Warren Buffett Holdings Activity

Berkshire Hathaway Portfolio 13F

Berkshire Hathaway has disclosed a total of 18 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 8, bought 3 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).

What stocks is Warren Buffett buying now?

In the recent quarter Warren Buffett has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (UNH) UNITEDHEALTH GROUP INC (new buy), (POOL) POOL CORP (added shares +136.26%), (LEN) LENNAR CORP-A (added shares +265.24%), (CVX) CHEVRON CORP (added shares +2.91%) and (STZ) CONSTELLATION BRANDS INC-A (added shares +11.58%).

What does Warren Buffett invest in?

Warren Buffett's top 5 holdings (by % of portfolio) are (AAPL) APPLE INC (22.31%), (AXP) AMERICAN EXPRESS CO (18.78%), (BAC) BANK OF AMERICA CORP (11.12%), (KO) COCA-COLA CO/THE (10.99%) and (CVX) CHEVRON CORP (6.79%).

In the latest report(s) the following changes have been made to the top investments: (AAPL) APPLE INC (reduced shares -6.67%), (BAC) BANK OF AMERICA CORP (reduced shares -4.17%) and (CVX) CHEVRON CORP (added shares +2.91%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q3 (13 results)
RPRX
ROYALTY PHARMA PLC- CL A
buy
+13,145,902
+0.16%
$36.14
0.61% $36.36
0.16%
FND
FLOOR & DECOR HOLDINGS INC-A
buy
+816,863
+0.03%
$120.79
26.58% $88.68
0.03%
CVX
CHEVRON CORP
+24.13%
+5,579,599
+0.19%
$101.45
54.86% $157.11
0.99%
USB
US BANCORP
-1.92%
-2,471,019
-0.05%
$59.44
17.35% $49.13
2.56%
V
VISA INC-CLASS A SHARES
-4.26%
-425,000
-0.03%
$222.75
52.38% $339.43
0.73%
MA
MASTERCARD INC - A
-6.05%
-276,108
-0.03%
$347.68
66.94% $580.41
0.51%
BMY
BRISTOL-MYERS SQUIBB CO
-16.15%
-4,247,330
-0.09%
$59.17
21.92% $46.20
0.44%
CHTR
CHARTER COMMUNICATIONS INC-A
-19.43%
-1,012,835
-0.25%
$727.56
63.80% $263.40
1.04%
ABBV
ABBVIE INC
-29.86%
-6,129,373
-0.23%
$107.87
102.41% $218.34
0.53%
MMC
MARSH & MCLENNAN COS
-34.67%
-1,454,937
-0.08%
$151.43
34.01% $202.93
0.14%
OGN
ORGANON & CO
-100.00%
-1,550,481
-0.02%
$30.26
64.81% $10.65
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,876,522
-0.02%
$27.04
55.81% $11.95
0.00%
MRK
MERCK & CO INC
-100.00%
-9,157,192
-0.24%
$77.77
6.48% $82.81
0.00%
2021 Q2 (15 results)
OGN
ORGANON & CO
buy
+1,550,481
+0.02%
$30.26
64.81% $10.65
0.00%
KR
KROGER CO
+21.01%
+10,727,614
+0.14%
$38.31
78.26% $68.29
0.81%
AON
AON PLC-CLASS A
+7.32%
+299,854
+0.02%
$238.76
55.78% $371.95
0.36%
RH
RH
+2.02%
+35,519
+0.01%
$679.00
67.95% $217.62
0.42%
USB
US BANCORP
-0.62%
-798,178
-0.02%
$56.97
13.76% $49.13
2.51%
CVX
CHEVRON CORP
-2.32%
-548,351
-0.02%
$104.74
50.00% $157.11
0.83%
ABBV
ABBVIE INC
-10.23%
-2,340,317
-0.09%
$112.64
93.84% $218.34
0.79%
GM
GENERAL MOTORS CO
-10.45%
-7,000,000
-0.14%
$59.17
1.13% $58.50
1.21%
BMY
BRISTOL-MYERS SQUIBB CO
-15.27%
-4,737,961
-0.11%
$66.82
30.86% $46.20
0.60%
MMC
MARSH & MCLENNAN COS
-20.63%
-1,090,834
-0.05%
$140.68
44.25% $202.93
0.20%
MRK
MERCK & CO INC
-48.79%
-8,725,196
-0.23%
$77.77
6.48% $82.81
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-74.46%
-5,470,446
-0.05%
$27.04
55.81% $11.95
0.00%
AXTA
AXALTA COATING SYSTEMS LTD
-100.00%
-13,887,037
-0.14%
$29.58
5.38% $31.17
0.00%
LBTYA
LIBERTY GLOBAL PLC-A
-100.00%
-3,359,831
-0.03%
$25.66
53.62% $11.90
0.00%
BIIB
BIOGEN INC
-100.00%
-643,022
-0.06%
$279.75
48.22% $144.86
0.00%
2021 Q1 (18 results)
AON
AON PLC-CLASS A
buy
+4,096,146
+0.35%
$230.11
61.64% $371.95
0.35%
KR
KROGER CO
+52.26%
+17,526,279
+0.23%
$35.99
89.75% $68.29
0.68%
MMC
MARSH & MCLENNAN COS
+23.89%
+1,019,701
+0.05%
$121.80
66.61% $202.93
0.24%
VZ
VERIZON COMMUNICATIONS INC
+8.25%
+12,108,079
+0.26%
$58.15
24.39% $43.97
3.42%
RH
RH
+1.38%
+23,900
+0.01%
$596.60
63.52% $217.62
0.39%
USB
US BANCORP
-1.11%
-1,450,914
-0.03%
$55.31
11.17% $49.13
2.65%
BMY
BRISTOL-MYERS SQUIBB CO
-6.91%
-2,303,789
-0.05%
$63.13
26.82% $46.20
0.72%
GM
GENERAL MOTORS CO
-7.59%
-5,500,000
-0.12%
$57.46
1.81% $58.50
1.42%
ABBV
ABBVIE INC
-10.44%
-2,664,904
-0.11%
$108.22
101.76% $218.34
0.92%
SIRI
SIRIUS XM HOLDINGS INC
-12.68%
-6,341,200
-0.01%
$6.09
282.27% $23.28
0.10%
STNE
STONECO LTD-A
-24.50%
-3,471,300
-0.08%
$61.22
70.12% $18.29
0.24%
MRK
MERCK & CO INC
-37.69%
-10,815,047
-0.31%
$77.09
7.42% $82.81
0.51%
AXTA
AXALTA COATING SYSTEMS LTD
-40.70%
-9,532,963
-0.10%
$29.58
5.38% $31.17
0.00%
CVX
CHEVRON CORP
-51.19%
-24,826,694
-0.96%
$104.79
49.93% $157.11
0.92%
LBTYA
LIBERTY GLOBAL PLC-A
-81.34%
-14,650,169
-0.14%
$25.66
53.62% $11.90
0.00%
WFC
WELLS FARGO & CO
-98.71%
-51,748,813
-0.75%
$39.07
108.50% $81.46
0.01%
SU
SUNCOR ENERGY INC
-100.00%
-13,849,207
-0.09%
$16.78
148.63% $41.72
0.00%
SYF
SYNCHRONY FINANCIAL
-100.00%
-20,128,000
-0.26%
$34.71
117.14% $75.37
0.00%
46 of 756

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.