Berkshire Hathaway Inc. Warren Buffett
Omaha, NE 24 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $299.3B
- 29 holdings
- 2026 Q2
- +13.7% QoQ
- Top 5 68.6%
Warren Buffett's biggest moves in 2026 Q2 were adding to Alphabet and Delta Air Lines, trimming Kroger and DaVita, and selling out of Constellation Brands.
AUM over time
Latest book
| AAPL, Apple | Hold | 227,917,808 | $289.36 | $66B | — | — | |
| AXP, American Express | Hold | 151,610,700 | $338.25 | $51.3B | — | — | |
| KO, Coca-Cola | Hold | 400,000,000 | $81.27 | $32.5B | — | — | |
| GOOGL, Alphabet Class A | Add +45.2% | 78,791,167 | $357.37 | $28.2B | +24,541,369 | +$12.6B | |
| BAC, Bank of America | Reduce −5.9% | 483,394,015 | $56.98 | $27.5B | −30,230,150 | +$2.5B | |
| CVX, Chevron | Hold | 84,375,856 | $165.76 | $14B | — | — | |
| OXY, Occidental | Hold | 264,941,431 | $48.57 | $12.9B | — | — | |
| CB, Chubb | Hold | 34,249,183 | $340.74 | $11.7B | — | — | |
| MCO, Moody's | Hold | 24,669,778 | $452.92 | $11.2B | — | — | |
| GOOG, Alphabet Class C | Add +658.3% | 27,188,433 | $353.33 | $9.6B | +23,603,218 | +$8.6B | |
| KHC, Kraft Heinz | Hold | 325,634,818 | $23.62 | $7.7B | — | — | |
| DVA, DaVita | Reduce −4.1% | 28,880,209 | $222.48 | $6.4B | −1,220,376 | +$1.8B | |
| DAL, Delta Air Lines | Add +44.0% | 57,320,000 | $93.66 | $5.4B | +17,510,544 | +$2.7B | |
| SIRI, Sirius XM | Hold | 124,807,117 | $29.54 | $3.7B | — | — | |
| VRSN, VeriSign | Hold | 8,989,880 | $251.56 | $2.3B | — | — | |
| KR, Kroger | Reduce −22.0% | 39,000,000 | $55.53 | $2.2B | −11,000,000 | −$1.5B | |
| ALLY, Ally Financial | Reduce −6.9% | 27,000,000 | $45.95 | $1.2B | −2,000,000 | +$103M | |
| LEN, Lennar Class A | Add +29.8% | 13,111,741 | $90.49 | $1.2B | +3,012,099 | +$309M | |
| LLYVK, Liberty Live | Hold | 10,587,143 | $105.64 | $1.1B | — | — | |
| NYT, New York Times | Add +3.7% | 15,700,000 | $69.98 | $1.1B | +553,465 | −$170M | |
| COF, Capital One | Reduce −58.0% | 3,000,000 | $200.62 | $602M | −4,150,000 | −$703M | |
| LLYVA | Hold | 4,986,588 | $101.26 | $505M | — | — | |
| LPX, Louisiana Pacific | Hold | 5,664,793 | $78.66 | $446M | — | — | |
| NUE, Nucor | Reduce −52.5% | 1,857,752 | $222.75 | $414M | −2,049,323 | −$247M | |
| M, Macys | Add +141.8% | 7,347,426 | $23.55 | $173M | +4,309,071 | +$118M | |
| NVR | Hold | 11,112 | $6,813 | $76M | — | — | |
| LEN.B, Lennar Class B | Add +25.4% | 298,117 | $88.71 | $26M | +60,414 | +$6.5M | |
| JEF, Jefferies | Hold | 433,558 | $49.98 | $22M | — | — |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| STZ, Constellation Brands | Exit | 0 | $150.00 | $95M | −632,890 | −$95M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 29 | $299.3B | +13.7% | 13F-HR | 8/14/2026 | 000119312526352200 |
| 2026 Q1 | 29 | $263.1B | −4.0% | 13F-HR | 5/15/2026 | 000119312526226661 |
| 2025 Q4 | 42 | $274.2B | +2.6% | 13F-HR | 2/17/2026 | 000119312526054580 |
| 2025 Q3 | 41 | $267.3B | +3.8% | 13F-HR | 11/14/2025 | 000119312525282901 |
| 2025 Q2 | 41 | $257.5B | −0.5% | 13F-HR | 8/14/2025 | 000095012325008343 |
| 2025 Q1 | 4 | $1.1B | — | new holds | 8/14/2025 | 000095012325008361 |
| 2025 Q1 | 36 | $258.7B | −3.2% | 13F-HR | 5/15/2025 | 000095012325005701 |
| 2024 Q4 | 38 | $267.2B | +0.3% | 13F-HR | 2/14/2025 | 000095012325002701 |
| 2024 Q3 | 40 | $266.4B | −4.9% | 13F-HR | 11/14/2024 | 000095012324011775 |
| 2024 Q2 | 41 | $280B | −15.6% | 13F-HR | 8/14/2024 | 000095012324008740 |
| 2024 Q1 | 41 | $331.7B | −4.5% | 13F-HR | 5/15/2024 | 000095012324005622 |
| 2023 Q4 | 1 | $4.5B | — | new holds | 5/15/2024 | 000095012324005664 |
| 2023 Q4 | 41 | $347.4B | +10.9% | 13F-HR | 2/14/2024 | 000095012324002518 |
| 2023 Q3 | 1 | $1.7B | — | new holds | 5/15/2024 | 000095012324005653 |
| 2023 Q3 | 45 | $313.3B | — | RESTATEMENT | 11/16/2023 | 000095012323011029 |
| 2023 Q3 | 45 | $313.3B | −10.0% | 13F-HR | 11/14/2023 | 000095012323010898 |
| 2023 Q2 | 48 | $348.2B | +7.1% | 13F-HR | 8/14/2023 | 000095012323008074 |
| 2023 Q1 | 48 | $325.1B | +8.7% | 13F-HR | 5/15/2023 | 000095012323005270 |
| 2022 Q4 | 49 | $299B | +1.0% | 13F-HR | 2/14/2023 | 000095012323002585 |
| 2022 Q3 | 49 | $296.1B | −1.3% | 13F-HR | 11/14/2022 | 000095012322012275 |
| 2022 Q2 | 47 | $300.1B | −17.4% | 13F-HR | 8/15/2022 | 000095012322009450 |
| 2022 Q1 | 49 | $363.6B | +9.9% | 13F-HR | 5/16/2022 | 000095012322006442 |
| 2021 Q4 | 44 | $331B | +12.8% | 13F-HR | 2/14/2022 | 000095012322002973 |
| 2021 Q3 | 43 | $293.4B | — | 13F-HR | 11/15/2021 | 000095012321015518 |
About
Berkshire Hathaway Inc.
24 processed 13Fs on this site, 2021 Q3 to 2026 Q2