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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sachetta, LLC | 172 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 180 | $16.4K | 0.00% | −24−11.8% | Reduced |
| Luken Investment Analytics, LLC | 184 | $16.8K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 185 | $16.9K | 0.00% | +107+137.2% | Added |
| Pinnacle Bancorp, Inc. | 187 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 170 | $17.3K | 0.01% | +170 | New |
| Briaud Financial Planning, Inc | 208 | $18.0K | 0.01% | +208 | New |
| Avion Wealth | 211 | $19.0K | 0.00% | +51+31.9% | Added |
| Atwood & Palmer Inc | 210 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 216 | $19.7K | 0.01% | +216 | New |
| N.E.W. Advisory Services LLC | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 232 | $21.2K | 0.00% | +1+0.4% | Added |
| Retirement Wealth Solutions LLC | 243 | $22.2K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 248 | $22.6K | 0.01% | −11−4.2% | Reduced |
| Rossby Financial, LCC | 270 | $24.6K | 0.01% | −40−12.9% | Reduced |
| Beacon Capital Management, LLC | 279 | $25.4K | 0.00% | +2+0.7% | Added |
| Private Wealth Management Group, LLC | 279 | $25.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $25.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 287 | $26.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 288 | $26.2K | 0.00% | +127+78.9% | Added |
| ORG Partners LLC | 291 | $26.4K | 0.01% | −215−42.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 298 | $27.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $27.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 302 | $27.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 307 | $28.3K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 319 | $29.1K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 322 | $29.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 295 | $29.7K | 0.01% | −97−24.7% | Reduced |
| New England Capital Financial Advisors LLC | 335 | $30.5K | 0.01% | +2+0.6% | Added |
| Hoey Investments, Inc | 350 | $31.9K | 0.00% | +350 | New |
| Bellwether Advisors, LLC | 360 | $32.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 380 | $34.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $34.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 382 | $35.0K | 0.00% | +4+1.1% | Added |
| GW&K Investment Management, LLC | 395 | $36.0K | 0.00% | +37+10.3% | Added |
| GFG Capital, LLC | 397 | $36.2K | 0.01% | +397 | New |
| Caldwell Trust Co | 399 | $36.4K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 400 | $36.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $36.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 400 | $36.4K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 418 | $38.1K | 0.02% | −51−10.9% | Reduced |
| NewSquare Capital LLC | 430 | $39.2K | 0.00% | +64+17.5% | Added |
| Ogorek Anthony Joseph | 448 | $40.0K | 0.01% | −23−4.9% | Reduced |
| Bank of New Hampshire | 443 | $40.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 446 | $40.6K | 0.01% | +210+89.0% | Added |
| South Plains Financial, Inc. | 447 | $40.7K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 450 | $41.0K | 0.01% | +450 | New |
| Graney & King, LLC | 452 | $41.2K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 463 | $42.2K | 0.03% | +3+0.7% | Added |
| Creekmur Asset Management LLC | 467 | $42.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 472 | $43.0K | 0.01% | −251−34.7% | Reduced |
| Clear Street Markets LLC | 481 | $43.8K | 0.02% | +481 | New |
| TruNorth Capital Management, LLC | 500 | $45.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 506 | $46.1K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 508 | $46.3K | 0.05% | −16−3.1% | Reduced |
| Centricity Wealth Management, LLC | 514 | $46.8K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 533 | $48.6K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 549 | $50.0K | 0.15% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 550 | $50.1K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 554 | $50.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 557 | $50.7K | 0.03% | +57+11.4% | Added |
| Private Wealth Asset Management, LLC | 597 | $54.4K | 0.01% | −23−3.7% | Reduced |
| Optimum Investment Advisors | 600 | $54.7K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 609 | $55.5K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 617 | $56.2K | 0.02% | −84−12.0% | Reduced |
| Kestra Investment Management, LLC | 672 | $56.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 621 | $56.6K | 0.02% | −57−8.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 569 | $58.9K | 0.02% | +569 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | $59.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 694 | $63.2K | 0.01% | +4+0.6% | Added |
| HHM Wealth Advisors, LLC | 696 | $63.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $63.8K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 700 | $63.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 709 | $64.6K | 0.01% | +130+22.5% | Added |
| Headlands Technologies LLC | 713 | $65.0K | 0.01% | +713 | New |
| Maseco LLP | 727 | $66.2K | 0.00% | +727 | New |
| LRI Investments, LLC | 729 | $66.4K | 0.01% | −147−16.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 737 | $67.1K | 0.04% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 750 | $68.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $68.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 752 | $68.5K | 0.03% | +291+63.1% | Added |
| Garde Capital, Inc. | 757 | $69.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 756 | $69.0K | 0.00% | +2+0.3% | Added |
| Asset Dedication, LLC | 759 | $69.2K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 761 | $69.3K | 0.01% | +761 | New |
| Silvant Capital Management LLC | 774 | $70.5K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 775 | $70.6K | 0.04% | −100−11.4% | Reduced |
| AlphaCore Capital LLC | 775 | $70.6K | 0.00% | +775 | New |
| Covestor Ltd | 814 | $74.0K | 0.04% | +49+6.4% | Added |
| Cary Street Partner Investment Advisory LLC | 828 | $75.4K | 0.04% | +100+13.7% | Added |
| AllSquare Wealth Management LLC | 840 | $76.5K | 0.04% | −118−12.3% | Reduced |
| Millstone Evans Group, LLC | 840 | $76.5K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 866 | $78.9K | 0.06% | −134−13.4% | Reduced |
| Harbor Capital Advisors, Inc. | 888 | $81.0K | 0.00% | +746+525.4% | Added |
| Sarver Vrooman Wealth Advisors | 893 | $81.4K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 896 | $81.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 907 | $82.6K | 0.00% | −146−13.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 918 | $83.7K | 0.03% | +4+0.4% | Added |
| Iron Horse Wealth Management, LLC | 920 | $83.8K | 0.02% | +900+4,500.0% | Added |
| Pacific Center for Financial Services | 920 | $83.8K | 0.02% | −301−24.7% | Reduced |