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 |
|---|---|---|---|---|---|
| First Bank & Trust | 3,429 | $205.4K | 0.04% | +3,429 | New |
| Fidelis Capital Partners, LLC | 3,321 | $204.9K | 0.03% | +3,321 | New |
| Hall Laurie J Trustee | 3,415 | $204.0K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,387 | $202.8K | 0.01% | +3,387 | New |
| Bill Few Associates, Inc. | 3,384 | $202.6K | 0.08% | +3,384 | New |
| Heritage Trust Co | 3,341 | $200.1K | 0.03% | +3,341 | New |
| Capital Analysts, LLC | 3,198 | $192.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,024 | $181.1K | 0.01% | −29−0.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,011 | $180.3K | 0.05% | −59−1.9% | Reduced |
| Cyrus J. Lawrence, LLC | 3,021 | $180.0K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,990 | $179.1K | 0.02% | −10−0.3% | Reduced |
| Smartleaf Asset Management LLC | 2,935 | $174.7K | 0.03% | +405+16.0% | Added |
| CKW Financial Group | 2,900 | $174.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,875 | $172.2K | 0.10% | +452+18.7% | Added |
| City Holding Co | 2,844 | $170.3K | 0.03% | −175−5.8% | Reduced |
| International Assets Investment Management, LLC | 16,476 | $162.8K | 0.02% | +101+0.6% | Added |
| Parkside Financial Bank & Trust | 2,655 | $159.0K | 0.02% | +44+1.7% | Added |
| Investors Research Corp | 2,629 | $157.5K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,619 | $156.9K | 0.00% | +796+43.7% | Added |
| Webster Bank, N. A. | 2,611 | $156.4K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,596 | $156.0K | 0.10% | +424+19.5% | Added |
| Washington Trust Advisors, Inc. | 2,594 | $155.4K | 0.01% | +123+5.0% | Added |
| Bell Investment Advisors, Inc | 2,552 | $152.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,500 | $149.7K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,446 | $146.5K | 0.03% | −914−27.2% | Reduced |
| Macroview Investment Management LLC | 2,400 | $143.7K | 0.15% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $143.7K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,387 | $142.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,336 | $139.9K | 0.06% | −51−2.1% | Reduced |
| Chris Bulman Inc | 2,329 | $139.5K | 0.10% | +2,329 | New |
| St Germain D J Co Inc | 2,303 | $137.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $137.9K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,300 | $137.7K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,268 | $135.8K | 0.06% | −140−5.8% | Reduced |
| TD Private Client Wealth LLC | 2,255 | $135.1K | 0.00% | +153+7.3% | Added |
| MV Capital Management, Inc. | 2,166 | $129.7K | 0.01% | +348+19.1% | Added |
| Northwest Bank & Trust Co | 2,139 | $128.1K | 0.11% | 00.0% | Unchanged |
| Resources Management Corp | 2,135 | $128.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,108 | $126.2K | 0.08% | +2,108 | New |
| Institutional & Family Asset Management, LLC | 2,068 | $123.9K | 0.02% | −68−3.2% | Reduced |
| Colonial Trust Co | 2,050 | $122.8K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $120.9K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,888 | $119.9K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $119.8K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $119.8K | 0.06% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $119.8K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,975 | $118.3K | 0.07% | +30+1.5% | Added |
| Glen Eagle Advisors, LLC | 1,950 | $116.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,935 | $115.9K | 0.01% | +276+16.6% | Added |
| Cetera Trust Company, N.A | 1,930 | $115.6K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,847 | $110.6K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,806 | $108.0K | 0.00% | +1,806 | New |
| Evermay Wealth Management LLC | 1,797 | $107.6K | 0.02% | −510−22.1% | Reduced |
| AlphaCentric Advisors LLC | 1,773 | $106.2K | 0.08% | −57−3.1% | Reduced |
| Hexagon Capital Partners LLC | 1,764 | $105.6K | 0.02% | +82+4.9% | Added |
| Kimelman & Baird, LLC | 1,700 | $101.8K | 0.01% | +1,700 | New |
| Rowland & Co Investment Counsel | 1,678 | $100.5K | 0.02% | +1,678 | New |
| GPS Wealth Strategies Group, LLC | 1,644 | $98.5K | 0.01% | −275−14.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,632 | $98.1K | 0.03% | −224−12.1% | Reduced |
| Laffer Tengler Investments | 1,620 | $97.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $96.0K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,600 | $95.8K | 0.08% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,589 | $95.2K | 0.03% | −4−0.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,586 | $95.0K | 0.02% | +1,586 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,539 | $92.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,509 | $90.0K | 0.02% | −4−0.3% | Reduced |
| BNP Paribas | 1,490 | $89.2K | 0.00% | +120+8.8% | Added |
| Quarry LP | 1,489 | $89.2K | 0.04% | −107−6.7% | Reduced |
| Peoples Financial Services Corp. | 1,425 | $85.3K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,350 | $80.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,330 | $79.7K | 0.01% | +52+4.1% | Added |
| Arrow Financial Corp | 1,300 | $77.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,292 | $77.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,279 | $77.0K | 0.00% | −98−7.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,278 | $76.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $73.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $73.1K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,219 | $73.0K | 0.01% | +1,075+746.5% | Added |
| Continuum Advisory, LLC | 1,216 | $72.8K | 0.01% | +593+95.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $71.5K | 0.00% | −117−9.6% | Reduced |
| Chilton Capital Management LLC | 1,159 | $69.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,135 | $68.0K | 0.00% | +449+65.5% | Added |
| Versant Capital Management, Inc | 1,115 | $66.8K | 0.02% | +760+214.1% | Added |
| EverSource Wealth Advisors, LLC | 1,025 | $66.7K | 0.00% | +19+1.9% | Added |
| Gables Capital Management Inc. | 1,100 | $65.9K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,094 | $65.5K | 0.01% | +10+0.9% | Added |
| Point72 Hong Kong Ltd | 1,069 | $64.0K | 0.00% | −96,560−98.9% | Reduced |
| AllSquare Wealth Management LLC | 1,056 | $63.2K | 0.04% | −143−11.9% | Reduced |
| Gen-Wealth Partners Inc | 1,044 | $62.5K | 0.03% | −101−8.8% | Reduced |
| Legend Financial Advisors, Inc. | 1,036 | $62.0K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,036 | $62.0K | 0.03% | +855+472.4% | Added |
| First Community Trust NA | 1,000 | $59.9K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $59.9K | 0.02% | +1,000 | New |
| Venturi Wealth Management, LLC | 944 | $56.5K | 0.00% | +442+88.0% | Added |
| Harbour Investments, Inc. | 925 | $55.4K | 0.00% | −819−47.0% | Reduced |
| Addison Advisors LLC | 879 | $52.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 833 | $49.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 856 | $49.3K | 0.00% | +398+86.9% | Added |
| Leonteq Securities AG | 819 | $49.0K | 0.01% | −171−17.3% | Reduced |
| Mendota Financial Group, LLC | 818 | $49.0K | 0.03% | −190−18.8% | Reduced |