| AlphabetGOOG | 24+1 vs Q1 | $30bn+16% vs Q1 | 8.1% | 39.9% | Himalaya Capital 39.9%, Pershing Square 20.3%, Tweedy, Browne 17.5% and 21 more |
| MicrosoftMSFT | 15 | $18bn+2.7% vs Q1 | 4.9% | 13.0% | Fundsmith 13.0%, TCI Fund Management 11.5%, Greenlea Lane Capital 10.9% and 12 more |
| Berkshire HathawayBRK.B | 15 | $8.3bn−5.1% vs Q1 | 9.5% | 31.3% | Semper Augustus 31.3%, Tweedy, Browne 21.2%, Gardner Russo & Quinn 19.6% and 12 more |
| VisaV | 14 | $12bn−6.9% vs Q1 | 4.0% | 10.8% | TCI Fund Management 10.8%, Akre Capital Management 7.6%, Wedgewood Partners 6.8% and 11 more |
| Meta PlatformsMETA | 12+2 vs Q1 | $8.8bn+1.7% vs Q1 | 4.5% | 10.0% | Fundsmith 10.0%, Davis Selected Advisers 9.0%, Wedgewood Partners 8.8% and 9 more |
| AppleAAPL | 11 | $99bn−33% vs Q1 | 11.8% | 81.0% | H&H International (Duan Yongping) 81.0%, Berkshire Hathaway 30.1%, Wedgewood Partners 7.7% and 8 more |
| Bank of AmericaBAC | 11 | $46bn+3.2% vs Q1 | 8.5% | 43.6% | Daily Journal Corp 43.6%, Himalaya Capital 28.1%, Berkshire Hathaway 14.7% and 8 more |
| American ExpressAXP | 11 | $36bn−0.5% vs Q1 | 1.6% | 12.5% | Berkshire Hathaway 12.5%, First Eagle Investment Management 1.4%, Tweedy, Browne 1.1% and 8 more |
| Walt DisneyDIS | 11 | $2.2bn−65% vs Q1 | 3.8% | 17.1% | ValueAct 17.1%, Lindsell Train 11.5%, Trian Fund Management 6.4% and 8 more |
| Amazon.comAMZN | 10+1 vs Q1 | $14bn+0.1% vs Q1 | 6.8% | 25.5% | Greenlea Lane Capital 25.5%, Polen Capital Management 14.4%, Appaloosa 10.9% and 7 more |
| UnitedHealth GroupUNH | 10 | $4.0bn+4.9% vs Q1 | 2.1% | 7.8% | Ruane, Cunniff & Goldfarb (Sequoia) 7.8%, Wedgewood Partners 6.8%, Polen Capital Management 2.9% and 7 more |
| MastercardMA | 9−1 vs Q1 | $7.2bn−13% vs Q1 | 5.5% | 16.9% | Valley Forge Capital Management 16.9%, Akre Capital Management 15.7%, Gardner Russo & Quinn 9.6% and 6 more |
| Moody'sMCO | 8 | $19bn+8.0% vs Q1 | 6.5% | 15.6% | Akre Capital Management 15.6%, TCI Fund Management 13.6%, Valley Forge Capital Management 13.3% and 5 more |
| Wells Fargo & CompanyWFC | 8−1 vs Q1 | $7.9bn−18% vs Q1 | 7.5% | 46.0% | Daily Journal Corp 46.0%, Davis Selected Advisers 5.3%, Dodge & Cox 3.3% and 5 more |
| S&P GlobalSPGI | 8 | $5.5bn+18% vs Q1 | 4.2% | 19.1% | Valley Forge Capital Management 19.1%, TCI Fund Management 11.3%, Wedgewood Partners 2.4% and 5 more |
| Alibaba Group HoldingBABA | 8 | $2.6bn−1.4% vs Q1 | 3.2% | 12.2% | Appaloosa 12.2%, Daily Journal Corp 7.7%, H&H International (Duan Yongping) 2.7% and 5 more |
| Charles SchwabSCHW | 7 | $9.0bn+1.3% vs Q1 | 2.9% | 8.9% | Ruane, Cunniff & Goldfarb (Sequoia) 8.9%, Dodge & Cox 3.8%, Harris Associates (Oakmark) 2.9% and 4 more |
| ComcastCMCSA | 7 | $5.1bn−9.5% vs Q1 | 1.1% | 2.8% | First Eagle Investment Management 2.8%, Dodge & Cox 1.7%, Harris Associates (Oakmark) 1.4% and 4 more |
| Taiwan Semiconductor ManufacturingTSM | 7 | $1.8bn−4.9% vs Q1 | 3.2% | 8.5% | Wedgewood Partners 8.5%, Ruane, Cunniff & Goldfarb (Sequoia) 8.2%, First Eagle Investment Management 2.4% and 4 more |
| JPMorgan ChaseJPM | 7 | $800m−42% vs Q1 | 0.9% | 3.2% | Gardner Russo & Quinn 3.2%, Davis Selected Advisers 2.2%, Markel Group 0.5% and 4 more |
| Capital One FinancialCOF | 6 | $8.0bn−19% vs Q1 | 3.3% | 7.8% | Davis Selected Advisers 7.8%, Ruane, Cunniff & Goldfarb (Sequoia) 6.1%, Harris Associates (Oakmark) 3.6% and 3 more |
| BNYBK | 6 | $5.3bn+0.2% vs Q1 | 1.4% | 2.6% | Davis Selected Advisers 2.6%, First Eagle Investment Management 2.1%, Dodge & Cox 2.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.1bn+12% vs Q1 | 2.4% | 6.0% | Fundsmith 6.0%, Gardner Russo & Quinn 5.8%, First Eagle Investment Management 2.4% and 3 more |
| OracleORCL | 6 | $2.6bn−3.0% vs Q1 | 1.6% | 4.6% | Appaloosa 4.6%, First Eagle Investment Management 4.5%, Harris Associates (Oakmark) 0.6% and 3 more |
| Truist FinancialTFC | 6 | $2.5bn−0.5% vs Q1 | 0.6% | 1.4% | Tweedy, Browne 1.4%, Dodge & Cox 1.2%, Harris Associates (Oakmark) 0.7% and 3 more |
| PepsicoPEP | 6 | $1.4bn−8.2% vs Q1 | 2.5% | 10.8% | Lindsell Train 10.8%, Fundsmith 3.9%, Markel Group 0.2% and 3 more |
| NikeNKE | 6 | $1.4bn−16% vs Q1 | 1.1% | 2.2% | Pershing Square 2.2%, Fundsmith 1.9%, Polen Capital Management 1.7% and 3 more |
| DiageoDEO | 6 | $225m−15% vs Q1 | 0.4% | 1.7% | Markel Group 1.7%, Tweedy, Browne 0.8%, Berkshire Hathaway 0.0% and 3 more |
| Coca-ColaKO | 5 | $25bn+4.0% vs Q1 | 1.9% | 9.1% | Berkshire Hathaway 9.1%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $22bn−3.9% vs Q1 | 9.1% | 32.0% | Fairfax Financial Holdings 32.0%, Berkshire Hathaway 5.8%, Himalaya Capital 3.6% and 2 more |
| ChevronCVX | 5 | $19bn−4.4% vs Q1 | 1.4% | 6.6% | Berkshire Hathaway 6.6%, Semper Augustus 0.2%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5−1 vs Q1 | $11bn−9.6% vs Q1 | 8.5% | 18.7% | TCI Fund Management 18.7%, Trian Fund Management 15.6%, AKO Capital 6.2% and 2 more |
| FiservFISV | 5 | $7.6bn−11% vs Q1 | 3.2% | 4.6% | ValueAct 4.6%, Harris Associates (Oakmark) 3.7%, Dodge & Cox 3.1% and 2 more |
| Charter CommunicationsCHTR | 5+1 vs Q1 | $6.8bn+7.5% vs Q1 | 1.6% | 3.2% | Harris Associates (Oakmark) 3.2%, Ruane, Cunniff & Goldfarb (Sequoia) 2.1%, Dodge & Cox 2.1% and 2 more |
| FedExFDX | 5 | $4.4bn+2.1% vs Q1 | 2.9% | 6.7% | Southeastern Asset Management 6.7%, Appaloosa 2.7%, Dodge & Cox 2.4% and 2 more |
| Liberty MediaFWONA | 5+1 vs Q1 | $4.1bn−16% vs Q1 | 2.3% | 7.7% | Ruane, Cunniff & Goldfarb (Sequoia) 7.7%, Berkshire Hathaway 1.3%, Southeastern Asset Management 1.1% and 2 more |
| Booking HoldingsBKNG | 5 | $3.6bn+9.8% vs Q1 | 2.9% | 4.7% | AKO Capital 4.7%, Wedgewood Partners 4.3%, Giverny Capital 3.4% and 2 more |
| KKR & Co.KKR | 5 | $1.8bn−37% vs Q1 | 3.6% | 12.7% | Akre Capital Management 12.7%, ValueAct 3.6%, Markel Group 1.5% and 2 more |
| Texas InstrumentsTXN | 5 | $1.7bn+17% vs Q1 | 1.4% | 2.7% | Davis Selected Advisers 2.7%, First Eagle Investment Management 1.9%, Markel Group 1.4% and 2 more |
| GE HealthCare TechnologiesGEHC | 5+1 vs Q1 | $1.5bn−12% vs Q1 | 0.7% | 2.5% | Trian Fund Management 2.5%, Dodge & Cox 0.8%, Harris Associates (Oakmark) 0.1% and 2 more |