| AlphabetGOOG | 22+1 vs Q2 | $31bn+38% vs Q2 | 8.4% | 37.6% | Himalaya Capital 37.6%, Pershing Square 18.6%, Ruane, Cunniff & Goldfarb (Sequoia) 14.6% and 19 more |
| VisaV | 16 | $18bn+12% vs Q2 | 4.9% | 18.2% | TCI Fund Management 18.2%, Akre Capital Management 10.1%, ValueAct 9.0% and 13 more |
| MicrosoftMSFT | 16 | $18bn−7.6% vs Q2 | 3.5% | 16.3% | TCI Fund Management 16.3%, Polen Capital Management 8.4%, AKO Capital 7.9% and 13 more |
| Berkshire HathawayBRK.B | 15 | $8.8bn+13% vs Q2 | 9.2% | 26.6% | Semper Augustus 26.6%, Gardner Russo & Quinn 18.7%, H&H International (Duan Yongping) 17.8% and 12 more |
| Meta PlatformsMETA | 13+1 vs Q2 | $9.3bn−18% vs Q2 | 4.1% | 9.5% | ValueAct 9.5%, Wedgewood Partners 9.5%, Giverny Capital 7.8% and 10 more |
| AppleAAPL | 12 | $70bn+7.6% vs Q2 | 7.9% | 60.4% | H&H International (Duan Yongping) 60.4%, Berkshire Hathaway 22.7%, Wedgewood Partners 7.8% and 9 more |
| Amazon.comAMZN | 12−1 vs Q2 | $13bn−5.6% vs Q2 | 6.2% | 20.6% | Greenlea Lane Capital 20.6%, ValueAct 13.0%, Pershing Square 8.7% and 9 more |
| American ExpressAXP | 11 | $51bn+4.0% vs Q2 | 2.2% | 18.8% | Berkshire Hathaway 18.8%, Tweedy, Browne 1.9%, Markel Group 1.3% and 8 more |
| Taiwan Semiconductor ManufacturingTSM | 11+2 vs Q2 | $2.9bn+25% vs Q2 | 2.5% | 9.7% | Wedgewood Partners 9.7%, Ruane, Cunniff & Goldfarb (Sequoia) 8.7%, Appaloosa 4.0% and 8 more |
| Walt DisneyDIS | 11 | $1.7bn−14% vs Q2 | 2.4% | 10.5% | Lindsell Train 10.5%, ValueAct 8.5%, Semper Augustus 2.1% and 8 more |
| UnitedHealth GroupUNH | 10 | $5.8bn+1.6% vs Q2 | 1.0% | 4.3% | Ruane, Cunniff & Goldfarb (Sequoia) 4.3%, Davis Selected Advisers 2.0%, Dodge & Cox 1.8% and 7 more |
| Bank of AmericaBAC | 9−1 vs Q2 | $32bn+2.0% vs Q2 | 8.0% | 39.3% | Daily Journal Corp 39.3%, Himalaya Capital 16.7%, Berkshire Hathaway 11.0% and 6 more |
| Moody'sMCO | 9 | $20bn−5.4% vs Q2 | 5.3% | 15.1% | Valley Forge Capital Management 15.1%, TCI Fund Management 12.0%, Akre Capital Management 10.1% and 6 more |
| MastercardMA | 9−1 vs Q2 | $7.6bn−2.3% vs Q2 | 6.2% | 20.3% | Valley Forge Capital Management 20.3%, Akre Capital Management 17.9%, Gardner Russo & Quinn 9.9% and 6 more |
| Capital One FinancialCOF | 8 | $8.5bn−7.6% vs Q2 | 3.3% | 9.3% | Davis Selected Advisers 9.3%, Ruane, Cunniff & Goldfarb (Sequoia) 7.4%, Brave Warrior Advisors 4.8% and 5 more |
| Wells Fargo & CompanyWFC | 8 | $5.0bn−14% vs Q2 | 7.0% | 45.2% | Daily Journal Corp 45.2%, Tweedy, Browne 4.2%, Davis Selected Advisers 3.4% and 5 more |
| Coca-ColaKO | 7+2 vs Q2 | $27bn−6.3% vs Q2 | 1.4% | 9.9% | Berkshire Hathaway 9.9%, Semper Augustus 0.1%, Lindsell Train 0.0% and 4 more |
| S&P GlobalSPGI | 7−1 vs Q2 | $6.4bn−7.0% vs Q2 | 5.0% | 20.6% | Valley Forge Capital Management 20.6%, TCI Fund Management 10.3%, Wedgewood Partners 3.1% and 4 more |
| ComcastCMCSA | 7 | $5.5bn−11% vs Q2 | 0.9% | 2.1% | First Eagle Investment Management 2.1%, Dodge & Cox 1.9%, Harris Associates (Oakmark) 1.1% and 4 more |
| Elevance HealthELV | 7+1 vs Q2 | $3.8bn+18% vs Q2 | 4.9% | 13.8% | Brave Warrior Advisors 13.8%, Baupost Group 8.9%, Ruane, Cunniff & Goldfarb (Sequoia) 7.8% and 4 more |
| Alibaba Group HoldingBABA | 7+1 vs Q2 | $3.6bn+46% vs Q2 | 4.8% | 15.6% | Appaloosa 15.6%, Daily Journal Corp 13.3%, H&H International (Duan Yongping) 3.4% and 4 more |
| JPMorgan ChaseJPM | 7 | $520m+0.2% vs Q2 | 0.6% | 1.8% | Gardner Russo & Quinn 1.8%, Davis Selected Advisers 1.0%, Markel Group 0.7% and 4 more |
| PepsicoPEP | 7+1 vs Q2 | $332m−2.8% vs Q2 | 1.1% | 7.6% | Lindsell Train 7.6%, Markel Group 0.1%, Gardner Russo & Quinn 0.0% and 4 more |
| Charles SchwabSCHW | 6 | $11bn+1.7% vs Q2 | 4.0% | 10.0% | Ruane, Cunniff & Goldfarb (Sequoia) 10.0%, Giverny Capital 5.1%, Dodge & Cox 4.3% and 3 more |
| BNYBK | 6 | $5.4bn+4.2% vs Q2 | 1.1% | 2.0% | Dodge & Cox 2.0%, First Eagle Investment Management 2.0%, Tweedy, Browne 1.3% and 3 more |
| OracleORCL | 6−1 vs Q2 | $5.3bn−0.0% vs Q2 | 2.3% | 8.5% | Polen Capital Management 8.5%, First Eagle Investment Management 4.5%, Harris Associates (Oakmark) 0.4% and 3 more |
| Philip Morris InternationalPM | 6 | $2.9bn−24% vs Q2 | 2.7% | 8.1% | Gardner Russo & Quinn 8.1%, Fundsmith 5.9%, First Eagle Investment Management 1.8% and 3 more |
| NVIDIANVDA | 6+1 vs Q2 | $1.7bn+271% vs Q2 | 1.6% | 4.8% | Appaloosa 4.8%, Polen Capital Management 3.8%, H&H International (Duan Yongping) 0.8% and 3 more |
| Exxon MobilEXMOC | 6 | $916m+4.6% vs Q2 | 0.4% | 1.6% | First Eagle Investment Management 1.6%, Semper Augustus 0.8%, Gardner Russo & Quinn 0.2% and 3 more |
| Union PacificUNP | 6+2 vs Q2 | $805m+737% vs Q2 | 1.4% | 7.4% | Baupost Group 7.4%, Harris Associates (Oakmark) 0.6%, Tweedy, Browne 0.4% and 3 more |
| DiageoDEO | 6 | $179m−2.6% vs Q2 | 0.4% | 1.1% | Markel Group 1.1%, Tweedy, Browne 1.1%, First Eagle Investment Management 0.0% and 3 more |
| Truist FinancialTFC | 6+1 vs Q2 | $99.3m+191% vs Q2 | 0.5% | 2.3% | Tweedy, Browne 2.3%, Appaloosa 0.9%, Davis Selected Advisers 0.0% and 3 more |
| ChevronCVX | 5 | $19bn+8.5% vs Q2 | 1.4% | 7.1% | Berkshire Hathaway 7.1%, Semper Augustus 0.1%, Dodge & Cox 0.0% and 2 more |
| General ElectricGE | 5 | $18bn+10% vs Q2 | 12.7% | 29.5% | Trian Fund Management 29.5%, TCI Fund Management 27.1%, AKO Capital 5.7% and 2 more |
| Occidental PetroleumOXY | 5 | $17bn+12% vs Q2 | 5.4% | 13.8% | Fairfax Financial Holdings 13.8%, Berkshire Hathaway 4.7%, H&H International (Duan Yongping) 4.4% and 2 more |
| CVS HealthCVS | 5 | $6.6bn+8.6% vs Q2 | 3.5% | 9.9% | Fairfax Financial Holdings 9.9%, Davis Selected Advisers 4.5%, Dodge & Cox 3.0% and 2 more |
| FiservFISV | 5+1 vs Q2 | $6.2bn−2.2% vs Q2 | 2.2% | 2.9% | Giverny Capital 2.9%, Dodge & Cox 2.7%, Baupost Group 2.4% and 2 more |
| Charter CommunicationsCHTR | 5 | $5.0bn−28% vs Q2 | 1.2% | 1.8% | Dodge & Cox 1.8%, Ruane, Cunniff & Goldfarb (Sequoia) 1.7%, Harris Associates (Oakmark) 1.5% and 2 more |
| Willis Towers WatsonWTW | 5−1 vs Q2 | $4.7bn+38% vs Q2 | 2.8% | 7.8% | Baupost Group 7.8%, First Eagle Investment Management 2.7%, Harris Associates (Oakmark) 2.4% and 2 more |
| Booking HoldingsBKNG | 5 | $4.1bn−13% vs Q2 | 3.3% | 5.8% | Wedgewood Partners 5.8%, AKO Capital 5.0%, Giverny Capital 3.9% and 2 more |