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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.
The rotation
What changed between the last two quarterly filings, both directions. Measured on share count, not value, so a stock that simply went up does not show here as buying. The % is the change in the position's own size.
Buying
opened or grown| Holder | Stock | Move | Value |
|---|---|---|---|
| Berkshire Hathaway (Buffett) | $GOOG | 17.8M → 54.2M+204% | $15.6B |
| AQR Capital Management (Asness) | $NVDA | 26.2M → 32.1M+22% | $5.5B |
| Fisher Asset Management (Fisher) | privateMERCK CO INC | 26.4M → 38.5M+46% | $4.9B |
| Fisher Asset Management (Fisher) | $GE | 15,670 → 11.6M+73851% | $4.3B |
| Fisher Asset Management (Fisher) | $GEV | 3,949 → 3.6M+90036% | $4.2B |
| Fisher Asset Management (Fisher) | privateCISCO SYS INC | 17.3M → 33.4M+93% | $3.9B |
| Fisher Asset Management (Fisher) | $UNH | 5.2M → 9.1M+73% | $3.8B |
| AQR Capital Management (Asness) | $MSFT | 6.3M → 10.0M+60% | $3.7B |
| NVIDIA | $CRWV | 24.3M → 47.2M+94% | $3.7B |
| AQR Capital Management (Asness) | $AAPL | 12.5M → 14.6M+17% | $3.6B |
| Fisher Asset Management (Fisher) | privateJOHNSON JOHNSON | 9.3M → 13.3M+44% | $3.4B |
| Coatue Management | $TSM | 8.6M → 9.3M+8% | $3.1B |
| Berkshire Hathaway (Buffett) | $DAL | new | $2.6B |
| Fisher Asset Management (Fisher) | $NVS | 13.9M → 15.5M+12% | $2.4B |
| Pershing Square (Ackman) | $AMZN | 9.6M → 11.5M+19% | $2.4B |
| Tiger Global Management | $NVDA | 11.0M → 12.0M+9% | $2.1B |
| Pershing Square (Ackman) | $MSFT | new | $2.1B |
| D. E. Shaw & Co. | $AVGO | 2.9M → 6.5M+127% | $2.0B |
| D. E. Shaw & Co. | $GOOG | 3.9M → 6.9M+76% | $2.0B |
| Fisher Asset Management (Fisher) | $PANW | 256,661 → 5.8M+2143% | $2.0B |
Selling
trimmed or closed out| Holder | Stock | Move | Value |
|---|---|---|---|
| Berkshire Hathaway (Buffett) | $CVX | 130.2M → 84.4M-35% | $19.8B |
| Gates Foundation Trust | privateBERKSHIRE HATHAWAY INC DEL | 19.4M → 17.0M-12% | $9.8B |
| Millennium Management (Englander) | $WMT | 40.8M → 953,800-98% | $4.5B |
| Fisher Asset Management (Fisher) | $CVX | 21.9M → 16.7M-24% | $4.5B |
| D. E. Shaw & Co. | $NVDA | 23.3M → 14.7M-37% | $4.3B |
| Citadel Advisors (Griffin) | $NVDA | 21.6M → 18.7M-13% | $4.0B |
| Gates Foundation Trust | $MSFT | exited | $3.7B |
| Berkshire Hathaway (Buffett) | $DVA | 31.8M → 30.1M-5% | $3.6B |
| D. E. Shaw & Co. | $MSFT | 6.9M → 6.2M-10% | $3.3B |
| Citadel Advisors (Griffin) | $AMZN | 14.1M → 8.1M-43% | $3.3B |
| Berkshire Hathaway (Buffett) | $V | exited | $2.9B |
| Millennium Management (Englander) | $NVDA | 15.2M → 10.6M-31% | $2.8B |
| Tiger Global Management | $MSFT | 5.5M → 2.5M-54% | $2.6B |
| Coatue Management | $MSFT | 5.2M → 2.5M-52% | $2.5B |
| Coatue Management | $META | 3.8M → 2.8M-26% | $2.5B |
| Fisher Asset Management (Fisher) | privateJOHNSON CTLS INTL PLC SHS | 17.5M → 10.8M-39% | $2.3B |
| Coatue Management | $AMZN | 9.9M → 7.9M-20% | $2.3B |
| Berkshire Hathaway (Buffett) | $MA | exited | $2.3B |
| Coatue Management | $GEV | 3.4M → 2.6M-24% | $2.2B |
| Fisher Asset Management (Fisher) | privateCANADIAN NAT RES LTD MED TERM | 45.0M → 1.7M-96% | $2.2B |
Corporate stakes
One public company holding a piece of another business, disclosed in a 10-Q or 10-K. A 13F cannot show these. The ticker on the left is the company you can actually buy. Most of the businesses they hold are private, so those carry no ticker of their own.
| Holder | Stake in | Value | As of |
|---|---|---|---|
| $GOOGLAlphabet Inc. | SpaceXprivate | $94.1B | 2026-06-30 |
| $FISFidelity National Information Services, Inc. | Worldpayprivate | $24.3B | 2026-03-31 |
| $XOMExxonMobil Holdings Corp | Upstreamprivate | $19.4B | 2026-06-30 |
| $SRESEMPRA | Oncor Electric Delivery Companyprivate | $18.2B | 2026-03-31 |
| $MOALTRIA GROUP, INC. | AB InBevprivate | $13.2B | 2026-06-30 |
| $MSFTMICROSOFT CORP | OpenAIprivate | $13.0B | 2026-06-30 |
| $HONHONEYWELL INTERNATIONAL INC | Quantinuumprivate | $7.5B | 2026-06-30 |
| $AMGNAMGEN INC | Be One Medicinesprivate | $5.8B | 2026-03-31 |
| $NEENEXTERA ENERGY INC | Florida Power Light Companyprivate | $5.3B | 2026-06-30 |
| $CMCSACOMCAST CORP | Atairosprivate | $5.0B | 2026-06-30 |
| $COPCONOCOPHILLIPS | Australia Pacific Aplngprivate | $5.0B | 2026-03-31 |
| $MPCMarathon Petroleum Corp | MPLX LP$MPLX | $5.0B | 2026-03-31 |
| $ADMArcher-Daniels-Midland Co | Wilmarprivate | $4.2B | 2026-03-31 |
| $NEMNEWMONT Corp /DE/ | Lundin Goldprivate | $4.2B | 2026-06-30 |
| $PPGPPG INDUSTRIES INC | Euro Denominated Borrowingsprivate | $4.1B | 2026-06-30 |
| $EQTEQT Corp | MVPAprivate | $3.3B | 2026-06-30 |
| $PCARPACCAR INC | Truck Parts And Otherprivate | $3.3B | 2026-06-30 |
| $WMBWILLIAMS COMPANIES, INC. | Northeast GPprivate | $3.2B | 2026-03-31 |
| $GPGIGPGI, Inc. | GPGIHoldingsprivate | $3.1B | 2026-03-31 |
| $GMGeneral Motors Co | GM North Americaprivate | $3.1B | 2026-06-30 |
Biggest positions overall
Every position from both sources, largest first. $855.3B across 90 fund positions and 30 corporate stakes shown here.
| Holder | Position | Source | Value |
|---|---|---|---|
| $GOOGL 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 |
| $FIS Fidelity National Information Services, Inc. | Worldpay | 10-Q | $24.3B |
| $XOM ExxonMobil Holdings Corp | Upstream | 10-Q | $19.4B |
| $SRE SEMPRA | Oncor Electric Delivery Company | 10-Q | $18.2B |
| Fisher Asset Management (Fisher) | $NVDA | 13F | $18.2B |
| Berkshire Hathaway (Buffett) | $CVX | 13F | $17.5B |
| Berkshire Hathaway (Buffett) | OCCIDENTAL PETE CORP | 13F | $17.2B |
| Fisher Asset Management (Fisher) | $AAPL | 13F | $16.7B |
| Berkshire Hathaway (Buffett) | $GOOG | 13F | $15.6B |
| Fisher Asset Management (Fisher) | $GOOG | 13F | $14.3B |
| $MO ALTRIA GROUP, INC. | AB InBev | 10-Q | $13.2B |
| $MSFT MICROSOFT CORP | OpenAI | 10-Q | $13.0B |
| Berkshire Hathaway (Buffett) | CHUBB LTD SWITZ | 13F | $11.2B |
| Berkshire Hathaway (Buffett) | $MCO | 13F | $10.8B |
| Fisher Asset Management (Fisher) | $CAT | 13F | $10.6B |
| Fisher Asset Management (Fisher) | $MSFT | 13F | $9.9B |
| NVIDIA | $INTC | 13F | $9.5B |
| Fisher Asset Management (Fisher) | ASML HLDG NV NYS | 13F | $9.4B |
| Fisher Asset Management (Fisher) | $TSM | 13F | $9.0B |
| Fisher Asset Management (Fisher) | $AMZN | 13F | $8.3B |
| Gates Foundation Trust | BERKSHIRE HATHAWAY INC DEL | 13F | $8.2B |
| $HON HONEYWELL INTERNATIONAL INC | Quantinuum | 10-Q | $7.5B |
| Berkshire Hathaway (Buffett) | $KHC | 13F | $7.3B |
| Fisher Asset Management (Fisher) | $GS | 13F | $7.0B |
| Gates Foundation Trust | WASTE MGMT INC DEL | 13F | $6.4B |
| Fisher Asset Management (Fisher) | ELI LILLY CO | 13F | $6.1B |
| $AMGN AMGEN INC | Be One Medicines | 10-Q | $5.8B |
| Fisher Asset Management (Fisher) | $AVGO | 13F | $5.7B |
| Fisher Asset Management (Fisher) | JPMORGAN CHASE CO | 13F | $5.7B |
| Fisher Asset Management (Fisher) | $MS | 13F | $5.5B |
| AQR Capital Management (Asness) | $NVDA | 13F | $5.5B |
| Gates Foundation Trust | CANADIAN NATL RY CO | 13F | $5.3B |
| $NEE NEXTERA ENERGY INC | Florida Power Light Company | 10-Q | $5.3B |
| Fisher Asset Management (Fisher) | $C | 13F | $5.1B |
| $CMCSA COMCAST CORP | Atairos | 10-Q | $5.0B |
| $COP CONOCOPHILLIPS | Australia Pacific Aplng | 10-Q | $5.0B |
What this covers
34 institutional filers across 11 quarters (2023-12-31 to 2026-06-30), 190,964 holdings, plus 122 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.
- 57,324 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.
Looking for fresh 5%+ stakes and insider buys instead? Smart Money tracker.