Berkshire Hathaway Inc holds a concentrated book of 29 stocks worth $263.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Delta Air Lines Inc and trimmed Bank Of America Corp. Their largest long position is Apple Inc at 22% of the equity book. Cloning the disclosed picks since 2013 would be +215% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +243.3%, a 28.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Berkshire Hathaway Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Berkshire Hathaway Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 45 / 29 | $930.4B |
| STATE STREET CORP | 45 / 29 | $594.1B |
| FMR LLC | 45 / 29 | $322.1B |
| MORGAN STANLEY | 45 / 29 | $218.0B |
| JPMORGAN CHASE & CO | 45 / 29 | $200.1B |
| NORTHERN TRUST CORP | 45 / 29 | $126.3B |
| BANK OF AMERICA CORP /DE/ | 45 / 29 | $109.1B |
| GOLDMAN SACHS GROUP INC | 45 / 29 | $94.9B |
Ranked by how many of Berkshire Hathaway Inc's top 29 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $57.8B | 227.92M | 22.0% | —Held | |
| 2 | American Express Co COM | $45.9B | 151.61M | 17.4% | —Held | |
| 3 | Coca Cola Co COM | $30.4B | 400.00M | 11.6% | —Held | |
| 4 | Bank America Corp COM | $25.0B | 513.62M | 9.5% | ▼−0.7% Reduced · −3.7M sh | |
| 5 | Chevron Corporation COM | $17.5B | 84.38M | 6.6% | ▼−35% Reduced · −45.8M sh | |
| 6 | Occidental Pete Corp COM | $17.2B | 264.94M | 6.5% | —Held | |
| 7 | Alphabet Inc CAP STK CL A | $15.6B | 54.25M | 5.9% | ▲+204% Added · +36.4M sh | |
| 8 | Chubb Ltd Switz COM | $11.2B | 34.25M | 4.2% | —Held | |
| 9 | Moodys Corp COM | $10.8B | 24.67M | 4.1% | —Held | |
| 10 | Kraft Heinz Co COM | $7.3B | 325.63M | 2.8% | —Held | |
| 11 | Davita Inc COM | $4.6B | 30.10M | 1.8% | ▼−5.2% Reduced · −1.7M sh | |
| 12 | Kroger Co COM | $3.6B | 50.00M | 1.4% | —Held | |
| 13 | Siriusxm Holdings Inc COMMON STOCK | $2.9B | 124.81M | 1.1% | —Held | |
| 14 | Delta Air Lines Inc COM NEW | $2.6B | 39.81M | 1.0% | ▲New New position | |
| 15 | Verisign Inc COM | $2.2B | 8.99M | 0.8% | —Held | |
| 16 | Capital One Finl Corp COM | $1.3B | 7.15M | 0.5% | —Held | |
| 17 | New York Times Co MTN Be CL A | $1.3B | 15.15M | 0.5% | ▲+199% Added · +10.1M sh | |
| 18 | Ally Finl Inc COM | $1.1B | 29.00M | 0.4% | —Held | |
| 19 | Alphabet Inc CAP STK CL C | $1.0B | 3.59M | 0.4% | ▲New New position | |
| 20 | Liberty Live Holdings Inc COM SHS SER C | $996.4M | 10.59M | 0.4% | ▼−3.0% Reduced · −331K sh | |
| 21 | Lennar Corp CL A | $877.1M | 10.10M | 0.3% | ▲+43% Added · +3.0M sh | |
| 22 | Nucor Corp COM | $660.7M | 3.91M | 0.3% | ▼−39% Reduced · −2.5M sh | |
| 23 | Liberty Live Holdings Inc COM SER A | $457.0M | 4.99M | 0.2% | —Held | |
| 24 | Louisiana Pac Corp COM | $412.1M | 5.66M | 0.2% | —Held | |
| 25 | Constellation Brands Inc CL A | $94.9M | 632.9K | 0.0% | ▼−95% Reduced · −12.4M sh | |
| 26 | NVR Inc COM | $73.2M | 11.1K | 0.0% | —Held | |
| 27 | Macys Inc COM | $55.0M | 3.04M | 0.0% | ▲New New position | |
| 28 | Lennar Corp CL B | $20.0M | 237.7K | 0.0% | ▲+31% Added · +57K sh | |
| 29 | Jefferies Financial Group In COM | $17.9M | 433.6K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1067983/holdings"
Use Arkolith to show BERKSHIRE HATHAWAY INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 90 | $263.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 110 | $274.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 115 | $267.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 114 | $257.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 14, 2025 | 113 | $259.8B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 112 | $267.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 121 | $266.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 129 | $280.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 133 | $331.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | May 15, 2024 | 139 | $351.9B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | May 15, 2024 | 153 | $315.0B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 157 | $348.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 165 | $325.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 172 | $299.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 179 | $296.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 181 | $300.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 176 | $363.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 129 | $331.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 130 | $293.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 130 | $293.0B | 13F-HR |
Chairman and CEO of Berkshire Hathaway. The Oracle of Omaha.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.