Bank of New York Mellon (VOYA) discloses 6.3% beneficial stake in Voya common stock

Rhea-AI Filing Summary

Voya Financial, Inc. is the subject of an amended Schedule 13G filing in which The Bank of New York Mellon Corporation and certain subsidiaries report beneficial ownership of common stock. As of June 30, 2026, The Bank of New York Mellon Corporation reports beneficial ownership of 5,747,043 Voya Financial common shares, representing 6.3% of the class, with 5,664,125 shares under sole voting power and 15,147 under shared voting power. Subsidiaries BNY Mellon IHC, LLC and MBC Investments Corp each report beneficial ownership of 4,728,375 shares, or 5.2% of the class, with identical voting and dispositive powers. The shares are held in various fiduciary capacities, so other entities are entitled to dividends and sale proceeds, and no single other person has an interest in more than five percent of the class. The filing states it should not be construed as an admission that these entities are beneficial owners for all legal purposes.

Key Figures

BNY Mellon shares owned: 5,747,043 shares BNY Mellon ownership percentage: 6.3% BNY Mellon sole voting power: 5,664,125 shares +5 more

8 metrics

BNY Mellon shares owned 5,747,043 shares Beneficially owned Voya Financial common stock by The Bank of New York Mellon Corporation

BNY Mellon ownership percentage 6.3% Percent of Voya Financial common stock class held by The Bank of New York Mellon Corporation

BNY Mellon sole voting power 5,664,125 shares Shares of Voya Financial over which The Bank of New York Mellon Corporation has sole voting power

BNY Mellon shared voting power 15,147 shares Shares of Voya Financial over which The Bank of New York Mellon Corporation has shared voting power

BNY Mellon IHC stake 4,728,375 shares Beneficially owned Voya Financial shares by BNY Mellon IHC, LLC, 5.2% of the class

MBC Investments Corp stake 4,728,375 shares Beneficially owned Voya Financial shares by MBC Investments Corp, 5.2% of the class

BNY Mellon sole dispositive power 3,572,381 shares Shares of Voya Financial over which The Bank of New York Mellon Corporation has sole dispositive power

BNY Mellon shared dispositive power 2,174,662 shares Shares of Voya Financial over which The Bank of New York Mellon Corporation has shared dispositive power

Key Terms

beneficially owned, dispositive power, fiduciary capacities, percent of class

4 terms

beneficially owned financial

"All of the securities are beneficially owned by The Bank of New York Mellon Corporation"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

dispositive power financial

"Sole Dispositive Power 3,572,381.00 8 | Shared Dispositive Power 2,174,662.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

fiduciary capacities financial

"beneficially owned by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities"

percent of class financial

"Percent of class: See Item 5 through 9 and 11 of cover page(s)"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

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Available on EDGAR 07/29/2026 - 03:41 PM Accepted by SEC EDGAR 07/29/2026 - 03:41 PM Learn about SEC filing dates

FAQ

What ownership stake in Voya Financial (VOYA) does The Bank of New York Mellon Corporation report?

The Bank of New York Mellon Corporation reports beneficial ownership of 5,747,043 Voya Financial common shares, representing 6.3% of the outstanding common stock as of June 30, 2026.

How many Voya Financial (VOYA) shares does BNY Mellon IHC, LLC report owning?

BNY Mellon IHC, LLC reports beneficial ownership of 4,728,375 Voya Financial common shares, equal to 5.2% of the common stock, with 4,555,536 shares under sole voting power.

What percentage of Voya Financial (VOYA) does MBC Investments Corp report on this Schedule 13G/A?

MBC Investments Corp reports beneficial ownership of 4,728,375 Voya Financial common shares, representing 5.2% of the class, with the same voting and dispositive power profile as BNY Mellon IHC, LLC.

How are the Voya Financial (VOYA) shares held by Bank of New York Mellon and its subsidiaries?

All reported Voya Financial shares are held by The Bank of New York Mellon Corporation and its subsidiaries in various fiduciary capacities, so another entity in each case is entitled to dividends or sale proceeds.

Does any single third party hold more than 5% of Voya Financial (VOYA) through these fiduciary accounts?

No. The filing states that while other entities receive dividends or sale proceeds, no one other person's interest in the reported securities exceeds 5% of the class.

What voting and dispositive powers are reported for Bank of New York Mellon over Voya Financial (VOYA) stock?

The Bank of New York Mellon Corporation reports 5,664,125 shares with sole voting power, 15,147 with shared voting power, 3,572,381 with sole dispositive power, and 2,174,662 with shared dispositive power.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

Voya Financial, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

929089100

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 929089100

1

Names of Reporting Persons

Bank of New York Mellon Corp

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 5,664,125.00
6	Shared Voting Power 15,147.00
7	Sole Dispositive Power 3,572,381.00
8	Shared Dispositive Power 2,174,662.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,747,043.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 929089100

1

Names of Reporting Persons

BNY Mellon IHC, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,555,536.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,606,944.00
8	Shared Dispositive Power 2,121,431.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,728,375.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 929089100

1

Names of Reporting Persons

MBC Investments Corp

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,555,536.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,606,944.00
8	Shared Dispositive Power 2,121,431.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,728,375.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Voya Financial, Inc.
(b)	Address of issuer's principal executive offices: 230 PARK AVENUE, NEW YORK, NEW YORK, 10169.
Item 2.
(a)	Name of person filing: The Bank of New York Mellon Corporation
(b)	Address or principal business office or, if none, residence: 240 Greenwich Street New York, New York 10286
(c)	Citizenship: See cover page
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 929089100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See Item 5 through 9 and 11 of cover page(s) as to each reporting person. The filing of this Schedule 13G shall not be construed as an admission that The Bank of New York Mellon Corporation, or its direct or indirect subsidiaries, including The Bank of New York Mellon and BNY Mellon, National Association, are for the purposes of Section 13(d) or 13(g) of the Act, the beneficial owners of any securities covered by this Schedule 13G.
(b)	Percent of class: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(ii) Shared power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iii) Sole power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iv) Shared power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. All of the securities are beneficially owned by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities. As a result, another entity in every instance is entitled to dividends or proceeds of sale. No one other person's interest in the securities reported herein is more than 5%.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit I.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Bank of New York Mellon Corp

Signature:	Andrew Weiser
Name/Title:	Attorney-In-Fact
Date:	07/29/2026

BNY Mellon IHC, LLC

Signature:	Andrew Weiser
Name/Title:	Attorney-In-Fact
Date:	07/29/2026

MBC Investments Corp

Signature:	Andrew Weiser
Name/Title:	Attorney-In-Fact
Date:	07/29/2026