Bank of New York Mellon Corp (BNY) — Institutional Holders, Q2 2026 (page 11)
1,889 institutional investment managers reported a BNY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $83.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BNY 13F holders ranked 1,001–1,100 of 1,889
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | USA FINANCIAL FORMULAS#1001 · 5,721 sh | 5,721 | $827.3K | 0.15% | — |
| 1002 | Mezzasalma Advisors#1002 · 5,715 sh | 5,715 | $826.4K | — | +0.8% |
| 1003 | Annis Gardner Whiting Capital Advisors#1003 · 5,686 sh | 5,686 | $822.3K | 0.12% | +7.6% |
| 1004 | Pinnacle Wealth Management Advisory Group#1004 · 5,651 sh | 5,651 | $817.2K | — | +15.6% |
| 1005 | Csenge Advisory Group#1005 · 5,647 sh | 5,647 | $816.6K | 0.03% | +161.0% |
| 1006 | FAIRFIELD, BUSH#1006 · 5,627 sh | 5,627 | $813.7K | 0.40% | -1.7% |
| 1007 | Stratos Investment Management#1007 · 5,602 sh | 5,602 | $810.1K | 0.03% | -0.7% |
| 1008 | FOUNDERS FINANCIAL SECURITIES#1008 · 5,594 sh | 5,594 | $808.9K | — | New |
| 1009 | Turtle Creek Wealth Advisors#1009 · 5,562 sh | 5,562 | $804.3K | — | +3.3% |
| 1010 | Keel Point#1010 · 5,553 sh | 5,553 | $803.1K | 0.05% | +62.6% |
| 1011 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#1011 · 4,915 sh | 4,915 | $801.8K | 0.44% | 0.0% |
| 1012 | Baker Avenue Asset Management#1012 · 5,509 sh | 5,509 | $796.7K | 0.02% | +12.6% |
| 1013 | ANGELES WEALTH MANAGEMENT#1013 · 5,564 sh | 5,564 | $796.0K | — | +3.6% |
| 1014 | PHILADELPHIA#1014 · 5,500 sh | 5,500 | $795.0K | 0.05% | 0.0% |
| 1015 | Fortis Group Advisors#1015 · 5,455 sh | 5,455 | $788.8K | 0.13% | 0.0% |
| 1016 | 1900 WEALTH MANAGEMENT#1016 · 5,416 sh | 5,416 | $783.2K | — | +30.3% |
| 1017 | Firestone Capital Management#1017 · 5,413 sh | 5,413 | $782.8K | 0.15% | 0.0% |
| 1018 | Baker Ellis Asset Management#1018 · 5,399 sh | 5,399 | $780.8K | — | +1.9% |
| 1019 | Addison Capital#1019 · 5,395 sh | 5,395 | $780.1K | 0.13% | 0.0% |
| 1020 | Resonant Capital Advisors#1020 · 5,382 sh | 5,382 | $778.3K | — | -11.3% |
| 1021 | Westfuller Advisors#1021 · 5,350 sh | 5,350 | $773.7K | 0.28% | -7.5% |
| 1022 | BAHL & GAYNOR#1022 · 5,347 sh | 5,347 | $773.2K | <0.01% | +13.1% |
| 1023 | SeaCrest Wealth Management#1023 · 5,344 sh | 5,344 | $772.8K | — | -0.4% |
| 1024 | IVC Wealth Advisors#1024 · 5,339 sh | 5,339 | $772.1K | — | -0.1% |
| 1025 | FOCUSED ALPHA#1025 · 5,318 sh | 5,318 | $769.0K | — | -10.9% |
| 1026 | SGL Investment Advisors#1026 · 4,821 sh | 4,821 | $768.6K | 0.27% | +141.1% |
| 1027 | Evercore Wealth Management#1027 · 5,313 sh | 5,313 | $768.3K | 0.01% | 0.0% |
| 1028 | Fortitude Advisory Group L.L.C.#1028 · 5,280 sh | 5,280 | $763.5K | — | 0.0% |
| 1029 | VAN STRUM & TOWNE#1029 · 5,277 sh | 5,277 | $763.1K | 0.21% | 0.0% |
| 1030 | Verdence Capital Advisors#1030 · 5,274 sh | 5,274 | $762.7K | — | -0.6% |
| 1031 | PRELUDE CAPITAL MANAGEMENT#1031 · 5,271 sh | 5,271 | $762.2K | 0.06% | New |
| 1032 | COMPASS FINANCIAL MANAGEMENT#1032 · 4,998 sh | 4,998 | $760.9K | 0.09% | — |
| 1033 | CIDEL ASSET MANAGEMENT#1033 · 5,250 sh | 5,250 | $759.2K | 0.04% | -3.3% |
| 1034 | Alteri Wealth#1034 · 5,250 sh | 5,250 | $759.1K | 0.21% | -2.9% |
| 1035 | Polymer Capital Management (US)#1035 · 5,228 sh | 5,228 | $756.0K | 0.10% | +10.7% |
| 1036 | SAPIENT CAPITAL#1036 · 5,200 sh | 5,200 | $752.0K | — | -22.2% |
| 1037 | Modera Wealth Management#1037 · 5,171 sh | 5,171 | $747.8K | — | +2.6% |
| 1038 | Cyndeo Wealth Partners#1038 · 5,164 sh | 5,164 | $746.7K | — | +25.2% |
| 1039 | Secure Asset Management#1039 · 5,157 sh | 5,157 | $745.7K | — | +0.7% |
| 1040 | ROGCO#1040 · 5,118 sh | 5,118 | $740.1K | 0.23% | -0.7% |
| 1041 | LGT Fund Management Ltd.#1041 · 5,100 sh | 5,100 | $737.5K | 0.03% | -34.6% |
| 1042 | HF Advisory Group#1042 · 5,093 sh | 5,093 | $736.4K | — | -48.9% |
| 1043 | IFP Advisors#1043 · 5,080 sh | 5,080 | $734.6K | — | +0.1% |
| 1044 | OPPENHEIMER ASSET MANAGEMENT#1044 · 5,074 sh | 5,074 | $733.8K | — | -2.3% |
| 1045 | GenTrust#1045 · 5,061 sh | 5,061 | $731.9K | 0.03% | -9.0% |
| 1046 | GHP Investment Advisors#1046 · 5,051 sh | 5,051 | $730.4K | — | 0.0% |
| 1047 | First Nebraska#1047 · 5,025 sh | 5,025 | $726.7K | 0.06% | 0.0% |
| 1048 | Sicart Associates#1048 · 5,000 sh | 5,000 | $723.0K | 0.18% | 0.0% |
| 1049 | FIRST NATIONAL#1049 · 4,954 sh | 4,954 | $716.4K | — | -58.4% |
| 1050 | Wellington Shields Capital Management#1050 · 4,950 sh | 4,950 | $715.8K | 0.09% | +67.8% |
| 1051 | Dorsey & Whitney#1051 · 4,945 sh | 4,945 | $715.1K | 0.03% | -1.1% |
| 1052 | GUARDIAN WEALTH ADVISORS, / NC#1052 · 4,943 sh | 4,943 | $714.8K | 0.04% | +0.2% |
| 1053 | SAX WEALTH ADVISORS#1053 · 6,015 sh | 6,015 | $713.5K | — | +4.8% |
| 1054 | Next Level Private#1054 · 4,869 sh | 4,869 | $704.1K | — | +0.5% |
| 1055 | IRONWOOD INVESTMENT MANAGEMENT#1055 · 4,847 sh | 4,847 | $700.9K | 0.24% | 0.0% |
| 1056 | Alhambra Investment Partners#1056 · 4,810 sh | 4,810 | $695.6K | — | -2.0% |
| 1057 | Rehmann Capital Advisory Group#1057 · 4,795 sh | 4,795 | $694.0K | 0.03% | -0.6% |
| 1058 | Invariant Investment Management#1058 · 4,616 sh | 4,616 | $692.2K | — | +0.4% |
| 1059 | Quent Capital#1059 · 4,783 sh | 4,783 | $691.7K | 0.04% | +1.8% |
| 1060 | Leonard Rickey Investment Advisors P.L.L.C.#1060 · 4,782 sh | 4,782 | $691.5K | 0.11% | -5.8% |
| 1061 | Northwest Bancshares#1061 · 4,780 sh | 4,780 | $691.2K | 0.12% | 0.0% |
| 1062 | Wharton Business Group#1062 · 4,780 sh | 4,780 | $691.2K | 0.02% | 0.0% |
| 1063 | Krilogy Financial#1063 · 4,770 sh | 4,770 | $689.8K | — | +46.7% |
| 1064 | Cynosure Management#1064 · 4,746 sh | 4,746 | $686.3K | 0.10% | New |
| 1065 | Wellington Shields#1065 · 4,740 sh | 4,740 | $685.5K | 0.15% | 0.0% |
| 1066 | JFS WEALTH ADVISORS#1066 · 4,719 sh | 4,719 | $682.5K | 0.03% | -1.8% |
| 1067 | BAR HARBOR WEALTH MANAGEMENT#1067 · 4,684 sh | 4,684 | $677.4K | — | -4.2% |
| 1068 | Beech Hill Advisors#1068 · 4,679 sh | 4,679 | $676.6K | 0.30% | New |
| 1069 | Avestar Capital#1069 · 4,666 sh | 4,666 | $674.8K | — | -8.8% |
| 1070 | Strategic Blueprint#1070 · 4,647 sh | 4,647 | $672.0K | — | +26.8% |
| 1071 | AdviceOne Advisory Services#1071 · 4,606 sh | 4,606 | $666.0K | — | 0.0% |
| 1072 | Hilltop#1072 · 4,587 sh | 4,587 | $663.3K | 0.05% | -0.5% |
| 1073 | BRANDES INVESTMENT PARTNERS#1073 · 4,587 sh | 4,587 | $663.3K | <0.01% | -98.8% |
| 1074 | PERSONAL CFO SOLUTIONS#1074 · 4,587 sh | 4,587 | $663.3K | 0.10% | -1.8% |
| 1075 | Mechanics Financial#1075 · 4,570 sh | 4,570 | $660.9K | 0.24% | +4.6% |
| 1076 | MASSACHUSETTS FINANCIAL SERVICES#1076 · 4,567 sh | 4,567 | $660.4K | <0.01% | -23.4% |
| 1077 | STUDIO INVESTMENT MANAGEMENT#1077 · 4,546 sh | 4,546 | $657.4K | — | New |
| 1078 | LGT Group Foundation#1078 · 4,545 sh | 4,545 | $657.3K | <0.01% | +14.9% |
| 1079 | C M BIDWELL & ASSOCIATES LTD#1079 · 4,521 sh | 4,521 | $653.8K | 0.27% | +15.2% |
| 1080 | INTREPID CAPITAL MANAGEMENT#1080 · 4,518 sh | 4,518 | $653.3K | 0.23% | 0.0% |
| 1081 | Abacus Wealth Partners#1081 · 4,516 sh | 4,516 | $653.1K | 0.07% | -64.6% |
| 1082 | DRIVE WEALTH MANAGEMENT#1082 · 4,498 sh | 4,498 | $650.5K | 0.12% | +5.9% |
| 1083 | Advyzon Investment Management#1083 · 4,494 sh | 4,494 | $649.9K | 0.05% | +1.7% |
| 1084 | RMB Capital Management#1084 · 4,491 sh | 4,491 | $649.5K | 0.01% | -5.2% |
| 1085 | Howard Capital Management#1085 · 4,489 sh | 4,489 | $649.2K | — | +86.8% |
| 1086 | SILVER OAK SECURITIES#1086 · 4,488 sh | 4,488 | $649.0K | 0.04% | +1.7% |
| 1087 | Sepio Capital#1087 · 4,482 sh | 4,482 | $648.1K | — | 0.0% |
| 1088 | Midwest#1088 · 4,474 sh | 4,474 | $647.0K | — | -6.4% |
| 1089 | MFA Wealth Services#1089 · 4,434 sh | 4,434 | $641.1K | — | -20.1% |
| 1090 | Ethos Financial Group#1090 · 4,185 sh | 4,185 | $640.8K | 0.04% | +13.9% |
| 1091 | Hofer & Associates.#1091 · 4,419 sh | 4,419 | $639.0K | — | +1.9% |
| 1092 | Claro Advisors#1092 · 4,411 sh | 4,411 | $637.9K | 0.07% | -2.4% |
| 1093 | Beirne Wealth Consulting Services#1093 · 4,405 sh | 4,405 | $637.0K | — | 0.0% |
| 1094 | Martin Capital Advisors, LLP#1094 · 4,405 sh | 4,405 | $637.0K | — | -4.3% |
| 1095 | Supplemental Annuity Collective of NJ#1095 · 4,402 sh | 4,402 | $636.6K | 0.16% | -6.8% |
| 1096 | Capital Analysts#1096 · 4,388 sh | 4,388 | $635.0K | 0.01% | 0.0% |
| 1097 | O'Brien Greene#1097 · 4,391 sh | 4,391 | $635.0K | 0.18% | 0.0% |
| 1098 | Talisman Wealth Advisors#1098 · 4,390 sh | 4,390 | $634.8K | 0.47% | New |
| 1099 | Avise Financial Cooperative#1099 · 4,390 sh | 4,390 | $634.8K | 0.45% | -16.1% |
| 1100 | BERKSHIRE ASSET MANAGEMENT#1100 · 4,387 sh | 4,387 | $634.4K | 0.02% | -2.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.