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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 13,175 | $1.20M | 0.25% | +8,650+191.2% | Added |
| Geneos Wealth Management Inc. | 12,979 | $1.18M | 0.03% | +2,289+21.4% | Added |
| CoreCap Advisors, LLC | 12,978 | $1.18M | 0.05% | +11,947+1,158.8% | Added |
| Redhawk Wealth Advisors, Inc. | 12,972 | $1.18M | 0.15% | +460+3.7% | Added |
| Worldquant Millennium Advisors LLC | 12,950 | $1.18M | 0.01% | −72,001−84.8% | Reduced |
| Independent Advisor Alliance | 12,924 | $1.18M | 0.03% | +301+2.4% | Added |
| Peoples Bank | 12,917 | $1.18M | 0.79% | 00.0% | Unchanged |
| Ostrum Asset Management | 12,880 | $1.17M | 0.05% | −3,572−21.7% | Reduced |
| Valmark Advisers, Inc. | 12,844 | $1.17M | 0.02% | +23+0.2% | Added |
| Hunter Associates Investment Management LLC | 12,855 | $1.17M | 0.17% | −745−5.5% | Reduced |
| Adviser Investments LLC | 12,812 | $1.17M | 0.01% | +365+2.9% | Added |
| Fulton Bank, N.A. | 12,788 | $1.17M | 0.04% | +611+5.0% | Added |
| Unique Wealth Strategies, LLC | 12,737 | $1.16M | 0.49% | +7+0.1% | Added |
| Jacobi Capital Management LLC | 12,715 | $1.16M | 0.08% | +8+0.1% | Added |
| WealthTrust Axiom LLC | 12,654 | $1.15M | 0.34% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 12,507 | $1.14M | 0.04% | +12,507 | New |
| Frank, Rimerman Advisors LLC | 12,502 | $1.14M | 0.08% | −406−3.1% | Reduced |
| LGT Group Foundation | 12,484 | $1.14M | 0.01% | −361,093−96.7% | Reduced |
| Alliance Wealth Advisors, LLC | 12,480 | $1.14M | 0.62% | −1,053−7.8% | Reduced |
| Ellevest, Inc. | 12,433 | $1.13M | 0.18% | −2,138−14.7% | Reduced |
| Snowden Capital Advisors LLC | 12,297 | $1.12M | 0.03% | −2,329−15.9% | Reduced |
| Allegheny Financial Group LTD | 12,070 | $1.10M | 0.24% | +153+1.3% | Added |
| Horizon Kinetics Asset Management LLC | 12,064 | $1.10M | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,022 | $1.10M | 0.07% | −727−5.7% | Reduced |
| National Asset Management, Inc. | 11,982 | $1.09M | 0.05% | −2,511−17.3% | Reduced |
| Whitener Capital Management, Inc. | 11,880 | $1.08M | 0.29% | −560−4.5% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $1.08M | 0.14% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11,828 | $1.08M | 0.48% | +30.0% | Added |
| Aspen Investment Management Inc | 11,783 | $1.07M | 0.45% | −161−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 11,761 | $1.07M | 0.06% | +111+1.0% | Added |
| Brookstone Capital Management | 11,718 | $1.07M | 0.01% | −2,588−18.1% | Reduced |
| ING Groep NV | 11,671 | $1.06M | 0.01% | +1,359+13.2% | Added |
| Centiva Capital, LP | 11,661 | $1.06M | 0.07% | +3,124+36.6% | Added |
| Outlook Wealth Advisors, LLC | 11,607 | $1.06M | 0.27% | −39−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,567 | $1.05M | 0.05% | 00.0% | Unchanged |
| Crux Wealth Advisors | 11,460 | $1.04M | 0.44% | +3,622+46.2% | Added |
| FORA Capital, LLC | 11,434 | $1.04M | 0.12% | −34,034−74.9% | Reduced |
| Graham Capital Management, L.P. | 11,424 | $1.04M | 0.03% | −34,536−75.1% | Reduced |
| Aptus Capital Advisors, LLC | 11,405 | $1.04M | 0.01% | +2,863+33.5% | Added |
| Fruth Investment Management | 11,405 | $1.04M | 0.28% | −95−0.8% | Reduced |
| Huntington National Bank | 11,401 | $1.04M | 0.01% | +221+2.0% | Added |
| Benjamin Edwards Inc | 11,376 | $1.04M | 0.01% | +817+7.7% | Added |
| Affinity Investment Advisors, LLC | 11,375 | $1.04M | 0.78% | −848−6.9% | Reduced |
| FCG Investment Co | 11,356 | $1.03M | 0.54% | −5,075−30.9% | Reduced |
| Goodwin Investment Advisory | 11,344 | $1.03M | 1.19% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 11,337 | $1.03M | 0.39% | −526−4.4% | Reduced |
| Semmax Financial Advisors Inc. | 10,013 | $1.03M | 0.27% | −541−5.1% | Reduced |
| Manchester Capital Management LLC | 11,303 | $1.03M | 0.14% | +58+0.5% | Added |
| Pallas Capital Advisors LLC | 11,165 | $1.02M | 0.04% | +3,045+37.5% | Added |
| TownSquare Capital, LLC | 11,138 | $1.01M | 0.10% | −19,134−63.2% | Reduced |
| Camden Capital, LLC | 11,081 | $1.01M | 0.09% | +105+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,017 | $1.00M | 0.00% | +30+0.3% | Added |
| Farther Finance Advisors, LLC | 10,995 | $1.00M | 0.02% | +2,043+22.8% | Added |
| Mesirow Financial Investment Management, Inc. | 10,927 | $995.3K | 0.02% | +420+4.0% | Added |
| Graypoint LLC | 10,924 | $995.3K | 0.06% | −85−0.8% | Reduced |
| Change Path, LLC | 10,882 | $991.4K | 0.03% | +273+2.6% | Added |
| Ontario Teachers Pension Plan Board | 10,796 | $983.6K | 0.02% | −1,708−13.7% | Reduced |
| Keystone Financial Services | 10,749 | $979.3K | 0.33% | +254+2.4% | Added |
| Trust Co of Vermont | 10,682 | $973.2K | 0.05% | +1,987+22.9% | Added |
| Sovran Advisors, LLC | 10,472 | $970.7K | 0.10% | −1,343−11.4% | Reduced |
| Journey Advisory Group, LLC | 10,649 | $970.2K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,635 | $969.0K | 0.12% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 10,597 | $965.5K | 0.06% | −1,740−14.1% | Reduced |
| SkyView Investment Advisors, LLC | 10,510 | $958.0K | 0.14% | −94−0.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $956.7K | 0.22% | +10,500 | New |
| NorthRock Partners, LLC | 10,497 | $956.4K | 0.02% | +1,232+13.3% | Added |
| NBT Bank N A | 10,490 | $955.7K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,482 | $955.0K | 0.24% | −181−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,457 | $952.7K | 0.09% | −1,711−14.1% | Reduced |
| Vaughan David Investments LLC | 10,406 | $948.0K | 0.02% | +312+3.1% | Added |
| Profund Advisors LLC | 10,378 | $945.5K | 0.03% | −1,140−9.9% | Reduced |
| Siemens Fonds Invest GmbH | 10,372 | $945.0K | 0.06% | +1,935+22.9% | Added |
| Davenport & Co LLC | 10,281 | $936.7K | 0.01% | +353+3.6% | Added |
| Whittier Trust Co of Nevada Inc | 10,253 | $934.1K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 10,250 | $933.9K | 0.23% | +10,250 | New |
| HF Advisory Group, LLC | 10,245 | $933.4K | 0.37% | +419+4.3% | Added |
| Yoffe Investment Management, LLC | 10,200 | $929.3K | 1.27% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 10,165 | $926.1K | 0.01% | +663+7.0% | Added |
| Raleigh Capital Management Inc. | 10,083 | $918.7K | 0.39% | −1,222−10.8% | Reduced |
| We Are One Seven, LLC | 10,030 | $913.8K | 0.03% | −64−0.6% | Reduced |
| HighPoint Advisor Group LLC | 10,026 | $913.4K | 0.05% | +661+7.1% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $911.1K | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,911 | $902.4K | 0.01% | +2,252+29.4% | Added |
| Silverlake Wealth Management LLC | 9,853 | $897.7K | 0.26% | −29−0.3% | Reduced |
| Pettee Investors, Inc. | 9,852 | $897.6K | 0.54% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 9,841 | $896.6K | 0.05% | +216+2.2% | Added |
| Curbstone Financial Management Corp | 9,750 | $888.3K | 0.18% | −400−3.9% | Reduced |
| Aaron Wealth Advisors | 9,747 | $888.0K | 0.09% | +538+5.8% | Added |
| Round Rock Advisors, LLC | 9,713 | $885.0K | 0.15% | +3,000+44.7% | Added |
| Western Wealth Management, LLC | 9,605 | $875.1K | 0.05% | +20.0% | Added |
| Sompo Asset Management Co., Ltd. | 9,590 | $873.7K | 0.15% | −5,340−35.8% | Reduced |
| EP Wealth Advisors, LLC | 9,526 | $867.9K | 0.01% | +2,865+43.0% | Added |
| Loudon Investment Management, LLC | 9,427 | $858.9K | 0.48% | −860−8.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,363 | $853.1K | 0.09% | −400−4.1% | Reduced |
| NBC Securities, Inc. | 9,365 | $853.0K | 0.07% | −2,649−22.0% | Reduced |
| Intrepid Capital Management Inc | 9,335 | $850.5K | 0.35% | −1,491−13.8% | Reduced |
| TrueMark Investments, LLC | 9,312 | $848.4K | 0.18% | −41,738−81.8% | Reduced |
| CX Institutional | 9,177 | $836.0K | 0.03% | +581+6.8% | Added |
| Rexford Capital Inc | 9,175 | $835.9K | 0.69% | +9,175 | New |
| Canandaigua National Bank & Trust Co | 9,104 | $829.5K | 0.08% | 00.0% | Unchanged |