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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 10,089 | $606.5K | 0.41% | +50+0.5% | Added |
| Vident Advisory, LLC | 10,104 | $605.2K | 0.02% | +5,793+134.4% | Added |
| Quadrant Capital Group LLC | 10,096 | $604.6K | 0.04% | +78+0.8% | Added |
| IFP Advisors, Inc | 10,090 | $604.3K | 0.02% | +8,010+385.1% | Added |
| Dumont & Blake Investment Advisors LLC | 10,066 | $602.9K | 0.09% | +4,723+88.4% | Added |
| Mesirow Financial Investment Management, Inc. | 10,020 | $600.3K | 0.01% | −324−3.1% | Reduced |
| Heritage Wealth Management, Inc. | 10,025 | $600.3K | 0.20% | +10,025 | New |
| Bleakley Financial Group, LLC | 10,018 | $600.0K | 0.02% | −3,747−27.2% | Reduced |
| Simplicity Wealth,LLC | 10,018 | $600.0K | 0.01% | −3,663−26.8% | Reduced |
| Sicart Associates LLC | 10,000 | $598.9K | 0.23% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 9,983 | $597.9K | 0.06% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 9,939 | $595.2K | 0.10% | +9,939 | New |
| Trust Co of Virginia | 9,936 | $595.1K | 0.06% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 9,882 | $591.9K | 0.02% | −87−0.9% | Reduced |
| WFA of San Diego, LLC | 9,863 | $590.7K | 0.53% | +9,863 | New |
| Beacon Pointe Advisors, LLC | 9,836 | $589.1K | 0.01% | −8,113−45.2% | Reduced |
| HF Advisory Group, LLC | 9,756 | $584.3K | 0.30% | +1,448+17.4% | Added |
| Wealthspire Advisors, LLC | 9,716 | $581.9K | 0.01% | −964−9.0% | Reduced |
| Quadcap Wealth Management, LLC | 9,692 | $580.5K | 0.10% | −222−2.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 9,690 | $580.3K | 0.00% | +7,110+275.6% | Added |
| Cornerstone Advisors, LLC | 9,600 | $574.9K | 0.02% | −5,100−34.7% | Reduced |
| CSS LLC | 9,600 | $574.9K | 0.04% | +9,600 | New |
| Personal Cfo Solutions, LLC | 9,530 | $570.7K | 0.09% | +249+2.7% | Added |
| SkyView Investment Advisors, LLC | 9,469 | $567.0K | 0.10% | +983+11.6% | Added |
| HM Payson & Co | 9,425 | $564.5K | 0.01% | −1,865−16.5% | Reduced |
| Camden Capital, LLC | 9,403 | $563.2K | 0.04% | +116+1.2% | Added |
| Cypress Capital Group | 9,327 | $558.6K | 0.07% | −1,935−17.2% | Reduced |
| Laurion Capital Management LP | 9,325 | $558.5K | 0.02% | +9,325 | New |
| Whittier Trust Co of Nevada Inc | 9,185 | $550.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,177 | $549.6K | 0.07% | +3,930+74.9% | Added |
| Kowal Investment Group, LLC | 9,010 | $539.6K | 0.11% | +291+3.3% | Added |
| Aquila Investment Management LLC | 9,000 | $539.0K | 0.51% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 8,990 | $538.4K | 0.41% | +8,990 | New |
| Virtue Capital Management, LLC | 8,365 | $536.9K | 0.09% | −320−3.7% | Reduced |
| Allworth Financial LP | 8,496 | $532.6K | 0.00% | +850+11.1% | Added |
| Wesbanco Bank Inc | 8,851 | $530.1K | 0.02% | −902−9.2% | Reduced |
| Jones Financial Companies LLLP | 8,789 | $526.4K | 0.00% | +3,352+61.7% | Added |
| Daymark Wealth Partners, LLC | 8,780 | $525.8K | 0.02% | −1,821−17.2% | Reduced |
| Virtu Financial LLC | 8,743 | $524.0K | 0.04% | +8,743 | New |
| FSB Premier Wealth Management, Inc. | 8,668 | $519.2K | 0.23% | +2,872+49.6% | Added |
| Nations Financial Group Inc, | 8,651 | $518.1K | 0.04% | +722+9.1% | Added |
| Signet Financial Management, LLC | 8,644 | $517.7K | 0.07% | −79−0.9% | Reduced |
| Tectonic Advisors LLC | 8,644 | $517.7K | 0.04% | +509+6.3% | Added |
| Change Path, LLC | 8,639 | $517.0K | 0.03% | +1,385+19.1% | Added |
| Jeppson Wealth Management, LLC | 8,618 | $516.1K | 0.20% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,608 | $515.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,588 | $514.3K | 0.01% | +4,876+131.4% | Added |
| Trust Asset Management LLC | 8,581 | $513.9K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 8,556 | $512.4K | 0.44% | −113−1.3% | Reduced |
| Gilbert & Cook, Inc. | 8,534 | $511.1K | 0.07% | −788−8.5% | Reduced |
| Valeo Financial Advisors, LLC | 8,530 | $510.9K | 0.02% | −2,418−22.1% | Reduced |
| Twin City Private Wealth, LLC | 8,526 | $510.6K | 0.48% | +865+11.3% | Added |
| Checchi Capital Advisers, LLC | 8,520 | $510.3K | 0.04% | +446+5.5% | Added |
| Trust Co of Vermont | 8,492 | $508.6K | 0.03% | −200−2.3% | Reduced |
| Summit Financial Strategies, Inc. | 8,450 | $506.1K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,446 | $505.8K | 0.04% | +178+2.2% | Added |
| Lountzis Asset Management, LLC | 8,400 | $503.1K | 0.24% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,393 | $502.7K | 0.01% | +251+3.1% | Added |
| Farmers National Bank | 8,374 | $501.5K | 0.15% | −238−2.8% | Reduced |
| NorthRock Partners, LLC | 8,357 | $500.5K | 0.02% | +1,285+18.2% | Added |
| Global Financial Private Client, LLC | 8,351 | $500.1K | 0.21% | +7,370+751.3% | Added |
| CX Institutional | 8,338 | $499.4K | 0.02% | −20.0% | Reduced |
| Cidel Asset Management Inc | 8,290 | $496.5K | 0.04% | −301−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 8,165 | $489.0K | 0.02% | +696+9.3% | Added |
| Vise Technologies, Inc. | 8,046 | $481.9K | 0.08% | +1,278+18.9% | Added |
| RB Capital Management, LLC | 8,023 | $480.5K | 0.12% | +10.0% | Added |
| Kestra Private Wealth Services, LLC | 7,993 | $478.7K | 0.01% | +78+1.0% | Added |
| Graypoint LLC | 7,982 | $478.1K | 0.03% | +2,802+54.1% | Added |
| Cigna Investments Inc | 7,937 | $476.0K | 0.09% | −78−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,943 | $475.7K | 0.24% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,911 | $473.8K | 0.13% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,874 | $471.6K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,870 | $471.3K | 0.02% | −344−4.2% | Reduced |
| Founders Financial Securities LLC | 7,862 | $470.9K | 0.04% | +830+11.8% | Added |
| Manchester Capital Management LLC | 7,773 | $465.5K | 0.06% | +214+2.8% | Added |
| Chicago Trust Co NA | 7,736 | $463.3K | 0.09% | −145−1.8% | Reduced |
| JNBA Financial Advisors | 7,736 | $463.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,727 | $462.8K | 0.03% | +950+14.0% | Added |
| Mather Group, LLC. | 7,985 | $460.1K | 0.01% | +597+8.1% | Added |
| WSFS Capital Management, LLC | 7,200 | $458.1K | 0.03% | −25,751−78.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,618 | $456.2K | 0.07% | +45+0.6% | Added |
| Modera Wealth Management, LLC | 7,578 | $453.8K | 0.01% | +50+0.7% | Added |
| Woodward Diversified Capital, LLC | 7,566 | $453.1K | 0.27% | +294+4.0% | Added |
| Bahl & Gaynor Inc | 7,552 | $452.3K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 7,500 | $449.2K | 0.01% | +7,500 | New |
| IVC Wealth Advisors LLC | 7,468 | $447.3K | 0.25% | +102+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 7,370 | $441.4K | 0.03% | −150−2.0% | Reduced |
| Tradewinds, LLC. | 7,332 | $439.1K | 0.13% | +174+2.4% | Added |
| Fiduciary Financial Group, LLC | 6,732 | $437.7K | 0.11% | +6,732 | New |
| Symmetry Partners, LLC | 7,292 | $437.0K | 0.02% | −1,209−14.2% | Reduced |
| Argent Capital Management LLC | 7,280 | $436.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 7,235 | $433.3K | 0.03% | −548−7.0% | Reduced |
| Congress Asset Management Co | 7,171 | $429.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,161 | $428.9K | 0.00% | −131−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,153 | $428.4K | 0.16% | −536−7.0% | Reduced |
| KMG Fiduciary Partners, LLC | 7,150 | $428.2K | 0.04% | −119−1.6% | Reduced |
| FDx Advisors, Inc. | 7,147 | $428.0K | 0.12% | −7,288−50.5% | Reduced |
| Kathmere Capital Management, LLC | 7,132 | $427.1K | 0.05% | +85+1.2% | Added |
| Fortis Group Advisors, LLC | 7,100 | $425.2K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,068 | $423.3K | 0.00% | −522−6.9% | Reduced |