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 | 1,769 | $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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 2,255 | $267.5K | 0.01% | +609+37.0% | Added |
| Deseret Mutual Benefit Administrators | 2,260 | $268.1K | 0.09% | +951+72.7% | Added |
| TRB Wealth Management, LLC | 2,260 | $268.1K | 0.04% | +2,260 | New |
| Optivise Advisory Services LLC | 2,260 | $268.1K | 0.16% | −499−18.1% | Reduced |
| Insight Inv LLC | 2,261 | $268.2K | 0.15% | −237−9.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,265 | $269.0K | 0.07% | −1,700−42.9% | Reduced |
| Henson-Edgewater Management, LLC | 2,268 | $269.1K | 0.17% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,272 | $269.5K | 0.15% | −40−1.7% | Reduced |
| Grove Bank & Trust | 2,283 | $270.8K | 0.03% | +41+1.8% | Added |
| Eagle Bluffs Wealth Management LLC | 2,300 | $272.8K | 0.11% | 00.0% | Unchanged |
| Adelphi Trust Co | 2,305 | $273.4K | 0.22% | −92−3.8% | Reduced |
| LOM Asset Management Ltd | 2,310 | $274.0K | 0.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,313 | $274.3K | 0.04% | +62+2.8% | Added |
| Defiance ETFs, LLC | 2,316 | $274.7K | 0.00% | +2,316 | New |
| PUREfi Wealth, LLC | 2,321 | $275.3K | 0.18% | −57−2.4% | Reduced |
| Bayforest Capital Ltd | 2,335 | $277.0K | 0.31% | −522−18.3% | Reduced |
| Rialto Wealth Management, LLC | 2,337 | $277.2K | 0.06% | +77+3.4% | Added |
| CRA Financial Services, LLC | 2,341 | $277.7K | 0.04% | +134+6.1% | Added |
| TCI Wealth Advisors, Inc. | 2,354 | $279.3K | 0.01% | +10.0% | Added |
| McAdam, LLC | 2,359 | $279.9K | 0.01% | +206+9.6% | Added |
| Bank of Jackson Hole Trust | 2,361 | $280.1K | 0.14% | +278+13.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,365 | $280.5K | 0.18% | −100−4.1% | Reduced |
| Noble Family Wealth, LLC | 2,365 | $280.6K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 2,370 | $281.0K | 0.04% | +110+4.9% | Added |
| American Trust | 2,371 | $281.3K | 0.02% | +2,371 | New |
| First Growth Capital LLC | 2,330 | $281.9K | 0.26% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,389 | $283.4K | 0.02% | +298+14.3% | Added |
| Ronald Blue Trust, Inc. | 2,395 | $284.0K | 0.00% | −3,172−57.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $284.5K | 0.13% | −139,793−98.3% | Reduced |
| Howard Capital Management Inc. | 2,403 | $285.1K | 0.00% | −2,651−52.5% | Reduced |
| Range Advisory, LLC | 2,407 | $285.5K | 0.05% | +2,407 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,406 | $285.5K | 0.01% | +45+1.9% | Added |
| SlateStone Wealth, LLC | 2,422 | $287.0K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,425 | $287.7K | 0.00% | −22,229−90.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,439 | $288.9K | 0.01% | −83−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,436 | $289.0K | 0.01% | −243−9.1% | Reduced |
| Cypress Wealth Services, LLC | 2,438 | $289.2K | 0.04% | −373−13.3% | Reduced |
| W Advisors, LLC | 2,444 | $289.9K | 0.15% | −7−0.3% | Reduced |
| Laidlaw Wealth Management LLC | 2,458 | $291.6K | 1.01% | +2,458 | New |
| Novem Group | 2,465 | $292.4K | 0.03% | −918−27.1% | Reduced |
| Arsenal Capital Advisors LLC | 2,468 | $292.8K | 0.21% | +19+0.8% | Added |
| Washington Trust Advisors, Inc. | 2,472 | $293.3K | 0.02% | −136−5.2% | Reduced |
| SBI Securities Co., Ltd. | 2,472 | $293.3K | 0.01% | −32−1.3% | Reduced |
| SmartHarvest Portfolios, LLC | 2,498 | $296.3K | 0.12% | −579−18.8% | Reduced |
| Rockland Trust Co | 2,504 | $297.1K | 0.01% | −168−6.3% | Reduced |
| Oberweis Asset Management Inc | 2,510 | $297.8K | 0.01% | −43−1.7% | Reduced |
| WealthShield Partners, LLC | 2,531 | $300.3K | 0.03% | −2−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,359 | $300.9K | 0.00% | +1,259+114.5% | Added |
| Meadow Creek Wealth Advisors LLC | 2,537 | $301.0K | 0.19% | +7+0.3% | Added |
| Capital Asset Advisory Services LLC | 2,231 | $302.0K | 0.01% | +53+2.4% | Added |
| Plancorp, LLC | 2,368 | $302.1K | 0.01% | +18+0.8% | Added |
| American Money Management, LLC | 2,549 | $302.4K | 0.05% | +774+43.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,550 | $302.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,555 | $303.1K | 0.05% | −5−0.2% | Reduced |
| Waterloo Capital, L.P. | 2,570 | $304.9K | 0.02% | −528−17.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,571 | $305.0K | 0.04% | +143+5.9% | Added |
| Alliance Wealth Management Group | 2,575 | $305.5K | 0.07% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,575 | $305.5K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,578 | $305.8K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,580 | $306.0K | 0.01% | +2,580 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,589 | $307.0K | 0.00% | +1,189+84.9% | Added |
| Wealth Management Strategies, Inc. | 2,592 | $307.5K | 0.14% | +12+0.5% | Added |
| Sym Financial Corp | 2,593 | $307.6K | 0.03% | +282+12.2% | Added |
| Chemung Canal Trust Co | 2,594 | $307.7K | 0.06% | −125−4.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,416 | $308.2K | 0.03% | +178+8.0% | Added |
| Zhang Financial LLC | 2,598 | $308.2K | 0.01% | +162+6.7% | Added |
| WoodTrust Financial Corp | 2,602 | $309.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,605 | $309.0K | 0.04% | −37−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,607 | $309.3K | 0.05% | 00.0% | Unchanged |
| Storgate, LLC | 2,609 | $309.5K | 0.24% | −366−12.3% | Reduced |
| Modern Wealth Management, LLC | 2,564 | $310.2K | 0.01% | −36−1.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,621 | $310.9K | 0.01% | −620−19.1% | Reduced |
| Alta Advisers Ltd | 2,624 | $311.3K | 0.11% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 2,626 | $311.5K | 0.08% | +2,626 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,632 | $312.2K | 0.01% | −369,791−99.3% | Reduced |
| Smith, Moore & Co. | 2,635 | $312.6K | 0.02% | −58−2.2% | Reduced |
| Macroview Investment Management LLC | 2,641 | $313.3K | 0.22% | +16+0.6% | Added |
| E Fund Management Co., Ltd. | 2,641 | $313.3K | 0.01% | +2,641 | New |
| Mirova | 2,643 | $313.5K | 0.01% | +183+7.4% | Added |
| Riversedge Advisors, LLC | 2,646 | $313.9K | 0.05% | +13+0.5% | Added |
| CSS LLC | 2,650 | $314.4K | 0.02% | −3,600−57.6% | Reduced |
| First Long Island Investors, LLC | 2,662 | $315.8K | 0.03% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 2,664 | $316.1K | 0.26% | +840+46.1% | Added |
| Monument Capital Management | 2,678 | $317.7K | 0.08% | +6+0.2% | Added |
| Crews Bank & Trust | 2,683 | $318.3K | 0.05% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 2,687 | $318.8K | 0.08% | +2,687 | New |
| Virtus ETF Advisers LLC | 2,698 | $320.1K | 0.15% | −420−13.5% | Reduced |
| Fortune Financial Advisors, LLC | 2,700 | $320.3K | 0.16% | +2,700 | New |
| Sage Capital Management, LLC | 2,735 | $324.6K | 0.15% | −174−6.0% | Reduced |
| Tower Trust & Investment Co | 2,739 | $324.9K | 0.21% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,750 | $326.2K | 0.04% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,762 | $327.7K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,769 | $328.5K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,785 | $330.4K | 0.04% | +3+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,800 | $332.2K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,801 | $332.3K | 0.00% | −24−0.8% | Reduced |
| TD Capital Management LLC | 2,801 | $332.3K | 0.03% | +2+0.1% | Added |
| Soltis Investment Advisors LLC | 2,803 | $332.5K | 0.02% | +412+17.2% | Added |
| Boothbay Fund Management, LLC | 2,806 | $332.9K | 0.01% | +2,806 | New |
| Trust Co of Toledo NA | 2,813 | $333.7K | 0.03% | +413+17.2% | Added |