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Berkshire Hathaway

Superinvestor

Berkshire Hathaway Inc

SEC CIK
0001067983
Manager
Warren Buffett
Style
Value, Quality
Latest filing
Aug 14, 2026

The latest 13F from Berkshire Hathaway covers Q2 2026 (filed Aug 14, 2026): 29 long positions worth $299.3B. The top 10 holdings make up 88.5% of the portfolio, and the largest is Apple Inc. (AAPL) at 22.0%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Full comparison

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

New
1
Est. +$580.5K
Added
7
Est. +$19.2B
Reduced
6
Est. −$3.99B
Sold out
1
Est. −$94.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    22.0%$66.0BHistory
  2. AXPAmerican Express Co
    17.1%$51.3BHistory
  3. KOCoca Cola Co
    10.9%$32.5BHistory
  4. GOOGLAlphabet Inc.
    9.4%$28.2BHistory
  5. BACBank of America Corp
    9.2%$27.5BHistory

Share of portfolio

Top 5 holdings and the other 24 positions, by share of portfolio value

  1. AAPL22.0%
  2. AXP17.1%
  3. KO10.9%
  4. GOOGL9.4%
  5. BAC9.2%
  6. Other 24 positions31.3%

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGLAlphabet Inc.
    +$8.77BAddedHistory
  2. GOOGAlphabet Inc.
    +$8.34BAddedHistory
  3. DALDelta Air Lines, Inc.
    +$1.64BAddedHistory
  4. LENLennar Corp
    +$272.6MAddedHistory
  5. MMacy's, Inc.
    +$101.5MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GOOGLAlphabet Inc.
    +3.48 pp5.9% → 9.4%History
  2. GOOGAlphabet Inc.
    +2.82 pp0.4% → 3.2%History
  3. DALDelta Air Lines, Inc.
    +0.79 pp1.0% → 1.8%History
  4. LENLennar Corp
    +0.06 pp0.3% → 0.4%History
  5. MMacy's, Inc.
    +0.04 pp<0.1% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BACBank of America Corp
    −$1.72BReducedHistory
  2. COFCapital One Financial Corp
    −$832.6MReducedHistory
  3. KRKroger Co
    −$610.8MReducedHistory
  4. NUENucor Corp
    −$456.5MReducedHistory
  5. DVADavita Inc.
    −$271.5MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. KRKroger Co
    −0.65 pp1.4% → 0.7%History
  2. BACBank of America Corp
    −0.31 pp9.5% → 9.2%History
  3. COFCapital One Financial Corp
    −0.29 pp0.5% → 0.2%History
  4. NUENucor Corp
    −0.11 pp0.3% → 0.1%History
  5. STZConstellation Brands, Inc.
    −0.04 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$299.3B
+$36.2B (+13.7%) vs. prior quarter
Positions
29
0 vs. prior quarter
Top 10 concentration
88.5%
Top 10 as share of value
Turnover
1.5%
Q2 2026, one quarter
Average holding period
18.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $363.6B (Q1 2022)

Q1 2021: $270.4BQ2 2021: $293.0BQ3 2021: $293.4BQ4 2021: $331.0BQ1 2022: $363.6BQ2 2022: $300.1BQ3 2022: $296.1BQ4 2022: $299.0BQ1 2023: $325.1BQ2 2023: $348.2BQ3 2023: $315.0BQ4 2023: $351.9BQ1 2024: $331.7BQ2 2024: $280.0BQ3 2024: $266.4BQ4 2024: $267.2BQ1 2025: $259.8BQ2 2025: $257.5BQ3 2025: $267.3BQ4 2025: $274.2BQ1 2026: $263.1BQ2 2026: $299.3B
Q1 2021Q2 2026
13F filings of Berkshire Hathaway by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202629$299.3BAAPLAXPKOvs. Q1 2026SEC
Q1 2026May 15, 202629$263.1BAAPLAXPKOvs. Q4 2025SEC
Q4 2025Feb 17, 202642$274.2BAAPLAXPBACvs. Q3 2025SEC
Q3 2025Nov 14, 202541$267.3BAAPLAXPBACvs. Q2 2025SEC
Q2 2025Aug 14, 202541$257.5BAAPLAXPBACvs. Q1 2025SEC
Q1 2025Aug 14, 2025Amended39$259.8BAAPLAXPKOvs. Q4 2024SECSEC
Q4 2024Feb 14, 202538$267.2BAAPLAXPBACvs. Q3 2024SEC
Q3 2024Nov 14, 202440$266.4BAAPLAXPBACvs. Q2 2024SEC
Q2 2024Aug 14, 202441$280.0BAAPLBACAXPvs. Q1 2024SEC
Q1 2024May 15, 202441$331.7BAAPLBACAXPvs. Q4 2023SEC
Q4 2023May 15, 2024Amended42$351.9BAAPLBACAXPvs. Q3 2023SECSEC
Q3 2023May 15, 2024Amended46$315.0BAAPLBACAXPvs. Q2 2023SECSEC
Q2 2023Aug 14, 202348$348.2BAAPLBACAXPvs. Q1 2023SEC
Q1 2023May 15, 202348$325.1BAAPLBACAXPvs. Q4 2022SEC
Q4 2022Feb 14, 202349$299.0BAAPLBACCVXvs. Q3 2022SEC
Q3 2022Nov 14, 202249$296.1BAAPLBACCVXvs. Q2 2022SEC
Q2 2022Aug 15, 202247$300.1BAAPLBACKOvs. Q1 2022SEC
Q1 2022May 16, 202249$363.6BAAPLBACAXPvs. Q4 2021SEC
Q4 2021Feb 14, 202244$331.0BAAPLBACAXPvs. Q3 2021SEC
Q3 2021Nov 15, 202143$293.4BAAPLBACAXPvs. Q2 2021SEC
Q2 2021Aug 16, 202144$293.0BAAPLBACAXPvs. Q1 2021SEC
Q1 2021May 17, 202146$270.4BAAPLBACAXP–SEC

13D and 13G filings

Companies where Berkshire Hathaway reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

10 companies, largest stake first.

Companies where Berkshire Hathaway owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
DVADavita Inc.13D/A45.00%35.9M shares–Feb 16, 20217 filingsFeb 13, 2025SEC
SIRISirius XM Holdings Inc.13G/A37.10%124.8M shares–Nov 14, 20251 filingNov 14, 2025SEC
OXYOccidental Petroleum Corp13G/A32.70%348.9M shares–Mar 4, 20226 filingsAug 14, 2025SEC
LLYVALiberty Live Holdings, Inc.13G19.50%4.99M sharesNewFeb 17, 20261 filingFeb 17, 2026SEC
LENLennar Corp13G/A12.50%26.0M shares+6.30 ppfrom 6.20%Aug 14, 20262 filingsOct 7, 2026SEC
VRSNVerisign Inc13G/A9.70%8.99M shares−4.10 ppfrom 13.80%Feb 16, 20213 filingsNov 14, 2025SEC
NYTNew York Times Co13G9.40%15.1M sharesNewMay 15, 20261 filingMay 15, 2026SEC
DALDelta Air Lines, Inc.13G/A8.70%57.3M shares+2.60 ppfrom 6.10%May 15, 20262 filingsAug 14, 2026SEC
CBChubb Ltd13G/A8.00%31.3M shares–Nov 14, 20242 filingsNov 14, 2025SEC
BACBank of America Corp13G/A7.80%568.1M shares−1.10 ppfrom 8.90%Feb 16, 20214 filingsNov 14, 2025SEC

Latest filings

93 filings on file made by Berkshire Hathaway or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Berkshire Hathaway
CompanyFiled (ET)FormStakeChangeEvent dateFiling
LENLennar CorpOct 7, 20269:47 PM ET13G/A12.50%26.0M shares+6.30 ppfrom 6.20%Sep 30, 2026SEC
DALDelta Air Lines, Inc.Aug 14, 20268:27 PM ET13G/A8.70%57.3M shares+2.60 ppfrom 6.10%Jun 30, 2026SEC
LENLennar CorpAug 14, 20268:18 PM ET13G6.20%13.1M sharesNewJun 30, 2026SEC
LILALiberty Latin America Ltd.May 15, 20265:10 PM ET13G/A0.00%0 shares–Below 5%Mar 31, 2026SEC
NYTNew York Times CoMay 15, 20264:57 PM ET13G9.40%15.1M sharesNewMar 31, 2026SEC
STZConstellation Brands, Inc.May 15, 20264:56 PM ET13G/A0.40%632.9K shares−7.20 ppfrom 7.60%Below 5%Mar 31, 2026SEC
POOLPool CorpMay 15, 20264:53 PM ET13G/A0.00%0 shares−8.20 ppfrom 8.20%Below 5%Mar 31, 2026SEC
CVXChevron CorpMay 15, 20264:53 PM ET13G/A4.20%84.4M shares–Below 5%Mar 31, 2026SEC
DPZDominos Pizza IncMay 15, 20264:53 PM ET13G/A0.00%0 shares−9.90 ppfrom 9.90%Below 5%Mar 31, 2026SEC
DALDelta Air Lines, Inc.May 15, 20264:50 PM ET13G6.10%39.8M sharesNewMar 31, 2026SEC
LLYVALiberty Live Holdings, Inc.Feb 17, 20264:15 PM ET13G19.50%4.99M sharesNewDec 31, 2025SEC
POOLPool CorpFeb 17, 20264:10 PM ET13G/A8.20%3.07M shares−1.00 ppfrom 9.20%Dec 31, 2025SEC
DPZDominos Pizza IncFeb 17, 20264:05 PM ET13G/A9.90%3.35M shares+1.10 ppfrom 8.80%Dec 31, 2025SEC
CBChubb LtdNov 14, 20259:34 PM ET13G/A8.00%31.3M shares–Sep 30, 2025SEC
SIRISirius XM Holdings Inc.Nov 14, 20258:55 PM ET13G/A37.10%124.8M shares–Sep 30, 2025SEC
VRSNVerisign IncNov 14, 20258:46 PM ET13G/A9.70%8.99M shares−4.10 ppfrom 13.80%Sep 30, 2025SEC
DPZDominos Pizza IncNov 14, 20258:43 PM ET13G/A8.80%2.98M shares+1.90 ppfrom 6.90%Sep 30, 2025SEC
STZConstellation Brands, Inc.Nov 14, 20258:42 PM ET13G/A7.60%13.4M shares+1.00 ppfrom 6.60%Sep 30, 2025SEC
BACBank of America CorpNov 14, 20258:40 PM ET13G/A7.80%568.1M shares−1.10 ppfrom 8.90%Sep 30, 2025SEC
POOLPool CorpAug 14, 20254:07 PM ET13G9.20%3.46M sharesNewJun 30, 2025SEC