Berkshire Hathaway Boosts Alphabet Stake by 83%, Making Google Parent a Top 3 Holding

Berkshire Hathaway significantly expanded its position in Alphabet Inc. during the second quarter, according to a regulatory filing released Friday, propelling the Google parent into the conglomerate’s top three equity holdings.

The Omaha-based company increased its Alphabet stake by roughly 83%, adding about $17 billion in value to the position. Berkshire now owns approximately 106 million shares of Alphabet, worth an estimated $37.9 billion to $24.2 billion depending on the reporting date cited, according to the 13F disclosure. The increase makes Alphabet one of Berkshire’s largest equity investments, trailing only Apple and American Express in the portfolio’s pecking order.

The move comes roughly six months after Warren Buffett formally stepped down as Berkshire’s chief executive following six decades at the helm, handing the reins to Greg Abel. Analysts say the aggressive addition to Alphabet suggests Abel and Berkshire’s investment team see continued value in the tech giant despite its already-massive market capitalization, likely reflecting confidence in Alphabet’s cloud computing growth, AI initiatives, and dominant advertising business.

Berkshire wasn’t alone in favoring Alphabet last quarter — other prominent institutional investors reportedly added to their Google positions as well, according to second-quarter 13F filings reviewed across Wall Street.

The Alphabet purchase was part of a broader reshuffling of Berkshire’s public equity portfolio in the quarter. Filings show the company also increased stakes in homebuilders and airline stocks, including Delta Air Lines, alongside housing-related names, signaling a broader bet on consumer and travel demand alongside its growing technology exposure.

Berkshire’s 13F filings, submitted quarterly to the SEC, offer investors a closely watched snapshot of the firm’s U.S. equity holdings, though they exclude cash, international stocks, and private holdings such as Berkshire’s insurance and railroad businesses.