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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 8,530 | $510.9K | 0.02% | −2,418−22.1% | Reduced |
| Gilbert & Cook, Inc. | 8,534 | $511.1K | 0.07% | −788−8.5% | Reduced |
| Exchange Bank | 8,556 | $512.4K | 0.44% | −113−1.3% | Reduced |
| Trust Asset Management LLC | 8,581 | $513.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,588 | $514.3K | 0.01% | +4,876+131.4% | Added |
| Crawford Investment Counsel Inc | 8,608 | $515.5K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 8,618 | $516.1K | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 8,639 | $517.0K | 0.03% | +1,385+19.1% | Added |
| Tectonic Advisors LLC | 8,644 | $517.7K | 0.04% | +509+6.3% | Added |
| Signet Financial Management, LLC | 8,644 | $517.7K | 0.07% | −79−0.9% | Reduced |
| Nations Financial Group Inc, | 8,651 | $518.1K | 0.04% | +722+9.1% | Added |
| FSB Premier Wealth Management, Inc. | 8,668 | $519.2K | 0.23% | +2,872+49.6% | Added |
| Virtu Financial LLC | 8,743 | $524.0K | 0.04% | +8,743 | New |
| Daymark Wealth Partners, LLC | 8,780 | $525.8K | 0.02% | −1,821−17.2% | Reduced |
| Jones Financial Companies LLLP | 8,789 | $526.4K | 0.00% | +3,352+61.7% | Added |
| Wesbanco Bank Inc | 8,851 | $530.1K | 0.02% | −902−9.2% | Reduced |
| Allworth Financial LP | 8,496 | $532.6K | 0.00% | +850+11.1% | Added |
| Virtue Capital Management, LLC | 8,365 | $536.9K | 0.09% | −320−3.7% | Reduced |
| Alethea Capital Management, LLC | 8,990 | $538.4K | 0.41% | +8,990 | New |
| Aquila Investment Management LLC | 9,000 | $539.0K | 0.51% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 9,010 | $539.6K | 0.11% | +291+3.3% | Added |
| GAMMA Investing LLC | 9,177 | $549.6K | 0.07% | +3,930+74.9% | Added |
| Whittier Trust Co of Nevada Inc | 9,185 | $550.0K | 0.02% | 00.0% | Unchanged |
| Laurion Capital Management LP | 9,325 | $558.5K | 0.02% | +9,325 | New |
| Cypress Capital Group | 9,327 | $558.6K | 0.07% | −1,935−17.2% | Reduced |
| Camden Capital, LLC | 9,403 | $563.2K | 0.04% | +116+1.2% | Added |
| HM Payson & Co | 9,425 | $564.5K | 0.01% | −1,865−16.5% | Reduced |
| SkyView Investment Advisors, LLC | 9,469 | $567.0K | 0.10% | +983+11.6% | Added |
| Personal Cfo Solutions, LLC | 9,530 | $570.7K | 0.09% | +249+2.7% | Added |
| Cornerstone Advisors, LLC | 9,600 | $574.9K | 0.02% | −5,100−34.7% | Reduced |
| CSS LLC | 9,600 | $574.9K | 0.04% | +9,600 | New |
| Fuller & Thaler Asset Management, Inc. | 9,690 | $580.3K | 0.00% | +7,110+275.6% | Added |
| Quadcap Wealth Management, LLC | 9,692 | $580.5K | 0.10% | −222−2.2% | Reduced |
| Wealthspire Advisors, LLC | 9,716 | $581.9K | 0.01% | −964−9.0% | Reduced |
| HF Advisory Group, LLC | 9,756 | $584.3K | 0.30% | +1,448+17.4% | Added |
| Beacon Pointe Advisors, LLC | 9,836 | $589.1K | 0.01% | −8,113−45.2% | Reduced |
| WFA of San Diego, LLC | 9,863 | $590.7K | 0.53% | +9,863 | New |
| SpiderRock Advisors, LLC | 9,882 | $591.9K | 0.02% | −87−0.9% | Reduced |
| Trust Co of Virginia | 9,936 | $595.1K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 9,939 | $595.2K | 0.10% | +9,939 | New |
| Canandaigua National Bank & Trust Co | 9,983 | $597.9K | 0.06% | 00.0% | Unchanged |
| Sicart Associates LLC | 10,000 | $598.9K | 0.23% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,018 | $600.0K | 0.02% | −3,747−27.2% | Reduced |
| Simplicity Wealth,LLC | 10,018 | $600.0K | 0.01% | −3,663−26.8% | Reduced |
| Heritage Wealth Management, Inc. | 10,025 | $600.3K | 0.20% | +10,025 | New |
| Mesirow Financial Investment Management, Inc. | 10,020 | $600.3K | 0.01% | −324−3.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,066 | $602.9K | 0.09% | +4,723+88.4% | Added |
| IFP Advisors, Inc | 10,090 | $604.3K | 0.02% | +8,010+385.1% | Added |
| Quadrant Capital Group LLC | 10,096 | $604.6K | 0.04% | +78+0.8% | Added |
| Vident Advisory, LLC | 10,104 | $605.2K | 0.02% | +5,793+134.4% | Added |
| Tranquilli Financial Advisor LLC | 10,089 | $606.5K | 0.41% | +50+0.5% | Added |
| Symmetry Investments LP | 10,131 | $606.7K | 0.08% | +3,981+64.7% | Added |
| Epoch Investment Partners, Inc. | 10,133 | $606.9K | 0.00% | −464−4.4% | Reduced |
| Silverlake Wealth Management LLC | 10,196 | $610.6K | 0.25% | +10,196 | New |
| Basepoint Wealth LLC | 10,259 | $614.4K | 0.48% | −955−8.5% | Reduced |
| Loudon Investment Management, LLC | 10,262 | $614.6K | 0.36% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,271 | $615.1K | 0.01% | −1,990−16.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 10,293 | $616.0K | 0.09% | +832+8.8% | Added |
| NBT Bank N A | 10,360 | $620.5K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,378 | $621.5K | 0.01% | −3,087−22.9% | Reduced |
| Benin Management CORP | 10,393 | $622.4K | 0.19% | −2,800−21.2% | Reduced |
| Drucker Wealth 3.0, LLC | 10,442 | $625.4K | 0.17% | +10,442 | New |
| Addison Capital Co | 10,572 | $633.2K | 0.27% | +1,030+10.8% | Added |
| Williams Jones Wealth Management, LLC. | 10,578 | $633.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,579 | $633.6K | 0.00% | −1,902−15.2% | Reduced |
| Fort Washington Investment Advisors Inc | 10,628 | $636.5K | 0.00% | −139−1.3% | Reduced |
| We Are One Seven, LLC | 10,633 | $636.8K | 0.03% | +2,580+32.0% | Added |
| Journey Advisory Group, LLC | 10,649 | $637.8K | 0.08% | +4,366+69.5% | Added |
| Keystone Financial Services | 10,654 | $638.1K | 0.26% | +589+5.9% | Added |
| Nebula Research & Development LLC | 10,680 | $639.6K | 0.10% | +10,680 | New |
| Ontario Teachers Pension Plan Board | 10,702 | $640.9K | 0.01% | −10,702−50.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,708 | $641.0K | 0.01% | −47−0.4% | Reduced |
| Curbstone Financial Management Corp | 10,750 | $643.8K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,818 | $647.9K | 0.00% | +4,756+78.5% | Added |
| Intrepid Capital Management Inc | 10,826 | $648.4K | 0.41% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,845 | $649.5K | 0.11% | −167−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 10,855 | $650.1K | 0.02% | +3,389+45.4% | Added |
| Summit Financial, LLC | 10,957 | $656.2K | 0.03% | +3,605+49.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,896 | $659.6K | 0.00% | −1,093−9.9% | Reduced |
| Aviance Capital Partners, LLC | 11,053 | $662.0K | 0.09% | +53+0.5% | Added |
| Capstone Investment Advisors, LLC | 11,166 | $668.7K | 0.01% | −11,258−50.2% | Reduced |
| Vaughan David Investments LLC | 11,187 | $670.0K | 0.02% | −2,168−16.2% | Reduced |
| Goodwin Investment Advisory | 11,344 | $679.4K | 0.31% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,412 | $683.5K | 0.19% | −18,397−61.7% | Reduced |
| Allegheny Financial Group LTD | 11,436 | $684.9K | 0.20% | +368+3.3% | Added |
| National Asset Management, Inc. | 11,454 | $686.0K | 0.02% | −3,490−23.4% | Reduced |
| Fruth Investment Management | 11,500 | $688.0K | 0.19% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 11,560 | $692.0K | 0.35% | +3,390+41.5% | Added |
| Wealth Quarterback LLC | 11,584 | $693.8K | 0.39% | +137+1.2% | Added |
| Almanack Investment Partners, LLC. | 11,653 | $697.9K | 0.12% | +82+0.7% | Added |
| Western Wealth Management, LLC | 11,721 | $702.0K | 0.05% | −706−5.7% | Reduced |
| Entropy Technologies, LP | 11,773 | $705.1K | 0.08% | −6,055−34.0% | Reduced |
| Coldstream Capital Management Inc | 11,795 | $706.4K | 0.02% | +325+2.8% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $709.3K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,863 | $710.5K | 0.03% | +356+3.1% | Added |
| Snowden Capital Advisors LLC | 11,899 | $712.6K | 0.02% | −109−0.9% | Reduced |
| NBC Securities, Inc. | 11,916 | $713.0K | 0.06% | +1,171+10.9% | Added |
| Parallel Advisors, LLC | 12,012 | $719.4K | 0.02% | +740+6.6% | Added |
| Horizon Kinetics Asset Management LLC | 12,064 | $722.5K | 0.01% | +300+2.6% | Added |
| Semmax Financial Advisors Inc. | 11,376 | $723.0K | 0.22% | +1,162+11.4% | Added |