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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 2,346 | $339.3K | 0.01% | −628−21.1% | Reduced |
| PUREfi Wealth, LLC | 2,353 | $340.3K | 0.19% | +32+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,359 | $341.1K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 2,360 | $341.3K | 0.03% | −233−9.0% | Reduced |
| Rockland Trust Co | 2,362 | $341.6K | 0.01% | −142−5.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,365 | $341.9K | 0.20% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,377 | $343.7K | 0.04% | +36+1.5% | Added |
| AlphaCentric Advisors LLC | 2,382 | $344.5K | 0.29% | +134+6.0% | Added |
| Vantus Wealth LLC | 2,383 | $344.6K | 0.18% | +2,383 | New |
| Proficio Capital Partners LLC | 2,397 | $346.6K | 0.01% | +2,397 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $346.8K | 0.14% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $347.1K | 0.07% | +2,400 | New |
| Capital Asset Advisory Services LLC | 2,405 | $347.8K | 0.01% | +174+7.8% | Added |
| Meadow Creek Wealth Advisors LLC | 2,406 | $347.9K | 0.21% | −131−5.2% | Reduced |
| Bell Investment Advisors, Inc | 2,413 | $348.9K | 0.05% | −142−5.6% | Reduced |
| SlateStone Wealth, LLC | 2,422 | $350.0K | 0.03% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,422 | $350.2K | 0.24% | +2,422 | New |
| Moss Adams Wealth Advisors LLC | 2,436 | $352.3K | 0.02% | +47+2.0% | Added |
| W Advisors, LLC | 2,444 | $353.4K | 0.16% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 2,450 | $354.3K | 0.12% | +150+6.5% | Added |
| NBH Bank | 2,451 | $354.4K | 0.15% | +2,451 | New |
| Great Valley Advisor Group, Inc. | 2,452 | $354.9K | 0.01% | +13+0.5% | Added |
| Mitchell Sinkler & Starr | 2,460 | $355.7K | 0.15% | +2,460 | New |
| McAdam, LLC | 2,470 | $357.2K | 0.01% | +111+4.7% | Added |
| Root Financial Partners, LLC | 2,482 | $358.9K | 0.01% | +227+10.1% | Added |
| Summitry LLC | 2,485 | $359.4K | 0.01% | +2,485 | New |
| Chemung Canal Trust Co | 2,493 | $360.5K | 0.07% | −101−3.9% | Reduced |
| Plancorp, LLC | 2,393 | $362.0K | 0.01% | +25+1.1% | Added |
| Oberweis Asset Management Inc | 2,511 | $363.1K | 0.01% | +10.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,518 | $364.2K | 0.01% | +112+4.7% | Added |
| West Family Investments, Inc. | 2,525 | $365.1K | 0.11% | +2,525 | New |
| Smith, Moore & Co. | 2,539 | $367.2K | 0.02% | −96−3.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,549 | $368.6K | 0.04% | −236−8.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,550 | $368.8K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 2,553 | $369.2K | 0.05% | +4+0.2% | Added |
| Henson-Edgewater Management, LLC | 2,268 | $369.5K | 0.19% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,555 | $369.5K | 0.02% | +627+32.5% | Added |
| Sagewood Asset Management LP | 2,570 | $371.6K | 0.08% | +484+23.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,575 | $372.4K | 0.09% | +2,575 | New |
| Wealth Management Associates, Inc. | 2,578 | $372.8K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,586 | $374.0K | 0.14% | −325−11.2% | Reduced |
| E Fund Management Co., Ltd. | 2,587 | $374.1K | 0.01% | −54−2.0% | Reduced |
| Zhang Financial LLC | 2,594 | $375.1K | 0.01% | −4−0.2% | Reduced |
| Wealth Management Strategies, Inc. | 2,602 | $376.3K | 0.15% | +10+0.4% | Added |
| Macroview Investment Management LLC | 2,613 | $377.9K | 0.23% | −28−1.1% | Reduced |
| ODonnell Financial Services, LLC | 2,618 | $378.6K | 0.11% | +2,618 | New |
| Jackson Thornton Asset Management, LLC | 2,622 | $379.2K | 0.03% | +206+8.5% | Added |
| Alta Advisers Ltd | 2,624 | $379.5K | 0.09% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,626 | $379.7K | 0.01% | −564−17.7% | Reduced |
| WoodTrust Financial Corp | 2,628 | $380.0K | 0.05% | +26+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 2,629 | $380.2K | 0.06% | +22+0.8% | Added |
| Optivise Advisory Services LLC | 2,630 | $380.4K | 0.19% | +370+16.4% | Added |
| Ridgecrest Wealth Partners, LLC | 2,633 | $380.8K | 0.18% | +361+15.9% | Added |
| WealthPoint Financial, LLC | 2,636 | $381.1K | 0.28% | −28−1.1% | Reduced |
| DeDora Capital, Inc. | 2,639 | $381.6K | 0.08% | +13+0.5% | Added |
| Virtus ETF Advisers LLC | 2,643 | $382.2K | 0.15% | −55−2.0% | Reduced |
| Facet Wealth, Inc. | 2,643 | $382.2K | 0.01% | +949+56.0% | Added |
| ORG Wealth Partners, LLC | 2,647 | $382.8K | 0.06% | +645+32.2% | Added |
| Magnolia Capital Management Ltd | 2,657 | $384.0K | 0.26% | −7,482−73.8% | Reduced |
| Webster Bank, N. A. | 2,657 | $384.2K | 0.03% | −112−4.0% | Reduced |
| SBI Securities Co., Ltd. | 2,657 | $384.2K | 0.01% | +185+7.5% | Added |
| First Long Island Investors, LLC | 2,662 | $385.0K | 0.03% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,661 | $385.0K | 0.15% | −74−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 2,665 | $385.4K | 0.02% | +2,665 | New |
| Gsa Capital Partners LLP | 2,666 | $386.0K | 0.02% | −2,336−46.7% | Reduced |
| Monument Capital Management | 2,678 | $387.3K | 0.08% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,683 | $388.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,687 | $389.0K | 0.12% | −823−23.4% | Reduced |
| Fortune Financial Advisors, LLC | 2,700 | $390.4K | 0.17% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,733 | $395.2K | 0.02% | +163+6.3% | Added |
| Tower Trust & Investment Co | 2,739 | $396.1K | 0.24% | 00.0% | Unchanged |
| Destination Wealth Management | 2,739 | $396.2K | 0.01% | +493+22.0% | Added |
| Clear Wave Wealth Management LLC | 2,744 | $396.8K | 0.09% | +57+2.1% | Added |
| Empower Advisory Group, LLC | 2,748 | $397.4K | 0.00% | +777+39.4% | Added |
| Stockman Wealth Management, Inc. | 2,750 | $397.7K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,751 | $397.8K | 0.05% | +146+5.6% | Added |
| Revolve Wealth Partners, LLC | 2,754 | $398.3K | 0.04% | +183+7.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,757 | $398.7K | 0.01% | +136+5.2% | Added |
| Chemistry Wealth Management LLC | 2,762 | $399.4K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,764 | $399.7K | 0.03% | +2,764 | New |
| Retirement Planning Group | 2,775 | $401.3K | 0.01% | −175−5.9% | Reduced |
| Mirova | 2,798 | $404.6K | 0.01% | +155+5.9% | Added |
| Cadent Capital Advisors, LLC | 2,800 | $404.9K | 0.08% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,800 | $404.9K | 0.09% | +2,800 | New |
| TD Capital Management LLC | 2,803 | $405.4K | 0.03% | +2+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 2,811 | $406.5K | 0.06% | −201−6.7% | Reduced |
| Richardson Financial Services Inc. | 2,815 | $407.1K | 0.23% | +2,434+638.8% | Added |
| Defiance ETFs, LLC | 2,796 | $408.3K | 0.01% | +480+20.7% | Added |
| Southeast Asset Advisors Inc. | 2,824 | $408.4K | 0.04% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,830 | $409.3K | 0.05% | +423+17.6% | Added |
| Wescott Financial Advisory Group, LLC | 2,833 | $409.7K | 0.03% | +14+0.5% | Added |
| Triad Wealth Partners, LLC | 2,633 | $411.3K | 0.02% | +2,633 | New |
| Brooktree Capital Management | 2,860 | $413.6K | 0.27% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,864 | $414.1K | 0.01% | +63+2.2% | Added |
| Tiemann Investment Advisors, LLC | 2,865 | $414.3K | 0.15% | −420−12.8% | Reduced |
| Summit Wealth Group LLC | 2,866 | $414.5K | 0.03% | +2,866 | New |
| Linscomb & Williams, Inc. | 2,868 | $414.8K | 0.02% | −125−4.2% | Reduced |
| Means Investment Co., Inc. | 2,886 | $417.4K | 0.03% | −19−0.7% | Reduced |
| NCM Capital Management, LLC | 2,898 | $419.1K | 0.13% | +984+51.4% | Added |
| Insigneo Advisory Services, LLC | 2,901 | $419.5K | 0.02% | −329−10.2% | Reduced |