SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Bank of New York Mellon Corp for the quarter ended March 31, 2019. The report was signed on May 14, 2019, by Ivan R. Arias, Attorney-In-Fact. This is a combination report, meaning it covers a portion of the holdings for the reporting manager, with other portions reported by separate managers.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow). The following metrics relate to the assets managed and reported:
- Total Value of Reported Holdings: $357,288,987,000 (357.3 billion USD).
- Total Number of Holdings Entries: 19,228.
- Number of Other Included Managers: 29.
- Operating Metrics: The filing text does not provide revenue, profit, cash flow, margins, debt, or liquidity figures for Bank of New York Mellon Corp itself.
Material Changes and Scope
This report aggregates holdings across multiple institutional investment managers under the Bank of New York Mellon umbrella. The filing explicitly lists 29 other managers whose holdings are included in this report, such as Mellon Investments Corporation, The Dreyfus Corporation, and Newton Investment Management. The report does not provide a comparative table of changes versus the prior quarter (December 31, 2018) within the provided text.
Guidance, Outlook, and Risks
The filing text does not contain management commentary, forward-looking guidance, or specific risk factors regarding the company's future performance. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total assets under management (AUM) reported ($357.3 billion) against the company's official quarterly earnings release to understand the proportion of AUM covered by this specific 13F filing.
- Note that this is a "Combination Report," meaning the full scope of the firm's holdings is split across multiple filings; investors should check the listed "Other Managers" for a complete picture.
- Confirm the specific equity positions (tickers and share counts) in the full schedule of the filing, as the summary text only provides aggregate totals.
- Be aware that this document reflects holdings as of March 31, 2019, and does not reflect subsequent market movements or trading activity.