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
- 1,555
- +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
- 520 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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 3,124 | $284.6K | 0.01% | −137−4.2% | Reduced |
| Marco Investment Management LLC | 3,127 | $284.9K | 0.02% | +127+4.2% | Added |
| Stablepoint Partners, LLC | 3,148 | $286.8K | 0.05% | +25+0.8% | Added |
| Stenger Family Office, LLC | 2,805 | $287.0K | 0.08% | +2,805 | New |
| KCM Investment Advisors LLC | 3,152 | $287.2K | 0.01% | −106−3.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $287.4K | 0.08% | +35+1.1% | Added |
| Haverford Trust Co | 3,159 | $287.8K | 0.00% | +26+0.8% | Added |
| Harvest Fund Management Co., Ltd | 3,173 | $289.0K | 0.01% | −8,852−73.6% | Reduced |
| Mechanics Financial Corp | 3,200 | $291.6K | 0.12% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,200 | $291.6K | 0.05% | +3,200 | New |
| Fairview Capital Investment Management, LLC | 3,207 | $292.2K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,211 | $292.6K | 0.09% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,215 | $292.9K | 0.29% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,218 | $293.2K | 0.01% | +145+4.7% | Added |
| L2 Asset Management, LLC | 3,224 | $293.7K | 0.05% | +125+4.0% | Added |
| Massmutual Trust Co FSB | 3,235 | $294.7K | 0.01% | +338+11.7% | Added |
| Essex Savings Bank | 3,237 | $294.9K | 0.07% | +10.0% | Added |
| KG&L Capital Management,LLC | 3,237 | $294.9K | 0.09% | +3,237 | New |
| MV Capital Management, Inc. | 3,238 | $295.0K | 0.03% | −16−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,241 | $295.3K | 0.01% | +3,241 | New |
| Wealth Alliance | 3,265 | $297.5K | 0.03% | +423+14.9% | Added |
| Strategic Blueprint, LLC | 3,277 | $298.6K | 0.01% | +497+17.9% | Added |
| ICONIQ Capital, LLC | 3,294 | $300.1K | 0.01% | −444−11.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,305 | $301.1K | 0.04% | −137−4.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,312 | $301.8K | 0.05% | −67−2.0% | Reduced |
| Sandbox Financial Partners, LLC | 3,317 | $302.2K | 0.10% | +8+0.2% | Added |
| Regatta Capital Group, LLC | 3,327 | $303.1K | 0.05% | −65−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,332 | $303.6K | 0.01% | +826+33.0% | Added |
| Accredited Investors Inc. | 3,335 | $303.9K | 0.02% | −500−13.0% | Reduced |
| Breakwater Capital Group | 3,346 | $304.9K | 0.05% | −33−1.0% | Reduced |
| Novem Group | 3,363 | $306.3K | 0.04% | +70+2.1% | Added |
| Apella Capital, LLC | 3,297 | $307.5K | 0.01% | +59+1.8% | Added |
| Optas, LLC | 3,378 | $307.8K | 0.06% | +3+0.1% | Added |
| Keel Point, LLC | 3,379 | $307.8K | 0.02% | −138−3.9% | Reduced |
| Virtue Capital Management, LLC | 3,381 | $308.0K | 0.06% | −4,191−55.3% | Reduced |
| Howard Capital Management Group, LLC | 3,387 | $308.6K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,488 | $309.0K | 0.02% | −129−3.6% | Reduced |
| Sivia Capital Partners, LLC | 3,394 | $309.2K | 0.11% | +909+36.6% | Added |
| Meridian Investment Counsel Inc. | 3,400 | $309.8K | 0.08% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 3,421 | $310.1K | 0.13% | +5+0.1% | Added |
| Heritage Trust Co | 3,406 | $310.3K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,423 | $311.9K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,424 | $312.0K | 0.11% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,474 | $316.5K | 0.79% | 00.0% | Unchanged |
| LM Advisors LLC | 3,482 | $317.0K | 0.04% | −5,410−60.8% | Reduced |
| Drive Wealth Management, LLC | 3,488 | $317.7K | 0.07% | +31+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 3,490 | $318.0K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,492 | $318.2K | 0.13% | +100+2.9% | Added |
| BlackDiamond Wealth Management Inc. | 3,511 | $318.3K | 0.18% | −67−1.9% | Reduced |
| Hudock, Inc. | 3,524 | $321.1K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,525 | $321.2K | 0.03% | −6−0.2% | Reduced |
| Boston Trust Walden Corp | 3,574 | $325.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,596 | $328.0K | 0.01% | +398+12.4% | Added |
| Templeton & Phillips Capital Management, LLC | 3,601 | $328.1K | 0.24% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,601 | $328.1K | 0.01% | +288+8.7% | Added |
| Kera Capital Partners, Inc. | 3,608 | $328.7K | 0.06% | +721+25.0% | Added |
| Integrated Advisors Network LLC | 3,626 | $330.4K | 0.01% | +111+3.2% | Added |
| International Assets Investment Management, LLC | 22,454 | $334.3K | 0.03% | +22,454 | New |
| Meyer Handelman Co | 3,696 | $336.7K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 3,701 | $337.0K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,700 | $337.1K | 0.02% | +1,066+40.5% | Added |
| FDx Advisors, Inc. | 3,734 | $340.0K | 0.10% | −79−2.1% | Reduced |
| Integrity Alliance, LLC. | 3,739 | $340.7K | 0.02% | −8,147−68.5% | Reduced |
| Claro Advisors LLC | 3,740 | $340.7K | 0.06% | −467−11.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,752 | $341.8K | 0.03% | +3,752 | New |
| FIL Ltd | 3,759 | $342.5K | 0.00% | +3,759 | New |
| Tritonpoint Wealth, LLC | 3,764 | $342.9K | 0.03% | +3,764 | New |
| Clark Financial Services Group Inc | 3,809 | $347.0K | 0.21% | +343+9.9% | Added |
| Quotient Wealth Partners, LLC | 3,833 | $349.3K | 0.01% | +662+20.9% | Added |
| Columbus Macro, LLC | 3,860 | $351.7K | 0.04% | −42−1.1% | Reduced |
| Caitlin John, LLC | 3,865 | $352.1K | 0.32% | +3,865 | New |
| GM Advisory Group, Inc. | 3,867 | $352.3K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,472 | $353.7K | 0.03% | +164+5.0% | Added |
| Silver Oak Securities, Inc | 3,893 | $354.7K | 0.03% | +215+5.8% | Added |
| Interchange Capital Partners, LLC | 3,913 | $356.5K | 0.08% | +287+7.9% | Added |
| Evercore Wealth Management, LLC | 3,913 | $356.5K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,920 | $357.2K | 0.02% | −145−3.6% | Reduced |
| Barrett & Company, Inc. | 3,920 | $357.2K | 0.13% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,924 | $357.5K | 0.27% | +27+0.7% | Added |
| Clear Creek Financial Management, LLC | 3,930 | $358.1K | 0.03% | −296−7.0% | Reduced |
| Peddock Capital Advisors, LLC | 3,938 | $358.8K | 0.08% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,940 | $359.0K | 0.03% | +200+5.3% | Added |
| Clearstead Advisors, LLC | 3,961 | $360.9K | 0.01% | −378−8.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $361.0K | 0.11% | −65−1.6% | Reduced |
| Essential Partners LLC | 3,998 | $364.3K | 0.15% | +3,998 | New |
| BOCHK Asset Management Ltd | 4,000 | $364.4K | 0.11% | −9,000−69.2% | Reduced |
| Rbo & Co LLC | 4,000 | $364.4K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,005 | $364.9K | 0.03% | +3+0.1% | Added |
| 1858 Wealth Management, LLC | 4,013 | $365.6K | 0.27% | −213−5.0% | Reduced |
| Stephenson & Company, Inc. | 4,020 | $366.3K | 0.22% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,045 | $369.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,052 | $369.2K | 0.03% | −132−3.2% | Reduced |
| CWA Asset Management Group, LLC | 4,071 | $370.9K | 0.02% | −38,088−90.3% | Reduced |
| Sepio Capital, LP | 4,086 | $372.3K | 0.03% | −83−2.0% | Reduced |
| Hickory Point Bank & Trust | 4,107 | $374.2K | 0.30% | +100+2.5% | Added |
| PDS Planning, Inc | 4,119 | $375.3K | 0.03% | +459+12.5% | Added |
| Personal Cfo Solutions, LLC | 4,185 | $381.3K | 0.07% | −2,935−41.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,204 | $383.0K | 0.05% | +32+0.8% | Added |
| Daymark Wealth Partners, LLC | 4,205 | $383.2K | 0.01% | +215+5.4% | Added |
| David Loasby | 3,853 | $384.6K | 0.03% | +1,130+41.5% | Added |