This page follows Berkshire Hathaway Inc’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new data becomes available. It’s built to track how the company’s reported U.S. equity holdings shift over time, offering a running record for anyone researching Berkshire Hathaway’s current holdings rather than a one-time snapshot.
Form 13F filings report a quarterly snapshot of holdings, not the exact date of any trade, so all changes below are described as occurring during the quarter ending 2026-06-30.
Positions Increased This Quarter
Berkshire Hathaway Inc added to several existing positions during the quarter ending 2026-06-30. The largest percentage increase came in Alphabet Inc (GOOGL), where the position grew 834%, from $1,028,454,775 to $9,606,489,032. Delta Air Lines Inc (DAL) rose 103%, from $2,646,532,635 to $5,368,591,200, and DaVita Inc (DVA) increased 45%, from $2,301,293,814 to $3,331,328,308. SiriusXM Holdings Inc grew 28%, from $368,931,261 to $472,193,651. Ally Finl Inc rose 16%, from $498,992,850 to $577,211,815, while Bank of Amer Corp increased 17%, from $191,100,000 to $223,361,600. American Express Co (AXP) grew 12%, from $347,834,456 to $388,967,882, and Apple Inc (AAPL) rose 14%, from $175,622,680 to $200,237,120. Kraft Heinz Co (KHC) added 5%, from $7,323,527,057 to $7,691,494,401. Liberty Live Holdings Inc (LLYVA) appears twice in the filing this quarter, with one position increasing 12% (from $327,469,956 to $367,590,332) and a separate position increasing 10% (from $92,712,005 to $102,444,539).
Positions Reduced or Exited This Quarter
On the other side of the ledger, Berkshire Hathaway Inc trimmed a number of holdings. Lennar Corp (LEN) saw the steepest cut, down 92%, from $877,052,911 to $67,450,522. Kroger Co (KR) fell 73%, from $1,165,509,032 to $311,361,708, and Macys Inc dropped 58%, from $24,895,928 to $10,451,466. Capital One Finl Corp declined 35%, from $353,770,628 to $228,328,029, while Nucor Corp (NUE) fell 37%, from $660,686,383 to $413,814,258. Occidental Pete Corp, still one of the larger positions in the portfolio, was reduced 25%, from $17,221,193,015 to $12,868,205,304. Chevron Corporation (CVX) fell 20%, from $714,685,980 to $572,577,806, and New York Times Co Mtn Be was cut 16%, from $117,222,000 to $97,972,000. Constellation Brands Inc (STZ) was exited entirely, closing out a position previously worth $94,933,500.
Check back each quarter as this profile is updated with Berkshire Hathaway’s latest reported 13F activity, building a longer-term view of how the portfolio evolves over time.
Related ticker coverage
- GOOGL — all coverage →
- AXP — all coverage →
- DVA — all coverage →
- DAL — all coverage →
- KHC — all coverage →
- LLYVA — all coverage →
- STZ — all coverage →
- AAPL — all coverage →
- CVX — all coverage →
- KR — all coverage →
- LEN — all coverage →
- NUE — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.