Berkshire Hathaway portfolio: Q2 2026 13F holdings
Warren Buffett. The company Warren Buffett built. Its 13F lists the US stocks Berkshire owns directly; Greg Abel took over from Buffett as CEO at the start of 2026.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Berkshire Hathaway reported 27 US stock positions worth $299.3B at the end of Q2 2026, against $263.1B in 27 positions at the end of Q1 2026. The ten largest are 91% of the portfolio, led by Apple (22%), American Express and Alphabet (Class A). Over the quarter it opened 1 new position (D. R. Horton), sold out of 1 (Constellation Brands), added to 4 and trimmed 3.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Berkshire Hathaway owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| AAPLApple | 22% | $66.0B | 227,917,808 | same | -42% | Members only |
| AXPAmerican Express | 17% | $51.3B | 151,610,700 | same | -59% | Members only |
| GOOGLAlphabet (Class A) | 13% | $37.8B | 105,979,600 | +83% | -5% | Members only |
| KOCoca-Cola | 11% | $32.5B | 400,000,000 | same | -49% | Members only |
| BACBank of America | 9.2% | $27.5B | 483,394,015 | -6% | +16% | Members only |
| CVXChevron | 4.7% | $14.0B | 84,375,856 | same | +2% | Members only |
| OXYOccidental Petroleum | 4.3% | $12.9B | 264,941,431 | same | -33% | Members only |
| CBChubb Limited | 3.9% | $11.7B | 34,249,183 | same | +22% | Members only |
| MCOMoody's | 3.7% | $11.2B | 24,669,778 | same | -29% | Members only |
| KHCKraft Heinz | 2.6% | $7.7B | 325,634,818 | same | -127% | Members only |
| DVADaVita | 2.1% | $6.4B | 28,880,209 | -4% | +102% | Members only |
| DALDelta Air Lines | 1.8% | $5.4B | 57,320,000 | +44% | +108% | Members only |
| Siriusxm Holdings Inc | 1.2% | $3.7B | 124,807,117 | same | — | — |
| VRSNVerisign | 0.8% | $2.3B | 8,989,880 | same | -20% | Members only |
| KRKroger | 0.7% | $2.2B | 39,000,000 | -22% | +25% | Members only |
| Ally Finl Inc | 0.4% | $1.2B | 27,000,000 | -7% | — | — |
| LENLennar | 0.4% | $1.2B | 13,409,858 | +30% | -19% | Members only |
| Liberty Live Holdings Inc | 0.4% | $1.1B | 10,587,143 | same | — | — |
| New York Times CO Mtn BE | 0.4% | $1.1B | 15,700,000 | +4% | — | — |
| COFCapital One | 0.2% | $601.9M | 3,000,000 | -58% | -19% | Members only |
| Liberty Live Holdings Inc | 0.2% | $504.9M | 4,986,588 | same | — | — |
| Louisiana Pac Corp | 0.1% | $445.6M | 5,664,793 | same | — | — |
| NUENucor | 0.1% | $413.8M | 1,857,752 | -52% | -52% | Members only |
| Macys Inc | <0.1% | $173.0M | 7,347,426 | +142% | — | — |
| NVRNVR | <0.1% | $75.7M | 11,112 | same | +2% | Members only |
| Jefferies Financial Group IN | <0.1% | $21.7M | 433,558 | same | — | — |
| DHID. R. Horton | <0.1% | $580,504 | 3,564 | NEW | -14% | Members only |
| STZConstellation Brands | — | — | — | SOLD OUT | -45% | Members only |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Tiger GlobalChase Coleman · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- Elliott Investment ManagementPaul Singer · Q2 2026
- FundsmithTerry Smith · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Berkshire Hathaway’s Form 13F (CIK 1067983, accession 0001193125-26-352200) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Berkshire Hathaway or Warren Buffett.