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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2,462 | $224.3K | 0.01% | −808−24.7% | Reduced |
| Court Place Advisors, LLC | 2,464 | $224.5K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,465 | $224.6K | 0.01% | +14+0.6% | Added |
| Perpetual Ltd | 2,471 | $225.1K | 0.00% | −9−0.4% | Reduced |
| Sentry Investment Management LLC | 2,434 | $226.0K | 0.12% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,481 | $226.0K | 0.08% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 2,487 | $226.6K | 0.07% | +2,487 | New |
| Wealth Management Associates, Inc. | 2,498 | $227.6K | 0.09% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 2,499 | $227.7K | 0.13% | −35−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 2,500 | $227.8K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,505 | $228.2K | 0.03% | −46−1.8% | Reduced |
| Alpha Cubed Investments, LLC | 2,507 | $228.4K | 0.01% | +2,507 | New |
| WealthShield Partners, LLC | 2,530 | $230.5K | 0.03% | −3−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 2,547 | $232.0K | 0.02% | −168−6.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,547 | $232.0K | 0.16% | −23−0.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,550 | $232.3K | 0.03% | −50−1.9% | Reduced |
| Bell Investment Advisors, Inc | 2,551 | $232.4K | 0.04% | −3−0.1% | Reduced |
| Wealth Management Strategies, Inc. | 2,555 | $232.8K | 0.13% | +15+0.6% | Added |
| Sentinus, LLC | 2,568 | $234.0K | 0.06% | +96+3.9% | Added |
| Baker Avenue Asset Management, LP | 2,580 | $235.1K | 0.01% | +137+5.6% | Added |
| Great Valley Advisor Group, Inc. | 2,584 | $235.1K | 0.01% | −396−13.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,584 | $235.4K | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 2,594 | $236.3K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 2,598 | $236.7K | 0.03% | +2,598 | New |
| Washington Trust Advisors, Inc. | 2,608 | $237.6K | 0.02% | +4+0.2% | Added |
| Webster Bank, N. A. | 2,611 | $237.9K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,617 | $238.0K | 0.04% | −200−7.1% | Reduced |
| Retirement Planning Group | 2,619 | $238.6K | 0.01% | −137−5.0% | Reduced |
| Parcion Private Wealth LLC | 2,629 | $239.5K | 0.02% | −1,035−28.2% | Reduced |
| Ignite Planners, LLC | 2,427 | $239.9K | 0.04% | +2,427 | New |
| Level Four Advisory Services, LLC | 2,633 | $239.9K | 0.01% | +2,633 | New |
| Wealth Watch Advisors, INC | 1,346 | $240.0K | 0.14% | +1,346 | New |
| Signature Estate & Investment Advisors LLC | 2,646 | $241.1K | 0.01% | −2−0.1% | Reduced |
| Magnolia Capital Management Ltd | 2,657 | $242.0K | 0.19% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,657 | $242.1K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,671 | $243.3K | 0.01% | −5,116−65.7% | Reduced |
| Monument Capital Management | 2,672 | $243.5K | 0.06% | +2,672 | New |
| Crews Bank & Trust | 2,683 | $244.4K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,712 | $245.8K | 0.04% | −412−13.2% | Reduced |
| Formidable Asset Management, LLC | 2,940 | $246.6K | 0.04% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,709 | $246.8K | 0.02% | +14+0.5% | Added |
| Chemung Canal Trust Co | 2,719 | $247.7K | 0.05% | −110−3.9% | Reduced |
| Capital Investment Advisors, LLC | 2,724 | $248.2K | 0.00% | −1,050−27.8% | Reduced |
| TFB Advisors LLC | 2,725 | $248.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,725 | $248.3K | 0.03% | +26+1.0% | Added |
| Occidental Asset Management, LLC | 2,727 | $248.5K | 0.03% | +2,727 | New |
| Ameritas Advisory Services, LLC | 2,729 | $248.7K | 0.01% | +2,729 | New |
| AlTi Global, Inc. | 2,746 | $250.5K | 0.01% | +2,746 | New |
| Oregon Pacific Wealth Management, LLC | 2,750 | $250.6K | 0.24% | −393−12.5% | Reduced |
| Stockman Wealth Management, Inc. | 2,750 | $250.6K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,757 | $251.2K | 0.02% | +267+10.7% | Added |
| Chemistry Wealth Management LLC | 2,762 | $251.6K | 0.05% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,691 | $252.0K | 0.09% | +2,691 | New |
| D'Orazio & Associates, Inc. | 2,770 | $252.4K | 0.04% | +309+12.6% | Added |
| Vestmark Advisory Solutions, Inc. | 2,771 | $252.5K | 0.00% | +107+4.0% | Added |
| Main Street Financial Solutions, LLC | 2,774 | $252.7K | 0.02% | +2,774 | New |
| ASB Consultores, LLC | 2,781 | $253.4K | 0.17% | +74+2.7% | Added |
| Werba Rubin Papier Wealth Management | 2,818 | $256.7K | 0.05% | −7−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,824 | $257.3K | 0.03% | 00.0% | Unchanged |
| Omnitrust Wealth Management, Inc | 1,800 | $260.3K | 0.31% | +1,800 | New |
| Brooktree Capital Management | 2,860 | $260.6K | 0.17% | +2,860 | New |
| Plancorp, LLC | 2,864 | $260.9K | 0.01% | +45+1.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,873 | $261.8K | 0.03% | +2,873 | New |
| Verity Asset Management, Inc. | 2,891 | $263.4K | 0.13% | +70+2.5% | Added |
| Hengehold Capital Management LLC | 2,892 | $263.5K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,894 | $263.7K | 0.02% | +591+25.7% | Added |
| Oberweis Asset Management Inc | 2,897 | $263.9K | 0.01% | −49−1.7% | Reduced |
| North Star Investment Management Corp. | 2,904 | $264.6K | 0.02% | −40−1.4% | Reduced |
| Sage Capital Management, LLC | 2,909 | $265.0K | 0.13% | 00.0% | Unchanged |
| Versor Investments LP | 2,916 | $265.7K | 0.05% | +2,916 | New |
| MinichMacGregor Wealth Management, LLC | 2,926 | $266.6K | 0.06% | −458−13.5% | Reduced |
| Revolve Wealth Partners, LLC | 2,937 | $267.6K | 0.03% | +10.0% | Added |
| Ledyard National Bank | 2,939 | $267.8K | 0.03% | −432−12.8% | Reduced |
| Matisse Capital | 2,940 | $267.9K | 0.13% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,941 | $268.0K | 0.11% | −5−0.2% | Reduced |
| Balboa Wealth Partners | 2,951 | $268.9K | 0.05% | +2,951 | New |
| Fragasso Group Inc. | 2,959 | $269.6K | 0.02% | +2,959 | New |
| Clark Capital Management Group, Inc. | 2,991 | $272.5K | 0.00% | +570+23.5% | Added |
| Maia Wealth LLC | 2,992 | $272.6K | 0.05% | −727−19.5% | Reduced |
| Rehmann Capital Advisory Group | 3,006 | $273.9K | 0.02% | +3,006 | New |
| St Germain D J Co Inc | 3,017 | $274.9K | 0.01% | +209+7.4% | Added |
| Oliver Luxxe Assets LLC | 3,018 | $275.0K | 0.05% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,025 | $275.6K | 0.21% | +3,025 | New |
| Smith, Moore & Co. | 3,026 | $275.7K | 0.02% | −200−6.2% | Reduced |
| Bangor Savings Bank | 3,032 | $276.2K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,044 | $277.0K | 0.02% | +137+4.7% | Added |
| Nwam LLC | 2,733 | $277.3K | 0.02% | +176+6.9% | Added |
| MBB Public Markets I LLC | 3,064 | $279.2K | 0.03% | −707−18.7% | Reduced |
| Central Trust Co | 3,076 | $280.3K | 0.01% | −389−11.2% | Reduced |
| Spire Wealth Management | 3,081 | $280.8K | 0.01% | −63,009−95.3% | Reduced |
| Means Investment Co., Inc. | 3,087 | $281.3K | 0.03% | −61−1.9% | Reduced |
| Evoke Wealth, LLC | 3,091 | $281.6K | 0.01% | +3,091 | New |
| Portfolio Design Labs, LLC | 3,092 | $281.7K | 0.06% | −757−19.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,092 | $281.7K | 0.06% | 00.0% | Unchanged |
| Invesco, LLC | 3,092 | $281.8K | 0.11% | −743−19.4% | Reduced |
| Syverson Strege & Co | 3,098 | $282.3K | 0.07% | +3,098 | New |
| Spinnaker Trust | 3,101 | $282.5K | 0.02% | −779−20.1% | Reduced |
| Bullock Wealth Management Group | 3,125 | $283.3K | 0.15% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,112 | $283.5K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,121 | $284.4K | 0.04% | +14+0.5% | Added |