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 |
|---|---|---|---|---|---|
| Columbus Macro, LLC | 2,910 | $420.8K | 0.04% | −381−11.6% | Reduced |
| J. Team Financial, Inc. | 2,910 | $420.8K | 0.41% | +13+0.4% | Added |
| Hengehold Capital Management LLC | 2,933 | $424.1K | 0.03% | +10+0.3% | Added |
| Level Four Advisory Services, LLC | 2,937 | $424.7K | 0.01% | −266−8.3% | Reduced |
| Riversedge Advisors, LLC | 2,943 | $425.6K | 0.06% | +297+11.2% | Added |
| Peck Wealth Management, LLC | 2,954 | $427.2K | 0.36% | 00.0% | Unchanged |
| Groupe la Francaise | 2,956 | $427.5K | 0.01% | −279−8.6% | Reduced |
| Ledyard National Bank | 2,965 | $428.8K | 0.03% | +8+0.3% | Added |
| PCB Capital LLC | 2,981 | $431.0K | 0.52% | +73+2.5% | Added |
| Spinnaker Trust | 2,981 | $431.1K | 0.02% | +24+0.8% | Added |
| North Star Investment Management Corp. | 2,982 | $431.2K | 0.02% | +7+0.2% | Added |
| Anchyra Partners LLC | 2,987 | $431.9K | 0.10% | +127+4.4% | Added |
| HBK Sorce Advisory LLC | 2,725 | $432.5K | 0.01% | −166−5.7% | Reduced |
| Montag A & Associates Inc | 2,992 | $432.7K | 0.02% | −240−7.4% | Reduced |
| Pavaki Capital Management LLC | 3,000 | $433.8K | 0.25% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,001 | $434.0K | 0.10% | +3,001 | New |
| Bullock Wealth Management Group | 2,974 | $434.3K | 0.19% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,021 | $436.9K | 0.03% | −590−16.3% | Reduced |
| Oliver Luxxe Assets LLC | 3,028 | $437.9K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,032 | $438.5K | 0.03% | +115+3.9% | Added |
| Pure Financial Advisors, Inc. | 3,036 | $439.0K | 0.01% | +102+3.5% | Added |
| Two Sigma Securities, LLC | 3,039 | $439.5K | 0.04% | +3,039 | New |
| St Germain D J Co Inc | 3,040 | $439.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,044 | $440.2K | 0.04% | +231+8.2% | Added |
| Regatta Capital Group, LLC | 3,069 | $443.8K | 0.06% | −13−0.4% | Reduced |
| Petros Family Wealth, LLC | 3,072 | $444.2K | 0.27% | −183−5.6% | Reduced |
| Heritage Trust Co | 3,073 | $444.4K | 0.04% | −341−10.0% | Reduced |
| Balboa Wealth Partners | 3,085 | $446.1K | 0.06% | −51−1.6% | Reduced |
| Voleon Capital Management LP | 3,095 | $447.6K | 0.01% | +97+3.2% | Added |
| Gilpin Wealth Management, LLC | 3,098 | $448.0K | 0.31% | −25−0.8% | Reduced |
| Advisor OS, LLC | 3,106 | $449.2K | 0.03% | −148−4.5% | Reduced |
| One Wealth Advisors, LLC | 3,110 | $449.7K | 0.05% | −90−2.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,821 | $449.8K | 0.18% | −235−7.7% | Reduced |
| Trinity Financial Advisors LLC | 3,111 | $449.9K | 0.12% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,112 | $450.0K | 0.23% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3,112 | $450.0K | 0.14% | −584−15.8% | Reduced |
| Roundview Capital LLC | 3,118 | $450.9K | 0.02% | +109+3.6% | Added |
| Soltis Investment Advisors LLC | 3,119 | $451.0K | 0.03% | +316+11.3% | Added |
| Wealth Alliance | 3,121 | $451.3K | 0.04% | −213−6.4% | Reduced |
| Marco Investment Management LLC | 3,127 | $452.2K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 3,145 | $454.8K | 0.18% | +205+7.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $456.1K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,167 | $458.0K | 0.09% | +241+8.2% | Added |
| Essex Savings Bank | 3,182 | $460.1K | 0.10% | −33−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,184 | $460.4K | 0.06% | +10+0.3% | Added |
| Cedar Mountain Advisors, LLC | 3,199 | $462.6K | 0.08% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,200 | $462.8K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,208 | $463.9K | 0.03% | +3,208 | New |
| Cornerstone Wealth Group, LLC | 3,239 | $468.4K | 0.03% | +479+17.4% | Added |
| Stock Yards Bank & Trust Co | 3,240 | $468.5K | 0.01% | +383+13.4% | Added |
| JNBA Financial Advisors | 3,255 | $470.6K | 0.04% | −86−2.6% | Reduced |
| Everpar Advisors LLC | 3,269 | $472.7K | 0.13% | +255+8.5% | Added |
| Granite Bay Wealth Management, LLC | 3,279 | $474.0K | 0.04% | +3,279 | New |
| Transcendent Capital Group LLC | 3,280 | $474.3K | 0.18% | +3,280 | New |
| Syverson Strege & Co | 3,296 | $476.6K | 0.10% | −114−3.3% | Reduced |
| Stablepoint Partners, LLC | 3,298 | $476.9K | 0.07% | +175+5.6% | Added |
| Almitas Capital LLC | 3,300 | $477.2K | 0.11% | +3,300 | New |
| CM Wealth Advisors LLC | 3,301 | $477.4K | 0.09% | +1,220+58.6% | Added |
| Advus Financial Partners, LLC | 3,306 | $478.1K | 0.11% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,315 | $479.4K | 0.38% | +100+3.1% | Added |
| SmartHarvest Portfolios, LLC | 3,316 | $479.5K | 0.16% | +818+32.7% | Added |
| Davis R M Inc | 3,330 | $481.6K | 0.01% | −141−4.1% | Reduced |
| AlTi Global, Inc. | 3,333 | $482.0K | 0.01% | +174+5.5% | Added |
| Coastal Bridge Advisors, LLC | 3,338 | $482.7K | 0.03% | −225−6.3% | Reduced |
| Sovran Advisors, LLC | 3,086 | $482.9K | 0.04% | −1,329−30.1% | Reduced |
| Simon Quick Advisors, LLC | 3,339 | $482.9K | 0.02% | +522+18.5% | Added |
| Ignite Planners, LLC | 3,342 | $483.3K | 0.07% | +234+7.5% | Added |
| Fairview Capital Investment Management, LLC | 3,353 | $484.9K | 0.03% | +139+4.3% | Added |
| Breakwater Capital Group | 3,354 | $485.0K | 0.06% | +8+0.2% | Added |
| Steel Peak Wealth Management LLC | 3,360 | $485.9K | 0.01% | −53−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 3,365 | $486.6K | 0.10% | +165+5.2% | Added |
| Wellington-Altus USA Inc. | 4,112 | $487.8K | 0.35% | −101−2.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,381 | $488.9K | 0.32% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,387 | $489.8K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,389 | $490.0K | 0.05% | −206−5.7% | Reduced |
| Wealthcare Advisory Partners LLC | 3,395 | $491.0K | 0.01% | +243+7.7% | Added |
| Mystic Asset Management, Inc. | 3,403 | $492.1K | 0.11% | −20−0.6% | Reduced |
| JMN Financial LLC | 3,408 | $492.8K | 0.38% | +76+2.3% | Added |
| Cambria Investment Management, L.P. | 3,413 | $493.6K | 0.02% | +3,413 | New |
| Parcion Private Wealth LLC | 3,427 | $495.6K | 0.03% | +57+1.7% | Added |
| Relyea Zuckerberg Hanson LLC | 3,439 | $497.4K | 0.04% | +167+5.1% | Added |
| Ameritas Advisory Services, LLC | 3,448 | $498.6K | 0.01% | +1,012+41.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,454 | $499.5K | 0.28% | +3,454 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,468 | $501.5K | 0.10% | +36+1.0% | Added |
| CFS Investment Advisory Services, LLC | 3,428 | $502.6K | 0.03% | −13−0.4% | Reduced |
| Fragasso Group Inc. | 3,482 | $503.6K | 0.03% | +167+5.0% | Added |
| LM Advisors LLC | 3,496 | $506.0K | 0.06% | +3,081+742.4% | Added |
| Klingenstein Fields & Co LP | 3,501 | $506.3K | 0.02% | −18−0.5% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,506 | $507.0K | 0.68% | −413−10.5% | Reduced |
| 111 Capital | 3,507 | $507.1K | 0.09% | +276+8.5% | Added |
| Venturi Wealth Management, LLC | 3,517 | $508.6K | 0.02% | +362+11.5% | Added |
| Hudock, Inc. | 3,524 | $509.7K | 0.07% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,526 | $509.9K | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,536 | $511.3K | 0.03% | +98+2.9% | Added |
| Integrated Advisors Network LLC | 3,540 | $512.0K | 0.02% | +711+25.1% | Added |
| Mutual Advisors, LLC | 3,559 | $514.7K | 0.01% | +376+11.8% | Added |
| KC Investment Advisors, LLC | 3,586 | $518.6K | 0.10% | +3,586 | New |
| Bridgewater Advisors Inc. | 3,691 | $519.7K | 0.03% | −4−0.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,601 | $520.7K | 0.38% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,605 | $521.3K | 0.03% | +34+1.0% | Added |