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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 3,510 | $416.0K | 0.13% | −490−12.3% | Reduced |
| Klingenstein Fields & Co LP | 3,519 | $417.5K | 0.02% | −12,333−77.8% | Reduced |
| Hudock, Inc. | 3,524 | $418.1K | 0.06% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,526 | $418.2K | 0.29% | −399−10.2% | Reduced |
| a16z Perennial Management, L.P. | 3,547 | $420.8K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,551 | $421.3K | 0.00% | −306−7.9% | Reduced |
| Coastal Bridge Advisors, LLC | 3,563 | $422.7K | 0.03% | +373+11.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,571 | $423.6K | 0.03% | −13−0.4% | Reduced |
| International Assets Investment Management, LLC | 13,420 | $423.8K | 0.03% | +29+0.2% | Added |
| Diversified Enterprises, LLC | 3,580 | $424.7K | 0.02% | +584+19.5% | Added |
| PDS Planning, Inc | 3,588 | $425.6K | 0.03% | −85−2.3% | Reduced |
| Tritonpoint Wealth, LLC | 3,595 | $426.4K | 0.05% | −35−1.0% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,601 | $427.2K | 0.35% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,611 | $428.4K | 0.04% | +576+19.0% | Added |
| Leonteq Securities AG | 3,635 | $431.2K | 0.03% | −502−12.1% | Reduced |
| Brendel Financial Advisors LLC | 3,644 | $432.3K | 0.21% | −85−2.3% | Reduced |
| Strategic Blueprint, LLC | 3,666 | $434.9K | 0.03% | +190+5.5% | Added |
| Ethos Financial Group, LLC | 3,675 | $436.0K | 0.03% | +1,118+43.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,682 | $436.8K | 0.03% | +128+3.6% | Added |
| Bull Harbor Capital LLC | 3,685 | $437.2K | 0.12% | +3,685 | New |
| Peddock Capital Advisors, LLC | 3,690 | $437.7K | 0.10% | 00.0% | Unchanged |
| Troutman Wealth Management, LLC | 3,694 | $438.2K | 0.37% | +16+0.4% | Added |
| Krilogy Financial LLC | 3,251 | $438.4K | 0.01% | −167−4.9% | Reduced |
| Richard W. Paul & Associates, LLC | 3,696 | $438.4K | 0.15% | −1,216−24.8% | Reduced |
| L2 Asset Management, LLC | 3,696 | $438.4K | 0.04% | +123+3.4% | Added |
| Meyer Handelman Co | 3,696 | $438.5K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 3,701 | $439.0K | 0.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,709 | $440.0K | 0.01% | +374+11.2% | Added |
| Bridgewater Advisors Inc. | 3,695 | $442.4K | 0.03% | −84−2.2% | Reduced |
| HBW Advisory Services LLC | 3,731 | $442.6K | 0.05% | −322−7.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,731 | $442.6K | 0.01% | +130+3.6% | Added |
| Legacy Financial Advisors, Inc. | 3,746 | $444.4K | 0.06% | −365−8.9% | Reduced |
| Sage Investment Advisers LLC | 3,687 | $446.0K | 0.33% | +10+0.3% | Added |
| Waddell & Associates, LLC | 3,770 | $447.2K | 0.03% | +100+2.7% | Added |
| Signature Estate & Investment Advisors LLC | 3,780 | $448.4K | 0.01% | +1,147+43.6% | Added |
| Abundance Wealth Counselors | 3,783 | $448.8K | 0.06% | +831+28.2% | Added |
| Norden Group LLC | 3,798 | $450.6K | 0.04% | +323+9.3% | Added |
| Keyvantage Wealth, LLC | 3,803 | $451.2K | 0.20% | −14−0.4% | Reduced |
| Werba Rubin Papier Wealth Management | 3,816 | $452.7K | 0.06% | +3,816 | New |
| Haverford Trust Co | 3,839 | $455.4K | 0.00% | +686+21.8% | Added |
| Boston Trust Walden Corp | 3,844 | $456.0K | 0.00% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,875 | $459.7K | 0.06% | −59−1.5% | Reduced |
| Perpetual Ltd | 3,877 | $459.9K | 0.01% | +940+32.0% | Added |
| McMillan Office, Inc. | 3,900 | $462.7K | 0.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 3,900 | $462.7K | 0.34% | −2,450−38.6% | Reduced |
| Exencial Wealth Advisors, LLC | 3,904 | $463.1K | 0.01% | −58−1.5% | Reduced |
| Tranquilli Financial Advisor LLC | 3,915 | $464.4K | 0.27% | −1,077−21.6% | Reduced |
| CFS Investment Advisory Services, LLC | 3,441 | $464.9K | 0.03% | +149+4.5% | Added |
| Stronghold Wealth Management L.L.C. | 3,919 | $464.9K | 0.70% | −11−0.3% | Reduced |
| Barrett & Company, Inc. | 3,920 | $465.0K | 0.16% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,926 | $465.7K | 0.22% | −23−0.6% | Reduced |
| DGS Capital Management, LLC | 3,948 | $468.4K | 0.08% | +1,169+42.1% | Added |
| LGT Group Foundation | 3,956 | $469.3K | 0.01% | +8+0.2% | Added |
| PCM Encore, LLC | 3,965 | $470.4K | 0.10% | +505+14.6% | Added |
| BLB&B Advisors, LLC | 3,973 | $471.3K | 0.02% | −134−3.3% | Reduced |
| Tributary Capital Management, LLC | 3,975 | $471.6K | 0.05% | −75−1.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,977 | $472.0K | 0.14% | −598−13.1% | Reduced |
| Hickory Point Bank & Trust | 3,997 | $474.2K | 0.31% | −110−2.7% | Reduced |
| Rbo & Co LLC | 4,000 | $474.5K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,029 | $478.0K | 0.00% | +125+3.2% | Added |
| Virtue Capital Management, LLC | 4,151 | $478.1K | 0.07% | +283+7.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,037 | $478.9K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,054 | $481.0K | 0.01% | +1,953+93.0% | Added |
| Revisor Wealth Management LLC | 4,058 | $481.4K | 0.13% | −748−15.6% | Reduced |
| AlphaGrep UK Ltd | 4,081 | $484.1K | 0.14% | −1,741−29.9% | Reduced |
| Nicolet Bankshares Inc | 4,025 | $486.9K | 0.02% | +4,025 | New |
| Catalyst Financial Partners LLC | 4,108 | $487.3K | 0.06% | +285+7.5% | Added |
| Cyndeo Wealth Partners, LLC | 4,123 | $489.2K | 0.03% | −450−9.8% | Reduced |
| Aprio Wealth Management, LLC | 4,125 | $489.3K | 0.03% | +153+3.9% | Added |
| Optimize Financial Inc | 4,134 | $490.4K | 0.24% | +4,134 | New |
| Monticello Wealth Management, LLC | 4,156 | $493.0K | 0.03% | +134+3.3% | Added |
| Wilson & Boucher Capital Management, LLC | 4,165 | $494.1K | 0.33% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,297 | $495.0K | 0.03% | −5,942−58.0% | Reduced |
| M.E. Allison & Co., Inc. | 4,185 | $496.4K | 0.33% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,188 | $496.8K | 0.12% | −45−1.1% | Reduced |
| Burns Matteson Capital Management, LLC | 4,208 | $499.2K | 0.19% | −43−1.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,209 | $499.3K | 0.05% | +20.0% | Added |
| Sentinus, LLC | 4,215 | $500.0K | 0.05% | +110+2.7% | Added |
| Abel Hall, LLC | 4,222 | $500.9K | 0.11% | −145−3.3% | Reduced |
| Fiduciary Group LLC | 4,222 | $500.9K | 0.04% | −35−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $501.2K | 0.00% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 4,230 | $501.9K | 0.24% | −256−5.7% | Reduced |
| Optas, LLC | 4,235 | $502.4K | 0.08% | +569+15.5% | Added |
| Drive Wealth Management, LLC | 4,247 | $503.8K | 0.11% | −275−6.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,257 | $505.0K | 0.09% | −152−3.4% | Reduced |
| Clark Financial Services Group Inc | 4,272 | $506.8K | 0.28% | +192+4.7% | Added |
| Hofer & Associates. Inc | 4,336 | $514.3K | 0.28% | +20.0% | Added |
| Tradewinds Capital Management, LLC | 4,339 | $514.7K | 0.10% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,359 | $517.1K | 0.09% | +1,999+84.7% | Added |
| Strategic Advisors LLC | 4,361 | $517.4K | 0.09% | +6+0.1% | Added |
| Freestone Capital Holdings, LLC | 4,363 | $517.6K | 0.02% | −97−2.2% | Reduced |
| Mechanics Financial Corp | 4,368 | $518.2K | 0.22% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,391 | $520.9K | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,388 | $521.0K | 0.01% | +167+4.0% | Added |
| Beirne Wealth Consulting Services, LLC | 4,405 | $522.6K | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,405 | $522.6K | 0.01% | −185−4.0% | Reduced |
| Silver Oak Securities, Inc | 4,415 | $523.8K | 0.04% | +233+5.6% | Added |
| Advyzon Investment Management, LLC | 4,418 | $524.1K | 0.05% | +1,407+46.7% | Added |
| Bruce G. Allen Investments, LLC | 4,430 | $525.5K | 0.34% | −144−3.1% | Reduced |
| Journey Strategic Wealth LLC | 4,438 | $526.5K | 0.01% | +1,650+59.2% | Added |