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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 2,803 | $405.4K | 0.03% | +2+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,800 | $404.9K | 0.08% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,800 | $404.9K | 0.09% | +2,800 | New |
| Mirova | 2,798 | $404.6K | 0.01% | +155+5.9% | Added |
| Retirement Planning Group | 2,775 | $401.3K | 0.01% | −175−5.9% | Reduced |
| Continuum Advisory, LLC | 2,764 | $399.7K | 0.03% | +2,764 | New |
| Chemistry Wealth Management LLC | 2,762 | $399.4K | 0.06% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,757 | $398.7K | 0.01% | +136+5.2% | Added |
| Revolve Wealth Partners, LLC | 2,754 | $398.3K | 0.04% | +183+7.1% | Added |
| Fiduciary Financial Group, LLC | 2,751 | $397.8K | 0.05% | +146+5.6% | Added |
| Stockman Wealth Management, Inc. | 2,750 | $397.7K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,748 | $397.4K | 0.00% | +777+39.4% | Added |
| Clear Wave Wealth Management LLC | 2,744 | $396.8K | 0.09% | +57+2.1% | Added |
| Destination Wealth Management | 2,739 | $396.2K | 0.01% | +493+22.0% | Added |
| Tower Trust & Investment Co | 2,739 | $396.1K | 0.24% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,733 | $395.2K | 0.02% | +163+6.3% | Added |
| Fortune Financial Advisors, LLC | 2,700 | $390.4K | 0.17% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,687 | $389.0K | 0.12% | −823−23.4% | Reduced |
| Crews Bank & Trust | 2,683 | $388.0K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 2,678 | $387.3K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,666 | $386.0K | 0.02% | −2,336−46.7% | Reduced |
| Stonebridge Capital Advisors LLC | 2,665 | $385.4K | 0.02% | +2,665 | New |
| Sage Capital Management, LLC | 2,661 | $385.0K | 0.15% | −74−2.7% | Reduced |
| First Long Island Investors, LLC | 2,662 | $385.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,657 | $384.2K | 0.03% | −112−4.0% | Reduced |
| SBI Securities Co., Ltd. | 2,657 | $384.2K | 0.01% | +185+7.5% | Added |
| Magnolia Capital Management Ltd | 2,657 | $384.0K | 0.26% | −7,482−73.8% | Reduced |
| ORG Wealth Partners, LLC | 2,647 | $382.8K | 0.06% | +645+32.2% | Added |
| Virtus ETF Advisers LLC | 2,643 | $382.2K | 0.15% | −55−2.0% | Reduced |
| Facet Wealth, Inc. | 2,643 | $382.2K | 0.01% | +949+56.0% | Added |
| DeDora Capital, Inc. | 2,639 | $381.6K | 0.08% | +13+0.5% | Added |
| WealthPoint Financial, LLC | 2,636 | $381.1K | 0.28% | −28−1.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,633 | $380.8K | 0.18% | +361+15.9% | Added |
| Optivise Advisory Services LLC | 2,630 | $380.4K | 0.19% | +370+16.4% | Added |
| Pettyjohn, Wood & White, Inc | 2,629 | $380.2K | 0.06% | +22+0.8% | Added |
| WoodTrust Financial Corp | 2,628 | $380.0K | 0.05% | +26+1.0% | Added |
| Calamos Wealth Management LLC | 2,626 | $379.7K | 0.01% | −564−17.7% | Reduced |
| Alta Advisers Ltd | 2,624 | $379.5K | 0.09% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,622 | $379.2K | 0.03% | +206+8.5% | Added |
| ODonnell Financial Services, LLC | 2,618 | $378.6K | 0.11% | +2,618 | New |
| Macroview Investment Management LLC | 2,613 | $377.9K | 0.23% | −28−1.1% | Reduced |
| Wealth Management Strategies, Inc. | 2,602 | $376.3K | 0.15% | +10+0.4% | Added |
| Zhang Financial LLC | 2,594 | $375.1K | 0.01% | −4−0.2% | Reduced |
| E Fund Management Co., Ltd. | 2,587 | $374.1K | 0.01% | −54−2.0% | Reduced |
| Verity Asset Management, Inc. | 2,586 | $374.0K | 0.14% | −325−11.2% | Reduced |
| Wealth Management Associates, Inc. | 2,578 | $372.8K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,575 | $372.4K | 0.09% | +2,575 | New |
| Sagewood Asset Management LP | 2,570 | $371.6K | 0.08% | +484+23.2% | Added |
| Titleist Asset Management, LLC | 2,555 | $369.5K | 0.02% | +627+32.5% | Added |
| Henson-Edgewater Management, LLC | 2,268 | $369.5K | 0.19% | 00.0% | Unchanged |
| American Money Management, LLC | 2,553 | $369.2K | 0.05% | +4+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,550 | $368.8K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,549 | $368.6K | 0.04% | −236−8.5% | Reduced |
| Smith, Moore & Co. | 2,539 | $367.2K | 0.02% | −96−3.6% | Reduced |
| West Family Investments, Inc. | 2,525 | $365.1K | 0.11% | +2,525 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,518 | $364.2K | 0.01% | +112+4.7% | Added |
| Oberweis Asset Management Inc | 2,511 | $363.1K | 0.01% | +10.0% | Added |
| Plancorp, LLC | 2,393 | $362.0K | 0.01% | +25+1.1% | Added |
| Chemung Canal Trust Co | 2,493 | $360.5K | 0.07% | −101−3.9% | Reduced |
| Summitry LLC | 2,485 | $359.4K | 0.01% | +2,485 | New |
| Root Financial Partners, LLC | 2,482 | $358.9K | 0.01% | +227+10.1% | Added |
| McAdam, LLC | 2,470 | $357.2K | 0.01% | +111+4.7% | Added |
| Mitchell Sinkler & Starr | 2,460 | $355.7K | 0.15% | +2,460 | New |
| Great Valley Advisor Group, Inc. | 2,452 | $354.9K | 0.01% | +13+0.5% | Added |
| NBH Bank | 2,451 | $354.4K | 0.15% | +2,451 | New |
| Eagle Bluffs Wealth Management LLC | 2,450 | $354.3K | 0.12% | +150+6.5% | Added |
| W Advisors, LLC | 2,444 | $353.4K | 0.16% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,436 | $352.3K | 0.02% | +47+2.0% | Added |
| Maxele Advisors, LLC | 2,422 | $350.2K | 0.24% | +2,422 | New |
| SlateStone Wealth, LLC | 2,422 | $350.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,413 | $348.9K | 0.05% | −142−5.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,406 | $347.9K | 0.21% | −131−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,405 | $347.8K | 0.01% | +174+7.8% | Added |
| Compass Wealth Management LLC | 2,400 | $347.1K | 0.07% | +2,400 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $346.8K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,397 | $346.6K | 0.01% | +2,397 | New |
| Vantus Wealth LLC | 2,383 | $344.6K | 0.18% | +2,383 | New |
| AlphaCentric Advisors LLC | 2,382 | $344.5K | 0.29% | +134+6.0% | Added |
| CRA Financial Services, LLC | 2,377 | $343.7K | 0.04% | +36+1.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,365 | $341.9K | 0.20% | 00.0% | Unchanged |
| Rockland Trust Co | 2,362 | $341.6K | 0.01% | −142−5.7% | Reduced |
| Sym Financial Corp | 2,360 | $341.3K | 0.03% | −233−9.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,359 | $341.1K | 0.00% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,353 | $340.3K | 0.19% | +32+1.4% | Added |
| Busey Wealth Management | 2,346 | $339.3K | 0.01% | −628−21.1% | Reduced |
| Foster & Motley Inc | 2,342 | $339.0K | 0.02% | +2,342 | New |
| TRB Wealth Management, LLC | 2,335 | $337.7K | 0.04% | +75+3.3% | Added |
| First Growth Capital LLC | 2,330 | $336.9K | 0.26% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,324 | $336.1K | 0.07% | −13−0.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,311 | $334.2K | 0.07% | +2,311 | New |
| Maia Wealth LLC | 2,307 | $333.6K | 0.05% | −697−23.2% | Reduced |
| Adelphi Trust Co | 2,305 | $333.3K | 0.22% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,303 | $333.0K | 0.03% | +2,303 | New |
| Independent Financial Group, LLC | 2,302 | $332.9K | 0.01% | +282+14.0% | Added |
| Grove Bank & Trust | 2,287 | $330.7K | 0.03% | +4+0.2% | Added |
| Wellspring Financial Advisors, LLC | 2,283 | $330.1K | 0.02% | −628−21.6% | Reduced |
| Arsenal Capital Advisors LLC | 2,276 | $329.1K | 0.19% | −192−7.8% | Reduced |
| Stordahl Capital Management, Inc. | 2,276 | $329.1K | 0.06% | +31+1.4% | Added |
| TCI Wealth Advisors, Inc. | 2,275 | $329.0K | 0.01% | −79−3.4% | Reduced |
| Cypress Wealth Services, LLC | 2,273 | $328.7K | 0.04% | −165−6.8% | Reduced |