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 |
|---|---|---|---|---|---|
| Wilkins Miller Wealth Management, LLC | 1,914 | $276.8K | 0.15% | −18−0.9% | Reduced |
| Leigh Baldwin & Co., LLC | 1,916 | $277.0K | 0.15% | −36−1.8% | Reduced |
| NorthRock Partners, LLC | 1,920 | $277.7K | 0.00% | +1,920 | New |
| Deseret Mutual Benefit Administrators | 1,924 | $278.2K | 0.09% | −336−14.9% | Reduced |
| E&G Advisors, LP | 1,927 | $278.6K | 0.05% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,936 | $280.0K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,937 | $280.0K | 0.11% | −4−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 1,938 | $280.3K | 0.03% | +165+9.3% | Added |
| Tyche Wealth Partners LLC | 1,946 | $281.4K | 0.04% | +121+6.6% | Added |
| Greenspring Advisors, LLC | 1,949 | $281.8K | 0.02% | +36+1.9% | Added |
| Planning Alternatives Ltd | 1,953 | $282.4K | 0.03% | +1,953 | New |
| KFA Private Wealth Group, LLC | 1,953 | $282.5K | 0.07% | +6+0.3% | Added |
| Aviso Financial Inc. | 1,955 | $282.7K | 0.01% | +1,955 | New |
| Newman Dignan & Sheerar, Inc. | 1,959 | $283.3K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,961 | $283.6K | 0.05% | −169−7.9% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,967 | $284.5K | 0.10% | +1,967 | New |
| First Commonwealth Financial Corp | 1,971 | $285.0K | 0.04% | −91−4.4% | Reduced |
| Emissary Wealth LLC | 1,978 | $286.0K | 0.22% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,000 | $289.2K | 0.04% | 00.0% | Unchanged |
| Kidder Stephen W | 2,000 | $289.2K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $289.2K | 0.05% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 2,000 | $289.2K | 0.11% | 00.0% | Unchanged |
| Platform Technology Partners | 2,003 | $289.6K | 0.05% | −67−3.2% | Reduced |
| Santori & Peters | 2,004 | $289.8K | 0.08% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,004 | $289.8K | 0.10% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,004 | $289.9K | 0.03% | −30−1.5% | Reduced |
| Vigilare Wealth Management | 2,013 | $291.1K | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $292.0K | 0.05% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,000 | $292.0K | 0.25% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,000 | $292.0K | 0.03% | 00.0% | Unchanged |
| Indivisible Partners | 2,020 | $292.1K | 0.02% | +2,020 | New |
| Arvest Bank Trust Division | 2,020 | $292.1K | 0.01% | −19−0.9% | Reduced |
| Braun-Bostich & Associates Inc. | 2,023 | $292.5K | 0.16% | −132−6.1% | Reduced |
| JT Stratford LLC | 2,023 | $292.5K | 0.03% | −3−0.1% | Reduced |
| Colonial Trust Co | 2,026 | $293.0K | 0.04% | −50−2.4% | Reduced |
| Lincoln Capital Corp | 2,037 | $294.6K | 0.10% | +8+0.4% | Added |
| Caerus Investment Advisors, LLC | 2,040 | $295.0K | 0.10% | +187+10.1% | Added |
| Dorato Capital Management | 1,950 | $296.2K | 0.20% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,053 | $296.9K | 0.03% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,058 | $297.6K | 0.06% | +2,058 | New |
| Capital Investment Advisory Services, LLC | 2,059 | $297.8K | 0.02% | +19+0.9% | Added |
| Axiom Investment Management LLC | 2,064 | $298.5K | 0.20% | +1,164+129.3% | Added |
| Gateway Wealth Partners, LLC | 2,070 | $299.4K | 0.02% | −510−19.8% | Reduced |
| Cooper Capital Advisors LLC | 2,077 | $300.3K | 0.13% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 2,077 | $300.4K | 0.03% | −2,031−49.4% | Reduced |
| Van Diest Capital, LLC | 2,090 | $302.3K | 0.27% | −2,942−58.5% | Reduced |
| Foster Group, Inc. | 2,091 | $302.4K | 0.01% | +122+6.2% | Added |
| City State Bank | 2,099 | $303.5K | 0.07% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,100 | $303.7K | 0.05% | +2,100 | New |
| Axxion S.A. | 2,100 | $303.7K | 0.02% | +2,100 | New |
| Five Oceans Advisors | 2,103 | $304.1K | 0.10% | −10.0% | Reduced |
| FSM Wealth Advisors, LLC | 2,106 | $304.6K | 0.03% | −102−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,109 | $305.0K | 0.01% | −84−3.8% | Reduced |
| Plimoth Trust Co LLC | 2,110 | $305.1K | 0.06% | −15−0.7% | Reduced |
| Clear Harbor Asset Management, LLC | 2,116 | $306.0K | 0.02% | −24−1.1% | Reduced |
| Income Insurance Ltd | 2,117 | $306.1K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,121 | $306.7K | 0.01% | +200+10.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,122 | $306.9K | 0.04% | +1,272+149.6% | Added |
| Pennington Partners & Co., LLC | 2,122 | $306.9K | 0.10% | +8+0.4% | Added |
| Beaton Management Co. Inc. | 2,125 | $307.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,130 | $308.0K | 0.03% | −26−1.2% | Reduced |
| Founders Financial Alliance, LLC | 2,132 | $308.4K | 0.04% | +99+4.9% | Added |
| Whalen Wealth Management Inc. | 2,140 | $309.5K | 0.14% | +2,140 | New |
| Venture Visionary Partners LLC | 2,141 | $309.7K | 0.01% | +122+6.0% | Added |
| Rede Wealth, LLC | 2,143 | $309.9K | 0.10% | +10.0% | Added |
| Hummer Financial Advisory Services Inc | 2,150 | $310.9K | 0.20% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,157 | $311.9K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,172 | $314.1K | 0.02% | +116+5.6% | Added |
| Quarry LP | 2,174 | $314.4K | 0.05% | +2,174 | New |
| Networth Advisors, LLC | 2,176 | $314.7K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,182 | $315.6K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,184 | $315.8K | 0.04% | +78+3.7% | Added |
| HORAN Wealth, LLC | 2,185 | $316.0K | 0.04% | 00.0% | Unchanged |
| Quantessence Capital LLC | 2,198 | $317.9K | 0.94% | +2,198 | New |
| Douglas Lane & Associates, LLC | 2,199 | $318.0K | 0.00% | −27−1.2% | Reduced |
| Fire Capital Management LLC | 2,200 | $318.1K | 0.13% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,201 | $318.2K | 0.04% | −112−4.8% | Reduced |
| Insight Inv LLC | 2,205 | $318.9K | 0.15% | −56−2.5% | Reduced |
| Professional Advisory Services Inc | 2,203 | $319.0K | 0.04% | +2,203 | New |
| Up Strategic Wealth Investment Advisors LLC | 2,022 | $321.0K | 0.19% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,232 | $322.8K | 0.03% | +104+4.9% | Added |
| Johnson Financial Group, LLC | 2,233 | $322.9K | 0.02% | +2,233 | New |
| LOM Asset Management Ltd | 2,260 | $326.8K | 0.08% | −50−2.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,265 | $328.0K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,271 | $328.4K | 0.15% | +41+1.8% | Added |
| Cypress Wealth Services, LLC | 2,273 | $328.7K | 0.04% | −165−6.8% | Reduced |
| TCI Wealth Advisors, Inc. | 2,275 | $329.0K | 0.01% | −79−3.4% | Reduced |
| Arsenal Capital Advisors LLC | 2,276 | $329.1K | 0.19% | −192−7.8% | Reduced |
| Stordahl Capital Management, Inc. | 2,276 | $329.1K | 0.06% | +31+1.4% | Added |
| Wellspring Financial Advisors, LLC | 2,283 | $330.1K | 0.02% | −628−21.6% | Reduced |
| Grove Bank & Trust | 2,287 | $330.7K | 0.03% | +4+0.2% | Added |
| Independent Financial Group, LLC | 2,302 | $332.9K | 0.01% | +282+14.0% | Added |
| Keebeck Wealth Management, LLC | 2,303 | $333.0K | 0.03% | +2,303 | New |
| Adelphi Trust Co | 2,305 | $333.3K | 0.22% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,307 | $333.6K | 0.05% | −697−23.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,311 | $334.2K | 0.07% | +2,311 | New |
| Rialto Wealth Management, LLC | 2,324 | $336.1K | 0.07% | −13−0.6% | Reduced |
| First Growth Capital LLC | 2,330 | $336.9K | 0.26% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 2,335 | $337.7K | 0.04% | +75+3.3% | Added |
| Foster & Motley Inc | 2,342 | $339.0K | 0.02% | +2,342 | New |