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Berkshire Hathaway

Warren Buffett, Greg Abel, Ted Weschler

In Q2 2026, Berkshire Hathaway held 26 US-listed stocks worth $299bn. Its biggest move was adding to Alphabet (83% more shares, now 13%), followed by adding to Delta Air Lines (44% more shares, now 1.8%). It started 1 new position and sold out of 1. Its largest holding is Apple at 22%.

Source: SEC Form 13F for Q2 2026, filed 14 Aug 2026. How we use them

Latest 13F
Q2 2026
Filed 14 Aug 2026
US holdings
$299bn
26 companies
See holdings
Q3 2026 13F due
26 days
Expected Mon 16 Nov

Bought since its last 13F

  • ▲ $595mLennar LEN7,502,276 shares at about $79.35, 17 Sep 2026 to 2 Oct 2026, in 45 trades

From Berkshire Hathaway’s Form 4 filings as an owner of more than 10% of these companies, reported within two business days of trading.

What changed in Q2 2026

New positions

Added to

Trimmed

Sold out

Against Q1 2026, by number of shares and adjusted for splits. Up to five of each, largest first; the full list is below.

US holdings from the 13F

Q2 2026, filed 14 Aug 2026 (filing): 1 new, 5 added to, 6 trimmed, 1 sold out. Select a row to see it over time. How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter

Download the Q2 2026 holdings: CSV · JSON · Markdown

How the portfolio has changed

Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions. How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2013
2015
2017
2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26

AAPLAXPKOBACWFCKHCEverything else

2013: Apple 0.0%, American Express 13.1%, Coca-Cola 15.8%, Bank of America 0.0%, Wells Fargo & Company 20.1%, Kraft Heinz 0.0%; 2014: Apple 0.0%, American Express 12.9%, Coca-Cola 15.4%, Bank of America 0.0%, Wells Fargo & Company 23.2%, Kraft Heinz 0.0%; 2015: Apple 0.0%, American Express 8.0%, Coca-Cola 13.0%, Bank of America 0.0%, Wells Fargo & Company 19.8%, Kraft Heinz 18.0%; 2016: Apple 4.5%, American Express 7.6%, Coca-Cola 11.2%, Bank of America 0.0%, Wells Fargo & Company 17.9%, Kraft Heinz 19.2%; 2017: Apple 14.6%, American Express 7.9%, Coca-Cola 9.6%, Bank of America 10.5%, Wells Fargo & Company 14.5%, Kraft Heinz 13.2%; 2018: Apple 21.5%, American Express 7.9%, Coca-Cola 10.3%, Bank of America 12.1%, Wells Fargo & Company 10.7%, Kraft Heinz 7.7%; 2019: Apple 29.7%, American Express 7.8%, Coca-Cola 9.2%, Bank of America 13.5%, Wells Fargo & Company 7.2%, Kraft Heinz 4.3%; 2020: Apple 43.6%, American Express 6.8%, Coca-Cola 8.1%, Bank of America 11.3%, Wells Fargo & Company 0.0%, Kraft Heinz 4.2%; 2021: Apple 47.6%, American Express 7.5%, Coca-Cola 7.2%, Bank of America 13.6%, Wells Fargo & Company 0.0%, Kraft Heinz 3.5%; 2022: Apple 38.9%, American Express 7.5%, Coca-Cola 8.5%, Bank of America 11.2%, Wells Fargo & Company 0.0%, Kraft Heinz 4.4%; 2023: Apple 49.5%, American Express 8.1%, Coca-Cola 6.7%, Bank of America 9.9%, Wells Fargo & Company 0.0%, Kraft Heinz 3.4%; Q3 ’24: Apple 26.2%, American Express 15.4%, Coca-Cola 10.8%, Bank of America 11.9%, Wells Fargo & Company 0.0%, Kraft Heinz 4.3%; Q4 ’24: Apple 28.1%, American Express 16.8%, Coca-Cola 9.3%, Bank of America 11.2%, Wells Fargo & Company 0.0%, Kraft Heinz 3.7%; Q1 ’25: Apple 25.6%, American Express 15.7%, Coca-Cola 11.0%, Bank of America 10.1%, Wells Fargo & Company 0.0%, Kraft Heinz 3.8%; Q2 ’25: Apple 22.3%, American Express 18.8%, Coca-Cola 11.0%, Bank of America 11.1%, Wells Fargo & Company 0.0%, Kraft Heinz 3.3%; Q3 ’25: Apple 22.7%, American Express 18.8%, Coca-Cola 9.9%, Bank of America 11.0%, Wells Fargo & Company 0.0%, Kraft Heinz 3.2%; Q4 ’25: Apple 22.6%, American Express 20.5%, Coca-Cola 10.2%, Bank of America 10.4%, Wells Fargo & Company 0.0%, Kraft Heinz 2.9%; Q1 ’26: Apple 22.0%, American Express 17.4%, Coca-Cola 11.6%, Bank of America 9.5%, Wells Fargo & Company 0.0%, Kraft Heinz 2.8%; Q2 ’26: Apple 22.0%, American Express 17.1%, Coca-Cola 10.9%, Bank of America 9.2%, Wells Fargo & Company 0.0%, Kraft Heinz 2.6%
Q2 2026
  1. Apple22.0%
  2. American Express17.1%
  3. Alphabet12.6%
  4. Coca-Cola10.9%
  5. Bank of America9.2%
  6. Chevron4.7%
  7. Occidental Petroleum4.3%
  8. Chubb3.9%
  9. Moody's3.7%
  10. Kraft Heinz2.6%
  11. DaVita2.1%
  12. Delta Air Lines1.8%
Q4 2013Q2 2026

Look-through earnings

Berkshire Hathaway’s share of the profits of the US companies it holds. How this works
For each holding, the fraction of the company it owns times the company’s net income. This is the way Warren Buffett describes Berkshire’s stakes in its annual letters. Look-through earnings explained.
Look-through earnings, Q2 2026
$15bn
Last 12 months, holdings with SEC financials
Price paid for those earnings
19.9×
Value of those holdings ÷ their earnings
Earnings per share growth
+41.0%
Same holdings, against a year earlier
Portfolio covered
99%
Of the 13F value
$11bn2017
$9.4bn2018
$14bn2019
$7.5bn2020
$16bn2021
$20bn2022
$17bn2023
$13bn2024
$10bn2025
$7.8bn2026*
2017: $11bn; 2018: $9.4bn; 2019: $14bn; 2020: $7.5bn; 2021: $16bn; 2022: $20bn; 2023: $17bn; 2024: $13bn; 2025: $10bn; 2026 (2 quarters): $7.8bn

Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.

Look-through earnings by holding, Q2 2026
AlphabetGOOG0.9%$244bn$2.1bn$966m+109.4%
Occidental PetroleumOXY26.2%$6.5bn$1.7bn$729m+331.0%
American ExpressAXP22.3%$11bn$2.6bn$694m+16.1%
Bank of AmericaBAC6.6%$34bn$2.2bn$601m+26.3%
ChevronCVX4.3%$21bn$880m$516m+30.7%
AppleAAPL1.6%$129bn$2.0bn$461m+31.9%
Coca-ColaKO9.3%$14bn$1.3bn$410m+17.6%
ChubbCB8.8%$11bn$979m$250m+25.5%
Delta Air LinesDAL8.7%$4.0bn$344m$140m-12.7%
Moody'sMCO14.1%$2.8bn$395m$124m+35.4%
DaVitaDVA43.7%$1.2bn$515m$116m+20.0%
Siriusxm HoldingsSIRI36.5%$880m$321m$87.2m–
Ally FinancialALLY8.7%$1.5bn$126m$35.6m+237.3%
VerisignVRSN9.9%$850m$83.9m$21.4m+9.7%
LennarLEN5.6%$1.6bn$90.0m$17.0m-46.4%
Capital One FinancialCOF0.5%$11bn$50.8m$14.6m–
NucorNUE0.8%$2.9bn$23.4m$9.4m+124.8%
Ny TimesNYT9.6%$393m$37.8m$9.0m+23.6%
Macy’sM2.7%$749m$20.2m$4.6m+53.5%
Louisiana-PacificLPX8.1%$54.0m$4.4m$2.1m-81.8%
NVRNVR0.4%$1.1bn$4.5m$933k-18.0%
Jefferies Financial GroupJEF0.2%$824m$1.6m$485k+38.9%
D.R. HortonDHI0.00%$3.1bn$38k$11k-17.0%
Kraft HeinzKHC27.5%−$3.4bn−$932m−$1.5bn–

Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.

5% stake filings

Holdings of 5% or more of a company (13D and 13G), usually reported well before the next 13F. How this works
Berkshire Hathaway’s filings since December 2024, newest first. An amendment showing less than 5% means the holding fell below the threshold. A 13D means the holder may seek to influence the company. How to read a 13D.
CompanyOwnsFormFiled
Lennar12.5%13G/A7 Oct 2026
Delta Air Lines8.7%13G/A14 Aug 2026
Lennar6.2%13G14 Aug 2026
Liberty Latin America0.0%below 5%13G/A15 May 2026
Ny Times9.4%13G15 May 2026

US holdings by sector

  • Financials30.7%
  • Technology22.8%
  • Communication and media14.8%
  • Consumer staples14.1%
  • Energy9.0%
  • Insurance3.9%
  • Health care2.1%
  • Industrials1.8%
  • Consumer discretionary0.5%
  • Other0.1%
  • Materials0.1%

Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.

US portfolio value by quarter

$315bnQ3 ’23
$352bnQ4 ’23
$332bnQ1 ’24
$280bnQ2 ’24
$266bnQ3 ’24
$267bnQ4 ’24
$260bnQ1 ’25
$258bnQ2 ’25
$267bnQ3 ’25
$274bnQ4 ’25
$263bnQ1 ’26
$299bnQ2 ’26
Q3 ’23: $315bn; Q4 ’23: $352bn; Q1 ’24: $332bn; Q2 ’24: $280bn; Q3 ’24: $266bn; Q4 ’24: $267bn; Q1 ’25: $260bn; Q2 ’25: $258bn; Q3 ’25: $267bn; Q4 ’25: $274bn; Q1 ’26: $263bn; Q2 ’26: $299bn

From each quarter’s 13F. Changes reflect both trading and share-price moves.