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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 673 | $97.3K | 0.03% | +673 | New |
| Hallmark Capital Management Inc | 680 | $98.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 691 | $99.9K | 0.02% | +17+2.5% | Added |
| TFC Financial Management | 704 | $101.8K | 0.01% | +7+1.0% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 727 | $105.1K | 0.07% | 00.0% | Unchanged |
| Rossby Financial, LCC | 730 | $105.6K | 0.02% | +198+37.2% | Added |
| West Paces Advisors Inc. | 733 | $106.0K | 0.02% | +733 | New |
| Gen-Wealth Partners Inc | 750 | $108.5K | 0.03% | +295+64.8% | Added |
| Smallwood Wealth Investment Management, LLC | 752 | $108.7K | 0.05% | −18−2.3% | Reduced |
| Bollard Group LLC | 763 | $110.0K | 0.00% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 767 | $110.9K | 0.01% | +97+14.5% | Added |
| Silvant Capital Management LLC | 774 | $111.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 768 | $112.1K | 0.01% | −7−0.9% | Reduced |
| Cornerstone Financial Management LLC | 784 | $113.4K | 0.09% | +80+11.4% | Added |
| Hanson & Doremus Investment Management | 788 | $114.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 804 | $116.3K | 0.01% | +45+5.9% | Added |
| Osterweis Capital Management Inc | 808 | $116.8K | 0.01% | −391−32.6% | Reduced |
| Vanguard National Trust Co | 813 | $117.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 825 | $119.3K | 0.01% | +7+0.9% | Added |
| Loomis Sayles & Co L P | 830 | $120.0K | 0.00% | −76−8.4% | Reduced |
| Cascades Capital Asset Management, LLC | 833 | $120.5K | 0.04% | +833 | New |
| Nemes Rush Group LLC | 837 | $121.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 866 | $125.2K | 0.06% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $130.0K | 0.00% | −1,689−65.2% | Reduced |
| Vision Retirement, LLC | 912 | $131.9K | 0.03% | +1+0.1% | Added |
| Clean Yield Group | 916 | $132.5K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 920 | $133.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 920 | $133.0K | 0.03% | +47+5.4% | Added |
| Eastern Bank | 928 | $134.2K | 0.00% | −809−46.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 929 | $134.3K | 0.02% | +142+18.0% | Added |
| Kilter Group LLC | 933 | $135.0K | 0.05% | −18−1.9% | Reduced |
| 1620 Investment Advisors, Inc. | 934 | $135.1K | 0.08% | −34−3.5% | Reduced |
| South Plains Financial, Inc. | 948 | $137.1K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6,719 | $139.0K | 0.01% | +6,172+1,128.3% | Added |
| Princeton Global Asset Management LLC | 974 | $140.8K | 0.02% | +27+2.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 983 | $142.2K | 0.00% | −24,393−96.1% | Reduced |
| Harbor Capital Advisors, Inc. | 988 | $143.0K | 0.01% | −54−5.2% | Reduced |
| CoreFirst Bank & Trust | 1,000 | $144.6K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $144.6K | 0.04% | +190+23.5% | Added |
| WPG Advisers, LLC | 1,003 | $145.0K | 0.09% | +86+9.4% | Added |
| PFS Partners, LLC | 1,022 | $147.8K | 0.06% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,030 | $148.9K | 0.05% | +341+49.5% | Added |
| Caldwell Trust Co | 1,060 | $153.3K | 0.01% | −75−6.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,064 | $153.9K | 0.04% | +52+5.1% | Added |
| SHP Wealth Management | 1,084 | $156.7K | 0.01% | +371+52.0% | Added |
| Gables Capital Management Inc. | 1,100 | $159.1K | 0.06% | 00.0% | Unchanged |
| Swiss Re Ltd | 1,116 | $161.4K | 0.01% | +922+475.3% | Added |
| Owl Creek Wealth Partners LLC | 1,148 | $166.0K | 0.05% | +25+2.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,150 | $166.3K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,242 | $179.6K | 0.00% | +240+24.0% | Added |
| Sarver Vrooman Wealth Advisors | 1,229 | $181.7K | 0.11% | −15−1.2% | Reduced |
| Evelyn Partners Group Ltd | 1,271 | $183.8K | 0.00% | +1,271 | New |
| Oakworth Capital, Inc. | 1,292 | $186.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,310 | $189.4K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,315 | $190.2K | 0.01% | −69−5.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,321 | $191.0K | 0.02% | −8,097−86.0% | Reduced |
| Ancora Advisors, LLC | 1,370 | $198.1K | 0.00% | −289−17.4% | Reduced |
| Rowland & Co Investment Counsel | 1,378 | $199.3K | 0.04% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,392 | $201.3K | 0.06% | +1,392 | New |
| Main Street Financial Solutions, LLC | 1,394 | $201.5K | 0.01% | +1,394 | New |
| BlueSky Wealth Advisors, LLC | 1,394 | $201.6K | 0.02% | +1,394 | New |
| Denali Advisors LLC | 1,400 | $202.5K | 0.02% | −500−26.3% | Reduced |
| S&CO Inc | 1,408 | $203.0K | 0.01% | +1,408 | New |
| Red Wave Investments LLC | 1,413 | $204.3K | 0.05% | +1,413 | New |
| Bouchey Financial Group Ltd | 1,415 | $204.6K | 0.01% | +1,415 | New |
| Fielder Capital Group LLC | 1,415 | $204.7K | 0.04% | +1,415 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,416 | $204.8K | 0.01% | −511−26.5% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,424 | $205.9K | 0.12% | +1,424 | New |
| Mechanics Bank Trust Department | 1,425 | $206.1K | 0.03% | +1,425 | New |
| Atwater Malick LLC | 1,432 | $207.1K | 0.05% | +1,432 | New |
| Aspiriant, LLC | 1,435 | $207.5K | 0.01% | +1,435 | New |
| Avail Investment Partners, LLC | 1,457 | $210.7K | 0.16% | +1,457 | New |
| Triumph Capital Management | 1,458 | $210.8K | 0.04% | +2+0.1% | Added |
| Fiducient Advisors LLC | 1,458 | $210.8K | 0.03% | +1,458 | New |
| Flatrock Wealth Partners LLC | 1,459 | $211.0K | 0.08% | +1,459 | New |
| Northstar Financial Companies, Inc. | 1,460 | $211.1K | 0.14% | +1,460 | New |
| Plum Street Advisors, LLC | 1,460 | $211.1K | 0.07% | +1,460 | New |
| Alchemi Wealth, LLC | 1,463 | $211.6K | 0.10% | +1,463 | New |
| Yoder Wealth Management, Inc. | 1,467 | $212.1K | 0.08% | +1,467 | New |
| Essential Partners LLC | 1,468 | $212.3K | 0.10% | −3,390−69.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,469 | $212.4K | 0.04% | +202+15.9% | Added |
| Americana Partners, LLC | 1,473 | $213.1K | 0.00% | +1,473 | New |
| Avenir Corp | 1,477 | $213.6K | 0.03% | +1,477 | New |
| Security Financial Services, INC. | 1,479 | $213.9K | 0.03% | +1,479 | New |
| Allied Investment Advisors, LLC | 1,480 | $214.0K | 0.03% | +1,480 | New |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 1,480 | $214.0K | 0.07% | +1,480 | New |
| Measured Wealth Private Client Group, LLC | 1,482 | $214.3K | 0.05% | −1−0.1% | Reduced |
| Hudson Capital Management LLC | 1,486 | $214.9K | 0.05% | +1,486 | New |
| Rockline Wealth Management, LLC | 1,487 | $215.0K | 0.04% | −244−14.1% | Reduced |
| Crusonia Wealth Advisors LLC | 1,489 | $215.4K | 0.04% | +1,489 | New |
| Investment Research Partners LLC | 1,490 | $215.5K | 0.07% | +1,490 | New |
| SOA Wealth Advisors, LLC. | 7,037 | $216.6K | 0.04% | −748−9.6% | Reduced |
| Papp L Roy & Associates | 1,500 | $216.9K | 0.02% | −500−25.0% | Reduced |
| Pacific Sun Financial Corp | 1,500 | $216.9K | 0.09% | +1,500 | New |
| Mitchell Capital Management Co | 1,500 | $216.9K | 0.03% | +1,500 | New |
| First National Bank of Hutchinson | 1,500 | $216.9K | 0.12% | +1,500 | New |
| Clearwave Capital, LLC | 1,503 | $217.3K | 0.12% | +1,503 | New |
| LeConte Wealth Management, LLC | 1,504 | $217.5K | 0.12% | +1,504 | New |
| Keudell/Morrison Wealth Management | 1,505 | $217.6K | 0.04% | +1,505 | New |
| BIP Wealth, LLC | 1,506 | $217.8K | 0.01% | +1,506 | New |