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, 2025. The report was signed on April 29, 2025, by Andrew Weiser, Attorney-In-Fact. It 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 reports equity holdings rather than the operating financial performance (revenue, profit, cash flow) of the Bank of New York Mellon Corp itself. The filing provides the following aggregate data regarding the reported investment portfolio:
- Total Value of Reported Holdings: $504,913,648,657
- Total Number of Holdings Entries: 31,891
- Number of Other Included Managers: 18
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity for the Bank of New York Mellon Corp as an operating entity.
Material Changes and Portfolio Composition
The report aggregates holdings across multiple institutional investment managers under the Bank of New York Mellon umbrella. The filing lists 18 other managers included in this report, including:
- BNY Mellon Trust of Delaware
- Mellon Investments Corporation
- Newton Investment Management Limited
- Boston Partners
- Insight North America LLC
- Alaska Permanent Fund Corporation
Specific changes in holdings compared to the prior period (December 31, 2024) are not detailed in the provided cover page text; the full schedule of transactions would be required to analyze material changes.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or risk factors regarding the company's future operations. The document includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total reported equity value of approximately $504.9 billion against the company's total assets to understand the proportion of equity investments managed.
- Confirm the list of 18 included managers to ensure all relevant sub-advisors are accounted for in the aggregate data.
- Note that this report covers only equity securities; it does not reflect fixed income, derivatives, or cash positions held by the firm.
- Check the full Schedule 13F (not included in this text) for specific buy/sell activity to identify shifts in sector allocation.