| AlphabetGOOG | 23 | $24bn+3.8% vs Q2 | 8.4% | 40.3% | Himalaya Capital 40.3%, Tweedy, Browne 18.3%, Pershing Square 17.2% and 20 more |
| MicrosoftMSFT | 15−1 vs Q2 | $10bn−33% vs Q2 | 3.7% | 12.4% | Fundsmith 12.4%, Appaloosa 10.2%, Greenlea Lane Capital 10.1% and 12 more |
| VisaV | 14 | $11bn−6.8% vs Q2 | 4.6% | 14.0% | TCI Fund Management 14.0%, Akre Capital Management 9.6%, AKO Capital 7.1% and 11 more |
| Berkshire HathawayBRK.B | 14−1 vs Q2 | $8.0bn−2.8% vs Q2 | 10.5% | 35.9% | Semper Augustus 35.9%, Tweedy, Browne 22.1%, Gardner Russo & Quinn 20.6% and 11 more |
| AppleAAPL | 11−1 vs Q2 | $168bn−12% vs Q2 | 13.4% | 78.7% | H&H International (Duan Yongping) 78.7%, Berkshire Hathaway 49.8%, Wedgewood Partners 7.6% and 8 more |
| Bank of AmericaBAC | 11+1 vs Q2 | $32bn−2.6% vs Q2 | 7.5% | 39.7% | Daily Journal Corp 39.7%, Himalaya Capital 27.2%, Berkshire Hathaway 9.0% and 8 more |
| Meta PlatformsMETA | 11 | $7.3bn−2.8% vs Q2 | 4.9% | 11.6% | Appaloosa 11.6%, Wedgewood Partners 9.9%, Davis Selected Advisers 9.2% and 8 more |
| American ExpressAXP | 10 | $24bn−14% vs Q2 | 1.2% | 7.2% | Berkshire Hathaway 7.2%, First Eagle Investment Management 1.0%, Tweedy, Browne 0.9% and 7 more |
| Amazon.comAMZN | 10−2 vs Q2 | $11bn−14% vs Q2 | 6.0% | 25.0% | Greenlea Lane Capital 25.0%, Polen Capital Management 12.5%, Appaloosa 9.4% and 7 more |
| Walt DisneyDIS | 10 | $3.9bn+146% vs Q2 | 5.7% | 40.5% | Trian Fund Management 40.5%, Lindsell Train 9.1%, Semper Augustus 2.4% and 7 more |
| UnitedHealth GroupUNH | 10+1 vs Q2 | $3.8bn+2.6% vs Q2 | 2.2% | 9.2% | Ruane, Cunniff & Goldfarb (Sequoia) 9.2%, Wedgewood Partners 6.0%, Polen Capital Management 3.4% and 7 more |
| Moody'sMCO | 9 | $14bn−10% vs Q2 | 5.2% | 14.0% | Akre Capital Management 14.0%, Valley Forge Capital Management 13.1%, TCI Fund Management 11.9% and 6 more |
| MastercardMA | 9 | $7.5bn−0.6% vs Q2 | 6.4% | 20.1% | Akre Capital Management 20.1%, Valley Forge Capital Management 20.1%, Gardner Russo & Quinn 10.3% and 6 more |
| Wells Fargo & CompanyWFC | 9 | $7.2bn−5.7% vs Q2 | 6.3% | 41.0% | Daily Journal Corp 41.0%, Davis Selected Advisers 7.8%, Dodge & Cox 3.3% and 6 more |
| Alibaba Group HoldingBABA | 8 | $2.0bn+4.7% vs Q2 | 3.4% | 16.4% | Daily Journal Corp 16.4%, Appaloosa 6.2%, H&H International (Duan Yongping) 2.0% and 5 more |
| General ElectricGE | 7+1 vs Q2 | $7.7bn−0.9% vs Q2 | 4.2% | 16.7% | TCI Fund Management 16.7%, Trian Fund Management 6.8%, AKO Capital 3.5% and 4 more |
| Charles SchwabSCHW | 7 | $6.1bn−3.6% vs Q2 | 2.4% | 7.9% | Ruane, Cunniff & Goldfarb (Sequoia) 7.9%, Dodge & Cox 2.9%, Giverny Capital 2.4% and 4 more |
| ComcastCMCSA | 7 | $5.7bn+5.2% vs Q2 | 1.4% | 3.7% | First Eagle Investment Management 3.7%, Dodge & Cox 2.3%, Gardner Russo & Quinn 1.7% and 4 more |
| S&P GlobalSPGI | 7−1 vs Q2 | $4.0bn−11% vs Q2 | 5.1% | 20.6% | Valley Forge Capital Management 20.6%, TCI Fund Management 12.0%, Wedgewood Partners 2.3% and 4 more |
| PepsicoPEP | 7−1 vs Q2 | $1.7bn−9.4% vs Q2 | 2.4% | 11.3% | Lindsell Train 11.3%, Fundsmith 5.1%, Markel Group 0.2% and 4 more |
| Taiwan Semiconductor ManufacturingTSM | 7+1 vs Q2 | $1.3bn−19% vs Q2 | 2.3% | 6.0% | Ruane, Cunniff & Goldfarb (Sequoia) 6.0%, Wedgewood Partners 5.5%, First Eagle Investment Management 2.0% and 4 more |
| JPMorgan ChaseJPM | 7 | $1.2bn−1.5% vs Q2 | 2.0% | 6.0% | Brave Warrior Advisors 6.0%, Davis Selected Advisers 3.8%, Gardner Russo & Quinn 3.3% and 4 more |
| Capital One FinancialCOF | 6 | $7.3bn−18% vs Q2 | 3.0% | 6.8% | Davis Selected Advisers 6.8%, Ruane, Cunniff & Goldfarb (Sequoia) 5.3%, Harris Associates (Oakmark) 3.7% and 3 more |
| BNYBK | 6 | $4.2bn−3.8% vs Q2 | 1.5% | 3.5% | Davis Selected Advisers 3.5%, First Eagle Investment Management 1.8%, Dodge & Cox 1.7% and 3 more |
| Liberty MediaFWONA | 6−1 vs Q2 | $3.9bn−6.6% vs Q2 | 3.8% | 13.6% | Baupost Group 13.6%, Ruane, Cunniff & Goldfarb (Sequoia) 8.1%, Berkshire Hathaway 0.8% and 3 more |
| Philip Morris InternationalPM | 6 | $2.8bn−7.7% vs Q2 | 2.5% | 6.3% | Fundsmith 6.3%, Gardner Russo & Quinn 6.3%, First Eagle Investment Management 2.2% and 3 more |
| Truist FinancialTFC | 6 | $1.9bn+46% vs Q2 | 0.5% | 1.2% | Tweedy, Browne 1.2%, Dodge & Cox 1.0%, Harris Associates (Oakmark) 0.6% and 3 more |
| Liberty Broadband8L8C | 6 | $1.1bn+15% vs Q2 | 1.8% | 6.0% | Ruane, Cunniff & Goldfarb (Sequoia) 6.0%, Southeastern Asset Management 3.3%, Harris Associates (Oakmark) 1.2% and 3 more |
| FergusonFERG1GBX | 6+3 vs Q2 | $1.0bn+5.4% vs Q2 | 2.4% | 13.6% | Trian Fund Management 13.6%, TCI Fund Management 0.3%, Davis Selected Advisers 0.3% and 3 more |
| MarkelMKL | 6 | $807m−32% vs Q2 | 4.4% | 17.1% | Greenlea Lane Capital 17.1%, Giverny Capital 6.8%, Davis Selected Advisers 2.4% and 3 more |
| Johnson & JohnsonJNJ | 6−2 vs Q2 | $331m−21% vs Q2 | 1.9% | 9.5% | Tweedy, Browne 9.5%, Markel Group 1.1%, Fairfax Financial Holdings 0.6% and 3 more |
| Coca-ColaKO | 5 | $22bn−7.0% vs Q2 | 1.5% | 7.1% | Berkshire Hathaway 7.1%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| ChevronCVX | 5 | $19bn−4.0% vs Q2 | 1.2% | 5.9% | Berkshire Hathaway 5.9%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| FiservFISV | 5 | $6.6bn−18% vs Q2 | 5.8% | 19.1% | ValueAct 19.1%, Harris Associates (Oakmark) 3.3%, Dodge & Cox 2.7% and 2 more |
| FedExFDX | 5 | $4.2bn+4.0% vs Q2 | 2.9% | 5.9% | Southeastern Asset Management 5.9%, Appaloosa 3.4%, Dodge & Cox 2.6% and 2 more |
| KKR & Co.KKR | 5 | $3.5bn−6.0% vs Q2 | 5.8% | 15.8% | ValueAct 15.8%, Akre Capital Management 9.1%, Harris Associates (Oakmark) 3.2% and 2 more |
| Thermo Fisher ScientificTMO | 5 | $2.9bn−4.2% vs Q2 | 2.3% | 5.9% | TCI Fund Management 5.9%, Polen Capital Management 2.9%, AKO Capital 2.8% and 2 more |
| OracleORCL | 5 | $2.9bn−22% vs Q2 | 1.4% | 5.1% | First Eagle Investment Management 5.1%, Harris Associates (Oakmark) 1.7%, Davis Selected Advisers 0.1% and 2 more |
| CVS HealthCVS | 5 | $2.2bn+79% vs Q2 | 0.4% | 1.3% | Dodge & Cox 1.3%, Harris Associates (Oakmark) 0.5%, Markel Group 0.3% and 2 more |
| Paypal HoldingsPYPL | 5+1 vs Q2 | $1.6bn−14% vs Q2 | 2.9% | 6.2% | Lindsell Train 6.2%, Wedgewood Partners 4.9%, Polen Capital Management 3.3% and 2 more |