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
Q3 2026 data is still coming in: 4 institutions have reported holding BNY so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 2,271 | $328.4K | 0.15% | +41+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,265 | $328.0K | 0.08% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 2,260 | $326.8K | 0.08% | −50−2.2% | Reduced |
| Johnson Financial Group, LLC | 2,233 | $322.9K | 0.02% | +2,233 | New |
| JGP Wealth Management, LLC | 2,232 | $322.8K | 0.03% | +104+4.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,022 | $321.0K | 0.19% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,203 | $319.0K | 0.04% | +2,203 | New |
| Insight Inv LLC | 2,205 | $318.9K | 0.15% | −56−2.5% | Reduced |
| Thrive Wealth Management, LLC | 2,201 | $318.2K | 0.04% | −112−4.8% | Reduced |
| Fire Capital Management LLC | 2,200 | $318.1K | 0.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,199 | $318.0K | 0.00% | −27−1.2% | Reduced |
| Quantessence Capital LLC | 2,198 | $317.9K | 0.94% | +2,198 | New |
| HORAN Wealth, LLC | 2,185 | $316.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,184 | $315.8K | 0.04% | +78+3.7% | Added |
| Flagship Harbor Advisors, LLC | 2,182 | $315.6K | 0.01% | 00.0% | Unchanged |
| Networth Advisors, LLC | 2,176 | $314.7K | 0.18% | 00.0% | Unchanged |
| Quarry LP | 2,174 | $314.4K | 0.05% | +2,174 | New |
| Magnus Financial Group LLC | 2,172 | $314.1K | 0.02% | +116+5.6% | Added |
| Rosenberg Matthew Hamilton | 2,157 | $311.9K | 0.06% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,150 | $310.9K | 0.20% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,143 | $309.9K | 0.10% | +10.0% | Added |
| Venture Visionary Partners LLC | 2,141 | $309.7K | 0.01% | +122+6.0% | Added |
| Whalen Wealth Management Inc. | 2,140 | $309.5K | 0.14% | +2,140 | New |
| Founders Financial Alliance, LLC | 2,132 | $308.4K | 0.04% | +99+4.9% | Added |
| CVA Family Office, LLC | 2,130 | $308.0K | 0.03% | −26−1.2% | Reduced |
| Beaton Management Co. Inc. | 2,125 | $307.0K | 0.13% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 2,122 | $306.9K | 0.10% | +8+0.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,122 | $306.9K | 0.04% | +1,272+149.6% | Added |
| Farmers & Merchants Investments Inc | 2,121 | $306.7K | 0.01% | +200+10.4% | Added |
| Income Insurance Ltd | 2,117 | $306.1K | 0.18% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,116 | $306.0K | 0.02% | −24−1.1% | Reduced |
| Plimoth Trust Co LLC | 2,110 | $305.1K | 0.06% | −15−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,109 | $305.0K | 0.01% | −84−3.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,106 | $304.6K | 0.03% | −102−4.6% | Reduced |
| Five Oceans Advisors | 2,103 | $304.1K | 0.10% | −10.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,100 | $303.7K | 0.05% | +2,100 | New |
| Axxion S.A. | 2,100 | $303.7K | 0.02% | +2,100 | New |
| City State Bank | 2,099 | $303.5K | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,091 | $302.4K | 0.01% | +122+6.2% | Added |
| Van Diest Capital, LLC | 2,090 | $302.3K | 0.27% | −2,942−58.5% | Reduced |
| Catalyst Financial Partners LLC | 2,077 | $300.4K | 0.03% | −2,031−49.4% | Reduced |
| Cooper Capital Advisors LLC | 2,077 | $300.3K | 0.13% | +2+0.1% | Added |
| Gateway Wealth Partners, LLC | 2,070 | $299.4K | 0.02% | −510−19.8% | Reduced |
| Axiom Investment Management LLC | 2,064 | $298.5K | 0.20% | +1,164+129.3% | Added |
| Capital Investment Advisory Services, LLC | 2,059 | $297.8K | 0.02% | +19+0.9% | Added |
| 3Chopt Investment Partners, LLC | 2,058 | $297.6K | 0.06% | +2,058 | New |
| Aviance Capital Partners, LLC | 2,053 | $296.9K | 0.03% | 00.0% | Unchanged |
| Dorato Capital Management | 1,950 | $296.2K | 0.20% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,040 | $295.0K | 0.10% | +187+10.1% | Added |
| Lincoln Capital Corp | 2,037 | $294.6K | 0.10% | +8+0.4% | Added |
| Colonial Trust Co | 2,026 | $293.0K | 0.04% | −50−2.4% | Reduced |
| Braun-Bostich & Associates Inc. | 2,023 | $292.5K | 0.16% | −132−6.1% | Reduced |
| JT Stratford LLC | 2,023 | $292.5K | 0.03% | −3−0.1% | Reduced |
| Arvest Bank Trust Division | 2,020 | $292.1K | 0.01% | −19−0.9% | Reduced |
| Indivisible Partners | 2,020 | $292.1K | 0.02% | +2,020 | New |
| Vision Financial Markets LLC | 2,000 | $292.0K | 0.25% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,000 | $292.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $292.0K | 0.05% | 00.0% | Unchanged |
| Vigilare Wealth Management | 2,013 | $291.1K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,004 | $289.9K | 0.03% | −30−1.5% | Reduced |
| Advisortrust Partners, LLC | 2,004 | $289.8K | 0.10% | 00.0% | Unchanged |
| Santori & Peters | 2,004 | $289.8K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 2,003 | $289.6K | 0.05% | −67−3.2% | Reduced |
| Cadinha & Co LLC | 2,000 | $289.2K | 0.04% | 00.0% | Unchanged |
| Kidder Stephen W | 2,000 | $289.2K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $289.2K | 0.05% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 2,000 | $289.2K | 0.11% | 00.0% | Unchanged |
| Emissary Wealth LLC | 1,978 | $286.0K | 0.22% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,971 | $285.0K | 0.04% | −91−4.4% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,967 | $284.5K | 0.10% | +1,967 | New |
| REAP Financial Group, LLC | 1,961 | $283.6K | 0.05% | −169−7.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,959 | $283.3K | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,955 | $282.7K | 0.01% | +1,955 | New |
| KFA Private Wealth Group, LLC | 1,953 | $282.5K | 0.07% | +6+0.3% | Added |
| Planning Alternatives Ltd | 1,953 | $282.4K | 0.03% | +1,953 | New |
| Greenspring Advisors, LLC | 1,949 | $281.8K | 0.02% | +36+1.9% | Added |
| Tyche Wealth Partners LLC | 1,946 | $281.4K | 0.04% | +121+6.6% | Added |
| Quadcap Wealth Management, LLC | 1,938 | $280.3K | 0.03% | +165+9.3% | Added |
| Wayfinding Financial, LLC | 1,937 | $280.0K | 0.11% | −4−0.2% | Reduced |
| OMNI 360 Wealth, Inc. | 1,936 | $280.0K | 0.13% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,927 | $278.6K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,924 | $278.2K | 0.09% | −336−14.9% | Reduced |
| NorthRock Partners, LLC | 1,920 | $277.7K | 0.00% | +1,920 | New |
| Leigh Baldwin & Co., LLC | 1,916 | $277.0K | 0.15% | −36−1.8% | Reduced |
| Wilkins Miller Wealth Management, LLC | 1,914 | $276.8K | 0.15% | −18−0.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,914 | $276.8K | 0.03% | +12+0.6% | Added |
| 55 North Private Wealth, LLC | 1,913 | $276.7K | 0.05% | +1,913 | New |
| Hutchinson Capital Management | 1,902 | $275.0K | 0.05% | +13+0.7% | Added |
| Washington Trust Advisors, Inc. | 1,897 | $274.3K | 0.02% | −575−23.3% | Reduced |
| Strategic Financial Services, Inc, | 1,897 | $274.3K | 0.01% | +55+3.0% | Added |
| Investors Research Corp | 1,894 | $273.9K | 0.05% | −32−1.7% | Reduced |
| Chesley Taft & Associates LLC | 1,890 | $273.3K | 0.01% | +1,890 | New |
| Concentrum Wealth Management | 1,890 | $273.3K | 0.07% | +1,890 | New |
| GTS Securities LLC | 1,886 | $272.7K | 0.01% | −5,261−73.6% | Reduced |
| Woodside Wealth Management LLC | 1,886 | $272.7K | 0.19% | −1−0.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 1,886 | $272.7K | 0.08% | 00.0% | Unchanged |
| Creekside Partners | 1,886 | $272.7K | 0.10% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 1,885 | $272.6K | 0.03% | −325−14.7% | Reduced |
| Onefund, LLC | 1,871 | $270.6K | 0.15% | −43−2.2% | Reduced |
| Marshall Financial Group LLC | 1,867 | $270.0K | 0.04% | 00.0% | Unchanged |