| AlphabetGOOG | 14 | $12bn+20% vs Q3 | 5.5% | 13.8% | Dalal Street (Mohnish Pabrai) 13.8%, Polen Capital Management 11.0%, Southeastern Asset Management 8.3% and 11 more |
| VisaV | 13 | $3.8bn+7.2% vs Q3 | 2.6% | 7.7% | Polen Capital Management 7.7%, Fundsmith 5.4%, Giverny Capital 4.6% and 10 more |
| Wells Fargo & CompanyWFC | 12 | $34bn+6.1% vs Q3 | 9.9% | 65.8% | Daily Journal Corp 65.8%, Berkshire Hathaway 19.8%, Tweedy, Browne 7.5% and 9 more |
| Berkshire HathawayBRK.B | 12+1 vs Q3 | $6.9bn−0.7% vs Q3 | 7.9% | 29.3% | Semper Augustus 29.3%, Ruane, Cunniff & Goldfarb (Sequoia) 14.1%, Gardner Russo & Quinn 11.5% and 9 more |
| American ExpressAXP | 11−1 vs Q3 | $14bn−7.1% vs Q3 | 2.1% | 8.0% | Berkshire Hathaway 8.0%, Davis Selected Advisers 4.4%, TCI Fund Management 3.8% and 8 more |
| MastercardMA | 11 | $4.5bn+1.9% vs Q3 | 2.6% | 10.2% | Akre Capital Management 10.2%, Gardner Russo & Quinn 8.1%, Ruane, Cunniff & Goldfarb (Sequoia) 3.0% and 8 more |
| MicrosoftMSFT | 10 | $10bn+4.1% vs Q3 | 4.6% | 21.8% | ValueAct 21.8%, Fundsmith 10.5%, First Eagle Investment Management 4.2% and 7 more |
| AppleAAPL | 10 | $6.4bn−14% vs Q3 | 3.3% | 16.4% | Carl Icahn 16.4%, Wedgewood Partners 8.7%, Polen Capital Management 3.8% and 7 more |
| General ElectricGE | 10−1 vs Q3 | $4.4bn−5.1% vs Q3 | 2.5% | 19.6% | Trian Fund Management 19.6%, Harris Associates (Oakmark) 2.6%, Semper Augustus 2.1% and 7 more |
| US BancorpUSB | 10 | $4.4bn+4.6% vs Q3 | 1.0% | 4.5% | Daily Journal Corp 4.5%, Berkshire Hathaway 2.8%, First Eagle Investment Management 1.2% and 7 more |
| International Business MachinesIBM | 9 | $12bn−5.2% vs Q3 | 3.2% | 15.2% | Fairfax Financial Holdings 15.2%, Berkshire Hathaway 8.5%, Giverny Capital 2.6% and 6 more |
| PepsicoPEP | 9 | $2.5bn+13% vs Q3 | 3.5% | 14.8% | Trian Fund Management 14.8%, Fundsmith 7.8%, Lindsell Train 6.7% and 6 more |
| Johnson & JohnsonJNJ | 9 | $1.1bn+27% vs Q3 | 2.6% | 11.1% | Tweedy, Browne 11.1%, Fundsmith 7.3%, Markel Group 1.7% and 6 more |
| ComcastCMCSA | 8 | $5.6bn−2.0% vs Q3 | 4.1% | 22.8% | TCI Fund Management 22.8%, First Eagle Investment Management 3.4%, Dodge & Cox 2.4% and 5 more |
| Bank of AmericaBAC | 8 | $5.5bn+7.0% vs Q3 | 0.9% | 4.0% | Harris Associates (Oakmark) 4.0%, Dodge & Cox 3.1%, Oaktree Capital Management 0.1% and 5 more |
| Precision Castparts | 8+1 vs Q3 | $2.2bn+12% vs Q3 | 1.6% | 6.3% | Ruane, Cunniff & Goldfarb (Sequoia) 6.3%, Semper Augustus 5.8%, Berkshire Hathaway 0.7% and 5 more |
| Philip Morris InternationalPM | 8 | $1.8bn+14% vs Q3 | 2.7% | 8.0% | Fundsmith 8.0%, Gardner Russo & Quinn 7.9%, Tweedy, Browne 4.7% and 5 more |
| Bausch Health CompaniesBHC | 7 | $8.0bn−41% vs Q3 | 10.6% | 25.2% | Brave Warrior Advisors 25.2%, Ruane, Cunniff & Goldfarb (Sequoia) 20.5%, Pershing Square 13.5% and 4 more |
| BNYBK | 7 | $6.9bn+1.6% vs Q3 | 3.5% | 10.3% | Trian Fund Management 10.3%, Tweedy, Browne 4.4%, Davis Selected Advisers 3.9% and 4 more |
| American International GroupAIG | 7 | $5.5bn+101% vs Q3 | 2.1% | 8.9% | Carl Icahn 8.9%, Harris Associates (Oakmark) 4.0%, First Eagle Investment Management 1.0% and 4 more |
| JPMorgan ChaseJPM | 7 | $5.3bn+6.9% vs Q3 | 3.3% | 12.5% | Brave Warrior Advisors 12.5%, Davis Selected Advisers 4.8%, Harris Associates (Oakmark) 3.6% and 4 more |
| Goldman Sachs GroupGS | 7 | $4.9bn+2.7% vs Q3 | 0.8% | 1.9% | Dodge & Cox 1.9%, Berkshire Hathaway 1.5%, Harris Associates (Oakmark) 1.4% and 4 more |
| BaiduBIDU | 7+1 vs Q3 | $2.2bn−20% vs Q3 | 1.1% | 4.4% | TCI Fund Management 4.4%, Harris Associates (Oakmark) 1.3%, Dodge & Cox 1.0% and 4 more |
| National Oilwell VarcoNOV | 7 | $2.1bn−11% vs Q3 | 1.0% | 3.3% | Southeastern Asset Management 3.3%, First Eagle Investment Management 1.7%, Dodge & Cox 0.7% and 4 more |
| Union PacificUNP | 7 | $1.3bn+23% vs Q3 | 1.1% | 3.7% | Giverny Capital 3.7%, Harris Associates (Oakmark) 1.4%, Tweedy, Browne 1.1% and 4 more |
| Walt DisneyDIS | 7 | $392m+4.2% vs Q3 | 3.2% | 10.6% | Lindsell Train 10.6%, Giverny Capital 7.5%, Markel Group 4.5% and 4 more |
| Kraft HeinzKHC | 6 | $24bn+3.4% vs Q3 | 4.4% | 18.0% | Berkshire Hathaway 18.0%, Lindsell Train 4.2%, Wedgewood Partners 4.1% and 3 more |
| Wal-Mart StoresWMT | 6−1 vs Q3 | $5.7bn−6.6% vs Q3 | 1.2% | 2.6% | Berkshire Hathaway 2.6%, Dodge & Cox 1.9%, Tweedy, Browne 1.8% and 3 more |
| Mondelez InternationalMDLZ | 6 | $4.8bn+8.9% vs Q3 | 9.9% | 25.6% | Lindsell Train 25.6%, Trian Fund Management 17.5%, Pershing Square 15.6% and 3 more |
| Procter & GamblePG | 6 | $4.4bn+10% vs Q3 | 1.2% | 3.7% | Fundsmith 3.7%, Berkshire Hathaway 3.2%, Markel Group 0.3% and 3 more |
| Liberty GlobalLBTYA | 6 | $3.7bn+3.2% vs Q3 | 1.1% | 2.6% | Davis Selected Advisers 2.6%, First Eagle Investment Management 1.8%, Dodge & Cox 1.4% and 3 more |
| Twenty First Centy Fox | 6 | $3.5bn+13% vs Q3 | 2.7% | 8.9% | ValueAct 8.9%, Baupost Group 5.2%, Dodge & Cox 1.6% and 3 more |
| Moody'sMCO | 6 | $3.4bn−0.9% vs Q3 | 3.0% | 8.2% | Akre Capital Management 8.2%, TCI Fund Management 6.2%, Berkshire Hathaway 1.9% and 3 more |
| Paypal HoldingsPYPL | 6 | $2.6bn+2.2% vs Q3 | 5.1% | 10.5% | Lindsell Train 10.5%, Baupost Group 7.3%, Carl Icahn 5.7% and 3 more |
| Du Pont EI de Nemours & Co | 6 | $1.8bn+10% vs Q3 | 2.5% | 10.9% | Trian Fund Management 10.9%, Southeastern Asset Management 4.0%, Gardner Russo & Quinn 0.0% and 3 more |
| 3M CompanyMMM | 6−1 vs Q3 | $1.4bn+3.0% vs Q3 | 2.2% | 5.7% | Fundsmith 5.7%, Tweedy, Browne 4.6%, First Eagle Investment Management 2.4% and 3 more |
| CarmaxKMX | 6 | $1.3bn−5.8% vs Q3 | 3.5% | 7.3% | Giverny Capital 7.3%, Markel Group 7.2%, Akre Capital Management 4.1% and 3 more |
| Costco WholesaleCOST | 6 | $1.3bn+6.7% vs Q3 | 0.9% | 2.3% | Semper Augustus 2.3%, Davis Selected Advisers 1.8%, Ruane, Cunniff & Goldfarb (Sequoia) 0.7% and 3 more |
| HalliburtonHAL | 6 | $1.2bn−42% vs Q3 | 3.1% | 8.8% | Brave Warrior Advisors 8.8%, Tweedy, Browne 5.3%, ValueAct 3.9% and 3 more |
| Automatic Data ProcessingADP | 6−1 vs Q3 | $1.1bn+6.6% vs Q3 | 2.0% | 5.2% | Fundsmith 5.2%, Polen Capital Management 4.6%, Markel Group 1.2% and 3 more |