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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 2,817 | $334.2K | 0.02% | −689−19.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,819 | $334.4K | 0.03% | +54+2.0% | Added |
| Southeast Asset Advisors Inc. | 2,824 | $335.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,829 | $335.6K | 0.02% | −757−21.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,837 | $336.6K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,857 | $338.9K | 0.01% | +31+1.1% | Added |
| Brooktree Capital Management | 2,860 | $339.3K | 0.27% | 00.0% | Unchanged |
| Anchyra Partners LLC | 2,860 | $339.3K | 0.10% | +170+6.3% | Added |
| Chicago Trust Co NA | 2,865 | $339.9K | 0.05% | −6−0.2% | Reduced |
| J. Team Financial, Inc. | 2,897 | $343.6K | 0.39% | −586−16.8% | Reduced |
| Means Investment Co., Inc. | 2,905 | $344.6K | 0.03% | +2+0.1% | Added |
| PCB Capital LLC | 2,908 | $344.9K | 0.54% | +10+0.3% | Added |
| Verity Asset Management, Inc. | 2,911 | $345.3K | 0.14% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,911 | $345.3K | 0.03% | +390+15.5% | Added |
| Parkside Financial Bank & Trust | 2,917 | $346.0K | 0.03% | +112+4.0% | Added |
| Hengehold Capital Management LLC | 2,923 | $346.8K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,934 | $348.1K | 0.00% | +414+16.4% | Added |
| Matisse Capital | 2,940 | $348.8K | 0.15% | 00.0% | Unchanged |
| Retirement Planning Group | 2,950 | $350.0K | 0.01% | +268+10.0% | Added |
| Wellington Shields Capital Management, LLC | 2,950 | $350.0K | 0.05% | +1,200+68.6% | Added |
| Peck Wealth Management, LLC | 2,954 | $350.4K | 0.35% | 00.0% | Unchanged |
| Spinnaker Trust | 2,957 | $350.8K | 0.02% | −50−1.7% | Reduced |
| Ledyard National Bank | 2,957 | $350.8K | 0.03% | +10.0% | Added |
| Busey Wealth Management | 2,974 | $352.8K | 0.01% | −141−4.5% | Reduced |
| North Star Investment Management Corp. | 2,975 | $352.9K | 0.02% | +22+0.7% | Added |
| Caxton Associates LLP | 2,978 | $353.3K | 0.01% | −542−15.4% | Reduced |
| Linscomb & Williams, Inc. | 2,993 | $355.1K | 0.02% | −247−7.6% | Reduced |
| Voleon Capital Management LP | 2,998 | $355.7K | 0.01% | +2,998 | New |
| Pavaki Capital Management LLC | 3,000 | $355.9K | 0.25% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,004 | $356.3K | 0.06% | −45−1.5% | Reduced |
| Roundview Capital LLC | 3,009 | $357.0K | 0.02% | −156−4.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,012 | $357.3K | 0.06% | −22−0.7% | Reduced |
| Everpar Advisors LLC | 3,014 | $357.6K | 0.12% | +488+19.3% | Added |
| Oliver Luxxe Assets LLC | 3,028 | $359.2K | 0.05% | +10+0.3% | Added |
| Bangor Savings Bank | 3,032 | $359.7K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,974 | $359.8K | 0.18% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,040 | $360.6K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,052 | $362.1K | 0.04% | +3,052 | New |
| BlackDiamond Wealth Management Inc. | 3,056 | $362.5K | 0.17% | −28−0.9% | Reduced |
| Regatta Capital Group, LLC | 3,082 | $365.7K | 0.06% | −240−7.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,092 | $366.8K | 0.10% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,111 | $369.1K | 0.11% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,112 | $369.2K | 0.20% | +2,244+258.5% | Added |
| Stablepoint Partners, LLC | 3,123 | $370.5K | 0.06% | −25−0.8% | Reduced |
| Ignite Planners, LLC | 3,108 | $370.5K | 0.06% | +174+5.9% | Added |
| Gilpin Wealth Management, LLC | 3,123 | $370.5K | 0.29% | −100−3.1% | Reduced |
| Marco Investment Management LLC | 3,127 | $371.0K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,136 | $372.0K | 0.06% | −1,018−24.5% | Reduced |
| Wealthcare Advisory Partners LLC | 3,152 | $374.0K | 0.01% | +59+1.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $374.2K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,155 | $374.3K | 0.02% | +442+16.3% | Added |
| AlTi Global, Inc. | 3,159 | $374.8K | 0.01% | +290+10.1% | Added |
| Capital Performance Advisors LLP | 3,170 | $376.1K | 0.03% | +416+15.1% | Added |
| Ironwood Investment Counsel, LLC | 3,174 | $376.6K | 0.05% | +29+0.9% | Added |
| 71 West Capital Partners | 3,180 | $377.2K | 0.02% | +605+23.5% | Added |
| HBK Sorce Advisory LLC | 2,891 | $377.3K | 0.01% | +219+8.2% | Added |
| Mutual Advisors, LLC | 3,183 | $377.5K | 0.01% | +160+5.3% | Added |
| Calamos Wealth Management LLC | 3,190 | $378.4K | 0.01% | +14+0.4% | Added |
| Cedar Mountain Advisors, LLC | 3,199 | $379.5K | 0.07% | +242+8.2% | Added |
| One Wealth Advisors, LLC | 3,200 | $379.6K | 0.05% | −127−3.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,200 | $379.6K | 0.09% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,200 | $379.6K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,203 | $380.0K | 0.01% | +286+9.8% | Added |
| Cornerstone Wealth Group, LLC | 2,760 | $380.7K | 0.02% | +336+13.9% | Added |
| Fairview Capital Investment Management, LLC | 3,214 | $381.3K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 3,215 | $381.4K | 0.08% | +4+0.1% | Added |
| Kennebec Savings Bank | 3,215 | $381.4K | 0.34% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,230 | $383.2K | 0.03% | +464+16.8% | Added |
| 111 Capital | 3,231 | $383.3K | 0.09% | +3,231 | New |
| Montag A & Associates Inc | 3,232 | $383.4K | 0.02% | −253−7.3% | Reduced |
| Groupe la Francaise | 3,235 | $383.8K | 0.01% | −96−2.9% | Reduced |
| Advisor OS, LLC | 3,254 | $386.0K | 0.03% | −216−6.2% | Reduced |
| GM Advisory Group, Inc. | 3,254 | $386.0K | 0.01% | +301+10.2% | Added |
| Petros Family Wealth, LLC | 3,255 | $386.1K | 0.28% | −1,121−25.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,272 | $388.2K | 0.04% | +47+1.5% | Added |
| Tiemann Investment Advisors, LLC | 3,285 | $389.7K | 0.15% | −100−3.0% | Reduced |
| Columbus Macro, LLC | 3,291 | $390.4K | 0.04% | −132−3.9% | Reduced |
| Sandbox Financial Partners, LLC | 3,306 | $392.1K | 0.11% | −3−0.1% | Reduced |
| Severin Investments, LLC | 3,308 | $392.4K | 0.34% | −931−22.0% | Reduced |
| JMN Financial LLC | 3,332 | $395.3K | 0.39% | +809+32.1% | Added |
| Wealth Alliance | 3,334 | $395.6K | 0.04% | −39−1.2% | Reduced |
| JNBA Financial Advisors | 3,341 | $396.3K | 0.03% | −1,086−24.5% | Reduced |
| Breakwater Capital Group | 3,346 | $396.9K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,363 | $398.9K | 0.01% | +488+17.0% | Added |
| Parcion Private Wealth LLC | 3,370 | $399.8K | 0.02% | +123+3.8% | Added |
| Milestone Asset Management, LLC | 3,374 | $400.3K | 0.07% | −2−0.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,381 | $401.1K | 0.27% | +81+2.5% | Added |
| Howard Capital Management Group, LLC | 3,387 | $401.8K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 3,410 | $404.5K | 0.10% | +3+0.1% | Added |
| Steel Peak Wealth Management LLC | 3,413 | $404.9K | 0.01% | −35−1.0% | Reduced |
| Heritage Trust Co | 3,414 | $405.0K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 3,416 | $405.3K | 0.03% | +79+2.4% | Added |
| Mystic Asset Management, Inc. | 3,423 | $406.1K | 0.09% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,430 | $406.9K | 0.10% | +3,430 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,432 | $407.1K | 0.09% | +3,432 | New |
| Schneider Downs Wealth Management Advisors, LP | 3,435 | $407.5K | 0.04% | −9−0.3% | Reduced |
| MONECO Advisors, LLC | 3,438 | $407.9K | 0.03% | −4−0.1% | Reduced |
| Fragasso Group Inc. | 3,315 | $409.8K | 0.02% | −556−14.4% | Reduced |
| Davis R M Inc | 3,471 | $411.8K | 0.01% | +675+24.1% | Added |
| Miracle Mile Advisors, LLC | 3,501 | $415.4K | 0.01% | +178+5.4% | Added |