Warren Buffett portfolio
Chairman of Berkshire Hathaway, which he built and led from 1965 before handing the CEO role to Greg Abel at the start of 2026. One of the most-followed long-term value investors, known for concentrated, buy-and-hold positions in high-quality businesses.
Berkshire Hathaway's 13F for the quarter ending Jun 30, 2026 (filed Aug 14, 2026) reports 29 positions worth $299.3B. The largest are Apple Inc. (22.0%), American Express Company (17.1%), The Coca-Cola Company (10.9%). The top five make up 69% of the reported portfolio.
Since their last filing
How the stocks in this filing have moved since its quarter ended, weighted by position size. This is not the fund's own return: a 13F leaves out cash, short positions and anything bought or sold since.
Biggest movers
- AAPLApple Inc.+17.6%
- AXPAmerican Express Company−8.9%
- CVXChevron Corporation+27.6%
- OXYOccidental Petroleum Corporation+24.1%
What changed in Q2 2026
Compared with the previous 13F. Sorted by how much the share count changed, not by position size.
New 1
| DHI D.R. Horton, Inc. | New position | 0% to <0.1% |
Added 7
| GOOG Alphabet Inc. | +658.3% shares | 0.4% to 3.2% |
| M Macy's, Inc. | +141.8% shares | <0.1% to <0.1% |
| GOOGL Alphabet Inc. | +45.2% shares | 5.9% to 9.4% |
| DAL Delta Air Lines, Inc. | +44.0% shares | 1.0% to 1.8% |
| LEN Lennar Corporation | +29.8% shares | 0.3% to 0.4% |
| LEN/B Lennar Corp | +25.4% shares | <0.1% to <0.1% |
| NYT The New York Times Company | +3.7% shares | 0.5% to 0.4% on price |
Trimmed 6
| COF Capital One Financial Corporation | −58.0% shares | 0.5% to 0.2% |
| NUE Nucor Corporation | −52.5% shares | 0.2% to 0.1% |
| KR The Kroger Co. | −22.0% shares | 1.4% to 0.7% |
| ALLY Ally Financial Inc. | −6.9% shares | 0.4% to 0.4% |
| BAC Bank of America Corporation | −5.9% shares | 9.5% to 9.2% |
| DVA DaVita Inc. | −4.1% shares | 1.8% to 2.1% on price |
Sold out 1
| STZ Constellation Brands, Inc. | Sold out | was <0.1% of portfolio |
Holdings
| # | Stock | Weight | Value | Shares vs last quarter |
|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 22.0% | $66.0B | No change |
| 2 | AXP American Express Company | 17.1% | $51.3B | No change |
| 3 | KO The Coca-Cola Company | 10.9% | $32.5B | No change |
| 4 | GOOGL Alphabet Inc. | 9.4% | $28.2B | +45.2% |
| 5 | BAC Bank of America Corporation | 9.2% | $27.5B | −5.9% |
| 6 | CVX Chevron Corporation | 4.7% | $14.0B | No change |
| 7 | OXY Occidental Petroleum Corporation | 4.3% | $12.9B | No change |
| 8 | CB Chubb Limited | 3.9% | $11.7B | No change |
| 9 | MCO Moody's Corporation | 3.7% | $11.2B | No change |
| 10 | GOOG Alphabet Inc. | 3.2% | $9.6B | +658.3% |
| 11 | KHC The Kraft Heinz Company | 2.6% | $7.7B | No change |
| 12 | DVA DaVita Inc. | 2.1% | $6.4B | −4.1% |
| 13 | DAL Delta Air Lines, Inc. | 1.8% | $5.4B | +44.0% |
| 14 | SIRI Siriusxm Holdings Inc | 1.2% | $3.7B | No change |
| 15 | VRSN VeriSign, Inc. | 0.8% | $2.3B | No change |
| 16 | KR The Kroger Co. | 0.7% | $2.2B | −22.0% |
| 17 | ALLY Ally Financial Inc. | 0.4% | $1.2B | −6.9% |
| 18 | LEN Lennar Corporation | 0.4% | $1.2B | +29.8% |
| 19 | NYT The New York Times Company | 0.4% | $1.1B | +3.7% |
| 20 | LLYVK Liberty Live Holdings Inc | 0.4% | $1.1B | No change |
| 21 | COF Capital One Financial Corporation | 0.2% | $601.9M | −58.0% |
| 22 | LLYVA Liberty Live Holdings Inc | 0.2% | $504.9M | No change |
| 23 | LPX Louisiana Pac Corp | 0.1% | $445.6M | No change |
| 24 | NUE Nucor Corporation | 0.1% | $413.8M | −52.5% |
| 25 | M Macy's, Inc. | <0.1% | $173.0M | +141.8% |
| 26 | NVR NVR, Inc. | <0.1% | $75.7M | No change |
| 27 | LEN/B Lennar Corp | <0.1% | $26.4M | +25.4% |
| 28 | JEF Jefferies Financial Group Inc. | <0.1% | $21.7M | No change |
| 29 | DHI D.R. Horton, Inc. | <0.1% | $581K | New |
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Questions
What does Warren Buffett own?
As of the 13F for Jun 30, 2026, Berkshire Hathaway's largest holdings were Apple Inc. (22.0%), American Express Company (17.1%), The Coca-Cola Company (10.9%), Alphabet Inc. (9.4%), Bank of America Corporation (9.2%).
What did Warren Buffett buy last quarter?
New positions: D.R. Horton, Inc.. Biggest additions by share count: Alphabet Inc., Macy's, Inc., Alphabet Inc., Delta Air Lines, Inc., Lennar Corporation.
What did Warren Buffett sell last quarter?
Sold out of: Constellation Brands, Inc.. Biggest reductions by share count: Capital One Financial Corporation, Nucor Corporation, The Kroger Co., Ally Financial Inc., Bank of America Corporation.
When is Warren Buffett's next 13F filing?
Funds file a 13F within 45 days after each quarter ends. The next one, covering the quarter ending Sep 30, 2026, is due by Nov 14, 2026.
What doesn't a 13F show?
A 13F lists US-listed stocks and options a fund held on the last day of the quarter. It leaves out cash, short positions, bonds, most non-US stocks, and any trading since the quarter ended.
Other investors
- Andreas HalvorsenViking Global Investors
- Bill AckmanPershing Square Capital Management
- Bill GatesGates Foundation Trust
- Carl IcahnIcahn Capital
- Cathie WoodARK Investment Management
- Chase ColemanTiger Global Management
- Chris HohnTCI Fund Management
- Chuck AkreAkre Capital Management
- Daniel LoebThird Point
- Daniel SundheimD1 Capital Partners
- David EinhornGreenlight Capital
- David TepperAppaloosa Management
- George SorosSoros Fund Management
- Howard MarksOaktree Capital Management
- Leopold AschenbrennerSituational Awareness LP
- Li LuHimalaya Capital
- Mohnish PabraiPabrai Investment Funds
- Nelson PeltzTrian Partners
- Paul SingerElliott Management
- Philippe LaffontCoatue Management
- Seth KlarmanBaupost Group
- Stanley DruckenmillerDuquesne Family Office
- Stephen MandelLone Pine Capital