Warren Buffett
Berkshire Hathaway
Led Berkshire Hathaway for six decades and remains the best-known name in value investing. The 13F shows Berkshire's US-listed stock positions.
13F portfolio value
Q2 2026
$299.25B
1-year growth
+16.2%
2-year growth
+6.9%
Positions
29
Top 10 share
88.5%
Quarterly turnover
1.4%
Last filed
Aug 14, 2026
Source: SEC EDGAR · Photo: USA International Trade Administration (Public domain)
Q2 2026: summary
MakklerAI- Berkshire’s 13F portfolio was $299.3B across 29 positions, up from $263.1B and 29 positions in the prior quarter.
- The top 10 holdings made up 88.5% of the portfolio; turnover fell to 1.4% from 5.8% in the prior quarter.
- Berkshire increased GOOGL shares by 45.2% and GOOG by 658.3%; their portfolio weights were 9.4% and 3.2%, respectively.
- BAC shares fell 5.9% to a 9.2% portfolio weight, while STZ was fully exited.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 1
Est. buy price PRO
DHINewD.R. Horton, Inc.<0.1%
0.00 pt impact
$149.24
-9.2% since
Added to 7
Est. buy price PRO
GOOGL+45.2%Alphabet Inc. Class A9.4%
2.93 pt impact
$359.96
-1.7% since
GOOG+658%Alphabet Inc. Class C3.2%
2.79 pt impact
DAL+44.0%Delta Air Lines, Inc.1.8%
0.55 pt impact
LEN+29.8%Lennar Corporation Class A0.4%
0.09 pt impact
M+142%Macy's, Inc.<0.1%
0.03 pt impact
NYT+3.7%New York Times Company Class A0.4%
0.01 pt impact
LEN-B+25.4%Lennar Corporation Class B<0.1%
0.00 pt impact
Trimmed 6
Est. sell price PRO
BAC-5.9%Bank of America Corp9.2%
-0.58 pt impact
$53.18
+1.5% since
COF-58.0%Capital One Financial Corp0.2%
-0.28 pt impact
KR-22.0%Kroger Co.0.7%
-0.20 pt impact
NUE-52.5%Nucor Corporation0.1%
-0.15 pt impact
DVA-4.1%DaVita Inc.2.1%
-0.09 pt impact
ALLY-6.9%Ally Financial Inc0.4%
-0.03 pt impact
Sold out 1
Est. sell price PRO
STZSoldConstellation Brands, Inc. Class A<0.1%
-0.04 pt impact
$148.65
-14.5% since
MakklerAI
Ask MakklerAI about Warren Buffett's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.