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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Graypoint LLC | 10,924 | $995.3K | 0.06% | −85−0.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,927 | $995.3K | 0.02% | +420+4.0% | Added |
| Farther Finance Advisors, LLC | 10,995 | $1.00M | 0.02% | +2,043+22.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,017 | $1.00M | 0.00% | +30+0.3% | Added |
| Camden Capital, LLC | 11,081 | $1.01M | 0.09% | +105+1.0% | Added |
| TownSquare Capital, LLC | 11,138 | $1.01M | 0.10% | −19,134−63.2% | Reduced |
| Pallas Capital Advisors LLC | 11,165 | $1.02M | 0.04% | +3,045+37.5% | Added |
| Manchester Capital Management LLC | 11,303 | $1.03M | 0.14% | +58+0.5% | Added |
| Semmax Financial Advisors Inc. | 10,013 | $1.03M | 0.27% | −541−5.1% | Reduced |
| Commonwealth Retirement Investments LLC | 11,337 | $1.03M | 0.39% | −526−4.4% | Reduced |
| Goodwin Investment Advisory | 11,344 | $1.03M | 1.19% | 00.0% | Unchanged |
| FCG Investment Co | 11,356 | $1.03M | 0.54% | −5,075−30.9% | Reduced |
| Affinity Investment Advisors, LLC | 11,375 | $1.04M | 0.78% | −848−6.9% | Reduced |
| Benjamin Edwards Inc | 11,376 | $1.04M | 0.01% | +817+7.7% | Added |
| Huntington National Bank | 11,401 | $1.04M | 0.01% | +221+2.0% | Added |
| Fruth Investment Management | 11,405 | $1.04M | 0.28% | −95−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 11,405 | $1.04M | 0.01% | +2,863+33.5% | Added |
| Graham Capital Management, L.P. | 11,424 | $1.04M | 0.03% | −34,536−75.1% | Reduced |
| FORA Capital, LLC | 11,434 | $1.04M | 0.12% | −34,034−74.9% | Reduced |
| Crux Wealth Advisors | 11,460 | $1.04M | 0.44% | +3,622+46.2% | Added |
| Beacon Investment Advisory Services, Inc. | 11,567 | $1.05M | 0.05% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 11,607 | $1.06M | 0.27% | −39−0.3% | Reduced |
| Centiva Capital, LP | 11,661 | $1.06M | 0.07% | +3,124+36.6% | Added |
| ING Groep NV | 11,671 | $1.06M | 0.01% | +1,359+13.2% | Added |
| Brookstone Capital Management | 11,718 | $1.07M | 0.01% | −2,588−18.1% | Reduced |
| Confluence Wealth Services, Inc. | 11,761 | $1.07M | 0.06% | +111+1.0% | Added |
| Aspen Investment Management Inc | 11,783 | $1.07M | 0.45% | −161−1.3% | Reduced |
| Schulhoff & Co Inc | 11,828 | $1.08M | 0.48% | +30.0% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $1.08M | 0.14% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 11,880 | $1.08M | 0.29% | −560−4.5% | Reduced |
| National Asset Management, Inc. | 11,982 | $1.09M | 0.05% | −2,511−17.3% | Reduced |
| Ausdal Financial Partners, Inc. | 12,022 | $1.10M | 0.07% | −727−5.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,064 | $1.10M | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 12,070 | $1.10M | 0.24% | +153+1.3% | Added |
| Snowden Capital Advisors LLC | 12,297 | $1.12M | 0.03% | −2,329−15.9% | Reduced |
| Ellevest, Inc. | 12,433 | $1.13M | 0.18% | −2,138−14.7% | Reduced |
| Alliance Wealth Advisors, LLC | 12,480 | $1.14M | 0.62% | −1,053−7.8% | Reduced |
| LGT Group Foundation | 12,484 | $1.14M | 0.01% | −361,093−96.7% | Reduced |
| Frank, Rimerman Advisors LLC | 12,502 | $1.14M | 0.08% | −406−3.1% | Reduced |
| Boothbay Fund Management, LLC | 12,507 | $1.14M | 0.04% | +12,507 | New |
| WealthTrust Axiom LLC | 12,654 | $1.15M | 0.34% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,715 | $1.16M | 0.08% | +8+0.1% | Added |
| Unique Wealth Strategies, LLC | 12,737 | $1.16M | 0.49% | +7+0.1% | Added |
| Fulton Bank, N.A. | 12,788 | $1.17M | 0.04% | +611+5.0% | Added |
| Adviser Investments LLC | 12,812 | $1.17M | 0.01% | +365+2.9% | Added |
| Hunter Associates Investment Management LLC | 12,855 | $1.17M | 0.17% | −745−5.5% | Reduced |
| Valmark Advisers, Inc. | 12,844 | $1.17M | 0.02% | +23+0.2% | Added |
| Ostrum Asset Management | 12,880 | $1.17M | 0.05% | −3,572−21.7% | Reduced |
| Peoples Bank | 12,917 | $1.18M | 0.79% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,924 | $1.18M | 0.03% | +301+2.4% | Added |
| Worldquant Millennium Advisors LLC | 12,950 | $1.18M | 0.01% | −72,001−84.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,972 | $1.18M | 0.15% | +460+3.7% | Added |
| CoreCap Advisors, LLC | 12,978 | $1.18M | 0.05% | +11,947+1,158.8% | Added |
| Geneos Wealth Management Inc. | 12,979 | $1.18M | 0.03% | +2,289+21.4% | Added |
| Machina Capital S.A.S. | 13,175 | $1.20M | 0.25% | +8,650+191.2% | Added |
| Almanack Investment Partners, LLC. | 13,207 | $1.20M | 0.19% | +1,454+12.4% | Added |
| Ascent Group, LLC | 13,244 | $1.21M | 0.05% | −10,233−43.6% | Reduced |
| Lecap Asset Management Ltd | 13,262 | $1.21M | 0.43% | +13,262 | New |
| WSFS Capital Management, LLC | 13,270 | $1.21M | 0.07% | +2,329+21.3% | Added |
| Cove Street Capital, LLC | 13,343 | $1.22M | 1.78% | 00.0% | Unchanged |
| LVW Advisors, LLC | 13,366 | $1.22M | 0.14% | −288−2.1% | Reduced |
| Shufro Rose & Co LLC | 14,577 | $1.22M | 0.10% | −188−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,495 | $1.23M | 0.02% | −124−0.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 13,505 | $1.23M | 0.77% | −840−5.9% | Reduced |
| Parallel Advisors, LLC | 13,554 | $1.23M | 0.02% | +965+7.7% | Added |
| Beacon Pointe Advisors, LLC | 13,584 | $1.24M | 0.01% | −243−1.8% | Reduced |
| Cornerstone Advisors, LLC | 13,600 | $1.24M | 0.04% | +4,000+41.7% | Added |
| Fiduciary Trust Co | 13,605 | $1.24M | 0.02% | +951+7.5% | Added |
| Boston Family Office LLC | 13,609 | $1.24M | 0.08% | 00.0% | Unchanged |
| Synovus Financial Corp | 13,657 | $1.24M | 0.02% | +119+0.9% | Added |
| Vestcor Inc | 14,029 | $1.28M | 0.04% | +736+5.5% | Added |
| IHT Wealth Management, LLC | 14,102 | $1.28M | 0.04% | −70.0% | Reduced |
| WealthTrust Asset Management, LLC | 14,107 | $1.29M | 0.96% | +145+1.0% | Added |
| Simplicity Wealth,LLC | 14,151 | $1.29M | 0.05% | +9,589+210.2% | Added |
| Capitolis Liquid Global Markets LLC | 14,200 | $1.29M | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,206 | $1.31M | 0.06% | −526−3.6% | Reduced |
| Whittier Trust Co | 14,422 | $1.31M | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,887 | $1.32M | 0.02% | +9,112+241.4% | Added |
| Signaturefd, LLC | 14,490 | $1.32M | 0.02% | −1,346−8.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 14,500 | $1.32M | 0.20% | 00.0% | Unchanged |
| Stance Capital LLC | 14,596 | $1.33M | 0.50% | +14,596 | New |
| South State Corp. | 14,746 | $1.34M | 0.06% | −106−0.7% | Reduced |
| Rossmore Private Capital | 14,751 | $1.34M | 0.16% | −128−0.9% | Reduced |
| Regions Financial Corp | 14,769 | $1.35M | 0.01% | −1,095−6.9% | Reduced |
| VestGen Advisors, LLC | 14,812 | $1.35M | 0.05% | −25,111−62.9% | Reduced |
| Endeavor Private Wealth, Inc. | 14,908 | $1.36M | 0.64% | +763+5.4% | Added |
| Parsons Capital Management Inc | 14,961 | $1.36M | 0.08% | −466−3.0% | Reduced |
| Guyasuta Investment Advisors Inc | 14,974 | $1.36M | 0.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 15,000 | $1.37M | 0.22% | +800+5.6% | Added |
| Maltese Capital Management LLC | 15,000 | $1.37M | 0.19% | +15,000 | New |
| Arjuna Capital | 15,028 | $1.37M | 0.36% | −798−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 15,047 | $1.37M | 0.02% | +92+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,092 | $1.38M | 0.03% | +5,818+62.7% | Added |
| Bleakley Financial Group, LLC | 15,096 | $1.38M | 0.03% | +2,704+21.8% | Added |
| BFSG, LLC | 15,172 | $1.38M | 0.15% | −379−2.4% | Reduced |
| Moody National Bank Trust Division | 15,175 | $1.38M | 0.13% | +851+5.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,218 | $1.39M | 0.04% | +100+0.7% | Added |
| William B. Walkup & Associates, Inc. | 15,239 | $1.39M | 0.82% | +90+0.6% | Added |
| Summit Global Investments | 15,310 | $1.40M | 0.08% | −33,544−68.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,422 | $1.41M | 0.16% | −2,344−13.2% | Reduced |