Berkshire Hathaway Inc — 13F holdings

Summary

Reported value: $299.25B
Positions: 29
Top 5 weight: 68.7%
Effective positions: 8.6
Options share: 0.0%

Filer and filing details

Filer of record: BERKSHIRE HATHAWAY INCFormerly: NBH INC
CIK: 1067983OMAHA, NE
Period analysed: Q2 2026 · Quarter ended ⁨Jun 30, 2026⁩Filed with the SEC on ⁨Aug 14, 2026⁩
Last successful SEC check: Nov 13, 2026, 04:51 UTCHoldings period: Q2 2026 · Stored data synced: Oct 28, 2026, 02:42 UTC
Official source: Filing on SEC EDGARAll 13F filings on EDGAR
Signatory: Marc D. Hamburg, Senior Vice President⁨14⁩ other included managers

Key changes

Q1 2026 → Q2 2026

New 1Increased 7Reduced 6Exited 1

Key findings from the filings

The 5 largest positions make up ⁨68.7%⁩ of reported value in ⁨Q2 2026⁩⁨, compared with ⁨67.1%⁩ in ⁨Q1 2026⁩⁩. The largest is ⁨APPLE INC⁩ at ⁨22.0%⁩.
⁨Technology⁩ rose from ⁨29.2%⁩ to ⁨35.4%⁩ of reported value between ⁨Q1 2026⁩ and ⁨Q2 2026⁩. ⁨Energy⁩ fell from ⁨13.2%⁩ to ⁨9.0%⁩ of reported value over the same quarters.Weights move with prices as well as with share counts.
Largest documented increase: ⁨ALPHABET INC⁩ ⁨(GOOGL) ⁩— ⁨+24,541,369⁩ shares (⁨+45.2%⁩), about ⁨$8.77B⁩ at the period-end value per share.
Largest documented reduction: ⁨BANK OF AMER CORP⁩ ⁨(BAC) ⁩— ⁨−30,230,150⁩ shares (⁨−5.9%⁩), about ⁨$1.72B⁩ at the period-end value per share.
⁨1⁩ new positions worth ⁨$580.5K⁩ in ⁨Q2 2026⁩, and ⁨1⁩ positions fully exited (worth ⁨$94.93M⁩ in ⁨Q1 2026⁩).
Reported value changed by ⁨+$36.16B⁩ from ⁨Q1 2026⁩ to ⁨Q2 2026⁩: ⁨+$21.07B⁩ from price moves on shares held in both quarters, ⁨+$15.18B⁩ from changes in share counts, ⁨+$580.5K⁩ from new positions and ⁨−$94.93M⁩ from exits.A change in reported value is not an investment return: most of it can come from price moves.

Each finding is computed from the filed numbers shown on this page.

Largest documented changes

Security	Status	Share change	Weight
GOOGLALPHABET INC	Increased	+24,541,369 (+45.2%)	5.9% → 9.4%
GOOGALPHABET INC	Increased	+23,603,218 (+658.3%)	0.4% → 3.2%
BACBANK OF AMER CORP	Reduced	−30,230,150 (−5.9%)	9.5% → 9.2%
DALDELTA AIR LINES INC	Increased	+17,510,544 (+44.0%)	1.0% → 1.8%
COFCAPITAL ONE FINL CORP	Reduced	−4,150,000 (−58.0%)	0.5% → 0.2%
KRKROGER CO	Reduced	−11,000,000 (−22.0%)	1.4% → 0.7%
NUENUCOR CORP	Reduced	−2,049,323 (−52.5%)	0.3% → 0.1%
LENLENNAR CORP	Increased	+3,012,099 (+29.8%)	0.3% → 0.4%
DVADAVITA INC	Reduced	−1,220,376 (−4.1%)	1.8% → 2.1%
MMACYS INC	Increased	+4,309,071 (+141.8%)	0.0% → 0.1%

Changes compare filed share counts at two quarter ends. They are not trades made on a particular day, and a filing does not reveal purchase prices.

Holdings in ⁨Q2 2026⁩

Search security, ticker or CUSIP

Change

	Ticker					Status
APPLE INCCOM · 037833100	AAPL	227,917,808	$65.95B	22.04%	—	Unchanged
AMERICAN EXPRESS COCOM · 025816109	AXP	151,610,700	$51.28B	17.14%	—	Unchanged
COCA COLA COCOM · 191216100	KO	400,000,000	$32.51B	10.86%	—	Unchanged
ALPHABET INCCAP STK CL A · 02079K305	GOOGL	78,791,167	$28.16B	9.41%	+24,541,369 (+45.2%)	Increased
BANK OF AMER CORPCOM · 060505104	BAC	483,394,015	$27.54B	9.20%	−30,230,150 (−5.9%)	Reduced
CHEVRON CORPORATIONCOM · 166764100	CVX	84,375,856	$13.99B	4.67%	—	Unchanged
OCCIDENTAL PETE CORPCOM · 674599105	OXY	264,941,431	$12.87B	4.30%	—	Unchanged
CHUBB LIMITEDCOM · H1467J104	CB	34,249,183	$11.67B	3.90%	—	Unchanged
MOODYS CORPCOM · 615369105	MCO	24,669,778	$11.17B	3.73%	—	Unchanged
ALPHABET INCCAP STK CL C · 02079K107	GOOG	27,188,433	$9.61B	3.21%	+23,603,218 (+658.3%)	Increased
KRAFT HEINZ COCOM · 500754106	KHC	325,634,818	$7.69B	2.57%	—	Unchanged
DAVITA INCCOM · 23918K108	DVA	28,880,209	$6.43B	2.15%	−1,220,376 (−4.1%)	Reduced
DELTA AIR LINES INCCOM NEW · 247361702	DAL	57,320,000	$5.37B	1.79%	+17,510,544 (+44.0%)	Increased
SIRIUSXM HOLDINGS INCCOMMON STOCK · 829933100	SIRI	124,807,117	$3.69B	1.23%	—	Unchanged
VERISIGN INCCOM · 92343E102	VRSN	8,989,880	$2.26B	0.76%	—	Unchanged
KROGER COCOM · 501044101	KR	39,000,000	$2.17B	0.72%	−11,000,000 (−22.0%)	Reduced
ALLY FINL INCCOM · 02005N100	ALLY	27,000,000	$1.24B	0.41%	−2,000,000 (−6.9%)	Reduced
LENNAR CORPCL A · 526057104	LEN	13,111,741	$1.19B	0.40%	+3,012,099 (+29.8%)	Increased
LIBERTY LIVE HOLDINGS INCCOM SHS SER C · 530909308	LLYVK	10,587,143	$1.12B	0.37%	—	Unchanged
NEW YORK TIMES CO MTN BECL A · 650111107	NYT	15,700,000	$1.1B	0.37%	+553,465 (+3.7%)	Increased
CAPITAL ONE FINL CORPCOM · 14040H105	COF	3,000,000	$601.86M	0.20%	−4,150,000 (−58.0%)	Reduced
LIBERTY LIVE HOLDINGS INCCOM SER A · 530909100	LLYVA	4,986,588	$504.94M	0.17%	—	Unchanged
LOUISIANA PAC CORPCOM · 546347105	LPX	5,664,793	$445.59M	0.15%	—	Unchanged
NUCOR CORPCOM · 670346105	NUE	1,857,752	$413.81M	0.14%	−2,049,323 (−52.5%)	Reduced
MACYS INCCOM · 55616P104	M	7,347,426	$173.03M	0.06%	+4,309,071 (+141.8%)	Increased
NVR INCCOM · 62944T105	NVR	11,112	$75.71M	0.03%	—	Unchanged
LENNAR CORPCL B · 526057302	LEN/B	298,117	$26.45M	0.01%	+60,414 (+25.4%)	Increased
JEFFERIES FINANCIAL GROUP INCOM · 47233W109	JEF	433,558	$21.67M	0.01%	—	Unchanged
D R HORTON INCCOM · 23331A109	DHI	3,564	$580.5K	0.00%	+3,564	New position
CONSTELLATION BRANDS INCCL A · 21036P108	STZ	0	$0	0.00%	−632,890	Exited

Showing ⁨30⁩ of ⁨30⁩

Sectors & concentration

Sector mix in ⁨Q2 2026⁩

Technology35.4% (+6.3 pp)

Financials30.9% (−1.3 pp)

Consumer staples14.2% (−1.6 pp)

Energy9.0% (−4.2 pp)

Industrials5.9% (+0.5 pp)

Health care2.1% (+0.4 pp)

Communication1.6% (+0.0 pp)

Consumer discretionary0.6% (+0.0 pp)

Materials0.3% (−0.1 pp)

Q2 2026 Q1 2026

Sectors come from each issuer’s SEC industry code (SIC), grouped broadly. This is not a commercial index classification.

Concentration

Concentration	Q2 2026	Q1 2026
Largest position	22.0%	22.0%
Top 5 weight	68.7%	67.1%
Top 10 weight	88.5%	90.7%
Effective positions	8.6	8.4
Options share	0.0%	0.0%

History

Reported value and positions by period

$257.5BQ2 202541 Positions

$267.3BQ3 202541 Positions

$274.2BQ4 202542 Positions

$263.1BQ1 202629 Positions

$299.3BQ2 202629 Positions

Only periods stored for this page are shown (⁨5⁩). Older filings are on SEC EDGAR. A change in reported value is not an investment return: most of it can come from price moves.

Largest holdings across periods (shares)

Security	Q2 2025	Q3 2025	Q4 2025	Q1 2026	Q2 2026
AAPLAPPLE INC	280,000,00022.3%	238,212,76422.7%	227,917,80822.6%	227,917,80822.0%	227,917,80822.0%
AXPAMERICAN EXPRESS CO	151,610,70018.8%	151,610,70018.8%	151,610,70020.5%	151,610,70017.4%	151,610,70017.1%
KOCOCA COLA CO	400,000,00011.0%	400,000,0009.9%	400,000,00010.2%	400,000,00011.6%	400,000,00010.9%
GOOGLALPHABET INC	not held	17,846,1421.6%	17,846,1422.0%	54,249,7985.9%	78,791,1679.4%
BACBANK OF AMER CORP	605,267,37511.1%	568,070,01211.0%	517,295,93410.4%	513,624,1659.5%	483,394,0159.2%
CVXCHEVRON CORPORATION	122,064,7926.8%	122,064,7927.1%	130,156,3627.2%	84,375,8566.6%	84,375,8564.7%
OXYOCCIDENTAL PETE CORP	264,941,4314.3%	264,941,4314.7%	264,941,4314.0%	264,941,4316.5%	264,941,4314.3%
CBCHUBB LIMITED	27,033,7843.0%	31,332,8953.3%	34,249,1833.9%	34,249,1834.2%	34,249,1833.9%
MCOMOODYS CORP	24,669,7784.8%	24,669,7784.4%	24,669,7784.6%	24,669,7784.1%	24,669,7783.7%
GOOGALPHABET INC	not held	not held	not held	3,585,2150.4%	27,188,4333.2%
KHCKRAFT HEINZ CO	325,634,8183.3%	325,634,8183.2%	325,634,8182.9%	325,634,8182.8%	325,634,8182.6%
DVADAVITA INC	33,796,5411.9%	32,160,5791.6%	31,759,0651.3%	30,100,5851.8%	28,880,2092.1%
DALDELTA AIR LINES INC	not held	not held	not held	39,809,4561.0%	57,320,0001.8%
SIRISIRIUSXM HOLDINGS INC	119,776,6921.1%	124,807,1171.1%	124,807,1170.9%	124,807,1171.1%	124,807,1171.2%
VRSNVERISIGN INC	13,289,8801.5%	8,989,8800.9%	8,989,8800.8%	8,989,8800.8%	8,989,8800.8%

Sources & method

Filings used

Q2 2026Original report: 0001193125-26-352200 · Aug 14, 2026⁨89⁩ rows as filed → ⁨29⁩ positions after combining managers
Q1 2026Original report: 0001193125-26-226661 · May 15, 2026⁨90⁩ rows as filed → ⁨29⁩ positions after combining managers
Q4 2025Original report: 0001193125-26-054580 · Feb 17, 2026⁨110⁩ rows as filed → ⁨42⁩ positions after combining managers
Q3 2025Original report: 0001193125-25-282901 · Nov 14, 2025⁨115⁩ rows as filed → ⁨41⁩ positions after combining managers
Q2 2025Original report: 0000950123-25-008343 · Aug 14, 2025⁨114⁩ rows as filed → ⁨41⁩ positions after combining managers

Data checks

Totals and row counts match what the filer declared.

How these numbers are calculated

Source: the information tables of Form 13F-HR and 13F-HR/A filed by this filer on SEC EDGAR.
Amendments: a restatement replaces the original table; a new-holdings amendment adds rows. Nothing is counted twice.
Rows for the same security (CUSIP, share type and option side) are added together across managers and discretion types.
Values are US dollars as reported at the quarter end. Weights are each line’s share of the period’s total reported value; options count at the value the filer reported.
A change is classified by share count. A stock split adjusts the comparison only when the issuer recorded it in its own SEC filing (XBRL split ratio). A split suggested only by the 13F data, or a CUSIP change matched by ticker or name, is shown as an unverified change, never as a purchase or sale. For positions held in both quarters, the value change is split into a price effect and a share-count effect using the period-end value per share implied by the filing.
When a security’s CUSIP changes but the ticker or issuer stays the same, the two lines are shown as one holding with an unverified change.
If a filing’s value per share is about 1/1000 of what other covered filers reported for the same securities, the page flags that the filer may have reported thousands of dollars. This is an inference, not a confirmation, and values are never changed because of it.
Tickers are matched from CUSIPs through the open FIGI identifier standard; sectors come from issuers’ SEC industry codes. Unmatched lines stay unclassified.
No price information from before a filing’s publication date is used, and nothing here is a return, a forecast or a recommendation.