BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings29 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

APPLE INC

227.9M$57.8B22.0%$93.72+236.47%
30 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$45.9B17.4%$85.76+308.79%
30 qtrssince 2018-Q4
Unchanged
0

COCA COLA CO

400M$30.4B11.6%$38.06+119.36%
30 qtrssince 2018-Q4
Unchanged
0

BANK AMERICA CORP

513.6M$25B9.5%$20.86+186.04%
30 qtrssince 2018-Q4
Decreased
0

CHEVRON CORPORATION

84.4M$17.5B6.6%$128.90+36.85%
22 qtrssince 2020-Q4
Decreased
0

OCCIDENTAL PETE CORP

264.9M$17.2B6.5%$55.84-5.29%
17 qtrssince 2022-Q1
Unchanged
0

ALPHABET INC

54.2M$15.6B5.9%$283.94+25.79%
3 qtrssince 2025-Q3
Increased
100

CHUBB LTD SWITZ

34.2M$11.2B4.2%$262.94+32.29%
9 qtrssince 2024-Q1
Unchanged
0

MOODYS CORP

24.7M$10.8B4.1%$131.21+271.37%
30 qtrssince 2018-Q4
Unchanged
0

KRAFT HEINZ CO

325.6M$7.3B2.8%$31.02-19.89%
30 qtrssince 2018-Q4
Unchanged
0

DAVITA INC

30.1M$4.6B1.8%$50.37+362.18%
30 qtrssince 2018-Q4
Decreased
0

KROGER CO

50M$3.6B1.4%$30.46+98.75%
26 qtrssince 2019-Q4
Unchanged
0

SIRIUSXM HOLDINGS INC

124.8M$2.9B1.1%$22.53+35.00%
7 qtrssince 2024-Q3
Unchanged
0

DELTA AIR LINES INC

39.8M$2.6B1.0%$64.60+35.28%
1 qtr
New
74

VERISIGN INC

9M$2.2B0.8%$147.73+82.84%
30 qtrssince 2018-Q4
Unchanged
0

CAPITAL ONE FINL CORP

7.2M$1.3B0.5%$92.95+116.81%
13 qtrssince 2023-Q1
Unchanged
0

NEW YORK TIMES CO MTN BE

15.1M$1.3B0.5%$77.45-3.22%
2 qtrssince 2025-Q4
Increased
63

ALLY FINL INC

29M$1.1B0.4%$32.45+40.47%
17 qtrssince 2022-Q1
Unchanged
0

ALPHABET INC

3.6M$1B0.4%$303.56+16.96%
1 qtr
New
54

LIBERTY LIVE HOLDINGS INC

10.6M$996.4M0.4%$83.33+23.86%
2 qtrssince 2025-Q4
Decreased
0
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$263.1B
AUM
29
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
+0%Q4'24$267.2B-3%Q1'25$258.7B-0%Q2'25$257.5B+4%Q3'25$267.3B+3%Q4'25$274.2B-4%Q1'26$263.1B
Activity profile
$ moved · Q1'26
New10%Increased31%Decreased25%Exited33%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.8 years
<1Q7%1-4Q21%1-2Y7%2Y+66%

BERKSHIRE HATHAWAY INC manages $263.1B across 29 positions as of Q1 2026. Top holdings: AAPL (22.0%), AXP (17.4%), KO (11.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 3 new positions, 16 exits, 4 increased. Top move: GOOGL (INCREASED, conviction 100). Portfolio: $263.1B across 29 positions.

Top holdings by portfolio weight

Total AUM$263B
AAPL21.99%
AXP17.43%
KO11.56%
BAC9.52%
CVX6.64%
OXY6.55%
GOOGL5.93%
CB4.24%
MCO4.09%
KHC2.78%
Other1.76%

Portfolio allocation by GICS sector

Sectors9
Financial Services36.22%
Technology22.83%
Consumer Defensive15.76%
Energy13.18%
Communication Services8.45%
Healthcare1.76%
Industrials1.16%
Consumer Cyclical0.39%
Basic Materials0.25%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record83
Conviction38
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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