BERKSHIRE HATHAWAY
28 US-listed positions worth $287.6B, as reported on Form 13F-HR for the quarter ending 30 Jun 2026.
This report is 70 days old. It is what BERKSHIRE HATHAWAY held on 30 Jun 2026, filed 14 Aug 2026 — 45 days after the quarter ended. A Form 13F is a quarterly snapshot, not a live portfolio: a manager reports the US-listed long positions it held on the last day of a quarter, and may file up to 45 days after that quarter ends. Positions can have changed since. Short positions, most non-US holdings and cash are not reported at all.
What changed since 31 Mar 2026
Comparing the 30 Jun 2026 report with the one before it. This is a reported quarterly holdings change: the position moved between two quarterly snapshots, which is not the same as a purchase or a sale on any particular day.
1 newly reported · 1 no longer reported · 7 increased · 6 decreased · 14 unchanged.
Newly reported
| Company | Value now | Share change | Shares now |
|---|---|---|---|
| DHI D. R. Horton | $580504 | +3,564 | 3,564 |
No longer reported
| Company | Value last quarter | Share change | Shares now |
|---|---|---|---|
| STZ Constellation Brands | $95M | -632,890 | — |
Increased
| Company | Value now | Share change | Shares now |
|---|---|---|---|
| GOOGL Alphabet Inc. (Class A) | $28.2B | +24,541,369 | 78,791,167 |
| GOOG Alphabet Inc. (Class C) | $9.6B | +23,603,218 | 27,188,433 |
| DAL Delta Air Lines | $5.4B | +17,510,544 | 57,320,000 |
| LEN Lennar | $1.2B | +3,012,099 | 13,111,741 |
| NYT New York Times Company | $1.1B | +553,465 | 15,700,000 |
| M Macy's, Inc. | $173M | +4,309,071 | 7,347,426 |
| LEN.B Lennar (Class B) | $26M | +60,414 | 298,117 |
Decreased
| Company | Value now | Share change | Shares now |
|---|---|---|---|
| BAC Bank of America | $27.5B | -30,230,150 | 483,394,015 |
| DVA DaVita | $6.4B | -1,220,376 | 28,880,209 |
| KR Kroger | $2.2B | -11,000,000 | 39,000,000 |
| ALLY Ally Financial | $1.2B | -2,000,000 | 27,000,000 |
| COF Capital One | $602M | -4,150,000 | 3,000,000 |
| NUE Nucor | $414M | -2,049,323 | 1,857,752 |
Reported positions
BERKSHIRE HATHAWAY reported these 28 companies across 88 separate lines on the filing — one per sub-entity or share class. Each company's lines are added together here.
| Company | Reported value | Share of portfolio | Shares |
|---|---|---|---|
| AAPL Apple Inc. | $66.0B | 22.9% | 227,917,808 |
| AXP American Express | $51.3B | 17.8% | 151,610,700 |
| KO Coca-Cola Company (The) | $32.5B | 11.3% | 400,000,000 |
| GOOGL Alphabet Inc. (Class A) | $28.2B | 9.8% | 78,791,167 |
| BAC Bank of America | $27.5B | 9.6% | 483,394,015 |
| CVX Chevron Corporation | $14.0B | 4.9% | 84,375,856 |
| OXY Occidental Petroleum | $12.9B | 4.5% | 264,941,431 |
| MCO Moody's Corporation | $11.2B | 3.9% | 24,669,778 |
| GOOG Alphabet Inc. (Class C) | $9.6B | 3.3% | 27,188,433 |
| KHC Kraft Heinz | $7.7B | 2.7% | 325,634,818 |
| DVA DaVita | $6.4B | 2.2% | 28,880,209 |
| DAL Delta Air Lines | $5.4B | 1.9% | 57,320,000 |
| SIRI SiriusXM | $3.7B | 1.3% | 124,807,117 |
| VRSN Verisign | $2.3B | 0.8% | 8,989,880 |
| KR Kroger | $2.2B | 0.8% | 39,000,000 |
| ALLY Ally Financial | $1.2B | 0.4% | 27,000,000 |
| LEN Lennar | $1.2B | 0.4% | 13,111,741 |
| LLYVK Liberty Live (Series C) | $1.1B | 0.4% | 10,587,143 |
| NYT New York Times Company | $1.1B | 0.4% | 15,700,000 |
| COF Capital One | $602M | 0.2% | 3,000,000 |
| LLYVA Liberty Live (Series A) | $505M | 0.2% | 4,986,588 |
| LPX Louisiana-Pacific | $446M | 0.2% | 5,664,793 |
| NUE Nucor | $414M | 0.1% | 1,857,752 |
| M Macy's, Inc. | $173M | 0.1% | 7,347,426 |
| NVR NVR, Inc. | $76M | <0.1% | 11,112 |
| LEN.B Lennar (Class B) | $26M | <0.1% | 298,117 |
| JEF Jefferies Financial Group | $22M | <0.1% | 433,558 |
| DHI D. R. Horton | $580504 | <0.1% | 3,564 |
Source: SEC EDGAR Form 13F-HR. Positions are grouped by the CUSIP the manager filed and shown with the company we resolve it to.
Informational only — NOT financial advice. Holdings are self-reported on SEC Form 13F-HR and are a delayed quarterly snapshot, not a record of trades. A change between two reports is a change in a reported position, not a same-day purchase or sale, and it is not a recommendation to do the same.