# What value investors bought and sold in Q1 2022 | moatshark

In Q1 2022, 34 value investors filed 13Fs. The most popular buy was Meta Platforms, added to by 10 managers, followed by Alphabet and Visa.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Meta Platforms (META) | 10 | 0 | $2.1bn |
| Alphabet (GOOG) | 7 | 0 | $440m |
| Visa (V) | 6 | 0 | $509m |
| Netflix (NFLX) | 5 | 1 | $2.6bn |
| Apple (AAPL) | 5 | 0 | $1.6bn |
| Alibaba Group Holding (BABA) | 5 | 0 | $512m |
| Microsoft (MSFT) | 5 | 0 | $260m |
| Chevron (CVX) | 4 | 1 | $20bn |
| Adobe (ADBE) | 4 | 1 | $1.6bn |
| S&P Global (SPGI) | 4 | 0 | $1.3bn |
| Charter Communications (CHTR) | 4 | 0 | $1.2bn |
| Amazon.com (AMZN) | 4 | 0 | $1.2bn |
| Paypal Holdings (PYPL) | 4 | 1 | $767m |
| Fair Isaac (FICO) | 4 | 1 | $390m |
| Fiserv (FISV) | 4 | 0 | $361m |
| Salesforce (CRM) | 4 | 0 | $296m |
| Moody's (MCO) | 4 | 0 | $276m |
| KKR & Co. (KKR) | 4 | 0 | $178m |
| Walt Disney (DIS) | 4 | 1 | $7.7m |
| Starbucks (SBUX) | 4 | 0 | $4.6m |
| Willis Towers Watson (WTW) | 3 | 1 | $471m |
| Equifax (EFX) | 3 | 0 | $319m |
| Ii-Vi | 3 | 0 | $287m |
| Dollar General (DG) | 3 | 1 | $205m |
| Shopify (SHOP) | 3 | 2 | $68.0m |
| Comcast (CMCSA) | 3 | 0 | $43.2m |
| Truist Financial (TFC) | 3 | 0 | $36.7m |
| Bank of America (BAC) | 3 | 0 | $19.6m |
| ITAU Unibanco Holdings S.A. AD (ITUB) | 3 | 0 | $14.8m |
| Activision Blizzard (ATVI) | 2 | 1 | $4.0bn |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 12 | 0 | $3.9bn |
| Berkshire Hathaway (BRK.B) | 11 | 1 | $775m |
| UnitedHealth Group (UNH) | 9 | 0 | $237m |
| Wells Fargo & Company (WFC) | 8 | 2 | $727m |
| American Express (AXP) | 6 | 0 | $404m |
| Bank of America (BAC) | 5 | 1 | $1.6bn |
| Amazon.com (AMZN) | 5 | 1 | $425m |
| Charles Schwab (SCHW) | 5 | 0 | $247m |
| BNY (BK) | 5 | 0 | $70.6m |
| Alibaba Group Holding (BABA) | 5 | 2 | $51.1m |
| Microsoft (MSFT) | 4 | 0 | $1.2bn |
| Comcast (CMCSA) | 4 | 1 | $1.1bn |
| Visa (V) | 4 | 0 | $1.0bn |
| Pepsico (PEP) | 4 | 0 | $526m |
| Walt Disney (DIS) | 4 | 0 | $464m |
| Union Pacific (UNP) | 4 | 0 | $262m |
| Mastercard (MA) | 4 | 0 | $199m |
| Procter & Gamble (PG) | 4 | 0 | $138m |
| Exxon Mobil (EXMOC) | 4 | 1 | $70.0m |
| Carmax (KMX) | 4 | 2 | $60.8m |
| US Bancorp (USB) | 4 | 0 | $32.5m |
| Diageo (DEO) | 4 | 0 | $16.0m |
| Starbucks (SBUX) | 3 | 1 | $1.8bn |
| Occidental Petroleum (OXY) | 3 | 0 | $1.6bn |
| Johnson & Johnson (JNJ) | 3 | 0 | $1.2bn |
| Booking Holdings (BKNG) | 3 | 1 | $875m |
| Schlumberger (SLB) | 3 | 1 | $789m |
| Zoetis (ZTS) | 3 | 0 | $783m |
| Automatic Data Processing (ADP) | 3 | 0 | $627m |
| Meta Platforms (META) | 3 | 0 | $521m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 22 | $33bn | 22.3% |
| Visa (V) | 15 | $13bn | 12.0% |
| Berkshire Hathaway (BRK.B) | 15 | $10bn | 29.7% |
| Meta Platforms (META) | 14 | $11bn | 8.2% |
| Microsoft (MSFT) | 12 | $16bn | 14.4% |
| Amazon.com (AMZN) | 12 | $10bn | 18.8% |
| Bank of America (BAC) | 11 | $46bn | 44.6% |
| UnitedHealth Group (UNH) | 10 | $5.3bn | 9.1% |
| Alibaba Group Holding (BABA) | 10 | $2.8bn | 15.3% |
| Walt Disney (DIS) | 10 | $1.3bn | 11.7% |
| Apple (AAPL) | 9 | $162bn | 65.6% |
| American Express (AXP) | 9 | $31bn | 7.8% |
| Moody's (MCO) | 9 | $14bn | 13.9% |
| Wells Fargo & Company (WFC) | 9 | $9.1bn | 36.3% |
| Mastercard (MA) | 9 | $8.4bn | 21.0% |
| Comcast (CMCSA) | 8 | $6.4bn | 3.5% |
| S&P Global (SPGI) | 8 | $3.4bn | 18.6% |
| Pepsico (PEP) | 8 | $2.1bn | 11.9% |
| Johnson & Johnson (JNJ) | 8 | $506m | 8.9% |
| Chevron (CVX) | 7 | $26bn | 7.1% |
| Charles Schwab (SCHW) | 7 | $8.4bn | 6.8% |
| BNY (BK) | 7 | $8.3bn | 3.6% |
| US Bancorp (USB) | 7 | $8.2bn | 4.6% |
| Adobe (ADBE) | 7 | $5.1bn | 5.9% |
| JPMorgan Chase (JPM) | 7 | $1.3bn | 6.4% |
| Liberty Broadband (8L8C) | 7 | $945m | 4.7% |
| Starbucks (SBUX) | 7 | $907m | 2.8% |
| Charter Communications (CHTR) | 6 | $9.3bn | 3.1% |
| Liberty Media (FWONA) | 6 | $5.2bn | 8.3% |
| Philip Morris International (PM) | 6 | $3.4bn | 6.3% |
| Paypal Holdings (PYPL) | 6 | $3.3bn | 9.6% |
| Liberty Global (LBTYA) | 6 | $3.2bn | 17.1% |
| Oracle (ORCL) | 6 | $2.7bn | 5.3% |
| Nike (NKE) | 6 | $2.4bn | 4.0% |
| Micron Technology (MU) | 6 | $2.1bn | 99.8% |
| Union Pacific (UNP) | 6 | $2.1bn | 3.9% |
| General Electric (GE) | 6 | $2.0bn | 6.2% |
| Taiwan Semiconductor Manufacturing (TSM) | 6 | $1.7bn | 7.0% |
| Procter & Gamble (PG) | 6 | $418m | 3.2% |
| Coca-Cola (KO) | 5 | $25bn | 6.8% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2022-q1). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.