Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesBNY.PK
13F holders, Q2 2024
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,252
- +11 vs. Q1 2024
- Shares held
- 627.4M
- +1.01M (+0.2%) vs. Q1 2024
- Total value
- $37.6B
- +$1.53B (+4.2%) vs. Q1 2024
- New holders
- 104
- 449 more added
- Sold out
- 93
- 452 more reduced
15 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co | 341 | $20.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 344 | $20.6K | 0.00% | +2+0.6% | Added |
| HBC Financial Services, PLLC | 335 | $21.0K | 0.01% | +2+0.6% | Added |
| GW&K Investment Management, LLC | 348 | $21.0K | 0.00% | +84+31.8% | Added |
| Washington Trust Co | 360 | $21.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $22.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 378 | $23.0K | 0.00% | +87+29.9% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 405 | $24.3K | 0.01% | +405 | New |
| Covestor Ltd | 410 | $25.0K | 0.02% | −988−70.7% | Reduced |
| Harbor Investment Advisory, LLC | 419 | $25.1K | 0.00% | +10+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 434 | $26.0K | 0.01% | +136+45.6% | Added |
| JJJ Advisors Inc. | 440 | $26.4K | 0.01% | −33−7.0% | Reduced |
| Caldwell Trust Co | 441 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $26.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 446 | $26.7K | 0.01% | +3+0.7% | Added |
| Great Lakes Retirement, Inc. | 464 | $27.8K | 0.00% | +464 | New |
| REAP Financial Group, LLC | 466 | $27.9K | 0.01% | −17−3.5% | Reduced |
| First PREMIER Bank | 476 | $29.0K | 0.01% | −188−28.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 510 | $29.4K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $29.9K | 0.00% | −700−58.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $29.9K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $29.9K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $29.9K | 0.02% | +500 | New |
| Redwood Wealth Management Group, LLC | 505 | $30.2K | 0.02% | +505 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $31.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 541 | $32.4K | 0.01% | +541 | New |
| FSC Wealth Advisors, LLC | 543 | $32.5K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 544 | $32.6K | 0.00% | −285−34.4% | Reduced |
| First Command Advisory Services, Inc. | 547 | $32.8K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 550 | $32.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 559 | $33.5K | 0.00% | −91−14.0% | Reduced |
| FinTrust Capital Advisors, LLC | 572 | $34.3K | 0.01% | −1,577−73.4% | Reduced |
| Hartford Financial Management Inc. | 577 | $34.6K | 0.01% | −84−12.7% | Reduced |
| Optimum Investment Advisors | 600 | $35.9K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 622 | $37.2K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 660 | $39.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 670 | $40.1K | 0.00% | −224−25.1% | Reduced |
| HHM Wealth Advisors, LLC | 670 | $40.1K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 672 | $40.2K | 0.01% | +672 | New |
| Cape Investment Advisory, Inc. | 677 | $40.5K | 0.02% | +78+13.0% | Added |
| SRS Capital Advisors, Inc. | 697 | $41.7K | 0.00% | +697 | New |
| Sittner & Nelson, LLC | 700 | $41.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $41.9K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 700 | $41.9K | 0.02% | +700 | New |
| West Paces Advisors Inc. | 707 | $42.3K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 750 | $44.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $44.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 747 | $45.0K | 0.00% | +3+0.4% | Added |
| Nemes Rush Group LLC | 761 | $45.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $46.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 818 | $49.0K | 0.03% | −190−18.8% | Reduced |
| Leonteq Securities AG | 819 | $49.0K | 0.01% | −171−17.3% | Reduced |
| Ronald Blue Trust, Inc. | 856 | $49.3K | 0.00% | +398+86.9% | Added |
| Clean Yield Group | 833 | $49.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 879 | $52.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 925 | $55.4K | 0.00% | −819−47.0% | Reduced |
| Venturi Wealth Management, LLC | 944 | $56.5K | 0.00% | +442+88.0% | Added |
| First Community Trust NA | 1,000 | $59.9K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $59.9K | 0.02% | +1,000 | New |
| Legend Financial Advisors, Inc. | 1,036 | $62.0K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,036 | $62.0K | 0.03% | +855+472.4% | Added |
| Gen-Wealth Partners Inc | 1,044 | $62.5K | 0.03% | −101−8.8% | Reduced |
| AllSquare Wealth Management LLC | 1,056 | $63.2K | 0.04% | −143−11.9% | Reduced |
| Point72 Hong Kong Ltd | 1,069 | $64.0K | 0.00% | −96,560−98.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,094 | $65.5K | 0.01% | +10+0.9% | Added |
| Gables Capital Management Inc. | 1,100 | $65.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,025 | $66.7K | 0.00% | +19+1.9% | Added |
| Versant Capital Management, Inc | 1,115 | $66.8K | 0.02% | +760+214.1% | Added |
| Assetmark, Inc | 1,135 | $68.0K | 0.00% | +449+65.5% | Added |
| Chilton Capital Management LLC | 1,159 | $69.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $71.5K | 0.00% | −117−9.6% | Reduced |
| Continuum Advisory, LLC | 1,216 | $72.8K | 0.01% | +593+95.2% | Added |
| LRI Investments, LLC | 1,219 | $73.0K | 0.01% | +1,075+746.5% | Added |
| Pacific Center for Financial Services | 1,221 | $73.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $73.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,278 | $76.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,279 | $77.0K | 0.00% | −98−7.1% | Reduced |
| Oakworth Capital, Inc. | 1,292 | $77.4K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,300 | $77.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,330 | $79.7K | 0.01% | +52+4.1% | Added |
| Ancora Advisors, LLC | 1,350 | $80.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,425 | $85.3K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,489 | $89.2K | 0.04% | −107−6.7% | Reduced |
| BNP Paribas | 1,490 | $89.2K | 0.00% | +120+8.8% | Added |
| Benjamin Edwards Inc | 1,509 | $90.0K | 0.02% | −4−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,539 | $92.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,586 | $95.0K | 0.02% | +1,586 | New |
| Bay Harbor Wealth Management, LLC | 1,589 | $95.2K | 0.03% | −4−0.3% | Reduced |
| Signature Resources Capital Management, LLC | 1,600 | $95.8K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $96.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,620 | $97.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,632 | $98.1K | 0.03% | −224−12.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,644 | $98.5K | 0.01% | −275−14.3% | Reduced |
| Rowland & Co Investment Counsel | 1,678 | $100.5K | 0.02% | +1,678 | New |
| Kimelman & Baird, LLC | 1,700 | $101.8K | 0.01% | +1,700 | New |
| Hexagon Capital Partners LLC | 1,764 | $105.6K | 0.02% | +82+4.9% | Added |
| AlphaCentric Advisors LLC | 1,773 | $106.2K | 0.08% | −57−3.1% | Reduced |
| Evermay Wealth Management LLC | 1,797 | $107.6K | 0.02% | −510−22.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,806 | $108.0K | 0.00% | +1,806 | New |