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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 5,888 | $698.5K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 5,950 | $705.8K | 0.26% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 5,966 | $707.7K | 0.00% | +980+19.7% | Added |
| Focused Alpha, LLC | 5,970 | $708.2K | 0.22% | −6−0.1% | Reduced |
| Inceptionr LLC | 5,994 | $711.1K | 0.17% | +299+5.3% | Added |
| IFG Advisors, LLC | 5,999 | $711.7K | 0.12% | 00.0% | Unchanged |
| Warner Financial, Inc | 6,033 | $716.0K | 0.25% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,071 | $720.2K | 0.04% | +277+4.8% | Added |
| Elyxium Wealth, LLC | 6,111 | $725.0K | 0.23% | −1,323−17.8% | Reduced |
| First National Bank & Trust Co of Newtown | 6,137 | $728.0K | 0.16% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 6,151 | $729.7K | 0.65% | −750−10.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $732.0K | 0.01% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 6,213 | $737.1K | 0.38% | −199−3.1% | Reduced |
| Drucker Wealth 3.0, LLC | 6,285 | $745.6K | 0.13% | +22+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 6,305 | $748.0K | 0.01% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 6,429 | $763.0K | 0.25% | +6,429 | New |
| Frisch Financial Group, Inc. | 6,433 | $763.2K | 0.16% | +10.0% | Added |
| Mondrian Investment Partners LTD | 6,515 | $772.9K | 0.01% | −34,916−84.3% | Reduced |
| S-Bank Fund Management Ltd | 6,540 | $775.8K | 0.12% | −243−3.6% | Reduced |
| Clearstead Advisors, LLC | 6,567 | $779.0K | 0.01% | −1,891−22.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,602 | $783.2K | 0.02% | −67−1.0% | Reduced |
| denkapparat Operations GmbH | 6,608 | $783.9K | 0.32% | −1,002−13.2% | Reduced |
| Benin Management CORP | 6,615 | $784.7K | 0.18% | −100−1.5% | Reduced |
| Cigna Investments Inc | 6,622 | $785.0K | 0.12% | −239−3.5% | Reduced |
| Cove Private Wealth, LLC | 6,618 | $785.1K | 0.18% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,629 | $786.0K | 0.04% | −12−0.2% | Reduced |
| Kovack Advisors, Inc. | 6,516 | $786.1K | 0.04% | −1,073−14.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,640 | $787.7K | 0.14% | −810−10.9% | Reduced |
| MorganRosel Wealth Management, LLC | 6,678 | $792.2K | 0.31% | +6,678 | New |
| Sapient Capital LLC | 6,681 | $792.6K | 0.01% | +1,240+22.8% | Added |
| Catalyst Capital Advisors LLC | 6,700 | $794.8K | 0.01% | −30−0.4% | Reduced |
| Argent Capital Management LLC | 6,700 | $794.8K | 0.03% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 6,701 | $795.0K | 0.60% | −1,992−22.9% | Reduced |
| Great Lakes Retirement, Inc. | 6,731 | $798.5K | 0.08% | −560−7.7% | Reduced |
| Simplicity Wealth,LLC | 6,784 | $804.8K | 0.05% | +154+2.3% | Added |
| Fisher Asset Management, LLC | 6,784 | $804.9K | 0.00% | −2,681−28.3% | Reduced |
| Basepoint Wealth LLC | 6,807 | $807.5K | 0.46% | −106−1.5% | Reduced |
| Invesco, LLC | 6,812 | $808.2K | 0.28% | +582+9.3% | Added |
| First Foundation Advisors | 6,838 | $811.2K | 0.03% | +92+1.4% | Added |
| Formidable Asset Management, LLC | 6,998 | $812.4K | 0.13% | −1,772−20.2% | Reduced |
| Apeiron RIA LLC | 6,907 | $819.4K | 0.19% | +2,262+48.7% | Added |
| Winton Group Ltd | 6,979 | $827.9K | 0.03% | +6,979 | New |
| Advisors Capital Management, LLC | 6,979 | $828.0K | 0.01% | −349−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,000 | $830.4K | 0.21% | 00.0% | Unchanged |
| Keystone Financial Group | 6,977 | $832.4K | 0.06% | −116−1.6% | Reduced |
| Profund Advisors LLC | 7,035 | $834.6K | 0.03% | −1,750−19.9% | Reduced |
| KMG Fiduciary Partners, LLC | 7,056 | $837.0K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,064 | $838.0K | 0.18% | +17+0.2% | Added |
| RKL Wealth Management LLC | 7,073 | $839.0K | 0.08% | −140−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,076 | $839.4K | 0.02% | −12,006−62.9% | Reduced |
| Private Trust Co NA | 7,097 | $841.9K | 0.08% | −837−10.5% | Reduced |
| Oxford Financial Group Ltd | 7,114 | $843.9K | 0.05% | −24−0.3% | Reduced |
| Red Door Wealth Management, LLC | 7,134 | $846.3K | 0.09% | +1,516+27.0% | Added |
| GTS Securities LLC | 7,147 | $847.8K | 0.03% | −3,267−31.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,160 | $849.3K | 0.02% | +1,188+19.9% | Added |
| KG&L Capital Management,LLC | 7,164 | $849.9K | 0.61% | +470+7.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,170 | $850.6K | 0.25% | +1,760+32.5% | Added |
| TownSquare Capital, LLC | 7,176 | $851.3K | 0.19% | +179+2.6% | Added |
| Paradigm Financial Partners, LLC | 7,190 | $853.0K | 0.15% | +228+3.3% | Added |
| Signet Financial Management, LLC | 7,205 | $854.7K | 0.10% | −246−3.3% | Reduced |
| ZEGA Investments, LLC | 7,216 | $856.0K | 0.16% | −2,913−28.8% | Reduced |
| Redmond Asset Management, LLC | 7,257 | $860.9K | 0.24% | −160−2.2% | Reduced |
| Collaborative Fund Advisors, LLC | 7,274 | $862.9K | 0.53% | +7,274 | New |
| Lionshead Wealth Management, LLC | 7,312 | $867.4K | 0.64% | +10.0% | Added |
| Stanley-Laman Group, Ltd. | 7,361 | $873.2K | 0.11% | +1,050+16.6% | Added |
| Silverlake Wealth Management LLC | 7,361 | $873.2K | 0.18% | −338−4.4% | Reduced |
| Bill Few Associates, Inc. | 7,443 | $882.9K | 0.21% | +1,246+20.1% | Added |
| Board of the Pension Protection Fund | 7,500 | $889.7K | 0.82% | +7,100+1,775.0% | Added |
| NBC Securities, Inc. | 7,506 | $890.5K | 0.07% | −1,431−16.0% | Reduced |
| Radnor Capital Management, LLC | 7,535 | $893.9K | 0.13% | −195−2.5% | Reduced |
| Exchange Bank | 7,555 | $896.3K | 0.62% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,561 | $897.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7,612 | $903.0K | 0.12% | −2,263−22.9% | Reduced |
| Employees Retirement System of Texas | 7,615 | $903.0K | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 7,632 | $905.4K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 7,659 | $908.6K | 0.01% | +405+5.6% | Added |
| Beck Mack & Oliver LLC | 7,705 | $914.0K | 0.02% | −16,489−68.2% | Reduced |
| Atlantic Union Bankshares Corp | 7,707 | $914.3K | 0.02% | +255+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,738 | $918.0K | 0.09% | −343−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 7,785 | $923.0K | 0.04% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 7,793 | $924.5K | 0.04% | −9,007−53.6% | Reduced |
| EverSource Wealth Advisors, LLC | 7,837 | $929.7K | 0.03% | +2,173+38.4% | Added |
| Farmers National Bank | 7,848 | $931.0K | 0.21% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,874 | $934.1K | 0.13% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,878 | $934.5K | 0.29% | +2,346+42.4% | Added |
| Canandaigua National Corp | 7,886 | $935.5K | 0.08% | +7,886 | New |
| Savvy Advisors, Inc. | 7,900 | $937.2K | 0.03% | +1,433+22.2% | Added |
| Builder Investment Group Inc | 7,911 | $938.5K | 0.20% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7,927 | $940.3K | 0.32% | −1,370−14.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,943 | $942.3K | 0.38% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 7,975 | $946.1K | 0.33% | +140+1.8% | Added |
| Nations Financial Group Inc, | 7,996 | $948.6K | 0.05% | +184+2.4% | Added |
| Meriwether Wealth & Planning, LLC | 8,059 | $956.0K | 0.52% | −2,838−26.0% | Reduced |
| Checchi Capital Advisers, LLC | 8,063 | $956.5K | 0.07% | +860+11.9% | Added |
| Trust Asset Management LLC | 8,073 | $957.7K | 0.07% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 8,093 | $960.1K | 0.23% | −469−5.5% | Reduced |
| Apella Capital, LLC | 7,142 | $964.8K | 0.01% | +2,442+52.0% | Added |
| Jeppson Wealth Management, LLC | 8,175 | $969.8K | 0.30% | −274−3.2% | Reduced |
| Summit Global Investments | 8,177 | $970.0K | 0.06% | −4,498−35.5% | Reduced |
| TCG Advisory Services, LLC | 8,180 | $970.4K | 0.02% | +2,312+39.4% | Added |