Berkshire Hathaway (Warren Buffett)
BERKSHIRE HATHAWAY INC · CIK 0001067983 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$299.25B
2026 Q2
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
88.5%
Est. Net Flow (Q)
—
2026 Q2
AUM History
Quarterly History · 39 Quarter
| Quarter | Filed | Holdings | Total Value | Turnover % | Top 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | 29 | $299.25B | 0.0% | AAPL, AXP, KO, GOOGL, BAC, CVX, OXY, H1467J104, MCO, GOOG |
| 2026 Q1 | 2026-05-15 | 29 | $263.10B | 5.8% | AAPL, AXP, KO, BAC, CVX, OXY, GOOGL, H1467J104, MCO, KHC |
| 2025 Q4 | 2026-02-17 | 42 | $274.16B | 1.4% | AAPL, AXP, BAC, KO, CVX, MCO, OXY, H1467J104, KHC, GOOGL |
| 2025 Q3 | 2025-11-14 | 41 | $267.33B | 1.7% | AAPL, AXP, BAC, KO, CVX, OXY, MCO, H1467J104, KHC, GOOGL |
| 2025 Q2 | 2025-08-14 | 41 | $257.52B | 197.7% | AAPL, AXP, BAC, KO, CVX, MCO, OXY, KHC, H1467J104, DVA |
| 2025 Q1 | 2025-08-14 | 4 | $1.11B | 200.0% | NUE, LEN, DHI, LEN-B |
| 2024 Q4 | 2025-02-14 | 38 | $267.18B | 0.5% | AAPL, AXP, BAC, KO, CVX, OXY, MCO, KHC, H1467J104, DVA |
| 2024 Q3 | 2024-11-14 | 40 | $266.38B | 2.3% | AAPL, AXP, BAC, KO, CVX, OXY, MCO, KHC, H1467J104, DVA |
| 2024 Q2 | 2024-08-14 | 41 | $279.97B | 0.5% | AAPL, BAC, AXP, KO, CVX, OXY, KHC, MCO, H1467J104, DVA |
| 2024 Q1 | 2024-05-15 | 41 | $331.68B | 194.9% | AAPL, BAC, AXP, KO, CVX, OXY, KHC, MCO, H1467J104, DVA |
| 2023 Q3 | 2024-05-15 | 1 | $1.70B | 0.0% | H1467J104 |
| 2023 Q4 | 2024-05-15 | 1 | $4.54B | 200.0% | H1467J104 |
| 2023 Q2 | 2023-08-14 | 48 | $348.19B | 0.5% | AAPL, BAC, AXP, KO, CVX, OXY, KHC, MCO, HPQ, DVA |
| 2023 Q1 | 2023-05-15 | 48 | $325.11B | 1.2% | AAPL, BAC, AXP, KO, CVX, OXY, KHC, MCO, ATVIEUR, HPQ |
| 2022 Q4 | 2023-02-14 | 49 | $299.01B | 0.3% | AAPL, BAC, CVX, KO, AXP, KHC, OXY, MCO, ATVIEUR, HPQ |
| 2022 Q3 | 2022-11-14 | 49 | $296.10B | 1.6% | AAPL, BAC, CVX, KO, AXP, OXY, KHC, MCO, ATVIEUR, TSM |
| 2022 Q2 | 2022-08-15 | 47 | $300.13B | 0.0% | AAPL, BAC, KO, CVX, AXP, KHC, OXY, MCO, USB, ATVIEUR |
| 2022 Q1 | 2022-05-16 | 49 | $363.55B | 6.0% | AAPL, BAC, AXP, CVX, KO, KHC, MCO, OXY, USB, ATVIEUR |
| 2021 Q4 | 2022-02-14 | 44 | $330.95B | 0.9% | AAPL, BAC, AXP, KO, KHC, MCO, VZ, USB, CVX, BNY |
| 2021 Q3 | 2021-11-15 | 43 | $293.45B | 0.5% | AAPL, BAC, AXP, KO, KHC, MCO, VZ, USB, DVA, BNY |
| 2021 Q2 | 2021-08-16 | 44 | $293.02B | 0.3% | AAPL, BAC, AXP, KO, KHC, MCO, VZ, USB, DVA, CHTR |
| 2021 Q1 | 2021-05-17 | 46 | $270.44B | 186.0% | AAPL, BAC, AXP, KO, KHC, VZ, MCO, USB, DVA, GM |
| 2020 Q3 | 2021-02-16 | 3 | $7.04B | 185.4% | VZ, CVX, MRSH |
| 2020 Q4 | 2021-02-16 | 47 | $269.93B | 11.8% | AAPL, BAC, KO, AXP, KHC, VZ, MCO, USB, DVA, CVX |
| 2020 Q2 | 2020-08-14 | 44 | $202.41B | 3.5% | AAPL, BAC, KO, AXP, KHC, MCO, WFC, USB, DVA, BNY |
| 2020 Q1 | 2020-05-15 | 50 | $175.53B | 0.0% | AAPL, BAC, KO, AXP, WFC, KHC, MCO, JPM, USB, DVA |
| 2019 Q4 | 2020-02-14 | 52 | $242.05B | 0.3% | AAPL, BAC, KO, AXP, WFC, KHC, JPM, USB, MCO, DAL |
| 2019 Q3 | 2019-11-14 | 48 | $214.67B | 1.3% | AAPL, BAC, KO, WFC, AXP, KHC, USB, JPM, MCO, DAL |
| 2019 Q2 | 2019-08-14 | 47 | $208.10B | 0.8% | AAPL, BAC, KO, WFC, AXP, KHC, USB, JPM, MCO, DAL |
| 2019 Q1 | 2019-05-15 | 48 | $199.48B | 0.5% | AAPL, BAC, WFC, KO, AXP, KHC, USB, JPM, MCO, BNY |
| 2018 Q4 | 2019-02-14 | 48 | $183.07B | 1.7% | AAPL, BAC, WFC, KO, AXP, KHC, USB, JPM, BNY, MCO |
| 2018 Q3 | 2018-11-14 | 46 | $221.02B | 3.7% | AAPL, BAC, WFC, KO, KHC, AXP, USB, MCO, GS, JPM |
| 2018 Q2 | 2018-08-14 | 44 | $195.62B | 1.2% | AAPL, WFC, KHC, BAC, KO, AXP, USB, MCO, PSX, BNY |
| 2018 Q1 | 2018-05-15 | 46 | $188.94B | 0.3% | AAPL, WFC, BAC, KHC, KO, AXP, USB, PSX, MCO, BNY |
| 2017 Q4 | 2018-02-14 | 48 | $191.24B | 0.2% | AAPL, WFC, KHC, BAC, KO, AXP, PSX, USB, MCO, BNY |
| 2017 Q3 | 2017-11-14 | 47 | $177.68B | 10.1% | WFC, KHC, AAPL, KO, BAC, AXP, PSX, IBM, USB, MCO |
| 2017 Q2 | 2017-08-14 | 47 | $162.14B | 0.8% | KHC, WFC, AAPL, KO, AXP, IBM, PSX, USB, CHTR, MCO |
| 2017 Q1 | 2017-05-15 | 46 | $161.87B | 0.2% | KHC, WFC, AAPL, KO, AXP, IBM, PSX, USB, CHTR, MCO |
| 2016 Q4 | 2017-02-14 | 47 | $147.99B | — | KHC, WFC, KO, IBM, AXP, PSX, AAPL, USB, DAL, CHTR |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Chou Associates (Francis Chou) | 20.0% | KHC, LPX, MCO, OXY, SIRI, AAPL, BAC, ALLY +2 |
| Hosking Partners | 11.4% | CVX, DAL, KR, LLYVA, LLYVK, LPX, OXY, SIRI +5 |
| Smead Capital Management | 10.9% | LEN, OXY, AXP, BAC, DHI, NVR |
| Himalaya Capital (Li Lu) | 8.8% | AAPL, GOOGL, GOOG |
| Semper Augustus Investments | 8.2% | CVX, KO, AXP, AAPL, GOOGL, GOOG |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.