# What value investors bought and sold in Q3 2021 | moatshark

In Q3 2021, 34 value investors filed 13Fs. The most popular buy was Alibaba Group Holding, added to by 10 managers (2 buying for the first time)…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alibaba Group Holding (BABA) | 10 | 2 | $856m |
| Berkshire Hathaway (BRK.B) | 6 | 1 | $372m |
| Amazon.com (AMZN) | 5 | 1 | $2.7bn |
| Alphabet (GOOG) | 5 | 0 | $113m |
| Booking Holdings (BKNG) | 4 | 1 | $335m |
| Intercontinental Exchange (ICE) | 4 | 0 | $203m |
| Progressive (PGR) | 4 | 0 | $6.3m |
| Visa (V) | 3 | 0 | $1.5bn |
| Fiserv (FISV) | 3 | 0 | $1.2bn |
| Mastercard (MA) | 3 | 0 | $528m |
| Liberty Media (FWONA) | 3 | 0 | $219m |
| T-Mobile U.S. (TMUS) | 3 | 0 | $190m |
| Meta Platforms (META) | 3 | 0 | $171m |
| Taiwan Semiconductor Manufacturing (TSM) | 3 | 0 | $147m |
| UnitedHealth Group (UNH) | 3 | 2 | $49.5m |
| Salesforce (CRM) | 3 | 0 | $44.5m |
| Truist Financial (TFC) | 3 | 0 | $19.7m |
| JOYY (JOYY) | 3 | 0 | $19.3m |
| Procter & Gamble (PG) | 3 | 0 | $8.4m |
| ITAU Unibanco Holdings S.A. AD (ITUB) | 3 | 1 | $3.0m |
| Sanofi (SNY) | 2 | 0 | $1.1bn |
| Cigna Group (CI) | 2 | 0 | $1.1bn |
| JD.com (JD) | 2 | 0 | $881m |
| Willis Towers Watson (WTW) | 2 | 0 | $478m |
| Teck Resources (TECK) | 2 | 1 | $428m |
| Vipshop Holdings (VIPS) | 2 | 2 | $318m |
| Wayfair (W) | 2 | 1 | $277m |
| Baidu (BIDU) | 2 | 0 | $273m |
| FedEx (FDX) | 2 | 0 | $233m |
| Elevance Health (ELV) | 2 | 0 | $119m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Visa (V) | 9 | 0 | $324m |
| Microsoft (MSFT) | 8 | 0 | $2.8bn |
| Alphabet (GOOG) | 8 | 0 | $919m |
| American Express (AXP) | 7 | 0 | $269m |
| Comcast (CMCSA) | 7 | 0 | $254m |
| UnitedHealth Group (UNH) | 7 | 0 | $75.1m |
| General Electric (GE) | 6 | 0 | $1.2bn |
| Meta Platforms (META) | 6 | 0 | $321m |
| Mastercard (MA) | 6 | 1 | $222m |
| Berkshire Hathaway (BRK.B) | 6 | 0 | $168m |
| US Bancorp (USB) | 6 | 0 | $166m |
| Alibaba Group Holding (BABA) | 5 | 0 | $1.3bn |
| Wells Fargo & Company (WFC) | 5 | 0 | $250m |
| Starbucks (SBUX) | 5 | 0 | $208m |
| Charles Schwab (SCHW) | 5 | 0 | $78.2m |
| BNY (BK) | 5 | 0 | $72.7m |
| Charter Communications (CHTR) | 4 | 0 | $807m |
| Ebay (EBAY) | 4 | 0 | $702m |
| Apple (AAPL) | 4 | 0 | $569m |
| S&P Global (SPGI) | 4 | 0 | $457m |
| Adobe (ADBE) | 4 | 0 | $383m |
| Bank of America (BAC) | 4 | 0 | $328m |
| JPMorgan Chase (JPM) | 4 | 0 | $191m |
| Paypal Holdings (PYPL) | 4 | 0 | $62.7m |
| Diageo (DEO) | 4 | 0 | $22.1m |
| Walt Disney (DIS) | 4 | 0 | $19.6m |
| Capital One Financial (COF) | 3 | 0 | $638m |
| Johnson Controls International (JCI) | 3 | 0 | $415m |
| Liberty Global (LBTYA) | 3 | 1 | $353m |
| CNH Industrial (CNH) | 3 | 0 | $231m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 21 | $34bn | 22.9% |
| Meta Platforms (META) | 16 | $14bn | 9.2% |
| Visa (V) | 16 | $13bn | 10.7% |
| Berkshire Hathaway (BRK.B) | 16 | $9.1bn | 30.7% |
| Alibaba Group Holding (BABA) | 15 | $3.3bn | 19.9% |
| Microsoft (MSFT) | 12 | $16bn | 11.3% |
| Amazon.com (AMZN) | 12 | $8.5bn | 10.6% |
| Bank of America (BAC) | 10 | $49bn | 43.4% |
| American Express (AXP) | 10 | $29bn | 8.7% |
| Wells Fargo & Company (WFC) | 10 | $9.7bn | 32.8% |
| UnitedHealth Group (UNH) | 10 | $4.3bn | 6.7% |
| Apple (AAPL) | 9 | $131bn | 64.3% |
| Moody's (MCO) | 9 | $14bn | 16.3% |
| Comcast (CMCSA) | 9 | $8.9bn | 13.9% |
| Mastercard (MA) | 9 | $8.3bn | 19.1% |
| Walt Disney (DIS) | 9 | $2.0bn | 12.8% |
| Charles Schwab (SCHW) | 8 | $7.6bn | 5.7% |
| S&P Global (SPGI) | 8 | $2.9bn | 21.6% |
| Johnson & Johnson (JNJ) | 8 | $1.6bn | 9.0% |
| US Bancorp (USB) | 7 | $9.2bn | 4.9% |
| BNY (BK) | 7 | $8.9bn | 3.5% |
| Nike (NKE) | 7 | $2.9bn | 4.0% |
| Starbucks (SBUX) | 7 | $2.7bn | 3.3% |
| Pepsico (PEP) | 7 | $2.4bn | 11.7% |
| JPMorgan Chase (JPM) | 7 | $1.7bn | 9.6% |
| Paypal Holdings (PYPL) | 6 | $6.1bn | 14.4% |
| Booking Holdings (BKNG) | 6 | $5.1bn | 9.4% |
| Adobe (ADBE) | 6 | $4.5bn | 6.0% |
| Salesforce (CRM) | 6 | $4.2bn | 22.2% |
| Liberty Media (FWONA) | 6 | $4.2bn | 5.9% |
| Liberty Global (LBTYA) | 6 | $4.0bn | 16.7% |
| Philip Morris International (PM) | 6 | $3.8bn | 6.6% |
| Oracle (ORCL) | 6 | $2.9bn | 5.9% |
| Micron Technology (MU) | 6 | $2.3bn | 58.8% |
| Carmax (KMX) | 6 | $2.0bn | 8.8% |
| Taiwan Semiconductor Manufacturing (TSM) | 6 | $1.9bn | 7.1% |
| Union Pacific (UNP) | 6 | $1.6bn | 2.7% |
| General Electric (GE) | 6 | $1.2bn | 5.2% |
| Procter & Gamble (PG) | 6 | $1.1bn | 9.2% |
| Liberty Broadband (8L8C) | 6 | $1.0bn | 5.7% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2021-q3). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.