# What value investors bought and sold in Q2 2022 | moatshark

In Q2 2022, 34 value investors filed 13Fs. The most popular buy was Alphabet, added to by 13 managers (1 buying for the first time), followed by Meta…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 13 | 1 | $2.0bn |
| Meta Platforms (META) | 8 | 0 | $468m |
| Walt Disney (DIS) | 7 | 1 | $170m |
| Amazon.com (AMZN) | 6 | 1 | $1.7bn |
| Netflix (NFLX) | 6 | 3 | $432m |
| Alibaba Group Holding (BABA) | 6 | 1 | $99.0m |
| Paypal Holdings (PYPL) | 5 | 0 | $545m |
| Charles Schwab (SCHW) | 5 | 0 | $516m |
| Chevron (CVX) | 5 | 0 | $351m |
| Bank of America (BAC) | 5 | 1 | $295m |
| Visa (V) | 5 | 0 | $221m |
| General Electric (GE) | 4 | 0 | $1.3bn |
| KKR & Co. (KKR) | 4 | 0 | $492m |
| Warner Bros. Discovery (WBD) | 4 | 4 | $443m |
| Moody's (MCO) | 4 | 0 | $365m |
| Intercontinental Exchange (ICE) | 4 | 0 | $332m |
| Adobe (ADBE) | 4 | 0 | $183m |
| Comcast (CMCSA) | 4 | 0 | $52.1m |
| Berkshire Hathaway (BRK.B) | 4 | 0 | $15.2m |
| Occidental Petroleum (OXY) | 3 | 1 | $1.4bn |
| Microsoft (MSFT) | 3 | 0 | $608m |
| Salesforce (CRM) | 3 | 1 | $570m |
| HCA Healthcare (HCA) | 3 | 1 | $359m |
| Paramount Global (0VVB) | 3 | 1 | $251m |
| Ii-Vi | 3 | 0 | $226m |
| BNY (BK) | 3 | 0 | $129m |
| Fair Isaac (FICO) | 3 | 0 | $125m |
| Johnson Controls International (JCI) | 3 | 0 | $122m |
| Dollar General (DG) | 3 | 0 | $121m |
| State Street (STT) | 3 | 0 | $107m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| UnitedHealth Group (UNH) | 10 | 1 | $806m |
| Alphabet (GOOG) | 9 | 0 | $1.1bn |
| Microsoft (MSFT) | 7 | 0 | $274m |
| American Express (AXP) | 6 | 0 | $529m |
| Berkshire Hathaway (BRK.B) | 5 | 0 | $323m |
| Meta Platforms (META) | 5 | 1 | $283m |
| Visa (V) | 5 | 0 | $261m |
| Pepsico (PEP) | 5 | 0 | $227m |
| Wells Fargo & Company (WFC) | 5 | 1 | $121m |
| Starbucks (SBUX) | 4 | 1 | $771m |
| US Bancorp (USB) | 4 | 0 | $393m |
| CVS Health (CVS) | 4 | 0 | $339m |
| Exxon Mobil (EXMOC) | 4 | 1 | $302m |
| Liberty Global (LBTYA) | 4 | 1 | $256m |
| Booking Holdings (BKNG) | 4 | 1 | $254m |
| Mastercard (MA) | 4 | 1 | $140m |
| Alleghany (Y) | 4 | 2 | $78.5m |
| JPMorgan Chase (JPM) | 4 | 0 | $46.8m |
| Unilever (UL) | 4 | 0 | $41.7m |
| S&P Global (SPGI) | 4 | 0 | $356k |
| Abbott Laboratories (ABT) | 3 | 0 | $835m |
| Alibaba Group Holding (BABA) | 3 | 1 | $724m |
| Novartis (NVS) | 3 | 0 | $465m |
| Elevance Health (ELV) | 3 | 0 | $444m |
| Progressive (PGR) | 3 | 0 | $217m |
| Ebay (EBAY) | 3 | 0 | $194m |
| Micron Technology (MU) | 3 | 0 | $165m |
| Fiserv (FISV) | 3 | 0 | $139m |
| Baidu (BIDU) | 3 | 0 | $137m |
| APA (APA) | 3 | 1 | $129m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 23 | $26bn | 23.3% |
| Visa (V) | 15 | $12bn | 12.4% |
| Berkshire Hathaway (BRK.B) | 15 | $7.7bn | 29.4% |
| Amazon.com (AMZN) | 13 | $8.5bn | 22.9% |
| Meta Platforms (META) | 13 | $8.0bn | 10.1% |
| Microsoft (MSFT) | 12 | $13bn | 15.9% |
| Bank of America (BAC) | 11 | $35bn | 40.9% |
| American Express (AXP) | 10 | $23bn | 7.0% |
| Alibaba Group Holding (BABA) | 10 | $2.2bn | 19.5% |
| Walt Disney (DIS) | 10 | $1.0bn | 10.2% |
| Apple (AAPL) | 9 | $128bn | 67.5% |
| Moody's (MCO) | 9 | $11bn | 14.1% |
| UnitedHealth Group (UNH) | 9 | $4.5bn | 9.0% |
| Mastercard (MA) | 8 | $7.3bn | 22.2% |
| Wells Fargo & Company (WFC) | 8 | $7.2bn | 35.6% |
| Comcast (CMCSA) | 8 | $5.4bn | 3.4% |
| S&P Global (SPGI) | 8 | $3.5bn | 19.5% |
| Pepsico (PEP) | 8 | $1.9bn | 12.6% |
| Johnson & Johnson (JNJ) | 8 | $500m | 10.8% |
| BNY (BK) | 7 | $7.1bn | 3.7% |
| Charles Schwab (SCHW) | 7 | $6.8bn | 7.3% |
| US Bancorp (USB) | 7 | $6.8bn | 4.9% |
| Liberty Media (FWONA) | 7 | $4.4bn | 11.0% |
| Adobe (ADBE) | 7 | $4.3bn | 6.6% |
| Netflix (NFLX) | 7 | $2.0bn | 6.7% |
| JPMorgan Chase (JPM) | 7 | $1.0bn | 6.7% |
| Chevron (CVX) | 6 | $23bn | 7.8% |
| Philip Morris International (PM) | 6 | $3.4bn | 7.7% |
| Salesforce (CRM) | 6 | $3.3bn | 18.4% |
| General Electric (GE) | 6 | $2.6bn | 5.6% |
| Paypal Holdings (PYPL) | 6 | $2.5bn | 7.2% |
| Nike (NKE) | 6 | $1.7bn | 3.0% |
| Union Pacific (UNP) | 6 | $1.6bn | 3.5% |
| Micron Technology (MU) | 6 | $1.4bn | 100.0% |
| Taiwan Semiconductor Manufacturing (TSM) | 6 | $1.3bn | 7.0% |
| Liberty Broadband (8L8C) | 6 | $998m | 5.2% |
| Procter & Gamble (PG) | 6 | $284m | 2.4% |
| Starbucks (SBUX) | 6 | $115m | 2.2% |
| Coca-Cola (KO) | 5 | $25bn | 8.4% |
| Occidental Petroleum (OXY) | 5 | $16bn | 4.4% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2022-q2). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.