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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 4,020 | $240.8K | 0.02% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 4,020 | $240.8K | 0.18% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,021 | $240.8K | 0.21% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,036 | $241.7K | 0.01% | +404+11.1% | Added |
| Radnor Capital Management, LLC | 4,045 | $242.0K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 4,042 | $242.1K | 0.13% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,052 | $242.7K | 0.11% | +250+6.6% | Added |
| Advus Financial Partners, LLC | 4,063 | $243.3K | 0.07% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,115 | $246.4K | 0.01% | −85−2.0% | Reduced |
| HBK Sorce Advisory LLC | 4,147 | $248.3K | 0.01% | −156−3.6% | Reduced |
| Fiduciary Group LLC | 4,162 | $249.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,178 | $250.2K | 0.02% | −5−0.1% | Reduced |
| Bruce G. Allen Investments, LLC | 4,187 | $250.8K | 0.21% | −198−4.5% | Reduced |
| Versor Investments LP | 4,200 | $251.5K | 0.05% | −9,556−69.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,209 | $252.1K | 0.01% | +4,209 | New |
| Hofer & Associates. Inc | 4,220 | $252.7K | 0.20% | +10+0.2% | Added |
| Lindbrook Capital, LLC | 4,221 | $252.8K | 0.02% | +105+2.6% | Added |
| Integrated Advisors Network LLC | 4,226 | $253.1K | 0.01% | −27−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,228 | $253.2K | 0.02% | +4,228 | New |
| McGlone Suttner Wealth Management, Inc. | 4,905 | $255.3K | 0.05% | −1,000−16.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,293 | $257.0K | 0.03% | +4,293 | New |
| Mezzasalma Advisors, LLC | 4,299 | $257.5K | 0.11% | −774−15.3% | Reduced |
| Abundance Wealth Counselors | 4,313 | $258.0K | 0.12% | −300−6.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,324 | $259.0K | 0.03% | +100+2.4% | Added |
| M Holdings Securities, Inc. | 4,326 | $259.0K | 0.03% | +4,326 | New |
| Brighton Jones LLC | 4,330 | $259.3K | 0.01% | +91+2.1% | Added |
| Hudock, Inc. | 4,387 | $262.7K | 0.05% | +4,387 | New |
| O'Brien Greene & Co. Inc | 4,391 | $263.0K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $263.5K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $263.8K | 0.11% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 4,427 | $265.1K | 0.16% | +27+0.6% | Added |
| Freestone Capital Holdings, LLC | 4,436 | $265.7K | 0.01% | +98+2.3% | Added |
| Archford Capital Strategies, LLC | 4,442 | $266.0K | 0.04% | −27−0.6% | Reduced |
| Umb Bank N A | 4,511 | $270.2K | 0.00% | +583+14.8% | Added |
| Sax Wealth Advisors, LLC | 4,546 | $272.3K | 0.03% | +4,546 | New |
| Wilson & Boucher Capital Management, LLC | 4,565 | $273.4K | 0.21% | −125−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,586 | $274.7K | 0.02% | −878−16.1% | Reduced |
| One Wealth Advisors, LLC | 4,313 | $275.1K | 0.06% | −63−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,599 | $275.4K | 0.01% | −4,456−49.2% | Reduced |
| Next Level Private LLC | 4,601 | $275.5K | 0.13% | +48+1.1% | Added |
| Martin Capital Advisors, LLP | 4,605 | $275.8K | 0.21% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,630 | $277.3K | 0.03% | +10.0% | Added |
| Genesee Capital Advisors, LLC | 4,662 | $279.2K | 0.14% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,666 | $279.4K | 0.09% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 4,435 | $279.9K | 0.15% | +40+0.9% | Added |
| Janney Capital Management LLC | 4,675 | $280.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,683 | $280.5K | 0.02% | +265+6.0% | Added |
| PFG Investments, LLC | 4,689 | $280.8K | 0.02% | −167−3.4% | Reduced |
| Lake Street Advisors Group, LLC | 4,698 | $281.3K | 0.01% | +171+3.8% | Added |
| GHP Investment Advisors, Inc. | 4,717 | $282.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,740 | $283.9K | 0.09% | +42+0.9% | Added |
| Prospera Financial Services Inc | 4,752 | $284.7K | 0.01% | +528+12.5% | Added |
| Wharton Business Group, LLC | 4,780 | $286.0K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,803 | $287.6K | 0.07% | +778+19.3% | Added |
| Mutual Advisors, LLC | 4,471 | $288.8K | 0.01% | −215−4.6% | Reduced |
| Paragon Capital Management Ltd | 4,826 | $289.1K | 0.05% | +585+13.8% | Added |
| Ironwood Investment Management LLC | 4,847 | $290.3K | 0.16% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,863 | $291.3K | 0.02% | +243+5.3% | Added |
| 1858 Wealth Management, LLC | 4,866 | $291.4K | 0.24% | +188+4.0% | Added |
| Merit Financial Group, LLC | 4,870 | $291.7K | 0.01% | +229+4.9% | Added |
| C M Bidwell & Associates Ltd | 4,894 | $293.1K | 0.20% | −14−0.3% | Reduced |
| Lincoln Capital Corp | 4,900 | $293.5K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,916 | $294.4K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 4,934 | $295.5K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,940 | $295.9K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,957 | $296.9K | 0.06% | +17+0.3% | Added |
| Meridian Investment Counsel Inc. | 4,967 | $297.5K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $299.4K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,038 | $301.0K | 0.03% | +5,038 | New |
| Index Fund Advisors, Inc. | 5,032 | $301.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,035 | $301.5K | 0.01% | +121+2.5% | Added |
| Quent Capital, LLC | 5,038 | $301.7K | 0.03% | +3+0.1% | Added |
| Sage Mountain Advisors LLC | 5,068 | $303.5K | 0.03% | +819+19.3% | Added |
| Fisher Asset Management, LLC | 5,077 | $304.1K | 0.00% | +588+13.1% | Added |
| Cable Hill Partners, LLC | 5,093 | $305.0K | 0.03% | +5,093 | New |
| Trust Point Inc. | 5,109 | $306.0K | 0.02% | −838−14.1% | Reduced |
| Sapient Capital LLC | 5,175 | $309.9K | 0.01% | +47+0.9% | Added |
| Syon Capital LLC | 5,181 | $310.3K | 0.03% | +271+5.5% | Added |
| Baker Ellis Asset Management LLC | 5,190 | $310.8K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,280 | $316.2K | 0.19% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,300 | $317.4K | 0.09% | +900+20.5% | Added |
| Sigma Planning Corp | 5,327 | $319.1K | 0.01% | −359−6.3% | Reduced |
| Global Retirement Partners, LLC | 5,337 | $319.6K | 0.01% | +1,193+28.8% | Added |
| Eqis Capital Management, Inc. | 5,346 | $320.2K | 0.03% | −2,645−33.1% | Reduced |
| Proequities, Inc. | 5,352 | $320.5K | 0.02% | −42−0.8% | Reduced |
| Hutchinson Capital Management | 5,358 | $320.9K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,377 | $322.0K | 0.12% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,095 | $323.4K | 0.01% | +873+20.7% | Added |
| First Nebraska Trust Co | 5,404 | $323.6K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 5,413 | $324.2K | 0.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,419 | $324.5K | 0.03% | +935+20.9% | Added |
| Accredited Investors Inc. | 5,504 | $329.6K | 0.02% | −1,000−15.4% | Reduced |
| Berkshire Asset Management LLC | 5,511 | $330.1K | 0.02% | +5,511 | New |
| Aaron Wealth Advisors | 5,555 | $332.7K | 0.05% | +350+6.7% | Added |
| Avestar Capital, LLC | 5,582 | $334.3K | 0.04% | +919+19.7% | Added |
| Sepio Capital, LP | 5,586 | $335.0K | 0.03% | −5−0.1% | Reduced |
| First Heartland Consultants, Inc. | 5,595 | $335.0K | 0.03% | +29+0.5% | Added |
| Jackson Creek Investment Advisors LLC | 5,597 | $335.0K | 0.12% | +5,597 | New |
| Summit Financial Wealth Advisors, LLC | 5,610 | $336.0K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,231 | $338.4K | 0.02% | +640+13.9% | Added |