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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 10,117 | $1.46M | 0.05% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 10,070 | $1.46M | 0.11% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,035 | $1.45M | 0.04% | −2,753−21.5% | Reduced |
| Arete Wealth Advisors, LLC | 10,024 | $1.45M | 0.10% | −32−0.3% | Reduced |
| Clearstead Advisors, LLC | 10,021 | $1.45M | 0.01% | +3,454+52.6% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $1.45M | 0.36% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 9,998 | $1.45M | 0.39% | −105−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 9,996 | $1.45M | 0.01% | +513+5.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,994 | $1.45M | 0.17% | +534+5.6% | Added |
| D.A. Davidson & Co. | 9,973 | $1.44M | 0.01% | +134+1.4% | Added |
| Aspire Private Capital, LLC | 9,942 | $1.44M | 0.30% | −1,889−16.0% | Reduced |
| Coastal Investment Advisors, Inc. | 9,894 | $1.43M | 0.44% | +300+3.1% | Added |
| Pettee Investors, Inc. | 9,852 | $1.42M | 0.70% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,808 | $1.42M | 0.06% | +9,808 | New |
| Sunesis Advisors, LLC | 9,762 | $1.41M | 0.58% | −8,674−47.0% | Reduced |
| KG&L Capital Management,LLC | 9,754 | $1.41M | 0.84% | +2,590+36.2% | Added |
| Pallas Capital Advisors LLC | 9,743 | $1.41M | 0.04% | −497−4.9% | Reduced |
| CX Institutional | 9,733 | $1.41M | 0.04% | −65−0.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 9,700 | $1.40M | 0.20% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 9,631 | $1.39M | 0.38% | +1,656+20.8% | Added |
| Legacy Wealth Asset Management, LLC | 9,572 | $1.38M | 0.30% | −125−1.3% | Reduced |
| Crux Wealth Advisors | 9,530 | $1.38M | 0.48% | −1,761−15.6% | Reduced |
| CV Advisors LLC | 10,000 | $1.37M | 0.26% | +10,000 | New |
| Forum Financial Management, LP | 9,368 | $1.35M | 0.02% | +131+1.4% | Added |
| Mather Group, LLC. | 9,358 | $1.35M | 0.01% | +89+1.0% | Added |
| Gilbert & Cook, Inc. | 9,357 | $1.35M | 0.16% | +74+0.8% | Added |
| Aptus Capital Advisors, LLC | 9,250 | $1.35M | 0.01% | +58+0.6% | Added |
| Versant Capital Management, Inc | 9,338 | $1.35M | 0.12% | +1,126+13.7% | Added |
| Wedmont Private Capital | 8,886 | $1.35M | 0.04% | +528+6.3% | Added |
| Moody National Bank Trust Division | 9,316 | $1.35M | 0.11% | −154−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 9,297 | $1.34M | 0.54% | −435−4.5% | Reduced |
| Hanlon Investment Management, Inc. | 9,265 | $1.34M | 0.71% | −354−3.7% | Reduced |
| Freestone Capital Holdings, LLC | 9,210 | $1.33M | 0.03% | +4,847+111.1% | Added |
| Kathmere Capital Management, LLC | 9,206 | $1.33M | 0.07% | +319+3.6% | Added |
| Central Trust Co | 9,190 | $1.33M | 0.02% | +914+11.0% | Added |
| Inscription Capital, LLC | 9,172 | $1.33M | 0.12% | +532+6.2% | Added |
| Savvy Advisors, Inc. | 9,136 | $1.32M | 0.03% | +1,236+15.6% | Added |
| Baader Bank INC | 9,133 | $1.32M | 0.11% | −749−7.6% | Reduced |
| SageView Advisory Group, LLC | 9,103 | $1.32M | 0.04% | +105+1.2% | Added |
| Rexford Capital Inc | 9,086 | $1.31M | 0.81% | +11+0.1% | Added |
| Sowell Financial Services LLC | 9,080 | $1.31M | 0.04% | −156−1.7% | Reduced |
| WFA of San Diego, LLC | 8,090 | $1.31M | 1.07% | −435−5.1% | Reduced |
| BSW Wealth Partners | 9,066 | $1.31M | 0.15% | −98−1.1% | Reduced |
| LVW Advisors, LLC | 9,054 | $1.31M | 0.11% | +167+1.9% | Added |
| Perigon Wealth Management, LLC | 9,031 | $1.31M | 0.02% | +367+4.2% | Added |
| Crawford Investment Counsel Inc | 9,019 | $1.30M | 0.02% | +400+4.6% | Added |
| Fort Washington Investment Advisors Inc | 8,992 | $1.30M | 0.01% | −285−3.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,932 | $1.29M | 0.02% | +22+0.2% | Added |
| Vaughan David Investments LLC | 8,905 | $1.29M | 0.03% | −1,001−10.1% | Reduced |
| Banque de Luxembourg S.A. | 8,817 | $1.28M | 0.60% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 8,771 | $1.27M | 0.06% | +47+0.5% | Added |
| Wealth Quarterback LLC | 8,763 | $1.27M | 0.39% | +231+2.7% | Added |
| Lountzis Asset Management, LLC | 8,749 | $1.27M | 0.40% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,747 | $1.26M | 0.10% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,740 | $1.26M | 0.02% | −371,401−97.7% | Reduced |
| Strategy Asset Managers LLC | 8,725 | $1.26M | 0.19% | −56−0.6% | Reduced |
| TCG Advisory Services, LLC | 8,704 | $1.26M | 0.02% | +524+6.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 8,694 | $1.26M | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,660 | $1.25M | 0.01% | −15−0.2% | Reduced |
| Picton Mahoney Asset Management | 8,618 | $1.25M | 0.01% | +8,618 | New |
| Peoples Bank | 8,605 | $1.24M | 1.21% | −30−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 8,593 | $1.24M | 0.10% | +8,593 | New |
| Smartleaf Asset Management LLC | 8,572 | $1.23M | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 8,500 | $1.23M | 0.21% | −150−1.7% | Reduced |
| Fisher Asset Management, LLC | 8,496 | $1.23M | 0.00% | +1,712+25.2% | Added |
| Summit Financial Strategies, Inc. | 8,478 | $1.23M | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 8,455 | $1.22M | 0.04% | −60,880−87.8% | Reduced |
| Round Rock Advisors, LLC | 8,442 | $1.22M | 0.16% | +29+0.3% | Added |
| Clark Capital Management Group, Inc. | 8,436 | $1.22M | 0.01% | +4,407+109.4% | Added |
| Manchester Capital Management LLC | 8,411 | $1.22M | 0.16% | −10.0% | Reduced |
| Trust Co of Virginia | 8,403 | $1.22M | 0.09% | −54−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 8,356 | $1.21M | 0.08% | +91+1.1% | Added |
| Loudon Investment Management, LLC | 8,337 | $1.21M | 0.59% | −840−9.2% | Reduced |
| Peak Asset Management, LLC | 8,275 | $1.20M | 0.18% | +8,275 | New |
| Stiles Financial Services Inc | 8,180 | $1.18M | 0.30% | +302+3.8% | Added |
| Jeppson Wealth Management, LLC | 8,155 | $1.18M | 0.35% | −20−0.2% | Reduced |
| Woodward Diversified Capital, LLC | 8,125 | $1.17M | 0.52% | −127−1.5% | Reduced |
| Almanack Investment Partners, LLC. | 8,078 | $1.17M | 0.15% | −756−8.6% | Reduced |
| Checchi Capital Advisers, LLC | 8,029 | $1.16M | 0.07% | −34−0.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,020 | $1.16M | 0.57% | −39−0.5% | Reduced |
| HM Payson & Co | 7,960 | $1.15M | 0.02% | −350−4.2% | Reduced |
| Builder Investment Group Inc | 7,911 | $1.14M | 0.23% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,906 | $1.14M | 0.01% | −547−6.5% | Reduced |
| Nations Financial Group Inc, | 7,880 | $1.14M | 0.05% | −116−1.5% | Reduced |
| Hendershot Investments Inc. | 7,874 | $1.14M | 0.15% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 7,877 | $1.13M | 0.24% | −216−2.7% | Reduced |
| Buckingham Strategic Partners | 7,799 | $1.13M | 0.01% | −5,507−41.4% | Reduced |
| Capstone Investment Advisors, LLC | 7,789 | $1.13M | 0.01% | −2,959−27.5% | Reduced |
| Abc Arbitrage SA | 7,789 | $1.13M | 0.12% | +7,789 | New |
| Harvest Fund Management Co., Ltd | 7,785 | $1.13M | 0.04% | 00.0% | Unchanged |
| Farmers National Bank | 7,718 | $1.12M | 0.23% | −130−1.7% | Reduced |
| Atlantic Union Bankshares Corp | 7,702 | $1.11M | 0.02% | −5−0.1% | Reduced |
| Trust Asset Management LLC | 7,694 | $1.11M | 0.07% | −379−4.7% | Reduced |
| Employees Retirement System of Texas | 7,615 | $1.10M | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,561 | $1.09M | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 7,549 | $1.09M | 0.34% | +737+10.8% | Added |
| Edmond de Rothschild Holding S.A. | 7,537 | $1.09M | 0.01% | +7,537 | New |
| Radnor Capital Management, LLC | 7,535 | $1.09M | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,487 | $1.08M | 0.10% | −251−3.2% | Reduced |
| Inceptionr LLC | 7,481 | $1.08M | 0.27% | +1,487+24.8% | Added |