Bank of New York Mellon (BNY) Invested Capital (2009 - 2026)
Bank of New York Mellon's (BNY) quarterly Invested Capital came in at $80.4 billion in Q2 2026, little changed year-over-year from $80.2 billion in Q2 2025, and up 2.06% quarter-over-quarter from $78.8 billion in Q1 2026.
Analysis
Bank of New York Mellon (BNY) Invested Capital (2009 - 2026) Analysis & Trends
Bank of New York Mellon (BNY) has reported Invested Capital for 18 consecutive years, with $80.4 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital changed 0.29% year-over-year to $80.4 billion in Q2 2026; TTM through Jun 2026 was $80.4 billion, a 0.29% change from a year earlier, with the FY2025 full-year figure at $78.6 billion, up 7.92% from the prior year.
- Invested Capital was $80.4 billion for Q2 2026 at Bank of New York Mellon, up from $78.8 billion in the prior quarter.
- Over five years, Invested Capital peaked at $80.4 billion in Q2 2026 and troughed at $67.2 billion in Q1 2022.
- A 5-year average of $73.8 billion and a median of $73.0 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital retreated 4.71% in 2022 and gained 10.99% in 2025, its largest moves.
- Over 5 years, Invested Capital stood at $71.1 billion in 2022, then gained by 1.41% to $72.1 billion in 2023, then rose by 1.05% to $72.8 billion in 2024, then climbed by 7.92% to $78.6 billion in 2025, then rose by 2.36% to $80.4 billion in 2026.
- The last three Invested Capital figures came in at $80.4 billion (Q2 2026), $78.8 billion (Q1 2026), and $78.6 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank of New York Mellon | 110.37 Bn | 49.74 Bn | - | 80.45 Bn |
| 2 | State Street | 53.13 Bn | 53.13 Bn | - | - |
| 3 | Northern Trust | 34.62 Bn | 34.62 Bn | - | 22.03 Bn |
| 4 | Sei Investments | 12.83 Bn | 12.74 Bn | - | 2.57 Bn |
| 5 | Healthequity | 7.98 Bn | 7.72 Bn | 257.95 Mn | 2.92 Bn |
| 6 | AtlasClear Holdings | 26.96 Mn | -13.53 Mn | - | 36.46 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 80.45 Bn |
| Mar 31, 2026 | 78.82 Bn |
| Dec 31, 2025 | 78.60 Bn |
| Sep 30, 2025 | 78.90 Bn |
| Jun 30, 2025 | 80.22 Bn |
| Mar 31, 2025 | 76.06 Bn |
| Dec 31, 2024 | 72.83 Bn |
| Sep 30, 2024 | 75.78 Bn |
| Jun 30, 2024 | 72.28 Bn |
| Mar 31, 2024 | 73.08 Bn |
| Dec 31, 2023 | 72.08 Bn |
| Sep 30, 2023 | 70.12 Bn |
| Jun 30, 2023 | 73.35 Bn |
| Mar 31, 2023 | 71.08 Bn |
| Dec 31, 2022 | 71.08 Bn |
| Sep 30, 2022 | 67.56 Bn |
| Jun 30, 2022 | 68.60 Bn |
| Mar 31, 2022 | 67.24 Bn |
| Dec 31, 2021 | 69.06 Bn |
| Sep 30, 2021 | 68.92 Bn |