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: 9 institutions have reported holding BNY so far. See Q3 2026
- Institutional holders
- 1,885
- +140 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
- 230
- 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 |
|---|---|---|---|---|---|
| Maloon Powers Pitre Higgins & Dennehy, LLC | 1,480 | $214.0K | 0.07% | +1,480 | New |
| Security Financial Services, INC. | 1,479 | $213.9K | 0.03% | +1,479 | New |
| Avenir Corp | 1,477 | $213.6K | 0.03% | +1,477 | New |
| Americana Partners, LLC | 1,473 | $213.1K | 0.00% | +1,473 | New |
| Cary Street Partner Investment Advisory LLC | 1,469 | $212.4K | 0.04% | +202+15.9% | Added |
| Essential Partners LLC | 1,468 | $212.3K | 0.10% | −3,390−69.8% | Reduced |
| Yoder Wealth Management, Inc. | 1,467 | $212.1K | 0.08% | +1,467 | New |
| Alchemi Wealth, LLC | 1,463 | $211.6K | 0.10% | +1,463 | New |
| Plum Street Advisors, LLC | 1,460 | $211.1K | 0.07% | +1,460 | New |
| Northstar Financial Companies, Inc. | 1,460 | $211.1K | 0.14% | +1,460 | New |
| Flatrock Wealth Partners LLC | 1,459 | $211.0K | 0.08% | +1,459 | New |
| Fiducient Advisors LLC | 1,458 | $210.8K | 0.03% | +1,458 | New |
| Triumph Capital Management | 1,458 | $210.8K | 0.04% | +2+0.1% | Added |
| Avail Investment Partners, LLC | 1,457 | $210.7K | 0.16% | +1,457 | New |
| Aspiriant, LLC | 1,435 | $207.5K | 0.01% | +1,435 | New |
| Atwater Malick LLC | 1,432 | $207.1K | 0.05% | +1,432 | New |
| Mechanics Bank Trust Department | 1,425 | $206.1K | 0.03% | +1,425 | New |
| CogentBlue Wealth Advisors, LLC | 1,424 | $205.9K | 0.12% | +1,424 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,416 | $204.8K | 0.01% | −511−26.5% | Reduced |
| Fielder Capital Group LLC | 1,415 | $204.7K | 0.04% | +1,415 | New |
| Bouchey Financial Group Ltd | 1,415 | $204.6K | 0.01% | +1,415 | New |
| Red Wave Investments LLC | 1,413 | $204.3K | 0.05% | +1,413 | New |
| S&CO Inc | 1,408 | $203.0K | 0.01% | +1,408 | New |
| Denali Advisors LLC | 1,400 | $202.5K | 0.02% | −500−26.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,394 | $201.6K | 0.02% | +1,394 | New |
| Main Street Financial Solutions, LLC | 1,394 | $201.5K | 0.01% | +1,394 | New |
| Lakeshore Financial Planning, Inc. | 1,392 | $201.3K | 0.06% | +1,392 | New |
| Rowland & Co Investment Counsel | 1,378 | $199.3K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,370 | $198.1K | 0.00% | −289−17.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,321 | $191.0K | 0.02% | −8,097−86.0% | Reduced |
| Zions Bancorporation, National Association | 1,315 | $190.2K | 0.01% | −69−5.0% | Reduced |
| Peoples Financial Services Corp. | 1,310 | $189.4K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,292 | $186.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1,271 | $183.8K | 0.00% | +1,271 | New |
| Sarver Vrooman Wealth Advisors | 1,229 | $181.7K | 0.11% | −15−1.2% | Reduced |
| First Command Advisory Services, Inc. | 1,242 | $179.6K | 0.00% | +240+24.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,150 | $166.3K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,148 | $166.0K | 0.05% | +25+2.2% | Added |
| Swiss Re Ltd | 1,116 | $161.4K | 0.01% | +922+475.3% | Added |
| Gables Capital Management Inc. | 1,100 | $159.1K | 0.06% | 00.0% | Unchanged |
| SHP Wealth Management | 1,084 | $156.7K | 0.01% | +371+52.0% | Added |
| Bay Harbor Wealth Management, LLC | 1,064 | $153.9K | 0.04% | +52+5.1% | Added |
| Caldwell Trust Co | 1,060 | $153.3K | 0.01% | −75−6.6% | Reduced |
| Aventura Private Wealth, LLC | 1,030 | $148.9K | 0.05% | +341+49.5% | Added |
| PFS Partners, LLC | 1,022 | $147.8K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,003 | $145.0K | 0.09% | +86+9.4% | Added |
| CoreFirst Bank & Trust | 1,000 | $144.6K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $144.6K | 0.04% | +190+23.5% | Added |
| Harbor Capital Advisors, Inc. | 988 | $143.0K | 0.01% | −54−5.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 983 | $142.2K | 0.00% | −24,393−96.1% | Reduced |
| Princeton Global Asset Management LLC | 974 | $140.8K | 0.02% | +27+2.9% | Added |
| Vestor Capital, LLC | 6,719 | $139.0K | 0.01% | +6,172+1,128.3% | Added |
| South Plains Financial, Inc. | 948 | $137.1K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 934 | $135.1K | 0.08% | −34−3.5% | Reduced |
| Kilter Group LLC | 933 | $135.0K | 0.05% | −18−1.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 929 | $134.3K | 0.02% | +142+18.0% | Added |
| Eastern Bank | 928 | $134.2K | 0.00% | −809−46.6% | Reduced |
| Pacific Center for Financial Services | 920 | $133.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 920 | $133.0K | 0.03% | +47+5.4% | Added |
| Clean Yield Group | 916 | $132.5K | 0.03% | 00.0% | Unchanged |
| Vision Retirement, LLC | 912 | $131.9K | 0.03% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $130.0K | 0.00% | −1,689−65.2% | Reduced |
| First Community Trust NA | 866 | $125.2K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 837 | $121.0K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 833 | $120.5K | 0.04% | +833 | New |
| Loomis Sayles & Co L P | 830 | $120.0K | 0.00% | −76−8.4% | Reduced |
| MV Capital Management, Inc. | 825 | $119.3K | 0.01% | +7+0.9% | Added |
| Vanguard National Trust Co | 813 | $117.6K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 808 | $116.8K | 0.01% | −391−32.6% | Reduced |
| Asset Dedication, LLC | 804 | $116.3K | 0.01% | +45+5.9% | Added |
| Hanson & Doremus Investment Management | 788 | $114.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 784 | $113.4K | 0.09% | +80+11.4% | Added |
| Salomon & Ludwin, LLC | 768 | $112.1K | 0.01% | −7−0.9% | Reduced |
| Silvant Capital Management LLC | 774 | $111.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 767 | $110.9K | 0.01% | +97+14.5% | Added |
| Bollard Group LLC | 763 | $110.0K | 0.00% | +1+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 752 | $108.7K | 0.05% | −18−2.3% | Reduced |
| Gen-Wealth Partners Inc | 750 | $108.5K | 0.03% | +295+64.8% | Added |
| West Paces Advisors Inc. | 733 | $106.0K | 0.02% | +733 | New |
| Rossby Financial, LCC | 730 | $105.6K | 0.02% | +198+37.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 727 | $105.1K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 704 | $101.8K | 0.01% | +7+1.0% | Added |
| Fortitude Family Office, LLC | 691 | $99.9K | 0.02% | +17+2.5% | Added |
| Hallmark Capital Management Inc | 680 | $98.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 673 | $97.3K | 0.03% | +673 | New |
| Atlantic Trust, LLC | 661 | $95.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 658 | $95.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 637 | $92.1K | 0.01% | +251+65.0% | Added |
| Cornerstone Planning Group LLC | 568 | $91.1K | 0.01% | −18−3.1% | Reduced |
| Sittner & Nelson, LLC | 600 | $86.8K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 592 | $85.6K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 557 | $80.6K | 0.06% | −20−3.5% | Reduced |
| Buck Wealth Strategies, LLC | 557 | $80.5K | 0.01% | +557 | New |
| Silver Grove Financial Group, Inc. | 552 | $79.8K | 0.04% | +552 | New |
| Consultiva Wealth Management, Corp. | 549 | $79.4K | 0.18% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 526 | $76.1K | 0.03% | +117+28.6% | Added |
| Phillip James Consulting Co. | 525 | $75.9K | 0.06% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 501 | $72.5K | 0.01% | +9+1.8% | Added |
| Albion Financial Group | 500 | $72.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $72.3K | 0.03% | 00.0% | Unchanged |