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Companies / Financials / BNY Mellon
BNY

BNY Mellon

FinancialsBanks & BrokersS&P 500
Ticker BNYNEW YORK, NYFiscal year ends DecemberBook value per share $64.22Diluted shares 695.5M

The Bank of New York Mellon Corporation is a global financial services company providing custody, asset servicing, issuer services, payments, trade and clearance, collateral management, investment management, and wealth management services to clients. Its three principal business segments are Securities Services,… From the company’s description.

In fiscal 2025, BNY Mellon reported revenue of $20.08B, up 7.8% from fiscal 2024, and net income of $5.55B. Its pre-tax margin was 35.1%. Over the twelve months to Jun 30, 2026, revenue was $21.37B.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$20.08BFY2025
+7.8% year over year
Last 12 mo $21.37B
35.15%FY2025
+3.7 percentage points
Last 12 mo 37.35%
$5.55BFY2025
+22.5% year over year
Last 12 mo $6.30B
12.52%FY2025
+1.6 percentage points
Last 12 mo 14.10%
Cash & financing
$6.73BFY2025
+879.6% year over year
Last 12 mo $3.57B
$5.18BFY2025
+762.0% year over year
Last 12 mo $1.59B
8.26FY2025
Was 7.77× a year earlier
Last 12 mo 0.80
716.7MFY2025
−4.2% year over year
Last 12 mo 695.5M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What BNY Mellon does

In the company’s own words

The Bank of New York Mellon Corporation is a global financial services company providing custody, asset servicing, issuer services, payments, trade and clearance, collateral management, investment management, and wealth management services to clients. Its three principal business segments are Securities Services, Market and Wealth Services, and Investment and Wealth Management; an Other segment includes corporate treasury and investment activities, insurance, trading, and certain business exits. Through its banking subsidiaries, the company also provides banking and securities-related services. BNY and its subsidiaries have operated since 1784 and serve clients through operations in the United States and internationally. As of December 31, 2025, it had $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. The company had approximately 48,100 full-time employees worldwide at that date. Its website is www.bny.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
NEW YORK, NY
Fiscal year end
December
CIK
1390777
SIC
6022

Financial performance, year by year

Fiscal 2013–2025 · USD
$-2.14B$4.27B$10.68B$17.09B$23.50B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns BNY Mellon — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

936
funds hold it
3 of 35
superinvestors hold it
$32.61B
held by funds, at market
33.9%
of shares held by funds
50
bond issues held by funds

Superinvestors in BNY Mellon · what they did last quarter

Tom GaynerUNCHANGED
Markel Group (Markel-Gayner)
0.1%of 13F portfolio
Tweedy BrowneDECREASED -6.2%
Tweedy, Browne
1.1%of 13F portfolio
Bill NygrenDECREASED -1.3%
Harris Associates (Oakmark)
<0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · BNY Mellon’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.14%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.15%of fund net assets
Dodge & Cox Stock Fund
DODGX · Dodge & Cox Funds
1.41%of fund net assets
iShares Core S&P 500 ETF
IVV · iShares Trust
0.15%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.15%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

BNY Mellon’s bonds, as funds hold them

Funds report holding 50 issues of BNY Mellon’s debt, $5.80B at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.72%, maturing 2026 to 2039.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do BNY Mellon and its peers compare on margins and cash generation over ten years?”
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