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
- 1,251
- +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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 5,680 | $340.2K | 0.01% | −2,071−26.7% | Reduced |
| Grimes & Company, Inc. | 5,764 | $345.2K | 0.01% | −37−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,552 | $345.3K | 0.04% | +1,855+39.5% | Added |
| Clear Creek Financial Management, LLC | 5,785 | $346.4K | 0.04% | −166−2.8% | Reduced |
| Modern Wealth Management, LLC | 5,796 | $347.1K | 0.03% | +5+0.1% | Added |
| Kingsview Wealth Management, LLC | 5,843 | $349.9K | 0.01% | −42−0.7% | Reduced |
| Fairfield, Bush & Co. | 5,844 | $350.0K | 0.21% | 00.0% | Unchanged |
| Tobam | 5,845 | $350.0K | 0.05% | −3,520−37.6% | Reduced |
| Altfest L J & Co Inc | 5,842 | $350.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,333 | $350.3K | 0.08% | +185+3.6% | Added |
| Thoroughbred Financial Services, LLC | 5,880 | $352.0K | 0.02% | +5,880 | New |
| Private Trust Co NA | 5,898 | $353.2K | 0.04% | −388−6.2% | Reduced |
| S&T Bank | 5,950 | $356.0K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,949 | $356.3K | 0.01% | +547+10.1% | Added |
| IFG Advisors, LLC | 5,999 | $359.3K | 0.08% | 00.0% | Unchanged |
| BFSG, LLC | 6,008 | $359.8K | 0.05% | −1,000−14.3% | Reduced |
| Kovack Advisors, Inc. | 6,015 | $360.2K | 0.04% | +6,015 | New |
| Perigon Wealth Management, LLC | 6,039 | $361.7K | 0.01% | +170+2.9% | Added |
| Stanley-Laman Group, Ltd. | 6,063 | $363.1K | 0.05% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,071 | $363.6K | 0.10% | +130+2.2% | Added |
| Financial Advisory Corp | 6,099 | $365.0K | 0.15% | +358+6.2% | Added |
| Thompson Siegel & Walmsley LLC | 6,167 | $369.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,350 | $380.3K | 0.01% | −500−7.3% | Reduced |
| Waldron Private Wealth LLC | 6,378 | $382.0K | 0.02% | −391−5.8% | Reduced |
| Cohen & Steers, Inc. | 6,378 | $382.0K | 0.00% | −123−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 6,394 | $382.9K | 0.01% | +412+6.9% | Added |
| Moneta Group Investment Advisors LLC | 6,424 | $384.7K | 0.01% | −4,081−38.8% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $385.0K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,446 | $386.1K | 0.02% | +918+16.6% | Added |
| Alhambra Investment Partners LLC | 6,455 | $386.6K | 0.21% | 00.0% | Unchanged |
| Keystone Financial Group | 6,485 | $388.4K | 0.14% | +500+8.4% | Added |
| Studio Investment Management LLC | 6,502 | $389.4K | 0.09% | +154+2.4% | Added |
| Atomi Financial Group, Inc. | 6,518 | $390.4K | 0.03% | +1,146+21.3% | Added |
| SeaCrest Wealth Management, LLC | 6,570 | $393.5K | 0.04% | −99−1.5% | Reduced |
| Centaurus Financial, Inc. | 6,580 | $394.0K | 0.03% | +1,803+37.7% | Added |
| McIlrath & Eck, LLC | 6,606 | $395.6K | 0.06% | +58+0.9% | Added |
| Catalina Capital Group, LLC | 6,650 | $398.2K | 0.15% | +406+6.5% | Added |
| Richard W. Paul & Associates, LLC | 6,678 | $399.9K | 0.15% | −67−1.0% | Reduced |
| Jump Financial, LLC | 6,687 | $400.5K | 0.01% | −2,091−23.8% | Reduced |
| Round Rock Advisors, LLC | 6,690 | $400.7K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,720 | $402.5K | 0.01% | +1,827+37.3% | Added |
| Clarius Group, LLC | 6,731 | $403.1K | 0.03% | −283−4.0% | Reduced |
| First National Bank & Trust Co of Newtown | 6,783 | $406.2K | 0.08% | −300−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,818 | $408.3K | 0.11% | −78−1.1% | Reduced |
| FineMark National Bank & Trust | 6,829 | $409.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,270 | $409.0K | 0.02% | +168+2.8% | Added |
| Avidian Wealth Solutions, LLC | 6,887 | $412.5K | 0.02% | +1,026+17.5% | Added |
| Ascent Group, LLC | 6,986 | $418.4K | 0.03% | +84+1.2% | Added |
| Searle & Co. | 6,989 | $418.6K | 0.10% | +2,489+55.3% | Added |
| Ransom Advisory, Ltd | 6,992 | $418.8K | 0.21% | +20.0% | Added |
| First Foundation Advisors | 7,024 | $420.7K | 0.02% | +500+7.7% | Added |
| D.A. Davidson & Co. | 7,068 | $423.3K | 0.00% | −522−6.9% | Reduced |
| Fortis Group Advisors, LLC | 7,100 | $425.2K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,132 | $427.1K | 0.05% | +85+1.2% | Added |
| FDx Advisors, Inc. | 7,147 | $428.0K | 0.12% | −7,288−50.5% | Reduced |
| KMG Fiduciary Partners, LLC | 7,150 | $428.2K | 0.04% | −119−1.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,153 | $428.4K | 0.16% | −536−7.0% | Reduced |
| Huntington National Bank | 7,161 | $428.9K | 0.00% | −131−1.8% | Reduced |
| Congress Asset Management Co | 7,171 | $429.5K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 7,235 | $433.3K | 0.03% | −548−7.0% | Reduced |
| Argent Capital Management LLC | 7,280 | $436.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,292 | $437.0K | 0.02% | −1,209−14.2% | Reduced |
| Fiduciary Financial Group, LLC | 6,732 | $437.7K | 0.11% | +6,732 | New |
| Tradewinds, LLC. | 7,332 | $439.1K | 0.13% | +174+2.4% | Added |
| Fukoku Mutual Life Insurance Co | 7,370 | $441.4K | 0.03% | −150−2.0% | Reduced |
| IVC Wealth Advisors LLC | 7,468 | $447.3K | 0.25% | +102+1.4% | Added |
| Cowen and Company, LLC | 7,500 | $449.2K | 0.01% | +7,500 | New |
| Bahl & Gaynor Inc | 7,552 | $452.3K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,566 | $453.1K | 0.27% | +294+4.0% | Added |
| Modera Wealth Management, LLC | 7,578 | $453.8K | 0.01% | +50+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,618 | $456.2K | 0.07% | +45+0.6% | Added |
| WSFS Capital Management, LLC | 7,200 | $458.1K | 0.03% | −25,751−78.1% | Reduced |
| Mather Group, LLC. | 7,985 | $460.1K | 0.01% | +597+8.1% | Added |
| Atlantic Union Bankshares Corp | 7,727 | $462.8K | 0.03% | +950+14.0% | Added |
| JNBA Financial Advisors | 7,736 | $463.3K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,736 | $463.3K | 0.09% | −145−1.8% | Reduced |
| Manchester Capital Management LLC | 7,773 | $465.5K | 0.06% | +214+2.8% | Added |
| Founders Financial Securities LLC | 7,862 | $470.9K | 0.04% | +830+11.8% | Added |
| Ameritas Investment Partners, Inc. | 7,870 | $471.3K | 0.02% | −344−4.2% | Reduced |
| Hendershot Investments Inc. | 7,874 | $471.6K | 0.07% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,911 | $473.8K | 0.13% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $475.7K | 0.24% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,937 | $476.0K | 0.09% | −78−1.0% | Reduced |
| Graypoint LLC | 7,982 | $478.1K | 0.03% | +2,802+54.1% | Added |
| Kestra Private Wealth Services, LLC | 7,993 | $478.7K | 0.01% | +78+1.0% | Added |
| RB Capital Management, LLC | 8,023 | $480.5K | 0.12% | +10.0% | Added |
| Vise Technologies, Inc. | 8,046 | $481.9K | 0.08% | +1,278+18.9% | Added |
| Concurrent Investment Advisors, LLC | 8,165 | $489.0K | 0.02% | +696+9.3% | Added |
| Cidel Asset Management Inc | 8,290 | $496.5K | 0.04% | −301−3.5% | Reduced |
| CX Institutional | 8,338 | $499.4K | 0.02% | −20.0% | Reduced |
| Global Financial Private Client, LLC | 8,351 | $500.1K | 0.21% | +7,370+751.3% | Added |
| NorthRock Partners, LLC | 8,357 | $500.5K | 0.02% | +1,285+18.2% | Added |
| Farmers National Bank | 8,374 | $501.5K | 0.15% | −238−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 8,393 | $502.7K | 0.01% | +251+3.1% | Added |
| Lountzis Asset Management, LLC | 8,400 | $503.1K | 0.24% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,446 | $505.8K | 0.04% | +178+2.2% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $506.1K | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 8,492 | $508.6K | 0.03% | −200−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,520 | $510.3K | 0.04% | +446+5.5% | Added |
| Twin City Private Wealth, LLC | 8,526 | $510.6K | 0.48% | +865+11.3% | Added |