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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 25,228 | $1.51M | 0.45% | +30.0% | Added |
| Cove Street Capital, LLC | 24,954 | $1.49M | 1.07% | −2,446−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,937 | $1.49M | 0.06% | +897+3.7% | Added |
| Ritholtz Wealth Management | 24,925 | $1.49M | 0.05% | −123−0.5% | Reduced |
| SNS Financial Group, LLC | 24,819 | $1.49M | 0.16% | −1,447−5.5% | Reduced |
| Resources Investment Advisors, LLC. | 24,682 | $1.48M | 0.02% | +6,017+32.2% | Added |
| Carret Asset Management, LLC | 24,488 | $1.47M | 0.17% | +88+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,440 | $1.46M | 0.00% | +2,155+9.7% | Added |
| Gotham Asset Management, LLC | 24,352 | $1.46M | 0.02% | +773+3.3% | Added |
| Axiom Advisory, LLC | 25,200 | $1.46M | 0.02% | +25,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,443 | $1.46M | 0.06% | +24,443 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 24,120 | $1.44M | 0.10% | −939−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,798 | $1.43M | 0.04% | −298−1.2% | Reduced |
| Blair William & Co | 23,691 | $1.42M | 0.00% | +2,298+10.7% | Added |
| United Services Automobile Association | 23,668 | $1.42M | 0.04% | −1,779−7.0% | Reduced |
| Mirabella Financial Services LLP | 23,598 | $1.41M | 0.10% | +7,361+45.3% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.41M | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 23,477 | $1.41M | 0.20% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.40M | 1.16% | – | New |
| Northwest & Ethical Investments L.P. | 23,389 | $1.40M | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 22,995 | $1.38M | 0.10% | +134+0.6% | Added |
| Aspire Private Capital, LLC | 22,920 | $1.37M | 0.35% | +1,450+6.8% | Added |
| Groupama Asset Managment | 22,912 | $1.37M | 0.03% | +22,912 | New |
| First National Trust Co | 22,912 | $1.37M | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 22,610 | $1.35M | 0.02% | −44−0.2% | Reduced |
| Kanawha Capital Management LLC | 22,577 | $1.35M | 0.11% | −999−4.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 22,416 | $1.34M | 0.18% | −2,150−8.8% | Reduced |
| Fulton Bank, N.A. | 22,386 | $1.34M | 0.05% | +4,572+25.7% | Added |
| Principal Securities, Inc. | 22,317 | $1.34M | 0.04% | +1,342+6.4% | Added |
| Karpas Strategies, LLC | 22,278 | $1.33M | 0.42% | +30+0.1% | Added |
| Johnson Investment Counsel Inc | 22,190 | $1.33M | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 22,175 | $1.33M | 0.05% | +716+3.3% | Added |
| Robinson Value Management, Ltd. | 21,970 | $1.32M | 0.92% | −104−0.5% | Reduced |
| Wynn Capital, LLC | 21,929 | $1.31M | 0.97% | −350−1.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 21,857 | $1.31M | 0.04% | −2,841−11.5% | Reduced |
| Argent Trust Co | 21,855 | $1.31M | 0.06% | +2,072+10.5% | Added |
| Capitolis Liquid Global Markets LLC | 21,500 | $1.29M | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 21,440 | $1.28M | 0.13% | +11+0.1% | Added |
| WCG Wealth Advisors LLC | 21,322 | $1.28M | 0.09% | −3,731−14.9% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $1.27M | 0.97% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 21,210 | $1.27M | 0.26% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 21,195 | $1.27M | 0.01% | −493−2.3% | Reduced |
| Mission Wealth Management, LP | 21,120 | $1.26M | 0.03% | −1,064−4.8% | Reduced |
| Bailard, Inc. | 21,007 | $1.26M | 0.03% | −351−1.6% | Reduced |
| SRN Advisors, LLC | 20,990 | $1.26M | 1.05% | −2,010−8.7% | Reduced |
| Tiaa Trust, National Association | 20,843 | $1.25M | 0.00% | −326−1.5% | Reduced |
| PEAK6 Investments LLC | 20,654 | $1.24M | 0.06% | +20,170+4,167.4% | Added |
| Stratos Wealth Partners, LTD. | 20,532 | $1.23M | 0.02% | +1,730+9.2% | Added |
| Horizon Investments, LLC | 20,594 | $1.22M | 0.03% | −1,003−4.6% | Reduced |
| Rothschild Investment LLC | 20,418 | $1.22M | 0.09% | +1,621+8.6% | Added |
| AXS Investments LLC | 20,265 | $1.21M | 0.34% | −1,745−7.9% | Reduced |
| Columbia Asset Management | 20,042 | $1.20M | 0.23% | −5,603−21.8% | Reduced |
| Wedbush Securities Inc | 19,984 | $1.20M | 0.04% | +1,782+9.8% | Added |
| Lowe Brockenbrough & Co Inc | 19,947 | $1.19M | 0.08% | −520−2.5% | Reduced |
| Ofi Invest Asset Management | 21,378 | $1.19M | 0.03% | +457+2.2% | Added |
| Klingenstein Fields & Co LP | 19,192 | $1.15M | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 19,010 | $1.14M | 0.41% | +15,110+387.4% | Added |
| Tokio Marine Asset Management Co Ltd | 18,971 | $1.14M | 0.05% | −2,863−13.1% | Reduced |
| Ballentine Partners, LLC | 18,945 | $1.13M | 0.02% | +1,880+11.0% | Added |
| Bristol John W & Co Inc | 18,887 | $1.13M | 0.02% | +18,887 | New |
| Gifford Fong Associates | 18,872 | $1.13M | 0.30% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.12M | 0.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 18,700 | $1.12M | 0.17% | +1,200+6.9% | Added |
| Beverly Hills Private Wealth, LLC | 18,694 | $1.12M | 0.24% | +7,111+61.4% | Added |
| Sunesis Advisors, LLC | 18,436 | $1.10M | 0.66% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 18,340 | $1.10M | 0.37% | +4,871+36.2% | Added |
| Bartlett & Co. Wealth Management LLC | 18,111 | $1.08M | 0.02% | −1,800−9.0% | Reduced |
| Apollon Wealth Management, LLC | 18,028 | $1.08M | 0.03% | −2,092−10.4% | Reduced |
| Van Hulzen Asset Management, LLC | 18,017 | $1.08M | 0.07% | −2,000−10.0% | Reduced |
| Parsons Capital Management Inc | 17,904 | $1.07M | 0.07% | −170−0.9% | Reduced |
| Park National Corp | 17,752 | $1.06M | 0.04% | −29,315−62.3% | Reduced |
| Sequoia Financial Advisors, LLC | 17,699 | $1.06M | 0.01% | +646+3.8% | Added |
| Meeder Advisory Services, Inc. | 17,688 | $1.06M | 0.07% | +4,393+33.0% | Added |
| Essex Financial Services, Inc. | 16,703 | $1.06M | 0.08% | +5,499+49.1% | Added |
| Donald L. Hagan, LLC | 17,675 | $1.06M | 0.56% | +358+2.1% | Added |
| TownSquare Capital, LLC | 17,659 | $1.06M | 0.01% | +3,224+22.3% | Added |
| Summit Global Investments | 17,566 | $1.05M | 0.07% | −8,465−32.5% | Reduced |
| GYL Financial Synergies, LLC | 17,479 | $1.05M | 0.08% | +89+0.5% | Added |
| Ingalls & Snyder LLC | 17,387 | $1.04M | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17,355 | $1.04M | 0.08% | 00.0% | Unchanged |
| Beacon Financial Group | 17,281 | $1.03M | 0.12% | −404−2.3% | Reduced |
| Lebenthal Global Advisors, LLC | 17,102 | $1.02M | 0.22% | −432−2.5% | Reduced |
| Welch Group, LLC | 16,936 | $1.01M | 0.05% | +11,600+217.4% | Added |
| AE Wealth Management LLC | 16,792 | $1.01M | 0.01% | +1,535+10.1% | Added |
| Ostrum Asset Management | 16,391 | $981.7K | 0.09% | −6,244−27.6% | Reduced |
| Park Avenue Securities LLC | 16,322 | $978.0K | 0.01% | −375−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 16,292 | $975.7K | 0.02% | +42+0.3% | Added |
| Affinity Investment Advisors, LLC | 16,239 | $972.6K | 0.73% | +5,520+51.5% | Added |
| Leisure Capital Management | 16,139 | $966.6K | 0.45% | −124−0.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,000 | $958.2K | 0.16% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,902 | $952.4K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 15,874 | $945.1K | 0.11% | +732+4.8% | Added |
| Vestcor Inc | 15,759 | $944.0K | 0.03% | −17,376−52.4% | Reduced |
| McRae Capital Management Inc | 15,628 | $936.0K | 0.21% | 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 |
| Guyasuta Investment Advisors Inc | 17,801 | $926.5K | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 15,373 | $920.7K | 0.03% | −30−0.2% | Reduced |
| Hancock Whitney Corp | 15,144 | $907.0K | 0.03% | −229−1.5% | Reduced |
| SageView Advisory Group, LLC | 15,096 | $904.1K | 0.04% | −228−1.5% | Reduced |