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
- 1,768
- +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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 8,212 | $974.2K | 0.10% | +1,716+26.4% | Added |
| Harbor Investment Advisory, LLC | 8,265 | $980.5K | 0.08% | −119−1.4% | Reduced |
| Central Trust Co | 8,276 | $981.8K | 0.02% | +2,043+32.8% | Added |
| Themes Management Co LLC | 8,278 | $982.0K | 0.61% | −326−3.8% | Reduced |
| HM Payson & Co | 8,310 | $985.8K | 0.01% | −365−4.2% | Reduced |
| Smartleaf Asset Management LLC | 8,572 | $987.4K | 0.04% | +365+4.4% | Added |
| Manchester Capital Management LLC | 8,412 | $997.9K | 0.14% | +601+7.7% | Added |
| Round Rock Advisors, LLC | 8,413 | $998.0K | 0.15% | −1,000−10.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,453 | $1.00M | 0.01% | +106+1.3% | Added |
| Trust Co of Virginia | 8,457 | $1.00M | 0.08% | −226−2.6% | Reduced |
| EP Wealth Advisors, LLC | 8,474 | $1.01M | 0.00% | −943−10.0% | Reduced |
| Summit Financial Strategies, Inc. | 8,478 | $1.01M | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,493 | $1.01M | 0.14% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8,525 | $1.01M | 0.81% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,532 | $1.01M | 0.40% | +215+2.6% | Added |
| USA Financial Portformulas Corp | 8,565 | $1.02M | 0.19% | +1,064+14.2% | Added |
| Daymark Wealth Partners, LLC | 8,587 | $1.02M | 0.03% | +4,353+102.8% | Added |
| Crawford Investment Counsel Inc | 8,619 | $1.02M | 0.02% | −10−0.1% | Reduced |
| Sunbelt Securities, Inc. | 8,633 | $1.02M | 0.06% | +10.0% | Added |
| Peoples Bank | 8,635 | $1.02M | 1.03% | −20−0.2% | Reduced |
| Inscription Capital, LLC | 8,640 | $1.02M | 0.11% | +214+2.5% | Added |
| Curbstone Financial Management Corp | 8,650 | $1.03M | 0.20% | −100−1.1% | Reduced |
| Perigon Wealth Management, LLC | 8,664 | $1.03M | 0.02% | −182−2.1% | Reduced |
| Fiduciary Trust Co | 8,675 | $1.03M | 0.01% | −86−1.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,694 | $1.03M | 0.11% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 8,724 | $1.03M | 0.05% | −654−7.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,747 | $1.04M | 0.09% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 8,749 | $1.04M | 0.38% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 8,781 | $1.04M | 0.17% | +8+0.1% | Added |
| Banque de Luxembourg S.A. | 8,817 | $1.05M | 0.54% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 7,918 | $1.05M | 0.02% | +7,918 | New |
| Almanack Investment Partners, LLC. | 8,834 | $1.05M | 0.18% | +44+0.5% | Added |
| Tradewinds, LLC. | 7,844 | $1.05M | 0.34% | +132+1.7% | Added |
| LVW Advisors, LLC | 8,887 | $1.05M | 0.10% | +1,013+12.9% | Added |
| Kathmere Capital Management, LLC | 8,887 | $1.05M | 0.07% | +542+6.5% | Added |
| Mesirow Financial Investment Management, Inc. | 8,910 | $1.06M | 0.02% | +1,067+13.6% | Added |
| Verdad Advisers, LP | 8,951 | $1.06M | 1.20% | −5,810−39.4% | Reduced |
| Founders Financial Securities LLC | 8,270 | $1.06M | 0.06% | +184+2.3% | Added |
| SageView Advisory Group, LLC | 8,998 | $1.07M | 0.04% | −394−4.2% | Reduced |
| Wedmont Private Capital | 8,358 | $1.07M | 0.03% | +361+4.5% | Added |
| Catalytic Wealth RIA, LLC | 9,016 | $1.07M | 0.04% | +688+8.3% | Added |
| Rexford Capital Inc | 9,075 | $1.08M | 0.77% | 00.0% | Unchanged |
| BSW Wealth Partners | 9,164 | $1.09M | 0.13% | +242+2.7% | Added |
| Loudon Investment Management, LLC | 9,177 | $1.09M | 0.59% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 9,192 | $1.09M | 0.01% | −2,806−23.4% | Reduced |
| Sowell Financial Services LLC | 9,236 | $1.10M | 0.04% | +794+9.4% | Added |
| Forum Financial Management, LP | 9,237 | $1.10M | 0.02% | −13,028−58.5% | Reduced |
| Mather Group, LLC. | 9,269 | $1.10M | 0.01% | +37+0.4% | Added |
| Fort Washington Investment Advisors Inc | 9,277 | $1.10M | 0.01% | +168+1.8% | Added |
| Gilbert & Cook, Inc. | 9,283 | $1.10M | 0.14% | +78+0.8% | Added |
| Frec Markets, Inc. | 9,350 | $1.11M | 0.19% | +5,034+116.6% | Added |
| Woodward Diversified Capital, LLC | 8,252 | $1.11M | 0.51% | +153+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 9,418 | $1.12M | 0.10% | +713+8.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,460 | $1.12M | 0.15% | +500+5.6% | Added |
| Moody National Bank Trust Division | 9,470 | $1.12M | 0.11% | +540+6.0% | Added |
| Foundations Investment Advisors, LLC | 9,483 | $1.12M | 0.01% | +937+11.0% | Added |
| Geneos Wealth Management Inc. | 9,574 | $1.14M | 0.03% | −255−2.6% | Reduced |
| Coastal Investment Advisors, Inc. | 9,594 | $1.14M | 0.39% | +625+7.0% | Added |
| Hanlon Investment Management, Inc. | 9,619 | $1.14M | 0.63% | −163−1.7% | Reduced |
| Havemeyer Place LP | 9,657 | $1.15M | 0.13% | −5,918−38.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,697 | $1.15M | 0.28% | −156−1.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 9,700 | $1.15M | 0.17% | −2,800−22.4% | Reduced |
| Sagespring Wealth Partners, LLC | 9,715 | $1.15M | 0.02% | +805+9.0% | Added |
| T. Rowe Price Investment Management, Inc. | 9,716 | $1.15M | 0.00% | +9,574+6,742.3% | Added |
| Alliance Wealth Advisors, LLC | 9,732 | $1.15M | 0.55% | −2,105−17.8% | Reduced |
| CX Institutional | 9,798 | $1.16M | 0.04% | +232+2.4% | Added |
| AMG National Trust Bank | 9,810 | $1.16M | 0.03% | +4,527+85.7% | Added |
| D.A. Davidson & Co. | 9,839 | $1.17M | 0.01% | −324−3.2% | Reduced |
| Baader Bank INC | 9,882 | $1.17M | 0.12% | +3,561+56.3% | Added |
| Vaughan David Investments LLC | 9,906 | $1.18M | 0.02% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 9,963 | $1.18M | 0.40% | −395−3.8% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $1.19M | 0.59% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,056 | $1.19M | 0.09% | +10,056 | New |
| Journey Advisory Group, LLC | 10,070 | $1.19M | 0.10% | −579−5.4% | Reduced |
| Commonwealth Retirement Investments LLC | 10,103 | $1.20M | 0.37% | −477−4.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,117 | $1.20M | 0.05% | −121−1.2% | Reduced |
| Magnolia Capital Management Ltd | 10,139 | $1.20M | 0.81% | +7,482+281.6% | Added |
| Yoffe Investment Management, LLC | 10,200 | $1.21M | 1.55% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,240 | $1.21M | 0.05% | +116+1.1% | Added |
| Horizon Kinetics Asset Management LLC | 10,308 | $1.22M | 0.01% | −1,556−13.1% | Reduced |
| Aspen Investment Management Inc | 10,397 | $1.23M | 0.38% | −85−0.8% | Reduced |
| NBT Bank N A | 10,402 | $1.23M | 0.08% | +62+0.6% | Added |
| Keystone Financial Services | 10,438 | $1.24M | 0.36% | −211−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,155 | $1.24M | 0.03% | +1,750+23.6% | Added |
| Hunter Associates Investment Management LLC | 10,570 | $1.25M | 0.17% | −680−6.0% | Reduced |
| Shufro Rose & Co LLC | 10,555 | $1.25M | 0.09% | −800−7.0% | Reduced |
| Tema ETFs LLC | 10,638 | $1.26M | 0.08% | +49+0.5% | Added |
| William B. Walkup & Associates, Inc. | 15,149 | $1.27M | 0.76% | +157+1.0% | Added |
| Capstone Investment Advisors, LLC | 10,748 | $1.28M | 0.01% | +10,748 | New |
| Whitener Capital Management, Inc. | 10,870 | $1.29M | 0.29% | −190−1.7% | Reduced |
| Huntington National Bank | 10,932 | $1.30M | 0.01% | −1,369−11.1% | Reduced |
| Ausdal Financial Partners, Inc. | 10,953 | $1.30M | 0.06% | −717−6.1% | Reduced |
| Stableford Capital II LLC | 10,961 | $1.30M | 0.48% | +54+0.5% | Added |
| Penserra Capital Management LLC | 11,088 | $1.31M | 0.02% | +7,127+179.9% | Added |
| Pettee Investors, Inc. | 9,852 | $1.32M | 0.68% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 11,410 | $1.33M | 0.01% | +3,882+51.6% | Added |
| Fortress Private Ledger, LLC | 11,182 | $1.33M | 0.42% | +1,228+12.3% | Added |
| Hillsdale Investment Management Inc. | 11,200 | $1.33M | 0.04% | +1,700+17.9% | Added |
| DRW Securities, LLC | 11,254 | $1.33M | 0.07% | +3,492+45.0% | Added |
| Fruth Investment Management | 11,250 | $1.33M | 0.33% | −55−0.5% | Reduced |