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, Q2 2026
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 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
- 1,885
- +139 vs. Q1 2026
- Shares held
- 575.3M
- +3.80M (+0.7%) vs. Q1 2026
- Total value
- $83.1B
- +$15.4B (+22.7%) vs. Q1 2026
- New holders
- 229
- 669 more added
- Sold out
- 90
- 707 more reduced
23 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 7,874 | $1.14M | 0.15% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,880 | $1.14M | 0.05% | −116−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,906 | $1.14M | 0.01% | −547−6.5% | Reduced |
| Builder Investment Group Inc | 7,911 | $1.14M | 0.23% | 00.0% | Unchanged |
| HM Payson & Co | 7,960 | $1.15M | 0.02% | −350−4.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,020 | $1.16M | 0.57% | −39−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 8,029 | $1.16M | 0.07% | −34−0.4% | Reduced |
| Almanack Investment Partners, LLC. | 8,078 | $1.17M | 0.15% | −756−8.6% | Reduced |
| Woodward Diversified Capital, LLC | 8,125 | $1.17M | 0.52% | −127−1.5% | Reduced |
| Jeppson Wealth Management, LLC | 8,155 | $1.18M | 0.35% | −20−0.2% | Reduced |
| Stiles Financial Services Inc | 8,180 | $1.18M | 0.30% | +302+3.8% | Added |
| Peak Asset Management, LLC | 8,275 | $1.20M | 0.18% | +8,275 | New |
| Loudon Investment Management, LLC | 8,337 | $1.21M | 0.59% | −840−9.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,356 | $1.21M | 0.08% | +91+1.1% | Added |
| Trust Co of Virginia | 8,403 | $1.22M | 0.09% | −54−0.6% | Reduced |
| Manchester Capital Management LLC | 8,411 | $1.22M | 0.16% | −10.0% | Reduced |
| Clark Capital Management Group, Inc. | 8,436 | $1.22M | 0.01% | +4,407+109.4% | Added |
| Round Rock Advisors, LLC | 8,442 | $1.22M | 0.16% | +29+0.3% | Added |
| CWA Asset Management Group, LLC | 8,455 | $1.22M | 0.04% | −60,880−87.8% | Reduced |
| Summit Financial Strategies, Inc. | 8,478 | $1.23M | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 8,496 | $1.23M | 0.00% | +1,712+25.2% | Added |
| Curbstone Financial Management Corp | 8,500 | $1.23M | 0.21% | −150−1.7% | Reduced |
| Smartleaf Asset Management LLC | 8,572 | $1.23M | 0.04% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,593 | $1.24M | 0.10% | +8,593 | New |
| Peoples Bank | 8,605 | $1.24M | 1.21% | −30−0.3% | Reduced |
| Picton Mahoney Asset Management | 8,618 | $1.25M | 0.01% | +8,618 | New |
| Fiduciary Trust Co | 8,660 | $1.25M | 0.01% | −15−0.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,694 | $1.26M | 0.11% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 8,704 | $1.26M | 0.02% | +524+6.4% | Added |
| Strategy Asset Managers LLC | 8,725 | $1.26M | 0.19% | −56−0.6% | Reduced |
| Engineers Gate Manager LP | 8,740 | $1.26M | 0.02% | −371,401−97.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,747 | $1.26M | 0.10% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 8,749 | $1.27M | 0.40% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,763 | $1.27M | 0.39% | +231+2.7% | Added |
| Tectonic Advisors LLC | 8,771 | $1.27M | 0.06% | +47+0.5% | Added |
| Banque de Luxembourg S.A. | 8,817 | $1.28M | 0.60% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 8,905 | $1.29M | 0.03% | −1,001−10.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,932 | $1.29M | 0.02% | +22+0.2% | Added |
| Fort Washington Investment Advisors Inc | 8,992 | $1.30M | 0.01% | −285−3.1% | Reduced |
| Crawford Investment Counsel Inc | 9,019 | $1.30M | 0.02% | +400+4.6% | Added |
| Perigon Wealth Management, LLC | 9,031 | $1.31M | 0.02% | +367+4.2% | Added |
| LVW Advisors, LLC | 9,054 | $1.31M | 0.11% | +167+1.9% | Added |
| BSW Wealth Partners | 9,066 | $1.31M | 0.15% | −98−1.1% | Reduced |
| WFA of San Diego, LLC | 8,090 | $1.31M | 1.07% | −435−5.1% | Reduced |
| Sowell Financial Services LLC | 9,080 | $1.31M | 0.04% | −156−1.7% | Reduced |
| Rexford Capital Inc | 9,086 | $1.31M | 0.81% | +11+0.1% | Added |
| SageView Advisory Group, LLC | 9,103 | $1.32M | 0.04% | +105+1.2% | Added |
| Baader Bank INC | 9,133 | $1.32M | 0.11% | −749−7.6% | Reduced |
| Savvy Advisors, Inc. | 9,136 | $1.32M | 0.03% | +1,236+15.6% | Added |
| Inscription Capital, LLC | 9,172 | $1.33M | 0.12% | +532+6.2% | Added |
| Central Trust Co | 9,190 | $1.33M | 0.02% | +914+11.0% | Added |
| Kathmere Capital Management, LLC | 9,206 | $1.33M | 0.07% | +319+3.6% | Added |
| Freestone Capital Holdings, LLC | 9,210 | $1.33M | 0.03% | +4,847+111.1% | Added |
| Hanlon Investment Management, Inc. | 9,265 | $1.34M | 0.71% | −354−3.7% | Reduced |
| Alliance Wealth Advisors, LLC | 9,297 | $1.34M | 0.54% | −435−4.5% | Reduced |
| Moody National Bank Trust Division | 9,316 | $1.35M | 0.11% | −154−1.6% | Reduced |
| Wedmont Private Capital | 8,886 | $1.35M | 0.04% | +528+6.3% | Added |
| Versant Capital Management, Inc | 9,338 | $1.35M | 0.12% | +1,126+13.7% | Added |
| Aptus Capital Advisors, LLC | 9,250 | $1.35M | 0.01% | +58+0.6% | Added |
| Gilbert & Cook, Inc. | 9,357 | $1.35M | 0.16% | +74+0.8% | Added |
| Mather Group, LLC. | 9,358 | $1.35M | 0.01% | +89+1.0% | Added |
| Forum Financial Management, LP | 9,368 | $1.35M | 0.02% | +131+1.4% | Added |
| CV Advisors LLC | 10,000 | $1.37M | 0.26% | +10,000 | New |
| Crux Wealth Advisors | 9,530 | $1.38M | 0.48% | −1,761−15.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,572 | $1.38M | 0.30% | −125−1.3% | Reduced |
| New Wave Wealth Advisors LLC | 9,631 | $1.39M | 0.38% | +1,656+20.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 9,700 | $1.40M | 0.20% | 00.0% | Unchanged |
| CX Institutional | 9,733 | $1.41M | 0.04% | −65−0.7% | Reduced |
| Pallas Capital Advisors LLC | 9,743 | $1.41M | 0.04% | −497−4.9% | Reduced |
| KG&L Capital Management,LLC | 9,754 | $1.41M | 0.84% | +2,590+36.2% | Added |
| Sunesis Advisors, LLC | 9,762 | $1.41M | 0.58% | −8,674−47.0% | Reduced |
| Quantbot Technologies LP | 9,808 | $1.42M | 0.06% | +9,808 | New |
| Pettee Investors, Inc. | 9,852 | $1.42M | 0.70% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,894 | $1.43M | 0.44% | +300+3.1% | Added |
| Aspire Private Capital, LLC | 9,942 | $1.44M | 0.30% | −1,889−16.0% | Reduced |
| D.A. Davidson & Co. | 9,973 | $1.44M | 0.01% | +134+1.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,994 | $1.45M | 0.17% | +534+5.6% | Added |
| Foundations Investment Advisors, LLC | 9,996 | $1.45M | 0.01% | +513+5.4% | Added |
| Commonwealth Retirement Investments LLC | 9,998 | $1.45M | 0.39% | −105−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $1.45M | 0.36% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,021 | $1.45M | 0.01% | +3,454+52.6% | Added |
| Arete Wealth Advisors, LLC | 10,024 | $1.45M | 0.10% | −32−0.3% | Reduced |
| Fulton Bank, N.A. | 10,035 | $1.45M | 0.04% | −2,753−21.5% | Reduced |
| Journey Advisory Group, LLC | 10,070 | $1.46M | 0.11% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,117 | $1.46M | 0.05% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,155 | $1.47M | 0.08% | −400−3.8% | Reduced |
| Longaeva Partners L.P. | 10,171 | $1.47M | 0.04% | −85,005−89.3% | Reduced |
| Yoffe Investment Management, LLC | 10,200 | $1.48M | 1.69% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,264 | $1.48M | 0.03% | +690+7.2% | Added |
| Horizon Kinetics Asset Management LLC | 10,308 | $1.49M | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,315 | $1.49M | 0.17% | −255−2.4% | Reduced |
| NBT Bank N A | 10,402 | $1.50M | 0.10% | 00.0% | Unchanged |
| Keystone Financial Services | 10,462 | $1.51M | 0.39% | +24+0.2% | Added |
| Whitener Capital Management, Inc. | 10,470 | $1.51M | 0.32% | −400−3.7% | Reduced |
| Aspen Investment Management Inc | 10,487 | $1.52M | 0.41% | +90+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 10,491 | $1.52M | 0.01% | +10,491 | New |
| Transcend Wealth Collective, LLC | 10,532 | $1.52M | 0.10% | −1,331−11.2% | Reduced |
| Fortress Private Ledger, LLC | 10,611 | $1.53M | 0.42% | −571−5.1% | Reduced |
| Stableford Capital II LLC | 10,658 | $1.54M | 0.53% | −303−2.8% | Reduced |
| Secured Retirement Advisors, LLC | 10,700 | $1.55M | 0.79% | −9,565−47.2% | Reduced |