FilingsTodayBerkshire Hathaway
At a glance
The holding company Warren Buffett has run since 1965. It owns insurance, railroad and energy businesses outright and is known for holding large stakes in a small number of listed companies for many years. Greg Abel became CEO in 2026.
At the end of 2026 Q2, Berkshire Hathaway's 13F listed 26 US stocks worth $299.25B. The largest position was Apple at 22% of the portfolio, and the top 10 made up 91%, a concentrated book. The five biggest holdings were Apple ($65.95B), American Express ($51.28B), Alphabet ($37.76B), Coca Cola ($32.51B) and Bank of America ($27.54B).
Against 2026 Q1, it opened 2 new positions and sold out of 2. The largest new positions were Chubb ($11.67B) and Horton D R ($581K). Among the bigger holdings it added to Alphabet (+83.2% shares), Delta AIR Lines (+44% shares) and Lennar Corp /new/ (+29.7% shares). It trimmed Bank of America (-5.9%), Davita (-4.1%) and Kroger (-22%). Positions it exited include Chubb LTD Switz and Constellation Brands.
Over 8 quarters from 2024 Q3 to 2026 Q2, the reported portfolio went from $266.38B to $299.25B (+12.3%) and from 37 to 26 stocks. The largest holding changed over the period: AAPL and NUE. New positions and exits added up to 109 over these quarters.
Top 10 by weight
Quarter by quarter (last 8)
| Quarter | Total value | Stocks | New | Exited | Largest |
|---|---|---|---|---|---|
| 2026 Q2 | $299.25B | 26 | 2 | 2 | AAPL |
| 2026 Q1 | $263.1B | 26 | 4 | 17 | AAPL |
| 2025 Q4 | $274.16B | 39 | 2 | 0 | AAPL |
| 2025 Q3 | $267.33B | 37 | 35 | 1 | AAPL |
| 2025 Q1 | $1.11B | 3 | 0 | 34 | NUE |
| 2025 Q2 | $257.52B | 37 | 5 | 3 | AAPL |
| 2024 Q4 | $267.18B | 35 | 1 | 3 | AAPL |
| 2024 Q3 | $266.38B | 37 | - | - | AAPL |
Holdings top 26
| Stock | Value | Weight | Share change |
|---|---|---|---|
| Apple AAPL | $65.95B | 22.04% | 0.0% |
| American Express AXP | $51.28B | 17.14% | 0.0% |
| Alphabet GOOGLAdded | $37.76B | 12.62% | +83.2% |
| Coca Cola KO | $32.51B | 10.86% | 0.0% |
| Bank of America BACReduced | $27.54B | 9.20% | -5.9% |
| Chevron CVX | $13.99B | 4.67% | 0.0% |
| Occidental Petroleum OXY | $12.87B | 4.30% | 0.0% |
| Chubb CBNew | $11.67B | 3.90% | New |
| Moodys MCO | $11.17B | 3.73% | 0.0% |
| Kraft Heinz KHC | $7.69B | 2.57% | 0.0% |
| Davita DVAReduced | $6.43B | 2.15% | -4.1% |
| Delta AIR Lines DALAdded | $5.37B | 1.79% | +44.0% |
| Sirius XM Holdings SIRI | $3.69B | 1.23% | 0.0% |
| Verisign VRSN | $2.26B | 0.76% | 0.0% |
| Kroger KRReduced | $2.17B | 0.72% | -22.0% |
| Liberty Live Holdings LLYVA | $1.62B | 0.54% | 0.0% |
| Ally Financial ALLYReduced | $1.24B | 0.41% | -6.9% |
| Lennar Corp /new/ LENAdded | $1.21B | 0.41% | +29.7% |
| NEW York Times CO MTN BEAdded | $1.1B | 0.37% | +3.7% |
| Capital ONE Financial COFReduced | $601.9M | 0.20% | -58.0% |
| Louisiana-Pacific LPX | $445.6M | 0.15% | 0.0% |
| Nucor NUEReduced | $413.8M | 0.14% | -52.5% |
| MacysAdded | $173M | 0.06% | +141.8% |
| NVR NVR | $75.7M | 0.03% | 0.0% |
| Jefferies Financial Group JEF | $21.7M | 0.01% | 0.0% |
| Horton D R DHINew | $581K | 0.00% | New |
Sold out (vs 2026 Q1)
Source: SEC Form 13F. Options and bonds are excluded; multiple lines for the same stock are combined. Stocks are matched by their SEC-registered names.