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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 4,373 | $628.8K | 0.03% | +76+1.8% | Added |
| Portfolio Design Labs, LLC | 4,343 | $628.0K | 0.10% | −16−0.4% | Reduced |
| Tradewinds Capital Management, LLC | 4,339 | $627.5K | 0.11% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 4,329 | $626.0K | 0.20% | +121+2.9% | Added |
| Strategic Advisors LLC | 4,329 | $626.0K | 0.14% | −32−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,106 | $625.2K | 0.02% | −947−18.7% | Reduced |
| Optas, LLC | 4,304 | $622.4K | 0.09% | +69+1.6% | Added |
| CTC Alternative Strategies, Ltd. | 4,300 | $621.8K | 0.90% | +4,300 | New |
| Clear Creek Financial Management, LLC | 4,296 | $621.3K | 0.04% | −230−5.1% | Reduced |
| Gateway Investment Advisers LLC | 4,283 | $619.4K | 0.01% | −13,732−76.2% | Reduced |
| Severin Investments, LLC | 4,278 | $618.7K | 0.47% | +970+29.3% | Added |
| Harbour Investments, Inc. | 4,276 | $618.4K | 0.01% | +222+5.5% | Added |
| Abel Hall, LLC | 4,254 | $615.2K | 0.11% | +32+0.8% | Added |
| May Barnhard Investments LLC | 4,230 | $611.8K | 0.25% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,907 | $611.0K | 0.20% | −70−1.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $611.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,216 | $609.7K | 0.05% | −6−0.1% | Reduced |
| Quotient Wealth Partners, LLC | 4,213 | $609.2K | 0.01% | +482+12.9% | Added |
| DiNuzzo Private Wealth, Inc. | 4,210 | $608.9K | 0.06% | +10.0% | Added |
| North Capital, Inc. | 4,204 | $607.9K | 0.46% | −1,191−22.1% | Reduced |
| Money Concepts Capital Corp | 4,198 | $607.1K | 0.03% | −1,188−22.1% | Reduced |
| Prestige Wealth Management Group LLC | 4,194 | $606.5K | 0.11% | +2,360+128.7% | Added |
| Ritter Daniher Financial Advisory LLC | 4,189 | $605.8K | 0.09% | −68−1.6% | Reduced |
| Clark Financial Services Group Inc | 4,188 | $605.6K | 0.29% | −84−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,187 | $605.5K | 0.01% | −327−7.2% | Reduced |
| Norden Group LLC | 4,183 | $604.8K | 0.05% | +385+10.1% | Added |
| AlphaGrep UK Ltd | 4,170 | $603.0K | 0.18% | +89+2.2% | Added |
| M.E. Allison & Co., Inc. | 4,170 | $603.0K | 0.35% | −15−0.4% | Reduced |
| 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 |
| IMC-Chicago, LLC | 4,074 | $589.1K | 0.01% | +4,074 | New |
| United Advisor Group, LLC | 4,071 | $588.6K | 0.06% | +196+5.1% | Added |
| SPWM Advisors LLC | 3,736 | $587.0K | 0.54% | −934−20.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,055 | $586.9K | 0.01% | +275+7.3% | Added |
| Nicolet Bankshares Inc | 3,895 | $584.1K | 0.02% | −130−3.2% | Reduced |
| International Assets Investment Management, LLC | 4,001 | $584.0K | 0.03% | −9,419−70.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,037 | $583.8K | 0.18% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,013 | $580.0K | 0.14% | +4,013 | New |
| 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 |
| Hickory Point Bank & Trust | 3,997 | $578.0K | 0.35% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,989 | $576.9K | 0.00% | +3,989 | New |
| BLB&B Advisors, LLC | 3,985 | $576.3K | 0.02% | +12+0.3% | Added |
| Wilson & Boucher Capital Management, LLC | 3,982 | $575.8K | 0.34% | −183−4.4% | Reduced |
| Waddell & Associates, LLC | 3,970 | $574.1K | 0.03% | +200+5.3% | Added |
| Chicago Trust Co NA | 3,954 | $571.8K | 0.08% | +1,089+38.0% | Added |
| Bull Harbor Capital LLC | 3,953 | $571.6K | 0.11% | +268+7.3% | Added |
| Barrett & Company, Inc. | 3,920 | $566.9K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,913 | $565.8K | 0.06% | +217+5.9% | Added |
| South Shore Capital Advisors | 3,900 | $564.0K | 0.38% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,900 | $564.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Laidlaw Wealth Management LLC | 3,885 | $561.8K | 1.60% | +1,427+58.1% | Added |
| Werba Rubin Papier Wealth Management | 3,877 | $560.7K | 0.07% | +61+1.6% | Added |
| Revisor Wealth Management LLC | 3,872 | $559.9K | 0.13% | −186−4.6% | Reduced |
| Oxford Asset Management LLP | 3,845 | $556.0K | 0.27% | +3,845 | New |
| Boston Trust Walden Corp | 3,844 | $555.9K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,813 | $551.4K | 0.04% | +3,813 | New |
| PCM Encore, LLC | 3,797 | $549.1K | 0.10% | −168−4.2% | Reduced |
| Keyvantage Wealth, LLC | 3,789 | $547.9K | 0.21% | −14−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,784 | $547.0K | 0.02% | −1,600−29.7% | Reduced |
| FORA Capital, LLC | 3,781 | $546.6K | 0.04% | +3,781 | New |
| Avidian Wealth Solutions, LLC | 3,758 | $543.5K | 0.02% | +395+11.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,751 | $542.4K | 0.03% | +69+1.9% | Added |
| Miracle Mile Advisors, LLC | 3,743 | $541.3K | 0.01% | +242+6.9% | Added |
| Sentinus, LLC | 3,740 | $540.8K | 0.04% | −475−11.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,740 | $540.8K | 0.07% | −6−0.2% | Reduced |
| Oslo Pensjonsforsikring AS | 3,727 | $539.0K | 0.06% | −717−16.1% | Reduced |
| Haverford Trust Co | 3,720 | $537.9K | 0.00% | −119−3.1% | Reduced |
| Aprio Wealth Management, LLC | 3,713 | $536.9K | 0.03% | −412−10.0% | Reduced |
| Troutman Wealth Management, LLC | 3,709 | $536.3K | 0.41% | +15+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 3,706 | $535.9K | 0.12% | −482−11.5% | Reduced |
| KCM Investment Advisors LLC | 3,702 | $535.3K | 0.02% | −7−0.2% | Reduced |
| Welch Capital Partners LLC | 3,701 | $535.0K | 0.10% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,696 | $534.5K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,692 | $533.9K | 0.01% | +1,128+44.0% | Added |
| Peddock Capital Advisors, LLC | 3,690 | $533.6K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,686 | $533.0K | 0.03% | −17,234−82.4% | Reduced |
| Sage Investment Advisers LLC | 3,651 | $528.0K | 0.36% | −36−1.0% | Reduced |
| Brendel Financial Advisors LLC | 3,649 | $527.7K | 0.24% | +5+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,647 | $527.4K | 0.05% | +212+6.2% | Added |
| Perpetual Ltd | 3,645 | $527.1K | 0.01% | −232−6.0% | Reduced |
| TritonPoint Partners, LLC | 3,626 | $524.3K | 0.04% | +3,626 | New |
| Evolve Private Wealth, LLC | 3,609 | $521.8K | 0.03% | −2,080−36.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,605 | $521.3K | 0.03% | +34+1.0% | Added |
| Templeton & Phillips Capital Management, LLC | 3,601 | $520.7K | 0.38% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,691 | $519.7K | 0.03% | −4−0.1% | Reduced |
| KC Investment Advisors, LLC | 3,586 | $518.6K | 0.10% | +3,586 | New |
| Mutual Advisors, LLC | 3,559 | $514.7K | 0.01% | +376+11.8% | Added |
| Integrated Advisors Network LLC | 3,540 | $512.0K | 0.02% | +711+25.1% | Added |
| MONECO Advisors, LLC | 3,536 | $511.3K | 0.03% | +98+2.9% | Added |
| Laraway Financial Inc | 3,526 | $509.9K | 0.31% | 00.0% | Unchanged |
| Hudock, Inc. | 3,524 | $509.7K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,517 | $508.6K | 0.02% | +362+11.5% | Added |
| 111 Capital | 3,507 | $507.1K | 0.09% | +276+8.5% | Added |
| Stronghold Wealth Management L.L.C. | 3,506 | $507.0K | 0.68% | −413−10.5% | Reduced |
| Klingenstein Fields & Co LP | 3,501 | $506.3K | 0.02% | −18−0.5% | Reduced |
| LM Advisors LLC | 3,496 | $506.0K | 0.06% | +3,081+742.4% | Added |
| Fragasso Group Inc. | 3,482 | $503.6K | 0.03% | +167+5.0% | Added |