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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 3,428 | $502.6K | 0.03% | −13−0.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,468 | $501.5K | 0.10% | +36+1.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,454 | $499.5K | 0.28% | +3,454 | New |
| Ameritas Advisory Services, LLC | 3,448 | $498.6K | 0.01% | +1,012+41.5% | Added |
| Relyea Zuckerberg Hanson LLC | 3,439 | $497.4K | 0.04% | +167+5.1% | Added |
| Parcion Private Wealth LLC | 3,427 | $495.6K | 0.03% | +57+1.7% | Added |
| Cambria Investment Management, L.P. | 3,413 | $493.6K | 0.02% | +3,413 | New |
| JMN Financial LLC | 3,408 | $492.8K | 0.38% | +76+2.3% | Added |
| Mystic Asset Management, Inc. | 3,403 | $492.1K | 0.11% | −20−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 3,395 | $491.0K | 0.01% | +243+7.7% | Added |
| Tritonpoint Wealth, LLC | 3,389 | $490.0K | 0.05% | −206−5.7% | Reduced |
| Howard Capital Management Group, LLC | 3,387 | $489.8K | 0.03% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,381 | $488.9K | 0.32% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 4,112 | $487.8K | 0.35% | −101−2.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,365 | $486.6K | 0.10% | +165+5.2% | Added |
| Steel Peak Wealth Management LLC | 3,360 | $485.9K | 0.01% | −53−1.6% | Reduced |
| Breakwater Capital Group | 3,354 | $485.0K | 0.06% | +8+0.2% | Added |
| Fairview Capital Investment Management, LLC | 3,353 | $484.9K | 0.03% | +139+4.3% | Added |
| Ignite Planners, LLC | 3,342 | $483.3K | 0.07% | +234+7.5% | Added |
| Simon Quick Advisors, LLC | 3,339 | $482.9K | 0.02% | +522+18.5% | Added |
| Sovran Advisors, LLC | 3,086 | $482.9K | 0.04% | −1,329−30.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,338 | $482.7K | 0.03% | −225−6.3% | Reduced |
| AlTi Global, Inc. | 3,333 | $482.0K | 0.01% | +174+5.5% | Added |
| Davis R M Inc | 3,330 | $481.6K | 0.01% | −141−4.1% | Reduced |
| SmartHarvest Portfolios, LLC | 3,316 | $479.5K | 0.16% | +818+32.7% | Added |
| Kennebec Savings Bank | 3,315 | $479.4K | 0.38% | +100+3.1% | Added |
| Advus Financial Partners, LLC | 3,306 | $478.1K | 0.11% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,301 | $477.4K | 0.09% | +1,220+58.6% | Added |
| Almitas Capital LLC | 3,300 | $477.2K | 0.11% | +3,300 | New |
| Stablepoint Partners, LLC | 3,298 | $476.9K | 0.07% | +175+5.6% | Added |
| Syverson Strege & Co | 3,296 | $476.6K | 0.10% | −114−3.3% | Reduced |
| Transcendent Capital Group LLC | 3,280 | $474.3K | 0.18% | +3,280 | New |
| Granite Bay Wealth Management, LLC | 3,279 | $474.0K | 0.04% | +3,279 | New |
| Everpar Advisors LLC | 3,269 | $472.7K | 0.13% | +255+8.5% | Added |
| JNBA Financial Advisors | 3,255 | $470.6K | 0.04% | −86−2.6% | Reduced |
| Stock Yards Bank & Trust Co | 3,240 | $468.5K | 0.01% | +383+13.4% | Added |
| Cornerstone Wealth Group, LLC | 3,239 | $468.4K | 0.03% | +479+17.4% | Added |
| Landscape Capital Management, L.L.C. | 3,208 | $463.9K | 0.03% | +3,208 | New |
| Rice Partnership, LLC | 3,200 | $462.8K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,199 | $462.6K | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,184 | $460.4K | 0.06% | +10+0.3% | Added |
| Essex Savings Bank | 3,182 | $460.1K | 0.10% | −33−1.0% | Reduced |
| Interchange Capital Partners, LLC | 3,167 | $458.0K | 0.09% | +241+8.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $456.1K | 0.09% | 00.0% | Unchanged |
| Matisse Capital | 3,145 | $454.8K | 0.18% | +205+7.0% | Added |
| Marco Investment Management LLC | 3,127 | $452.2K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 3,121 | $451.3K | 0.04% | −213−6.4% | Reduced |
| Soltis Investment Advisors LLC | 3,119 | $451.0K | 0.03% | +316+11.3% | Added |
| Roundview Capital LLC | 3,118 | $450.9K | 0.02% | +109+3.6% | Added |
| Richard W. Paul & Associates, LLC | 3,112 | $450.0K | 0.14% | −584−15.8% | Reduced |
| Battery Global Advisors, LLC | 3,112 | $450.0K | 0.23% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,111 | $449.9K | 0.12% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,821 | $449.8K | 0.18% | −235−7.7% | Reduced |
| One Wealth Advisors, LLC | 3,110 | $449.7K | 0.05% | −90−2.8% | Reduced |
| Advisor OS, LLC | 3,106 | $449.2K | 0.03% | −148−4.5% | Reduced |
| Gilpin Wealth Management, LLC | 3,098 | $448.0K | 0.31% | −25−0.8% | Reduced |
| Voleon Capital Management LP | 3,095 | $447.6K | 0.01% | +97+3.2% | Added |
| Balboa Wealth Partners | 3,085 | $446.1K | 0.06% | −51−1.6% | Reduced |
| Heritage Trust Co | 3,073 | $444.4K | 0.04% | −341−10.0% | Reduced |
| Petros Family Wealth, LLC | 3,072 | $444.2K | 0.27% | −183−5.6% | Reduced |
| Regatta Capital Group, LLC | 3,069 | $443.8K | 0.06% | −13−0.4% | Reduced |
| Trust Co of Toledo NA | 3,044 | $440.2K | 0.04% | +231+8.2% | Added |
| St Germain D J Co Inc | 3,040 | $439.6K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,039 | $439.5K | 0.04% | +3,039 | New |
| Pure Financial Advisors, Inc. | 3,036 | $439.0K | 0.01% | +102+3.5% | Added |
| Parkside Financial Bank & Trust | 3,032 | $438.5K | 0.03% | +115+3.9% | Added |
| Oliver Luxxe Assets LLC | 3,028 | $437.9K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,021 | $436.9K | 0.03% | −590−16.3% | Reduced |
| Bullock Wealth Management Group | 2,974 | $434.3K | 0.19% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,001 | $434.0K | 0.10% | +3,001 | New |
| Pavaki Capital Management LLC | 3,000 | $433.8K | 0.25% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,992 | $432.7K | 0.02% | −240−7.4% | Reduced |
| HBK Sorce Advisory LLC | 2,725 | $432.5K | 0.01% | −166−5.7% | Reduced |
| Anchyra Partners LLC | 2,987 | $431.9K | 0.10% | +127+4.4% | Added |
| North Star Investment Management Corp. | 2,982 | $431.2K | 0.02% | +7+0.2% | Added |
| Spinnaker Trust | 2,981 | $431.1K | 0.02% | +24+0.8% | Added |
| PCB Capital LLC | 2,981 | $431.0K | 0.52% | +73+2.5% | Added |
| Ledyard National Bank | 2,965 | $428.8K | 0.03% | +8+0.3% | Added |
| Groupe la Francaise | 2,956 | $427.5K | 0.01% | −279−8.6% | Reduced |
| Peck Wealth Management, LLC | 2,954 | $427.2K | 0.36% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,943 | $425.6K | 0.06% | +297+11.2% | Added |
| Level Four Advisory Services, LLC | 2,937 | $424.7K | 0.01% | −266−8.3% | Reduced |
| Hengehold Capital Management LLC | 2,933 | $424.1K | 0.03% | +10+0.3% | Added |
| J. Team Financial, Inc. | 2,910 | $420.8K | 0.41% | +13+0.4% | Added |
| Columbus Macro, LLC | 2,910 | $420.8K | 0.04% | −381−11.6% | Reduced |
| Insigneo Advisory Services, LLC | 2,901 | $419.5K | 0.02% | −329−10.2% | Reduced |
| NCM Capital Management, LLC | 2,898 | $419.1K | 0.13% | +984+51.4% | Added |
| Means Investment Co., Inc. | 2,886 | $417.4K | 0.03% | −19−0.7% | Reduced |
| Linscomb & Williams, Inc. | 2,868 | $414.8K | 0.02% | −125−4.2% | Reduced |
| Summit Wealth Group LLC | 2,866 | $414.5K | 0.03% | +2,866 | New |
| Tiemann Investment Advisors, LLC | 2,865 | $414.3K | 0.15% | −420−12.8% | Reduced |
| Capital Investment Advisors, LLC | 2,864 | $414.1K | 0.01% | +63+2.2% | Added |
| Brooktree Capital Management | 2,860 | $413.6K | 0.27% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,633 | $411.3K | 0.02% | +2,633 | New |
| Wescott Financial Advisory Group, LLC | 2,833 | $409.7K | 0.03% | +14+0.5% | Added |
| Range Advisory, LLC | 2,830 | $409.3K | 0.05% | +423+17.6% | Added |
| Southeast Asset Advisors Inc. | 2,824 | $408.4K | 0.04% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,796 | $408.3K | 0.01% | +480+20.7% | Added |
| Richardson Financial Services Inc. | 2,815 | $407.1K | 0.23% | +2,434+638.8% | Added |
| MinichMacGregor Wealth Management, LLC | 2,811 | $406.5K | 0.06% | −201−6.7% | Reduced |