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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 680 | $80.7K | 0.01% | +380+126.7% | Added |
| Aventura Private Wealth, LLC | 689 | $81.7K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 697 | $82.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 704 | $83.5K | 0.08% | +13+1.9% | Added |
| SHP Wealth Management | 713 | $84.6K | 0.01% | +95+15.4% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 727 | $86.2K | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 762 | $90.0K | 0.00% | +2+0.3% | Added |
| Asset Dedication, LLC | 759 | $90.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 770 | $91.3K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $91.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 788 | $93.0K | 0.01% | −121−13.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 787 | $93.3K | 0.02% | −173−18.0% | Reduced |
| Salomon & Ludwin, LLC | 775 | $94.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 804 | $95.3K | 0.02% | +804 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $96.1K | 0.03% | −140−14.7% | Reduced |
| Vanguard National Trust Co | 813 | $96.4K | 0.01% | +813 | New |
| MV Capital Management, Inc. | 818 | $97.0K | 0.01% | −1,332−62.0% | Reduced |
| Nemes Rush Group LLC | 837 | $99.3K | 0.01% | +24+3.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 850 | $100.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 866 | $102.7K | 0.08% | 00.0% | Unchanged |
| True Wealth Design, LLC | 873 | $103.6K | 0.03% | +139+18.9% | Added |
| Trust Co | 874 | $103.7K | 0.01% | +66+8.2% | Added |
| Axiom Investment Management LLC | 900 | $106.8K | 0.08% | +900 | New |
| Loomis Sayles & Co L P | 906 | $107.5K | 0.00% | +4+0.4% | Added |
| Vision Retirement, LLC | 911 | $108.1K | 0.03% | −86−8.6% | Reduced |
| Evelyn Partners Investment Management LLP | 915 | $108.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 916 | $108.7K | 0.03% | −136−12.9% | Reduced |
| WPG Advisers, LLC | 917 | $108.8K | 0.08% | +93+11.3% | Added |
| Pacific Center for Financial Services | 920 | $109.1K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 947 | $112.3K | 0.02% | +1+0.1% | Added |
| South Plains Financial, Inc. | 948 | $112.5K | 0.07% | +278+41.5% | Added |
| Kilter Group LLC | 951 | $112.8K | 0.05% | +832+699.2% | Added |
| 1620 Investment Advisors, Inc. | 968 | $114.8K | 0.08% | −75−7.2% | Reduced |
| CoreFirst Bank & Trust | 1,000 | $118.6K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,002 | $118.9K | 0.00% | +386+62.7% | Added |
| Bay Harbor Wealth Management, LLC | 1,012 | $120.1K | 0.03% | −340−25.1% | Reduced |
| PFS Partners, LLC | 1,022 | $121.3K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,042 | $124.0K | 0.01% | −307−22.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,065 | $126.3K | 0.00% | +1,065 | New |
| Gables Capital Management Inc. | 1,100 | $130.5K | 0.06% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,123 | $133.2K | 0.05% | +1,123 | New |
| Caldwell Trust Co | 1,135 | $134.6K | 0.01% | +36+3.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,150 | $136.4K | 0.01% | +400+53.3% | Added |
| Osterweis Capital Management Inc | 1,199 | $142.2K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,244 | $147.6K | 0.09% | +373+42.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,267 | $150.3K | 0.04% | +224+21.5% | Added |
| Oakworth Capital, Inc. | 1,292 | $153.3K | 0.01% | −17−1.3% | Reduced |
| Peoples Financial Services Corp. | 1,310 | $155.4K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,364 | $161.8K | 0.04% | +51+3.9% | Added |
| Rowland & Co Investment Counsel | 1,378 | $163.5K | 0.03% | −300−17.9% | Reduced |
| Zions Bancorporation, National Association | 1,384 | $164.2K | 0.01% | −836−37.7% | Reduced |
| Prosperity Bancshares Inc | 1,410 | $167.3K | 0.13% | −910−39.2% | Reduced |
| Triumph Capital Management | 1,456 | $172.7K | 0.04% | +34+2.4% | Added |
| Tompkins Financial Corp | 1,464 | $173.7K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,476 | $175.1K | 0.09% | −39−2.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,483 | $175.9K | 0.05% | −64−4.1% | Reduced |
| Spire Wealth Management | 1,501 | $178.1K | 0.01% | −278−15.6% | Reduced |
| Merrithew & Thorsten Inc | 1,524 | $180.0K | 0.17% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,600 | $189.8K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,607 | $190.6K | 0.47% | +1,607 | New |
| Signature Resources Capital Management, LLC | 1,651 | $195.9K | 0.09% | −7−0.4% | Reduced |
| Ancora Advisors, LLC | 1,659 | $196.8K | 0.00% | +55+3.4% | Added |
| Facet Wealth, Inc. | 1,694 | $201.0K | 0.00% | +1,694 | New |
| Old Mission Investment Co LLC | 1,698 | $201.4K | 0.05% | −190−10.1% | Reduced |
| Symmetry Partners, LLC | 1,698 | $201.5K | 0.01% | +1,698 | New |
| Kimelman & Baird, LLC | 1,700 | $201.7K | 0.02% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,700 | $201.7K | 0.07% | +1,700 | New |
| New England Research & Management, Inc. | 1,700 | $201.7K | 0.09% | +1,700 | New |
| Westhampton Capital, LLC | 1,700 | $201.7K | 0.09% | +1,700 | New |
| Carnegie Capital Asset Management, LLC | 1,702 | $201.9K | 0.00% | +1,702 | New |
| Greenfield Savings Bank | 1,703 | $202.0K | 0.09% | +1,703 | New |
| Longboard Asset Management, LP | 1,722 | $204.3K | 3.53% | +1,722 | New |
| B&L Asset Management LLC | 1,725 | $204.6K | 0.09% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,731 | $205.3K | 0.06% | −36−2.0% | Reduced |
| Rockline Wealth Management, LLC | 1,731 | $205.3K | 0.04% | −256−12.9% | Reduced |
| Traveka Wealth, LLC | 1,736 | $205.9K | 0.08% | +8+0.5% | Added |
| Eastern Bank | 1,737 | $206.1K | 0.00% | +306+21.4% | Added |
| Investment Advisory Services Inc | 1,743 | $206.8K | 0.07% | −9−0.5% | Reduced |
| Resolute Wealth Strategies, LLC | 1,746 | $207.1K | 0.09% | +1,746 | New |
| Traphagen Investment Advisors LLC | 1,749 | $207.5K | 0.02% | +1,749 | New |
| Jacobi Capital Management LLC | 1,764 | $209.3K | 0.01% | −10,965−86.1% | Reduced |
| Occidental Asset Management, LLC | 1,765 | $209.4K | 0.02% | −532−23.2% | Reduced |
| Teza Capital Management LLC | 1,768 | $209.7K | 0.77% | −3,522−66.6% | Reduced |
| Quadcap Wealth Management, LLC | 1,773 | $210.3K | 0.02% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,788 | $212.1K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 1,789 | $212.2K | 0.02% | +1,789 | New |
| McIlrath & Eck, LLC | 1,793 | $212.7K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,795 | $212.9K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,797 | $213.2K | 0.02% | 00.0% | Unchanged |
| Fell Capital Management | 1,800 | $213.5K | 0.20% | −650−26.5% | Reduced |
| SOA Wealth Advisors, LLC. | 7,785 | $214.1K | 0.04% | −20−0.3% | Reduced |
| Landaas & Co | 1,811 | $214.8K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,680 | $214.9K | 0.06% | −22−1.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,815 | $215.3K | 0.04% | −71−3.8% | Reduced |
| City Holding Co | 1,823 | $216.3K | 0.03% | −5−0.3% | Reduced |
| Tyche Wealth Partners LLC | 1,825 | $216.5K | 0.03% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,834 | $217.6K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,842 | $218.5K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,853 | $219.8K | 0.09% | −1,525−45.1% | Reduced |
| Cetera Trust Company, N.A | 1,855 | $220.1K | 0.12% | −75−3.9% | Reduced |