Berkshire Hathaway 13F Holdings — Q2 2026

Berkshire Hathaway reported 29 US-listed positions worth $299.3B in its 13F for the quarter ended 2026-06-30 (filed 2026-08-14), according to EquiReason's reading of the SEC filing. New positions in Q2 2026: DHI. Sold out: STZ.

Source: 13F-HR on SEC EDGAR · values as the fund reported them · 29 of 89 reported lines matched to US-listed companies (funds, ETFs, options and non-US listings are left out)

Largest positions

#	Company	Value	% of portfolio	Shares	Change in shares
1	AAPL APPLE INC	$66.0B	22.0%	227.92M	Unchanged
2	AXP AMERICAN EXPRESS CO	$51.3B	17.1%	151.61M	Unchanged
3	KO COCA COLA CO	$32.5B	10.9%	400.00M	Unchanged
4	GOOGL ALPHABET INC	$28.2B	9.4%	78.79M	Added (+45.2%)
5	BAC BANK OF AMER CORP	$27.5B	9.2%	483.39M	Trimmed (-5.9%)
6	CVX CHEVRON CORPORATION	$14.0B	4.7%	84.38M	Unchanged
7	OXY OCCIDENTAL PETE CORP	$12.9B	4.3%	264.94M	Unchanged
8	CB CHUBB LIMITED	$11.7B	3.9%	34.25M	Unchanged
9	MCO MOODYS CORP	$11.2B	3.7%	24.67M	Unchanged
10	GOOG ALPHABET INC	$9.6B	3.2%	27.19M	Added (+658.3%)
11	KHC KRAFT HEINZ CO	$7.7B	2.6%	325.63M	Unchanged
12	DVA DAVITA INC	$6.4B	2.1%	28.88M	Trimmed (-4.1%)
13	DAL DELTA AIR LINES INC	$5.4B	1.8%	57.32M	Added (+44.0%)
14	SIRI SIRIUSXM HOLDINGS INC	$3.7B	1.2%	124.81M	Unchanged
15	VRSN VERISIGN INC	$2.3B	0.8%	8.99M	Unchanged
16	KR KROGER CO	$2.2B	0.7%	39.00M	Trimmed (-22.0%)
17	ALLY ALLY FINL INC	$1.2B	0.4%	27.00M	Trimmed (-6.9%)
18	LEN LENNAR CORP	$1.2B	0.4%	13.11M	Added (+29.8%)
19	LLYVK LIBERTY LIVE HOLDINGS INC	$1.1B	0.4%	10.59M	Unchanged
20	NYT NEW YORK TIMES CO MTN BE	$1.1B	0.4%	15.70M	Added (+3.7%)
21	COF CAPITAL ONE FINL CORP	$601.9M	0.2%	3.00M	Trimmed (-58.0%)
22	LLYVA LIBERTY LIVE HOLDINGS INC	$504.9M	0.2%	4.99M	Unchanged
23	LPX LOUISIANA PAC CORP	$445.6M	0.1%	5.66M	Unchanged
24	NUE NUCOR CORP	$413.8M	0.1%	1.86M	Trimmed (-52.5%)
25	M MACYS INC	$173.0M	0.1%	7.35M	Added (+141.8%)

New positions in Q2 2026

#	Company	Value	% of portfolio	Shares
1	DHI D R HORTON INC	$580,504	0.0%	3,564

Sold out in Q2 2026

held at the end of the prior quarter, gone now

Company	Value a quarter earlier	Shares a quarter earlier
STZ	$94.9M	632,890

Added to

#	Company	Value	% of portfolio	Shares	Change in shares
1	GOOGL ALPHABET INC	$28.2B	9.4%	78.79M	Added (+45.2%)
2	GOOG ALPHABET INC	$9.6B	3.2%	27.19M	Added (+658.3%)
3	DAL DELTA AIR LINES INC	$5.4B	1.8%	57.32M	Added (+44.0%)
4	LEN LENNAR CORP	$1.2B	0.4%	13.11M	Added (+29.8%)
5	M MACYS INC	$173.0M	0.1%	7.35M	Added (+141.8%)
6	NYT NEW YORK TIMES CO MTN BE	$1.1B	0.4%	15.70M	Added (+3.7%)
7	LEN-B LENNAR CORP	$26.4M	0.0%	298,117	Added (+25.4%)

Trimmed

#	Company	Value	% of portfolio	Shares	Change in shares
1	BAC BANK OF AMER CORP	$27.5B	9.2%	483.39M	Trimmed (-5.9%)
2	COF CAPITAL ONE FINL CORP	$601.9M	0.2%	3.00M	Trimmed (-58.0%)
3	KR KROGER CO	$2.2B	0.7%	39.00M	Trimmed (-22.0%)
4	NUE NUCOR CORP	$413.8M	0.1%	1.86M	Trimmed (-52.5%)
5	DVA DAVITA INC	$6.4B	2.1%	28.88M	Trimmed (-4.1%)
6	ALLY ALLY FINL INC	$1.2B	0.4%	27.00M	Trimmed (-6.9%)

Where all the funds moved together. Which companies the tracked funds crowded into or left together this quarter — and how that compares with the quarters before — is in Research Pro. See plans

Berkshire Hathaway — questions

What does Berkshire Hathaway own?: Its largest US-listed positions at the end of Q2 2026: AAPL (22.0%), AXP (17.1%), KO (10.9%), GOOGL (9.4%), BAC (9.2%).
What did Berkshire Hathaway buy in Q2 2026?: New positions: DHI. It added to 7 existing positions.
What did Berkshire Hathaway sell in Q2 2026?: It sold out of STZ and trimmed 6 positions.
When did Berkshire Hathaway file its latest 13F?: On 2026-08-14, for the quarter ended 2026-06-30. 13F filings are due 45 days after each quarter ends.

How these figures are read: methodology · EquiReason.

Important information. Holdings on this page are taken from Form 13F filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. 13F filings are reported up to 45 days after quarter end, list only long positions in certain U.S.-listed securities, and may not reflect the manager's current holdings. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.