# What value investors bought and sold in Q3 2022 | moatshark

In Q3 2022, 34 value investors filed 13Fs. The most popular buy was Alphabet, added to by 9 managers, followed by Meta Platforms and Amazon.com.

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 9 | 0 | $680m |
| Meta Platforms (META) | 9 | 0 | $208m |
| Amazon.com (AMZN) | 6 | 0 | $1.1bn |
| Salesforce (CRM) | 5 | 0 | $411m |
| Visa (V) | 5 | 0 | $8.5m |
| Microsoft (MSFT) | 4 | 1 | $488m |
| Intercontinental Exchange (ICE) | 4 | 0 | $106m |
| Lithia Motors (LAD) | 4 | 1 | $99.5m |
| RH (RH) | 4 | 1 | $48.4m |
| Adobe (ADBE) | 4 | 0 | $30.1m |
| Bank of America (BAC) | 4 | 0 | $23.0m |
| Walt Disney (DIS) | 4 | 0 | $2.8m |
| Occidental Petroleum (OXY) | 3 | 0 | $2.2bn |
| Apple (AAPL) | 3 | 2 | $1.1bn |
| Warner Bros. Discovery (WBD) | 3 | 1 | $763m |
| Coherent (COHR) | 3 | 3 | $600m |
| Capital One Financial (COF) | 3 | 1 | $526m |
| Haleon (HLN) | 3 | 3 | $450m |
| KKR & Co. (KKR) | 3 | 0 | $372m |
| Fidelity National Information Services (FIS) | 3 | 1 | $327m |
| Wells Fargo & Company (WFC) | 3 | 0 | $271m |
| Paramount Global (0VVB) | 3 | 0 | $245m |
| Micron Technology (MU) | 3 | 1 | $167m |
| Willis Towers Watson (WTW) | 3 | 0 | $135m |
| Charles Schwab (SCHW) | 3 | 0 | $109m |
| Celanese (CE) | 3 | 0 | $76.0m |
| Analog Devices (ADI) | 3 | 0 | $16.6m |
| Truist Financial (TFC) | 3 | 0 | $13.2m |
| Nike (NKE) | 3 | 0 | $11.6m |
| Brookfield (BN) | 3 | 1 | $9.9m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 10 | 0 | $531m |
| Berkshire Hathaway (BRK.B) | 7 | 0 | $206m |
| UnitedHealth Group (UNH) | 7 | 0 | $179m |
| BNY (BK) | 6 | 0 | $486m |
| Visa (V) | 6 | 0 | $485m |
| Alibaba Group Holding (BABA) | 6 | 2 | $342m |
| Microsoft (MSFT) | 6 | 0 | $247m |
| American Express (AXP) | 6 | 0 | $223m |
| JPMorgan Chase (JPM) | 5 | 0 | $40.3m |
| Walt Disney (DIS) | 5 | 1 | $10.1m |
| US Bancorp (USB) | 4 | 0 | $1.9bn |
| Paypal Holdings (PYPL) | 4 | 0 | $302m |
| Diageo (DEO) | 4 | 1 | $297m |
| Comcast (CMCSA) | 4 | 0 | $239m |
| Ebay (EBAY) | 4 | 1 | $109m |
| Charles Schwab (SCHW) | 4 | 0 | $106m |
| Wells Fargo & Company (WFC) | 4 | 0 | $91.8m |
| Pepsico (PEP) | 4 | 0 | $20.2m |
| GSK (GSK) | 3 | 0 | $685m |
| Ii-Vi | 3 | 3 | $575m |
| Mastercard (MA) | 3 | 0 | $560m |
| Intel (INTC) | 3 | 1 | $511m |
| Ishares Core S&P Small-Cap E (IWF) | 3 | 1 | $324m |
| Bank of America (BAC) | 3 | 0 | $243m |
| Fiserv (FISV) | 3 | 0 | $209m |
| Netflix (NFLX) | 3 | 1 | $190m |
| Liberty Global (LBTYA) | 3 | 0 | $174m |
| Taiwan Semiconductor Manufacturing (TSM) | 3 | 0 | $168m |
| Union Pacific (UNP) | 3 | 0 | $147m |
| Elevance Health (ELV) | 3 | 0 | $105m |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Alphabet (GOOG) | 23 | $24bn | 23.0% |
| Visa (V) | 15 | $10bn | 12.4% |
| Berkshire Hathaway (BRK.B) | 15 | $7.4bn | 30.9% |
| Microsoft (MSFT) | 13 | $12bn | 16.2% |
| Amazon.com (AMZN) | 13 | $10bn | 23.6% |
| Meta Platforms (META) | 13 | $6.9bn | 8.7% |
| Apple (AAPL) | 11 | $131bn | 72.7% |
| Bank of America (BAC) | 11 | $34bn | 42.5% |
| American Express (AXP) | 11 | $22bn | 6.9% |
| Moody's (MCO) | 9 | $9.9bn | 13.4% |
| UnitedHealth Group (UNH) | 9 | $4.2bn | 9.9% |
| Walt Disney (DIS) | 9 | $1.0bn | 10.4% |
| Wells Fargo & Company (WFC) | 8 | $7.6bn | 39.2% |
| Mastercard (MA) | 8 | $6.1bn | 21.2% |
| Comcast (CMCSA) | 8 | $3.9bn | 2.8% |
| S&P Global (SPGI) | 8 | $3.1bn | 18.8% |
| Pepsico (PEP) | 8 | $1.8bn | 12.3% |
| Alibaba Group Holding (BABA) | 8 | $1.5bn | 14.7% |
| Johnson & Johnson (JNJ) | 8 | $460m | 10.7% |
| Charles Schwab (SCHW) | 7 | $7.7bn | 9.3% |
| BNY (BK) | 7 | $6.1bn | 3.7% |
| Taiwan Semiconductor Manufacturing (TSM) | 7 | $5.1bn | 4.7% |
| Liberty Media (FWONA) | 7 | $4.4bn | 14.0% |
| US Bancorp (USB) | 7 | $4.2bn | 4.7% |
| Adobe (ADBE) | 7 | $3.2bn | 5.3% |
| JPMorgan Chase (JPM) | 7 | $921m | 6.3% |
| Chevron (CVX) | 6 | $24bn | 8.0% |
| Salesforce (CRM) | 6 | $3.3bn | 16.2% |
| Netflix (NFLX) | 6 | $3.2bn | 8.2% |
| General Electric (GE) | 6 | $2.8bn | 6.6% |
| Philip Morris International (PM) | 6 | $2.8bn | 6.9% |
| Paypal Holdings (PYPL) | 6 | $2.7bn | 9.4% |
| Union Pacific (UNP) | 6 | $1.4bn | 3.8% |
| Nike (NKE) | 6 | $1.4bn | 2.7% |
| Micron Technology (MU) | 6 | $1.3bn | 92.5% |
| Brookfield (BN) | 6 | $949m | 13.1% |
| Liberty Broadband (8L8C) | 6 | $590m | 3.6% |
| Procter & Gamble (PG) | 6 | $231m | 2.2% |
| Starbucks (SBUX) | 6 | $140m | 2.5% |
| Coca-Cola (KO) | 5 | $22bn | 7.6% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2022-q3). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.