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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 10,758 | $1.56M | 0.00% | +1,042+10.7% | Added |
| Ellevest, Inc. | 10,839 | $1.56M | 0.18% | −678−5.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,776 | $1.56M | 0.14% | −525−4.6% | Reduced |
| Sagespring Wealth Partners, LLC | 10,818 | $1.56M | 0.02% | +1,103+11.4% | Added |
| Ausdal Financial Partners, Inc. | 10,835 | $1.57M | 0.06% | −118−1.1% | Reduced |
| Stephens Inc | 10,888 | $1.57M | 0.02% | −726−6.3% | Reduced |
| Summit Global Investments | 10,986 | $1.59M | 0.09% | +2,809+34.4% | Added |
| Advisors Capital Management, LLC | 11,016 | $1.59M | 0.02% | +4,037+57.8% | Added |
| Strategic Investment Advisors | 11,038 | $1.60M | 0.10% | −1,463−11.7% | Reduced |
| Columbia Asset Management | 11,097 | $1.60M | 0.28% | −1,020−8.4% | Reduced |
| Fruth Investment Management | 11,150 | $1.61M | 0.38% | −100−0.9% | Reduced |
| Sun Financial Inc | 10,215 | $1.63M | 0.77% | −1,175−10.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,317 | $1.64M | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,325 | $1.64M | 0.01% | +8,900+367.0% | Added |
| Goodwin Investment Advisory | 11,344 | $1.64M | 3.30% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 11,485 | $1.66M | 0.83% | −1,054−8.4% | Reduced |
| Tema ETFs LLC | 11,653 | $1.69M | 0.05% | +1,015+9.5% | Added |
| Morse Asset Management, Inc | 11,664 | $1.69M | 0.28% | +11,111+2,009.2% | Added |
| Fidelis Capital Partners, LLC | 11,690 | $1.69M | 0.10% | +10.0% | Added |
| Dynamic Technology Lab Private Ltd | 11,709 | $1.69M | 0.38% | −1,321−10.1% | Reduced |
| Unique Wealth Strategies, LLC | 11,714 | $1.69M | 0.62% | −42−0.4% | Reduced |
| Western Wealth Management, LLC | 11,750 | $1.70M | 0.06% | −111−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 11,771 | $1.70M | 0.04% | +3,184+37.1% | Added |
| Schulhoff & Co Inc | 11,837 | $1.71M | 0.69% | +20.0% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $1.71M | 0.19% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 11,960 | $1.72M | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 11,898 | $1.72M | 0.01% | +966+8.8% | Added |
| BFSG, LLC | 11,995 | $1.73M | 0.15% | −370−3.0% | Reduced |
| Park National Corp | 12,058 | $1.74M | 0.05% | −380−3.1% | Reduced |
| Allegheny Financial Group LTD | 12,105 | $1.75M | 0.19% | +440+3.8% | Added |
| Financial Plan, Inc. | 12,107 | $1.75M | 0.17% | −190−1.5% | Reduced |
| Groupama Asset Managment | 12,179 | $1.75M | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 12,195 | $1.75M | 0.15% | −3,682−23.2% | Reduced |
| Tradewinds, LLC. | 1,419 | $1.76M | 0.55% | −6,425−81.9% | Reduced |
| Leavell Investment Management, Inc. | 12,200 | $1.76M | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,207 | $1.77M | 0.07% | +12,207 | New |
| WSFS Capital Management, LLC | 12,208 | $1.77M | 0.08% | −614−4.8% | Reduced |
| Mainstay Capital Management LLC | 12,245 | $1.77M | 0.13% | −282−2.3% | Reduced |
| Westco Advisory Services Inc | 12,335 | $1.78M | 1.08% | +469+4.0% | Added |
| William B. Walkup & Associates, Inc. | 12,369 | $1.79M | 0.86% | −2,780−18.4% | Reduced |
| Smith Group Asset Management, LLC | 12,370 | $1.79M | 0.07% | +381+3.2% | Added |
| Camden Capital, LLC | 12,395 | $1.79M | 0.09% | +392+3.3% | Added |
| Granite Group Advisors, LLC | 12,496 | $1.81M | 1.07% | −4,703−27.3% | Reduced |
| WealthTrust Asset Management, LLC | 12,536 | $1.81M | 0.98% | −453−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,567 | $1.82M | 0.02% | −909−6.7% | Reduced |
| WealthTrust Axiom LLC | 12,574 | $1.82M | 0.41% | −165−1.3% | Reduced |
| Ethos Capital Management, Inc. | 12,605 | $1.82M | 1.30% | +12,605 | New |
| Courier Capital LLC | 12,661 | $1.83M | 0.09% | +561+4.6% | Added |
| Valmark Advisers, Inc. | 12,668 | $1.83M | 0.02% | +50.0% | Added |
| Williamson Legacy Group, LLC | 12,717 | $1.84M | 0.91% | +309+2.5% | Added |
| Beverly Hills Private Wealth, LLC | 12,815 | $1.85M | 0.36% | −6,151−32.4% | Reduced |
| Carnegie Lake Advisors LLC | 12,888 | $1.86M | 0.69% | 00.0% | Unchanged |
| Boston Family Office LLC | 12,888 | $1.86M | 0.11% | −500−3.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,914 | $1.87M | 0.04% | 00.0% | Unchanged |
| Providence First Trust Co | 13,048 | $1.89M | 0.53% | +7,337+128.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,183 | $1.91M | 0.07% | −892−6.3% | Reduced |
| Gradient Capital Advisors, LLC | 13,347 | $1.93M | 0.45% | −48−0.4% | Reduced |
| Ramirez Asset Management, Inc. | 13,414 | $1.94M | 0.20% | −40.0% | Reduced |
| Stenger Family Office, LLC | 13,471 | $1.95M | 0.32% | +322+2.4% | Added |
| Legacy Capital Group California, Inc. | 13,511 | $1.95M | 0.59% | +8,514+170.4% | Added |
| Syon Capital LLC | 13,577 | $1.96M | 0.09% | +568+4.4% | Added |
| Guggenheim Capital LLC | 13,646 | $1.97M | 0.01% | +2,363+20.9% | Added |
| EP Wealth Advisors, LLC | 13,650 | $1.97M | 0.01% | +5,176+61.1% | Added |
| TIAA Wealth Investment Management LLC | 13,723 | $1.98M | 0.01% | +417+3.1% | Added |
| Rossmore Private Capital | 13,822 | $2.00M | 0.16% | −416−2.9% | Reduced |
| Regions Financial Corp | 14,005 | $2.03M | 0.01% | −253−1.8% | Reduced |
| Meridian Wealth Management, LLC | 14,008 | $2.03M | 0.06% | −257−1.8% | Reduced |
| Boston Private Wealth LLC | 14,016 | $2.03M | 0.13% | −2,935−17.3% | Reduced |
| Vestcor Inc | 14,029 | $2.03M | 0.05% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 14,067 | $2.03M | 0.01% | +14,067 | New |
| BTG Pactual Asset Management US LLC | 14,129 | $2.04M | 0.15% | −3,587−20.2% | Reduced |
| Vectors Research Management, LLC | 14,278 | $2.06M | 0.54% | +1,204+9.2% | Added |
| Fiduciary Family Office, LLC | 14,412 | $2.08M | 0.52% | −1,694−10.5% | Reduced |
| Essex Financial Services, Inc. | 14,455 | $2.09M | 0.10% | +218+1.5% | Added |
| Chicago Partners Investment Group LLC | 13,256 | $2.12M | 0.04% | +4,101+44.8% | Added |
| Frank, Rimerman Advisors LLC | 14,776 | $2.14M | 0.12% | +2,172+17.2% | Added |
| ABN AMRO Bank N.V. | 14,920 | $2.15M | 0.03% | +3,510+30.8% | Added |
| Brighton Jones LLC | 14,998 | $2.17M | 0.04% | +1,114+8.0% | Added |
| Element Pointe Advisors, LLC | 15,010 | $2.17M | 0.35% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 15,012 | $2.17M | 1.06% | −2,445−14.0% | Reduced |
| Center for Wealth Management Advisory | 15,052 | $2.18M | 1.37% | +275+1.9% | Added |
| Change Path, LLC | 15,058 | $2.18M | 0.05% | +301+2.0% | Added |
| Wedbush Securities Inc | 15,075 | $2.18M | 0.06% | −612−3.9% | Reduced |
| RB Capital Management, LLC | 15,080 | $2.18M | 0.43% | +2,371+18.7% | Added |
| Logan Capital Management Inc | 15,093 | $2.18M | 0.08% | +15,093 | New |
| Mount Lucas Management LP | 15,100 | $2.18M | 0.78% | +527+3.6% | Added |
| South State Corp. | 15,103 | $2.18M | 0.09% | +477+3.3% | Added |
| IPG Investment Advisors LLC | 15,113 | $2.19M | 0.31% | +597+4.1% | Added |
| LMR Partners LLP | 15,132 | $2.19M | 0.02% | +15,132 | New |
| Sciencast Management LP | 15,154 | $2.19M | 0.45% | +15,154 | New |
| J.W. Cole Advisors, Inc. | 15,238 | $2.20M | 0.04% | +68+0.4% | Added |
| Adviser Investments LLC | 15,255 | $2.21M | 0.02% | +178+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,330 | $2.22M | 0.10% | −203−1.3% | Reduced |
| McRae Capital Management Inc | 15,342 | $2.22M | 0.44% | +10.0% | Added |
| Capula Management Ltd | 15,411 | $2.23M | 0.01% | +15,246+9,240.0% | Added |
| Mission Wealth Management, LP | 15,474 | $2.24M | 0.03% | +1,498+10.7% | Added |
| Prospera Financial Services Inc | 15,528 | $2.25M | 0.03% | +595+4.0% | Added |
| Davenport & Co LLC | 15,644 | $2.26M | 0.01% | +2,255+16.8% | Added |
| Paradigm Financial Partners, LLC | 15,673 | $2.27M | 0.21% | +8,483+118.0% | Added |
| Lebenthal Global Advisors, LLC | 15,743 | $2.28M | 0.31% | −479−3.0% | Reduced |