13F value (AUM)
$299.3B
Berkshire
BERKSHIRE HATHAWAY INC
$299.3B
13F long value · 2026-Q2Positions29
CategoryValue
Quarters tracked9
▲ #49 of 581 by 13F value
Size rank 10/10
4 ADD2 2×+2 TRIM1 EXIT
Snapshot
Berkshire's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
29 (1 unmapped)
Top 29 weight
99.9%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 29 shown cover 99.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AAPL | APPLE INC | 22.0% | $66.0B | 227.9M | +14.9% |
| AXP | AMERICAN EXPRESS CO | 17.1% | $51.3B | 151.6M | -5.7% |
| KO | COCA COLA CO | 10.9% | $32.5B | 400.0M | +5.8% |
| GOOGL | ALPHABET INC | 9.4% | $28.2B | 78.8M | -4.0% |
| BAC | BANK OF AMER CORP | 9.2% | $27.5B | 483.4M | -7.6% |
| CVX | CHEVRON CORPORATION | 4.7% | $14.0B | 84.4M | +11.5% |
| OXY | OCCIDENTAL PETE CORP | 4.3% | $12.9B | 264.9M | +17.9% |
| — | CHUBB LIMITED | 3.9% | $11.7B | 34.2M | — |
| MCO | MOODYS CORP | 3.7% | $11.2B | 24.7M | +1.7% |
| GOOG | ALPHABET INC | 3.2% | $9.6B | 27.2M | -1.4% |
| KHC | KRAFT HEINZ CO | 2.6% | $7.7B | 325.6M | -7.2% |
| DVA | DAVITA INC | 2.1% | $6.4B | 28.9M | -32.6% |
| DAL | DELTA AIR LINES INC | 1.8% | $5.4B | 57.3M | -27.2% |
| SIRI | SIRIUSXM HOLDINGS INC | 1.2% | $3.7B | 124.8M | -10.1% |
| VRSN | VERISIGN INC | 0.8% | $2.3B | 9.0M | +6.5% |
Quarterly changes — 2026-Q2
What Berkshire opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | GOOGL | ALPHABET INC | 54.2M | 78.8M | +45.2% | +$12.6B |
| 2×+ | GOOG | ALPHABET INC | 3.6M | 27.2M | +658.3% | +$8.6B |
| ADD | DAL | DELTA AIR LINES INC | 39.8M | 57.3M | +44.0% | +$2.7B |
| TRIM | COF | CAPITAL ONE FINL CORP | 7.2M | 3.0M | -58.0% | -$702.5M |
| ADD | LEN | LENNAR CORP | 10.1M | 13.1M | +29.8% | +$309.4M |
| TRIM | NUE | NUCOR CORP | 3.9M | 1.9M | -52.5% | -$246.9M |
| 2×+ | M | MACYS INC | 3.0M | 7.3M | +141.8% | +$118.1M |
| EXIT | STZ | CONSTELLATION BRANDS INC | 632.9K | 0 | -100.0% | -$94.9M |
| ADD | LNN0 | LENNAR CORP | 237.7K | 298.1K | +25.4% | +$6.5M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.