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 |
|---|---|---|---|---|---|
| AXS Investments LLC | 20,265 | $1.21M | 0.34% | −1,745−7.9% | Reduced |
| Rothschild Investment LLC | 20,418 | $1.22M | 0.09% | +1,621+8.6% | Added |
| Horizon Investments, LLC | 20,594 | $1.22M | 0.03% | −1,003−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 20,532 | $1.23M | 0.02% | +1,730+9.2% | Added |
| PEAK6 Investments LLC | 20,654 | $1.24M | 0.06% | +20,170+4,167.4% | Added |
| Tiaa Trust, National Association | 20,843 | $1.25M | 0.00% | −326−1.5% | Reduced |
| SRN Advisors, LLC | 20,990 | $1.26M | 1.05% | −2,010−8.7% | Reduced |
| Bailard, Inc. | 21,007 | $1.26M | 0.03% | −351−1.6% | Reduced |
| Mission Wealth Management, LP | 21,120 | $1.26M | 0.03% | −1,064−4.8% | Reduced |
| Gateway Investment Advisers LLC | 21,195 | $1.27M | 0.01% | −493−2.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,210 | $1.27M | 0.26% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 21,237 | $1.27M | 0.97% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 21,322 | $1.28M | 0.09% | −3,731−14.9% | Reduced |
| Anchor Investment Management, LLC | 21,440 | $1.28M | 0.13% | +11+0.1% | Added |
| Capitolis Liquid Global Markets LLC | 21,500 | $1.29M | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 21,855 | $1.31M | 0.06% | +2,072+10.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 21,857 | $1.31M | 0.04% | −2,841−11.5% | Reduced |
| Wynn Capital, LLC | 21,929 | $1.31M | 0.97% | −350−1.6% | Reduced |
| Robinson Value Management, Ltd. | 21,970 | $1.32M | 0.92% | −104−0.5% | Reduced |
| Evergreen Capital Management LLC | 22,175 | $1.33M | 0.05% | +716+3.3% | Added |
| Johnson Investment Counsel Inc | 22,190 | $1.33M | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 22,278 | $1.33M | 0.42% | +30+0.1% | Added |
| Principal Securities, Inc. | 22,317 | $1.34M | 0.04% | +1,342+6.4% | Added |
| Fulton Bank, N.A. | 22,386 | $1.34M | 0.05% | +4,572+25.7% | Added |
| Pekin Hardy Strauss, Inc. | 22,416 | $1.34M | 0.18% | −2,150−8.8% | Reduced |
| Kanawha Capital Management LLC | 22,577 | $1.35M | 0.11% | −999−4.2% | Reduced |
| Forum Financial Management, LP | 22,610 | $1.35M | 0.02% | −44−0.2% | Reduced |
| First National Trust Co | 22,912 | $1.37M | 0.06% | 00.0% | Unchanged |
| Groupama Asset Managment | 22,912 | $1.37M | 0.03% | +22,912 | New |
| Aspire Private Capital, LLC | 22,920 | $1.37M | 0.35% | +1,450+6.8% | Added |
| Geller Advisors LLC | 22,995 | $1.38M | 0.10% | +134+0.6% | Added |
| Northwest & Ethical Investments L.P. | 23,389 | $1.40M | 0.04% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.40M | 1.16% | – | New |
| Qtron Investments LLC | 23,477 | $1.41M | 0.20% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.41M | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 23,598 | $1.41M | 0.10% | +7,361+45.3% | Added |
| United Services Automobile Association | 23,668 | $1.42M | 0.04% | −1,779−7.0% | Reduced |
| Blair William & Co | 23,691 | $1.42M | 0.00% | +2,298+10.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,798 | $1.43M | 0.04% | −298−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,120 | $1.44M | 0.10% | −939−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,443 | $1.46M | 0.06% | +24,443 | New |
| Axiom Advisory, LLC | 25,200 | $1.46M | 0.02% | +25,200 | New |
| Gotham Asset Management, LLC | 24,352 | $1.46M | 0.02% | +773+3.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,440 | $1.46M | 0.00% | +2,155+9.7% | Added |
| Carret Asset Management, LLC | 24,488 | $1.47M | 0.17% | +88+0.4% | Added |
| Resources Investment Advisors, LLC. | 24,682 | $1.48M | 0.02% | +6,017+32.2% | Added |
| SNS Financial Group, LLC | 24,819 | $1.49M | 0.16% | −1,447−5.5% | Reduced |
| Ritholtz Wealth Management | 24,925 | $1.49M | 0.05% | −123−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,937 | $1.49M | 0.06% | +897+3.7% | Added |
| Cove Street Capital, LLC | 24,954 | $1.49M | 1.07% | −2,446−8.9% | Reduced |
| World Equity Group, Inc. | 25,228 | $1.51M | 0.45% | +30.0% | Added |
| Allen Wealth Management, LLC | 25,295 | $1.51M | 1.35% | −360−1.4% | Reduced |
| Pitcairn Co | 25,339 | $1.52M | 0.09% | +2,026+8.7% | Added |
| XTX Topco Ltd | 25,427 | $1.52M | 0.13% | +12,432+95.7% | Added |
| Empirical Finance, LLC | 25,451 | $1.52M | 0.10% | −1,616−6.0% | Reduced |
| Element Pointe Advisors, LLC | 25,478 | $1.53M | 0.39% | 00.0% | Unchanged |
| Gries Financial LLC | 25,632 | $1.54M | 0.32% | −16,917−39.8% | Reduced |
| Oppenheimer & Co Inc | 25,968 | $1.56M | 0.02% | −4,028−13.4% | Reduced |
| TD Waterhouse Canada Inc. | 25,811 | $1.56M | 0.01% | +6,316+32.4% | Added |
| Councilmark Asset Management, LLC | 26,095 | $1.56M | 1.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26,173 | $1.57M | 0.25% | +2,074+8.6% | Added |
| Inceptionr LLC | 26,229 | $1.57M | 0.44% | +26,229 | New |
| Ascent Wealth Partners, LLC | 26,386 | $1.58M | 0.23% | −158−0.6% | Reduced |
| Norinchukin Bank, The | 26,499 | $1.59M | 0.05% | −236−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,729 | $1.60M | 0.42% | −1,753−6.2% | Reduced |
| Cobblestone Capital Advisors LLC | 26,773 | $1.60M | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 27,278 | $1.63M | 0.07% | +684+2.6% | Added |
| Fiduciary Family Office, LLC | 27,487 | $1.65M | 0.65% | +615+2.3% | Added |
| Neville Rodie & Shaw Inc | 27,535 | $1.65M | 0.13% | −200−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,569 | $1.65M | 0.07% | +306+1.1% | Added |
| Peapack Gladstone Financial Corp | 27,694 | $1.66M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 27,972 | $1.68M | 0.01% | −57−0.2% | Reduced |
| GTS Securities LLC | 28,090 | $1.68M | 0.03% | +20,972+294.6% | Added |
| NEOS Investment Management LLC | 28,139 | $1.69M | 0.07% | +8,964+46.7% | Added |
| Paradigm Asset Management Co LLC | 28,200 | $1.69M | 0.47% | +28,200 | New |
| Ieq Capital, LLC | 28,459 | $1.70M | 0.02% | +2,865+11.2% | Added |
| GWM Advisors LLC | 28,596 | $1.71M | 0.01% | +11,457+66.8% | Added |
| Greenleaf Trust | 28,881 | $1.73M | 0.02% | +532+1.9% | Added |
| Colony Group, LLC | 28,984 | $1.74M | 0.01% | −2,731−8.6% | Reduced |
| Veriti Management LLC | 29,165 | $1.75M | 0.11% | +3,250+12.5% | Added |
| Beck Mack & Oliver LLC | 29,245 | $1.75M | 0.04% | −570−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 29,269 | $1.75M | 0.00% | +1,702+6.2% | Added |
| MAI Capital Management | 29,491 | $1.77M | 0.02% | +2,982+11.2% | Added |
| Intact Investment Management Inc. | 29,500 | $1.77M | 0.07% | −62,900−68.1% | Reduced |
| Commerce Bank | 29,643 | $1.78M | 0.01% | −2,120−6.7% | Reduced |
| Edgewood Management LLC | 29,704 | $1.78M | 0.00% | 00.0% | Unchanged |
| Woodstock Corp | 29,747 | $1.78M | 0.18% | −15−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 29,804 | $1.78M | 0.02% | −2,152−6.7% | Reduced |
| Wolf Group Capital Advisors | 30,160 | $1.81M | 0.71% | −4,591−13.2% | Reduced |
| Joel Isaacson & Co., LLC | 30,586 | $1.83M | 0.10% | −300−1.0% | Reduced |
| AIA Group Ltd | 30,655 | $1.84M | 0.05% | +2,801+10.1% | Added |
| Twin Capital Management Inc | 30,800 | $1.84M | 0.22% | −70.0% | Reduced |
| Guggenheim Capital LLC | 31,319 | $1.88M | 0.01% | −13,965−30.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,348 | $1.88M | 0.10% | −8,514−21.4% | Reduced |
| LGT Fund Management Co Ltd. | 31,500 | $1.89M | 0.24% | +31,500 | New |
| Toroso Investments, LLC | 31,524 | $1.89M | 0.03% | +6,853+27.8% | Added |
| Permanent Capital Management, LP | 20,760 | $1.89M | 0.40% | +20,760 | New |
| Rakuten Investment Management, Inc. | 31,932 | $1.90M | 0.01% | +11,310+54.8% | Added |
| Rodgers Brothers Inc. | 31,928 | $1.91M | 0.26% | −351−1.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 32,010 | $1.92M | 0.04% | +67+0.2% | Added |