Follow The Filings

BK BNY

Financials, filed as BANK NEW YORK MELLON CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 6

  • 3 Owners
  • #69
  • Max 1.9%
  • Master 0.23%
  • $28M
  • 2 reduce

In 2026 Q3 David Katz and Murphy Pohlad trimmed BNY.

Who owns this now

Largest portfolio weights among holders, up to 1.9% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 1.9%
  2. Murphy Pohlad Reduce 1.8%
  3. Torray Investment Partners 0.03%

Who owns BK

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 1.9%, was 2.1% Reduce −9.0% 159,110 $23M History
Murphy Pohlad, Murphy Pohlad Asset Management 1.8%, was 1.9% Reduce −1.9% 36,210 $5.2M History
Torray Investment Partners 0.03% Hold 1,584 $229K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BNY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BNY insider trades
  • None no insider bought on the open market
  • $18.9M sold by 6 insiders outside a trading plan
  • $1.6M sold by 1 insider under 10b5-1 plans
  1. Jose Minaya Senior Executive VP
    Planned sale
    $520K 3,520 shares at $147.81 2% of stake
    Traded Oct 27 Filed Oct 29
  2. Robin A. Vince CEO
    Sale
    $7.4M 50,000 shares at $147.81 8% of stake
    Traded Oct 26–27 Filed Oct 28
  3. Jose Minaya Senior Executive VP
    Planned sale
    $524K 3,520 shares at $148.79 2% of stake
    Traded Sep 28 Filed Sep 30
  4. Jose Minaya Senior Executive VP
    Planned sale
    $572K 3,520 shares at $162.64 1.9% of stake
    Traded Aug 27 Filed Aug 31
  5. Dermot McDonogh CFO
    Sale
    $4.9M 31,800 shares at $155.26 100% of stake
    Traded Jul 29 Filed Jul 31
  6. Alejandro Perez Sr. Executive Vice President
    Sale
    $1.7M 12,504 shares at $137.01 17% of stake
    Traded Apr 17 Filed Apr 21
  7. Kurtis R. Kurimsky Corporate Controller
    Sale
    $720K 5,290 shares at $136.02 24% of stake
    Traded Apr 17 Filed Apr 21
  8. J Kevin McCarthy SEVP & General Counsel
    Sale
    $4.1M 30,000 shares at $136.50 37% of stake
    Traded Apr 17 Filed Apr 21
  9. Shannon Marie Hobbs Senior Executive VP
    Sale
    $41K 297 shares at $137.05 1.9% of stake
    Traded Apr 17 Filed Apr 21

Also filed in the last 12 months, not counted as buying or selling: 30 stock grants, 26 share withholdings for taxes, 6 gifts, and 2 other transactions.

Congress

8 members of Congress traded BK in the last three years: 11 buys and 10 sales. 8 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Jonathan L. Jackson D-IL-1Joint Buy $50K–$100K Feb 17 filed Mar 12
  3. Jonathan L. Jackson D-IL-1 Buy $1K–$15K Feb 17 filed Mar 12
  4. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  5. Julia Letlow R-LA-5 Sell $1K–$15K Jul 2, 2025 filed Jan 13
  6. Julia Letlow R-LA-5 Buy $1K–$15K Oct 23, 2024 filed Jan 13

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
10-Q FORM 10-Q
8-K 3.03,5.03,8.01,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
424B2
424B2
8-K/A 5.02
8-K 2.02,7.01,9.01
SCHEDULE 13G/A —
8-K 5.03,9.01
SCHEDULE 13G/A —
SCHEDULE 13G/A —
8-K 8.01,9.01
8-K 5.02,9.01
8-K 8.01,9.01
SCHEDULE 13G/A —
424B2

Financials

US-GAAP annual figures, as tagged in Form 10-K

Newly public, no 10-K financials yet. See the 424B2.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.