Key points
- Berkshire added 48.1M Alphabet shares in Q2, an 83% increase, to $37.77B across both share classes.
- The Class C (GOOG) holding rose 658%, from 3,585,215 shares to 27,188,433.
- Alphabet now ranks third in the portfolio, behind Apple at $65.95B and American Express at $51.28B.
Berkshire Hathaway held 3,585,215 Alphabet Class C shares at the end of March, and by the end of June it held 27,188,433. That's a 658 percent jump, and it's the line that jumped out at me from the 13F Berkshire filed on Aug. 14, 2026.
Across Alphabet's two share classes, Berkshire bought 48,144,587 shares during the quarter. Its combined position reached 105,979,600 shares by June 30, worth $37.77 billion. That was an 83 percent increase from March 31 and made Alphabet the third-largest holding in the portfolio, ahead of Coca-Cola.
The two share classes
Alphabet trades under two tickers and Berkshire holds both of them. The Class A stock (GOOGL) carries a vote and the Class C stock (GOOG) doesn't. Berkshire added 45 percent to its Class A line over the quarter, and then it multiplied the much smaller Class C line by more than seven.
| Share class | March 31 shares | June 30 shares | Change | June 30 value |
|---|---|---|---|---|
| Class A (GOOGL) | 54,249,798 | 78,791,167 | +45% | $28.16B |
| Class C (GOOG) | 3,585,215 | 27,188,433 | +658% | $9.61B |
| Combined | 57,835,013 | 105,979,600 | +83% | $37.77B |
Alphabet hasn't split its stock, so all 48,144,587 shares came from real purchases, which is worth checking on any 13F this quarter. Carvana (CVNA) ran a 5-for-1 split on May 8, and several funds show June share counts five times higher for that reason alone.
One more wrinkle: Berkshire reports each subsidiary's holdings separately, so the Class A total is spread across four lines in the filing. Only one of those four actually moved. It grew by 24,541,369 shares while the other three sat unchanged.
| Position | June 30 value |
|---|---|
| Apple (AAPL) | $65.95B |
| American Express (AXP) | $51.28B |
| Alphabet (GOOGL and GOOG) | $37.77B |
| Coca-Cola (KO) | $32.51B |
| Bank of America (BAC) | $27.54B |
The whole US stock portfolio came to $299.25 billion at June 30 across 29 securities, up from $263.10 billion in March. Coca-Cola (KO) has been near the top of that list since the late 1980s, and Alphabet has now pushed it down to fourth.
The filing marks the Class A shares at about $357 and the Class C at about $353, which is where each one closed on June 30. GOOGL closed at $344.00 on Aug. 17 and GOOG at $341.45. At those prices the same share counts come to about $36.4 billion, roughly $1.4 billion below what the filing reports.
The rest of the quarter
| Company | Change | June 30 value |
|---|---|---|
| Delta Air Lines (DAL) | +44% | $5.37B |
| Lennar (LEN) | +30% | $1.19B |
| Capital One (COF) | -58% | $601.9M |
| Nucor (NUE) | -52% | $413.8M |
| Constellation Brands (STZ) | position closed | n/a |
| D.R. Horton (DHI) | new | $0.6M |
That D.R. Horton (DHI) line is small enough to be a placeholder, and Berkshire has opened positions that size before and let them sit for a quarter.
The 13F names Berkshire Hathaway as the filer and stops there. It stays silent on who inside the firm made the call. Warren Buffett runs the equity book with Todd Combs and Ted Weschler. The two of them manage much smaller portfolios, so a $37.77 billion position is almost certainly Buffett's.
What you're really looking at is a photograph of June 30. The filing leaves out purchase dates and prices, and Alphabet ranged widely over those three months, so where Berkshire was buying inside that range stays out of the record. The next filing to cover July onward lands in November. Until then the public trail on this stake stops at June 30. That's the blind spot every 13F leaves you with, and our Berkshire Hathaway page keeps the quarter-by-quarter history.
Sources
- SEC Form 13F-HR for Berkshire Hathaway Inc., period ended June 30, 2026, filed Aug. 14, 2026 (accession 0001193125-26-352200): Alphabet Class A 78,791,167 shares at $28.16 billion across four rows, Alphabet Class C 27,188,433 shares at $9.61 billion, portfolio total $299.25 billion across 89 rows
- SEC Form 13F-HR for Berkshire Hathaway Inc., period ended March 31, 2026 (accession 0001193125-26-226661): Alphabet Class A 54,249,798 shares at $15.60 billion, Alphabet Class C 3,585,215 shares at $1.03 billion, portfolio total $263.10 billion
- Carvana 5-for-1 stock split effective May 8, 2026
- Aug. 17, 2026 closing prices: GOOGL $344.00, GOOG $341.45
Last updated Aug. 18, 2026.
