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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 7,469 | $1.08M | 0.06% | −1,547−17.2% | Reduced |
| Apella Capital, LLC | 7,057 | $1.08M | 0.02% | −85−1.2% | Reduced |
| TownSquare Capital, LLC | 7,435 | $1.08M | 0.20% | +259+3.6% | Added |
| Penserra Capital Management LLC | 7,447 | $1.07M | 0.01% | −3,641−32.8% | Reduced |
| Snowden Capital Advisors LLC | 7,422 | $1.07M | 0.03% | −4,595−38.2% | Reduced |
| Elyxium Wealth, LLC | 7,366 | $1.07M | 0.11% | +1,255+20.5% | Added |
| Stanley-Laman Group, Ltd. | 7,361 | $1.06M | 0.11% | 00.0% | Unchanged |
| Exchange Bank | 7,354 | $1.06M | 0.66% | −201−2.7% | Reduced |
| Balyasny Asset Management LLC | 7,340 | $1.06M | 0.00% | +7,340 | New |
| Lionshead Wealth Management, LLC | 7,339 | $1.06M | 0.69% | +27+0.4% | Added |
| Raleigh Capital Management Inc. | 7,287 | $1.05M | 0.34% | −640−8.1% | Reduced |
| Simplicity Wealth,LLC | 7,263 | $1.05M | 0.04% | +479+7.1% | Added |
| Kane Investment Management, Inc. | 7,240 | $1.05M | 0.45% | +1,027+16.5% | Added |
| NBC Securities, Inc. | 7,203 | $1.04M | 0.07% | −303−4.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,197 | $1.04M | 0.28% | +27+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 7,174 | $1.04M | 0.04% | +2,308+47.4% | Added |
| Sompo Asset Management Co., Ltd. | 7,170 | $1.04M | 0.17% | +530+8.0% | Added |
| Red Door Wealth Management, LLC | 7,165 | $1.04M | 0.09% | +31+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 7,164 | $1.04M | 0.39% | −779−9.8% | Reduced |
| Oxford Financial Group Ltd | 7,123 | $1.03M | 0.05% | +9+0.1% | Added |
| Crestwood Advisors Group LLC | 7,119 | $1.03M | 0.02% | +1,377+24.0% | Added |
| Shulman DeMeo Asset Management LLC | 7,087 | $1.02M | 0.19% | +23+0.3% | Added |
| Beck Mack & Oliver LLC | 7,025 | $1.02M | 0.02% | −680−8.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,000 | $1.01M | 0.23% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,985 | $1.01M | 0.13% | −1,508−17.8% | Reduced |
| Tranquilli Financial Advisor LLC | 6,981 | $1.01M | 0.54% | +3,066+78.3% | Added |
| Redmond Asset Management, LLC | 6,977 | $1.01M | 0.25% | −280−3.9% | Reduced |
| Group One Trading, L.P. | 6,922 | $1.00M | 0.03% | −24,727−78.1% | Reduced |
| Apeiron RIA LLC | 6,909 | $999.1K | 0.26% | +20.0% | Added |
| Keystone Financial Group | 6,897 | $997.4K | 0.06% | −80−1.1% | Reduced |
| Abundance Wealth Counselors | 6,889 | $996.2K | 0.06% | +3,106+82.1% | Added |
| First Foundation Advisors | 6,830 | $987.7K | 0.04% | −8−0.1% | Reduced |
| Basepoint Wealth LLC | 6,826 | $987.1K | 0.56% | +19+0.3% | Added |
| Rothschild Capital Partners, LLC | 6,819 | $986.1K | 0.21% | +1,591+30.4% | Added |
| Twin City Private Wealth, LLC | 6,816 | $985.6K | 0.69% | +115+1.7% | Added |
| Tobam | 6,807 | $984.0K | 0.24% | −4,968−42.2% | Reduced |
| 71 West Capital Partners | 6,796 | $982.8K | 0.03% | +3,616+113.7% | Added |
| Themes Management Co LLC | 6,795 | $982.6K | 0.65% | −1,483−17.9% | Reduced |
| Centaurus Financial, Inc. | 6,786 | $981.0K | 0.04% | +157+2.4% | Added |
| BNP Paribas | 6,784 | $979.8K | 0.03% | −80,473−92.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,766 | $978.5K | 0.03% | −1,071−13.7% | Reduced |
| Profund Advisors LLC | 6,748 | $975.8K | 0.03% | −287−4.1% | Reduced |
| Private Trust Co NA | 6,738 | $974.4K | 0.08% | −359−5.1% | Reduced |
| Collaborative Fund Advisors, LLC | 6,732 | $973.5K | 0.57% | −542−7.5% | Reduced |
| Silverlake Wealth Management LLC | 6,697 | $968.4K | 0.19% | −664−9.0% | Reduced |
| Great Lakes Retirement, Inc. | 6,694 | $968.1K | 0.09% | −37−0.5% | Reduced |
| Larson Financial Group LLC | 6,683 | $966.4K | 0.03% | +1,189+21.6% | Added |
| Cove Private Wealth, LLC | 6,618 | $957.0K | 0.18% | 00.0% | Unchanged |
| Benin Management CORP | 6,615 | $956.6K | 0.19% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 6,608 | $955.6K | 0.31% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 6,597 | $954.0K | 0.13% | +57+0.9% | Added |
| Diversified Enterprises, LLC | 6,565 | $949.4K | 0.05% | +2,985+83.4% | Added |
| First National Bank & Trust Co of Newtown | 6,067 | $948.5K | 0.19% | −70−1.1% | Reduced |
| Cigna Investments Inc | 6,539 | $946.0K | 0.12% | −83−1.3% | Reduced |
| Kovack Advisors, Inc. | 6,478 | $944.6K | 0.05% | −38−0.6% | Reduced |
| Armis Advisers, LLC | 6,276 | $941.2K | 0.09% | +6,276 | New |
| Frisch Financial Group, Inc. | 6,507 | $941.0K | 0.16% | +74+1.2% | Added |
| Affinity Investment Advisors, LLC | 6,459 | $934.0K | 0.47% | −6,635−50.7% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $930.0K | 0.28% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 6,356 | $919.1K | 0.15% | −860−11.9% | Reduced |
| Argent Capital Management LLC | 6,355 | $919.0K | 0.03% | −345−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,347 | $917.9K | 0.02% | −255−3.9% | Reduced |
| Valeo Financial Advisors, LLC | 6,317 | $913.5K | 0.02% | +1,242+24.5% | Added |
| New Age Alpha Advisors, LLC | 6,314 | $913.1K | 0.04% | +567+9.9% | Added |
| TD Private Client Wealth LLC | 6,305 | $911.8K | 0.02% | +659+11.7% | Added |
| Entropy Technologies, LP | 6,295 | $910.3K | 0.04% | +6,295 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,243 | $902.8K | 0.02% | −917−12.8% | Reduced |
| PFG Investments, LLC | 6,222 | $899.8K | 0.03% | +1,675+36.8% | Added |
| Bill Few Associates, Inc. | 6,194 | $895.7K | 0.19% | −1,249−16.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $892.0K | 0.02% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 6,155 | $890.0K | 0.14% | −130−2.1% | Reduced |
| Van Hulzen Asset Management, LLC | 6,118 | $884.7K | 0.06% | −10,625−63.5% | Reduced |
| Argus Investors' Counsel, Inc. | 6,112 | $883.9K | 0.68% | −39−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,091 | $880.8K | 0.01% | −214−3.4% | Reduced |
| S&T Bank | 6,088 | $880.4K | 0.26% | +138+2.3% | Added |
| MorganRosel Wealth Management, LLC | 6,064 | $876.9K | 0.30% | −614−9.2% | Reduced |
| Warner Financial, Inc | 6,036 | $872.9K | 0.26% | +30.0% | Added |
| IFG Advisors, LLC | 5,999 | $867.5K | 0.12% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,977 | $864.3K | 0.05% | +217+3.8% | Added |
| Mondrian Investment Partners LTD | 5,960 | $861.9K | 0.02% | −555−8.5% | Reduced |
| Aigen Investment Management, LP | 5,955 | $861.2K | 0.24% | −22,538−79.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,954 | $861.0K | 0.05% | +1,212+25.6% | Added |
| AlphaCore Capital LLC | 5,951 | $860.6K | 0.02% | +5,951 | New |
| Altfest L J & Co Inc | 5,937 | $858.5K | 0.08% | +280+4.9% | Added |
| Kera Capital Partners, Inc. | 5,896 | $852.6K | 0.08% | +913+18.3% | Added |
| Sigma Planning Corp | 5,894 | $852.3K | 0.02% | +824+16.3% | Added |
| GW&K Investment Management, LLC | 5,889 | $852.0K | 0.01% | +5,459+1,269.5% | Added |
| Mairs & Power Inc | 5,888 | $851.5K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,870 | $848.9K | 0.00% | +5,870 | New |
| Summit Financial Wealth Advisors, LLC | 5,869 | $848.7K | 0.11% | +187+3.3% | Added |
| Piedmont Capital Management, LLC | 5,865 | $848.1K | 0.52% | −17−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 5,864 | $848.0K | 0.06% | +4,115+235.3% | Added |
| Catalyst Capital Advisors LLC | 5,850 | $846.0K | 0.01% | −850−12.7% | Reduced |
| Formidable Asset Management, LLC | 7,073 | $839.0K | 0.13% | +75+1.1% | Added |
| Gilbert Capital Group, Inc. | 5,795 | $838.0K | 0.59% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 5,775 | $835.1K | 0.13% | +2,401+71.2% | Added |
| Northstar Group, Inc. | 5,752 | $831.7K | 0.11% | +3+0.1% | Added |
| Verdad Advisers, LP | 5,748 | $831.2K | 0.80% | −3,203−35.8% | Reduced |
| AMG National Trust Bank | 5,722 | $827.5K | 0.02% | −4,088−41.7% | Reduced |
| USA Financial Formulas | 5,721 | $827.3K | 0.15% | +5,721 | New |