what stocks is buffett buying — 2025 updates

What stocks is Buffett buying

Keyword in focus: what stocks is buffett buying

Introduction

What stocks is Buffett buying is a question many investors ask each quarter when institutional filings and Berkshire Hathaway reports appear. This article explains recent and notable Berkshire equity purchases and trims, how the trades are disclosed (SEC Form 13F, Berkshire reports and press coverage), why the market watches them, and practical steps you can take to track future moves. Readers will learn which 2024–2025 purchases drew attention, who at Berkshire likely executed the trades, typical market reactions, and where to verify each claim.

H2: Background

Warren Buffett is the longtime chairman and CEO of Berkshire Hathaway, a publicly traded holding company that invests in public equities and owns operating businesses. For decades, Buffett’s moves — and Berkshire’s portfolio shifts — have been closely watched because they often reflect a value-oriented, long-term approach and a massive pool of capital. When people ask what stocks is buffett buying, they usually mean which U.S. equities Berkshire Hathaway or its investment managers have added to recently.

Berkshire’s investment program is not run by Buffett alone. Since the 2010s, he has delegated day-to-day equity management to experienced portfolio managers, most notably Todd Combs and Ted Weschler, while Buffett and vice chairman Charlie Munger (until Munger’s passing) set broad strategy and approve large decisions. As a result, some buys reported under Berkshire’s holdings may have been initiated by Combs or Weschler rather than Buffett personally. The distinction matters for attribution: filings typically show Berkshire’s position changes, not who at the firm placed the trade.

H2: How Berkshire's stock purchases are reported

Berkshire Hathaway’s public equity activity becomes visible through several disclosure channels:

• SEC Form 13F: Institutional investment managers with at least $100 million in qualifying assets file quarterly Form 13F reports listing U.S.-listed equity positions as of quarter-end. These filings arrive with a lag (typically 45 days after quarter end) and list positions by share count and market value at filing date. Because 13Fs report holdings at quarter-end, they can lag recent trades and do not show intraday or off-quarter changes.

• Berkshire Hathaway’s own filings and shareholder communications: Berkshire’s annual report, occasional press releases, and Warren Buffett’s shareholder letters can reference major acquisitions, sales, or the company’s cash and capital allocation philosophy. Berkshire files 10-Qs and 10-Ks for operating subsidiaries and for the parent where applicable.

• Regulatory trackers and financial press: Reporters and financial trackers parse 13F data and Berkshire statements to highlight new positions or outsized changes. Coverage often appears in outlets such as CNBC, MarketWatch, Fortune and The Motley Fool. These sources frequently note timing and cross-check with trade confirmations or company disclosures.

• Typical lag and limitations: Because 13Fs report quarter-end holdings, by the time the public reads what stocks is buffett buying in a 13F, Berkshire may have increased, trimmed, or exited the position. Also, 13Fs exclude short positions and many derivatives, and they do not disclose who at the firm initiated trades.

As of January 19, 2026, publicly available 13F data through Q3 2025 and Berkshire statements reported in major outlets provide the factual basis for the purchases and trims summarized below. Sources include Berkshire Hathaway 13F filings and coverage by CNBC and MarketWatch (reporting dates referenced where relevant).

H2: Notable recent purchases (chronological summary)

This section lists prominent 2024–2025 purchases or new positions tied to Berkshire’s public filings and reporting. Each example summarizes what was reported, the context cited by analysts, and the likely source (13F or Berkshire report).

Alphabet (Google parent)

• What was reported: In Q3 2025 filings, Berkshire was reported to have built a new position in Alphabet. Journalistic summaries described a purchase of roughly 17.8 million shares with a market value in the low billions at the time of reporting.

• Market reaction and commentary: The disclosure sparked discussion about Berkshire’s increased exposure to advertising, cloud, and AI growth — areas where Alphabet operates. Analysts and reporters flagged that the buy may reflect portfolio manager activity (Todd Combs or Ted Weschler), though large purchases are typically known to senior leadership before execution.

• Source note: Reported via 13F coverage and press analysis as of Q3 2025 filings; see press coverage dated in late 2025 and early 2026 for contemporaneous reporting.

Amazon and other tech holdings

• What was reported: Berkshire has maintained a position in Amazon in recent quarters. Berkshire’s growing exposure to technology — including prior positions in Apple and Amazon and the decision to hold them over years — reflects a shift from Buffett’s historical avoidance of many high-growth tech names.

• Context: Observers emphasized that these positions reflect Berkshire’s evolution toward owning high-quality businesses with durable market positions and strong free cash flow, even when the firms are technology-first.

Traditional holdings and consumer/energy names

• What was reported: Berkshire continued to hold large, longstanding positions in companies like Chevron, Coca‑Cola, and American Express through 2024–2025. These sectors remain central to Berkshire’s income- and cash-flow-oriented approach.

• Why they fit Berkshire: Energy and consumer staples produce predictable cash flows, dividends, and long-term franchise value that align with Berkshire’s value orientation.

Other 2025 additions noted in filings

• What was reported: Press coverage and 13F trackers also flagged new or increased positions in names such as Chubb, Domino’s Pizza, Sirius XM, Lennar and other U.S. equities across 2024–2025. Some of these were relatively small in dollar terms compared with Berkshire’s largest stakes, while others represented meaningful additions.

• Reporting nuance: Many of these additions were identified via 13F filings and then verified or discussed in financial press stories published when the filings were made public.

H2: Notable trims and sales

Berkshire occasionally reduces or exits major holdings. Recent notable changes included:

• Apple: Berkshire reported trimming its Apple position in 2024–2025 in several filings. Because Apple was one of Berkshire’s largest positions by market value, any reduction received press attention. Trims were interpreted as portfolio rebalancing rather than a fundamental change in view on Apple’s business.

• Bank of America and other financials: Periodic reductions in bank holdings have been reported across filings; these moves reflect active portfolio management and changes in valuation or risk management.

• Significance: Trimming a large long-term holding can mean shifting risk exposure or freeing capital for new purchases. It is standard for large investors to take modest profits or rebalance amid changing market conditions.

H2: Investment rationale and analysis

When analysts and reporters explain what stocks is buffett buying, they typically point to one or more of the following rationales based on Berkshire’s stated approach and the companies involved:

• Durable competitive advantages (moats): Berkshire seeks companies with predictable earnings power and durable market positions.

• Free cash flow and capital allocation: Firms that generate strong free cash flow and deploy capital effectively are attractive to Berkshire’s long-term lens.

• Valuation and margin of safety: Even when investing in high-quality growth businesses, Berkshire and its managers look for favorable entry prices relative to expected long-term cash flows.

• Industry or secular tailwinds: Specific buys (for example, exposure to cloud or AI-adjacent businesses) can reflect confidence in long-term industry growth, though Berkshire’s style remains oriented toward durable economics rather than short-term momentum.

Examples of the rationale in practice:

• Alphabet: Analysts cited Alphabet’s leadership in search/ad revenue, cloud growth, and investments in AI as reasons Berkshire may have added exposure. The buy was framed as a bet on durable ad and cloud monetization plus long-term AI upside.

• Chevron / Coca‑Cola: These remain attractive for stable cash flows, dividends, and recession-resistant demand.

All analysis presented above is factual or descriptive; this article does not make investment recommendations.

H2: Who made the trades — Buffett vs. portfolio managers

When discussing what stocks is buffett buying, it is important to distinguish between trades executed by Berkshire’s delegated managers and moves personally directed by Warren Buffett. Key points:

• Delegation: Todd Combs and Ted Weschler manage large portions of Berkshire’s equity portfolio and have authority to make purchases and sales within the firm’s guidelines. Journalists frequently note when a buy looks consistent with their historical style.

• CEO-level approval: For very large or strategic transactions, Buffett and Berkshire’s senior leadership are likely informed and may approve the trade. However, 13Fs will not reveal who at the firm decided on a given trade.

• Public attribution: Avoid saying Buffett personally bought a share unless a primary source (Berkshire statement or direct quote) confirms it. Many press stories infer senior awareness but stop short of asserting personal execution by Buffett.

H2: Market reaction and commentary

• Typical response: When 13F filings reveal new Berkshire positions, the affected stocks often see short-term moves as investors re-evaluate demand and sentiment. Positive market reactions reflect investor sentiment that Berkshire’s house view validates a company’s prospects.

• Analyst notes: Coverage often includes analysts reframing their view of a company after a Berkshire position appears. For example, a new stake in Alphabet prompted commentary on AI and cloud upside; coverage of Amazon holdings highlighted changing perspectives on competitive moat and monetization.

• Caution on causality: Media attention can amplify moves, but correlation is not causation. A Berkshire purchase can validate a narrative, but it does not guarantee future outperformance.

H2: How to track Buffett/Berkshire buys yourself

If you want to follow what stocks is buffett buying in real time (or as close as public data allows), use the following resources and steps:

1. Follow SEC Form 13F filings. These are publicly available each quarter and list holdings and market values. Search by manager name (Berkshire Hathaway) and compare quarter-to-quarter to identify new positions or changes.

2. Read Berkshire Hathaway’s shareholder letter and investor communications. Buffett’s annual letter and Berkshire’s SEC filings may discuss major capital allocation decisions or strategic moves.

3. Use reputable financial news outlets and filing trackers. Journalists often summarize 13F changes and add context; check multiple reputable sources to confirm facts.

4. Cross-check with company disclosures. Some companies disclose large institutional shareholders or significant changes in ownership around the same time.

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H2: Implications for investors

• Interpretation vs. instruction: When people ask what stocks is buffett buying they often consider copying Berkshire’s trades. Institutional trades can inspire ideas, but they are not automatic buy signals for retail investors. Differences in tax treatment, time horizon, portfolio size and risk tolerance matter.

• Time horizon differences: Berkshire invests at scale with long-term capital; short-term traders may face different outcomes.

• Due diligence: Use Berkshire’s filings as a starting point, then perform independent analysis on valuation, business model, and fit with your financial plan.

• Risk management: Institutional moves reflect large-scale portfolio thinking; a small retail investor might prefer diversification and a measured exposure rather than mimicking a single institutional trade.

H2: Timeline / Chronology (selectable)

Below is a date-ordered outline of selected, widely reported portfolio moves linked to Berkshire’s filings or press coverage. Entries note the reporting date when available.

• Q1–Q2 2024: Continued holdings in Chevron, Coca‑Cola, American Express; periodic Apple trims reported across filings (reporting summarized across 2024 filings).

• Q3 2024: Various 13F trackers noted modest changes in consumer and insurance names (reported by financial press in late 2024).

• Q4 2024 – Q1 2025: Coverage highlighted increases or continuity in Amazon and other tech exposure; some press pieces reviewed Berkshire’s evolving tech posture (reported late 2024 into early 2025).

• Q3 2025 (reported late 2025 / early 2026): Berkshire reported a new Alphabet stake per 13F filings; press coverage dated in late 2025 highlighted this purchase and discussed AI/cloud implications. (As of January 19, 2026, 13F filings through Q3 2025 and related news reports were the basis for this entry.)

• Ongoing 2024–2025: Berkshire maintained positions in legacy holdings (Chevron, Coca‑Cola, American Express) while adding or increasing smaller positions such as Chubb, Domino’s Pizza, Sirius XM and Lennar across various quarters (reported in filings and press summaries across 2024–2025).

H2: See also

• Berkshire Hathaway
• Warren Buffett
• SEC Form 13F
• Apple, Bank of America, Coca‑Cola, Chevron, Amazon, Alphabet

H2: References and sources

This article is based on regulatory filings and reputable financial reporting. Key source categories include:

• SEC filings (Form 13F) for Berkshire Hathaway (quarterly filings through Q3 2025) — primary data for positions and quarter-end holdings.

• Berkshire Hathaway shareholder communications and SEC reporting — context on capital allocation and company commentary.

• Financial press articles and filing trackers published through January 19, 2026, including coverage and analysis by outlets that regularly parse 13F data (examples cited in reporting include CNBC, MarketWatch, Fortune and The Motley Fool). As of January 19, 2026, those outlets reported on Q3 2025 filings and other portfolio activity.

• Note on timeliness: Where possible, the article notes the reporting date for each claim. For example, the Alphabet position was identified in Q3 2025 13F coverage and reported publicly in late 2025 and early 2026.

H2: Practical checklist — How to verify a reported trade

1. Find Berkshire’s 13F for the quarter covering the period when the trade was reported.

2. Compare the 13F holdings against the prior quarter to confirm a new position or a change in share count/value.

3. Check Berkshire’s own filings and shareholder letters for any explicit disclosure or commentary.

4. Cross-reference reputable press coverage for additional context and analyst commentary.

5. Remember the 13F lag: a trade may have occurred several weeks before the filing date.

H2: Frequently asked questions (FAQ)

Q: Does a Berkshire purchase mean I should buy the same stock?

A: A Berkshire purchase is a data point worth considering, but it is not personalized investment advice. Investors should perform their own due diligence and consider time horizon, risk tolerance, and portfolio diversification.

Q: How often are Berkshire’s holdings disclosed publicly?

A: Berkshire’s holdings as an institutional manager appear in quarterly Form 13F filings. Berkshire also issues company filings and shareholder letters at least annually.

Q: Can 13F filings mislead by omitting positions?

A: 13Fs omit short positions, many derivatives and any holdings in non‑U.S. securities; they also lag actual trading. Use 13Fs as one of multiple verification steps.

H2: Additional editorial guidance for readers

• Verify each position against primary filings: Whenever you read a headline about what stocks is buffett buying, check the underlying 13F or Berkshire filing to confirm share counts and quarter-end valuations.

• Note reporting dates: This article references filings and press coverage up to January 19, 2026. New filings or company disclosures after that date may change the holdings and context.

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H2: Final notes and next steps

Tracking what stocks is buffett buying is a practical way to surface investment ideas and to study institutional portfolio construction. Use Berkshire’s 13F filings and Berkshire’s own communications as primary sources, supplement with reputable press analysis, and always verify with original filings.

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Editorial note: This article is informational and based on public filings and reputable financial reporting through January 19, 2026. It is not investment advice. For each factual claim, readers should consult the primary source (SEC Form 13F filing or Berkshire Hathaway filing) cited in the References section and in the financial press reports dated at the time of publication.

References

• SEC Form 13F filings for Berkshire Hathaway (quarterly filings through Q3 2025) — primary source for quarter-end holdings (reported through Q3 2025).
• Reporting by CNBC, MarketWatch, Fortune and The Motley Fool on Berkshire’s Q3 2025 filings and portfolio activity (coverage through January 19, 2026).
• Berkshire Hathaway shareholder letters and SEC filings for corporate disclosures and capital allocation commentary (latest filings through 2025).

Editors: Keep all factual statements tied to the cited 13F or Berkshire filing; avoid attributing trades to Warren Buffett personally unless the primary source confirms his personal direction.