Berkshire Hathaway portfolio · Warren Buffett 13F holdings
Conglomerate · CEO Greg Abel (post-Buffett, effective Jan 1 2026)
Disclosed-holdings index since Q3 2021
+61.5%
S&P +71.0% · trailed by 9.5%
Holdings
29
in Q1 2026
Q1 2026 value
latest disclosed
Berkshire Hathaway's latest 13F filing (Q1 2026, filed May 15, 2026) discloses 29 U.S.-listed positions worth $263.1B. The largest position is AAPL.
Berkshire Hathaway disclosed-holdings performance vs the S&P 500
Hypothetical price-return of Hathaway's disclosed holdings, equal-exposure-capped at 30% per position, indexed to 0% at the first filing in view, vs the S&P 500. Not their actual return (excludes trade timing, position sizing, fees, dividends, and cash).
Berkshire Hathaway portfolio allocation
- AAPLApple Inc22.0%
- AXPAmerican Express Co17.4%
- KOCoca-Cola Co11.6%
- BACBank of America Corp9.5%
- CVXChevron Corp6.6%
- OXYOCCIDENTAL PETROLEUM CORP6.5%
- GOOGLAlphabet Inc Cl A5.9%
- Other22 smaller positions20.4%
What this view can't show you
- 45-day disclosure lag: positions are reported up to 45 days after each quarter ends; the manager may have rotated by the time you see them.
- Long-only disclosure: short positions are not reported. Puts are shown at notional, not the premium paid.
- Options excluded from the % line: the performance line tracks the disclosed stock holdings only; puts and calls are left out. Long calls still count toward the portfolio-value figure and the allocation donut; put notional is excluded from both.
- Disclosed value ≠ performance: growth in disclosed value reflects market moves, new investor capital, and new buys; it is not pure returns.
- Index caps each position at 30%: the performance line holds no single name above 30% (the rest as cash), so one outsized pick can’t dominate the return. The allocation donut shows the true disclosed weight, which may be higher.
Berkshire Hathaway's biggest wins & losses
- +142%AAPLApple IncBought ~$137.74 →Now $333.74
- +115%AXPAmerican Express CoBought ~$165.23 →Now $355.35
- +96.8%DVADAVITA INCBought ~$120.43 →Now $236.97
- +54.4%BACBank of America CorpBought ~$39.69 →Now $61.27
- +53.5%KRKROGER COBought ~$38.31 →Now $58.82
- -36.5%KHCKRAFT HEINZ CO/THEBought ~$40.78 →Now $25.88
- -29.0%STZConstellation Brands IncBought ~$187.16 →Now $132.87
- -18.9%LENLENNAR CORP-ABought ~$103.44 →Now $83.89
- -5.9%OXYOCCIDENTAL PETROLEUM CORPBought ~$58.28 →Now $54.86
- -3.8%NYTNEW YORK TIMES CO-ABought ~$78.94 →Now $75.93
Avg buy price is estimated from the share-change history across 13F filings (quarter-end closes, split-adjusted), not the actual fill. Current is the latest close.
Berkshire Hathaway portfolio holdings
| TICKER | ISSUER | VALUE | WEIGHT | Quarter Change | DISCLOSED |
|---|---|---|---|---|---|
AAPL | Apple Inc | $57.84B | 22.0% | 0.6% | Disclosed May 15, 2026 |
AXP | American Express Co | $45.86B | 17.4% | 3.0% | Disclosed May 15, 2026 |
KO | Coca-Cola Co | $30.42B | 11.6% | 1.4% | Disclosed May 15, 2026 |
BAC | Bank of America Corp | $25.04B | 9.5% | 0.9% | Disclosed May 15, 2026 |
CVX | Chevron Corp | $17.46B | 6.6% | 0.6% | Disclosed May 15, 2026 |
OXY | OCCIDENTAL PETROLEUM CORP | $17.22B | 6.5% | 2.6% | Disclosed May 15, 2026 |
GOOGL | Alphabet Inc Cl A | $15.60B | 5.9% | 3.9% | Disclosed May 15, 2026 |
CB | CHUBB LTD SWITZ | $11.16B | 4.2% | 0.3% | Disclosed May 15, 2026 |
MCO | MOODY'S CORP | $10.76B | 4.1% | 0.5% | Disclosed May 15, 2026 |
KHC | KRAFT HEINZ CO/THE | $7.32B | 2.8% | 0.1% | Disclosed May 15, 2026 |
Latest Berkshire Hathaway 13F filings
- May 15, 202613F-HR · Q1 202629 holdings Source
- Feb 17, 202613F-HR · Q4 202542 holdings Source
- Nov 14, 202513F-HR · Q3 202541 holdings Source
- Aug 14, 202513F-HR · Q2 202541 holdings Source
- May 15, 202513F-HR · Q1 202536 holdings Source
- Feb 14, 202513F-HR · Q4 202438 holdings Source
- Nov 14, 202413F-HR · Q3 202440 holdings Source
- Aug 14, 202413F-HR · Q2 202441 holdings Source
How to read Berkshire's 13F
A Form 13F is the quarterly disclosure the SEC requires from institutional managers running $100 million or more in U.S.-listed equities. It is filed up to 45 days after each quarter ends and lists the long positions the firm held on the quarter's final day. It is a snapshot, not a trade log. Nothing in it says when inside the quarter a position was bought or sold, or at what price.
Berkshire's filing is unusually readable because the portfolio is unusually concentrated: a handful of positions typically account for most of the reported value. Two quirks matter. First, Berkshire has at times requested confidential treatment from the SEC to keep a position it is still building out of the public filing, which means a quarter can be disclosed incomplete and amended later. Second, stakes held on foreign exchanges (like the Japanese trading-house positions) do not appear at all, because 13F covers U.S.-listed securities only.
What this page computes from the filing: position sizes, new buys, exits, and a price-based mirror of the disclosed portfolio since each filing date. That mirror is not Berkshire's actual performance; it excludes cash, operating businesses, foreign listings, options detail, and anything bought or sold between snapshots. Every number traces back to the filing itself, linked below.
Frequently asked questions
- What are Berkshire Hathaway's biggest holdings?
- As of the Q1 2026 13F, the largest disclosed positions are AAPL, AXP, and KO. The full table above shows all 29 reported holdings.
- Does Berkshire's 13F show the whole portfolio?
- No. Form 13F covers U.S.-listed securities only. Cash, insurance float, wholly-owned operating businesses, and foreign-listed stakes such as the Japanese trading houses do not appear, and the SEC occasionally grants confidential treatment that delays disclosure of a position still being built.
- Where does this portfolio data come from?
- This data is sourced from SEC 13F-HR filings submitted to EDGAR. Fund managers with over $100 million in qualifying assets are required to disclose their long equity positions within 45 days of each quarter end.
- How often is this portfolio updated?
- Quarterly. Each 13F-HR filing covers one quarter-end snapshot and is due to the SEC within 45 days after the quarter closes (e.g., by May 15 for Q1). Tracefour updates automatically when a new filing appears on EDGAR.
- Does this show all of the manager's positions?
- 13F filings cover U.S.-listed equities, options, and convertibles valued above $10,000, long positions only. They do not include short positions, foreign-listed securities, private equity, bonds, cash, or futures.
- Is this data free?
- Yes. All data is sourced from public SEC EDGAR filings. There is no subscription or paywall on Tracefour.
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