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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 15,745 | $2.28M | 0.06% | +1,708+12.2% | Added |
| Principle Wealth Partners LLC | 15,930 | $2.30M | 0.11% | −902−5.4% | Reduced |
| NewEdge Wealth, LLC | 16,020 | $2.32M | 0.02% | −1,004−5.9% | Reduced |
| Confluence Wealth Services, Inc. | 16,127 | $2.33M | 0.07% | +1,061+7.0% | Added |
| Cherokee Insurance Co | 16,230 | $2.35M | 0.91% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,232 | $2.35M | 0.01% | −1,653−9.2% | Reduced |
| Tocqueville Asset Management L.P. | 16,268 | $2.35M | 0.03% | −361−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,294 | $2.36M | 0.03% | +23+0.1% | Added |
| Endeavor Private Wealth, Inc. | 16,370 | $2.37M | 0.58% | −371−2.2% | Reduced |
| Discovery Capital Management, LLC | 16,432 | $2.38M | 0.10% | +16,432 | New |
| Highland Capital Management, LLC | 16,618 | $2.40M | 0.11% | +16,618 | New |
| Siemens Fonds Invest GmbH | 16,631 | $2.41M | 0.12% | +105+0.6% | Added |
| Parallel Advisors, LLC | 16,661 | $2.41M | 0.04% | +78+0.5% | Added |
| FSB Premier Wealth Management, Inc. | 16,711 | $2.42M | 0.68% | −3,525−17.4% | Reduced |
| IHT Wealth Management, LLC | 16,745 | $2.42M | 0.05% | −438−2.5% | Reduced |
| Baldwin Brothers Inc | 16,922 | $2.45M | 0.16% | −177−1.0% | Reduced |
| Welch Group, LLC | 16,936 | $2.45M | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 17,014 | $2.46M | 0.70% | +30+0.2% | Added |
| Frec Markets, Inc. | 17,075 | $2.47M | 0.22% | +7,725+82.6% | Added |
| Wilkins Investment Counsel Inc | 17,145 | $2.48M | 0.33% | −200−1.2% | Reduced |
| Live Oak Investment Partners | 17,157 | $2.48M | 1.34% | +434+2.6% | Added |
| Stratos Wealth Partners, LTD. | 17,297 | $2.50M | 0.03% | −5,424−23.9% | Reduced |
| Beacon Financial Group | 17,351 | $2.51M | 0.23% | +27+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 17,374 | $2.51M | 0.11% | −118−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 17,441 | $2.52M | 0.02% | −4,367−20.0% | Reduced |
| Parsons Capital Management Inc | 17,460 | $2.52M | 0.11% | +2,009+13.0% | Added |
| Aaron Wealth Advisors | 17,547 | $2.54M | 0.13% | +444+2.6% | Added |
| Anchor Investment Management, LLC | 17,670 | $2.56M | 0.19% | −599−3.3% | Reduced |
| Agate Pass Investment Management, LLC | 17,690 | $2.56M | 0.94% | −3,550−16.7% | Reduced |
| Bryn Mawr Trust Co | 17,715 | $2.56M | 0.06% | −1,321−6.9% | Reduced |
| Inlet Private Wealth, LLC | 17,723 | $2.56M | 0.62% | −2,500−12.4% | Reduced |
| GeoWealth Management, LLC | 17,838 | $2.58M | 0.08% | +5,316+42.5% | Added |
| Kingsview Wealth Management, LLC | 17,895 | $2.59M | 0.03% | +1,198+7.2% | Added |
| Signaturefd, LLC | 18,005 | $2.60M | 0.03% | +1,366+8.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,040 | $2.61M | 0.16% | −530−2.9% | Reduced |
| Ingalls & Snyder LLC | 18,063 | $2.61M | 0.07% | −98−0.5% | Reduced |
| Independent Advisor Alliance | 18,378 | $2.66M | 0.06% | +282+1.6% | Added |
| Diversify Wealth Management, LLC | 16,877 | $2.66M | 0.04% | +8,959+113.1% | Added |
| Diversify Advisory Services, LLC | 16,877 | $2.66M | 0.04% | +16,877 | New |
| Ci Investments Inc. | 18,512 | $2.68M | 0.01% | +14,961+421.3% | Added |
| Global Retirement Partners, LLC | 18,594 | $2.69M | 0.04% | +18,594 | New |
| Edgemoor Investment Advisors, Inc. | 18,610 | $2.69M | 0.18% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 18,700 | $2.70M | 0.58% | +1,200+6.9% | Added |
| Legacy Bridge, LLC | 18,908 | $2.73M | 0.84% | +57+0.3% | Added |
| Banco Santander, S.A. | 19,095 | $2.76M | 0.02% | +2,802+17.2% | Added |
| Vivid Wealth Management, LLC | 19,301 | $2.79M | 0.98% | −5,914−23.5% | Reduced |
| Coldstream Capital Management Inc | 19,417 | $2.81M | 0.04% | −1,533−7.3% | Reduced |
| XTX Topco Ltd | 19,449 | $2.81M | 0.04% | +863+4.6% | Added |
| Kanawha Capital Management LLC | 19,531 | $2.82M | 0.18% | −923−4.5% | Reduced |
| Cascade Financial Partners, LLC | 19,546 | $2.83M | 0.25% | −165−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,685 | $2.85M | 0.01% | −8,882−31.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 19,700 | $2.85M | 0.41% | −570−2.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 19,752 | $2.86M | 0.16% | +8,250+71.7% | Added |
| Securian Asset Management, Inc | 18,236 | $2.87M | 0.10% | −434−2.3% | Reduced |
| Agf Management Ltd | 19,848 | $2.87M | 0.01% | −8,190−29.2% | Reduced |
| Havemeyer Place LP | 19,860 | $2.87M | 0.28% | +10,203+105.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,864 | $2.87M | 0.07% | +2,437+14.0% | Added |
| Wealthspire Advisors, LLC | 19,894 | $2.88M | 0.02% | +3,707+22.9% | Added |
| Guyasuta Investment Advisors Inc | 19,935 | $2.88M | 0.15% | −1,223−5.8% | Reduced |
| Accurate Wealth Management, LLC | 18,993 | $2.89M | 0.28% | −1,018−5.1% | Reduced |
| Thoroughbred Financial Services, LLC | 20,010 | $2.89M | 0.14% | −80−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,136 | $2.91M | 0.30% | −24,626−55.0% | Reduced |
| Maltese Capital Management LLC | 20,300 | $2.94M | 0.54% | +3,800+23.0% | Added |
| North Dakota State Investment Board | 20,476 | $2.96M | 0.12% | +264+1.3% | Added |
| Wynn Capital, LLC | 20,661 | $2.99M | 1.33% | −30.0% | Reduced |
| Caisse des Depots Et Consignations | 20,735 | $3.00M | 0.05% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,755 | $3.00M | 1.00% | −1,223−5.6% | Reduced |
| Permanent Capital Management, LP | 20,794 | $3.01M | 0.40% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,205 | $3.07M | 0.08% | +310+1.5% | Added |
| Benjamin Edwards Inc | 21,367 | $3.09M | 0.03% | −1,663−7.2% | Reduced |
| Signature Wealth Management Partners, LLC | 21,369 | $3.09M | 1.44% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 21,373 | $3.09M | 0.23% | −2,264−9.6% | Reduced |
| Alpha Omega Wealth Management LLC | 21,490 | $3.11M | 0.47% | −11,272−34.4% | Reduced |
| Donoghue Forlines LLC | 21,580 | $3.12M | 0.81% | +21,580 | New |
| Canada Post Corp Registered Pension Plan | 21,607 | $3.12M | 0.11% | +4,000+22.7% | Added |
| Hudson Portfolio Management LLC | 21,708 | $3.14M | 2.37% | −250−1.1% | Reduced |
| Rodgers Brothers Inc. | 21,757 | $3.15M | 0.31% | −487−2.2% | Reduced |
| Sumitomo Life Insurance Co | 21,758 | $3.15M | 0.05% | −6,320−22.5% | Reduced |
| Ballentine Partners, LLC | 21,811 | $3.15M | 0.04% | −986−4.3% | Reduced |
| Ascent Group, LLC | 21,818 | $3.16M | 0.09% | +4,742+27.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,006 | $3.18M | 0.04% | −16−0.1% | Reduced |
| Valley National Advisers Inc | 22,008 | $3.18M | 0.35% | −184−0.8% | Reduced |
| Bessemer Group Inc | 22,100 | $3.20M | 0.00% | −2,976−11.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,271 | $3.22M | 0.09% | −238−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 22,286 | $3.22M | 0.10% | −56−0.3% | Reduced |
| Louisbourg Investments Inc. | 29,885 | $3.25M | 0.60% | −8,612−22.4% | Reduced |
| Davis Capital Management | 22,632 | $3.27M | 1.94% | −854−3.6% | Reduced |
| MainStreet Investment Advisors LLC | 22,646 | $3.27M | 0.45% | +534+2.4% | Added |
| Commerzbank Aktiengesellschaft | 22,682 | $3.28M | 0.07% | −1,258−5.3% | Reduced |
| MUFG Securities Americas Inc. | 22,697 | $3.28M | 0.17% | +1,991+9.6% | Added |
| Garrett Investment Advisors LLC | 22,755 | $3.29M | 0.24% | +1,522+7.2% | Added |
| SNS Financial Group, LLC | 22,771 | $3.29M | 0.06% | +7,337+47.5% | Added |
| Axq Capital, LP | 22,792 | $3.30M | 0.36% | +4,027+21.5% | Added |
| First National Advisers, LLC | 22,834 | $3.30M | 0.46% | −5,060−18.1% | Reduced |
| Arjuna Capital | 22,924 | $3.32M | 0.75% | −309−1.3% | Reduced |
| Galaxy Digital Capital Management GP LLC | 22,987 | $3.32M | 1.99% | +22,987 | New |
| Rothschild Investment LLC | 23,287 | $3.37M | 0.13% | +5,356+29.9% | Added |
| Axxcess Wealth Management, LLC | 23,446 | $3.39M | 0.05% | −390−1.6% | Reduced |
| CoreCap Advisors, LLC | 23,806 | $3.44M | 0.10% | +1,909+8.7% | Added |
| Intrinsic Value Partners, LLC | 24,074 | $3.48M | 2.38% | −1,240−4.9% | Reduced |