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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 12,064 | $723.0K | 0.03% | −1,433−10.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,087 | $723.9K | 0.07% | −570−4.5% | Reduced |
| Outlook Wealth Advisors, LLC | 12,135 | $726.8K | 0.35% | −406−3.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,221 | $731.9K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,278 | $735.3K | 0.01% | +87+0.7% | Added |
| Schulhoff & Co Inc | 12,334 | $738.7K | 0.33% | +30.0% | Added |
| Oppenheimer Asset Management Inc. | 12,396 | $742.4K | 0.01% | −2,021−14.0% | Reduced |
| WealthTrust Axiom LLC | 12,435 | $744.7K | 0.25% | +10.0% | Added |
| Moody National Bank Trust Division | 12,476 | $747.2K | 0.06% | +831+7.1% | Added |
| Applied Finance Capital Management, LLC | 12,503 | $748.8K | 0.03% | +12,503 | New |
| Synovus Financial Corp | 12,541 | $751.1K | 0.01% | +271+2.2% | Added |
| Empowered Funds, LLC | 12,598 | $754.5K | 0.01% | +1,978+18.6% | Added |
| Fiduciary Trust Co | 12,624 | $756.1K | 0.01% | +63+0.5% | Added |
| Jacobi Capital Management LLC | 12,680 | $759.4K | 0.07% | −1,039−7.6% | Reduced |
| Commonwealth Retirement Investments LLC | 12,730 | $762.4K | 0.35% | −15,421−54.8% | Reduced |
| Frank, Rimerman Advisors LLC | 12,766 | $764.6K | 0.05% | +12,766 | New |
| Kolinsky Wealth Management, LLC | 12,785 | $765.7K | 0.55% | +37+0.3% | Added |
| Confluence Wealth Services, Inc. | 12,795 | $766.3K | 0.06% | +2,553+24.9% | Added |
| HB Wealth Management, LLC | 12,848 | $769.5K | 0.01% | +1,415+12.4% | Added |
| Profund Advisors LLC | 12,896 | $772.3K | 0.03% | −1,081−7.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,907 | $773.0K | 0.06% | +1,107+9.4% | Added |
| Mizuho Markets Americas LLC | 12,915 | $773.5K | 0.02% | +12,915 | New |
| Adviser Investments LLC | 12,964 | $776.4K | 0.01% | −8−0.1% | Reduced |
| DoubleLine ETF Adviser LP | 12,990 | $778.0K | 0.20% | −660−4.8% | Reduced |
| Ellevest, Inc. | 13,006 | $778.9K | 0.05% | +525+4.2% | Added |
| Pettee Investors, Inc. | 13,020 | $779.8K | 0.38% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 13,059 | $782.1K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 13,097 | $784.2K | 0.61% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,283 | $795.6K | 0.03% | +390+3.0% | Added |
| Engineers Gate Manager LP | 13,413 | $803.3K | 0.02% | −36,607−73.2% | Reduced |
| Two Sigma Investments, LP | 13,418 | $803.6K | 0.00% | −782−5.5% | Reduced |
| Strategic Investment Advisors | 13,517 | $809.6K | 0.10% | −294−2.1% | Reduced |
| Tocqueville Asset Management L.P. | 13,526 | $810.1K | 0.01% | +34+0.3% | Added |
| Boston Family Office LLC | 13,609 | $815.0K | 0.06% | −150−1.1% | Reduced |
| Waterfront Wealth Inc. | 13,662 | $818.2K | 0.22% | +37+0.3% | Added |
| Unique Wealth Strategies, LLC | 14,255 | $821.4K | 0.38% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 13,800 | $828.0K | 0.14% | −400−2.8% | Reduced |
| Cedrus LLC | 14,020 | $839.7K | 0.42% | +91+0.7% | Added |
| Verdence Capital Advisors LLC | 14,037 | $840.7K | 0.07% | +3,286+30.6% | Added |
| LVW Advisors, LLC | 14,058 | $841.9K | 0.12% | +196+1.4% | Added |
| Whitener Capital Management, Inc. | 14,090 | $843.9K | 0.26% | −310−2.2% | Reduced |
| Coastal Investment Advisors, Inc. | 14,167 | $848.5K | 0.17% | −1,288−8.3% | Reduced |
| Signaturefd, LLC | 14,229 | $852.2K | 0.02% | +516+3.8% | Added |
| Whittier Trust Co | 14,400 | $862.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14,413 | $863.2K | 0.37% | +776+5.7% | Added |
| Sompo Asset Management Co., Ltd. | 14,510 | $869.0K | 0.15% | +500+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 14,608 | $874.9K | 0.01% | −804−5.2% | Reduced |
| William B. Walkup & Associates, Inc. | 14,661 | $878.0K | 0.58% | +14,661 | New |
| M&R Capital Management Inc | 15,061 | $902.0K | 0.22% | +16+0.1% | Added |
| First Citizens Bank & Trust Co | 15,087 | $903.6K | 0.02% | −7,954−34.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,088 | $903.6K | 0.13% | +1,966+15.0% | Added |
| SageView Advisory Group, LLC | 15,096 | $904.1K | 0.04% | −228−1.5% | Reduced |
| Hancock Whitney Corp | 15,144 | $907.0K | 0.03% | −229−1.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,373 | $920.7K | 0.03% | −30−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 17,801 | $926.5K | 0.07% | 00.0% | Unchanged |
| Paloma Partners Management Co | 15,550 | $931.3K | 0.08% | −8,301−34.8% | Reduced |
| Alliance Wealth Advisors, LLC | 15,550 | $931.3K | 0.59% | −456−2.8% | Reduced |
| McRae Capital Management Inc | 15,628 | $936.0K | 0.21% | 00.0% | Unchanged |
| Vestcor Inc | 15,759 | $944.0K | 0.03% | −17,376−52.4% | Reduced |
| Voya Financial Advisors, Inc. | 15,874 | $945.1K | 0.11% | +732+4.8% | Added |
| Principle Wealth Partners LLC | 15,902 | $952.4K | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 16,000 | $958.2K | 0.16% | 00.0% | Unchanged |
| Leisure Capital Management | 16,139 | $966.6K | 0.45% | −124−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 16,239 | $972.6K | 0.73% | +5,520+51.5% | Added |
| Warren Averett Asset Management, LLC | 16,292 | $975.7K | 0.02% | +42+0.3% | Added |
| Park Avenue Securities LLC | 16,322 | $978.0K | 0.01% | −375−2.2% | Reduced |
| Ostrum Asset Management | 16,391 | $981.7K | 0.09% | −6,244−27.6% | Reduced |
| AE Wealth Management LLC | 16,792 | $1.01M | 0.01% | +1,535+10.1% | Added |
| Welch Group, LLC | 16,936 | $1.01M | 0.05% | +11,600+217.4% | Added |
| Lebenthal Global Advisors, LLC | 17,102 | $1.02M | 0.22% | −432−2.5% | Reduced |
| Beacon Financial Group | 17,281 | $1.03M | 0.12% | −404−2.3% | Reduced |
| Baldwin Brothers Inc | 17,355 | $1.04M | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 17,387 | $1.04M | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,479 | $1.05M | 0.08% | +89+0.5% | Added |
| Summit Global Investments | 17,566 | $1.05M | 0.07% | −8,465−32.5% | Reduced |
| TownSquare Capital, LLC | 17,659 | $1.06M | 0.01% | +3,224+22.3% | Added |
| Donald L. Hagan, LLC | 17,675 | $1.06M | 0.56% | +358+2.1% | Added |
| Essex Financial Services, Inc. | 16,703 | $1.06M | 0.08% | +5,499+49.1% | Added |
| Meeder Advisory Services, Inc. | 17,688 | $1.06M | 0.07% | +4,393+33.0% | Added |
| Sequoia Financial Advisors, LLC | 17,699 | $1.06M | 0.01% | +646+3.8% | Added |
| Park National Corp | 17,752 | $1.06M | 0.04% | −29,315−62.3% | Reduced |
| Parsons Capital Management Inc | 17,904 | $1.07M | 0.07% | −170−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 18,017 | $1.08M | 0.07% | −2,000−10.0% | Reduced |
| Apollon Wealth Management, LLC | 18,028 | $1.08M | 0.03% | −2,092−10.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,111 | $1.08M | 0.02% | −1,800−9.0% | Reduced |
| Blueshift Asset Management, LLC | 18,340 | $1.10M | 0.37% | +4,871+36.2% | Added |
| Sunesis Advisors, LLC | 18,436 | $1.10M | 0.66% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,694 | $1.12M | 0.24% | +7,111+61.4% | Added |
| Wilkins Investment Counsel Inc | 18,700 | $1.12M | 0.17% | +1,200+6.9% | Added |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.12M | 0.10% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $1.13M | 0.30% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $1.13M | 0.02% | +18,887 | New |
| Ballentine Partners, LLC | 18,945 | $1.13M | 0.02% | +1,880+11.0% | Added |
| Tokio Marine Asset Management Co Ltd | 18,971 | $1.14M | 0.05% | −2,863−13.1% | Reduced |
| Borer Denton & Associates, Inc. | 19,010 | $1.14M | 0.41% | +15,110+387.4% | Added |
| Klingenstein Fields & Co LP | 19,192 | $1.15M | 0.05% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 21,378 | $1.19M | 0.03% | +457+2.2% | Added |
| Lowe Brockenbrough & Co Inc | 19,947 | $1.19M | 0.08% | −520−2.5% | Reduced |
| Wedbush Securities Inc | 19,984 | $1.20M | 0.04% | +1,782+9.8% | Added |
| Columbia Asset Management | 20,042 | $1.20M | 0.23% | −5,603−21.8% | Reduced |