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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $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 |
|---|---|---|---|---|---|
| Bayban | 148 | $17.6K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 150 | $17.8K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 153 | $18.1K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 156 | $18.5K | 0.00% | +30+23.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 157 | $18.6K | 0.01% | +152+3,040.0% | Added |
| Global Trust Asset Management, LLC | 164 | $19.5K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 165 | $19.6K | 0.00% | −4,123−96.2% | Reduced |
| Highline Wealth Partners LLC | 165 | $19.6K | 0.01% | +27+19.6% | Added |
| Red Tortoise LLC | 167 | $19.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 169 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 170 | $20.2K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 184 | $21.8K | 0.01% | −5−2.6% | Reduced |
| Pinnacle Bancorp, Inc. | 187 | $22.2K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 194 | $23.0K | 0.14% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 200 | $23.7K | 0.00% | −25,863−99.2% | Reduced |
| Trask Adam Roland | 200 | $23.7K | 0.02% | +200 | New |
| Walsh & Associates, LLC | 202 | $24.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 206 | $24.4K | 0.00% | +71+52.6% | Added |
| SJS Investment Consulting Inc. | 209 | $24.8K | 0.00% | +14+7.2% | Added |
| Joseph Group Capital Management | 212 | $25.1K | 0.01% | +121+133.0% | Added |
| Truvestments Capital LLC | 213 | $25.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 213 | $25.3K | 0.01% | +20+10.4% | Added |
| Abound Financial, LLC | 216 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 216 | $25.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 220 | $26.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 231 | $27.0K | 0.01% | +19+9.0% | Added |
| Dogwood Wealth Management LLC | 235 | $27.9K | 0.01% | +146+164.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 236 | $28.0K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 243 | $28.8K | 0.00% | +51+26.6% | Added |
| Retirement Wealth Solutions LLC | 244 | $28.9K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 245 | $29.1K | 0.00% | −173−41.4% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 246 | $29.2K | 0.01% | +246 | New |
| Silicon Valley Capital Partners | 250 | $29.6K | 0.00% | +15+6.4% | Added |
| Raffa Wealth Management, LLC | 255 | $30.3K | 0.00% | +69+37.1% | Added |
| Marquette Asset Management, LLC | 261 | $31.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 265 | $31.4K | 0.00% | +29+12.3% | Added |
| Heritage Wealth Advisors | 267 | $31.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 271 | $32.1K | 0.00% | +114+72.6% | Added |
| BOK Financial Private Wealth, Inc. | 272 | $32.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 279 | $33.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 279 | $33.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 272 | $33.2K | 0.01% | −161−37.2% | Reduced |
| Wolff Wiese Magana LLC | 287 | $34.0K | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 299 | $34.4K | 0.00% | +274+1,096.0% | Added |
| IAG Wealth Partners, LLC | 293 | $34.8K | 0.00% | +190+184.5% | Added |
| Covestor Ltd | 288 | $35.0K | 0.02% | −168−36.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 298 | $35.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 313 | $37.2K | 0.02% | +46+17.2% | Added |
| Global X Japan Co., Ltd. | 315 | $37.4K | 0.00% | +315 | New |
| Parvin Asset Management, LLC | 322 | $38.2K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 332 | $39.0K | 0.01% | −20−5.7% | Reduced |
| New England Capital Financial Advisors LLC | 340 | $40.3K | 0.01% | +2+0.6% | Added |
| United Community Bank | 342 | $40.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 356 | $42.2K | 0.00% | −92−20.5% | Reduced |
| Paladin Partners, LLC | 364 | $43.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 382 | $45.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 380 | $45.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 381 | $45.1K | 0.03% | +201+111.7% | Added |
| Opal Wealth Advisors, LLC | 381 | $45.2K | 0.01% | +381 | New |
| Atlas Capital Advisors LLC | 382 | $45.3K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 377 | $45.6K | 0.01% | +377 | New |
| Newbridge Financial Services Group, Inc. | 386 | $45.8K | 0.01% | +101+35.4% | Added |
| LRI Investments, LLC | 387 | $45.9K | 0.00% | +135+53.6% | Added |
| Wilkerson Advisory Group LLC | 398 | $47.2K | 0.02% | +127+46.9% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $47.5K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $47.5K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 408 | $48.4K | 0.04% | −5−1.2% | Reduced |
| Adirondack Trust Co | 409 | $48.5K | 0.02% | −200−32.8% | Reduced |
| Horizon Financial Services, LLC | 409 | $48.5K | 0.02% | +219+115.3% | Added |
| Pflug Koory, LLC | 411 | $48.8K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 416 | $49.4K | 0.01% | −55−11.7% | Reduced |
| Millstone Evans Group, LLC | 420 | $49.8K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 427 | $50.7K | 0.01% | +427 | New |
| GW&K Investment Management, LLC | 430 | $51.0K | 0.00% | +26+6.4% | Added |
| Community Bank, N.A. | 438 | $52.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 442 | $52.4K | 0.01% | +442 | New |
| Bank of New Hampshire | 443 | $52.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 447 | $53.1K | 0.01% | +13+3.0% | Added |
| Graney & King, LLC | 452 | $53.6K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 455 | $54.0K | 0.02% | +5+1.1% | Added |
| Quaker Wealth Management, LLC | 462 | $54.8K | 0.02% | +4+0.9% | Added |
| Golden State Equity Partners | 468 | $55.5K | 0.00% | +468 | New |
| Wall Street Financial Group, Inc. | 480 | $56.9K | 0.03% | +480 | New |
| JPL Wealth Management, LLC | 492 | $58.4K | 0.01% | +492 | New |
| Olistico Wealth, LLC | 500 | $59.3K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 500 | $59.3K | 0.00% | +500 | New |
| Phillip James Consulting Co. | 525 | $62.0K | 0.05% | +28+5.6% | Added |
| Rossby Financial, LCC | 532 | $64.4K | 0.01% | +100+23.1% | Added |
| Vestor Capital, LLC | 547 | $65.0K | 0.00% | −16,363−96.8% | Reduced |
| Consultiva Wealth Management, Corp. | 549 | $65.1K | 0.19% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 553 | $65.6K | 0.01% | +26+4.9% | Added |
| Quest 10 Wealth Builders, Inc. | 577 | $68.5K | 0.06% | +69+13.6% | Added |
| Private Wealth Asset Management, LLC | 592 | $70.2K | 0.01% | −5−0.8% | Reduced |
| Sittner & Nelson, LLC | 600 | $71.2K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 633 | $75.1K | 0.02% | +633 | New |
| Cornerstone Planning Group LLC | 586 | $77.6K | 0.01% | +79+15.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 658 | $78.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 661 | $78.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $79.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 674 | $80.0K | 0.02% | +52+8.4% | Added |