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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 1,866 | $269.8K | 0.01% | −19−1.0% | Reduced |
| Thomasville National Bank | 1,857 | $268.5K | 0.01% | +1,857 | New |
| Detalus Advisors, LLC | 1,847 | $267.1K | 0.05% | −58−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,837 | $265.7K | 0.00% | −558−23.3% | Reduced |
| American Trust | 1,831 | $264.8K | 0.02% | −540−22.8% | Reduced |
| Occidental Asset Management, LLC | 1,826 | $264.1K | 0.03% | +61+3.5% | Added |
| HBW Advisory Services LLC | 1,825 | $264.0K | 0.02% | −1,906−51.1% | Reduced |
| City Holding Co | 1,823 | $263.6K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,820 | $263.2K | 0.01% | −148−7.5% | Reduced |
| Landaas & Co | 1,811 | $261.9K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,810 | $261.7K | 0.08% | +67+3.8% | Added |
| BKM Wealth Management, LLC | 1,809 | $261.6K | 0.09% | −161−8.2% | Reduced |
| Cetera Trust Company, N.A | 1,805 | $261.0K | 0.13% | −50−2.7% | Reduced |
| Childress Capital Advisors, LLC | 1,805 | $260.9K | 0.04% | +1,805 | New |
| Evermay Wealth Management LLC | 1,797 | $259.9K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,788 | $258.6K | 0.01% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,787 | $258.4K | 0.10% | +41+2.3% | Added |
| Gryphon Financial Partners LLC | 1,778 | $257.1K | 0.02% | +1,778 | New |
| Jacobi Capital Management LLC | 1,770 | $255.9K | 0.01% | +6+0.3% | Added |
| Basecamp Wealth Advisors LLC | 1,767 | $255.5K | 0.05% | −48−2.6% | Reduced |
| Symmetry Partners, LLC | 1,767 | $255.5K | 0.01% | +69+4.1% | Added |
| Traveka Wealth, LLC | 1,752 | $253.4K | 0.08% | +16+0.9% | Added |
| Paragon Private Wealth Management, LLC | 1,746 | $252.4K | 0.07% | +15+0.9% | Added |
| Spinnaker Investment Group, LLC | 1,741 | $251.8K | 0.04% | +1,741 | New |
| Cooper Financial Group | 1,738 | $251.3K | 0.02% | −51−2.9% | Reduced |
| B&L Asset Management LLC | 1,725 | $249.5K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,723 | $249.2K | 0.02% | +1,723 | New |
| Hall Laurie J Trustee | 1,720 | $248.7K | 0.08% | −75−4.2% | Reduced |
| Seven Mile Advisory | 1,719 | $248.6K | 0.17% | −305−15.1% | Reduced |
| Greenfield Savings Bank | 1,703 | $246.3K | 0.09% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 1,700 | $245.8K | 0.08% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $245.8K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,700 | $245.8K | 0.10% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 1,700 | $245.8K | 0.10% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,698 | $245.5K | 0.05% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,685 | $243.7K | 0.11% | +209+14.2% | Added |
| Financial Advisory Service, Inc. | 1,683 | $243.3K | 0.01% | +1,683 | New |
| Unify Financial Advisors | 1,680 | $242.9K | 0.22% | +1,680 | New |
| Knightsbridge Asset Management, LLC | 1,677 | $242.4K | 0.03% | +1,677 | New |
| Canal Capital Management, LLC | 1,671 | $241.6K | 0.03% | +1,671 | New |
| Satovsky Asset Management LLC | 1,670 | $241.5K | 0.04% | +1,670 | New |
| Wick Capital Partners, LLC | 1,662 | $240.4K | 0.04% | +1,662 | New |
| Muirfield Wealth Advisors LLC | 1,659 | $239.9K | 0.16% | +1,659 | New |
| Signature Resources Capital Management, LLC | 1,651 | $238.8K | 0.09% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,643 | $237.6K | 0.12% | +1,643 | New |
| Investment Advisory Group, LLC | 1,629 | $235.6K | 0.05% | +1,629 | New |
| Fell Capital Management | 1,625 | $235.0K | 0.20% | −175−9.7% | Reduced |
| KLCM Advisors, Inc. | 1,622 | $234.6K | 0.02% | +1,622 | New |
| Laffer Tengler Investments | 1,620 | $234.3K | 0.03% | +1,620 | New |
| American Financial & Tax Strategies Inc | 1,618 | $234.0K | 0.11% | +1,618 | New |
| Novem Group | 1,615 | $233.6K | 0.02% | −850−34.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $233.5K | 0.06% | 0 | New |
| First Bank & Trust | 1,611 | $233.0K | 0.03% | +1,611 | New |
| Intellectus Partners, LLC | 1,602 | $231.7K | 0.04% | +1,602 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,600 | $231.4K | 0.09% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,600 | $231.4K | 0.01% | +1,600 | New |
| Westbourne Investments, Inc. | 1,600 | $231.4K | 0.09% | +1,600 | New |
| Long Road Investment Counsel, LLC | 1,600 | $231.4K | 0.09% | +1,600 | New |
| North Dallas Bank & Trust Co | 1,595 | $230.7K | 0.14% | +1,595 | New |
| Genesis Private Wealth, LLC | 1,593 | $230.4K | 0.06% | +1,593 | New |
| Evergreen Wealth Solutions, LLC | 1,414 | $229.4K | 0.01% | +1,414 | New |
| Torray LLC | 1,584 | $229.1K | 0.03% | +1,584 | New |
| D.B. Root & Company, LLC | 1,578 | $228.2K | 0.05% | −1,852−54.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,572 | $227.3K | 0.01% | +1,572 | New |
| JM2 Capital Inc. | 1,568 | $226.7K | 0.16% | +1,568 | New |
| Graves-Light Private Wealth Management, Inc. | 1,566 | $226.5K | 0.02% | +1,566 | New |
| Hexagon Capital Partners LLC | 1,565 | $226.3K | 0.03% | +1,565 | New |
| Romano Brothers and Company | 1,561 | $225.7K | 0.02% | +1,561 | New |
| Tompkins Financial Corp | 1,559 | $225.4K | 0.02% | +95+6.5% | Added |
| Values Added Financial LLC | 1,558 | $225.3K | 0.08% | +1,558 | New |
| Victory Financial Group, LLC | 1,556 | $225.0K | 0.02% | +1,556 | New |
| Schnieders Capital Management, LLC. | 1,546 | $223.6K | 0.03% | +1,546 | New |
| Markowski Investments | 1,545 | $223.4K | 0.05% | +1,545 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,559 | $223.3K | 0.01% | +1,559 | New |
| Norway Savings Bank | 1,542 | $223.0K | 0.09% | +1,542 | New |
| Legacy Edge Advisors, LLC | 1,542 | $223.0K | 0.02% | +1,542 | New |
| Ponta Wealth Partners, LLC | 1,534 | $221.8K | 0.12% | +1,534 | New |
| Merrithew & Thorsten Inc | 1,524 | $220.0K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,519 | $219.7K | 0.00% | +1,519 | New |
| Oregon Pacific Wealth Management, LLC | 1,517 | $219.4K | 0.21% | +1,517 | New |
| MBL Wealth, LLC | 1,515 | $219.1K | 0.01% | +1,515 | New |
| Prosperity Bancshares Inc | 1,515 | $219.1K | 0.14% | +105+7.4% | Added |
| Community Bank & Trust, Waco, Texas | 1,516 | $219.0K | 0.04% | +1,516 | New |
| SeaBridge Investment Advisors LLC | 1,510 | $218.4K | 0.03% | +1,510 | New |
| Ruggiero Investments, Inc. | 1,509 | $218.2K | 0.19% | +1,509 | New |
| BIP Wealth, LLC | 1,506 | $217.8K | 0.01% | +1,506 | New |
| Keudell/Morrison Wealth Management | 1,505 | $217.6K | 0.04% | +1,505 | New |
| LeConte Wealth Management, LLC | 1,504 | $217.5K | 0.12% | +1,504 | New |
| Clearwave Capital, LLC | 1,503 | $217.3K | 0.12% | +1,503 | New |
| Papp L Roy & Associates | 1,500 | $216.9K | 0.02% | −500−25.0% | Reduced |
| Pacific Sun Financial Corp | 1,500 | $216.9K | 0.09% | +1,500 | New |
| Mitchell Capital Management Co | 1,500 | $216.9K | 0.03% | +1,500 | New |
| First National Bank of Hutchinson | 1,500 | $216.9K | 0.12% | +1,500 | New |
| SOA Wealth Advisors, LLC. | 7,037 | $216.6K | 0.04% | −748−9.6% | Reduced |
| Investment Research Partners LLC | 1,490 | $215.5K | 0.07% | +1,490 | New |
| Crusonia Wealth Advisors LLC | 1,489 | $215.4K | 0.04% | +1,489 | New |
| Rockline Wealth Management, LLC | 1,487 | $215.0K | 0.04% | −244−14.1% | Reduced |
| Hudson Capital Management LLC | 1,486 | $214.9K | 0.05% | +1,486 | New |
| Measured Wealth Private Client Group, LLC | 1,482 | $214.3K | 0.05% | −1−0.1% | Reduced |
| Allied Investment Advisors, LLC | 1,480 | $214.0K | 0.03% | +1,480 | New |