Follow-The-Filings

Security

BNY

Bank New York Mellon Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

24 owners 1 new 1 exit max 2.1% (David Katz - Matrix Asset...)

grid → activity → earnings →
owners 24
rank #92
master % 0.15%
max % 2.1%
tracked value $40.1B
qoq N 1 A 9 R 10 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 2.1% Reduce -0.60 pp 174,849 $25.3B hist
First Eagle Investment Management, LLC 2026 Q1 1.6% — 9,868,077 $1.2B hist
Dodge & Cox 2026 Q1 1.5% Reduce -0.09 pp 23,401,794 $2.8B hist
Tweedy, Browne Co. LLC 2026 Q1 1.0% Reduce -0.17 pp 108,955 $13M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.6% Reduce -0.03 pp 357,698 $42M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.3% Add +0.01 pp 525,228 $62M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add -0.03 pp 4,296,264 $503M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Add +0.12 pp 1,368,011 $162M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.15 pp 12,047,759 $1.4B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.07 pp 831,900 $99M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.02 pp 236,346 $28M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 71,319,884 $8.3B hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 436,051 $52M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 1,915,334 $227M hist
Torray Investment Partners LLC 2026 Q2 stale 0.0% New 0.0% 1,584 $229 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 186,417 $22M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Reduce 0.00 pp 42,984 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 32,268 $4M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce -0.01 pp 10,308 $1M hist
Mairs & Power Inc. 2026 Q1 0.0% — 5,888 $698 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.02 pp 39,404 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 11,734 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 6,784 $805 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,659 $197 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 14,083 $2M hist

24 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 4 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 3.03,5.03,8.01,9.01 Filing Doc
4 4 Filing Doc
424B2 424B2 Filing Doc
424B2 424B2 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
8-K 8.01 Filing Doc
8-K 5.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc

Updated 1 minute ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $3.29B $4.53B $5.55B
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $409.95B $416.06B $472.3B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $40.87B $41.32B $44.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.91B $687M $6.73B
Cash from investing -$5.81B -$9.48B -$44.28B
Cash from financing -$3.52B $6.34B $39.71B
Net change in cash -$3.19B -$2.76B $2.38B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders