Warren Buffett’s Bank of New York Mellon BNY Stock Holding History

Warren Buffett’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,069,867	Closed	-$1.14B	–	49
2022 Q4	$1.14B	Sell	25,069,867 -37,141,011	-60%	-$1.59B	0.38%	22
2022 Q3	$2.4B	Sell	62,210,878 -10,146,575	-14%	-$433M	0.81%	14
2022 Q2	$3.02B	Hold	72,357,453	–	–	1.01%	12
2022 Q1	$3.59B	Hold	72,357,453	–	–	0.99%	13
2021 Q4	$4.2B	Hold	72,357,453	–	–	1.27%	10
2021 Q3	$3.75B	Hold	72,357,453	–	–	1.28%	10
2021 Q2	$3.71B	Hold	72,357,453	–	–	1.27%	11
2021 Q1	$3.42B	Hold	72,357,453	–	–	1.27%	11
2020 Q4	$3.07B	Hold	72,357,453	–	–	1.14%	12
2020 Q3	$2.48B	Hold	72,357,453	–	–	1.05%	14
2020 Q2	$2.8B	Sell	72,357,453 -7,407,604	-9%	-$271M	1.38%	10
2020 Q1	$2.69B	Hold	79,765,057	–	–	1.53%	11
2019 Q4	$4.01B	Sell	79,765,057 -1,172,193	-1%	-$55.9M	1.66%	11
2019 Q3	$3.66B	Hold	80,937,250	–	–	1.7%	12
2019 Q2	$3.57B	Hold	80,937,250	–	–	1.72%	12
2019 Q1	$4.08B	Hold	80,937,250	–	–	2.05%	10
2018 Q4	$3.81B	Buy	80,937,250 +3,087,774	+4%	+$150M	2.08%	9
2018 Q3	$3.97B	Buy	77,849,476 +13,049,100	+20%	+$687M	1.8%	11
2018 Q2	$3.49B	Buy	64,800,376 +2,608,928	+4%	+$144M	1.79%	10
2018 Q1	$3.2B	Buy	62,191,448 +1,372,665	+2%	+$76.4M	1.7%	10
2017 Q4	$3.28B	Buy	60,818,783 +10,589,195	+21%	+$564M	1.71%	10
2017 Q3	$2.66B	Hold	50,229,588	–	–	1.5%	13
2017 Q2	$2.56B	Buy	50,229,588 +17,217,529	+52%	+$823M	1.58%	13
2017 Q1	$1.56B	Buy	33,012,059 +11,340,090	+52%	+$530M	0.96%	18
2016 Q4	$1.03B	Buy	21,671,969 +535,257	+3%	+$24.1M	0.69%	19
2016 Q3	$843M	Buy	21,136,712 +309,500	+1%	+$12.4M	0.65%	19
2016 Q2	$809M	Hold	20,827,212	–	–	0.62%	19
2016 Q1	$767M	Buy	20,827,212 +715,000	+4%	+$25.9M	0.6%	21
2015 Q4	$829M	Hold	20,112,212	–	–	0.63%	20
2015 Q3	$787M	Sell	20,112,212 -568,208	-3%	-$23.6M	0.62%	21
2015 Q2	$868M	Hold	20,680,420	–	–	0.79%	17
2015 Q1	$832M	Sell	20,680,420 -1,332,183	-6%	-$51.9M	0.78%	18
2014 Q4	$893M	Sell	22,012,603 -1,365,000	-6%	-$53.4M	0.82%	16
2014 Q3	$905M	Sell	23,377,603 -1,275,233	-5%	-$49.6M	0.84%	15
2014 Q2	$924M	Hold	24,652,836	–	–	0.86%	15
2014 Q1	$870M	Hold	24,652,836	–	–	0.82%	16
2013 Q4	$861M	Hold	24,652,836	–	–	0.82%	17
2013 Q3	$744M	Buy	24,652,836 +8,807	+0%	+$270K	0.81%	17
2013 Q2	$691M	Buy	+24,644,029	New	+$708M	0.75%	17

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Warren Buffett's BNY Position: Q1 2023 in Review

Warren Buffett sold out of Bank of New York Mellon (BNY) in Q1 2023, closing a stake of 25,069,867 shares — an estimated $1.14B sold.

Warren Buffett first reported a position in BNY in Q2 2013 and held it in 39 quarters. The position peaked at $4.2B in Q4 2021. 1,128 funds tracked by Wall St. Rank hold BNY as of Q1 2023.

Warren Buffett reported no remaining Bank of New York Mellon position as of Q1 2023 after selling out during the quarter.
Warren Buffett sold 25,069,867 Bank of New York Mellon shares in Q1 2023, an estimated $1.14B.
Warren Buffett first reported a position in Bank of New York Mellon in Q2 2013 and held it in 39 quarters.
Warren Buffett's Bank of New York Mellon position peaked at $4.2B in Q4 2021.
1,128 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2023.

Based on Berkshire Hathaway's 13F filing for Q1 2023, filed 15 May 2023.