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 |
|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $509.2K | 0.38% | +4,915 | New |
| Summit Financial Wealth Advisors, LLC | 5,599 | $510.1K | 0.09% | −80−1.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,609 | $511.0K | 0.17% | −511−8.3% | Reduced |
| Net Worth Advisory Group | 5,612 | $511.3K | 0.11% | +303+5.7% | Added |
| Modern Wealth Management, LLC | 5,614 | $511.5K | 0.01% | −1,108−16.5% | Reduced |
| Lebenthal Global Advisors, LLC | 5,626 | $512.6K | 0.10% | +1,971+53.9% | Added |
| Waterfront Wealth Inc. | 5,658 | $515.5K | 0.12% | −63−1.1% | Reduced |
| MFA Wealth Services | 5,658 | $515.5K | 0.39% | +36+0.6% | Added |
| Chicago Partners Investment Group LLC | 5,176 | $515.6K | 0.01% | +1,228+31.1% | Added |
| Studio Investment Management LLC | 5,660 | $515.7K | 0.10% | −107−1.9% | Reduced |
| Red Door Wealth Management, LLC | 5,664 | $516.1K | 0.06% | +5,664 | New |
| OmniStar Financial Group, Inc. | 5,674 | $517.0K | 0.39% | −4,979−46.7% | Reduced |
| Kovack Advisors, Inc. | 5,677 | $517.2K | 0.05% | +464+8.9% | Added |
| Cidel Asset Management Inc | 5,679 | $517.4K | 0.03% | −707−11.1% | Reduced |
| Kane Investment Management, Inc. | 5,710 | $520.2K | 0.27% | −1,090−16.0% | Reduced |
| Fairfield, Bush & Co. | 5,752 | $524.0K | 0.30% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,775 | $526.0K | 0.14% | +5,775 | New |
| Gilbert Capital Group, Inc. | 5,795 | $528.0K | 0.44% | +5,795 | New |
| Employees Retirement System of Texas | 5,795 | $528.0K | 0.00% | +5,795 | New |
| Altfest L J & Co Inc | 5,796 | $528.1K | 0.06% | +142+2.5% | Added |
| May Barnhard Investments LLC | 5,839 | $532.0K | 0.25% | +33+0.6% | Added |
| Mairs & Power Inc | 5,888 | $536.5K | 0.01% | +5,888 | New |
| Clarius Group, LLC | 5,913 | $538.7K | 0.03% | −417−6.6% | Reduced |
| Bill Few Associates, Inc. | 5,937 | $540.9K | 0.15% | −10−0.2% | Reduced |
| S&T Bank | 5,950 | $542.1K | 0.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,984 | $545.2K | 0.04% | +2,036+51.6% | Added |
| IFG Advisors, LLC | 5,999 | $546.6K | 0.09% | 00.0% | Unchanged |
| Warner Financial, Inc | 6,033 | $550.0K | 0.23% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,041 | $550.4K | 0.02% | −13−0.2% | Reduced |
| SRN Advisors, LLC | 6,045 | $550.8K | 0.50% | −600−9.0% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 6,082 | $554.1K | 0.14% | +1,572+34.9% | Added |
| Fukoku Mutual Life Insurance Co | 6,091 | $555.0K | 0.04% | −260−4.1% | Reduced |
| One Wealth Advisors, LLC | 6,095 | $555.3K | 0.08% | −2,093−25.6% | Reduced |
| Eqis Capital Management, Inc. | 6,136 | $559.1K | 0.04% | −763−11.1% | Reduced |
| Atom Investors LP | 6,147 | $560.1K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,167 | $562.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,173 | $562.4K | 0.01% | +42+0.7% | Added |
| Alhambra Investment Partners LLC | 6,175 | $562.6K | 0.28% | 00.0% | Unchanged |
| Addison Capital Co | 6,190 | $564.0K | 0.20% | +10.0% | Added |
| Fortis Group Advisors, LLC | 6,195 | $564.4K | 0.10% | −563−8.3% | Reduced |
| Stanley-Laman Group, Ltd. | 6,198 | $564.7K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,204 | $565.2K | 0.06% | +197+3.3% | Added |
| Grimes & Company, Inc. | 6,209 | $565.7K | 0.02% | +196+3.3% | Added |
| IVC Wealth Advisors LLC | 6,247 | $569.2K | 0.28% | −88−1.4% | Reduced |
| Ossiam | 6,265 | $570.8K | 0.01% | +4,390+234.1% | Added |
| Mutual Advisors, LLC | 5,658 | $571.0K | 0.01% | +758+15.5% | Added |
| Legacy Capital Group California, Inc. | 6,282 | $572.4K | 0.16% | −10,989−63.6% | Reduced |
| Sunbelt Securities, Inc. | 7,454 | $572.7K | 0.05% | −461−5.8% | Reduced |
| Denali Advisors LLC | 6,300 | $574.0K | 0.06% | −2,324−26.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,305 | $574.4K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,375 | $580.8K | 0.04% | +1,879+41.8% | Added |
| Aster Capital Management (DIFC) Ltd | 6,414 | $584.4K | 0.13% | +6,414 | New |
| Hayek Kallen Investment Management | 6,429 | $586.0K | 0.20% | 00.0% | Unchanged |
| Apeiron RIA LLC | 6,480 | $590.4K | 0.15% | +39+0.6% | Added |
| Leavell Investment Management, Inc. | 6,560 | $597.7K | 0.03% | +4,000+156.3% | Added |
| First National Bank & Trust Co of Newtown | 6,567 | $598.3K | 0.12% | −150−2.2% | Reduced |
| Prospera Financial Services Inc | 6,603 | $601.7K | 0.01% | +736+12.5% | Added |
| Argus Investors' Counsel, Inc. | 6,640 | $605.0K | 0.43% | −670−9.2% | Reduced |
| Tranquilli Financial Advisor LLC | 6,645 | $605.4K | 0.37% | −100−1.5% | Reduced |
| Voleon Capital Management LP | 6,654 | $606.2K | 0.03% | +6,654 | New |
| Versant Capital Management, Inc | 6,679 | $608.5K | 0.09% | +311+4.9% | Added |
| Ransom Advisory, Ltd | 6,692 | $609.7K | 0.29% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,700 | $610.4K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,729 | $613.0K | 0.04% | +196+3.0% | Added |
| New Age Alpha Advisors, LLC | 6,785 | $618.2K | 0.03% | −5,914−46.6% | Reduced |
| Accurate Wealth Management, LLC | 6,643 | $622.1K | 0.10% | +261+4.1% | Added |
| Fisher Asset Management, LLC | 6,843 | $623.5K | 0.00% | +806+13.4% | Added |
| Ameritas Investment Partners, Inc. | 6,879 | $626.7K | 0.02% | −83−1.2% | Reduced |
| Benin Management CORP | 6,915 | $630.0K | 0.16% | −338−4.7% | Reduced |
| FineMark National Bank & Trust | 6,917 | $630.2K | 0.02% | +88+1.3% | Added |
| Moneta Group Investment Advisors LLC | 6,923 | $630.8K | 0.01% | +881+14.6% | Added |
| Wealthstar Advisors, LLC | 6,941 | $632.4K | 0.24% | −51−0.7% | Reduced |
| Aigen Investment Management, LP | 6,957 | $633.9K | 0.09% | +1,886+37.2% | Added |
| Shulman DeMeo Asset Management LLC | 6,979 | $635.8K | 0.16% | +34+0.5% | Added |
| First Foundation Advisors | 7,024 | $640.0K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,052 | $642.5K | 0.05% | −28−0.4% | Reduced |
| Keystone Financial Group | 6,987 | $642.6K | 0.06% | −20.0% | Reduced |
| RKL Wealth Management LLC | 7,057 | $643.0K | 0.06% | −618−8.1% | Reduced |
| Coastal Investment Advisors, Inc. | 7,064 | $643.6K | 0.25% | −37−0.5% | Reduced |
| Oxford Financial Group Ltd | 7,090 | $646.0K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,111 | $647.9K | 0.28% | +981+16.0% | Added |
| Cigna Investments Inc | 7,142 | $651.0K | 0.11% | −124−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 7,145 | $651.0K | 0.08% | −285−3.8% | Reduced |
| New Wave Wealth Advisors LLC | 7,199 | $655.9K | 0.28% | +131+1.9% | Added |
| Perigon Wealth Management, LLC | 7,234 | $659.1K | 0.02% | +493+7.3% | Added |
| Virtus ETF Advisers LLC | 7,250 | $660.5K | 0.40% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 7,281 | $663.4K | 0.25% | +205+2.9% | Added |
| Lionshead Wealth Management, LLC | 7,287 | $663.9K | 0.61% | −15−0.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,313 | $666.0K | 0.08% | −29−0.4% | Reduced |
| IronOak Wealth LLC. | 7,331 | $667.9K | 0.65% | +7,331 | New |
| Atlantic Union Bankshares Corp | 7,403 | $674.5K | 0.02% | −234−3.1% | Reduced |
| Readystate Asset Management LP | 7,424 | $676.4K | 0.03% | +7,424 | New |
| Valeo Financial Advisors, LLC | 7,445 | $678.3K | 0.02% | −2,390−24.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,461 | $679.8K | 0.09% | +1,555+26.3% | Added |
| Drucker Wealth 3.0, LLC | 7,376 | $686.4K | 0.13% | −1,465−16.6% | Reduced |
| Exchange Bank | 7,555 | $688.3K | 0.54% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,576 | $690.3K | 0.02% | +1,125+17.4% | Added |
| Fortress Private Ledger, LLC | 7,578 | $690.4K | 0.31% | +1,973+35.2% | Added |
| Woodward Diversified Capital, LLC | 7,585 | $691.1K | 0.35% | +2,725+56.1% | Added |
| Williamson Legacy Group, LLC | 7,618 | $694.1K | 0.58% | +4,191+122.3% | Added |