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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 6,560 | $597.7K | 0.03% | +4,000+156.3% | Added |
| Apeiron RIA LLC | 6,480 | $590.4K | 0.15% | +39+0.6% | Added |
| Hayek Kallen Investment Management | 6,429 | $586.0K | 0.20% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,414 | $584.4K | 0.13% | +6,414 | New |
| Avestar Capital, LLC | 6,375 | $580.8K | 0.04% | +1,879+41.8% | Added |
| Williams Jones Wealth Management, LLC. | 6,305 | $574.4K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,300 | $574.0K | 0.06% | −2,324−26.9% | Reduced |
| Sunbelt Securities, Inc. | 7,454 | $572.7K | 0.05% | −461−5.8% | Reduced |
| Legacy Capital Group California, Inc. | 6,282 | $572.4K | 0.16% | −10,989−63.6% | Reduced |
| Mutual Advisors, LLC | 5,658 | $571.0K | 0.01% | +758+15.5% | Added |
| Ossiam | 6,265 | $570.8K | 0.01% | +4,390+234.1% | Added |
| IVC Wealth Advisors LLC | 6,247 | $569.2K | 0.28% | −88−1.4% | Reduced |
| Grimes & Company, Inc. | 6,209 | $565.7K | 0.02% | +196+3.3% | Added |
| SeaCrest Wealth Management, LLC | 6,204 | $565.2K | 0.06% | +197+3.3% | Added |
| Stanley-Laman Group, Ltd. | 6,198 | $564.7K | 0.08% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6,195 | $564.4K | 0.10% | −563−8.3% | Reduced |
| Addison Capital Co | 6,190 | $564.0K | 0.20% | +10.0% | Added |
| Alhambra Investment Partners LLC | 6,175 | $562.6K | 0.28% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,173 | $562.4K | 0.01% | +42+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 6,167 | $562.0K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 6,147 | $560.1K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,136 | $559.1K | 0.04% | −763−11.1% | Reduced |
| One Wealth Advisors, LLC | 6,095 | $555.3K | 0.08% | −2,093−25.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,091 | $555.0K | 0.04% | −260−4.1% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 6,082 | $554.1K | 0.14% | +1,572+34.9% | Added |
| SRN Advisors, LLC | 6,045 | $550.8K | 0.50% | −600−9.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,041 | $550.4K | 0.02% | −13−0.2% | Reduced |
| Warner Financial, Inc | 6,033 | $550.0K | 0.23% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,999 | $546.6K | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,984 | $545.2K | 0.04% | +2,036+51.6% | Added |
| S&T Bank | 5,950 | $542.1K | 0.16% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,937 | $540.9K | 0.15% | −10−0.2% | Reduced |
| Clarius Group, LLC | 5,913 | $538.7K | 0.03% | −417−6.6% | Reduced |
| Mairs & Power Inc | 5,888 | $536.5K | 0.01% | +5,888 | New |
| May Barnhard Investments LLC | 5,839 | $532.0K | 0.25% | +33+0.6% | Added |
| Altfest L J & Co Inc | 5,796 | $528.1K | 0.06% | +142+2.5% | Added |
| Employees Retirement System of Texas | 5,795 | $528.0K | 0.00% | +5,795 | New |
| Gilbert Capital Group, Inc. | 5,795 | $528.0K | 0.44% | +5,795 | New |
| Stevens Capital Management LP | 5,775 | $526.0K | 0.14% | +5,775 | New |
| Fairfield, Bush & Co. | 5,752 | $524.0K | 0.30% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 5,710 | $520.2K | 0.27% | −1,090−16.0% | Reduced |
| Cidel Asset Management Inc | 5,679 | $517.4K | 0.03% | −707−11.1% | Reduced |
| Kovack Advisors, Inc. | 5,677 | $517.2K | 0.05% | +464+8.9% | Added |
| OmniStar Financial Group, Inc. | 5,674 | $517.0K | 0.39% | −4,979−46.7% | Reduced |
| Red Door Wealth Management, LLC | 5,664 | $516.1K | 0.06% | +5,664 | New |
| Studio Investment Management LLC | 5,660 | $515.7K | 0.10% | −107−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,176 | $515.6K | 0.01% | +1,228+31.1% | Added |
| MFA Wealth Services | 5,658 | $515.5K | 0.39% | +36+0.6% | Added |
| Waterfront Wealth Inc. | 5,658 | $515.5K | 0.12% | −63−1.1% | Reduced |
| Lebenthal Global Advisors, LLC | 5,626 | $512.6K | 0.10% | +1,971+53.9% | Added |
| Modern Wealth Management, LLC | 5,614 | $511.5K | 0.01% | −1,108−16.5% | Reduced |
| Net Worth Advisory Group | 5,612 | $511.3K | 0.11% | +303+5.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,609 | $511.0K | 0.17% | −511−8.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,599 | $510.1K | 0.09% | −80−1.4% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $509.2K | 0.38% | +4,915 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,584 | $508.5K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 5,579 | $508.3K | 0.03% | −1,042−15.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,573 | $507.8K | 0.03% | −117−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,566 | $507.1K | 0.13% | −156−2.7% | Reduced |
| United Advisor Group, LLC | 5,559 | $506.5K | 0.09% | +556+11.1% | Added |
| Resonant Capital Advisors, LLC | 5,554 | $506.0K | 0.03% | +508+10.1% | Added |
| Advisors Capital Management, LLC | 5,523 | $503.2K | 0.01% | +122+2.3% | Added |
| Ramirez Asset Management, Inc. | 5,522 | $503.1K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,518 | $502.7K | 0.02% | +78+1.4% | Added |
| Money Concepts Capital Corp | 5,507 | $501.7K | 0.03% | +39+0.7% | Added |
| Philadelphia Trust Co | 5,500 | $501.0K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,480 | $499.3K | 0.03% | +202+3.8% | Added |
| denkapparat Operations GmbH | 5,470 | $498.4K | 0.40% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5,468 | $498.2K | 0.18% | −715−11.6% | Reduced |
| Fundamentun, LLC | 5,441 | $495.8K | 0.02% | −153−2.7% | Reduced |
| City National Bank of Florida | 5,433 | $495.0K | 0.36% | +871+19.1% | Added |
| Firestone Capital Management | 5,413 | $493.2K | 0.12% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,377 | $489.9K | 0.15% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,324 | $485.0K | 0.01% | +5,324 | New |
| Mezzasalma Advisors, LLC | 5,309 | $483.7K | 0.15% | −13−0.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,280 | $481.1K | 0.27% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,235 | $476.9K | 0.01% | +29+0.6% | Added |
| Larson Financial Group LLC | 5,215 | $475.1K | 0.02% | +2,486+91.1% | Added |
| Sapient Capital LLC | 5,191 | $473.0K | 0.01% | −93−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 5,190 | $472.9K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,166 | $470.7K | 0.00% | −17,481−77.2% | Reduced |
| BSW Wealth Partners | 5,162 | $470.3K | 0.06% | +209+4.2% | Added |
| Inscription Capital, LLC | 5,145 | $468.8K | 0.07% | +5,145 | New |
| Farmers & Merchants Investments Inc | 5,116 | $466.1K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,094 | $464.1K | 0.09% | +112+2.2% | Added |
| Hilltop Holdings Inc. | 5,054 | $460.5K | 0.03% | −6,218−55.2% | Reduced |
| First Nebraska Trust Co | 5,050 | $460.1K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,045 | $459.6K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,019 | $457.3K | 0.02% | −84−1.6% | Reduced |
| Severin Investments, LLC | 5,014 | $456.8K | 0.43% | −107−2.1% | Reduced |
| GenTrust, LLC | 5,000 | $455.6K | 0.02% | −17−0.3% | Reduced |
| Sicart Associates LLC | 5,000 | $455.6K | 0.16% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $455.6K | 0.13% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,969 | $452.7K | 0.07% | −47−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,957 | $451.6K | 0.03% | +2,523+103.7% | Added |
| GTS Securities LLC | 4,946 | $450.6K | 0.02% | +1,644+49.8% | Added |
| Charter Trust Co | 4,934 | $449.5K | 0.03% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 4,931 | $449.3K | 0.20% | −372−7.0% | Reduced |
| Cove Private Wealth, LLC | 4,929 | $449.1K | 0.16% | +4,929 | New |
| First Heartland Consultants, Inc. | 4,897 | $446.2K | 0.04% | +803+19.6% | Added |