Research · Form 13F
Berkshire Hathaway Inc 13F holdings, Q2 2026
What Berkshire Hathaway Inc listed in its quarterly Form 13F-HR filing with the SEC: the US-listed securities it held at the end of the quarter, with values as reported in the filing. Managers file up to 45 days after the quarter ends.
- Quarter ended
- Positions
- 29
- Reported value
- $299.3B
- Option lines
- 0
- Loaded from SEC EDGAR
- SEC filing
- 0001193125-26-352200
- SEC CIK
- 0001067983
In its Form 13F-HR for the quarter ended 2026-06-30, Berkshire Hathaway Inc reported 29 positions with a reported value of $299.3 billion.
Kresmion reads each manager's Form 13F-HR information table from SEC EDGAR, keeps option lines (puts and calls) apart, sums the reported values of the other lines, computes each position's share of that sum, and compares share counts with the manager's previous filed quarter to label each position new, added, reduced or exited.
Largest positions, Q2 2026
All 29 positions, by reported value. Values as reported in the 13F filing for the quarter ended 2026-06-30, not current prices. The share of reported value is each position's value over the $299.3B sum of the positions; option lines are not in that sum.
| # | Security | Shares | Reported value | Share of reported value | Since Q1 2026 |
|---|---|---|---|---|---|
| 1 | Apple IncAAPL · CUSIP 037833100 | 227,917,808 | $66.0B | 22.04% | Unchanged |
| 2 | American Express CoAXP · CUSIP 025816109 | 151,610,700 | $51.3B | 17.14% | Unchanged |
| 3 | Coca Cola CoKO · CUSIP 191216100 | 400,000,000 | $32.5B | 10.86% | Unchanged |
| 4 | Alphabet IncGOOGL · CUSIP 02079K305 | 78,791,167 | $28.2B | 9.41% | Added +45.2% |
| 5 | Bank of Amer CorpBAC · CUSIP 060505104 | 483,394,015 | $27.5B | 9.20% | Reduced -5.9% |
| 6 | Chevron CorporationCVX · CUSIP 166764100 | 84,375,856 | $14.0B | 4.67% | Unchanged |
| 7 | Occidental Pete CorpOXY · CUSIP 674599105 | 264,941,431 | $12.9B | 4.30% | Unchanged |
| 8 | Chubb LimitedCB · CUSIP H1467J104 | 34,249,183 | $11.7B | 3.90% | Unchanged |
| 9 | Moodys CorpMCO · CUSIP 615369105 | 24,669,778 | $11.2B | 3.73% | Unchanged |
| 10 | Alphabet IncGOOG · CUSIP 02079K107 | 27,188,433 | $9.6B | 3.21% | Added +658.3% |
| 11 | Kraft Heinz CoKHC · CUSIP 500754106 | 325,634,818 | $7.7B | 2.57% | Unchanged |
| 12 | Davita IncDVA · CUSIP 23918K108 | 28,880,209 | $6.4B | 2.15% | Reduced -4.1% |
| 13 | Delta Air Lines IncDAL · CUSIP 247361702 | 57,320,000 | $5.4B | 1.79% | Added +44.0% |
| 14 | Siriusxm Holdings IncSIRI · CUSIP 829933100 | 124,807,117 | $3.7B | 1.23% | Unchanged |
| 15 | Verisign IncVRSN · CUSIP 92343E102 | 8,989,880 | $2.3B | 0.76% | Unchanged |
| 16 | Kroger CoKR · CUSIP 501044101 | 39,000,000 | $2.2B | 0.72% | Reduced -22.0% |
| 17 | Ally Finl IncALLY · CUSIP 02005N100 | 27,000,000 | $1.2B | 0.41% | Reduced -6.9% |
| 18 | Lennar CorpLEN · CUSIP 526057104 | 13,111,741 | $1.2B | 0.40% | Added +29.8% |
| 19 | Liberty Live Holdings IncLLYVK · CUSIP 530909308 | 10,587,143 | $1.1B | 0.37% | Unchanged |
| 20 | New York Times Co MTN BeNYT · CUSIP 650111107 | 15,700,000 | $1.1B | 0.37% | Added +3.7% |
| 21 | Capital One Finl CorpCOF · CUSIP 14040H105 | 3,000,000 | $601.9M | 0.20% | Reduced -58.0% |
| 22 | Liberty Live Holdings IncLLYVA · CUSIP 530909100 | 4,986,588 | $504.9M | 0.17% | Unchanged |
| 23 | Louisiana Pac CorpLPX · CUSIP 546347105 | 5,664,793 | $445.6M | 0.15% | Unchanged |
| 24 | Nucor CorpNUE · CUSIP 670346105 | 1,857,752 | $413.8M | 0.14% | Reduced -52.5% |
| 25 | Macys IncM · CUSIP 55616P104 | 7,347,426 | $173.0M | 0.06% | Added +141.8% |
| 26 | NVR IncNVR · CUSIP 62944T105 | 11,112 | $75.7M | 0.03% | Unchanged |
| 27 | Lennar CorpLEN-B · CUSIP 526057302 | 298,117 | $26.4M | 0.01% | Added +25.4% |
| 28 | Jefferies Financial Group inJEF · CUSIP 47233W109 | 433,558 | $21.7M | 0.01% | Unchanged |
| 29 | D R Horton IncDHI · CUSIP 23331A109 | 3,564 | $580.5K | 0.00% | New |
Changes since Q1 2026
- New 1
- Added 7
- Reduced 6
- Exited 1
- Unchanged 15
New positions 1
| Security | Shares Q2 2026 | Reported value Q2 2026 |
|---|---|---|
| D R Horton IncDHI · CUSIP 23331A109 | 3,564 | $580.5K |
Added (more shares) 7
| Security | Shares Q1 2026 | Shares Q2 2026 | Change | Reported value Q2 2026 |
|---|---|---|---|---|
| Alphabet IncGOOGL · CUSIP 02079K305 | 54,249,798 | 78,791,167 | +45.2% | $28.2B |
| Alphabet IncGOOG · CUSIP 02079K107 | 3,585,215 | 27,188,433 | +658.3% | $9.6B |
| Delta Air Lines IncDAL · CUSIP 247361702 | 39,809,456 | 57,320,000 | +44.0% | $5.4B |
| Lennar CorpLEN · CUSIP 526057104 | 10,099,642 | 13,111,741 | +29.8% | $1.2B |
| New York Times Co MTN BeNYT · CUSIP 650111107 | 15,146,535 | 15,700,000 | +3.7% | $1.1B |
| Macys IncM · CUSIP 55616P104 | 3,038,355 | 7,347,426 | +141.8% | $173.0M |
| Lennar CorpLEN-B · CUSIP 526057302 | 237,703 | 298,117 | +25.4% | $26.4M |
Reduced (fewer shares) 6
| Security | Shares Q1 2026 | Shares Q2 2026 | Change | Reported value Q2 2026 |
|---|---|---|---|---|
| Bank of Amer CorpBAC · CUSIP 060505104 | 513,624,165 | 483,394,015 | -5.9% | $27.5B |
| Davita IncDVA · CUSIP 23918K108 | 30,100,585 | 28,880,209 | -4.1% | $6.4B |
| Kroger CoKR · CUSIP 501044101 | 50,000,000 | 39,000,000 | -22.0% | $2.2B |
| Capital One Finl CorpCOF · CUSIP 14040H105 | 7,150,000 | 3,000,000 | -58.0% | $601.9M |
| Ally Finl IncALLY · CUSIP 02005N100 | 29,000,000 | 27,000,000 | -6.9% | $1.2B |
| Nucor CorpNUE · CUSIP 670346105 | 3,907,075 | 1,857,752 | -52.5% | $413.8M |
Exited 1
| Security | Shares Q1 2026 | Reported value Q1 2026 |
|---|---|---|
| Constellation Brands IncSTZ · CUSIP 21036P108 | 632,890 | $94.9M |
Counted by share count on each line, between the filings for Q1 2026 and Q2 2026. New and added lists are ordered by the Q2 2026 reported value, reduced and exited by the Q1 2026 value; each list shows at most 25. Option lines are counted separately below.
Option lines (puts and calls), Q2 2026
This filing lists no option lines.
Quarters on file
Every quarter of Berkshire Hathaway Inc's 13F filings Kresmion has stored, with the EDGAR accession of each document. The filing date is on each EDGAR filing page.
| Quarter | Quarter end | Positions | Reported value | Option lines | First stored by Kresmion | SEC filing |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $299.3B | 0 | 0001193125-26-352200 | ||
| Q1 2026 | 29 | $263.1B | 0 | 0001193125-26-226661 | ||
| Q4 2025 | 42 | $274.2B | 0 | 0001193125-26-054580 | ||
| Q3 2025 | 41 | $267.3B | 0 | 0001193125-25-282901 |
Method and limitations
- Source: the Form 13F-HR information table on SEC EDGAR. A 13F lists the securities on the SEC's 13(f) list (mainly stocks and other equity securities listed in the US, plus some options, warrants and convertible notes) held at quarter end; it does not show short positions, cash or holdings outside that list.
- Values are the values reported in the filing for the quarter end date. Kresmion reads no market price on this page.
- Option lines (puts and calls) are kept apart. Their reported value is the value of the underlying shares, so it is never added to the positions.
- Changes compare share counts on each line (same CUSIP) between the latest filing and the previous quarter filed. A new CUSIP for the same company (a merger or a change of share class) reads as one exit and one new position. A note reported by principal amount is listed but not compared.
- Stock splits: when a corroborated split of the security has an ex date between the two period ends, the previous share count is put on the new basis before the comparison (multiplied by 5 for a 5-for-1 split, divided by 10 for a 1-for-10 reverse split; the reported value stays as filed), and the line says so, for example "split-adjusted 5:1, ex 2026-05-08". Corroborated means Kresmion's split record holds it with a second witness agreeing on the ratio (a filed share count or the market value). If that record cannot be read, a line held on both filings is not compared.
- Tickers: a 13F lists CUSIPs, not tickers. A ticker is shown, linked and used for the split adjustment only on the CUSIP most managers we follow hold under it in the quarter; another share class, a tracking stock or a unit of the same issuer shows its issuer name and CUSIP only.
- When a manager files a later document for the same quarter (an amendment), Kresmion merges it into that quarter; the accessions are listed under Quarters on file.
- The 13F lists positions only; it does not say why a position changed, or what the manager holds today.
All the managers we follow · How to read a 13F filing · Company research
Cite this data
Kresmion reads each manager's Form 13F-HR information table from SEC EDGAR, keeps option lines (puts and calls) apart, sums the reported values of the other lines, computes each position's share of that sum, and compares share counts with the manager's previous filed quarter to label each position new, added, reduced or exited.
Upstream: SEC EDGAR filing 0001193125-26-352200, Berkshire Hathaway Inc 13F filings on SEC EDGAR
Kresmion, "Berkshire Hathaway Inc 13F holdings, Q2 2026", data as of 2026-08-16, https://kresmion.com/research/funds/berkshire-hathaway. Upstream data: SEC EDGAR filing 0001193125-26-352200; Berkshire Hathaway Inc 13F filings on SEC EDGAR.
Link to this data (HTML):
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