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 2 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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 125 | $18.1K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 121 | $18.5K | 0.00% | +82+210.3% | Added |
| Security National Bank of So Dak | 128 | $18.5K | 0.01% | +128 | New |
| Country Trust Bank | 133 | $19.2K | 0.00% | −1−0.7% | Reduced |
| Torren Management, LLC | 136 | $19.6K | 0.01% | +2+1.5% | Added |
| Activest Wealth Management | 148 | $21.4K | 0.00% | −58−28.2% | Reduced |
| Bayban | 148 | $21.4K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 150 | $21.7K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 151 | $21.8K | 0.01% | +127+529.2% | Added |
| Clear Street Markets LLC | 159 | $23.0K | 0.00% | +46+40.7% | Added |
| Bare Financial Services, Inc | 162 | $23.4K | 0.01% | +59+57.3% | Added |
| Fairscale Capital, LLC | 170 | $24.6K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 175 | $25.3K | 0.00% | −25−12.5% | Reduced |
| UMA Financial Services, Inc. | 182 | $26.3K | 0.00% | +95+109.2% | Added |
| Luken Investment Analytics, LLC | 184 | $26.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 185 | $26.8K | 0.00% | +29+18.6% | Added |
| Pinnacle Bancorp, Inc. | 187 | $27.0K | 0.01% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 16,358 | $28.6K | 0.02% | +16,358 | New |
| EFG International AG | 199 | $28.8K | 0.00% | +67+50.8% | Added |
| Burnham & Co LLC | 200 | $28.9K | 0.02% | +200 | New |
| Walsh & Associates, LLC | 202 | $29.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 208 | $30.0K | 0.00% | −174−45.5% | Reduced |
| Raffa Wealth Management, LLC | 208 | $30.1K | 0.00% | −47−18.4% | Reduced |
| Lloyd Advisory Services, LLC. | 209 | $30.2K | 0.01% | +209 | New |
| Truvestments Capital LLC | 213 | $30.8K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 214 | $30.9K | 0.01% | +214 | New |
| Hilltop National Bank | 216 | $31.2K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 216 | $31.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 217 | $31.4K | 0.01% | +52+31.5% | Added |
| N.E.W. Advisory Services LLC | 220 | $31.8K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 221 | $32.0K | 0.01% | −17,707−98.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 226 | $32.7K | 0.01% | +69+43.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 236 | $34.1K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 244 | $35.3K | 0.02% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 251 | $35.7K | 0.00% | +251 | New |
| Silicon Valley Capital Partners | 251 | $36.3K | 0.00% | +1+0.4% | Added |
| Manning & Napier Advisors LLC | 257 | $37.0K | 0.00% | −42−14.0% | Reduced |
| Marquette Asset Management, LLC | 261 | $37.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 268 | $38.0K | 0.01% | +37+16.0% | Added |
| MidFirst Bank | 265 | $38.3K | 0.00% | +22+9.1% | Added |
| Heritage Wealth Advisors | 267 | $38.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 268 | $38.8K | 0.01% | +150+127.1% | Added |
| Westside Investment Management, Inc. | 272 | $39.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 278 | $40.2K | 0.02% | +43+18.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 279 | $40.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 279 | $40.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 280 | $40.5K | 0.01% | −136−32.7% | Reduced |
| Covestor Ltd | 289 | $41.0K | 0.02% | +1+0.3% | Added |
| Bogart Wealth, LLC | 284 | $41.1K | 0.00% | +155+120.2% | Added |
| Wolff Wiese Magana LLC | 287 | $41.5K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 290 | $41.9K | 0.01% | +78+36.8% | Added |
| Hazlett, Burt & Watson, Inc. | 298 | $43.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $43.4K | 0.01% | +300 | New |
| Parvin Asset Management, LLC | 322 | $46.6K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 332 | $48.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 333 | $48.2K | 0.02% | +20+6.4% | Added |
| New England Capital Financial Advisors LLC | 340 | $49.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 347 | $50.2K | 0.00% | +75+27.6% | Added |
| Union Bancaire Privee, UBP SA | 411 | $51.7K | 0.00% | +411 | New |
| United Community Bank | 361 | $52.2K | 0.02% | +19+5.6% | Added |
| Paladin Partners, LLC | 364 | $52.6K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 380 | $55.0K | 0.02% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 377 | $55.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $55.2K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 384 | $55.6K | 0.02% | +220+134.1% | Added |
| Wall Street Access Asset Management, LLC | 390 | $56.4K | 0.01% | +237+154.9% | Added |
| LRI Investments, LLC | 392 | $56.7K | 0.00% | +5+1.3% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $57.8K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $57.8K | 0.01% | 00.0% | Unchanged |
| Trust Co | 403 | $58.3K | 0.01% | −471−53.9% | Reduced |
| Godfrey Financial Associates, Inc. | 408 | $59.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 408 | $59.0K | 0.00% | +143+54.0% | Added |
| Adirondack Trust Co | 409 | $59.1K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 411 | $59.4K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 414 | $59.9K | 0.02% | +16+4.0% | Added |
| Kemnay Advisory Services Inc. | 415 | $60.0K | 0.01% | +170+69.4% | Added |
| Millstone Evans Group, LLC | 427 | $61.7K | 0.03% | +7+1.7% | Added |
| Crewe Advisors LLC | 431 | $62.3K | 0.00% | +160+59.0% | Added |
| Community Bank, N.A. | 438 | $63.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $64.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 447 | $64.7K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 452 | $65.4K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 452 | $65.4K | 0.01% | +243+116.3% | Added |
| Quaker Wealth Management, LLC | 464 | $67.0K | 0.02% | +2+0.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 483 | $69.8K | 0.21% | −1,124−69.9% | Reduced |
| Albion Financial Group | 500 | $72.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $72.3K | 0.03% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 501 | $72.5K | 0.01% | +9+1.8% | Added |
| Phillip James Consulting Co. | 525 | $75.9K | 0.06% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 526 | $76.1K | 0.03% | +117+28.6% | Added |
| Consultiva Wealth Management, Corp. | 549 | $79.4K | 0.18% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 552 | $79.8K | 0.04% | +552 | New |
| Buck Wealth Strategies, LLC | 557 | $80.5K | 0.01% | +557 | New |
| Quest 10 Wealth Builders, Inc. | 557 | $80.6K | 0.06% | −20−3.5% | Reduced |
| Private Wealth Asset Management, LLC | 592 | $85.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 600 | $86.8K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 568 | $91.1K | 0.01% | −18−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 637 | $92.1K | 0.01% | +251+65.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 658 | $95.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 661 | $95.6K | 0.01% | 00.0% | Unchanged |