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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 774 | $46.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 761 | $45.6K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 747 | $45.0K | 0.00% | +3+0.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 750 | $44.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $44.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $42.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $41.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $41.9K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 700 | $41.9K | 0.02% | +700 | New |
| SRS Capital Advisors, Inc. | 697 | $41.7K | 0.00% | +697 | New |
| Cape Investment Advisory, Inc. | 677 | $40.5K | 0.02% | +78+13.0% | Added |
| Family Firm, Inc. | 672 | $40.2K | 0.01% | +672 | New |
| HHM Wealth Advisors, LLC | 670 | $40.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 670 | $40.1K | 0.00% | −224−25.1% | Reduced |
| Central Bank & Trust Co | 660 | $39.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 622 | $37.2K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $35.9K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 577 | $34.6K | 0.01% | −84−12.7% | Reduced |
| FinTrust Capital Advisors, LLC | 572 | $34.3K | 0.01% | −1,577−73.4% | Reduced |
| Brown Brothers Harriman & Co | 559 | $33.5K | 0.00% | −91−14.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 550 | $32.9K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 547 | $32.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 544 | $32.6K | 0.00% | −285−34.4% | Reduced |
| FSC Wealth Advisors, LLC | 543 | $32.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 541 | $32.4K | 0.01% | +541 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $31.9K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 505 | $30.2K | 0.02% | +505 | New |
| Grove Bank & Trust | 500 | $29.9K | 0.00% | −700−58.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $29.9K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $29.9K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $29.9K | 0.02% | +500 | New |
| Wetzel Investment Advisors, Inc. | 510 | $29.4K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 476 | $29.0K | 0.01% | −188−28.3% | Reduced |
| REAP Financial Group, LLC | 466 | $27.9K | 0.01% | −17−3.5% | Reduced |
| Great Lakes Retirement, Inc. | 464 | $27.8K | 0.00% | +464 | New |
| SOA Wealth Advisors, LLC. | 446 | $26.7K | 0.01% | +3+0.7% | Added |
| Bank of New Hampshire | 443 | $26.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 441 | $26.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 440 | $26.4K | 0.01% | −33−7.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 434 | $26.0K | 0.01% | +136+45.6% | Added |
| Harbor Investment Advisory, LLC | 419 | $25.1K | 0.00% | +10+2.4% | Added |
| Covestor Ltd | 410 | $25.0K | 0.02% | −988−70.7% | Reduced |
| Opal Wealth Advisors, LLC | 405 | $24.3K | 0.01% | +405 | New |
| Kelly Lawrence W & Associates Inc | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 378 | $23.0K | 0.00% | +87+29.9% | Added |
| Atlas Capital Advisors LLC | 382 | $22.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 360 | $21.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 335 | $21.0K | 0.01% | +2+0.6% | Added |
| GW&K Investment Management, LLC | 348 | $21.0K | 0.00% | +84+31.8% | Added |
| Princeton Global Asset Management LLC | 344 | $20.6K | 0.00% | +2+0.6% | Added |
| Trust Co | 341 | $20.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 331 | $19.8K | 0.00% | −180−35.2% | Reduced |
| New England Capital Financial Advisors LLC | 327 | $19.6K | 0.01% | +3+0.9% | Added |
| Rise Advisors, LLC | 326 | $19.5K | 0.01% | +2+0.6% | Added |
| Salomon & Ludwin, LLC | 315 | $18.9K | 0.00% | −197−38.5% | Reduced |
| Concord Wealth Partners | 301 | $18.0K | 0.00% | −1,651−84.6% | Reduced |
| FNY Investment Advisers, LLC | 300 | $17.0K | 0.01% | +300 | New |
| PFS Partners, LLC | 283 | $16.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 279 | $16.7K | 0.00% | +93+50.0% | Added |
| Spectrum Wealth Counsel, LLC | 277 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 265 | $15.9K | 0.01% | +109+69.9% | Added |
| Creekmur Asset Management LLC | 250 | $15.0K | 0.00% | −20−7.4% | Reduced |
| Cedar Mountain Advisors, LLC | 235 | $14.1K | 0.00% | −72−23.5% | Reduced |
| Westside Investment Management, Inc. | 227 | $13.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 227 | $13.6K | 0.00% | +2+0.9% | Added |
| Private Wealth Management Group, LLC | 225 | $13.5K | 0.01% | +68+43.3% | Added |
| WR Wealth Planners, LLC | 222 | $13.3K | 0.00% | +68+44.2% | Added |
| Transcendent Capital Group LLC | 219 | $13.1K | 0.01% | +2+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 216 | $12.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 209 | $12.5K | 0.00% | −396−65.5% | Reduced |
| Cornerstone Planning Group LLC | 200 | $12.3K | 0.00% | −29−12.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 201 | $12.0K | 0.00% | +201 | New |
| PrairieView Partners, LLC | 212 | $12.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 190 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 172 | $11.2K | 0.00% | +104+152.9% | Added |
| Pinnacle Bancorp, Inc. | 187 | $11.2K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 185 | $11.1K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 184 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $10.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 167 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 164 | $9.85K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 156 | $9.34K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $8.98K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 140 | $8.38K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 149 | $8.00K | 0.00% | −69,955−99.8% | Reduced |
| Asset Dedication, LLC | 131 | $7.85K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 131 | $7.85K | 0.01% | +72+122.0% | Added |
| Frazier Financial Advisors, LLC | 129 | $7.73K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 129 | $7.72K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 125 | $7.49K | 0.00% | −900−87.8% | Reduced |
| Missouri Trust & Investment Co | 111 | $6.65K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 103 | $6.17K | 0.00% | +103 | New |
| Wolff Wiese Magana LLC | 102 | $6.11K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 102 | $6.11K | 0.00% | +40+64.5% | Added |
| Caitlin John, LLC | 101 | $6.05K | 0.00% | +94+1,342.9% | Added |
| Atwood & Palmer Inc | 100 | $5.99K | 0.00% | −100−50.0% | Reduced |