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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 16,500 | $1.96M | 0.04% | +16,500 | New |
| Siemens Fonds Invest GmbH | 16,526 | $1.96M | 0.11% | −70−0.4% | Reduced |
| Parallel Advisors, LLC | 16,583 | $1.97M | 0.04% | +1,838+12.5% | Added |
| Tocqueville Asset Management L.P. | 16,629 | $1.97M | 0.03% | −1,125−6.3% | Reduced |
| Signaturefd, LLC | 16,639 | $1.97M | 0.03% | +2,068+14.2% | Added |
| Intesa Sanpaolo Wealth Management | 16,681 | $1.98M | 0.48% | +994+6.3% | Added |
| Kingsview Wealth Management, LLC | 16,697 | $1.98M | 0.03% | −1,378−7.6% | Reduced |
| Live Oak Investment Partners | 16,723 | $1.98M | 1.17% | −1,728−9.4% | Reduced |
| Endeavor Private Wealth, Inc. | 16,741 | $1.99M | 0.57% | +1,272+8.2% | Added |
| Van Hulzen Asset Management, LLC | 16,743 | $1.99M | 0.15% | +377+2.3% | Added |
| Principle Wealth Partners LLC | 16,832 | $2.00M | 0.11% | +45+0.3% | Added |
| Welch Group, LLC | 16,936 | $2.01M | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 16,951 | $2.01M | 0.13% | −183−1.1% | Reduced |
| MTM Investment Management, LLC | 16,984 | $2.01M | 0.64% | +274+1.6% | Added |
| NewEdge Wealth, LLC | 17,024 | $2.02M | 0.02% | −3,243−16.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 17,040 | $2.02M | 0.01% | +1,816+11.9% | Added |
| Ascent Group, LLC | 17,076 | $2.03M | 0.07% | +1,971+13.0% | Added |
| Baldwin Brothers Inc | 17,099 | $2.03M | 0.15% | −518−2.9% | Reduced |
| Aaron Wealth Advisors | 17,103 | $2.03M | 0.12% | +62+0.4% | Added |
| IHT Wealth Management, LLC | 17,183 | $2.04M | 0.05% | +366+2.2% | Added |
| Beacon Financial Group | 17,324 | $2.06M | 0.20% | +165+1.0% | Added |
| Wilkins Investment Counsel Inc | 17,345 | $2.06M | 0.29% | −1,200−6.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 17,427 | $2.07M | 0.06% | +350+2.0% | Added |
| Allen Wealth Management, LLC | 17,457 | $2.07M | 1.04% | −1,170−6.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 17,492 | $2.08M | 0.10% | −523−2.9% | Reduced |
| Paradigm Asset Management Co LLC | 17,500 | $2.08M | 0.49% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 17,607 | $2.09M | 0.08% | −2,680−13.2% | Reduced |
| BTG Pactual Asset Management US LLC | 17,716 | $2.10M | 0.20% | −4,514−20.3% | Reduced |
| Beacon Pointe Advisors, LLC | 17,885 | $2.12M | 0.01% | +5,256+41.6% | Added |
| Tounjian Advisory Partners, LLC | 17,928 | $2.13M | 0.77% | −728−3.9% | Reduced |
| Rothschild Investment LLC | 17,931 | $2.13M | 0.11% | −640−3.4% | Reduced |
| Archford Capital Strategies, LLC | 17,939 | $2.13M | 0.24% | −104−0.6% | Reduced |
| Gateway Investment Advisers LLC | 18,015 | $2.14M | 0.02% | +1,383+8.3% | Added |
| Granite Group Advisors, LLC | 17,199 | $2.14M | 1.30% | −2,298−11.8% | Reduced |
| Independent Advisor Alliance | 18,096 | $2.15M | 0.02% | +4,632+34.4% | Added |
| Ingalls & Snyder LLC | 18,161 | $2.15M | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16,271 | $2.15M | 0.03% | +88+0.5% | Added |
| Anchor Investment Management, LLC | 18,269 | $2.17M | 0.18% | −408−2.2% | Reduced |
| Squarepoint Ops LLC | 18,295 | $2.17M | 0.00% | −593,963−97.0% | Reduced |
| RiverFront Investment Group, LLC | 18,415 | $2.18M | 0.03% | +18,415 | New |
| Sunesis Advisors, LLC | 18,436 | $2.19M | 0.99% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 18,570 | $2.20M | 0.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,586 | $2.20M | 0.04% | +3,846+26.1% | Added |
| Edgemoor Investment Advisors, Inc. | 18,610 | $2.21M | 0.17% | −108−0.6% | Reduced |
| Securian Asset Management, Inc | 18,670 | $2.21M | 0.09% | −292−1.5% | Reduced |
| Axq Capital, LP | 18,765 | $2.23M | 0.29% | +18,765 | New |
| Legacy Bridge, LLC | 18,851 | $2.24M | 0.85% | +1,255+7.1% | Added |
| Beverly Hills Private Wealth, LLC | 18,966 | $2.25M | 0.38% | +612+3.3% | Added |
| Bryn Mawr Trust Co | 19,036 | $2.26M | 0.05% | +1,290+7.3% | Added |
| Machina Capital S.A.S. | 19,206 | $2.28M | 0.45% | −11,589−37.6% | Reduced |
| Cascade Financial Partners, LLC | 19,711 | $2.34M | 0.24% | 00.0% | Unchanged |
| CenterBook Partners LP | 19,812 | $2.35M | 0.13% | +13,278+203.2% | Added |
| Thoroughbred Financial Services, LLC | 20,090 | $2.38M | 0.14% | −20.0% | Reduced |
| North Dakota State Investment Board | 20,212 | $2.40M | 0.10% | −3,988−16.5% | Reduced |
| Inlet Private Wealth, LLC | 20,223 | $2.40M | 0.61% | −3,600−15.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 20,236 | $2.40M | 0.75% | +536+2.7% | Added |
| Secured Retirement Advisors, LLC | 20,265 | $2.40M | 1.36% | +274+1.4% | Added |
| Mraz, Amerine & Associates, Inc. | 20,270 | $2.40M | 0.35% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 20,454 | $2.43M | 0.17% | −998−4.7% | Reduced |
| Wynn Capital, LLC | 20,664 | $2.45M | 1.26% | −125−0.6% | Reduced |
| MUFG Securities Americas Inc. | 20,706 | $2.46M | 0.16% | +294+1.4% | Added |
| Caisse des Depots Et Consignations | 20,735 | $2.46M | 0.04% | −11,049−34.8% | Reduced |
| Quadrant Capital Group LLC | 20,895 | $2.48M | 0.07% | +560+2.8% | Added |
| Ostrum Asset Management | 20,920 | $2.48M | 0.14% | +10,646+103.6% | Added |
| Coldstream Capital Management Inc | 20,950 | $2.49M | 0.03% | +523+2.6% | Added |
| Guyasuta Investment Advisors Inc | 21,158 | $2.51M | 0.15% | +29+0.1% | Added |
| Garrett Investment Advisors LLC | 21,233 | $2.52M | 0.20% | −106−0.5% | Reduced |
| Agate Pass Investment Management, LLC | 21,240 | $2.52M | 0.99% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 21,369 | $2.53M | 1.27% | 00.0% | Unchanged |
| PEAK6 LLC | 21,474 | $2.55M | 0.07% | +14,373+202.4% | Added |
| Accurate Wealth Management, LLC | 20,011 | $2.55M | 0.31% | +12,519+167.1% | Added |
| Resources Investment Advisors, LLC. | 21,808 | $2.59M | 0.03% | −4,150−16.0% | Reduced |
| CoreCap Advisors, LLC | 21,897 | $2.60M | 0.09% | +183+0.8% | Added |
| Hudson Portfolio Management LLC | 21,958 | $2.60M | 2.19% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,978 | $2.61M | 1.08% | +1,100+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,022 | $2.61M | 0.04% | −259−1.2% | Reduced |
| MainStreet Investment Advisors LLC | 22,112 | $2.62M | 0.39% | +131+0.6% | Added |
| Valley National Advisers Inc | 22,192 | $2.63M | 0.34% | −169−0.8% | Reduced |
| Vise Technologies, Inc. | 22,716 | $2.64M | 0.05% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 22,244 | $2.64M | 0.30% | −85−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 22,342 | $2.65M | 0.10% | −7,563−25.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,365 | $2.65M | 0.01% | −10,963−32.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,509 | $2.67M | 0.09% | +1,963+9.6% | Added |
| Kestra Advisory Services, LLC | 22,700 | $2.69M | 0.01% | −1,045−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 22,721 | $2.70M | 0.03% | −598−2.6% | Reduced |
| Ballentine Partners, LLC | 22,797 | $2.70M | 0.04% | +2,742+13.7% | Added |
| Searle & Co. | 22,837 | $2.71M | 0.68% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 22,852 | $2.71M | 1.41% | +15,413+207.2% | Added |
| Benjamin Edwards Inc | 23,030 | $2.73M | 0.03% | +3,703+19.2% | Added |
| Arjuna Capital | 23,233 | $2.76M | 0.70% | +302+1.3% | Added |
| Davis Capital Management | 23,486 | $2.79M | 1.89% | −244−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 23,574 | $2.80M | 0.12% | +1,593+7.2% | Added |
| Galvin, Gaustad & Stein, LLC | 23,637 | $2.80M | 0.22% | −1,033−4.2% | Reduced |
| Permanent Capital Management, LP | 20,794 | $2.81M | 0.44% | +21+0.1% | Added |
| GAMMA Investing LLC | 23,771 | $2.82M | 0.13% | +1,691+7.7% | Added |
| Axxcess Wealth Management, LLC | 23,836 | $2.83M | 0.09% | −901−3.6% | Reduced |
| Poehling Capital Management, LLC | 23,894 | $2.83M | 0.60% | −218−0.9% | Reduced |
| Scotia Capital Inc. | 23,937 | $2.84M | 0.01% | −10,508−30.5% | Reduced |
| Commerzbank Aktiengesellschaft | 23,940 | $2.84M | 0.06% | −155−0.6% | Reduced |
| Advisory Services Network, LLC | 24,252 | $2.88M | 0.04% | −4,968−17.0% | Reduced |