Berkshire Hathaway 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Berkshire Hathaway disclosed 29 US equity positions worth $124.2bn in its Q1 2026 13F filing. The largest position was AAPL at 46.1% of the reported book, followed by OXY and CB. Against the Q4 2025 filing, it opened 3 new positions, added to 4 and reduced 6 among the top 29 holdings.
What did Berkshire Hathaway own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | Technology | 46.1% | $57.2bn | 227,917,808 | 0% | held |
| 2 | OXY OCCIDENTAL PETE CORP | Energy | 13.9% | $17.2bn | 264,941,431 | 0% | held |
| 3 | CB CHUBB LTD SWITZ | Financial Services | 9.0% | $11.2bn | 34,249,183 | 0% | held |
| 4 | KHC KRAFT HEINZ CO | Consumer Defensive | 5.9% | $7.3bn | 325,634,818 | 0% | held |
| 5 | KR KROGER CO | Consumer Defensive | 4.7% | $5.8bn | 50,000,000 | 0% | held |
| 6 | DVA DAVITA INC | Healthcare | 3.7% | $4.6bn | 30,100,585 | -5% | reduced |
| 7 | CVX CHEVRON CORPORATION | Energy | 2.3% | $2.9bn | 84,375,856 | -35% | reduced |
| 8 | KO COCA COLA CO | Consumer Defensive | 2.2% | $2.8bn | 400,000,000 | 0% | held |
| 9 | ALLY ALLY FINL INC | Financial Services | 2.2% | $2.7bn | 29,000,000 | 0% | held |
| 10 | DAL DELTA AIR LINES INC | Industrials | 2.1% | $2.6bn | 39,809,456 | – | new |
| 11 | BAC BANK AMERICA CORP | Financial Services | 1.5% | $1.8bn | 513,624,165 | -1% | reduced |
| 12 | COF CAPITAL ONE FINL CORP | Financial Services | 0.9% | $1.1bn | 7,150,000 | 0% | held |
| 13 | AXP AMERICAN EXPRESS CO | Financial Services | 0.8% | $1.0bn | 151,610,700 | 0% | held |
| 14 | GOOG ALPHABET INC | Communication Services | 0.8% | $1.0bn | 3,585,215 | – | new |
| 15 | LIBERTY LIVE HOLDINGS INC | 0.8% | $997.7m | 10,587,143 | -3% | reduced | |
| 16 | LEN LENNAR CORP | Consumer Cyclical | 0.7% | $877.1m | 10,099,642 | 43% | added |
| 17 | SIRI SIRIUSXM HOLDINGS INC | 0.6% | $737.9m | 124,807,117 | 0% | held | |
| 18 | NUE NUCOR CORP | Basic Materials | 0.5% | $660.7m | 3,907,075 | -39% | reduced |
| 19 | VRSN VERISIGN INC | Technology | 0.4% | $483.3m | 8,989,880 | 0% | held |
| 20 | LIBERTY LIVE HOLDINGS INC | 0.2% | $299.5m | 4,986,588 | 0% | held | |
| 21 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 0.2% | $234.4m | 15,146,535 | 199% | added |
| 22 | LPX LOUISIANA PAC CORP | Industrials | 0.2% | $192.0m | 5,664,793 | 0% | held |
| 23 | STZ CONSTELLATION BRANDS INC | Consumer Defensive | 0.1% | $94.9m | 632,890 | -95% | reduced |
| 24 | MCO MOODYS CORP | Financial Services | 0.1% | $94.4m | 24,669,778 | 0% | held |
| 25 | NVR NVR INC | Consumer Cyclical | 0.1% | $73.2m | 11,112 | 0% | held |
| 26 | M MACYS INC | Consumer Cyclical | 0.0% | $49.8m | 3,038,355 | – | new |
| 27 | LEN/B LENNAR CORP | 0.0% | $20.0m | 237,703 | 31% | added | |
| 28 | GOOGL ALPHABET INC | Communication Services | 0.0% | $19.2m | 54,249,798 | 204% | added |
| 29 | JEF JEFFERIES FINANCIAL GROUP IN | Financial Services | 0.0% | $17.9m | 433,558 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.