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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 7,623 | $694.5K | 0.05% | +229+3.1% | Added |
| Congress Asset Management Co | 7,632 | $695.3K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,477 | $695.7K | 0.03% | +402+5.7% | Added |
| Signet Financial Management, LLC | 7,641 | $696.2K | 0.09% | +289+3.9% | Added |
| Private Trust Co NA | 7,690 | $700.6K | 0.07% | +420+5.8% | Added |
| Advisory Alpha, LLC | 7,716 | $703.2K | 0.02% | +1,867+31.9% | Added |
| Checchi Capital Advisers, LLC | 7,790 | $709.8K | 0.05% | −606−7.2% | Reduced |
| Quarry LP | 7,811 | $711.7K | 0.16% | +1,674+27.3% | Added |
| Strategic Investment Advisors | 7,938 | $715.0K | 0.07% | −2,860−26.5% | Reduced |
| Farmers National Bank | 7,848 | $715.0K | 0.19% | −331−4.0% | Reduced |
| Hendershot Investments Inc. | 7,874 | $717.4K | 0.10% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,911 | $720.8K | 0.18% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $723.7K | 0.33% | 00.0% | Unchanged |
| RB Capital Management, LLC | 7,990 | $727.9K | 0.16% | +127+1.6% | Added |
| Sagespring Wealth Partners, LLC | 8,062 | $734.6K | 0.02% | +791+10.9% | Added |
| Skopos Labs, Inc. | 8,901 | $735.1K | 0.10% | +4,119+86.1% | Added |
| Basepoint Wealth LLC | 8,080 | $736.2K | 0.57% | +387+5.0% | Added |
| Twin City Private Wealth, LLC | 8,106 | $738.5K | 0.60% | −43−0.5% | Reduced |
| D.A. Davidson & Co. | 8,115 | $739.4K | 0.01% | −79−1.0% | Reduced |
| Banque de Luxembourg S.A. | 8,817 | $739.5K | 0.42% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 8,203 | $747.4K | 0.06% | −481−5.5% | Reduced |
| GeoWealth Management, LLC | 8,222 | $749.2K | 0.03% | −216−2.6% | Reduced |
| Diversify Advisory Services, LLC | 7,250 | $751.2K | 0.03% | +7,250 | New |
| Nations Financial Group Inc, | 8,278 | $754.2K | 0.05% | +64+0.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 8,363 | $762.0K | 0.08% | +8,363 | New |
| Trust Asset Management LLC | 8,388 | $764.2K | 0.06% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,335 | $770.0K | 0.11% | +2,733+105.0% | Added |
| Sowell Financial Services LLC | 8,463 | $771.1K | 0.03% | +181+2.2% | Added |
| Harbor Investment Advisory, LLC | 8,475 | $772.2K | 0.07% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 8,478 | $772.4K | 0.07% | +28+0.3% | Added |
| Jeppson Wealth Management, LLC | 8,609 | $784.3K | 0.27% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,624 | $785.7K | 0.01% | +34+0.4% | Added |
| Leonteq Securities AG | 8,633 | $786.6K | 0.05% | +6,073+237.2% | Added |
| Paradigm Financial Partners, LLC | 8,636 | $786.9K | 0.09% | −3,030−26.0% | Reduced |
| Wealth Quarterback LLC | 8,646 | $787.7K | 0.37% | −429−4.7% | Reduced |
| S-Bank Fund Management Ltd | 8,663 | $789.3K | 0.12% | +8,663 | New |
| Foundations Investment Advisors, LLC | 8,698 | $792.5K | 0.01% | −336−3.7% | Reduced |
| Chilton Capital Management LLC | 8,706 | $793.2K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,720 | $794.5K | 0.01% | −155−1.7% | Reduced |
| WFA of San Diego, LLC | 8,734 | $795.8K | 0.59% | +8,734 | New |
| Syon Capital LLC | 8,743 | $796.6K | 0.05% | +2,322+36.2% | Added |
| Hanlon Investment Management, Inc. | 8,753 | $797.5K | 0.57% | +147+1.7% | Added |
| Invst, LLC | 8,765 | $798.6K | 0.10% | +355+4.2% | Added |
| HM Payson & Co | 8,773 | $799.3K | 0.01% | +192+2.2% | Added |
| Lountzis Asset Management, LLC | 8,800 | $801.8K | 0.28% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 8,841 | $805.5K | 0.12% | +680+8.3% | Added |
| Hillsdale Investment Management Inc. | 8,900 | $810.9K | 0.03% | −100−1.1% | Reduced |
| Gilbert & Cook, Inc. | 8,921 | $812.8K | 0.11% | +136+1.5% | Added |
| Trust Co of Virginia | 8,923 | $813.0K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,932 | $813.8K | 0.01% | −198−2.2% | Reduced |
| Strategy Asset Managers LLC | 8,937 | $814.3K | 0.15% | −239−2.6% | Reduced |
| Smith Group Asset Management, LLC | 9,000 | $820.0K | 0.05% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 9,025 | $822.3K | 0.39% | −192−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 9,052 | $824.7K | 0.13% | +5,438+150.5% | Added |
| Redmond Asset Management, LLC | 9,065 | $825.9K | 0.20% | −530−5.5% | Reduced |
| Canandaigua National Bank & Trust Co | 9,104 | $829.5K | 0.08% | 00.0% | Unchanged |
| Rexford Capital Inc | 9,175 | $835.9K | 0.69% | +9,175 | New |
| CX Institutional | 9,177 | $836.0K | 0.03% | +581+6.8% | Added |
| TrueMark Investments, LLC | 9,312 | $848.4K | 0.18% | −41,738−81.8% | Reduced |
| Intrepid Capital Management Inc | 9,335 | $850.5K | 0.35% | −1,491−13.8% | Reduced |
| NBC Securities, Inc. | 9,365 | $853.0K | 0.07% | −2,649−22.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,363 | $853.1K | 0.09% | −400−4.1% | Reduced |
| Loudon Investment Management, LLC | 9,427 | $858.9K | 0.48% | −860−8.4% | Reduced |
| EP Wealth Advisors, LLC | 9,526 | $867.9K | 0.01% | +2,865+43.0% | Added |
| Sompo Asset Management Co., Ltd. | 9,590 | $873.7K | 0.15% | −5,340−35.8% | Reduced |
| Western Wealth Management, LLC | 9,605 | $875.1K | 0.05% | +20.0% | Added |
| Round Rock Advisors, LLC | 9,713 | $885.0K | 0.15% | +3,000+44.7% | Added |
| Aaron Wealth Advisors | 9,747 | $888.0K | 0.09% | +538+5.8% | Added |
| Curbstone Financial Management Corp | 9,750 | $888.3K | 0.18% | −400−3.9% | Reduced |
| Tectonic Advisors LLC | 9,841 | $896.6K | 0.05% | +216+2.2% | Added |
| Pettee Investors, Inc. | 9,852 | $897.6K | 0.54% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 9,853 | $897.7K | 0.26% | −29−0.3% | Reduced |
| Buckingham Strategic Partners | 9,911 | $902.4K | 0.01% | +2,252+29.4% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $911.1K | 0.29% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 10,026 | $913.4K | 0.05% | +661+7.1% | Added |
| We Are One Seven, LLC | 10,030 | $913.8K | 0.03% | −64−0.6% | Reduced |
| Raleigh Capital Management Inc. | 10,083 | $918.7K | 0.39% | −1,222−10.8% | Reduced |
| Fort Washington Investment Advisors Inc | 10,165 | $926.1K | 0.01% | +663+7.0% | Added |
| Yoffe Investment Management, LLC | 10,200 | $929.3K | 1.27% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 10,245 | $933.4K | 0.37% | +419+4.3% | Added |
| Scientech Research LLC | 10,250 | $933.9K | 0.23% | +10,250 | New |
| Whittier Trust Co of Nevada Inc | 10,253 | $934.1K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,281 | $936.7K | 0.01% | +353+3.6% | Added |
| Siemens Fonds Invest GmbH | 10,372 | $945.0K | 0.06% | +1,935+22.9% | Added |
| Profund Advisors LLC | 10,378 | $945.5K | 0.03% | −1,140−9.9% | Reduced |
| Vaughan David Investments LLC | 10,406 | $948.0K | 0.02% | +312+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 10,457 | $952.7K | 0.09% | −1,711−14.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,482 | $955.0K | 0.24% | −181−1.7% | Reduced |
| NBT Bank N A | 10,490 | $955.7K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,497 | $956.4K | 0.02% | +1,232+13.3% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $956.7K | 0.22% | +10,500 | New |
| SkyView Investment Advisors, LLC | 10,510 | $958.0K | 0.14% | −94−0.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 10,597 | $965.5K | 0.06% | −1,740−14.1% | Reduced |
| Qtron Investments LLC | 10,635 | $969.0K | 0.12% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 10,649 | $970.2K | 0.08% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 10,472 | $970.7K | 0.10% | −1,343−11.4% | Reduced |
| Trust Co of Vermont | 10,682 | $973.2K | 0.05% | +1,987+22.9% | Added |
| Keystone Financial Services | 10,749 | $979.3K | 0.33% | +254+2.4% | Added |
| Ontario Teachers Pension Plan Board | 10,796 | $983.6K | 0.02% | −1,708−13.7% | Reduced |
| Change Path, LLC | 10,882 | $991.4K | 0.03% | +273+2.6% | Added |