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
$74.47B
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$57.84B227,917,80822.0%
PM-1PM-10PM-11PM-12PM-14PM-2PM-4PM-5PM-6PM-7PM-8PM-9
2GOOGLGOOGLAI$15.60B54,249,7985.9%
PM-10PM-11PM-2PM-4PM-5
3GOOGGOOGAI$1.03B3,585,2150.4%
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+$10.01B
Q1 2026HOLDAAPL0$-4.12B
Q1 2026NEWGOOG+3,585,215+$1.03B
Q4 2025TRIMAMZN-7,724,000$-1.67B
Q4 2025TRIMAAPL-10,294,956+$1.31B
Q4 2025HOLDGOOGL0+$1.25B
Q3 2025NEWGOOGL+17,846,142+$4.34B
Q3 2025TRIMAAPL-41,787,236+$3.21B
Q3 2025HOLDAMZN0+$1.8M
Q2 2025TRIMAAPL-20,000,000$-9.19B
Q2 2025HOLDAMZN0+$291.3M
Q1 2025HOLDAAPL0$-8.49B
Q1 2025HOLDAMZN0$-291.3M
Q4 2024HOLDAAPL0+$5.23B
Q4 2024HOLDAMZN0+$330.6M
Q3 2024TRIMAAPL-100,000,000$-14.35B
Q3 2024HOLDAMZN0$-69.2M
Q2 2024NEWAAPL+400,000,000+$84.25B
Q2 2024NEWAMZN+10,000,000+$1.93B

Sourced Investor Quotes

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