13FGuru
Sign in with Google Sign in with Discord

NYSE · Finance

BANK NEW YORK MELLON CORP BNY

BNY Mellon is a leading global investment company that mainly provides investment management, investment services and wealth management to institutional and individual customers. Its core business includes asset custody, clearing and settlement and other investment services, and it develops diversified investment solutions through its affiliated institutions. The company's revenue mainly comes from service fees, its business covers global markets, and it is an important participant in financial infrastructure. Investment analysis can focus on its light-asset operating model and stability.

Sources Company annual reports / financials annualreports.com
Major Banks

Company profile

Business mix

  • There are three major sectors: investment management, investment services (including global custody and clearing), and wealth management.
  • Investment services: Provides global custody, clearing, settlement and other core infrastructure services, and is one of the largest service providers in this field.
  • Investment management: Delivering multi-asset strategies and solutions to institutions and individuals through affiliated companies.

Current key questions

  • Wealth management: Focus on high-net-worth clients and family offices, providing private banking and wealth planning.
  • Global layout: Headquartered in New York, with over 10,000 employees, its business network covers major financial markets.
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.66 FCF 1.49% Buyback 4.05%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.5% $1.2B 2026-03-31
Davis Advisors Chris Davis 0.3% $62.3M 2026-03-31
Yacktman Asset Management Stephen Yacktman 0.6% $42.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $28.0M 2026-03-31
Markel Group Tom Gayner 0.1% $14.8M 2026-03-31
Tweedy, Browne Company 1.0% $12.9M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 6 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $355,890 Estimated from net added shares
Reduction amount $1.4B Estimated from net reduced shares
Net share change / base shares -51.1% -11,783,437 / 23,071,895
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -27.4% 13F value change -$6.6M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -12.7% 13F value change -$3.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -32.4% 13F value change -$12.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 551,977 Last 3 periods -315,631 (-57.2%) Total shares 236,346 Value $28.0M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -17.9% 13F value change -$20.8M
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -5.4% 13F value change +$8.5M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 1.3% 13F value change +$39.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 12,552,364 Last 3 periods -2,684,287 (-21.4%) Total shares 9,868,077 Value $1.2B
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -46.8% 13F value change -$62.8M
13F 2025-12-31 Filed 2026-02-02
Major reduction Shares -48.4% 13F value change -$49.6M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 0.7% 13F value change +$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 1,898,430 Last 3 periods -1,373,202 (-72.3%) Total shares 525,228 Value $62.3M
Tweedy, Browne Company 3 filing periods
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -2.7% 13F value change +$2.1M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -8.4% 13F value change -$360,854
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -14.5% 13F value change -$1.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 142,960 Last 3 periods -34,005 (-23.8%) Total shares 108,955 Value $12.9M
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 2.5% 13F value change +$664,500
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 121,500 Last 3 periods +3,000 (+2.5%) Total shares 124,500 Value $14.8M
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Major reduction Shares -26.8% 13F value change -$6.1M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -7.3% 13F value change -$551,380
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -2.2% 13F value change -$24,578
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 539,131 Last 3 periods -181,433 (-33.7%) Total shares 357,698 Value $42.4M
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -32.5% 13F value change -$162.4M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -29.8% 13F value change -$71.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -98.0% 13F value change -$367.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 7,265,533 Last 3 periods -7,197,879 (-99.1%) Total shares 67,654 Value $7.9M

Recent mentions

No public mentions.