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 2 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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 15,093 | $2.18M | 0.08% | +15,093 | New |
| RB Capital Management, LLC | 15,080 | $2.18M | 0.43% | +2,371+18.7% | Added |
| Wedbush Securities Inc | 15,075 | $2.18M | 0.06% | −612−3.9% | Reduced |
| Change Path, LLC | 15,058 | $2.18M | 0.05% | +301+2.0% | Added |
| Center for Wealth Management Advisory | 15,052 | $2.18M | 1.37% | +275+1.9% | Added |
| Allen Wealth Management, LLC | 15,012 | $2.17M | 1.06% | −2,445−14.0% | Reduced |
| Element Pointe Advisors, LLC | 15,010 | $2.17M | 0.35% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,998 | $2.17M | 0.04% | +1,114+8.0% | Added |
| ABN AMRO Bank N.V. | 14,920 | $2.15M | 0.03% | +3,510+30.8% | Added |
| Frank, Rimerman Advisors LLC | 14,776 | $2.14M | 0.12% | +2,172+17.2% | Added |
| Chicago Partners Investment Group LLC | 13,256 | $2.12M | 0.04% | +4,101+44.8% | Added |
| Essex Financial Services, Inc. | 14,455 | $2.09M | 0.10% | +218+1.5% | Added |
| Fiduciary Family Office, LLC | 14,412 | $2.08M | 0.52% | −1,694−10.5% | Reduced |
| Vectors Research Management, LLC | 14,278 | $2.06M | 0.54% | +1,204+9.2% | Added |
| BTG Pactual Asset Management US LLC | 14,129 | $2.04M | 0.15% | −3,587−20.2% | Reduced |
| Worldquant Millennium Advisors LLC | 14,067 | $2.03M | 0.01% | +14,067 | New |
| Vestcor Inc | 14,029 | $2.03M | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14,016 | $2.03M | 0.13% | −2,935−17.3% | Reduced |
| Meridian Wealth Management, LLC | 14,008 | $2.03M | 0.06% | −257−1.8% | Reduced |
| Regions Financial Corp | 14,005 | $2.03M | 0.01% | −253−1.8% | Reduced |
| Rossmore Private Capital | 13,822 | $2.00M | 0.16% | −416−2.9% | Reduced |
| TIAA Wealth Investment Management LLC | 13,723 | $1.98M | 0.01% | +417+3.1% | Added |
| EP Wealth Advisors, LLC | 13,650 | $1.97M | 0.01% | +5,176+61.1% | Added |
| Guggenheim Capital LLC | 13,646 | $1.97M | 0.01% | +2,363+20.9% | Added |
| Syon Capital LLC | 13,577 | $1.96M | 0.09% | +568+4.4% | Added |
| Legacy Capital Group California, Inc. | 13,511 | $1.95M | 0.59% | +8,514+170.4% | Added |
| Stenger Family Office, LLC | 13,471 | $1.95M | 0.32% | +322+2.4% | Added |
| Ramirez Asset Management, Inc. | 13,414 | $1.94M | 0.20% | −40.0% | Reduced |
| Gradient Capital Advisors, LLC | 13,347 | $1.93M | 0.45% | −48−0.4% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,183 | $1.91M | 0.07% | −892−6.3% | Reduced |
| Providence First Trust Co | 13,048 | $1.89M | 0.53% | +7,337+128.5% | Added |
| Susquehanna Fundamental Investments, LLC | 12,914 | $1.87M | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 12,888 | $1.86M | 0.11% | −500−3.7% | Reduced |
| Carnegie Lake Advisors LLC | 12,888 | $1.86M | 0.69% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 12,815 | $1.85M | 0.36% | −6,151−32.4% | Reduced |
| Williamson Legacy Group, LLC | 12,717 | $1.84M | 0.91% | +309+2.5% | Added |
| Valmark Advisers, Inc. | 12,668 | $1.83M | 0.02% | +50.0% | Added |
| Courier Capital LLC | 12,661 | $1.83M | 0.09% | +561+4.6% | Added |
| Ethos Capital Management, Inc. | 12,605 | $1.82M | 1.30% | +12,605 | New |
| WealthTrust Axiom LLC | 12,574 | $1.82M | 0.41% | −165−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,567 | $1.82M | 0.02% | −909−6.7% | Reduced |
| WealthTrust Asset Management, LLC | 12,536 | $1.81M | 0.98% | −453−3.5% | Reduced |
| Granite Group Advisors, LLC | 12,496 | $1.81M | 1.07% | −4,703−27.3% | Reduced |
| Camden Capital, LLC | 12,395 | $1.79M | 0.09% | +392+3.3% | Added |
| Smith Group Asset Management, LLC | 12,370 | $1.79M | 0.07% | +381+3.2% | Added |
| William B. Walkup & Associates, Inc. | 12,369 | $1.79M | 0.86% | −2,780−18.4% | Reduced |
| Westco Advisory Services Inc | 12,335 | $1.78M | 1.08% | +469+4.0% | Added |
| Mainstay Capital Management LLC | 12,245 | $1.77M | 0.13% | −282−2.3% | Reduced |
| WSFS Capital Management, LLC | 12,208 | $1.77M | 0.08% | −614−4.8% | Reduced |
| Trust Co of Vermont | 12,207 | $1.77M | 0.07% | +12,207 | New |
| Leavell Investment Management, Inc. | 12,200 | $1.76M | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,419 | $1.76M | 0.55% | −6,425−81.9% | Reduced |
| Voya Financial Advisors, Inc. | 12,195 | $1.75M | 0.15% | −3,682−23.2% | Reduced |
| Groupama Asset Managment | 12,179 | $1.75M | 0.02% | 00.0% | Unchanged |
| Financial Plan, Inc. | 12,107 | $1.75M | 0.17% | −190−1.5% | Reduced |
| Allegheny Financial Group LTD | 12,105 | $1.75M | 0.19% | +440+3.8% | Added |
| Park National Corp | 12,058 | $1.74M | 0.05% | −380−3.1% | Reduced |
| BFSG, LLC | 11,995 | $1.73M | 0.15% | −370−3.0% | Reduced |
| Huntington National Bank | 11,898 | $1.72M | 0.01% | +966+8.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 11,960 | $1.72M | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 11,844 | $1.71M | 0.19% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11,837 | $1.71M | 0.69% | +20.0% | Added |
| Daymark Wealth Partners, LLC | 11,771 | $1.70M | 0.04% | +3,184+37.1% | Added |
| Western Wealth Management, LLC | 11,750 | $1.70M | 0.06% | −111−0.9% | Reduced |
| Unique Wealth Strategies, LLC | 11,714 | $1.69M | 0.62% | −42−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,709 | $1.69M | 0.38% | −1,321−10.1% | Reduced |
| Fidelis Capital Partners, LLC | 11,690 | $1.69M | 0.10% | +10.0% | Added |
| Morse Asset Management, Inc | 11,664 | $1.69M | 0.28% | +11,111+2,009.2% | Added |
| Tema ETFs LLC | 11,653 | $1.69M | 0.05% | +1,015+9.5% | Added |
| Wealthstar Advisors, LLC | 11,485 | $1.66M | 0.83% | −1,054−8.4% | Reduced |
| Goodwin Investment Advisory | 11,344 | $1.64M | 3.30% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,325 | $1.64M | 0.01% | +8,900+367.0% | Added |
| Beacon Investment Advisory Services, Inc. | 11,317 | $1.64M | 0.06% | 00.0% | Unchanged |
| Sun Financial Inc | 10,215 | $1.63M | 0.77% | −1,175−10.3% | Reduced |
| Fruth Investment Management | 11,150 | $1.61M | 0.38% | −100−0.9% | Reduced |
| Columbia Asset Management | 11,097 | $1.60M | 0.28% | −1,020−8.4% | Reduced |
| Strategic Investment Advisors | 11,038 | $1.60M | 0.10% | −1,463−11.7% | Reduced |
| Advisors Capital Management, LLC | 11,016 | $1.59M | 0.02% | +4,037+57.8% | Added |
| Summit Global Investments | 10,986 | $1.59M | 0.09% | +2,809+34.4% | Added |
| Stephens Inc | 10,888 | $1.57M | 0.02% | −726−6.3% | Reduced |
| Ausdal Financial Partners, Inc. | 10,835 | $1.57M | 0.06% | −118−1.1% | Reduced |
| Sagespring Wealth Partners, LLC | 10,818 | $1.56M | 0.02% | +1,103+11.4% | Added |
| Pekin Hardy Strauss, Inc. | 10,776 | $1.56M | 0.14% | −525−4.6% | Reduced |
| Ellevest, Inc. | 10,839 | $1.56M | 0.18% | −678−5.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 10,758 | $1.56M | 0.00% | +1,042+10.7% | Added |
| Secured Retirement Advisors, LLC | 10,700 | $1.55M | 0.79% | −9,565−47.2% | Reduced |
| Stableford Capital II LLC | 10,658 | $1.54M | 0.53% | −303−2.8% | Reduced |
| Fortress Private Ledger, LLC | 10,611 | $1.53M | 0.42% | −571−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,532 | $1.52M | 0.10% | −1,331−11.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,491 | $1.52M | 0.01% | +10,491 | New |
| Aspen Investment Management Inc | 10,487 | $1.52M | 0.41% | +90+0.9% | Added |
| Whitener Capital Management, Inc. | 10,470 | $1.51M | 0.32% | −400−3.7% | Reduced |
| Keystone Financial Services | 10,462 | $1.51M | 0.39% | +24+0.2% | Added |
| NBT Bank N A | 10,402 | $1.50M | 0.10% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,315 | $1.49M | 0.17% | −255−2.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,308 | $1.49M | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,264 | $1.48M | 0.03% | +690+7.2% | Added |
| Yoffe Investment Management, LLC | 10,200 | $1.48M | 1.69% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 10,171 | $1.47M | 0.04% | −85,005−89.3% | Reduced |
| Shufro Rose & Co LLC | 10,155 | $1.47M | 0.08% | −400−3.8% | Reduced |