Bank of New York Mellon Corp

BNY

Exchange: NYSE
Industry: State Commercial Banks
SEC CIK: 0001390777

SEC filings (opens in a new tab)

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 2025

Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2025. 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: 1,556; +75 vs. Q1 2025
Shares held: 598.3M; −17.8M (−2.9%) vs. Q1 2025
Total value: $54.5B; +$2.89B (+5.6%) vs. Q1 2025
New holders: 171; 521 more added
Sold out: 96; 584 more reduced

24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,556 institutions

Value heldQ2 2025: $54.5B

Institutions holding BNY and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,885	$83.1B
Q1 2026	1,769	$67.9B
Q4 2025	1,760	$68.4B
Q3 2025	1,646	$63.9B
Q2 2025	1,556	$54.5B
Q1 2025	1,505	$51.9B
Q4 2024	1,442	$47.8B
Q3 2024	1,293	$44.6B
Q2 2024	1,252	$37.6B
Q1 2024	1,256	$36.2B
Q4 2023	1,170	$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 2025

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2025.

Institutions holding BNY in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wood Tarver Financial Group, LLC	7	$0	0.00%	00.0%	Unchanged
Robinson Value Management, Ltd.	1	$46	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	1	$91	0.00%	+1	New
Banque Transatlantique SA	1	$92	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	669	$181	0.00%	−361−35.0%	Reduced
LGT Financial Advisors LLC	2	$182	0.00%	+2	New
MJT & Associates Financial Advisory Group, Inc.	3	$274	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	5	$456	0.00%	−39−88.6%	Reduced
Blume Capital Management, Inc.	5	$456	0.00%	+5	New
Puff Wealth Management, LLC	5	$460	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	7	$638	0.00%	+7	New
Koesten, Hirschmann & Crabtree, INC.	8	$723	0.00%	+8	New
CBIZ Investment Advisory Services, LLC	10	$911	0.00%	−84−89.4%	Reduced
Binnacle Investments Inc	10	$911	0.00%	+10	New
Roble, Belko & Company, Inc	6	$1.00K	0.00%	+6	New
Centerpoint Advisors, LLC	11	$1.00K	0.00%	+11	New
FNY Investment Advisers, LLC	13	$1.00K	0.00%	+13	New
American Capital Advisory, LLC	11	$1.00K	0.00%	00.0%	Unchanged
Contravisory Investment Management, Inc.	14	$1.28K	0.00%	00.0%	Unchanged
Key Financial Inc	14	$1.28K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.37K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	15	$1.37K	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	15	$1.37K	0.00%	+15	New
WestEnd Advisors, LLC	16	$1.46K	0.00%	−6−27.3%	Reduced
Newbridge Financial Services Group, Inc.	18	$1.64K	0.00%	00.0%	Unchanged
NVWM, LLC	19	$1.73K	0.00%	−15−44.1%	Reduced
Neo Ivy Capital Management	20	$1.82K	0.00%	+20	New
UMA Financial Services, Inc.	21	$1.91K	0.00%	+21	New
Core Alternative Capital	22	$2.00K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	22	$2.00K	0.00%	+11+100.0%	Added
Riggs Asset Managment Co. Inc.	23	$2.10K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	24	$2.19K	0.00%	+13+118.2%	Added
HFM Investment Advisors, LLC	24	$2.19K	0.00%	+15+166.7%	Added
Scarborough Advisors, LLC	24	$2.23K	0.00%	+24	New
WealthCollab, LLC	25	$2.28K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	26	$2.37K	0.00%	00.0%	Unchanged
Activest Wealth Management	32	$2.92K	0.00%	−119−78.8%	Reduced
Principia Wealth Advisory, LLC	33	$3.01K	0.00%	+7+26.9%	Added
Horizon Financial Services, LLC	33	$3.01K	0.00%	+17+106.3%	Added
Vermillion Wealth Management, Inc.	36	$3.28K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	36	$3.28K	0.00%	00.0%	Unchanged
Kiker Wealth Management, LLC	36	$3.28K	0.00%	+36	New
Asset Planning,Inc	37	$3.37K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	39	$3.55K	0.00%	−514−92.9%	Reduced
Halbert Hargrove Global Advisors, LLC	40	$3.65K	0.00%	+15+60.0%	Added
Salem Investment Counselors Inc	41	$3.74K	0.00%	−5−10.9%	Reduced
Team Financial Group, LLC	42	$3.83K	0.00%	+42	New
Pineridge Advisors LLC	44	$4.01K	0.00%	00.0%	Unchanged
MorganRosel Wealth Management, LLC	50	$4.56K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	56	$5.10K	0.01%	00.0%	Unchanged
Park Place Capital Corp	59	$5.35K	0.00%	00.0%	Unchanged
Abound Wealth Management	65	$5.92K	0.00%	00.0%	Unchanged
VSM Wealth Advisory, LLC	67	$6.10K	0.00%	+67	New
Atlantic Private Wealth, LLC	70	$6.38K	0.00%	+70	New
Sierra Ocean, LLC	70	$6.39K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	71	$6.47K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	72	$6.67K	0.00%	+22+44.0%	Added
Hollencrest Capital Management	75	$6.83K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	75	$6.83K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	76	$6.92K	0.00%	00.0%	Unchanged
Transce3nd, LLC	84	$7.65K	0.00%	+75+833.3%	Added
Bank of Jackson Hole Trust	85	$7.74K	0.00%	+85	New
Hughes Financial Services, LLC	76	$7.77K	0.00%	−23−23.2%	Reduced
Bare Financial Services, Inc	86	$7.83K	0.00%	+62+258.3%	Added
Truvestments Capital LLC	88	$8.02K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	89	$8.11K	0.01%	00.0%	Unchanged
Clark Wealth Partners	91	$8.29K	0.01%	+42+85.7%	Added
Bogart Wealth, LLC	92	$8.38K	0.00%	+5+5.7%	Added
Solstein Capital, LLC	93	$8.47K	0.00%	+93	New
MCF Advisors LLC	96	$8.75K	0.00%	−52−35.1%	Reduced
First PREMIER Bank	100	$9.00K	0.00%	00.0%	Unchanged
Kilter Group LLC	99	$9.02K	0.00%	+99	New
Gold Investment Management Ltd.	100	$9.06K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	100	$9.11K	0.00%	00.0%	Unchanged
Trust Co	102	$9.29K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	102	$9.29K	0.01%	+102	New
IAG Wealth Partners, LLC	103	$9.38K	0.00%	00.0%	Unchanged
Accredited Wealth Management, LLC	106	$9.66K	0.01%	+106	New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	107	$9.75K	0.00%	+107	New
Bellevue Asset Management, LLC	108	$9.90K	0.00%	00.0%	Unchanged
Whipplewood Advisors, LLC	109	$9.93K	0.01%	−140−56.2%	Reduced
Atticus Wealth Management, LLC	116	$10.6K	0.00%	+116	New
Nalls Sherbakoff Group, LLC	118	$10.8K	0.01%	00.0%	Unchanged
Community Bank, N.A.	125	$11.4K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	133	$12.1K	0.02%	00.0%	Unchanged
Missouri Trust & Investment Co	135	$12.3K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	135	$12.3K	0.00%	+30+28.6%	Added
Golden State Wealth Management, LLC	135	$12.4K	0.00%	+30+28.6%	Added
Highline Wealth Partners LLC	138	$12.6K	0.00%	+2+1.5%	Added
Financial Freedom, LLC	140	$12.8K	0.01%	00.0%	Unchanged
Westend Capital Management, LLC	141	$12.8K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	142	$12.9K	0.00%	+142	New
North Capital, Inc.	143	$13.0K	0.01%	00.0%	Unchanged
USA Financial Portformulas Corp	148	$13.5K	0.00%	−21,516−99.3%	Reduced
Access Investment Management LLC	150	$13.7K	0.00%	+150	New
Howard Hughes Medical Institute	155	$14.1K	0.01%	+155	New
Creative Financial Designs Inc	160	$14.6K	0.00%	+5+3.2%	Added
Global Trust Asset Management, LLC	164	$15.0K	0.01%	00.0%	Unchanged
Red Tortoise LLC	167	$15.2K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	168	$15.3K	0.00%	00.0%	Unchanged