Berkshire Hathaway Inc and T. Rowe Price Associates Inc: where the books meet
At Q2 2026, at least 12% of the two 13F books was the same, across 12 stocks both listed, against 6.3% 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.
- Q2 2013: 6.3%, 26 in both
- Q3 2013: 5.7%, 25 in both
- Q4 2013: 6.3%, 27 in both
- Q1 2014: 6.5%, 31 in both
- Q2 2014: 6.3%, 33 in both
- Q3 2014: 6.0%, 34 in both
- Q4 2014: 5.6%, 32 in both
- Q1 2015: 5.3%, 32 in both
- Q2 2015: 4.9%, 31 in both
- Q3 2015: 4.9%, 32 in both
- Q4 2015: 4.7%, 28 in both
- Q1 2016: 5.2%, 29 in both
- Q2 2016: 5.5%, 29 in both
- Q3 2016: 6.5%, 32 in both
- Q4 2016: 6.3%, 33 in both
- Q1 2017: 6.6%, 30 in both
- Q2 2017: 6.2%, 31 in both
- Q3 2017: 6.5%, 31 in both
- Q4 2017: 6.5%, 30 in both
- Q1 2018: 4.8%, 26 in both
- Q2 2018: 4.6%, 25 in both
- Q3 2018: 5.8%, 27 in both
- Q4 2018: 5.6%, 28 in both
- Q1 2019: 5.5%, 26 in both
- Q2 2019: 5.5%, 26 in both
- Q3 2019: 5.7%, 27 in both
- Q4 2019: 6.8%, 26 in both
- Q1 2020: 6.6%, 26 in both
- Q2 2020: 6.5%, 21 in both
- Q3 2020: 8.1%, 30 in both
- Q4 2020: 7.7%, 26 in both
- Q1 2021: 6.9%, 28 in both
- Q2 2021: 7.0%, 27 in both
- Q3 2021: 6.4%, 25 in both
- Q4 2021: 6.8%, 25 in both
- Q1 2022: 7.4%, 24 in both
- Q2 2022: 7.1%, 24 in both
- Q3 2022: 8.6%, 28 in both
- Q4 2022: 9.0%, 30 in both
- Q1 2023: 9.9%, 29 in both
- Q2 2023: 9.8%, 28 in both
- Q3 2023: 9.4%, 19 in both
- Q4 2023: 9.6%, 19 in both
- Q1 2024: 8.8%, 19 in both
- Q2 2024: 11%, 18 in both
- Q3 2024: 12%, 18 in both
- Q4 2024: 12%, 19 in both
- Q1 2025: 11%, 17 in both
- Q2 2025: 10%, 16 in both
- Q3 2025: 13%, 16 in both
- Q4 2025: 13%, 17 in both
- Q1 2026: 11%, 12 in both
- Q2 2026: 12%, 12 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.
| Stock | Berkshire Hathaway Inc | T. Rowe Price Associates Inc |
|---|---|---|
| Apple Inc(AAPL) | 22%Held | 4.6%Trimmed |
| Alphabet Inc(GOOGL) | 9.4%Added | 3.6%Added |
| Alphabet Inc(GOOG) | 3.2%Added | 2.1%Trimmed |
| Chubb Limited(CB) | 3.9%Held | 0.5%Trimmed |
| Bank Amer Corp(BAC) | 9.2%Trimmed | 0.5%Trimmed |
| Chevron Corp New(CVX) | 4.7%Held | 0.3%Trimmed |
| Coca Cola Co(KO) | 11%Held | 0.2%Added |
| American Express Co(AXP) | 17%Held | 0.2%Added |
| Capital One Finl Corp(COF) | 0.2%Trimmed | 0.1%Added |
| Moodys Corp(MCO) | 3.7%Held | under 0.1%Trimmed |
| Nucor Corp(NUE) | 0.1%Trimmed | under 0.1%Added |
| Louisiana Pac Corp(LPX) | 0.1%Held | under 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.
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