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 |
|---|---|---|---|---|---|
| Oslo Pensjonsforsikring AS | 4,444 | $527.2K | 0.08% | +4,444 | New |
| Sepio Capital, LP | 4,482 | $531.7K | 0.03% | −88−1.9% | Reduced |
| Berkshire Asset Management LLC | 4,506 | $534.6K | 0.02% | +907+25.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,514 | $535.5K | 0.01% | −34−0.7% | Reduced |
| Intrepid Capital Management Inc | 4,518 | $536.0K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,521 | $536.4K | 0.06% | +135+3.1% | Added |
| Clear Creek Financial Management, LLC | 4,526 | $537.0K | 0.04% | +400+9.7% | Added |
| PFG Investments, LLC | 4,547 | $539.4K | 0.03% | −111−2.4% | Reduced |
| Martin Capital Advisors, LLP | 4,605 | $546.3K | 0.35% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 4,606 | $546.4K | 0.33% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,609 | $546.8K | 0.05% | +274+6.3% | Added |
| Personal Cfo Solutions, LLC | 4,669 | $553.8K | 0.08% | +173+3.8% | Added |
| Quent Capital, LLC | 4,697 | $557.2K | 0.04% | +45+1.0% | Added |
| Polymer Capital Management (US) LLC | 4,722 | $560.2K | 0.08% | −2,747−36.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,722 | $560.2K | 0.16% | +4,722 | New |
| Bahl & Gaynor Inc | 4,727 | $560.8K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,735 | $561.7K | 0.01% | +1,046+28.4% | Added |
| Wellington Shields & Co., LLC | 4,740 | $562.3K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,742 | $562.5K | 0.04% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,745 | $562.9K | 0.35% | −5−0.1% | Reduced |
| Northwest Bancshares, Inc. | 4,780 | $567.1K | 0.11% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $567.1K | 0.02% | 00.0% | Unchanged |
| Midwest Trust Co | 4,781 | $567.2K | 0.01% | −226−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,807 | $570.3K | 0.03% | +120+2.6% | Added |
| Rehmann Capital Advisory Group | 4,824 | $572.0K | 0.03% | −375−7.2% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $575.0K | 0.24% | 00.0% | Unchanged |
| Next Level Private LLC | 4,847 | $575.0K | 0.13% | −7−0.1% | Reduced |
| Essential Partners LLC | 4,858 | $576.3K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,887 | $579.7K | 0.04% | −1,133−18.8% | Reduced |
| Charter Trust Co | 4,891 | $580.2K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,893 | $580.5K | 0.01% | +773+18.8% | Added |
| Alhambra Investment Partners LLC | 4,910 | $582.5K | 0.27% | −215−4.2% | Reduced |
| Guardian Wealth Advisors, LLC | 4,931 | $585.0K | 0.04% | −17−0.3% | Reduced |
| 1832 Asset Management L.P. | 4,978 | $590.5K | 0.00% | +4,978 | New |
| Invariant Investment Management | 4,598 | $591.2K | 0.36% | +21+0.5% | Added |
| Kera Capital Partners, Inc. | 4,983 | $591.2K | 0.07% | +407+8.9% | Added |
| Legacy Capital Group California, Inc. | 4,997 | $592.8K | 0.23% | −2,239−30.9% | Reduced |
| Gsa Capital Partners LLP | 5,002 | $593.0K | 0.04% | +3,053+156.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,999 | $593.0K | 0.03% | +183+3.8% | Added |
| Sicart Associates LLC | 5,000 | $593.1K | 0.15% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,415 | $593.3K | 0.05% | −3,312−42.9% | Reduced |
| Trust Point Inc. | 5,021 | $595.6K | 0.05% | −15−0.3% | Reduced |
| First Nebraska Trust Co | 5,025 | $596.1K | 0.06% | −25−0.5% | Reduced |
| Van Diest Capital, LLC | 5,032 | $596.9K | 0.47% | +3,245+181.6% | Added |
| Studio Investment Management LLC | 5,038 | $597.7K | 0.11% | −88−1.7% | Reduced |
| Modera Wealth Management, LLC | 5,042 | $598.2K | 0.01% | +10.0% | Added |
| GHP Investment Advisors, Inc. | 5,051 | $599.2K | 0.02% | +6+0.1% | Added |
| Sigma Planning Corp | 5,070 | $601.5K | 0.02% | +1,224+31.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,074 | $601.9K | 0.10% | −281−5.2% | Reduced |
| Valeo Financial Advisors, LLC | 5,075 | $602.1K | 0.01% | −2,565−33.6% | Reduced |
| IFP Advisors, Inc | 5,077 | $602.3K | 0.01% | +1,222+31.7% | Added |
| Avestar Capital, LLC | 5,116 | $606.9K | 0.04% | +227+4.6% | Added |
| Secure Asset Management, LLC | 5,119 | $607.2K | 0.10% | +5,119 | New |
| Wellington-Altus USA Inc. | 4,213 | $609.2K | 0.36% | +260+6.6% | Added |
| Rogco, LP | 5,153 | $611.3K | 0.20% | −509−9.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,191 | $615.8K | 0.01% | +5,191 | New |
| NorthCrest Asset Manangement, LLC | 5,053 | $617.1K | 0.02% | −870−14.7% | Reduced |
| Rothschild Capital Partners, LLC | 5,228 | $620.2K | 0.15% | +5,228 | New |
| Avise Financial Cooperative, Inc. | 5,231 | $620.6K | 0.51% | −200−3.7% | Reduced |
| SPWM Advisors LLC | 4,670 | $623.2K | 0.54% | −954−17.0% | Reduced |
| Van Strum & Towne Inc. | 5,277 | $626.0K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,280 | $626.4K | 0.28% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5,283 | $626.7K | 0.10% | −358−6.3% | Reduced |
| Baker Ellis Asset Management LLC | 5,299 | $628.6K | 0.07% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,305 | $629.4K | 0.04% | −11,168−67.8% | Reduced |
| Evercore Wealth Management, LLC | 5,313 | $630.3K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,342 | $633.7K | 0.28% | −315−5.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,363 | $636.2K | 0.07% | −23−0.4% | Reduced |
| Angeles Wealth Management, LLC | 5,372 | $637.3K | 0.03% | +913+20.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,382 | $638.5K | 0.05% | +254+5.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,384 | $638.5K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,386 | $639.0K | 0.04% | −361−6.3% | Reduced |
| Addison Capital Co | 5,394 | $639.8K | 0.11% | +652+13.7% | Added |
| North Capital, Inc. | 5,395 | $640.0K | 0.54% | +5,395 | New |
| Alteri Wealth LLC | 5,406 | $641.4K | 0.21% | +176+3.4% | Added |
| Firestone Capital Management | 5,413 | $642.1K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,428 | $643.9K | 0.04% | +697+14.7% | Added |
| Fortis Group Advisors, LLC | 5,455 | $647.1K | 0.11% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $649.3K | 0.49% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,494 | $651.7K | 0.02% | +1,071+24.2% | Added |
| Philadelphia Trust Co | 5,500 | $652.0K | 0.05% | 00.0% | Unchanged |
| MFA Wealth Services | 5,550 | $658.4K | 0.44% | +36+0.7% | Added |
| GenTrust, LLC | 5,564 | $660.1K | 0.03% | +41+0.7% | Added |
| Sax Wealth Advisors, LLC | 5,738 | $666.1K | 0.03% | −149−2.5% | Reduced |
| Fundamentun, LLC | 5,641 | $669.2K | 0.03% | +138+2.5% | Added |
| TD Private Client Wealth LLC | 5,646 | $669.8K | 0.01% | +285+5.3% | Added |
| Parallax Volatility Advisers, L.P. | 4,866 | $671.0K | 0.03% | +2,457+102.0% | Added |
| Altfest L J & Co Inc | 5,657 | $671.1K | 0.07% | −24−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 5,672 | $672.9K | 0.17% | +511+9.9% | Added |
| Summit Financial Wealth Advisors, LLC | 5,682 | $674.1K | 0.10% | +65+1.2% | Added |
| Evolve Private Wealth, LLC | 5,689 | $674.8K | 0.04% | +1,651+40.9% | Added |
| Providence First Trust Co | 5,711 | $677.5K | 0.24% | +5,711 | New |
| Fairfield, Bush & Co. | 5,727 | $679.4K | 0.38% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,742 | $681.2K | 0.01% | +838+17.1% | Added |
| New Age Alpha Advisors, LLC | 5,747 | $681.8K | 0.03% | +694+13.7% | Added |
| Northstar Group, Inc. | 5,749 | $681.9K | 0.10% | +15+0.3% | Added |
| Koshinski Asset Management, Inc. | 5,760 | $683.3K | 0.04% | −296−4.9% | Reduced |
| Westfuller Advisors, LLC | 5,783 | $686.0K | 0.30% | +20+0.3% | Added |
| Gilbert Capital Group, Inc. | 5,795 | $687.5K | 0.53% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 5,882 | $697.8K | 0.47% | 00.0% | Unchanged |