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 |
|---|---|---|---|---|---|
| Eastern Bank | 926 | $84.4K | 0.00% | −133−12.6% | Reduced |
| REAP Financial Group, LLC | 931 | $84.9K | 0.02% | +338+57.0% | Added |
| WPG Advisers, LLC | 940 | $85.6K | 0.07% | +451+92.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 950 | $86.6K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,031 | $93.5K | 0.02% | −86−7.7% | Reduced |
| TCTC Holdings, LLC | 1,026 | $93.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,035 | $94.3K | 0.05% | +1,035 | New |
| Legend Financial Advisors, Inc. | 1,036 | $94.4K | 0.06% | +1,036 | New |
| Clean Yield Group | 1,052 | $95.8K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,082 | $98.6K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $100.2K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $100.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,148 | $104.6K | 0.01% | +973+556.0% | Added |
| 1620 Investment Advisors, Inc. | 1,193 | $108.7K | 0.08% | −16−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 7,160 | $108.9K | 0.02% | +6,620+1,225.9% | Added |
| Osterweis Capital Management Inc | 1,199 | $109.2K | 0.01% | +1,189+11,890.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,250 | $113.9K | 0.08% | +1,250 | New |
| Concord Wealth Partners | 1,261 | $114.9K | 0.02% | +550+77.4% | Added |
| Traub Capital Management LLC | 1,280 | $116.6K | 0.11% | +1,280 | New |
| Addison Advisors LLC | 1,289 | $117.4K | 0.03% | +158+14.0% | Added |
| Oakworth Capital, Inc. | 1,309 | $119.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,350 | $123.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,385 | $126.2K | 0.00% | −986−41.6% | Reduced |
| Cape Investment Advisory, Inc. | 1,390 | $126.6K | 0.05% | +87+6.7% | Added |
| Peoples Financial Services Corp. | 1,393 | $126.9K | 0.06% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,463 | $133.3K | 0.04% | −119−7.5% | Reduced |
| Tompkins Financial Corp | 1,464 | $133.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $146.0K | 0.02% | −600−27.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,607 | $146.4K | 0.02% | +13+0.8% | Added |
| Signature Resources Capital Management, LLC | 1,628 | $148.3K | 0.09% | +28+1.8% | Added |
| Zions Bancorporation, National Association | 1,651 | $150.4K | 0.01% | +987+148.6% | Added |
| Rowland & Co Investment Counsel | 1,678 | $152.9K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $154.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,711 | $155.9K | 0.02% | −66−3.7% | Reduced |
| Hemington Wealth Management | 1,730 | $157.0K | 0.02% | +102+6.3% | Added |
| Harbour Investments, Inc. | 1,771 | $161.4K | 0.00% | +144+8.9% | Added |
| Deseret Mutual Benefit Administrators | 1,777 | $161.9K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,797 | $163.7K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $164.0K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,814 | $165.3K | 0.01% | +1,814 | New |
| Prestige Wealth Management Group LLC | 1,847 | $168.3K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,873 | $170.6K | 0.02% | +137+7.9% | Added |
| Investors Research Corp | 1,894 | $172.6K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,902 | $173.3K | 0.03% | −150−7.3% | Reduced |
| Rialto Wealth Management, LLC | 1,912 | $174.2K | 0.05% | +16+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,929 | $175.8K | 0.06% | +981+103.5% | Added |
| Cetera Trust Company, N.A | 1,930 | $175.8K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 1,983 | $181.0K | 0.13% | +1,983 | New |
| Park Square Financial Group, LLC | 1,989 | $181.2K | 0.13% | −233−10.5% | Reduced |
| Vision Financial Markets LLC | 2,000 | $182.2K | 0.17% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $182.2K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $184.0K | 0.03% | 00.0% | Unchanged |
| Gould Capital, LLC | 2,035 | $185.4K | 0.12% | −339−14.3% | Reduced |
| Tobam | 2,064 | $188.0K | 0.07% | −321−13.5% | Reduced |
| Colonial Trust Co | 2,076 | $189.1K | 0.03% | −29−1.4% | Reduced |
| Venturi Wealth Management, LLC | 2,107 | $192.0K | 0.01% | +2,107 | New |
| MUFG Securities EMEA plc | 2,114 | $192.6K | 0.01% | −14,885−87.6% | Reduced |
| Tower Trust & Investment Co | 2,139 | $194.9K | 0.14% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,200 | $200.4K | 0.01% | +2,200 | New |
| Fire Capital Management LLC | 2,200 | $200.4K | 0.13% | +2,200 | New |
| Flagship Harbor Advisors, LLC | 2,205 | $200.9K | 0.01% | +2,205 | New |
| Stordahl Capital Management, Inc. | 2,206 | $201.0K | 0.04% | +2,206 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $201.1K | 0.11% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,208 | $201.2K | 0.16% | +2,208 | New |
| Rosenberg Matthew Hamilton | 2,215 | $201.8K | 0.05% | +242+12.3% | Added |
| Grove Bank & Trust | 2,225 | $202.7K | 0.03% | +25+1.1% | Added |
| Cromwell Holdings LLC | 2,230 | $203.2K | 0.12% | +84+3.9% | Added |
| Equitable Holdings, Inc. | 2,234 | $203.5K | 0.00% | +2,234 | New |
| Thrive Wealth Management, LLC | 2,239 | $204.0K | 0.03% | +2,239 | New |
| Brown Brothers Harriman & Co | 2,244 | $204.5K | 0.00% | +1,498+200.8% | Added |
| Resources Management Corp | 2,260 | $206.0K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,266 | $206.5K | 0.10% | +2,266 | New |
| Bordeaux Wealth Advisors LLC | 2,282 | $207.9K | 0.03% | +2,282 | New |
| Proficio Capital Partners LLC | 2,289 | $208.6K | 0.01% | +2,289 | New |
| TCI Wealth Advisors, Inc. | 2,292 | $208.8K | 0.01% | +2,292 | New |
| Koshinski Asset Management, Inc. | 2,295 | $209.1K | 0.02% | −198−7.9% | Reduced |
| City Holding Co | 2,304 | $209.9K | 0.03% | −313−12.0% | Reduced |
| First Commonwealth Financial Corp | 2,312 | $210.6K | 0.05% | +2,312 | New |
| City State Bank | 2,317 | $211.1K | 0.07% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,334 | $212.7K | 0.01% | +2,334 | New |
| Plimoth Trust Co LLC | 2,350 | $214.1K | 0.05% | +2,350 | New |
| Meadow Creek Wealth Advisors LLC | 2,354 | $214.5K | 0.14% | +2,354 | New |
| Armis Advisers, LLC | 2,379 | $216.8K | 0.02% | +2,379 | New |
| LOM Asset Management Ltd | 2,380 | $217.0K | 0.07% | +2,380 | New |
| Trust Co of Toledo NA | 2,400 | $218.7K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,400 | $218.7K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,400 | $218.7K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $218.7K | 0.05% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,407 | $219.3K | 0.04% | +12+0.5% | Added |
| MQS Management LLC | 2,409 | $219.5K | 0.12% | +2,409 | New |
| Aprio Wealth Management, LLC | 2,416 | $220.1K | 0.02% | −221−8.4% | Reduced |
| Maxele Advisors, LLC | 2,422 | $220.7K | 0.19% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,425 | $220.9K | 0.18% | −125−4.9% | Reduced |
| Caliber Wealth Management, LLC | 2,425 | $220.9K | 0.02% | −90−3.6% | Reduced |
| SlateStone Wealth, LLC | 2,422 | $221.0K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,433 | $221.7K | 0.01% | −390−13.8% | Reduced |
| W Advisors, LLC | 2,439 | $222.2K | 0.13% | −95−3.7% | Reduced |
| PUREfi Wealth, LLC | 2,445 | $222.8K | 0.18% | −424−14.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,450 | $223.2K | 0.00% | +2,450 | New |
| Hutchinson Capital Management | 2,461 | $224.2K | 0.04% | −2,572−51.1% | Reduced |