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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 5,715 | $826.4K | 0.17% | +43+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,686 | $822.3K | 0.12% | +403+7.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,651 | $817.2K | 0.05% | +764+15.6% | Added |
| Csenge Advisory Group | 5,647 | $816.6K | 0.03% | +3,483+161.0% | Added |
| Fairfield, Bush & Co. | 5,627 | $813.7K | 0.40% | −100−1.7% | Reduced |
| Fundamentun, LLC | 5,602 | $810.1K | 0.03% | −39−0.7% | Reduced |
| Founders Financial Securities LLC | 5,594 | $808.9K | 0.04% | −2,676−32.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,562 | $804.3K | 0.04% | +180+3.3% | Added |
| Keel Point, LLC | 5,553 | $803.1K | 0.05% | +2,137+62.6% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $801.8K | 0.45% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,509 | $796.7K | 0.02% | +616+12.6% | Added |
| Angeles Wealth Management, LLC | 5,564 | $796.0K | 0.04% | +192+3.6% | Added |
| Philadelphia Trust Co | 5,500 | $795.0K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5,455 | $788.8K | 0.13% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,416 | $783.2K | 0.04% | +1,260+30.3% | Added |
| Firestone Capital Management | 5,413 | $782.8K | 0.15% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,399 | $780.8K | 0.08% | +100+1.9% | Added |
| Addison Capital Co | 5,395 | $780.1K | 0.13% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 5,382 | $778.3K | 0.04% | −689−11.3% | Reduced |
| Westfuller Advisors, LLC | 5,350 | $773.7K | 0.28% | −433−7.5% | Reduced |
| Bahl & Gaynor Inc | 5,347 | $773.2K | 0.00% | +620+13.1% | Added |
| SeaCrest Wealth Management, LLC | 5,344 | $772.8K | 0.09% | −19−0.4% | Reduced |
| IVC Wealth Advisors LLC | 5,339 | $772.1K | 0.30% | −3−0.1% | Reduced |
| Focused Alpha, LLC | 5,318 | $769.0K | 0.20% | −652−10.9% | Reduced |
| SGL Investment Advisors, Inc. | 4,821 | $768.6K | 0.27% | +2,821+141.1% | Added |
| Evercore Wealth Management, LLC | 5,313 | $768.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,280 | $763.5K | 0.29% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,277 | $763.1K | 0.21% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,274 | $762.7K | 0.04% | −31−0.6% | Reduced |
| Prelude Capital Management, LLC | 5,271 | $762.2K | 0.06% | +5,271 | New |
| Compass Financial Management LLC | 4,998 | $760.9K | 0.09% | +4,998 | New |
| Cidel Asset Management Inc | 5,250 | $759.2K | 0.04% | −178−3.3% | Reduced |
| Alteri Wealth LLC | 5,250 | $759.1K | 0.21% | −156−2.9% | Reduced |
| Polymer Capital Management (US) LLC | 5,228 | $756.0K | 0.11% | +506+10.7% | Added |
| Sapient Capital LLC | 5,200 | $752.0K | 0.01% | −1,481−22.2% | Reduced |
| Modera Wealth Management, LLC | 5,171 | $747.8K | 0.01% | +129+2.6% | Added |
| Cyndeo Wealth Partners, LLC | 5,164 | $746.7K | 0.04% | +1,041+25.2% | Added |
| Secure Asset Management, LLC | 5,157 | $745.7K | 0.10% | +38+0.7% | Added |
| Rogco, LP | 5,118 | $740.1K | 0.23% | −35−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 5,100 | $737.5K | 0.03% | −2,693−34.6% | Reduced |
| HF Advisory Group, LLC | 5,093 | $736.4K | 0.23% | −4,870−48.9% | Reduced |
| IFP Advisors, Inc | 5,080 | $734.6K | 0.01% | +3+0.1% | Added |
| Oppenheimer Asset Management Inc. | 5,074 | $733.8K | 0.01% | −117−2.3% | Reduced |
| GenTrust, LLC | 5,061 | $731.9K | 0.03% | −503−9.0% | Reduced |
| GHP Investment Advisors, Inc. | 5,051 | $730.4K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,025 | $726.7K | 0.06% | 00.0% | Unchanged |
| Sicart Associates LLC | 5,000 | $723.0K | 0.18% | 00.0% | Unchanged |
| First National Trust Co | 4,954 | $716.4K | 0.02% | −6,961−58.4% | Reduced |
| Wellington Shields Capital Management, LLC | 4,950 | $715.8K | 0.09% | +2,000+67.8% | Added |
| Dorsey & Whitney Trust CO LLC | 4,945 | $715.1K | 0.03% | −54−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,943 | $714.8K | 0.04% | +12+0.2% | Added |
| Sax Wealth Advisors, LLC | 6,015 | $713.5K | 0.03% | +277+4.8% | Added |
| Next Level Private LLC | 4,869 | $704.1K | 0.14% | +22+0.5% | Added |
| Ironwood Investment Management LLC | 4,847 | $700.9K | 0.24% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,810 | $695.6K | 0.30% | −100−2.0% | Reduced |
| Rehmann Capital Advisory Group | 4,795 | $694.0K | 0.03% | −29−0.6% | Reduced |
| Invariant Investment Management | 4,616 | $692.2K | 0.41% | +18+0.4% | Added |
| Quent Capital, LLC | 4,783 | $691.7K | 0.04% | +86+1.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,782 | $691.5K | 0.11% | −292−5.8% | Reduced |
| 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 |
| Krilogy Financial LLC | 4,770 | $689.8K | 0.02% | +1,519+46.7% | Added |
| Cynosure Management, LLC | 4,746 | $686.3K | 0.10% | +4,746 | New |
| Wellington Shields & Co., LLC | 4,740 | $685.5K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,719 | $682.5K | 0.03% | −88−1.8% | Reduced |
| Charter Trust Co | 4,684 | $677.4K | 0.04% | −207−4.2% | Reduced |
| Beech Hill Advisors, Inc. | 4,679 | $676.6K | 0.30% | +4,679 | New |
| Avestar Capital, LLC | 4,666 | $674.8K | 0.04% | −450−8.8% | Reduced |
| Strategic Blueprint, LLC | 4,647 | $672.0K | 0.03% | +981+26.8% | Added |
| AdviceOne Advisory Services, LLC | 4,606 | $666.0K | 0.38% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,587 | $663.3K | 0.05% | −22−0.5% | Reduced |
| Brandes Investment Partners, LP | 4,587 | $663.3K | 0.00% | −370,418−98.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,587 | $663.3K | 0.10% | −82−1.8% | Reduced |
| Mechanics Financial Corp | 4,570 | $660.9K | 0.24% | +202+4.6% | Added |
| Massachusetts Financial Services Co | 4,567 | $660.4K | 0.00% | −1,399−23.4% | Reduced |
| Studio Investment Management LLC | 4,546 | $657.4K | 0.11% | −492−9.8% | Reduced |
| LGT Group Foundation | 4,545 | $657.3K | 0.01% | +589+14.9% | Added |
| C M Bidwell & Associates Ltd | 4,521 | $653.8K | 0.27% | +595+15.2% | Added |
| Intrepid Capital Management Inc | 4,518 | $653.3K | 0.23% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,516 | $653.1K | 0.07% | −8,236−64.6% | Reduced |
| Drive Wealth Management, LLC | 4,498 | $650.5K | 0.12% | +251+5.9% | Added |
| Advyzon Investment Management, LLC | 4,494 | $649.9K | 0.05% | +76+1.7% | Added |
| RMB Capital Management, LLC | 4,491 | $649.5K | 0.01% | −244−5.2% | Reduced |
| Howard Capital Management Inc. | 4,489 | $649.2K | 0.01% | +2,086+86.8% | Added |
| Silver Oak Securities, Inc | 4,488 | $649.0K | 0.04% | +73+1.7% | Added |
| Sepio Capital, LP | 4,482 | $648.1K | 0.03% | 00.0% | Unchanged |
| Midwest Trust Co | 4,474 | $647.0K | 0.01% | −307−6.4% | Reduced |
| MFA Wealth Services | 4,434 | $641.1K | 0.38% | −1,116−20.1% | Reduced |
| Ethos Financial Group, LLC | 4,185 | $640.8K | 0.04% | +510+13.9% | Added |
| Hofer & Associates. Inc | 4,419 | $639.0K | 0.31% | +83+1.9% | Added |
| Claro Advisors LLC | 4,411 | $637.9K | 0.07% | −110−2.4% | 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 |
| Supplemental Annuity Collective Trust of NJ | 4,402 | $636.6K | 0.16% | −320−6.8% | Reduced |
| Capital Analysts, LLC | 4,388 | $635.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,391 | $635.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Berkshire Asset Management LLC | 4,387 | $634.4K | 0.02% | −119−2.6% | Reduced |
| Bruce G. Allen Investments, LLC | 4,353 | $629.5K | 0.40% | −77−1.7% | Reduced |