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 Foundation Advisors | 7,024 | $420.7K | 0.02% | +500+7.7% | Added |
| Ransom Advisory, Ltd | 6,992 | $418.8K | 0.21% | +20.0% | Added |
| Searle & Co. | 6,989 | $418.6K | 0.10% | +2,489+55.3% | Added |
| Ascent Group, LLC | 6,986 | $418.4K | 0.03% | +84+1.2% | Added |
| Avidian Wealth Solutions, LLC | 6,887 | $412.5K | 0.02% | +1,026+17.5% | Added |
| HighPoint Advisor Group LLC | 6,270 | $409.0K | 0.02% | +168+2.8% | Added |
| FineMark National Bank & Trust | 6,829 | $409.0K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,818 | $408.3K | 0.11% | −78−1.1% | Reduced |
| First National Bank & Trust Co of Newtown | 6,783 | $406.2K | 0.08% | −300−4.2% | Reduced |
| Clarius Group, LLC | 6,731 | $403.1K | 0.03% | −283−4.0% | Reduced |
| Buckingham Strategic Partners | 6,720 | $402.5K | 0.01% | +1,827+37.3% | Added |
| Round Rock Advisors, LLC | 6,690 | $400.7K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,687 | $400.5K | 0.01% | −2,091−23.8% | Reduced |
| Richard W. Paul & Associates, LLC | 6,678 | $399.9K | 0.15% | −67−1.0% | Reduced |
| Catalina Capital Group, LLC | 6,650 | $398.2K | 0.15% | +406+6.5% | Added |
| McIlrath & Eck, LLC | 6,606 | $395.6K | 0.06% | +58+0.9% | Added |
| Centaurus Financial, Inc. | 6,580 | $394.0K | 0.03% | +1,803+37.7% | Added |
| SeaCrest Wealth Management, LLC | 6,570 | $393.5K | 0.04% | −99−1.5% | Reduced |
| Atomi Financial Group, Inc. | 6,518 | $390.4K | 0.03% | +1,146+21.3% | Added |
| Studio Investment Management LLC | 6,502 | $389.4K | 0.09% | +154+2.4% | Added |
| Keystone Financial Group | 6,485 | $388.4K | 0.14% | +500+8.4% | Added |
| Alhambra Investment Partners LLC | 6,455 | $386.6K | 0.21% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,446 | $386.1K | 0.02% | +918+16.6% | Added |
| Hayek Kallen Investment Management | 6,429 | $385.0K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,424 | $384.7K | 0.01% | −4,081−38.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,394 | $382.9K | 0.01% | +412+6.9% | Added |
| Cohen & Steers, Inc. | 6,378 | $382.0K | 0.00% | −123−1.9% | Reduced |
| Waldron Private Wealth LLC | 6,378 | $382.0K | 0.02% | −391−5.8% | Reduced |
| Bryn Mawr Trust Co | 6,350 | $380.3K | 0.01% | −500−7.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $369.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Corp | 6,099 | $365.0K | 0.15% | +358+6.2% | Added |
| Vivaldi Capital Management, LLC | 6,071 | $363.6K | 0.10% | +130+2.2% | Added |
| Stanley-Laman Group, Ltd. | 6,063 | $363.1K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,039 | $361.7K | 0.01% | +170+2.9% | Added |
| Kovack Advisors, Inc. | 6,015 | $360.2K | 0.04% | +6,015 | New |
| BFSG, LLC | 6,008 | $359.8K | 0.05% | −1,000−14.3% | Reduced |
| IFG Advisors, LLC | 5,999 | $359.3K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,949 | $356.3K | 0.01% | +547+10.1% | Added |
| S&T Bank | 5,950 | $356.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 5,898 | $353.2K | 0.04% | −388−6.2% | Reduced |
| Thoroughbred Financial Services, LLC | 5,880 | $352.0K | 0.02% | +5,880 | New |
| Accurate Wealth Management, LLC | 5,333 | $350.3K | 0.08% | +185+3.6% | Added |
| Tobam | 5,845 | $350.0K | 0.05% | −3,520−37.6% | Reduced |
| Altfest L J & Co Inc | 5,842 | $350.0K | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,844 | $350.0K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,843 | $349.9K | 0.01% | −42−0.7% | Reduced |
| Modern Wealth Management, LLC | 5,796 | $347.1K | 0.03% | +5+0.1% | Added |
| Clear Creek Financial Management, LLC | 5,785 | $346.4K | 0.04% | −166−2.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,552 | $345.3K | 0.04% | +1,855+39.5% | Added |
| Grimes & Company, Inc. | 5,764 | $345.2K | 0.01% | −37−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,680 | $340.2K | 0.01% | −2,071−26.7% | Reduced |
| Hilltop Holdings Inc. | 5,676 | $339.9K | 0.04% | +20+0.4% | Added |
| Wedmont Private Capital | 5,231 | $338.4K | 0.02% | +640+13.9% | Added |
| Summit Financial Wealth Advisors, LLC | 5,610 | $336.0K | 0.07% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,586 | $335.0K | 0.03% | −5−0.1% | Reduced |
| First Heartland Consultants, Inc. | 5,595 | $335.0K | 0.03% | +29+0.5% | Added |
| Jackson Creek Investment Advisors LLC | 5,597 | $335.0K | 0.12% | +5,597 | New |
| Avestar Capital, LLC | 5,582 | $334.3K | 0.04% | +919+19.7% | Added |
| Aaron Wealth Advisors | 5,555 | $332.7K | 0.05% | +350+6.7% | Added |
| Berkshire Asset Management LLC | 5,511 | $330.1K | 0.02% | +5,511 | New |
| Accredited Investors Inc. | 5,504 | $329.6K | 0.02% | −1,000−15.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,419 | $324.5K | 0.03% | +935+20.9% | Added |
| Firestone Capital Management | 5,413 | $324.2K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,404 | $323.6K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,095 | $323.4K | 0.01% | +873+20.7% | Added |
| Van Strum & Towne Inc. | 5,377 | $322.0K | 0.12% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,358 | $320.9K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 5,352 | $320.5K | 0.02% | −42−0.8% | Reduced |
| Eqis Capital Management, Inc. | 5,346 | $320.2K | 0.03% | −2,645−33.1% | Reduced |
| Global Retirement Partners, LLC | 5,337 | $319.6K | 0.01% | +1,193+28.8% | Added |
| Sigma Planning Corp | 5,327 | $319.1K | 0.01% | −359−6.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,300 | $317.4K | 0.09% | +900+20.5% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $316.2K | 0.19% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,190 | $310.8K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 5,181 | $310.3K | 0.03% | +271+5.5% | Added |
| Sapient Capital LLC | 5,175 | $309.9K | 0.01% | +47+0.9% | Added |
| Trust Point Inc. | 5,109 | $306.0K | 0.02% | −838−14.1% | Reduced |
| Cable Hill Partners, LLC | 5,093 | $305.0K | 0.03% | +5,093 | New |
| Fisher Asset Management, LLC | 5,077 | $304.1K | 0.00% | +588+13.1% | Added |
| Sage Mountain Advisors LLC | 5,068 | $303.5K | 0.03% | +819+19.3% | Added |
| Quent Capital, LLC | 5,038 | $301.7K | 0.03% | +3+0.1% | Added |
| Summit Trail Advisors, LLC | 5,035 | $301.5K | 0.01% | +121+2.5% | Added |
| Index Fund Advisors, Inc. | 5,032 | $301.4K | 0.02% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,038 | $301.0K | 0.03% | +5,038 | New |
| Rossmore Private Capital | 5,000 | $299.4K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,967 | $297.5K | 0.09% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,957 | $296.9K | 0.06% | +17+0.3% | Added |
| Bard Financial Services, Inc. | 4,940 | $295.9K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 4,934 | $295.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,916 | $294.4K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital Corp | 4,900 | $293.5K | 0.13% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,894 | $293.1K | 0.20% | −14−0.3% | Reduced |
| Merit Financial Group, LLC | 4,870 | $291.7K | 0.01% | +229+4.9% | Added |
| 1858 Wealth Management, LLC | 4,866 | $291.4K | 0.24% | +188+4.0% | Added |
| Fundamentun, LLC | 4,863 | $291.3K | 0.02% | +243+5.3% | Added |
| Ironwood Investment Management LLC | 4,847 | $290.3K | 0.16% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,826 | $289.1K | 0.05% | +585+13.8% | Added |
| Mutual Advisors, LLC | 4,471 | $288.8K | 0.01% | −215−4.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,803 | $287.6K | 0.07% | +778+19.3% | Added |
| Wharton Business Group, LLC | 4,780 | $286.0K | 0.01% | 00.0% | Unchanged |