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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 11,283 | $1.34M | 0.01% | −3,316−22.7% | Reduced |
| Crux Wealth Advisors | 11,291 | $1.34M | 0.51% | −790−6.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,301 | $1.34M | 0.14% | −1,156−9.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,317 | $1.34M | 0.06% | −150−1.3% | Reduced |
| Goodwin Investment Advisory | 11,344 | $1.35M | 1.60% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 11,502 | $1.36M | 0.23% | +7,002+155.6% | Added |
| Ellevest, Inc. | 11,517 | $1.37M | 0.19% | +282+2.5% | Added |
| Flputnam Investment Management Co | 11,599 | $1.38M | 0.02% | −200−1.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 11,960 | $1.38M | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 11,614 | $1.38M | 0.02% | +85+0.7% | Added |
| Allegheny Financial Group LTD | 11,665 | $1.38M | 0.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 11,689 | $1.39M | 0.10% | +55+0.5% | Added |
| Unique Wealth Strategies, LLC | 11,756 | $1.39M | 0.57% | −205−1.7% | Reduced |
| Tobam | 11,775 | $1.40M | 0.36% | +2,952+33.5% | Added |
| Aspire Private Capital, LLC | 11,831 | $1.40M | 0.32% | −4,803−28.9% | Reduced |
| Schulhoff & Co Inc | 11,835 | $1.40M | 0.58% | +20.0% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $1.41M | 0.18% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,861 | $1.41M | 0.05% | +1,012+9.3% | Added |
| Transcend Wealth Collective, LLC | 11,863 | $1.41M | 0.11% | +3,000+33.8% | Added |
| Westco Advisory Services Inc | 11,866 | $1.41M | 0.91% | −177−1.5% | Reduced |
| First National Trust Co | 11,915 | $1.41M | 0.05% | −91−0.8% | Reduced |
| Smith Group Asset Management, LLC | 11,989 | $1.42M | 0.07% | +2,989+33.2% | Added |
| Camden Capital, LLC | 12,003 | $1.42M | 0.09% | +1,180+10.9% | Added |
| Snowden Capital Advisors LLC | 12,017 | $1.43M | 0.04% | +159+1.3% | Added |
| Stance Capital LLC | 12,092 | $1.43M | 0.70% | +312+2.6% | Added |
| Courier Capital LLC | 12,100 | $1.44M | 0.08% | +77+0.6% | Added |
| Columbia Asset Management | 12,117 | $1.44M | 0.27% | −1,420−10.5% | Reduced |
| Groupama Asset Managment | 12,179 | $1.44M | 0.02% | +3,208+35.8% | Added |
| Leavell Investment Management, Inc. | 12,200 | $1.45M | 0.06% | +1,800+17.3% | Added |
| Financial Plan, Inc. | 12,297 | $1.46M | 0.16% | 00.0% | Unchanged |
| BFSG, LLC | 12,365 | $1.47M | 0.14% | −580−4.5% | Reduced |
| Williamson Legacy Group, LLC | 12,408 | $1.47M | 1.10% | +1,614+15.0% | Added |
| Park National Corp | 12,438 | $1.48M | 0.04% | −320−2.5% | Reduced |
| GeoWealth Management, LLC | 12,522 | $1.49M | 0.05% | −9,888−44.1% | Reduced |
| Mainstay Capital Management LLC | 12,527 | $1.49M | 0.11% | −79−0.6% | Reduced |
| Wealthstar Advisors, LLC | 12,539 | $1.49M | 0.89% | +7,051+128.5% | Added |
| Whittier Trust Co of Nevada Inc | 12,045 | $1.49M | 0.03% | +1,031+9.4% | Added |
| Strategic Investment Advisors | 12,501 | $1.49M | 0.10% | +5,823+87.2% | Added |
| Frank, Rimerman Advisors LLC | 12,604 | $1.50M | 0.10% | −3,906−23.7% | Reduced |
| Valmark Advisers, Inc. | 12,663 | $1.50M | 0.02% | −174−1.4% | Reduced |
| RB Capital Management, LLC | 12,709 | $1.51M | 0.32% | +2,237+21.4% | Added |
| WealthTrust Axiom LLC | 12,739 | $1.51M | 0.37% | +85+0.7% | Added |
| Abacus Wealth Partners, LLC | 12,752 | $1.51M | 0.14% | +586+4.8% | Added |
| Brookstone Capital Management | 12,761 | $1.51M | 0.02% | −755−5.6% | Reduced |
| Fulton Bank, N.A. | 12,788 | $1.52M | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,822 | $1.52M | 0.07% | +275+2.2% | Added |
| Carnegie Lake Advisors LLC | 12,888 | $1.53M | 0.61% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 12,914 | $1.53M | 0.06% | −666−4.9% | Reduced |
| WealthTrust Asset Management, LLC | 12,989 | $1.54M | 0.92% | +43+0.3% | Added |
| Syon Capital LLC | 13,009 | $1.54M | 0.08% | +1,310+11.2% | Added |
| Dynamic Technology Lab Private Ltd | 13,030 | $1.55M | 0.25% | −13,332−50.6% | Reduced |
| Sun Financial Inc | 11,390 | $1.55M | 0.78% | −192−1.7% | Reduced |
| Vectors Research Management, LLC | 13,074 | $1.55M | 0.45% | +93+0.7% | Added |
| Affinity Investment Advisors, LLC | 13,094 | $1.55M | 0.97% | +167+1.3% | Added |
| Stenger Family Office, LLC | 13,149 | $1.56M | 0.28% | +1,221+10.2% | Added |
| Buckingham Strategic Partners | 13,306 | $1.58M | 0.02% | −1,366−9.3% | Reduced |
| TIAA Wealth Investment Management LLC | 13,306 | $1.58M | 0.01% | +13,306 | New |
| Boston Family Office LLC | 13,388 | $1.59M | 0.11% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,389 | $1.59M | 0.01% | +172+1.3% | Added |
| Gradient Capital Advisors, LLC | 13,395 | $1.59M | 0.41% | +53+0.4% | Added |
| Ramirez Asset Management, Inc. | 13,418 | $1.59M | 0.19% | −49−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,476 | $1.60M | 0.02% | −219−1.6% | Reduced |
| Brighton Jones LLC | 13,884 | $1.65M | 0.04% | +13,884 | New |
| Mission Wealth Management, LP | 13,976 | $1.66M | 0.03% | −558−3.8% | Reduced |
| Vestcor Inc | 14,029 | $1.66M | 0.05% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 14,037 | $1.67M | 0.05% | +1,844+15.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,075 | $1.67M | 0.08% | −534−3.7% | Reduced |
| Essex Financial Services, Inc. | 14,237 | $1.69M | 0.09% | −3,347−19.0% | Reduced |
| Rossmore Private Capital | 14,238 | $1.69M | 0.15% | −513−3.5% | Reduced |
| Regions Financial Corp | 14,258 | $1.69M | 0.01% | −165−1.1% | Reduced |
| Meridian Wealth Management, LLC | 14,265 | $1.69M | 0.06% | −409−2.8% | Reduced |
| IPG Investment Advisors LLC | 14,516 | $1.72M | 0.30% | −1,166−7.4% | Reduced |
| Mount Lucas Management LP | 14,573 | $1.73M | 0.64% | −4,158−22.2% | Reduced |
| Quantitative Investment Management, LLC | 14,623 | $1.73M | 0.18% | +14,623 | New |
| South State Corp. | 14,626 | $1.74M | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 14,757 | $1.75M | 0.04% | −149−1.0% | Reduced |
| Center for Wealth Management Advisory | 14,777 | $1.75M | 1.26% | +14,777 | New |
| FCG Investment Co | 14,781 | $1.75M | 0.77% | +14,781 | New |
| Prospera Financial Services Inc | 14,933 | $1.77M | 0.03% | −4,193−21.9% | Reduced |
| Element Pointe Advisors, LLC | 15,010 | $1.78M | 0.34% | 00.0% | Unchanged |
| Whittier Trust Co | 14,422 | $1.78M | 0.02% | −133−0.9% | Reduced |
| Confluence Wealth Services, Inc. | 15,066 | $1.79M | 0.07% | +67+0.4% | Added |
| Adviser Investments LLC | 15,077 | $1.79M | 0.02% | +605+4.2% | Added |
| J.W. Cole Advisors, Inc. | 15,170 | $1.80M | 0.06% | −1,203−7.3% | Reduced |
| McRae Capital Management Inc | 15,341 | $1.82M | 0.38% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 15,877 | $1.82M | 0.18% | −1,892−10.6% | Reduced |
| SNS Financial Group, LLC | 15,434 | $1.83M | 0.16% | −1,345−8.0% | Reduced |
| Parsons Capital Management Inc | 15,451 | $1.83M | 0.08% | +1,414+10.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,533 | $1.84M | 0.09% | +480+3.2% | Added |
| Wedbush Securities Inc | 15,687 | $1.86M | 0.05% | +874+5.9% | Added |
| Centiva Capital, LP | 15,689 | $1.86M | 0.09% | +10,365+194.7% | Added |
| Brown Brothers Harriman & Co | 15,883 | $1.88M | 0.01% | +6,962+78.0% | Added |
| SRS Capital Advisors, Inc. | 15,689 | $1.89M | 0.05% | +62+0.4% | Added |
| Virtus Investment Advisers, Inc. | 15,964 | $1.89M | 0.52% | +15,964 | New |
| Fiduciary Family Office, LLC | 16,106 | $1.91M | 0.54% | +366+2.3% | Added |
| Wealthspire Advisors, LLC | 16,187 | $1.92M | 0.02% | −4,089−20.2% | Reduced |
| Lebenthal Global Advisors, LLC | 16,222 | $1.92M | 0.28% | +6,710+70.5% | Added |
| Cherokee Insurance Co | 16,230 | $1.93M | 0.73% | 00.0% | Unchanged |
| Banco Santander, S.A. | 16,293 | $1.93M | 0.02% | +13,808+555.7% | Added |
| Maltese Capital Management LLC | 16,500 | $1.96M | 0.39% | −3,000−15.4% | Reduced |