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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 483 | $69.8K | 0.21% | −1,124−69.9% | Reduced |
| Quaker Wealth Management, LLC | 464 | $67.0K | 0.02% | +2+0.4% | Added |
| SJS Investment Consulting Inc. | 452 | $65.4K | 0.01% | +243+116.3% | Added |
| Graney & King, LLC | 452 | $65.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 447 | $64.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $64.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 438 | $63.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 431 | $62.3K | 0.00% | +160+59.0% | Added |
| Millstone Evans Group, LLC | 427 | $61.7K | 0.03% | +7+1.7% | Added |
| Kemnay Advisory Services Inc. | 415 | $60.0K | 0.01% | +170+69.4% | Added |
| Wilkerson Advisory Group LLC | 414 | $59.9K | 0.02% | +16+4.0% | Added |
| Pflug Koory, LLC | 411 | $59.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 409 | $59.1K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 408 | $59.0K | 0.00% | +143+54.0% | Added |
| Godfrey Financial Associates, Inc. | 408 | $59.0K | 0.05% | 00.0% | Unchanged |
| Trust Co | 403 | $58.3K | 0.01% | −471−53.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $57.8K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $57.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 392 | $56.7K | 0.00% | +5+1.3% | Added |
| Wall Street Access Asset Management, LLC | 390 | $56.4K | 0.01% | +237+154.9% | Added |
| Global Trust Asset Management, LLC | 384 | $55.6K | 0.02% | +220+134.1% | Added |
| Atlas Capital Advisors LLC | 382 | $55.2K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 377 | $55.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 380 | $55.0K | 0.02% | 00.0% | Unchanged |
| Paladin Partners, LLC | 364 | $52.6K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 361 | $52.2K | 0.02% | +19+5.6% | Added |
| Union Bancaire Privee, UBP SA | 411 | $51.7K | 0.00% | +411 | New |
| BOK Financial Private Wealth, Inc. | 347 | $50.2K | 0.00% | +75+27.6% | Added |
| New England Capital Financial Advisors LLC | 340 | $49.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 333 | $48.2K | 0.02% | +20+6.4% | Added |
| Ogorek Anthony Joseph | 332 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 322 | $46.6K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $43.4K | 0.01% | +300 | New |
| Hazlett, Burt & Watson, Inc. | 298 | $43.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 290 | $41.9K | 0.01% | +78+36.8% | Added |
| Wolff Wiese Magana LLC | 287 | $41.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 284 | $41.1K | 0.00% | +155+120.2% | Added |
| Covestor Ltd | 289 | $41.0K | 0.02% | +1+0.3% | Added |
| Hartford Financial Management Inc. | 280 | $40.5K | 0.01% | −136−32.7% | Reduced |
| Private Wealth Management Group, LLC | 279 | $40.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 279 | $40.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 278 | $40.2K | 0.02% | +43+18.3% | Added |
| Westside Investment Management, Inc. | 272 | $39.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 268 | $38.8K | 0.01% | +150+127.1% | Added |
| Heritage Wealth Advisors | 267 | $38.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 265 | $38.3K | 0.00% | +22+9.1% | Added |
| Avion Wealth | 268 | $38.0K | 0.01% | +37+16.0% | Added |
| Marquette Asset Management, LLC | 261 | $37.7K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 257 | $37.0K | 0.00% | −42−14.0% | Reduced |
| Silicon Valley Capital Partners | 251 | $36.3K | 0.00% | +1+0.4% | Added |
| Action Point Financial Planning, LLC | 251 | $35.7K | 0.00% | +251 | New |
| Retirement Wealth Solutions LLC | 244 | $35.3K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 236 | $34.1K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 226 | $32.7K | 0.01% | +69+43.9% | Added |
| Tounjian Advisory Partners, LLC | 221 | $32.0K | 0.01% | −17,707−98.8% | Reduced |
| N.E.W. Advisory Services LLC | 220 | $31.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 217 | $31.4K | 0.01% | +52+31.5% | Added |
| Abound Financial, LLC | 216 | $31.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 216 | $31.2K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 214 | $30.9K | 0.01% | +214 | New |
| Truvestments Capital LLC | 213 | $30.8K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 209 | $30.2K | 0.01% | +209 | New |
| Raffa Wealth Management, LLC | 208 | $30.1K | 0.00% | −47−18.4% | Reduced |
| Capital Advisors, Ltd. LLC | 208 | $30.0K | 0.00% | −174−45.5% | Reduced |
| Walsh & Associates, LLC | 202 | $29.2K | 0.02% | 00.0% | Unchanged |
| Burnham & Co LLC | 200 | $28.9K | 0.02% | +200 | New |
| EFG International AG | 199 | $28.8K | 0.00% | +67+50.8% | Added |
| Madison Park Capital Advisors, LLC | 16,358 | $28.6K | 0.02% | +16,358 | New |
| Pinnacle Bancorp, Inc. | 187 | $27.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 185 | $26.8K | 0.00% | +29+18.6% | Added |
| Luken Investment Analytics, LLC | 184 | $26.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 182 | $26.3K | 0.00% | +95+109.2% | Added |
| Tiaa Trust, National Association | 175 | $25.3K | 0.00% | −25−12.5% | Reduced |
| Fairscale Capital, LLC | 170 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 162 | $23.4K | 0.01% | +59+57.3% | Added |
| Clear Street Markets LLC | 159 | $23.0K | 0.00% | +46+40.7% | Added |
| HFM Investment Advisors, LLC | 151 | $21.8K | 0.01% | +127+529.2% | Added |
| Access Investment Management LLC | 150 | $21.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 148 | $21.4K | 0.00% | −58−28.2% | Reduced |
| Bayban | 148 | $21.4K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 136 | $19.6K | 0.01% | +2+1.5% | Added |
| Country Trust Bank | 133 | $19.2K | 0.00% | −1−0.7% | Reduced |
| Security National Bank of So Dak | 128 | $18.5K | 0.01% | +128 | New |
| Synergy Investment Management, LLC | 121 | $18.5K | 0.00% | +82+210.3% | Added |
| Hoey Investments, Inc | 125 | $18.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 118 | $17.1K | 0.01% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 117 | $16.9K | 0.03% | +117 | New |
| Ares Financial Consulting, LLC | 117 | $16.9K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 116 | $16.7K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 115 | $16.6K | 0.00% | +103+858.3% | Added |
| Creative Capital Management Investments LLC | 114 | $16.5K | 0.00% | +78+216.7% | Added |
| Colonial Trust Advisors | 112 | $16.2K | 0.00% | −57−33.7% | Reduced |
| Westend Capital Management, LLC | 112 | $16.2K | 0.00% | −20−15.2% | Reduced |
| Bellevue Asset Management, LLC | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 110 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 108 | $15.6K | 0.00% | +27+33.3% | Added |
| Principia Wealth Advisory, LLC | 107 | $15.5K | 0.01% | +58+118.4% | Added |
| Golden State Equity Partners | 105 | $15.2K | 0.04% | −363−77.6% | Reduced |
| IAG Wealth Partners, LLC | 103 | $14.9K | 0.00% | −190−64.8% | Reduced |
| Gold Investment Management Ltd. | 100 | $14.5K | 0.00% | 00.0% | Unchanged |