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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 4,752 | $284.7K | 0.01% | +528+12.5% | Added |
| Wellington Shields & Co., LLC | 4,740 | $283.9K | 0.09% | +42+0.9% | Added |
| GHP Investment Advisors, Inc. | 4,717 | $282.5K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,698 | $281.3K | 0.01% | +171+3.8% | Added |
| PFG Investments, LLC | 4,689 | $280.8K | 0.02% | −167−3.4% | Reduced |
| Simon Quick Advisors, LLC | 4,683 | $280.5K | 0.02% | +265+6.0% | Added |
| Janney Capital Management LLC | 4,675 | $280.0K | 0.02% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 4,435 | $279.9K | 0.15% | +40+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 4,666 | $279.4K | 0.09% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,662 | $279.2K | 0.14% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,630 | $277.3K | 0.03% | +10.0% | Added |
| Martin Capital Advisors, LLP | 4,605 | $275.8K | 0.21% | 00.0% | Unchanged |
| Next Level Private LLC | 4,601 | $275.5K | 0.13% | +48+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,599 | $275.4K | 0.01% | −4,456−49.2% | Reduced |
| One Wealth Advisors, LLC | 4,313 | $275.1K | 0.06% | −63−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,586 | $274.7K | 0.02% | −878−16.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,565 | $273.4K | 0.21% | −125−2.7% | Reduced |
| Sax Wealth Advisors, LLC | 4,546 | $272.3K | 0.03% | +4,546 | New |
| Umb Bank N A | 4,511 | $270.2K | 0.00% | +583+14.8% | Added |
| Archford Capital Strategies, LLC | 4,442 | $266.0K | 0.04% | −27−0.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,436 | $265.7K | 0.01% | +98+2.3% | Added |
| Clarity Capital Partners LLC | 4,427 | $265.1K | 0.16% | +27+0.6% | Added |
| Beirne Wealth Consulting Services, LLC | 4,405 | $263.8K | 0.11% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $263.5K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,391 | $263.0K | 0.08% | 00.0% | Unchanged |
| Hudock, Inc. | 4,387 | $262.7K | 0.05% | +4,387 | New |
| Brighton Jones LLC | 4,330 | $259.3K | 0.01% | +91+2.1% | Added |
| M Holdings Securities, Inc. | 4,326 | $259.0K | 0.03% | +4,326 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,324 | $259.0K | 0.03% | +100+2.4% | Added |
| Abundance Wealth Counselors | 4,313 | $258.0K | 0.12% | −300−6.5% | Reduced |
| Mezzasalma Advisors, LLC | 4,299 | $257.5K | 0.11% | −774−15.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,293 | $257.0K | 0.03% | +4,293 | New |
| McGlone Suttner Wealth Management, Inc. | 4,905 | $255.3K | 0.05% | −1,000−16.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,228 | $253.2K | 0.02% | +4,228 | New |
| Integrated Advisors Network LLC | 4,226 | $253.1K | 0.01% | −27−0.6% | Reduced |
| Lindbrook Capital, LLC | 4,221 | $252.8K | 0.02% | +105+2.6% | Added |
| Hofer & Associates. Inc | 4,220 | $252.7K | 0.20% | +10+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,209 | $252.1K | 0.01% | +4,209 | New |
| Versor Investments LP | 4,200 | $251.5K | 0.05% | −9,556−69.5% | Reduced |
| Bruce G. Allen Investments, LLC | 4,187 | $250.8K | 0.21% | −198−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,178 | $250.2K | 0.02% | −5−0.1% | Reduced |
| Fiduciary Group LLC | 4,162 | $249.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,147 | $248.3K | 0.01% | −156−3.6% | Reduced |
| BLB&B Advisors, LLC | 4,115 | $246.4K | 0.01% | −85−2.0% | Reduced |
| Tiemann Investment Advisors, LLC | 4,052 | $242.7K | 0.11% | +250+6.6% | Added |
| Peoples Bank | 4,042 | $242.1K | 0.13% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,045 | $242.0K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,036 | $241.7K | 0.01% | +404+11.1% | Added |
| Laraway Financial Inc | 4,021 | $240.8K | 0.21% | +10.0% | Added |
| Spinnaker Trust | 4,020 | $240.8K | 0.02% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 4,020 | $240.8K | 0.18% | 00.0% | Unchanged |
| Rbo & Co LLC | 4,000 | $239.6K | 0.04% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $239.6K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,000 | $239.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,974 | $238.9K | 0.01% | +650+19.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $237.0K | 0.10% | 00.0% | Unchanged |
| LM Advisors LLC | 3,927 | $235.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,920 | $234.8K | 0.11% | −258−6.2% | Reduced |
| Evercore Wealth Management, LLC | 3,913 | $234.3K | 0.00% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,908 | $234.1K | 0.06% | −272−6.5% | Reduced |
| Ci Investments Inc. | 3,900 | $234.0K | 0.00% | +761+24.2% | Added |
| EP Wealth Advisors, LLC | 3,899 | $233.5K | 0.00% | +3,899 | New |
| RKL Wealth Management LLC | 3,890 | $233.0K | 0.02% | +16+0.4% | Added |
| Empower Advisory Group, LLC | 3,885 | $232.7K | 0.00% | −465−10.7% | Reduced |
| Perpetual Ltd | 3,874 | $232.0K | 0.00% | −2,395−38.2% | Reduced |
| GM Advisory Group, Inc. | 3,867 | $231.6K | 0.01% | +3,867 | New |
| Commerzbank Aktiengesellschaft | 3,847 | $231.0K | 0.01% | +165+4.5% | Added |
| Level Four Advisory Services, LLC | 3,847 | $230.4K | 0.01% | +3,847 | New |
| Ledyard National Bank | 3,831 | $229.4K | 0.02% | −988−20.5% | Reduced |
| Northwest Bancshares, Inc. | 3,825 | $229.1K | 0.04% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,565 | $226.1K | 0.15% | +3,565 | New |
| Oliver Luxxe Assets LLC | 3,773 | $226.0K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,764 | $225.5K | 0.01% | −122−3.1% | Reduced |
| Blueprint Investment Partners LLC | 3,742 | $224.1K | 0.05% | −644−14.7% | Reduced |
| Verity Asset Management, Inc. | 3,738 | $223.9K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,733 | $223.6K | 0.02% | +135+3.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,717 | $222.6K | 0.07% | +7+0.2% | Added |
| Mma Asset Management LLC | 3,709 | $222.1K | 0.10% | −91−2.4% | Reduced |
| Welch Capital Partners LLC | 3,701 | $222.0K | 0.05% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 3,700 | $221.6K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,696 | $221.4K | 0.01% | −100−2.6% | Reduced |
| Meyer Handelman Co | 3,696 | $221.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,870 | $220.4K | 0.09% | 00.0% | Unchanged |
| Baader Bank INC | 3,661 | $219.3K | 0.02% | +3,661 | New |
| Kingfisher Capital LLC | 3,634 | $218.0K | 0.05% | +15+0.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,626 | $217.2K | 0.05% | −1,284−26.2% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,601 | $215.7K | 0.19% | +3,601 | New |
| Boston Trust Walden Corp | 3,574 | $214.0K | 0.00% | −100−2.7% | Reduced |
| Penserra Capital Management LLC | 3,569 | $214.0K | 0.00% | +32+0.9% | Added |
| Austin Private Wealth, LLC | 3,553 | $212.8K | 0.02% | +3,553 | New |
| Capital Asset Advisory Services LLC | 3,527 | $212.4K | 0.01% | +3,527 | New |
| McKinley Carter Wealth Services, Inc. | 3,542 | $212.1K | 0.01% | +17+0.5% | Added |
| Stablepoint Partners, LLC | 3,267 | $211.0K | 0.04% | +3,267 | New |
| Spire Wealth Management | 3,520 | $210.8K | 0.01% | −1,080−23.5% | Reduced |
| Regatta Capital Group, LLC | 3,491 | $209.1K | 0.05% | −37−1.0% | Reduced |
| Abbrea Capital, LLC | 3,496 | $209.0K | 0.03% | −85−2.4% | Reduced |
| Advisors Capital Management, LLC | 3,492 | $209.0K | 0.00% | +3,492 | New |
| Central Trust Co | 3,465 | $207.5K | 0.01% | +269+8.4% | Added |
| Ellsworth Advisors, LLC | 3,463 | $207.4K | 0.06% | +3,463 | New |
| Sound View Wealth Advisors Group, LLC | 3,459 | $207.2K | 0.02% | −556−13.8% | Reduced |