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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, Q1 2026

Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2026. 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
1,769
+39 vs. Q4 2025
Shares held
572.7M
+67.9M (+13.5%) vs. Q4 2025
Total value
$67.9B
+$9.31B (+15.9%) vs. Q4 2025
New holders
134
659 more added
Sold out
95
654 more reduced

30 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,769 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ1 2026: $67.9B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2025.

Institutions holding BNY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
DecisionPoint Financial, LLC1$1190.00%00.0%Unchanged
Y.D. More Investments Ltd440$1650.00%−63−12.5%Reduced
Strategic Wealth Partners, Ltd.1$1700.00%+1New
Murphy & Mullick Capital Management Corp2$2370.00%00.0%Unchanged
3 Factor Indexing, LLC2$2380.00%+2New
MJT & Associates Financial Advisory Group, Inc.3$3560.00%00.0%Unchanged
Arcadia Investment Management Corp4$4750.00%00.0%Unchanged
Lodestone Wealth Management LLC4$4750.00%00.0%Unchanged
Elevated Capital Advisors, LLC5$5930.00%00.0%Unchanged
Breakwater Investment Management5$5940.00%00.0%Unchanged
PMV Capital Advisers, LLC5$6010.00%+5New
Tidemark, LLC6$7120.00%+6New
Roble, Belko & Company, Inc6$1.00K0.00%00.0%Unchanged
Seneschal Advisors, LLC9$1.07K0.00%00.0%Unchanged
Curio Wealth, LLC9$1.07K0.00%+9New
Hara Capital LLC10$1.19K0.00%−750−98.7%Reduced
TopTier Wealth Management, LLC11$1.30K0.00%+11New
Stone House Investment Management, LLC12$1.42K0.00%+1+9.1%Added
Burk Holdings LLC12$1.42K0.00%+12New
Arlington Trust Co LLC13$1.54K0.00%+13New
CGC Financial Services, LLC15$1.78K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.15$1.78K0.00%00.0%Unchanged
Rakuten Securities, Inc.17$2.02K0.00%+16+1,600.0%Added
Financial Management Professionals, Inc.18$2.13K0.00%00.0%Unchanged
Purpose Unlimited Inc.19$2.25K0.00%+19New
Ameriflex Group, Inc.20$2.37K0.00%00.0%Unchanged
WestEnd Advisors, LLC22$2.61K0.00%00.0%Unchanged
Palladiem, LLC21$2.68K0.00%00.0%Unchanged
HFM Investment Advisors, LLC24$2.85K0.00%00.0%Unchanged
NVWM, LLC24$2.85K0.00%00.0%Unchanged
Scarborough Advisors, LLC25$2.94K0.00%00.0%Unchanged
WealthCollab, LLC25$2.97K0.00%00.0%Unchanged
Evolution Wealth Management Inc.27$3.20K0.00%−112−80.6%Reduced
Kozak & Associates, Inc.25$3.28K0.00%00.0%Unchanged
Pittenger & Anderson Inc28$3.32K0.00%00.0%Unchanged
Sfam, LLC29$3.44K0.00%00.0%Unchanged
LM Advisors LLC415$3.50K0.07%+10+2.5%Added
Golden State Wealth Management, LLC30$3.59K0.00%00.0%Unchanged
1015 Capital Partners, LLC32$3.80K0.00%00.0%Unchanged
Mascoma Wealth Management LLC32$3.80K0.00%+6+23.1%Added
Portus Wealth Advisors, LLC35$4.15K0.00%+35New
Creative Capital Management Investments LLC36$4.27K0.00%00.0%Unchanged
IMA Wealth, Inc.37$4.39K0.00%00.0%Unchanged
Asset Planning,Inc37$4.39K0.00%00.0%Unchanged
American Capital Advisory, LLC37$4.39K0.00%+19+105.6%Added
Bard Associates Inc37$4.39K0.00%+37New
Key Financial Inc39$4.63K0.00%−8−17.0%Reduced
Synergy Investment Management, LLC39$4.63K0.00%+39New
Key Capital Management, INC39$4.63K0.00%+39New
POM Investment Strategies, LLC40$4.75K0.01%−66−62.3%Reduced
Salem Investment Counselors Inc41$4.86K0.00%+41New
Team Financial Group, LLC43$5.05K0.00%+1+2.4%Added
RMG Wealth Management LLC41$5.43K0.00%+41New
Clayton Financial Group LLC47$5.58K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC47$5.58K0.00%+11+30.6%Added
Aspect Partners, LLC48$5.69K0.00%+2+4.3%Added
Principia Wealth Advisory, LLC49$5.81K0.00%+5+11.4%Added
Intentional Wealth Strategies, LLC49$5.81K0.01%+49New
Maseco LLP50$5.88K0.00%+50New
J.Safra Asset Management Corp50$5.93K0.00%00.0%Unchanged
Accent Capital Management, LLC51$6.05K0.00%00.0%Unchanged
True Link Financial Advisors, LLC51$6.05K0.00%+51New
American National Bank53$6.29K0.00%00.0%Unchanged
Park Place Capital Corp56$6.64K0.00%−7−11.1%Reduced
Sunrise Financial Services, LLC57$6.76K0.00%00.0%Unchanged
Creative Financial Designs Inc62$7.36K0.00%00.0%Unchanged
YANKCOM Partnership63$7.47K0.00%00.0%Unchanged
Investors Portfolio Services LLC58$7.55K0.01%+18+45.0%Added
VSM Wealth Advisory, LLC67$7.95K0.00%00.0%Unchanged
Abound Wealth Management70$8.31K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC71$8.42K0.00%00.0%Unchanged
Financial Consulate, Inc74$8.78K0.00%+22+42.3%Added
Whipplewood Advisors, LLC75$8.90K0.00%+75New
Hughes Financial Services, LLC81$9.61K0.00%+5+6.6%Added
Vermillion Wealth Management, Inc.84$9.96K0.00%+48+133.3%Added
UMA Financial Services, Inc.87$10.3K0.00%+8+10.1%Added
United Financial Planning Group LLC87$10.3K0.01%+87New
Piscataqua Savings Bank89$10.6K0.01%00.0%Unchanged
IMG Wealth Management, Inc.90$10.7K0.01%−12−11.8%Reduced
Clark Wealth Partners91$10.8K0.01%00.0%Unchanged
Gold Investment Management Ltd.100$11.9K0.00%00.0%Unchanged
First PREMIER Bank100$12.0K0.00%00.0%Unchanged
Bare Financial Services, Inc103$12.2K0.00%+17+19.8%Added
Wealth Enhancement Trust Services, Inc.110$13.0K0.00%−52−32.1%Reduced
Atwood & Palmer Inc110$13.1K0.00%−100−47.6%Reduced
Bellevue Asset Management, LLC110$13.1K0.01%+1+0.9%Added
Clear Street Markets LLC113$13.4K0.01%−923−89.1%Reduced
Mowery & Schoenfeld Wealth Management, LLC116$13.7K0.02%−27−18.9%Reduced
Richardson Capital Management LLC116$13.8K0.01%+98+544.4%Added
Nalls Sherbakoff Group, LLC118$14.0K0.01%00.0%Unchanged
ZRC Wealth Management, LLC118$14.0K0.01%+10+9.3%Added
Ares Financial Consulting, LLC117$14.2K0.01%00.0%Unchanged
Hoey Investments, Inc125$14.8K0.00%−100−44.4%Reduced
Bogart Wealth, LLC129$15.3K0.00%+15+13.2%Added
Westend Capital Management, LLC132$15.7K0.00%−9−6.4%Reduced
EFG International AG132$15.7K0.00%+19+16.8%Added
Torren Management, LLC134$15.9K0.01%−1,098−89.1%Reduced
Country Trust Bank134$15.9K0.00%00.0%Unchanged
Missouri Trust & Investment Co135$16.0K0.00%00.0%Unchanged
Financial Freedom, LLC140$16.6K0.01%00.0%Unchanged