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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

3 current, options excluded

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.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

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

Source: SEC EDGAR submissions, updated about 10 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $3.29B $4.53B $5.55B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $409.95B $416.06B $472.3B
Total equity $40.87B $41.32B $44.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.91B $0.687B $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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

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