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 |
|---|---|---|---|---|---|
| Ruggiero Investments, Inc. | 1,509 | $218.2K | 0.19% | +1,509 | New |
| SeaBridge Investment Advisors LLC | 1,510 | $218.4K | 0.03% | +1,510 | New |
| Community Bank & Trust, Waco, Texas | 1,516 | $219.0K | 0.04% | +1,516 | New |
| Prosperity Bancshares Inc | 1,515 | $219.1K | 0.14% | +105+7.4% | Added |
| MBL Wealth, LLC | 1,515 | $219.1K | 0.01% | +1,515 | New |
| Oregon Pacific Wealth Management, LLC | 1,517 | $219.4K | 0.21% | +1,517 | New |
| Choate Investment Advisors | 1,519 | $219.7K | 0.00% | +1,519 | New |
| Merrithew & Thorsten Inc | 1,524 | $220.0K | 0.19% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,534 | $221.8K | 0.12% | +1,534 | New |
| Norway Savings Bank | 1,542 | $223.0K | 0.09% | +1,542 | New |
| Legacy Edge Advisors, LLC | 1,542 | $223.0K | 0.02% | +1,542 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,559 | $223.3K | 0.01% | +1,559 | New |
| Markowski Investments | 1,545 | $223.4K | 0.05% | +1,545 | New |
| Schnieders Capital Management, LLC. | 1,546 | $223.6K | 0.03% | +1,546 | New |
| Victory Financial Group, LLC | 1,556 | $225.0K | 0.02% | +1,556 | New |
| Values Added Financial LLC | 1,558 | $225.3K | 0.08% | +1,558 | New |
| Tompkins Financial Corp | 1,559 | $225.4K | 0.02% | +95+6.5% | Added |
| Romano Brothers and Company | 1,561 | $225.7K | 0.02% | +1,561 | New |
| Hexagon Capital Partners LLC | 1,565 | $226.3K | 0.03% | +1,565 | New |
| Graves-Light Private Wealth Management, Inc. | 1,566 | $226.5K | 0.02% | +1,566 | New |
| JM2 Capital Inc. | 1,568 | $226.7K | 0.16% | +1,568 | New |
| Moody Lynn & Lieberson, LLC | 1,572 | $227.3K | 0.01% | +1,572 | New |
| D.B. Root & Company, LLC | 1,578 | $228.2K | 0.05% | −1,852−54.0% | Reduced |
| Torray LLC | 1,584 | $229.1K | 0.03% | +1,584 | New |
| Evergreen Wealth Solutions, LLC | 1,414 | $229.4K | 0.01% | +1,414 | New |
| Genesis Private Wealth, LLC | 1,593 | $230.4K | 0.06% | +1,593 | New |
| North Dallas Bank & Trust Co | 1,595 | $230.7K | 0.14% | +1,595 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,600 | $231.4K | 0.09% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,600 | $231.4K | 0.01% | +1,600 | New |
| Westbourne Investments, Inc. | 1,600 | $231.4K | 0.09% | +1,600 | New |
| Long Road Investment Counsel, LLC | 1,600 | $231.4K | 0.09% | +1,600 | New |
| Intellectus Partners, LLC | 1,602 | $231.7K | 0.04% | +1,602 | New |
| First Bank & Trust | 1,611 | $233.0K | 0.03% | +1,611 | New |
| Prairie Wealth Advisors, Inc. | 0 | $233.5K | 0.06% | 0 | New |
| Novem Group | 1,615 | $233.6K | 0.02% | −850−34.5% | Reduced |
| American Financial & Tax Strategies Inc | 1,618 | $234.0K | 0.11% | +1,618 | New |
| Laffer Tengler Investments | 1,620 | $234.3K | 0.03% | +1,620 | New |
| KLCM Advisors, Inc. | 1,622 | $234.6K | 0.02% | +1,622 | New |
| Fell Capital Management | 1,625 | $235.0K | 0.20% | −175−9.7% | Reduced |
| Investment Advisory Group, LLC | 1,629 | $235.6K | 0.05% | +1,629 | New |
| Farringdon Capital, Ltd. | 1,643 | $237.6K | 0.12% | +1,643 | New |
| Signature Resources Capital Management, LLC | 1,651 | $238.8K | 0.09% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,659 | $239.9K | 0.16% | +1,659 | New |
| Wick Capital Partners, LLC | 1,662 | $240.4K | 0.04% | +1,662 | New |
| Satovsky Asset Management LLC | 1,670 | $241.5K | 0.04% | +1,670 | New |
| Canal Capital Management, LLC | 1,671 | $241.6K | 0.03% | +1,671 | New |
| Knightsbridge Asset Management, LLC | 1,677 | $242.4K | 0.03% | +1,677 | New |
| Unify Financial Advisors | 1,680 | $242.9K | 0.22% | +1,680 | New |
| Financial Advisory Service, Inc. | 1,683 | $243.3K | 0.01% | +1,683 | New |
| Signature Equity Partners, LLC | 1,685 | $243.7K | 0.11% | +209+14.2% | Added |
| Old Mission Investment Co LLC | 1,698 | $245.5K | 0.05% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,700 | $245.8K | 0.08% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $245.8K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,700 | $245.8K | 0.10% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 1,700 | $245.8K | 0.10% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,703 | $246.3K | 0.09% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,719 | $248.6K | 0.17% | −305−15.1% | Reduced |
| Hall Laurie J Trustee | 1,720 | $248.7K | 0.08% | −75−4.2% | Reduced |
| Focused Wealth Management, Inc | 1,723 | $249.2K | 0.02% | +1,723 | New |
| B&L Asset Management LLC | 1,725 | $249.5K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 1,738 | $251.3K | 0.02% | −51−2.9% | Reduced |
| Spinnaker Investment Group, LLC | 1,741 | $251.8K | 0.04% | +1,741 | New |
| Paragon Private Wealth Management, LLC | 1,746 | $252.4K | 0.07% | +15+0.9% | Added |
| Traveka Wealth, LLC | 1,752 | $253.4K | 0.08% | +16+0.9% | Added |
| Symmetry Partners, LLC | 1,767 | $255.5K | 0.01% | +69+4.1% | Added |
| Basecamp Wealth Advisors LLC | 1,767 | $255.5K | 0.05% | −48−2.6% | Reduced |
| Jacobi Capital Management LLC | 1,770 | $255.9K | 0.01% | +6+0.3% | Added |
| Gryphon Financial Partners LLC | 1,778 | $257.1K | 0.02% | +1,778 | New |
| Resolute Wealth Strategies, LLC | 1,787 | $258.4K | 0.10% | +41+2.3% | Added |
| Grandfield & Dodd, LLC | 1,788 | $258.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,797 | $259.9K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,805 | $260.9K | 0.04% | +1,805 | New |
| Cetera Trust Company, N.A | 1,805 | $261.0K | 0.13% | −50−2.7% | Reduced |
| BKM Wealth Management, LLC | 1,809 | $261.6K | 0.09% | −161−8.2% | Reduced |
| Investment Advisory Services Inc | 1,810 | $261.7K | 0.08% | +67+3.8% | Added |
| Landaas & Co | 1,811 | $261.9K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,820 | $263.2K | 0.01% | −148−7.5% | Reduced |
| City Holding Co | 1,823 | $263.6K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,825 | $264.0K | 0.02% | −1,906−51.1% | Reduced |
| Occidental Asset Management, LLC | 1,826 | $264.1K | 0.03% | +61+3.5% | Added |
| American Trust | 1,831 | $264.8K | 0.02% | −540−22.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,837 | $265.7K | 0.00% | −558−23.3% | Reduced |
| Detalus Advisors, LLC | 1,847 | $267.1K | 0.05% | −58−3.0% | Reduced |
| Thomasville National Bank | 1,857 | $268.5K | 0.01% | +1,857 | New |
| Equitable Trust Co | 1,866 | $269.8K | 0.01% | −19−1.0% | Reduced |
| Marshall Financial Group LLC | 1,867 | $270.0K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,871 | $270.6K | 0.15% | −43−2.2% | Reduced |
| Cambient Family Office, LLC | 1,885 | $272.6K | 0.03% | −325−14.7% | Reduced |
| GTS Securities LLC | 1,886 | $272.7K | 0.01% | −5,261−73.6% | Reduced |
| Woodside Wealth Management LLC | 1,886 | $272.7K | 0.19% | −1−0.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 1,886 | $272.7K | 0.08% | 00.0% | Unchanged |
| Creekside Partners | 1,886 | $272.7K | 0.10% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,890 | $273.3K | 0.01% | +1,890 | New |
| Concentrum Wealth Management | 1,890 | $273.3K | 0.07% | +1,890 | New |
| Investors Research Corp | 1,894 | $273.9K | 0.05% | −32−1.7% | Reduced |
| Strategic Financial Services, Inc, | 1,897 | $274.3K | 0.01% | +55+3.0% | Added |
| Washington Trust Advisors, Inc. | 1,897 | $274.3K | 0.02% | −575−23.3% | Reduced |
| Hutchinson Capital Management | 1,902 | $275.0K | 0.05% | +13+0.7% | Added |
| 55 North Private Wealth, LLC | 1,913 | $276.7K | 0.05% | +1,913 | New |
| Glen Eagle Advisors, LLC | 1,914 | $276.8K | 0.03% | +12+0.6% | Added |