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TheDesperateTrader.com· 13F positions and corporate stakes, straight from SEC filings
Two different filings tell you what big money owns, and neither one tells the whole story. A 13F shows a fund's public stock positions. A 10-Q shows one company's stake in another, which is the only place a holding like Alphabet in SpaceX ever appears. This page carries both.
Most widely held
How many of the tracked filers hold the same stock. Ranked by number of holders rather than dollars, because one enormous position is still just one opinion.
New and increased positions
Positions opened or grown between the last two quarterly filings. Measured on share count, not value, so a stock that simply went up does not show up here as buying.
| Holder | Stock | Move | Value |
|---|---|---|---|
| Berkshire Hathaway (Buffett) | $GOOG | 17.8M to 54.2M | $15.6B |
| AQR Capital Management (Asness) | $NVDA | 26.2M to 32.1M | $5.5B |
| Fisher Asset Management (Fisher) | privateJPMORGAN CHASE CO | 16.0M to 17.0M | $5.0B |
| Fisher Asset Management (Fisher) | $AVGO | 13.8M to 14.7M | $4.5B |
| Fisher Asset Management (Fisher) | privateELI LILLY CO | 4.6M to 4.8M | $4.5B |
| AQR Capital Management (Asness) | $MSFT | 6.3M to 10.0M | $3.7B |
| NVIDIA | $CRWV | 24.3M to 47.2M | $3.7B |
| AQR Capital Management (Asness) | $AAPL | 12.5M to 14.6M | $3.6B |
| Fisher Asset Management (Fisher) | privateMERCK CO INC | 24.9M to 26.4M | $3.2B |
| Coatue Management | $TSM | 8.6M to 9.3M | $3.1B |
| Fisher Asset Management (Fisher) | $PFE | 52.0M to 105.0M | $2.9B |
| Fisher Asset Management (Fisher) | $BAC | 53.8M to 57.3M | $2.8B |
| Berkshire Hathaway (Buffett) | $DAL | new | $2.6B |
| Pershing Square (Ackman) | $AMZN | 9.6M to 11.5M | $2.4B |
| Fisher Asset Management (Fisher) | privateCANADIAN NAT RES LTD MED TERM | 42.7M to 45.0M | $2.2B |
| Fisher Asset Management (Fisher) | $AZN | new | $2.1B |
| Fisher Asset Management (Fisher) | $NVS | 7.5M to 13.9M | $2.1B |
| Tiger Global Management | $NVDA | 11.0M to 12.0M | $2.1B |
| Pershing Square (Ackman) | $MSFT | new | $2.1B |
| D. E. Shaw & Co. | $AVGO | 2.9M to 6.5M | $2.0B |
Corporate stakes
One public company holding a piece of another business, disclosed in a 10-Q or 10-K. A 13F cannot show these, and most of the investees are private companies with no ticker of their own.
| Holder | Stake in | Value | As of |
|---|---|---|---|
| Alphabet Inc. | SpaceX | $94.1B | 2026-06-30 |
| Fidelity National Information Services, Inc. | Worldpay | $24.3B | 2026-03-31 |
| SEMPRA | Oncor Electric Delivery Company | $18.2B | 2026-03-31 |
| ALTRIA GROUP, INC. | AB InBev | $13.2B | 2026-06-30 |
| MICROSOFT CORP | OpenAI | $13.0B | 2026-06-30 |
| HONEYWELL INTERNATIONAL INC | Quantinuum | $7.5B | 2026-06-30 |
| AMGEN INC | Be One Medicines | $5.8B | 2026-03-31 |
| NEXTERA ENERGY INC | Florida Power Light Company | $5.3B | 2026-06-30 |
| COMCAST CORP | Atairos | $5.0B | 2026-06-30 |
| CONOCOPHILLIPS | Australia Pacific Aplng | $5.0B | 2026-03-31 |
| Marathon Petroleum Corp | MPLX LP | $5.0B | 2026-03-31 |
| Archer-Daniels-Midland Co | Wilmar | $4.2B | 2026-03-31 |
| NEWMONT Corp /DE/ | Lundin Gold | $4.2B | 2026-06-30 |
| PPG INDUSTRIES INC | Euro Denominated Borrowings | $4.1B | 2026-06-30 |
| EQT Corp | MVPA | $3.3B | 2026-06-30 |
| PACCAR INC | Truck Parts And Other | $3.3B | 2026-06-30 |
| WILLIAMS COMPANIES, INC. | Northeast GP | $3.2B | 2026-03-31 |
| GPGI, Inc. | GPGIHoldings | $3.1B | 2026-03-31 |
| General Motors Co | GM North America | $3.1B | 2026-06-30 |
| Air Products & Chemicals, Inc. | Jazan Integrated Gasification And Power Company | $3.1B | 2026-03-31 |
Biggest positions overall
Every position from both sources, largest first. $801.1B across 90 fund positions and 30 corporate stakes shown here.
| Holder | Position | Source | Value |
|---|---|---|---|
| Alphabet Inc. | SpaceX | 10-Q | $94.1B |
| Berkshire Hathaway (Buffett) | $AAPL | 13F | $57.8B |
| Berkshire Hathaway (Buffett) | $AXP | 13F | $45.9B |
| Berkshire Hathaway (Buffett) | $KO | 13F | $30.4B |
| Berkshire Hathaway (Buffett) | $BAC | 13F | $25.0B |
| Fidelity National Information Services, Inc. | Worldpay | 10-Q | $24.3B |
| SEMPRA | Oncor Electric Delivery Company | 10-Q | $18.2B |
| Berkshire Hathaway (Buffett) | $CVX | 13F | $17.5B |
| Berkshire Hathaway (Buffett) | OCCIDENTAL PETE CORP | 13F | $17.2B |
| Berkshire Hathaway (Buffett) | $GOOG | 13F | $15.6B |
| Fisher Asset Management (Fisher) | $NVDA | 13F | $15.4B |
| Fisher Asset Management (Fisher) | $AAPL | 13F | $14.3B |
| ALTRIA GROUP, INC. | AB InBev | 10-Q | $13.2B |
| MICROSOFT CORP | OpenAI | 10-Q | $13.0B |
| Fisher Asset Management (Fisher) | $GOOG | 13F | $11.2B |
| Berkshire Hathaway (Buffett) | CHUBB LTD SWITZ | 13F | $11.2B |
| Berkshire Hathaway (Buffett) | $MCO | 13F | $10.8B |
| Fisher Asset Management (Fisher) | $MSFT | 13F | $9.6B |
| NVIDIA | $INTC | 13F | $9.5B |
| Gates Foundation Trust | BERKSHIRE HATHAWAY INC DEL | 13F | $8.2B |
| HONEYWELL INTERNATIONAL INC | Quantinuum | 10-Q | $7.5B |
| Berkshire Hathaway (Buffett) | $KHC | 13F | $7.3B |
| Fisher Asset Management (Fisher) | $AMZN | 13F | $7.1B |
| Fisher Asset Management (Fisher) | $CAT | 13F | $6.9B |
| Gates Foundation Trust | WASTE MGMT INC DEL | 13F | $6.4B |
| Fisher Asset Management (Fisher) | $TSM | 13F | $6.3B |
| Fisher Asset Management (Fisher) | ASML HLDG NV NYS | 13F | $6.1B |
| AMGEN INC | Be One Medicines | 10-Q | $5.8B |
| Fisher Asset Management (Fisher) | $GS | 13F | $5.8B |
| Fisher Asset Management (Fisher) | EXXON MOBIL CORP | 13F | $5.5B |
| AQR Capital Management (Asness) | $NVDA | 13F | $5.5B |
| Gates Foundation Trust | CANADIAN NATL RY CO | 13F | $5.3B |
| NEXTERA ENERGY INC | Florida Power Light Company | 10-Q | $5.3B |
| Fisher Asset Management (Fisher) | $WMT | 13F | $5.1B |
| Fisher Asset Management (Fisher) | JPMORGAN CHASE CO | 13F | $5.0B |
| COMCAST CORP | Atairos | 10-Q | $5.0B |
| CONOCOPHILLIPS | Australia Pacific Aplng | 10-Q | $5.0B |
| Marathon Petroleum Corp | MPLX LP | 10-Q | $5.0B |
| Berkshire Hathaway (Buffett) | $DVA | 13F | $4.6B |
| Fisher Asset Management (Fisher) | $AVGO | 13F | $4.5B |
What this covers
34 institutional filers across 10 quarters (2023-12-31 to 2026-03-31), 190,139 holdings, plus 121 corporate stakes.
- Only the latest filing per filer counts. Including every quarter would count the same position over and over.
- 13F covers public stock only. Options, ETFs, bonds and warrants are excluded by design, and short positions are never disclosed at all.
- 57,082 holdings could not be matched to a ticker and are kept rather than dropped. Dropping them would inflate every percentage on this page.
- 13D and 13G stakes are not included here. We read those live from EDGAR for the Smart Money page and keep no history, so there is nothing to combine yet.
- Values are as filed, not live marks. A 13F is a quarter-end snapshot filed up to 45 days later. We do not know what anyone paid, so this page shows positions and never claims a return.
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