| AlphabetGOOG | 23−1 vs Q2 | $26bn−15% vs Q2 | 7.3% | 37.6% | Himalaya Capital 37.6%, Pershing Square 14.9%, Tweedy, Browne 13.9% and 20 more |
| MicrosoftMSFT | 15 | $17bn−6.8% vs Q2 | 4.0% | 11.8% | Fundsmith 11.8%, TCI Fund Management 11.7%, Polen Capital Management 7.8% and 12 more |
| VisaV | 15+1 vs Q2 | $13bn+5.0% vs Q2 | 3.9% | 10.5% | TCI Fund Management 10.5%, Akre Capital Management 7.5%, Wedgewood Partners 7.1% and 12 more |
| Berkshire HathawayBRK.B | 15 | $9.0bn+8.6% vs Q2 | 10.3% | 33.3% | Semper Augustus 33.3%, Tweedy, Browne 21.7%, Gardner Russo & Quinn 20.9% and 12 more |
| AppleAAPL | 12+1 vs Q2 | $85bn−14% vs Q2 | 9.9% | 74.3% | H&H International (Duan Yongping) 74.3%, Berkshire Hathaway 26.2%, Wedgewood Partners 7.0% and 9 more |
| American ExpressAXP | 11 | $42bn+17% vs Q2 | 1.9% | 15.4% | Berkshire Hathaway 15.4%, First Eagle Investment Management 1.4%, Tweedy, Browne 1.3% and 8 more |
| Amazon.comAMZN | 11+1 vs Q2 | $13bn−11% vs Q2 | 5.2% | 21.2% | Greenlea Lane Capital 21.2%, Polen Capital Management 12.4%, Appaloosa 8.9% and 8 more |
| Meta PlatformsMETA | 11−1 vs Q2 | $9.8bn+10% vs Q2 | 5.0% | 11.0% | Fundsmith 11.0%, Wedgewood Partners 8.7%, Davis Selected Advisers 8.7% and 8 more |
| Bank of AmericaBAC | 10−1 vs Q2 | $36bn−22% vs Q2 | 8.9% | 42.8% | Daily Journal Corp 42.8%, Himalaya Capital 29.0%, Berkshire Hathaway 11.9% and 7 more |
| MastercardMA | 10+1 vs Q2 | $7.7bn+8.0% vs Q2 | 5.0% | 16.3% | Valley Forge Capital Management 16.3%, Akre Capital Management 16.1%, Gardner Russo & Quinn 10.2% and 7 more |
| UnitedHealth GroupUNH | 10 | $4.4bn+9.9% vs Q2 | 2.2% | 8.8% | Ruane, Cunniff & Goldfarb (Sequoia) 8.8%, Wedgewood Partners 6.4%, Polen Capital Management 3.0% and 7 more |
| Walt DisneyDIS | 10−1 vs Q2 | $2.1bn−7.0% vs Q2 | 3.5% | 16.4% | ValueAct 16.4%, Lindsell Train 11.8%, Semper Augustus 2.3% and 7 more |
| Moody'sMCO | 9+1 vs Q2 | $21bn+9.9% vs Q2 | 5.6% | 14.3% | TCI Fund Management 14.3%, Valley Forge Capital Management 13.6%, Akre Capital Management 13.3% and 6 more |
| S&P GlobalSPGI | 9+1 vs Q2 | $6.4bn+16% vs Q2 | 3.9% | 19.6% | Valley Forge Capital Management 19.6%, TCI Fund Management 12.2%, Wedgewood Partners 2.3% and 6 more |
| Wells Fargo & CompanyWFC | 8 | $7.1bn−9.7% vs Q2 | 6.8% | 43.1% | Daily Journal Corp 43.1%, Davis Selected Advisers 4.5%, Dodge & Cox 2.8% and 5 more |
| Charles SchwabSCHW | 7 | $8.5bn−5.7% vs Q2 | 2.4% | 7.5% | Ruane, Cunniff & Goldfarb (Sequoia) 7.5%, Dodge & Cox 3.3%, Harris Associates (Oakmark) 2.4% and 4 more |
| Capital One FinancialCOF | 7+1 vs Q2 | $8.2bn+2.9% vs Q2 | 2.8% | 8.1% | Davis Selected Advisers 8.1%, Ruane, Cunniff & Goldfarb (Sequoia) 6.5%, Harris Associates (Oakmark) 2.8% and 4 more |
| ComcastCMCSA | 7 | $5.5bn+7.6% vs Q2 | 1.1% | 2.7% | First Eagle Investment Management 2.7%, Dodge & Cox 1.8%, Gardner Russo & Quinn 1.3% and 4 more |
| OracleORCL | 7+1 vs Q2 | $4.5bn+71% vs Q2 | 1.9% | 4.9% | First Eagle Investment Management 4.9%, Appaloosa 4.0%, Polen Capital Management 3.9% and 4 more |
| Alibaba Group HoldingBABA | 7−1 vs Q2 | $3.6bn+41% vs Q2 | 4.6% | 15.8% | Appaloosa 15.8%, Daily Journal Corp 11.2%, H&H International (Duan Yongping) 3.5% and 4 more |
| Taiwan Semiconductor ManufacturingTSM | 7 | $1.7bn−5.5% vs Q2 | 3.1% | 8.3% | Wedgewood Partners 8.3%, Ruane, Cunniff & Goldfarb (Sequoia) 7.9%, Fairfax Financial Holdings 2.2% and 4 more |
| JPMorgan ChaseJPM | 7 | $728m−9.0% vs Q2 | 0.8% | 3.1% | Gardner Russo & Quinn 3.1%, Davis Selected Advisers 1.7%, Markel Group 0.5% and 4 more |
| BNYBK | 6 | $5.7bn+8.3% vs Q2 | 1.4% | 2.3% | First Eagle Investment Management 2.3%, Davis Selected Advisers 2.2%, Dodge & Cox 2.0% and 3 more |
| Philip Morris InternationalPM | 6 | $3.4bn+10.0% vs Q2 | 2.5% | 6.7% | Gardner Russo & Quinn 6.7%, Fundsmith 5.8%, First Eagle Investment Management 2.7% and 3 more |
| Liberty MediaFWONA | 6+1 vs Q2 | $2.1bn−49% vs Q2 | 2.1% | 8.3% | Ruane, Cunniff & Goldfarb (Sequoia) 8.3%, ValueAct 2.3%, Southeastern Asset Management 1.6% and 3 more |
| NikeNKE | 6 | $2.0bn+44% vs Q2 | 2.4% | 11.1% | Pershing Square 11.1%, Fundsmith 2.2%, Semper Augustus 0.5% and 3 more |
| Texas InstrumentsTXN | 6+1 vs Q2 | $1.9bn+7.5% vs Q2 | 1.2% | 2.7% | Davis Selected Advisers 2.7%, First Eagle Investment Management 1.8%, Fundsmith 1.4% and 3 more |
| PepsicoPEP | 6 | $1.5bn+2.0% vs Q2 | 2.5% | 10.6% | Lindsell Train 10.6%, Fundsmith 3.9%, Markel Group 0.1% and 3 more |
| Truist FinancialTFC | 6 | $1.4bn−44% vs Q2 | 0.4% | 1.6% | Tweedy, Browne 1.6%, Dodge & Cox 0.6%, Harris Associates (Oakmark) 0.3% and 3 more |
| DiageoDEO | 6 | $253m+12% vs Q2 | 0.5% | 1.7% | Markel Group 1.7%, Tweedy, Browne 0.9%, First Eagle Investment Management 0.0% and 3 more |
| Coca-ColaKO | 5 | $29bn+13% vs Q2 | 2.2% | 10.8% | Berkshire Hathaway 10.8%, Semper Augustus 0.3%, Lindsell Train 0.0% and 2 more |
| Occidental PetroleumOXY | 5 | $18bn−17% vs Q2 | 8.3% | 28.2% | Fairfax Financial Holdings 28.2%, Berkshire Hathaway 4.9%, Himalaya Capital 3.1% and 2 more |
| ChevronCVX | 5 | $17bn−5.9% vs Q2 | 1.4% | 6.6% | Berkshire Hathaway 6.6%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $13bn+18% vs Q2 | 9.7% | 20.6% | TCI Fund Management 20.6%, Trian Fund Management 19.5%, AKO Capital 6.5% and 2 more |
| Charter CommunicationsCHTR | 5 | $6.6bn−2.4% vs Q2 | 1.4% | 2.3% | Ruane, Cunniff & Goldfarb (Sequoia) 2.3%, Harris Associates (Oakmark) 2.2%, Dodge & Cox 2.1% and 2 more |
| FedExFDX | 5 | $3.9bn−12% vs Q2 | 2.4% | 5.7% | Southeastern Asset Management 5.7%, Tweedy, Browne 2.0%, Dodge & Cox 2.0% and 2 more |
| Booking HoldingsBKNG | 5 | $3.8bn+5.3% vs Q2 | 3.0% | 5.5% | Wedgewood Partners 5.5%, AKO Capital 4.2%, Giverny Capital 3.3% and 2 more |
| Intercontinental ExchangeICE | 5+1 vs Q2 | $3.4bn+10% vs Q2 | 4.3% | 12.6% | Ruane, Cunniff & Goldfarb (Sequoia) 12.6%, AKO Capital 6.2%, Harris Associates (Oakmark) 2.8% and 2 more |
| Analog DevicesADI | 5 | $1.5bn+3.8% vs Q2 | 1.9% | 3.4% | AKO Capital 3.4%, Markel Group 2.4%, First Eagle Investment Management 1.8% and 2 more |
| US BancorpUSB | 5 | $1.1bn+16% vs Q2 | 1.6% | 3.7% | Davis Selected Advisers 3.7%, Daily Journal Corp 3.0%, First Eagle Investment Management 0.8% and 2 more |