Consensus holdings
Stocks held by the most superinvestors, ranked by holder count.
13F, up to 45-day lag
Among 34 superinvestors tracked, GOOG is the most widely held — in 17 portfolios (+1 vs last quarter). The top 5 consensus names appear in 74 portfolios combined.
- 1Alphabet Inc-Cl CGOOG3.0% of aggregate17+1
- 2Alphabet Inc-Cl AGOOGL5.8% of aggregate15+1
- 3Berkshire Hathaway Inc-Cl BBRK.B3.5% of aggregate15holders
- 4Microsoft CorpMSFT2.5% of aggregate14−1
- 5Meta Platforms Inc-Class AMETA1.5% of aggregate13+1
- 6Visa Inc-Class A SharesV3.0% of aggregate12−1
- 7Apple IncAAPL15.7% of aggregate11holders
- 8Moody'S CorpMCO4.4% of aggregate11+1
- 9Amazon.Com IncAMZN2.3% of aggregate11−1
- 10Mastercard Inc - AMA0.7% of aggregate11—
- 11Taiwan Semiconductor-Sp AdrTSM0.3% of aggregate10+1
- 12Berkshire Hathaway Inc-Cl ABRK.A0.3% of aggregate9holders
- 13American Express CoAXP11.1% of aggregate8holders
- 14S&P Global IncSPGI1.7% of aggregate8+1
- 15Nvidia CorpNVDA0.9% of aggregate8+2
- 16Bank Of America CorpBAC6.3% of aggregate7holders
- 17Capital One Financial CorpCOF1.3% of aggregate7−1
- 18Sunbelt Rentals Holdings IncSUNB1.1% of aggregate7+7
- 19Comcast Corp-Class ACMCSA1.0% of aggregate7holders
- 20Unitedhealth Group IncUNH0.7% of aggregate7−4
- 21Elevance Health IncELV0.6% of aggregate7+1
- 22Schwab (Charles) CorpSCHW2.4% of aggregate6holders
- 23Wells Fargo & CoWFC0.8% of aggregate6holders
- 24Aon Plc0.8% of aggregate6−1
- 25Union Pacific CorpUNP0.3% of aggregate6holders
- 26Philip Morris InternationalPM0.2% of aggregate6—
- 27Walt Disney Co/TheDIS0.1% of aggregate6−1
- 28Asml Holding N V0.1% of aggregate6—
- 29Danaher CorpDHR0.1% of aggregate6−1
- 30Pdd Holdings IncPDD0.7% of aggregate5—
- 31Uber Technologies IncUBER0.7% of aggregate5+1
- 32Bank Of New York Mellon CorpBNY0.7% of aggregate5holders
- 33Alibaba Group Holding-Sp AdrBABA0.4% of aggregate5−3
- 34Accenture Plc Ireland0.3% of aggregate5+1
- 35Broadcom IncAVGO0.2% of aggregate5+2
- 36Msci IncMSCI0.2% of aggregate5—
- 37Johnson & JohnsonJNJ0.1% of aggregate5holders
- 38Ferguson Enterprises IncFERG0.1% of aggregate5+1
- 39Progressive CorpPGR0.1% of aggregate5−1
- 40Jpmorgan Chase & CoJPM0.0% of aggregate5holders
- 41Mercadolibre IncMELI0.0% of aggregate5—
- 42Ss Spdr S&P 500 Etf Trust-UsSPY0.0% of aggregate5−1
- 43Coca-Cola Co/TheKO7.3% of aggregate4holders
- 44Occidental Petroleum CorpOXY5.5% of aggregate4−2
- 45Chevron CorpCVX4.2% of aggregate4holders
- 46Kraft Heinz Co/TheKHC1.8% of aggregate4+1
- 47Canadian Natl Railway CoCNI1.5% of aggregate4holders
- 48Brookfield CorpBN1.4% of aggregate4−1
- 49Caterpillar IncCAT1.1% of aggregate4holders
- 50Willis Towers Watson Plc Ltd1.0% of aggregate4holders