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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 15,088 | $903.6K | 0.13% | +1,966+15.0% | Added |
| First Citizens Bank & Trust Co | 15,087 | $903.6K | 0.02% | −7,954−34.5% | Reduced |
| M&R Capital Management Inc | 15,061 | $902.0K | 0.22% | +16+0.1% | Added |
| William B. Walkup & Associates, Inc. | 14,661 | $878.0K | 0.58% | +14,661 | New |
| Cullen/Frost Bankers, Inc. | 14,608 | $874.9K | 0.01% | −804−5.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 14,510 | $869.0K | 0.15% | +500+3.6% | Added |
| Raleigh Capital Management Inc. | 14,413 | $863.2K | 0.37% | +776+5.7% | Added |
| Whittier Trust Co | 14,400 | $862.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,229 | $852.2K | 0.02% | +516+3.8% | Added |
| Coastal Investment Advisors, Inc. | 14,167 | $848.5K | 0.17% | −1,288−8.3% | Reduced |
| Whitener Capital Management, Inc. | 14,090 | $843.9K | 0.26% | −310−2.2% | Reduced |
| LVW Advisors, LLC | 14,058 | $841.9K | 0.12% | +196+1.4% | Added |
| Verdence Capital Advisors LLC | 14,037 | $840.7K | 0.07% | +3,286+30.6% | Added |
| Cedrus LLC | 14,020 | $839.7K | 0.42% | +91+0.7% | Added |
| Hunter Associates Investment Management LLC | 13,800 | $828.0K | 0.14% | −400−2.8% | Reduced |
| Unique Wealth Strategies, LLC | 14,255 | $821.4K | 0.38% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 13,662 | $818.2K | 0.22% | +37+0.3% | Added |
| Boston Family Office LLC | 13,609 | $815.0K | 0.06% | −150−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 13,526 | $810.1K | 0.01% | +34+0.3% | Added |
| Strategic Investment Advisors | 13,517 | $809.6K | 0.10% | −294−2.1% | Reduced |
| Two Sigma Investments, LP | 13,418 | $803.6K | 0.00% | −782−5.5% | Reduced |
| Engineers Gate Manager LP | 13,413 | $803.3K | 0.02% | −36,607−73.2% | Reduced |
| IHT Wealth Management, LLC | 13,283 | $795.6K | 0.03% | +390+3.0% | Added |
| Peoples Bank | 13,097 | $784.2K | 0.61% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 13,059 | $782.1K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 13,020 | $779.8K | 0.38% | 00.0% | Unchanged |
| Ellevest, Inc. | 13,006 | $778.9K | 0.05% | +525+4.2% | Added |
| DoubleLine ETF Adviser LP | 12,990 | $778.0K | 0.20% | −660−4.8% | Reduced |
| Adviser Investments LLC | 12,964 | $776.4K | 0.01% | −8−0.1% | Reduced |
| Mizuho Markets Americas LLC | 12,915 | $773.5K | 0.02% | +12,915 | New |
| Fifth Third Wealth Advisors LLC | 12,907 | $773.0K | 0.06% | +1,107+9.4% | Added |
| Profund Advisors LLC | 12,896 | $772.3K | 0.03% | −1,081−7.7% | Reduced |
| HB Wealth Management, LLC | 12,848 | $769.5K | 0.01% | +1,415+12.4% | Added |
| Confluence Wealth Services, Inc. | 12,795 | $766.3K | 0.06% | +2,553+24.9% | Added |
| Kolinsky Wealth Management, LLC | 12,785 | $765.7K | 0.55% | +37+0.3% | Added |
| Frank, Rimerman Advisors LLC | 12,766 | $764.6K | 0.05% | +12,766 | New |
| Commonwealth Retirement Investments LLC | 12,730 | $762.4K | 0.35% | −15,421−54.8% | Reduced |
| Jacobi Capital Management LLC | 12,680 | $759.4K | 0.07% | −1,039−7.6% | Reduced |
| Fiduciary Trust Co | 12,624 | $756.1K | 0.01% | +63+0.5% | Added |
| Empowered Funds, LLC | 12,598 | $754.5K | 0.01% | +1,978+18.6% | Added |
| Synovus Financial Corp | 12,541 | $751.1K | 0.01% | +271+2.2% | Added |
| Applied Finance Capital Management, LLC | 12,503 | $748.8K | 0.03% | +12,503 | New |
| Moody National Bank Trust Division | 12,476 | $747.2K | 0.06% | +831+7.1% | Added |
| WealthTrust Axiom LLC | 12,435 | $744.7K | 0.25% | +10.0% | Added |
| Oppenheimer Asset Management Inc. | 12,396 | $742.4K | 0.01% | −2,021−14.0% | Reduced |
| Schulhoff & Co Inc | 12,334 | $738.7K | 0.33% | +30.0% | Added |
| Valmark Advisers, Inc. | 12,278 | $735.3K | 0.01% | +87+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 12,221 | $731.9K | 0.03% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 12,135 | $726.8K | 0.35% | −406−3.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,087 | $723.9K | 0.07% | −570−4.5% | Reduced |
| Sowell Financial Services LLC | 12,064 | $723.0K | 0.03% | −1,433−10.6% | Reduced |
| Semmax Financial Advisors Inc. | 11,376 | $723.0K | 0.22% | +1,162+11.4% | Added |
| Horizon Kinetics Asset Management LLC | 12,064 | $722.5K | 0.01% | +300+2.6% | Added |
| Parallel Advisors, LLC | 12,012 | $719.4K | 0.02% | +740+6.6% | Added |
| NBC Securities, Inc. | 11,916 | $713.0K | 0.06% | +1,171+10.9% | Added |
| Snowden Capital Advisors LLC | 11,899 | $712.6K | 0.02% | −109−0.9% | Reduced |
| GeoWealth Management, LLC | 11,863 | $710.5K | 0.03% | +356+3.1% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $709.3K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,795 | $706.4K | 0.02% | +325+2.8% | Added |
| Entropy Technologies, LP | 11,773 | $705.1K | 0.08% | −6,055−34.0% | Reduced |
| Western Wealth Management, LLC | 11,721 | $702.0K | 0.05% | −706−5.7% | Reduced |
| Almanack Investment Partners, LLC. | 11,653 | $697.9K | 0.12% | +82+0.7% | Added |
| Wealth Quarterback LLC | 11,584 | $693.8K | 0.39% | +137+1.2% | Added |
| Aspen Investment Management Inc | 11,560 | $692.0K | 0.35% | +3,390+41.5% | Added |
| Fruth Investment Management | 11,500 | $688.0K | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,454 | $686.0K | 0.02% | −3,490−23.4% | Reduced |
| Allegheny Financial Group LTD | 11,436 | $684.9K | 0.20% | +368+3.3% | Added |
| Legacy Wealth Asset Management, LLC | 11,412 | $683.5K | 0.19% | −18,397−61.7% | Reduced |
| Goodwin Investment Advisory | 11,344 | $679.4K | 0.31% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 11,187 | $670.0K | 0.02% | −2,168−16.2% | Reduced |
| Capstone Investment Advisors, LLC | 11,166 | $668.7K | 0.01% | −11,258−50.2% | Reduced |
| Aviance Capital Partners, LLC | 11,053 | $662.0K | 0.09% | +53+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,896 | $659.6K | 0.00% | −1,093−9.9% | Reduced |
| Summit Financial, LLC | 10,957 | $656.2K | 0.03% | +3,605+49.0% | Added |
| Axxcess Wealth Management, LLC | 10,855 | $650.1K | 0.02% | +3,389+45.4% | Added |
| BSW Wealth Partners | 10,845 | $649.5K | 0.11% | −167−1.5% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $648.4K | 0.41% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,818 | $647.9K | 0.00% | +4,756+78.5% | Added |
| Curbstone Financial Management Corp | 10,750 | $643.8K | 0.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,708 | $641.0K | 0.01% | −47−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 10,702 | $640.9K | 0.01% | −10,702−50.0% | Reduced |
| Nebula Research & Development LLC | 10,680 | $639.6K | 0.10% | +10,680 | New |
| Keystone Financial Services | 10,654 | $638.1K | 0.26% | +589+5.9% | Added |
| Journey Advisory Group, LLC | 10,649 | $637.8K | 0.08% | +4,366+69.5% | Added |
| We Are One Seven, LLC | 10,633 | $636.8K | 0.03% | +2,580+32.0% | Added |
| Fort Washington Investment Advisors Inc | 10,628 | $636.5K | 0.00% | −139−1.3% | Reduced |
| Davenport & Co LLC | 10,579 | $633.6K | 0.00% | −1,902−15.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,578 | $633.5K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 10,572 | $633.2K | 0.27% | +1,030+10.8% | Added |
| Drucker Wealth 3.0, LLC | 10,442 | $625.4K | 0.17% | +10,442 | New |
| Benin Management CORP | 10,393 | $622.4K | 0.19% | −2,800−21.2% | Reduced |
| Wolverine Trading, LLC | 10,378 | $621.5K | 0.01% | −3,087−22.9% | Reduced |
| NBT Bank N A | 10,360 | $620.5K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 10,293 | $616.0K | 0.09% | +832+8.8% | Added |
| Flputnam Investment Management Co | 10,271 | $615.1K | 0.01% | −1,990−16.2% | Reduced |
| Loudon Investment Management, LLC | 10,262 | $614.6K | 0.36% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10,259 | $614.4K | 0.48% | −955−8.5% | Reduced |
| Silverlake Wealth Management LLC | 10,196 | $610.6K | 0.25% | +10,196 | New |
| Epoch Investment Partners, Inc. | 10,133 | $606.9K | 0.00% | −464−4.4% | Reduced |
| Symmetry Investments LP | 10,131 | $606.7K | 0.08% | +3,981+64.7% | Added |