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 3 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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 4,488 | $649.0K | 0.04% | +73+1.7% | Added |
| Howard Capital Management Inc. | 4,489 | $649.2K | 0.01% | +2,086+86.8% | Added |
| RMB Capital Management, LLC | 4,491 | $649.5K | 0.01% | −244−5.2% | Reduced |
| Advyzon Investment Management, LLC | 4,494 | $649.9K | 0.05% | +76+1.7% | Added |
| Drive Wealth Management, LLC | 4,498 | $650.5K | 0.12% | +251+5.9% | Added |
| Abacus Wealth Partners, LLC | 4,516 | $653.1K | 0.07% | −8,236−64.6% | Reduced |
| Intrepid Capital Management Inc | 4,518 | $653.3K | 0.23% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,521 | $653.8K | 0.27% | +595+15.2% | Added |
| LGT Group Foundation | 4,545 | $657.3K | 0.01% | +589+14.9% | Added |
| Studio Investment Management LLC | 4,546 | $657.4K | 0.11% | −492−9.8% | Reduced |
| Massachusetts Financial Services Co | 4,567 | $660.4K | 0.00% | −1,399−23.4% | Reduced |
| Mechanics Financial Corp | 4,570 | $660.9K | 0.24% | +202+4.6% | Added |
| Personal Cfo Solutions, LLC | 4,587 | $663.3K | 0.10% | −82−1.8% | Reduced |
| Brandes Investment Partners, LP | 4,587 | $663.3K | 0.00% | −370,418−98.8% | Reduced |
| Hilltop Holdings Inc. | 4,587 | $663.3K | 0.05% | −22−0.5% | Reduced |
| AdviceOne Advisory Services, LLC | 4,606 | $666.0K | 0.38% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,647 | $672.0K | 0.03% | +981+26.8% | Added |
| Avestar Capital, LLC | 4,666 | $674.8K | 0.04% | −450−8.8% | Reduced |
| Beech Hill Advisors, Inc. | 4,679 | $676.6K | 0.30% | +4,679 | New |
| Charter Trust Co | 4,684 | $677.4K | 0.04% | −207−4.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,719 | $682.5K | 0.03% | −88−1.8% | Reduced |
| Wellington Shields & Co., LLC | 4,740 | $685.5K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,746 | $686.3K | 0.10% | +4,746 | New |
| Krilogy Financial LLC | 4,770 | $689.8K | 0.02% | +1,519+46.7% | Added |
| Northwest Bancshares, Inc. | 4,780 | $691.2K | 0.12% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $691.2K | 0.02% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,782 | $691.5K | 0.11% | −292−5.8% | Reduced |
| Quent Capital, LLC | 4,783 | $691.7K | 0.04% | +86+1.8% | Added |
| Invariant Investment Management | 4,616 | $692.2K | 0.41% | +18+0.4% | Added |
| Rehmann Capital Advisory Group | 4,795 | $694.0K | 0.03% | −29−0.6% | Reduced |
| Alhambra Investment Partners LLC | 4,810 | $695.6K | 0.30% | −100−2.0% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $700.9K | 0.24% | 00.0% | Unchanged |
| Next Level Private LLC | 4,869 | $704.1K | 0.14% | +22+0.5% | Added |
| Sax Wealth Advisors, LLC | 6,015 | $713.5K | 0.03% | +277+4.8% | Added |
| Guardian Wealth Advisors, LLC | 4,943 | $714.8K | 0.04% | +12+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,945 | $715.1K | 0.03% | −54−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 4,950 | $715.8K | 0.09% | +2,000+67.8% | Added |
| First National Trust Co | 4,954 | $716.4K | 0.02% | −6,961−58.4% | Reduced |
| Sicart Associates LLC | 5,000 | $723.0K | 0.18% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,025 | $726.7K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,051 | $730.4K | 0.03% | 00.0% | Unchanged |
| GenTrust, LLC | 5,061 | $731.9K | 0.03% | −503−9.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,074 | $733.8K | 0.01% | −117−2.3% | Reduced |
| IFP Advisors, Inc | 5,080 | $734.6K | 0.01% | +3+0.1% | Added |
| HF Advisory Group, LLC | 5,093 | $736.4K | 0.23% | −4,870−48.9% | Reduced |
| LGT Fund Management Co Ltd. | 5,100 | $737.5K | 0.03% | −2,693−34.6% | Reduced |
| Rogco, LP | 5,118 | $740.1K | 0.23% | −35−0.7% | Reduced |
| Secure Asset Management, LLC | 5,157 | $745.7K | 0.10% | +38+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 5,164 | $746.7K | 0.04% | +1,041+25.2% | Added |
| Modera Wealth Management, LLC | 5,171 | $747.8K | 0.01% | +129+2.6% | Added |
| Sapient Capital LLC | 5,200 | $752.0K | 0.01% | −1,481−22.2% | Reduced |
| Polymer Capital Management (US) LLC | 5,228 | $756.0K | 0.11% | +506+10.7% | Added |
| Alteri Wealth LLC | 5,250 | $759.1K | 0.21% | −156−2.9% | Reduced |
| Cidel Asset Management Inc | 5,250 | $759.2K | 0.04% | −178−3.3% | Reduced |
| Compass Financial Management LLC | 4,998 | $760.9K | 0.09% | +4,998 | New |
| Prelude Capital Management, LLC | 5,271 | $762.2K | 0.06% | +5,271 | New |
| Verdence Capital Advisors LLC | 5,274 | $762.7K | 0.04% | −31−0.6% | Reduced |
| Van Strum & Towne Inc. | 5,277 | $763.1K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,280 | $763.5K | 0.29% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,313 | $768.3K | 0.01% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 4,821 | $768.6K | 0.27% | +2,821+141.1% | Added |
| Focused Alpha, LLC | 5,318 | $769.0K | 0.20% | −652−10.9% | Reduced |
| IVC Wealth Advisors LLC | 5,339 | $772.1K | 0.30% | −3−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 5,344 | $772.8K | 0.09% | −19−0.4% | Reduced |
| Bahl & Gaynor Inc | 5,347 | $773.2K | 0.00% | +620+13.1% | Added |
| Westfuller Advisors, LLC | 5,350 | $773.7K | 0.28% | −433−7.5% | Reduced |
| Resonant Capital Advisors, LLC | 5,382 | $778.3K | 0.04% | −689−11.3% | Reduced |
| Addison Capital Co | 5,395 | $780.1K | 0.13% | +10.0% | Added |
| Baker Ellis Asset Management LLC | 5,399 | $780.8K | 0.08% | +100+1.9% | Added |
| Firestone Capital Management | 5,413 | $782.8K | 0.15% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,416 | $783.2K | 0.04% | +1,260+30.3% | Added |
| Fortis Group Advisors, LLC | 5,455 | $788.8K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,500 | $795.0K | 0.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5,564 | $796.0K | 0.04% | +192+3.6% | Added |
| Baker Avenue Asset Management, LP | 5,509 | $796.7K | 0.02% | +616+12.6% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $801.8K | 0.45% | 00.0% | Unchanged |
| Keel Point, LLC | 5,553 | $803.1K | 0.05% | +2,137+62.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,562 | $804.3K | 0.04% | +180+3.3% | Added |
| Founders Financial Securities LLC | 5,594 | $808.9K | 0.04% | −2,676−32.4% | Reduced |
| Fundamentun, LLC | 5,602 | $810.1K | 0.03% | −39−0.7% | Reduced |
| Fairfield, Bush & Co. | 5,627 | $813.7K | 0.40% | −100−1.7% | Reduced |
| Csenge Advisory Group | 5,647 | $816.6K | 0.03% | +3,483+161.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,651 | $817.2K | 0.05% | +764+15.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,686 | $822.3K | 0.12% | +403+7.6% | Added |
| Mezzasalma Advisors, LLC | 5,715 | $826.4K | 0.17% | +43+0.8% | Added |
| USA Financial Formulas | 5,721 | $827.3K | 0.15% | +5,721 | New |
| AMG National Trust Bank | 5,722 | $827.5K | 0.02% | −4,088−41.7% | Reduced |
| Verdad Advisers, LP | 5,748 | $831.2K | 0.80% | −3,203−35.8% | Reduced |
| Northstar Group, Inc. | 5,752 | $831.7K | 0.11% | +3+0.1% | Added |
| Milestone Asset Management, LLC | 5,775 | $835.1K | 0.13% | +2,401+71.2% | Added |
| Gilbert Capital Group, Inc. | 5,795 | $838.0K | 0.59% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,073 | $839.0K | 0.13% | +75+1.1% | Added |
| Catalyst Capital Advisors LLC | 5,850 | $846.0K | 0.01% | −850−12.7% | Reduced |
| Traphagen Investment Advisors LLC | 5,864 | $848.0K | 0.06% | +4,115+235.3% | Added |
| Piedmont Capital Management, LLC | 5,865 | $848.1K | 0.52% | −17−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,869 | $848.7K | 0.11% | +187+3.3% | Added |
| Alps Advisors Inc | 5,870 | $848.9K | 0.00% | +5,870 | New |
| Mairs & Power Inc | 5,888 | $851.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5,889 | $852.0K | 0.01% | +5,459+1,269.5% | Added |
| Sigma Planning Corp | 5,894 | $852.3K | 0.02% | +824+16.3% | Added |