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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 3,609 | $521.8K | 0.03% | −2,080−36.6% | Reduced |
| TritonPoint Partners, LLC | 3,626 | $524.3K | 0.04% | +3,626 | New |
| Perpetual Ltd | 3,645 | $527.1K | 0.01% | −232−6.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,647 | $527.4K | 0.05% | +212+6.2% | Added |
| Brendel Financial Advisors LLC | 3,649 | $527.7K | 0.24% | +5+0.1% | Added |
| Sage Investment Advisers LLC | 3,651 | $528.0K | 0.36% | −36−1.0% | Reduced |
| Ostrum Asset Management | 3,686 | $533.0K | 0.03% | −17,234−82.4% | Reduced |
| Peddock Capital Advisors, LLC | 3,690 | $533.6K | 0.11% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,692 | $533.9K | 0.01% | +1,128+44.0% | Added |
| Meyer Handelman Co | 3,696 | $534.5K | 0.02% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 3,701 | $535.0K | 0.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,702 | $535.3K | 0.02% | −7−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,706 | $535.9K | 0.12% | −482−11.5% | Reduced |
| Troutman Wealth Management, LLC | 3,709 | $536.3K | 0.41% | +15+0.4% | Added |
| Aprio Wealth Management, LLC | 3,713 | $536.9K | 0.03% | −412−10.0% | Reduced |
| Haverford Trust Co | 3,720 | $537.9K | 0.00% | −119−3.1% | Reduced |
| Oslo Pensjonsforsikring AS | 3,727 | $539.0K | 0.06% | −717−16.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,740 | $540.8K | 0.07% | −6−0.2% | Reduced |
| Sentinus, LLC | 3,740 | $540.8K | 0.04% | −475−11.3% | Reduced |
| Miracle Mile Advisors, LLC | 3,743 | $541.3K | 0.01% | +242+6.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,751 | $542.4K | 0.03% | +69+1.9% | Added |
| Avidian Wealth Solutions, LLC | 3,758 | $543.5K | 0.02% | +395+11.7% | Added |
| FORA Capital, LLC | 3,781 | $546.6K | 0.04% | +3,781 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,784 | $547.0K | 0.02% | −1,600−29.7% | Reduced |
| Keyvantage Wealth, LLC | 3,789 | $547.9K | 0.21% | −14−0.4% | Reduced |
| PCM Encore, LLC | 3,797 | $549.1K | 0.10% | −168−4.2% | Reduced |
| Laurion Capital Management LP | 3,813 | $551.4K | 0.04% | +3,813 | New |
| Boston Trust Walden Corp | 3,844 | $555.9K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 3,845 | $556.0K | 0.27% | +3,845 | New |
| Revisor Wealth Management LLC | 3,872 | $559.9K | 0.13% | −186−4.6% | Reduced |
| Werba Rubin Papier Wealth Management | 3,877 | $560.7K | 0.07% | +61+1.6% | Added |
| Laidlaw Wealth Management LLC | 3,885 | $561.8K | 1.60% | +1,427+58.1% | Added |
| PDS Planning, Inc | 3,897 | $563.5K | 0.03% | +309+8.6% | Added |
| Boothbay Fund Management, LLC | 3,897 | $563.5K | 0.01% | +1,091+38.9% | Added |
| McMillan Office, Inc. | 3,900 | $564.0K | 0.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 3,900 | $564.0K | 0.38% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,913 | $565.8K | 0.06% | +217+5.9% | Added |
| Barrett & Company, Inc. | 3,920 | $566.9K | 0.16% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,953 | $571.6K | 0.11% | +268+7.3% | Added |
| Chicago Trust Co NA | 3,954 | $571.8K | 0.08% | +1,089+38.0% | Added |
| Waddell & Associates, LLC | 3,970 | $574.1K | 0.03% | +200+5.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,982 | $575.8K | 0.34% | −183−4.4% | Reduced |
| BLB&B Advisors, LLC | 3,985 | $576.3K | 0.02% | +12+0.3% | Added |
| Westwood Holdings Group Inc. | 3,989 | $576.9K | 0.00% | +3,989 | New |
| Hickory Point Bank & Trust | 3,997 | $578.0K | 0.35% | 00.0% | Unchanged |
| Rbo & Co LLC | 4,000 | $578.4K | 0.09% | 00.0% | Unchanged |
| Waycross Investment Management Co | 4,000 | $578.4K | 0.44% | +4,000 | New |
| Stevens Capital Management LP | 4,013 | $580.0K | 0.14% | +4,013 | New |
| Jackson, Grant Investment Advisers, Inc. | 4,037 | $583.8K | 0.18% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,001 | $584.0K | 0.03% | −9,419−70.2% | Reduced |
| Nicolet Bankshares Inc | 3,895 | $584.1K | 0.02% | −130−3.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,055 | $586.9K | 0.01% | +275+7.3% | Added |
| SPWM Advisors LLC | 3,736 | $587.0K | 0.54% | −934−20.0% | Reduced |
| United Advisor Group, LLC | 4,071 | $588.6K | 0.06% | +196+5.1% | Added |
| IMC-Chicago, LLC | 4,074 | $589.1K | 0.01% | +4,074 | New |
| Optimize Financial Inc | 4,120 | $595.8K | 0.21% | −14−0.3% | Reduced |
| Sound Capital Solutions LLC | 4,120 | $595.8K | 0.14% | +4,120 | New |
| M.E. Allison & Co., Inc. | 4,170 | $603.0K | 0.35% | −15−0.4% | Reduced |
| AlphaGrep UK Ltd | 4,170 | $603.0K | 0.18% | +89+2.2% | Added |
| Norden Group LLC | 4,183 | $604.8K | 0.05% | +385+10.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,187 | $605.5K | 0.01% | −327−7.2% | Reduced |
| Clark Financial Services Group Inc | 4,188 | $605.6K | 0.29% | −84−2.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,189 | $605.8K | 0.09% | −68−1.6% | Reduced |
| Prestige Wealth Management Group LLC | 4,194 | $606.5K | 0.11% | +2,360+128.7% | Added |
| Money Concepts Capital Corp | 4,198 | $607.1K | 0.03% | −1,188−22.1% | Reduced |
| North Capital, Inc. | 4,204 | $607.9K | 0.46% | −1,191−22.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,210 | $608.9K | 0.06% | +10.0% | Added |
| Quotient Wealth Partners, LLC | 4,213 | $609.2K | 0.01% | +482+12.9% | Added |
| Fiduciary Group LLC | 4,216 | $609.7K | 0.05% | −6−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $611.0K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,907 | $611.0K | 0.20% | −70−1.8% | Reduced |
| May Barnhard Investments LLC | 4,230 | $611.8K | 0.25% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,254 | $615.2K | 0.11% | +32+0.8% | Added |
| Harbour Investments, Inc. | 4,276 | $618.4K | 0.01% | +222+5.5% | Added |
| Severin Investments, LLC | 4,278 | $618.7K | 0.47% | +970+29.3% | Added |
| Gateway Investment Advisers LLC | 4,283 | $619.4K | 0.01% | −13,732−76.2% | Reduced |
| Clear Creek Financial Management, LLC | 4,296 | $621.3K | 0.04% | −230−5.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,300 | $621.8K | 0.90% | +4,300 | New |
| Optas, LLC | 4,304 | $622.4K | 0.09% | +69+1.6% | Added |
| NorthCrest Asset Manangement, LLC | 4,106 | $625.2K | 0.02% | −947−18.7% | Reduced |
| Strategic Advisors LLC | 4,329 | $626.0K | 0.14% | −32−0.7% | Reduced |
| Burns Matteson Capital Management, LLC | 4,329 | $626.0K | 0.20% | +121+2.9% | Added |
| Tradewinds Capital Management, LLC | 4,339 | $627.5K | 0.11% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,343 | $628.0K | 0.10% | −16−0.4% | Reduced |
| National Asset Management, Inc. | 4,373 | $628.8K | 0.03% | +76+1.8% | Added |
| Bruce G. Allen Investments, LLC | 4,353 | $629.5K | 0.40% | −77−1.7% | Reduced |
| Berkshire Asset Management LLC | 4,387 | $634.4K | 0.02% | −119−2.6% | Reduced |
| Avise Financial Cooperative, Inc. | 4,390 | $634.8K | 0.45% | −841−16.1% | Reduced |
| Talisman Wealth Advisors LLC | 4,390 | $634.8K | 0.49% | +4,390 | New |
| O'Brien Greene & Co. Inc | 4,391 | $635.0K | 0.18% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,388 | $635.0K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,402 | $636.6K | 0.16% | −320−6.8% | Reduced |
| Martin Capital Advisors, LLP | 4,405 | $637.0K | 0.33% | −200−4.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $637.0K | 0.13% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,411 | $637.9K | 0.07% | −110−2.4% | Reduced |
| Hofer & Associates. Inc | 4,419 | $639.0K | 0.31% | +83+1.9% | Added |
| Ethos Financial Group, LLC | 4,185 | $640.8K | 0.04% | +510+13.9% | Added |
| MFA Wealth Services | 4,434 | $641.1K | 0.38% | −1,116−20.1% | Reduced |
| Midwest Trust Co | 4,474 | $647.0K | 0.01% | −307−6.4% | Reduced |
| Sepio Capital, LP | 4,482 | $648.1K | 0.03% | 00.0% | Unchanged |