Berkshire Hathaway Invests in Alphabet

Berkshire Hathaway Invests in Alphabet as Q3 2025 Form 13F shows a $4.3 billion Alphabet stake and Apple trims, prompting traders to reassess sector tilt.

November 14, 2025·1 min read
View all news articles
Flat vector tech stake icon symbolizing Berkshire Hathaway Invests in Alphabet and its $4.3 billion stake.

KEY TAKEAWAYS

  • Form 13F showed a new Alphabet stake of 17.85 million shares valued at $4.3 billion.
  • The filing disclosed further Apple trims, signaling a late-quarter reweighting of Berkshire's tech exposure.
  • It was Buffett's final 13F as CEO and showed continued net selling and no repurchases.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Berkshire Hathaway’s Q3 Form 13F filed Nov. 14, 2025, showed it established a new position in Alphabet and further trimmed its Apple holdings, signaling a late-quarter portfolio reweighting as Warren Buffett prepares to step down as CEO at year-end.

Alphabet Stake and Apple Trim

The SEC filing for the quarter ended Sept. 30, 2025, showed Berkshire Hathaway (BRK-A, BRK-B) held 17.85 million Alphabet (GOOG, GOOGL) shares valued at $4.3 billion. The filing also revealed additional reductions in Berkshire’s Apple (AAPL) stake during the quarter, continuing its trend of lowering exposure to the consumer-technology company.

Buffett Succession and Portfolio Trends

This quarter’s portfolio update is the last overseen by Warren Buffett as CEO. Greg Abel is set to succeed him at year-end, while Buffett will remain chairman and continue writing the annual shareholder letter. Berkshire was a net seller of equities for the twelfth consecutive quarter and did not repurchase its own shares for the fifth straight quarter. The filing and related communications included no formal forward-looking guidance.

Together, the new Alphabet holding and further Apple trimming represent a late-quarter reallocation of Berkshire’s technology exposure coinciding with the CEO transition. This provides investors with a factual context to reassess the conglomerate’s sector positioning.

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.

Or subscribe with

Read other top news stories

Constellation Brands Earnings Show Beer Resilience

Constellation Brands Earnings Show Beer Resilience

Constellation Brands earnings showed steady beer sales and pricing amid weaker results; updated guidance and a dividend may reshape trader positioning.

JPMorgan Apple Card Issuer Deal Replaces Goldman

JPMorgan Apple Card Issuer Deal Replaces Goldman

JPMorgan Apple Card issuer move replaces Goldman and starts a 24-month migration that shifts a large credit portfolio and highlights JPMorgan provisioning.

Trump Blocks Buybacks for Defense Companies

Trump Blocks Buybacks for Defense Companies

Trump Blocks Buybacks for Defense Companies after a Truth Social post barring dividends and buybacks until production and pay fixes, sparking a selloff.

Trump Ban Institutional Investors Single-Family Homes

Trump Ban Institutional Investors Single-Family Homes

Trump ban institutional investors single-family homes raises regulatory risk for listed owners and could prompt investor reassessment ahead of Davos.

MSCI Keeps MSTR in Indexes

MSCI Keeps MSTR in Indexes

MSCI Keeps MSTR in Indexes after deferring exclusion of digital-asset treasury companies, easing near-term index-driven selling risk.

TSMC Stock Poised for AI-Driven Growth

TSMC Stock Poised for AI-Driven Growth

TSMC stock reported record 2024 results and could get a H200 GPU production tailwind after a U.S. policy shift, prompting capacity guidance and ETF flows.