What Berkshire Hathaway Inc changed, 2013 to 2026
53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.
Reported book
$299bn
$91.9bn at Q2 2013
Positions
29
43 at Q2 2013
Top ten weight
88%
84% at Q2 2013
Typical quarterly turnover
about 1%
Estimated from share changes
- Q2 2013: $91.9bn
- Q3 2013: $92.0bn
- Q4 2013: $105bn
- Q1 2014: $106bn
- Q2 2014: $108bn
- Q3 2014: $108bn
- Q4 2014: $109bn
- Q1 2015: $107bn
- Q2 2015: $110bn
- Q3 2015: $127bn
- Q4 2015: $132bn
- Q1 2016: $129bn
- Q2 2016: $130bn
- Q3 2016: $129bn
- Q4 2016: $148bn
- Q1 2017: $162bn
- Q2 2017: $162bn
- Q3 2017: $178bn
- Q4 2017: $191bn
- Q1 2018: $189bn
- Q2 2018: $196bn
- Q3 2018: $221bn
- Q4 2018: $183bn
- Q1 2019: $199bn
- Q2 2019: $208bn
- Q3 2019: $215bn
- Q4 2019: $242bn
- Q1 2020: $176bn
- Q2 2020: $202bn
- Q3 2020: $236bn
- Q4 2020: $270bn
- Q1 2021: $270bn
- Q2 2021: $293bn
- Q3 2021: $293bn
- Q4 2021: $331bn
- Q1 2022: $364bn
- Q2 2022: $300bn
- Q3 2022: $296bn
- Q4 2022: $299bn
- Q1 2023: $325bn
- Q2 2023: $348bn
- Q3 2023: $315bn
- Q4 2023: $352bn
- Q1 2024: $332bn
- Q2 2024: $280bn
- Q3 2024: $266bn
- Q4 2024: $267bn
- Q1 2025: $260bn
- Q2 2025: $258bn
- Q3 2025: $267bn
- Q4 2025: $274bn
- Q1 2026: $263bn
- Q2 2026: $299bn
- Q2 2013: 84%
- Q3 2013: 83%
- Q4 2013: 81%
- Q1 2014: 82%
- Q2 2014: 83%
- Q3 2014: 82%
- Q4 2014: 83%
- Q1 2015: 82%
- Q2 2015: 80%
- Q3 2015: 82%
- Q4 2015: 82%
- Q1 2016: 84%
- Q2 2016: 84%
- Q3 2016: 84%
- Q4 2016: 81%
- Q1 2017: 81%
- Q2 2017: 79%
- Q3 2017: 79%
- Q4 2017: 81%
- Q1 2018: 81%
- Q2 2018: 82%
- Q3 2018: 80%
- Q4 2018: 80%
- Q1 2019: 80%
- Q2 2019: 80%
- Q3 2019: 81%
- Q4 2019: 82%
- Q1 2020: 84%
- Q2 2020: 88%
- Q3 2020: 85%
- Q4 2020: 85%
- Q1 2021: 87%
- Q2 2021: 88%
- Q3 2021: 88%
- Q4 2021: 90%
- Q1 2022: 87%
- Q2 2022: 88%
- Q3 2022: 87%
- Q4 2022: 89%
- Q1 2023: 90%
- Q2 2023: 91%
- Q3 2023: 91%
- Q4 2023: 92%
- Q1 2024: 91%
- Q2 2024: 90%
- Q3 2024: 90%
- Q4 2024: 90%
- Q1 2025: 89%
- Q2 2025: 87%
- Q3 2025: 87%
- Q4 2025: 88%
- Q1 2026: 91%
- Q2 2026: 88%
The positions that defined it
Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Apple Inc(AAPL) | Q1 2016 | $178bnQ2 2023 | $66.0bn | |
| American Express Co(AXP) | Q2 2013 | $56.1bnQ4 2025 | $51.3bn | |
| Coca Cola Co(KO) | Q2 2013 | $32.5bnQ2 2026 | $32.5bn | |
| Alphabet Inc(GOOGL)Capital Stock Class A | Q3 2025 | $28.2bnQ2 2026 | $28.2bn | |
| Bank Amer Corp(BAC) | Q3 2017 | $44.9bnQ4 2021 | $27.5bn | |
| Chevron Corp New(CVX) | Q3 2020 | $29.3bnQ4 2022 | $14.0bn | |
| Occidental Pete Corp(OXY) | Q3 2019 | $17.2bnQ1 2026 | $12.9bn | |
| Chubb Limited(CB) | Q3 2023 | $11.7bnQ2 2026 | $11.7bn | |
| Moodys Corp(MCO) | Q2 2013 | $12.6bnQ4 2025 | $11.2bn | |
| Alphabet Inc(GOOG)Capital Stock Class C | Q1 2026 | $9.6bnQ2 2026 | $9.6bn | |
| Kraft Heinz Co(KHC) | Q3 2015 | $29.6bnQ1 2017 | $7.7bn | |
| Davita Healthcare Partners I(DVA) | Q2 2013 | $6.4bnQ2 2026 | $6.4bn | |
| Wells Fargo & Co New(WFC) | Q2 2013 | $27.8bnQ4 2017 | Soldlast listed Q4 2021 | |
| International Business Machs(IBM) | Q2 2013 | $13.5bnQ4 2016 | Soldlast listed Q4 2017 | |
| Verizon Communications Inc(VZ) | Q1 2014 | $9.2bnQ1 2021 | Soldlast listed Q1 2022 | |
| JPMorgan Chase & Co(JPM) | Q3 2018 | $8.3bnQ4 2019 | Soldlast listed Q3 2020 | |
| Phillips 66(PSX) | Q2 2013 | $8.2bnQ4 2017 | Soldlast listed Q4 2019 | |
| US Bancorp Del(USB) | Q2 2013 | $7.9bnQ4 2019 | Soldlast listed Q4 2022 | |
| Activision Blizzard Inc | Q4 2021 | $5.3bnQ2 2022 | Soldlast listed Q2 2023 | |
| Wal Mart Stores Inc(WMT) | Q2 2013 | $5.2bnQ4 2014 | Soldlast listed Q2 2018 |
Quarter by quarter
Q2 2026: $299bn across 29 positions
Against Q1 2026: 1 new, 7 added to, 6 trimmed, 1 sold out, across all 29 positions.
Turnover about 1% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Alphabet Inc (GOOGL)+$12.6bn
- Alphabet Inc (GOOG)+$8.6bn
- Delta Air Lines Inc Del (DAL)+$2.7bn
- Lennar Corp (LEN)+$309m
- Macys Inc (M)+$118m
- Lennar Corp (LEN-B)+$6.5m
- New York Times Co (NYT)+-$170m
Largest reductions
- Kroger Co (KR)-$1.5bn
- Capital One Finl Corp (COF)-$703m
- Nucor Corp (NUE)-$247m
- Ally Finl Inc (ALLY)$103m
- Davita Healthcare Partners I (DVA)$1.8bn
- Bank Amer Corp (BAC)$2.5bn
Opened
Nothing new among the largest positions.
Sold out
- Constellation Brands Inc (STZ)was $95m
Largest positions, Q2 2026
The largest 25 of 29 reported positions.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Apple Inc (AAPL) | $66.0bn | 22.0% | Held |
| American Express Co (AXP) | $51.3bn | 17.1% | Held |
| Coca Cola Co (KO) | $32.5bn | 10.9% | Held |
| Alphabet Inc (GOOGL) | $28.2bn | 9.4% | Added |
| Bank Amer Corp (BAC) | $27.5bn | 9.2% | Trimmed |
| Chevron Corp New (CVX) | $14.0bn | 4.7% | Held |
| Occidental Pete Corp (OXY) | $12.9bn | 4.3% | Held |
| Chubb Limited (CB) | $11.7bn | 3.9% | Held |
| Moodys Corp (MCO) | $11.2bn | 3.7% | Held |
| Alphabet Inc (GOOG) | $9.6bn | 3.2% | Added |
| Kraft Heinz Co (KHC) | $7.7bn | 2.6% | Held |
| Davita Healthcare Partners I (DVA) | $6.4bn | 2.1% | Trimmed |
| Delta Air Lines Inc Del (DAL) | $5.4bn | 1.8% | Added |
| Sirius XM Holdings Inc (SIRI) | $3.7bn | 1.2% | Held |
| Verisign Inc (VRSN) | $2.3bn | 0.8% | Held |
| Kroger Co (KR) | $2.2bn | 0.7% | Trimmed |
| Ally Finl Inc (ALLY) | $1.2bn | 0.4% | Trimmed |
| Lennar Corp (LEN) | $1.2bn | 0.4% | Added |
| Liberty Live Holdings Inc (LLYVK) | $1.1bn | 0.4% | Held |
| New York Times Co (NYT) | $1.1bn | 0.4% | Added |
| Capital One Finl Corp (COF) | $602m | 0.2% | Trimmed |
| Liberty Live Holdings Inc (LLYVA) | $505m | 0.2% | Held |
| Louisiana Pac Corp (LPX) | $446m | 0.1% | Held |
| Nucor Corp (NUE) | $414m | 0.1% | Trimmed |
| Macys Inc (M) | $173m | 0.1% | Added |
The books most like this one
Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| Ruane Cunniff & Goldfarb LP | 13% | 6 | Compare | |
| T. Rowe Price Associates Inc | at least 12% | 12 | Compare | |
| Caxton Associates LLP | at least 12% | 12 | Compare | |
| Fidelity (FMR LLC) | at least 11% | 14 | Compare | |
| Acadian Asset Management LLC | at least 11% | 10 | Compare | |
| Invesco Ltd | at least 9.9% | 17 | Compare | |
| Arrowstreet Capital LP | at least 9.7% | 11 | Compare | |
| Markel Group Inc | 9.6% | 7 | Compare |
“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.
The filings behind it
Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | Berkshire Hathaway Inc | $299bn | 13F-HR | |
| Q1 2026 | Berkshire Hathaway Inc | $263bn | 13F-HR | |
| Q4 2025 | Berkshire Hathaway Inc | $274bn | 13F-HR | |
| Q3 2025 | Berkshire Hathaway Inc | $267bn | 13F-HR | |
| Q2 2025 | Berkshire Hathaway Inc | $258bn | 13F-HR | |
| Q1 2025 | Berkshire Hathaway Inc | $260bn | 1 | 13F-HR |
| Q4 2024 | Berkshire Hathaway Inc | $267bn | 13F-HR | |
| Q3 2024 | Berkshire Hathaway Inc | $266bn | 13F-HR | |
| Q2 2024 | Berkshire Hathaway Inc | $280bn | 13F-HR | |
| Q1 2024 | Berkshire Hathaway Inc | $332bn | 13F-HR | |
| Q4 2023 | Berkshire Hathaway Inc | $352bn | 1 | 13F-HR |
| Q3 2023 | Berkshire Hathaway Inc | $315bn | 1 | 13F-HR |
| Q2 2023 | Berkshire Hathaway Inc | $348bn | 13F-HR | |
| Q1 2023 | Berkshire Hathaway Inc | $325bn | 13F-HR | |
| Q4 2022 | Berkshire Hathaway Inc | $299bn | 13F-HR | |
| Q3 2022 | Berkshire Hathaway Inc | $296bn | 13F-HR | |
| Q2 2022 | Berkshire Hathaway Inc | $300bn | 13F-HR | |
| Q1 2022 | Berkshire Hathaway Inc | $364bn | 13F-HR | |
| Q4 2021 | Berkshire Hathaway Inc | $331bn | 13F-HR | |
| Q3 2021 | Berkshire Hathaway Inc | $293bn | 13F-HR | |
| Q2 2021 | Berkshire Hathaway Inc | $293bn | 13F-HR | |
| Q1 2021 | Berkshire Hathaway Inc | $270bn | 13F-HR | |
| Q4 2020 | Berkshire Hathaway Inc | $270bn | 13F-HR | |
| Q3 2020 | Berkshire Hathaway Inc | $236bn | 1 | 13F-HR |
| Q2 2020 | Berkshire Hathaway Inc | $202bn | 13F-HR | |
| Q1 2020 | Berkshire Hathaway Inc | $176bn | 13F-HR | |
| Q4 2019 | Berkshire Hathaway Inc | $242bn | 13F-HR | |
| Q3 2019 | Berkshire Hathaway Inc | $215bn | 13F-HR | |
| Q2 2019 | Berkshire Hathaway Inc | $208bn | 13F-HR | |
| Q1 2019 | Berkshire Hathaway Inc | $199bn | 13F-HR | |
| Q4 2018 | Berkshire Hathaway Inc | $183bn | 13F-HR | |
| Q3 2018 | Berkshire Hathaway Inc | $221bn | 13F-HR | |
| Q2 2018 | Berkshire Hathaway Inc | $196bn | 13F-HR | |
| Q1 2018 | Berkshire Hathaway Inc | $189bn | 13F-HR | |
| Q4 2017 | Berkshire Hathaway Inc | $191bn | 13F-HR | |
| Q3 2017 | Berkshire Hathaway Inc | $178bn | 13F-HR | |
| Q2 2017 | Berkshire Hathaway Inc | $162bn | 13F-HR | |
| Q1 2017 | Berkshire Hathaway Inc | $162bn | 13F-HR | |
| Q4 2016 | Berkshire Hathaway Inc | $148bn | 13F-HR | |
| Q3 2016 | Berkshire Hathaway Inc | $129bn | 13F-HR | |
| Q2 2016 | Berkshire Hathaway Inc | $130bn | 13F-HR | |
| Q1 2016 | Berkshire Hathaway Inc | $129bn | 13F-HR | |
| Q4 2015 | Berkshire Hathaway Inc | $132bn | 13F-HR | |
| Q3 2015 | Berkshire Hathaway Inc | $127bn | 13F-HR | |
| Q2 2015 | Berkshire Hathaway Inc | $110bn | 1 | 13F-HR |
| Q1 2015 | Berkshire Hathaway Inc | $107bn | 13F-HR | |
| Q4 2014 | Berkshire Hathaway Inc | $109bn | 13F-HR | |
| Q3 2014 | Berkshire Hathaway Inc | $108bn | 1 | 13F-HR |
| Q2 2014 | Berkshire Hathaway Inc | $108bn | 13F-HR | |
| Q1 2014 | Berkshire Hathaway Inc | $106bn | 13F-HR | |
| Q4 2013 | Berkshire Hathaway Inc | $105bn | 13F-HR | |
| Q3 2013 | Berkshire Hathaway Inc | $92.0bn | 13F-HR | |
| Q2 2013 | Berkshire Hathaway Inc | $91.9bn | 1 | 13F-HR |
Reading this record
A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More