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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 1,867 | $221.5K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 1,885 | $223.6K | 0.01% | +1,885 | New |
| Norman Fields, Gottscho Capital Management, LLC | 1,886 | $223.7K | 0.07% | 00.0% | Unchanged |
| Creekside Partners | 1,886 | $223.7K | 0.09% | 00.0% | Unchanged |
| Woodside Wealth Management LLC | 1,887 | $223.9K | 0.17% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,889 | $224.1K | 0.04% | −25−1.3% | Reduced |
| Denali Advisors LLC | 1,900 | $225.4K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,902 | $225.6K | 0.03% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,905 | $226.0K | 0.05% | +27+1.4% | Added |
| Greenspring Advisors, LLC | 1,913 | $226.9K | 0.01% | +1,913 | New |
| NCM Capital Management, LLC | 1,914 | $227.1K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 1,920 | $227.8K | 0.02% | −145−7.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,921 | $227.9K | 0.01% | −3,195−62.5% | Reduced |
| Investors Research Corp | 1,926 | $228.5K | 0.04% | +32+1.7% | Added |
| E&G Advisors, LP | 1,927 | $228.6K | 0.05% | +9+0.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,927 | $228.6K | 0.01% | −116−5.7% | Reduced |
| Titleist Asset Management, LLC | 1,928 | $228.7K | 0.02% | −275−12.5% | Reduced |
| Wilkins Miller Wealth Management, LLC | 1,932 | $229.2K | 0.14% | +8+0.4% | Added |
| OMNI 360 Wealth, Inc. | 1,936 | $229.7K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,941 | $230.0K | 0.10% | +166+9.4% | Added |
| KFA Private Wealth Group, LLC | 1,947 | $231.0K | 0.06% | +7+0.4% | Added |
| Onefund, LLC | 1,914 | $231.4K | 0.15% | −251−11.6% | Reduced |
| Leigh Baldwin & Co., LLC | 1,952 | $231.6K | 0.15% | +1,952 | New |
| Newman Dignan & Sheerar, Inc. | 1,959 | $232.4K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,968 | $233.5K | 0.01% | −147−7.0% | Reduced |
| Foster Group, Inc. | 1,969 | $233.6K | 0.01% | +151+8.3% | Added |
| BKM Wealth Management, LLC | 1,970 | $233.7K | 0.09% | +92+4.9% | Added |
| Empower Advisory Group, LLC | 1,971 | $233.8K | 0.00% | +1,971 | New |
| Emissary Wealth LLC | 1,978 | $234.7K | 0.22% | −51−2.5% | Reduced |
| Nwam LLC | 1,985 | $235.5K | 0.01% | +1+0.1% | Added |
| Capstone Wealth Management Group LLC | 1,995 | $236.7K | 0.15% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 2,000 | $237.3K | 0.10% | −94−4.5% | Reduced |
| Papp L Roy & Associates | 2,000 | $237.3K | 0.03% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,000 | $237.3K | 0.04% | 00.0% | Unchanged |
| Kidder Stephen W | 2,000 | $237.3K | 0.07% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,000 | $237.3K | 0.23% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,000 | $237.3K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $237.3K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,002 | $237.5K | 0.05% | +419+26.5% | Added |
| Santori & Peters | 2,004 | $237.7K | 0.07% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,004 | $237.7K | 0.10% | +225+12.6% | Added |
| Vigilare Wealth Management | 2,013 | $238.8K | 0.08% | −910−31.1% | Reduced |
| Kooman & Associates | 2,015 | $239.0K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $239.5K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,019 | $239.6K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,020 | $239.6K | 0.01% | −94−4.4% | Reduced |
| Seven Mile Advisory | 2,024 | $240.1K | 0.17% | −1,318−39.4% | Reduced |
| JT Stratford LLC | 2,026 | $240.3K | 0.03% | +59+3.0% | Added |
| Lincoln Capital Corp | 2,029 | $240.7K | 0.09% | +9+0.4% | Added |
| Founders Financial Alliance, LLC | 2,033 | $241.1K | 0.04% | +2+0.1% | Added |
| Quantum Financial Advisors, LLC | 2,034 | $241.3K | 0.03% | +30+1.5% | Added |
| Coppell Advisory Solutions LLC | 2,097 | $241.5K | 0.15% | +2,097 | New |
| Arvest Bank Trust Division | 2,039 | $241.9K | 0.01% | −12−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,040 | $242.0K | 0.02% | +105+5.4% | Added |
| Charter Oak Capital Management, LLC | 2,051 | $243.3K | 0.02% | −76−3.6% | Reduced |
| Aviance Capital Partners, LLC | 2,053 | $243.5K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,056 | $243.9K | 0.02% | +97+5.0% | Added |
| Independence Wealth Advisors, LLC | 2,059 | $244.3K | 0.13% | +2,059 | New |
| First Commonwealth Financial Corp | 2,062 | $244.6K | 0.04% | −6−0.3% | Reduced |
| Platform Technology Partners | 2,070 | $245.5K | 0.05% | +2,070 | New |
| Cooper Capital Advisors LLC | 2,075 | $246.1K | 0.17% | +2+0.1% | Added |
| Colonial Trust Co | 2,076 | $246.3K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,081 | $246.9K | 0.05% | +2,081 | New |
| Sagewood Asset Management LP | 2,086 | $247.5K | 0.08% | +2,086 | New |
| City State Bank | 2,099 | $249.0K | 0.06% | −16−0.8% | Reduced |
| Athena Investment Management | 2,100 | $249.1K | 0.13% | 00.0% | Unchanged |
| DV Trading LLC | 2,100 | $249.1K | 0.02% | +2,100 | New |
| Dorato Capital Management | 1,950 | $249.5K | 0.18% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,104 | $249.6K | 0.09% | −3−0.1% | Reduced |
| Fortis Capital Management LLC | 2,106 | $249.9K | 0.03% | −320−13.2% | Reduced |
| Pennington Partners & Co., LLC | 2,114 | $250.8K | 0.09% | +9+0.4% | Added |
| Income Insurance Ltd | 2,117 | $251.1K | 0.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,125 | $252.0K | 0.11% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,125 | $252.1K | 0.06% | −25−1.2% | Reduced |
| Barnes Wealth Management Group, Inc | 2,127 | $252.3K | 0.13% | −51−2.3% | Reduced |
| JGP Wealth Management, LLC | 2,128 | $252.4K | 0.03% | +2+0.1% | Added |
| REAP Financial Group, LLC | 2,130 | $252.7K | 0.05% | +507+31.2% | Added |
| Clear Harbor Asset Management, LLC | 2,140 | $253.9K | 0.02% | +24+1.1% | Added |
| Rede Wealth, LLC | 2,142 | $254.1K | 0.09% | +2+0.1% | Added |
| Hummer Financial Advisory Services Inc | 2,150 | $255.1K | 0.18% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,926 | $255.4K | 0.08% | −1,412−32.5% | Reduced |
| Braun-Bostich & Associates Inc. | 2,155 | $255.6K | 0.16% | +28+1.3% | Added |
| CVA Family Office, LLC | 2,156 | $255.8K | 0.03% | +495+29.8% | Added |
| Rosenberg Matthew Hamilton | 2,157 | $255.9K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,164 | $256.7K | 0.01% | +307+16.5% | Added |
| Networth Advisors, LLC | 2,176 | $258.1K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,182 | $258.8K | 0.01% | −60−2.7% | Reduced |
| HORAN Wealth, LLC | 2,185 | $259.2K | 0.02% | +70+3.3% | Added |
| Omnitrust Wealth Management, Inc | 2,187 | $259.4K | 0.34% | −554−20.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,193 | $260.2K | 0.01% | −64−2.8% | Reduced |
| Fire Capital Management LLC | 2,200 | $261.0K | 0.12% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,208 | $261.9K | 0.03% | +118+5.6% | Added |
| Cambient Family Office, LLC | 2,210 | $262.2K | 0.04% | +2,210 | New |
| Douglas Lane & Associates, LLC | 2,226 | $264.1K | 0.00% | −34−1.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,022 | $264.2K | 0.17% | +2,022 | New |
| Cromwell Holdings LLC | 2,230 | $264.5K | 0.15% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 2,000 | $265.0K | 0.10% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 2,245 | $266.3K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 2,246 | $266.4K | 0.01% | +117+5.5% | Added |
| AlphaCentric Advisors LLC | 2,248 | $266.7K | 0.27% | −584−20.6% | Reduced |