| AlphabetGOOG | 16+1 vs Q2 | $14bn+14% vs Q2 | 6.1% | 15.4% | Dalal Street (Mohnish Pabrai) 15.4%, Ruane, Cunniff & Goldfarb (Sequoia) 12.5%, Polen Capital Management 10.1% and 13 more |
| VisaV | 15 | $5.1bn+4.5% vs Q2 | 3.5% | 7.5% | Akre Capital Management 7.5%, Polen Capital Management 6.8%, Wedgewood Partners 6.6% and 12 more |
| Wells Fargo & CompanyWFC | 12−1 vs Q2 | $34bn−1.0% vs Q2 | 8.5% | 56.9% | Daily Journal Corp 56.9%, Berkshire Hathaway 14.4%, Davis Selected Advisers 6.2% and 9 more |
| Berkshire HathawayBRK.B | 12 | $6.6bn+7.4% vs Q2 | 10.4% | 42.2% | Semper Augustus 42.2%, Giverny Capital 19.1%, Gardner Russo & Quinn 12.6% and 9 more |
| MastercardMA | 11 | $5.9bn+11% vs Q2 | 3.4% | 11.0% | Akre Capital Management 11.0%, Gardner Russo & Quinn 9.5%, Ruane, Cunniff & Goldfarb (Sequoia) 5.0% and 8 more |
| US BancorpUSB | 10 | $5.4bn+1.6% vs Q2 | 1.5% | 4.9% | Daily Journal Corp 4.9%, AKO Capital 4.8%, Berkshire Hathaway 2.6% and 7 more |
| American ExpressAXP | 9 | $18bn+5.0% vs Q2 | 2.2% | 7.7% | Berkshire Hathaway 7.7%, Davis Selected Advisers 4.2%, First Eagle Investment Management 2.6% and 6 more |
| MicrosoftMSFT | 9+1 vs Q2 | $7.4bn+8.9% vs Q2 | 3.1% | 7.9% | Fundsmith 7.9%, ValueAct 6.7%, First Eagle Investment Management 4.3% and 6 more |
| Moody'sMCO | 9 | $5.1bn+15% vs Q2 | 5.8% | 31.0% | Valley Forge Capital Management 31.0%, Akre Capital Management 11.6%, AKO Capital 4.1% and 6 more |
| BaiduBIDU | 9 | $3.3bn+1.2% vs Q2 | 3.7% | 18.1% | Himalaya Capital 18.1%, Tweedy, Browne 9.5%, Harris Associates (Oakmark) 2.6% and 6 more |
| Union PacificUNP | 9 | $2.5bn−1.6% vs Q2 | 1.0% | 4.6% | Giverny Capital 4.6%, First Eagle Investment Management 1.6%, Dodge & Cox 1.3% and 6 more |
| Bank of AmericaBAC | 8 | $24bn+260% vs Q2 | 7.2% | 37.8% | Daily Journal Corp 37.8%, Berkshire Hathaway 9.7%, Harris Associates (Oakmark) 4.0% and 5 more |
| AppleAAPL | 8 | $22bn+10% vs Q2 | 2.9% | 11.6% | Berkshire Hathaway 11.6%, Wedgewood Partners 7.6%, Appaloosa 3.0% and 5 more |
| ComcastCMCSA | 8 | $8.4bn+0.3% vs Q2 | 4.3% | 24.5% | TCI Fund Management 24.5%, First Eagle Investment Management 2.7%, Dodge & Cox 2.4% and 5 more |
| Johnson & JohnsonJNJ | 8 | $1.0bn+1.8% vs Q2 | 2.1% | 8.1% | Tweedy, Browne 8.1%, Fundsmith 5.5%, Fairfax Financial Holdings 1.6% and 5 more |
| BNYBK | 7 | $9.0bn−3.3% vs Q2 | 3.8% | 9.1% | Trian Fund Management 9.1%, Tweedy, Browne 6.7%, Davis Selected Advisers 4.5% and 4 more |
| Goldman Sachs GroupGS | 7 | $6.5bn+6.3% vs Q2 | 0.9% | 2.6% | Dodge & Cox 2.6%, Berkshire Hathaway 1.5%, Ruane, Cunniff & Goldfarb (Sequoia) 1.2% and 4 more |
| Liberty GlobalLBTYA | 7+1 vs Q2 | $5.5bn+38% vs Q2 | 2.7% | 11.4% | Brave Warrior Advisors 11.4%, Harris Associates (Oakmark) 2.0%, Dodge & Cox 1.7% and 4 more |
| International Business MachinesIBM | 7 | $5.5bn−36% vs Q2 | 1.1% | 3.3% | Fairfax Financial Holdings 3.3%, Berkshire Hathaway 3.0%, Tweedy, Browne 0.9% and 4 more |
| JPMorgan ChaseJPM | 7−1 vs Q2 | $5.0bn+0.6% vs Q2 | 2.7% | 9.3% | Brave Warrior Advisors 9.3%, Davis Selected Advisers 5.2%, Dodge & Cox 2.0% and 4 more |
| Charles SchwabSCHW | 7 | $4.7bn−4.4% vs Q2 | 3.7% | 15.1% | Brave Warrior Advisors 15.1%, Wedgewood Partners 3.5%, Ruane, Cunniff & Goldfarb (Sequoia) 3.2% and 4 more |
| General ElectricGE | 7 | $3.9bn+11% vs Q2 | 2.7% | 13.2% | Trian Fund Management 13.2%, Harris Associates (Oakmark) 3.6%, Semper Augustus 2.1% and 4 more |
| Automatic Data ProcessingADP | 7 | $2.9bn+47% vs Q2 | 4.7% | 18.8% | Pershing Square 18.8%, Polen Capital Management 6.0%, Fundsmith 5.9% and 4 more |
| Liberty MediaFWONA | 7−1 vs Q2 | $2.8bn−0.4% vs Q2 | 1.9% | 5.0% | Ruane, Cunniff & Goldfarb (Sequoia) 5.0%, Giverny Capital 3.5%, Southeastern Asset Management 2.4% and 4 more |
| Booking HoldingsBKNG | 7 | $2.7bn−4.5% vs Q2 | 2.2% | 5.8% | Wedgewood Partners 5.8%, Polen Capital Management 5.1%, Ruane, Cunniff & Goldfarb (Sequoia) 2.8% and 4 more |
| CarmaxKMX | 7 | $2.4bn+17% vs Q2 | 4.6% | 10.4% | Giverny Capital 10.4%, Markel Group 7.4%, Ruane, Cunniff & Goldfarb (Sequoia) 6.4% and 4 more |
| Philip Morris InternationalPM | 7 | $2.3bn−0.5% vs Q2 | 2.8% | 8.0% | Gardner Russo & Quinn 8.0%, Fundsmith 6.8%, Tweedy, Browne 3.7% and 4 more |
| PepsicoPEP | 7 | $1.0bn−15% vs Q2 | 2.2% | 8.9% | Lindsell Train 8.9%, Fundsmith 6.0%, Markel Group 0.3% and 4 more |
| Exxon MobilEXMOC | 7+1 vs Q2 | $959m+40% vs Q2 | 1.4% | 6.4% | Semper Augustus 6.4%, First Eagle Investment Management 2.0%, Markel Group 0.9% and 4 more |
| Kraft HeinzKHC | 6 | $25bn−9.8% vs Q2 | 3.2% | 14.2% | Berkshire Hathaway 14.2%, Wedgewood Partners 4.5%, Lindsell Train 0.7% and 3 more |
| Mondelez InternationalMDLZ | 6 | $3.1bn−2.7% vs Q2 | 8.6% | 27.3% | Lindsell Train 27.3%, Trian Fund Management 13.3%, Pershing Square 11.1% and 3 more |
| Express Scripts Holding | 6+1 vs Q2 | $2.6bn−4.0% vs Q2 | 0.8% | 2.0% | Baupost Group 2.0%, Dodge & Cox 1.8%, Davis Selected Advisers 1.0% and 3 more |
| Meta PlatformsMETA | 6−1 vs Q2 | $2.2bn+22% vs Q2 | 3.2% | 8.2% | Polen Capital Management 8.2%, Appaloosa 7.9%, Davis Selected Advisers 2.5% and 3 more |
| 3M CompanyMMM | 6 | $1.7bn+8.4% vs Q2 | 1.9% | 5.3% | Fundsmith 5.3%, Tweedy, Browne 3.2%, First Eagle Investment Management 2.2% and 3 more |
| Monsanto | 6+1 vs Q2 | $1.2bn+15% vs Q2 | 0.7% | 2.4% | AKO Capital 2.4%, Markel Group 0.9%, Berkshire Hathaway 0.6% and 3 more |
| Costco WholesaleCOST | 6 | $954m−2.3% vs Q2 | 0.7% | 2.5% | Semper Augustus 2.5%, Davis Selected Advisers 1.0%, Berkshire Hathaway 0.4% and 3 more |
| Alibaba Group HoldingBABA | 6+1 vs Q2 | $834m+24% vs Q2 | 1.8% | 8.6% | Appaloosa 8.6%, Oaktree Capital Management 1.8%, Davis Selected Advisers 0.4% and 3 more |
| Walt DisneyDIS | 6 | $501m+1.9% vs Q2 | 3.0% | 9.8% | Lindsell Train 9.8%, Giverny Capital 5.1%, Markel Group 3.3% and 3 more |
| S&P GlobalSPGI | 6 | $200m+1.2% vs Q2 | 5.0% | 28.9% | Valley Forge Capital Management 28.9%, Markel Group 0.5%, TCI Fund Management 0.5% and 3 more |
| Coca-ColaKO | 5 | $18bn+0.4% vs Q2 | 2.2% | 10.1% | Berkshire Hathaway 10.1%, Semper Augustus 1.0%, Gardner Russo & Quinn 0.1% and 2 more |