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← Berkshire Hathaway Inc, its record

Berkshire Hathaway Inc and Arrowstreet Capital LP: where the books meet

At Q2 2026, at least 9.7% of the two 13F books was the same, across 11 stocks both listed, against 0.0% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%5%11%Q2 2013: 0.0%, 0 in bothQ3 2013: 0.0%, 0 in bothQ4 2013: 0.0%, 0 in bothQ1 2014: 0.0%, 0 in both14Q2 2014: 0.0%, 0 in bothQ3 2014: 0.0%, 0 in bothQ4 2014: 0.0%, 0 in bothQ1 2015: 0.0%, 0 in both15Q2 2015: 0.0%, 0 in bothQ3 2015: 0.0%, 0 in bothQ4 2015: 0.0%, 0 in bothQ1 2016: 0.0%, 0 in both16Q2 2016: 0.0%, 0 in bothQ3 2016: 0.0%, 0 in bothQ4 2016: 0.0%, 0 in bothQ1 2017: 2.6%, 16 in both17Q2 2017: 5.1%, 18 in bothQ3 2017: 4.2%, 17 in bothQ4 2017: 3.4%, 15 in bothQ1 2018: 4.7%, 19 in both18Q2 2018: 3.8%, 13 in bothQ3 2018: 5.1%, 21 in bothQ4 2018: 7.1%, 25 in bothQ1 2019: 3.4%, 12 in both19Q2 2019: 5.3%, 18 in bothQ3 2019: 5.4%, 23 in bothQ4 2019: 3.4%, 18 in bothQ1 2020: 11%, 32 in both20Q2 2020: 7.6%, 27 in bothQ3 2020: 7.2%, 23 in bothQ4 2020: 5.1%, 20 in bothQ1 2021: 5.5%, 25 in both21Q2 2021: 4.5%, 22 in bothQ3 2021: 5.7%, 21 in bothQ4 2021: 5.9%, 23 in bothQ1 2022: 7.0%, 31 in both22Q2 2022: 7.5%, 26 in bothQ3 2022: 9.7%, 27 in bothQ4 2022: 8.0%, 26 in bothQ1 2023: 8.4%, 27 in both23Q2 2023: 9.7%, 25 in bothQ3 2023: 11%, 26 in bothQ4 2023: 10%, 26 in bothQ1 2024: 9.9%, 24 in both24Q2 2024: 11%, 23 in bothQ3 2024: 10%, 24 in bothQ4 2024: 9.8%, 21 in bothQ1 2025: 9.4%, 21 in both25Q2 2025: 8.7%, 24 in bothQ3 2025: 9.4%, 20 in bothQ4 2025: 8.0%, 21 in bothQ1 2026: 7.0%, 13 in both26Q2 2026: 9.7%, 11 in both
  • Q2 2013: 0.0%, 0 in both
  • Q3 2013: 0.0%, 0 in both
  • Q4 2013: 0.0%, 0 in both
  • Q1 2014: 0.0%, 0 in both
  • Q2 2014: 0.0%, 0 in both
  • Q3 2014: 0.0%, 0 in both
  • Q4 2014: 0.0%, 0 in both
  • Q1 2015: 0.0%, 0 in both
  • Q2 2015: 0.0%, 0 in both
  • Q3 2015: 0.0%, 0 in both
  • Q4 2015: 0.0%, 0 in both
  • Q1 2016: 0.0%, 0 in both
  • Q2 2016: 0.0%, 0 in both
  • Q3 2016: 0.0%, 0 in both
  • Q4 2016: 0.0%, 0 in both
  • Q1 2017: 2.6%, 16 in both
  • Q2 2017: 5.1%, 18 in both
  • Q3 2017: 4.2%, 17 in both
  • Q4 2017: 3.4%, 15 in both
  • Q1 2018: 4.7%, 19 in both
  • Q2 2018: 3.8%, 13 in both
  • Q3 2018: 5.1%, 21 in both
  • Q4 2018: 7.1%, 25 in both
  • Q1 2019: 3.4%, 12 in both
  • Q2 2019: 5.3%, 18 in both
  • Q3 2019: 5.4%, 23 in both
  • Q4 2019: 3.4%, 18 in both
  • Q1 2020: 11%, 32 in both
  • Q2 2020: 7.6%, 27 in both
  • Q3 2020: 7.2%, 23 in both
  • Q4 2020: 5.1%, 20 in both
  • Q1 2021: 5.5%, 25 in both
  • Q2 2021: 4.5%, 22 in both
  • Q3 2021: 5.7%, 21 in both
  • Q4 2021: 5.9%, 23 in both
  • Q1 2022: 7.0%, 31 in both
  • Q2 2022: 7.5%, 26 in both
  • Q3 2022: 9.7%, 27 in both
  • Q4 2022: 8.0%, 26 in both
  • Q1 2023: 8.4%, 27 in both
  • Q2 2023: 9.7%, 25 in both
  • Q3 2023: 11%, 26 in both
  • Q4 2023: 10%, 26 in both
  • Q1 2024: 9.9%, 24 in both
  • Q2 2024: 11%, 23 in both
  • Q3 2024: 10%, 24 in both
  • Q4 2024: 9.8%, 21 in both
  • Q1 2025: 9.4%, 21 in both
  • Q2 2025: 8.7%, 24 in both
  • Q3 2025: 9.4%, 20 in both
  • Q4 2025: 8.0%, 21 in both
  • Q1 2026: 7.0%, 13 in both
  • Q2 2026: 9.7%, 11 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockBerkshire Hathaway IncArrowstreet Capital LP
Apple Inc(AAPL)22%Held3.8%Added
Alphabet Inc(GOOGL)9.4%Added2.4%Trimmed
Alphabet Inc(GOOG)3.2%Added2.2%Trimmed
Bank Amer Corp(BAC)9.2%Trimmed0.4%Added
Chubb Limited(CB)3.9%Held0.4%Added
Verisign Inc(VRSN)0.8%Held0.1%Trimmed
Ally Finl Inc(ALLY)0.4%Trimmed0.1%Added
Davita Healthcare Partners I(DVA)2.1%Trimmedunder 0.1%Trimmed
Macys Inc(M)under 0.1%Addedunder 0.1%Trimmed
Coca Cola Co(KO)11%Heldunder 0.1%New
Moodys Corp(MCO)3.7%Heldunder 0.1%Trimmed

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Alphabet Inc(GOOGL)Berkshire Hathaway Inc added; Arrowstreet Capital LP trimmed
  • Bank Amer Corp(BAC)Berkshire Hathaway Inc trimmed; Arrowstreet Capital LP added
  • Alphabet Inc(GOOG)Berkshire Hathaway Inc added; Arrowstreet Capital LP trimmed
  • Ally Finl Inc(ALLY)Berkshire Hathaway Inc trimmed; Arrowstreet Capital LP added
  • Macys Inc(M)Berkshire Hathaway Inc added; Arrowstreet Capital LP trimmed
Berkshire Hathaway Inc: the recordArrowstreet Capital LP: the record

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