13F · As of Q2 2026 · filed 2026-08-14 · compared with Q1 2026

Berkshire Hathaway

Warren Buffett's company

Berkshire Hathaway reported 29 US-listed positions worth $299B at the end of Q2 2026. The top three — Apple (22.0%), American Express (17.1%), Coca Cola (10.9%) — make up 50.0% of the portfolio. Against Q1 2026 it opened 1 new positions, sold out of 1, added to 7 and trimmed 6.

$299BReported value

29Positions

1 / 1New / Sold out

New positions

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
D R Horton	DHI	0.6M	0.00%	3,564	New

Security

Ticker

Value ($)

Weight

vs prior quarter

D R Horton

DHI

0.6M

0.00%

3,564

New

Sold out

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Constellation Brands	STZ	94.9M	—	632,890	Sold out

Security

Ticker

Value ($)

Weight

vs prior quarter

Constellation Brands

STZ

94.9M

—

632,890

Sold out

Added to

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Alphabet	GOOGL	28.2B	9.41%	78,791,167	▲ 45%
Alphabet	GOOG	9.6B	3.21%	27,188,433	▲ 658%
Delta Air Lines	DAL	5.4B	1.79%	57,320,000	▲ 44%
Lennar	LEN	1.2B	0.40%	13,111,741	▲ 30%
New York Times Co Mtn Be	NYT	1.1B	0.37%	15,700,000	▲ 4%
Macys	M	173M	0.06%	7,347,426	▲ 142%
Lennar	LEN-B	26.4M	0.01%	298,117	▲ 25%

Security

Ticker

Value ($)

Weight

vs prior quarter

Alphabet

GOOGL

28.2B

9.41%

78,791,167

▲ 45%

Alphabet

GOOG

9.6B

3.21%

27,188,433

▲ 658%

Delta Air Lines

DAL

5.4B

1.79%

57,320,000

▲ 44%

Lennar

LEN

1.2B

0.40%

13,111,741

▲ 30%

New York Times Co Mtn Be

NYT

1.1B

0.37%

15,700,000

▲ 4%

Macys

173M

0.06%

7,347,426

▲ 142%

Lennar

LEN-B

26.4M

0.01%

298,117

▲ 25%

Trimmed

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Bank Of Amer	BAC	27.5B	9.20%	483,394,015	▼ 6%
Davita	DVA	6.4B	2.15%	28,880,209	▼ 4%
Kroger	KR	2.2B	0.72%	39,000,000	▼ 22%
Ally Finl	ALLY	1.2B	0.41%	27,000,000	▼ 7%
Capital One Finl	COF	602M	0.20%	3,000,000	▼ 58%
Nucor	NUE	414M	0.14%	1,857,752	▼ 52%

Security

Ticker

Value ($)

Weight

vs prior quarter

Bank Of Amer

BAC

27.5B

9.20%

483,394,015

▼ 6%

Davita

DVA

6.4B

2.15%

28,880,209

▼ 4%

Kroger

2.2B

0.72%

39,000,000

▼ 22%

Ally Finl

ALLY

1.2B

0.41%

27,000,000

▼ 7%

Capital One Finl

COF

602M

0.20%

3,000,000

▼ 58%

Nucor

NUE

414M

0.14%

1,857,752

▼ 52%

All holdings

CSV ↓

Security	Ticker	Value ($)	Weight	Shares	vs prior quarter
Apple	AAPL	66.0B	22.0%	227,917,808	–
American Express	AXP	51.3B	17.1%	151,610,700	–
Coca Cola	KO	32.5B	10.9%	400,000,000	–
Alphabet	GOOGL	28.2B	9.41%	78,791,167	▲ 45%
Bank Of Amer	BAC	27.5B	9.20%	483,394,015	▼ 6%
Chevron	CVX	14.0B	4.67%	84,375,856	–
Occidental Pete	OXY	12.9B	4.30%	264,941,431	–
CChubb	—	11.7B	3.90%	34,249,183	–
Moodys	MCO	11.2B	3.73%	24,669,778	–
Alphabet	GOOG	9.6B	3.21%	27,188,433	▲ 658%
Kraft Heinz	KHC	7.7B	2.57%	325,634,818	–
Davita	DVA	6.4B	2.15%	28,880,209	▼ 4%
Delta Air Lines	DAL	5.4B	1.79%	57,320,000	▲ 44%
Siriusxm	SIRI	3.7B	1.23%	124,807,117	–
Verisign	VRSN	2.3B	0.76%	8,989,880	–
Kroger	KR	2.2B	0.72%	39,000,000	▼ 22%
Ally Finl	ALLY	1.2B	0.41%	27,000,000	▼ 7%
Lennar	LEN	1.2B	0.40%	13,111,741	▲ 30%
Liberty Live	LLYVK	1.1B	0.37%	10,587,143	–
New York Times Co Mtn Be	NYT	1.1B	0.37%	15,700,000	▲ 4%
Capital One Finl	COF	602M	0.20%	3,000,000	▼ 58%
Liberty Live	LLYVA	505M	0.17%	4,986,588	–
Louisiana Pac	LPX	446M	0.15%	5,664,793	–
Nucor	NUE	414M	0.14%	1,857,752	▼ 52%
Macys	M	173M	0.06%	7,347,426	▲ 142%
Nvr	NVR	75.7M	0.03%	11,112	–
Lennar	LEN-B	26.4M	0.01%	298,117	▲ 25%
Jefferies Financial Group In	JEF	21.7M	0.01%	433,558	–
D R Horton	DHI	0.6M	0.00%	3,564	New

Security

Ticker

Value ($)

Weight

vs prior quarter

Apple

AAPL

66.0B

22.0%

227,917,808

–

American Express

AXP

51.3B

17.1%

151,610,700

–

Coca Cola

32.5B

10.9%

400,000,000

–

Alphabet

GOOGL

28.2B

9.41%

78,791,167

▲ 45%

Bank Of Amer

BAC

27.5B

9.20%

483,394,015

▼ 6%

Chevron

CVX

14.0B

4.67%

84,375,856

–

Occidental Pete

OXY

12.9B

4.30%

264,941,431

–

CChubb

—

11.7B

3.90%

34,249,183

–

Moodys

MCO

11.2B

3.73%

24,669,778

–

Alphabet

GOOG

9.6B

3.21%

27,188,433

▲ 658%

Kraft Heinz

KHC

7.7B

2.57%

325,634,818

–

Davita

DVA

6.4B

2.15%

28,880,209

▼ 4%

Delta Air Lines

DAL

5.4B

1.79%

57,320,000

▲ 44%

Siriusxm

SIRI

3.7B

1.23%

124,807,117

–

Verisign

VRSN

2.3B

0.76%

8,989,880

–

Kroger

2.2B

0.72%

39,000,000

▼ 22%

Ally Finl

ALLY

1.2B

0.41%

27,000,000

▼ 7%

Lennar

LEN

1.2B

0.40%

13,111,741

▲ 30%

Liberty Live

LLYVK

1.1B

0.37%

10,587,143

–

New York Times Co Mtn Be

NYT

1.1B

0.37%

15,700,000

▲ 4%

Capital One Finl

COF

602M

0.20%

3,000,000

▼ 58%

Liberty Live

LLYVA

505M

0.17%

4,986,588

–

Louisiana Pac

LPX

446M

0.15%

5,664,793

–

Nucor

NUE

414M

0.14%

1,857,752

▼ 52%

Macys

173M

0.06%

7,347,426

▲ 142%

Nvr

NVR

75.7M

0.03%

11,112

–

Lennar

LEN-B

26.4M

0.01%

298,117

▲ 25%

Jefferies Financial Group In

JEF

21.7M

0.01%

433,558

–

D R Horton

DHI

0.6M

0.00%

3,564

New

Top 10 holdings by weight · Q2 2026

If you had bought then

Q1 2026 → Q2 2026

Bought Berkshire Hathaway's top 10 holdings at the end of Q1 2026, in its weights, and they were +7.2% by the end of Q2 2026. The S&P 500 ETF (SPY) moved +14.8% over the same dates.

+7.2%Top 10, weighted

+14.8%S&P 500 (SPY)

-7.7%pDifference

Stock	Weight	Q1 2026 end	Q2 2026 end	Change
Apple	24.2%	$253.79	$289.36	+14.0%
American Express	19.2%	$302.48	$338.25	+11.8%
Coca Cola	12.7%	$76.05	$81.27	+6.9%
Bank America	10.5%	$48.75	$56.98	+16.9%
Chevron	7.31%	$206.90	$165.76	-19.9%
Occidental Pete	7.21%	$65.00	$48.57	-25.3%
Alphabet	6.54%	$287.56	$357.37	+24.3%
CChubb Ltd Switz	4.68%	$325.93	$340.74	+4.5%
Moodys	4.51%	$436.25	$452.92	+3.8%
Kraft Heinz	3.07%	$22.49	$23.62	+5.0%

Prices are the quarter-end values reported in 13F filings (value ÷ shares, median across tracked filers), adjusted for confirmed splits; dividends excluded. 13F shows only quarter-end holdings, so this is not the investor's actual return. Past performance does not indicate future results.

Questions

What is Berkshire Hathaway's largest holding?

Apple, 22.0% of reported US holdings ($66.0B) at the end of Q2 2026.

What did Berkshire Hathaway buy last quarter?

1 new positions, largest: D R Horton.

What did Berkshire Hathaway sell out of?

1 positions, including Constellation Brands.

How current is this data?

It is Berkshire Hathaway's Form 13F for the quarter ending 2026-06-30, filed 2026-08-14. 13F filings are due 45 days after quarter end and list US-listed long positions only.

Restated and computed from SEC (13F, 13D/G, Form 4) and DART filings and NPS public data. Filings describe a past date and may differ from current holdings (13F: quarter end, up to 45 days later). Not investment advice.
Sources: SEC EDGAR, DART, data.go.kr (NPS), OpenFIGI. See Methodology for how figures are computed.