Investors / Berkshire Hathaway

Berkshire HathawayInc.

Conservative ValueCIK 0001067983·CEO Greg Abel — succeeded May 2025·Latest 13F: 2026-05-15 · Q1 2026
Transition note — Warren Buffett retired as CEO on May 3, 2025. Q1 2026 marks the third full quarter under Greg Abel. AI positions are now managed by Abel together with portfolio managers Todd Combs and Ted Weschler. Where 13F discloses an attributable PM (via the OtherManager field), we surface it on individual holdings.
Total 13F AUM
$263.1B
29 distinct positions
AI Exposure
$74.5B
22.0% of AUM
AI Positions
3
All in Infra + App layers
QoQ AI Weight
+5.9 pp
vs Q4 2025 (22.4%)

Current AI Holdings

3 positions · Q1 2026
#TickerCompanyLayerValueShares% of AUMPM
1AAPLAAPLAI$57.8B227.9M shares22.0%
PM-1PM-10PM-11PM-12PM-14PM-2PM-4PM-5PM-6PM-7PM-8PM-9
2GOOGLGOOGLAI$15.6B54.2M shares5.9%
PM-10PM-11PM-2PM-4PM-5
3GOOGGOOGAI$1B3.6M shares0.4%
PM-11PM-4

Source: SEC Form 13F-HR filed 2026-05-15, period ending 2026-03-31. AAPL holding aggregated across Buffett / Combs / Weschler managers.

Quarterly Evolution

NEW / ADD / TRIM / DROP history
PeriodActionTickerΔ SharesΔ Value
Q1 2026ADDGOOGL+36,403,656+$10B
Q1 2026HOLDAAPL0$-4.1B
Q1 2026NEWGOOG+3,585,215+$1B
Q4 2025TRIMAMZN-7,724,000$-1.7B
Q4 2025TRIMAAPL-10,294,956+$1.3B
Q4 2025HOLDGOOGL0+$1.2B
Q3 2025NEWGOOGL+17,846,142+$4.3B
Q3 2025TRIMAAPL-41,787,236+$3.2B
Q3 2025HOLDAMZN0+$1.8M
Q2 2025TRIMAAPL-20,000,000$-9.2B
Q2 2025HOLDAMZN0+$291.3M
Q1 2025HOLDAAPL0$-8.5B
Q1 2025HOLDAMZN0$-291.3M
Q4 2024HOLDAAPL0+$5.2B
Q4 2024HOLDAMZN0+$330.6M
Q3 2024TRIMAAPL-100,000,000$-14.3B
Q3 2024HOLDAMZN0$-69.2M
Q2 2024NEWAAPL+400,000,000+$84.2B
Q2 2024NEWAMZN+10,000,000+$1.9B

Sourced Investor Quotes

0 quotes · every one linked
First sourced quotes coming soon — every quote in this section will link to verifiable source material.