# BNY (BNY): value investors who own it | moatshark

10 value investors held BNY in their Q3 2026 13F, led by First Eagle Investment Management, Matrix Asset Advisors, Dodge & Cox, Tweedy, Browne, Davis…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 2.2% | $1.3bn | Trimmed -6.1% | 53 |
| Matrix Asset Advisors | 1.9% | $23.0m | Trimmed -9.0% | 22 |
| Dodge & Cox | 1.3% | $2.4bn | Trimmed -29% | 53 |
| Tweedy, Browne | 1.1% | $14.8m | Trimmed -6.2% | 53 |
| Davis Selected Advisers | 0.2% | $53.0m | Trimmed -30% | 53 |
| Markel Group | 0.1% | $18.0m | Unchanged | 29 |
| Yacktman Asset Management | 0.1% | $9.3m | Trimmed -82% | 53 |
| Horizon Kinetics | 0.0% | $1.5m | Unchanged | 23 |
| Harris Associates (Oakmark) | 0.0% | $6.1m | Trimmed -1.3% | 53 |
| Mairs & Power | 0.0% | $851k | Unchanged | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-28 | Minaya Jose | Senior Executive VP | Sold | 1843 | $273k |
| 2026-09-28 | Minaya Jose | Senior Executive VP | Sold | 1655 | $247k |
| 2026-09-28 | Minaya Jose | Senior Executive VP | Sold | 22 | $3k |
| 2026-08-27 | Minaya Jose | Senior Executive VP | Sold | 2590 | $421k |
| 2026-08-27 | Minaya Jose | Senior Executive VP | Sold | 930 | $152k |
| 2026-07-29 | McDonogh Dermot | Chief Financial Officer | Sold | 10303 | $1.6m |
| 2026-07-29 | McDonogh Dermot | Chief Financial Officer | Sold | 9000 | $1.4m |
| 2026-07-29 | McDonogh Dermot | Chief Financial Officer | Sold | 7200 | $1.1m |
| 2026-07-29 | McDonogh Dermot | Chief Financial Officer | Sold | 5297 | $820k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 1.1% | $876m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/bk). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.