what stocks is warren buffett buying now

what stocks is warren buffett buying now

<p><strong>what stocks is warren buffett buying now</strong> — this article answers that query using the latest public disclosures and reputable reporting. Readers will get a clear, dated summary of Berkshire Hathaway’s most recent buys and sells, how filings should be interpreted, the team actually making trades, thematic shifts (including a notable stake in Alphabet), and reliable methods to track future moves. All coverage below is neutral and fact‑based; no personal investment advice is provided.</p> <h2>Background — Warren Buffett and Berkshire Hathaway’s investment approach</h2> <p>Warren Buffett built Berkshire Hathaway into a diversified holding company using a long-term, value-oriented approach centered on durable competitive advantages, predictable cash flows, and capable management. Buffett historically prefers concentrated positions in high-quality businesses and has described his ideal holding period as "forever." Over the past two decades Berkshire’s portfolio has been managed both directly by Buffett and increasingly by two portfolio managers, Todd Combs and Ted Weschler; governance and succession planning (including incoming CEO Greg Abel) also affect portfolio direction.</p> <h2>How “buying now” is defined and how to interpret filings</h2> <p>The search phrase what stocks is warren buffett buying now typically references recent public‑market purchases and sales by Berkshire Hathaway. Important mechanics and limitations:</p> <ul> <li>Form 13F: Institutional investment managers file Form 13F with the SEC quarterly. These filings show long positions in U.S. listed equities as of quarter end and are reported up to 45 days after that date. That creates an unavoidable reporting lag — transactions that occurred after the quarter end will not appear until the next filing.</li> <li>Berkshire communications: Berkshire’s shareholder letters, quarterly filings, and investor‑relations releases sometimes mention big moves or context but rarely list every trade in real time.</li> <li>Who traded: Not every move in Berkshire’s 13F reflects Buffett’s personal action. Todd Combs and Ted Weschler manage portions of the marketable-equity portfolio and may initiate trades independently; Buffett typically retains oversight for major shifts.</li> <li>No intraday or short positions: 13F reports long positions in listed securities only; short trades, options, and many private transactions are not disclosed there.</li> </ul> <h2>How to track Buffett’s latest stock purchases</h2> <p>To answer what stocks is warren buffett buying now in near‑real time, combine these sources and methods:</p> <ol> <li>SEC EDGAR 13F filings: search for Berkshire Hathaway’s 13F for the quarter ending (for example, the September 30, 2025 13F reported in November 2025). Filings show position names, share counts, and market value as of the quarter date.</li> <li>Berkshire Hathaway investor relations: read quarterly reports and the annual shareholder letter for management commentary and context.</li> <li>Major financial outlets: CNBC, Wall Street Journal, The Motley Fool, Investopedia and Morningstar routinely analyze Berkshire’s filings and highlight new or large positions. For example, CNBC and the Wall Street Journal covered Berkshire’s disclosed Alphabet stake in mid‑November 2025.</li> <li>Portfolio trackers: independent trackers aggregate 13F data into readable lists and rankings; for trading or live market data, professional platforms and exchanges provide real‑time quotes — Bitget is recommended for market execution and price tracking within this article’s scope.</li> <li>Use Bitget Wallet if you need a Web3 wallet recommendation for related crypto coverage; for purely equity tracking rely on brokerage and market data platforms.</li> </ol> <h2>How to read a 13F entry</h2> <p>A typical 13F row contains the issuer name, class of security, CUSIP, number of shares held, and market value. When Berkshire "initiates" a position in a 13F, that means Berkshire held shares on the quarter‑end date; it does not reveal exactly when during the quarter the purchase occurred or who in the team executed it.</p> <h2>Recent notable buys and new positions (summary of the latest reporting period)</h2> <p>As of the most recent public reporting period, and consistent with multiple news reports, the clearest affirmative answer to what stocks is warren buffett buying now is that Berkshire disclosed a new, material position in Alphabet Inc. (Class A and/or Class C shares). Below is a dated and sourced summary.</p> <h3>Alphabet (GOOGL / GOOG) — new/expanded position</h3> <p>As of the 13F covering the quarter ended September 30, 2025 (filed and reported in November 2025), Berkshire Hathaway disclosed a new equity position in Alphabet. Multiple outlets reported the position and its scale:</p> <ul> <li>As of Nov 14, 2025, CNBC and the Wall Street Journal reported that Berkshire had added a multi‑billion dollar stake in Alphabet, estimating the position value at roughly $4 billion to $5.6 billion depending on the share class and pricing used in the coverage.</li> <li>The disclosure moved Alphabet into Berkshire’s ranked marketable holdings by reported value and attracted immediate market attention, with Alphabet shares rallying after reports appeared (CNBC reported the market reaction on Nov 17, 2025).</li> </ul> <p>Context and likely drivers: Berkshire’s interest in Alphabet aligns with the company’s large, cash-generative search business, rapid cloud growth, and a leadership position in AI infrastructure — all attributes consistent with Berkshire’s preference for durable competitive advantages. Reports suggest this position may have been opened or increased by Berkshire’s portfolio managers (Todd Combs or Ted Weschler), though Berkshire’s 13F does not allocate trades to individuals.</p> <h3>Other additions and smaller buys</h3> <p>Beyond Alphabet, recent 13F filings and media reporting noted smaller adjustments and modest additions across the portfolio. Examples reported by news outlets include:</p> <ul> <li>Small or incremental increases in consumer or insurance‑adjacent franchises historically favored by Berkshire.</li> <li>Occasional additions to restaurant or consumer services names and modest purchases of technology‑adjacent businesses, depending on valuation opportunities identified by managers.</li> </ul> <p>These moves are typically smaller than Berkshire’s core legacy holdings (Apple, American Express, Bank of America, Coca‑Cola, Chevron) and are often executed by Combs or Weschler.</p> <h2>Recent notable trims and sales</h2> <p>Answering what stocks is warren buffett buying now also requires acknowledging what Berkshire has been selling. The most notable recent pattern:</p> <ul> <li>Net selling trend: As of Sept 30, 2025, Berkshire had been a net seller for 12 consecutive quarters, with cumulative net sales of around $184 billion over that period (reported in financial coverage and 13F aggregation summaries).</li> <li>Apple reductions: Berkshire materially trimmed its Apple position starting in late 2023 and continued partial sales in subsequent quarters. Apple remains a large holding by value but at a reduced weight compared with its peak.</li> <li>Other reductions: Filings and coverage indicated Berkshire reduced positions in certain banks and previously held names at various times; the specific mix changes quarter to quarter.</li> </ul> <h2>Berkshire’s largest current holdings (portfolio composition)</h2> <p>As of the latest filings and reporting through late 2025, Berkshire’s largest marketable equity holdings by reported value typically include:</p> <ol> <li>Apple — historically Berkshire’s largest equity position though trimmed from peak weights.</li> <li>American Express — a long‑standing large position.</li> <li>Bank of America — a major financial holding that has been adjusted over time.</li> <li>Coca‑Cola — a classic Buffett consumer franchise.</li> <li>Chevron — energy exposure among the top holdings.</li> <li>Amazon and the newly disclosed Alphabet stake — representing meaningful technology and cloud exposure.</li> </ol> <p>Concentration: Berkshire’s marketable equity portfolio is historically concentrated — a few names have often comprised a large share of value. That concentration, along with a large cash position, influences the frequency and size of new purchases.</p> <h2>Cash position and net sales — what the numbers say</h2> <p>Cash and short‑term investments have been unusually large for Berkshire. Reporting through September 2025 indicates Berkshire built a record cash pile (numbers vary slightly by report), with multiple outlets citing a figure of roughly $381–$382 billion as of September 30, 2025. At the same time, Berkshire has been a net seller of stocks for 12 consecutive quarters with cumulative net sales around $184 billion as of that quarter.</p> <p>As of Sept 30, 2025, according to coverage in November and December 2025 by financial outlets, Berkshire’s behavior — holding large cash reserves while trimming some positions — was interpreted by analysts as a response to high aggregate market valuations.</p> <h2>Who is actually making the trades?</h2> <p>When readers ask what stocks is warren buffett buying now, it is important to note the agents of execution:</p> <ul> <li>Warren Buffett: Chairman and long‑time CEO until the end of 2025; he has historically set investment philosophy and approved large decisions.</li> <li>Todd Combs and Ted Weschler: Two portfolio managers who run sizable portions of Berkshire’s equity portfolio and are frequently credited with many of Berkshire’s smaller, newer technology and growth‑oriented positions. Public filings do not split trades by manager.</li> <li>Greg Abel: As Berkshire’s incoming CEO starting 2026, Abel will influence future investment posture and capital allocation decisions.</li> </ul> <h2>Thematic shifts and rationale behind recent buys</h2> <p>Recent filings and commentary point to a few observable themes relevant to the question what stocks is warren buffett buying now:</p> <ul> <li>Measured exposure to large‑cap technology and AI‑related leaders: The new Alphabet stake signals selective engagement with technology companies that exhibit strong cash flows, moats, and AI/cloud growth prospects.</li> <li>Conservative posture overall: Berkshire’s large cash balance and net selling behavior over multiple quarters demonstrate a cautious approach amid elevated market valuations.</li> <li>Focus on quality franchises: Berkshire’s long-term holdings remain concentrated in businesses with stable earnings, strong competitive positions, and predictable cash flow.</li> </ul> <h2>Market reaction and analyst commentary</h2> <p>Alphabet disclosure response: When Berkshire’s 13F showed a new Alphabet stake, news outlets reported a positive market reaction — Alphabet shares rallied in the days following the disclosure (reported by CNBC on Nov 17, 2025). Analysts noted that Berkshire’s move signaled institutional validation of Alphabet’s cloud and AI positioning, though some cautioned that the stake size was modest relative to Alphabet’s market cap.</p> <p>On the broader market: Analysts and commentators highlighted Berkshire’s large cash reserve and net selling — interpreting that stance as a warning about market valuations rather than a tactical short‑term forecast. Several outlets pointed to elevated valuation metrics (Shiller CAPE and the market‑cap‑to‑GDP Buffett indicator) in discussing why Berkshire has been selective.</p> <h2>Historical context — Buffett and technology stocks</h2> <p>Historically, Buffett avoided technology stocks due to rapidly changing competitive landscapes and difficulty in forecasting long-term moats. Notable exceptions have emerged: Apple and, more recently, Amazon and Alphabet in smaller allocations. The inclusion of Alphabet marks an evolution toward accepting certain large tech franchises when managers see sustainable advantages and attractive entry points.</p> <h2>Limitations, caveats, and investor guidance</h2> <p>Important caveats for anyone researching what stocks is warren buffett buying now:</p> <ul> <li>Timing lag: 13F disclosures reflect positions as of quarter‑end and are filed up to 45 days later; intraperiod activity is not visible until the next filing.</li> <li>Not a recommendation: Holdings disclosed by Berkshire are not investment advice. Individual investors should evaluate holdings relative to their own goals and risk tolerance.</li> <li>Partial attribution: Not all trades represent Buffett’s personal decisions; portfolio managers may act independently within their allocated mandate.</li> <li>Data verification: Use primary filings (SEC EDGAR) and Berkshire’s investor communications for verification; media summaries are useful but secondary.</li> </ul> <h2>Notable dates and filings (date‑stamped references)</h2> <ul> <li>Quarter end Sept 30, 2025 — Berkshire’s 13F for this quarter was the source of the disclosed Alphabet position (reported in mid‑November 2025).</li> <li>Nov 14, 2025 — CNBC and the Wall Street Journal published coverage reporting Berkshire’s new position in Alphabet and estimated stake size.</li> <li>Nov 17, 2025 — CNBC reported market reaction with Alphabet shares rallying after the disclosure.</li> <li>Sept 27, 2025 — Investopedia published a review of Berkshire’s meaningful equity exposures for 2025, including technology exposure.</li> <li>Dec 2–4, 2025 — Various analyst pieces (Morningstar, Motley Fool) offered context on Berkshire’s holdings and commentary about the portfolio’s tech exposure.</li> <li>As of Sept 30, 2025 — multiple outlets reported Berkshire’s cash and short‑term investments at roughly $381–$382 billion and cumulative net sales of about $184 billion over the prior 12 quarters.</li> </ul> <h2>Why investors watch Buffett’s moves</h2> <p>Investors follow Buffett because of his multi‑decade track record and Berkshire’s ownership of large, high‑quality businesses. That said, Berkshire’s moves are only one input among many when assessing market opportunities; they reflect a specific institutional mandate, scale constraints, and a long‑term horizon.</p> <h2>Quick reference: what stocks is warren buffett buying now — short list (latest reported quarter)</h2> <p>For readers seeking a concise answer to what stocks is warren buffett buying now, here are the notable, date‑stamped disclosures from the most recent 13F cycle:</p> <ul> <li>Alphabet (GOOGL/GOOG) — new/expanded position disclosed in 13F covering quarter ended Sept 30, 2025 (reported Nov 14, 2025 by CNBC and WSJ).</li> <li>Smaller or incremental buys across select consumer and service names — disclosed in the same filing but not nearly as large, per Motley Fool and syndicated reporting.</li> <li>No large new outsized buys beyond Alphabet were highlighted in the Sept 30, 2025 13F; Berkshire remained highly cash‑rich and a net seller across multiple quarters.</li> </ul> <h2>How to follow updates after reading this article</h2> <p>If you want to stay current on what stocks is warren buffett buying now, use these steps:</p> <ol> <li>Monitor SEC EDGAR for Berkshire Hathaway’s next 13F filing (quarterly).</li> <li>Follow Berkshire Hathaway investor relations for official shareholder letters and reports.</li> <li>Watch major financial news outlets (CNBC, Wall Street Journal, The Motley Fool, Morningstar) for summarized coverage and analysis of filings.</li> <li>Use Bitget for real‑time market data and trading if you plan to execute trades or track price action; for Web3 wallet needs, consider Bitget Wallet.</li> </ol> <h2>See also</h2> <ul> <li>Warren Buffett</li> <li>Berkshire Hathaway</li> <li>Form 13F (SEC)</li> <li>Top Berkshire holdings by market value</li> </ul> <h2>References (selected, date‑stamped)</h2> <p>Below are the primary sources cited in this article with reporting dates to preserve timeliness:</p> <ol> <li>CNBC — "Warren Buffett's Berkshire Hathaway reveals new position in Alphabet" (reported Nov 14, 2025).</li> <li>The Motley Fool — "Why Warren Buffett Is Quietly Increasing His Stake in Alphabet" (reported Dec 4, 2025).</li> <li>CNBC — "Alphabet rallies after Berkshire reveals stake" (reported Nov 17, 2025).</li> <li>Wall Street Journal — "Berkshire Added $4 Billion Alphabet Stake..." (reported Nov 14, 2025).</li> <li>The Motley Fool Australia — "Here are the stocks Warren Buffett just bought (and sold)" (reported Nov 17, 2025).</li> <li>The Motley Fool — "We Just Got a Really Big Clue About Which Stocks Warren Buffett Has Been Buying and Selling" (reported Aug 8, 2025).</li> <li>Investopedia — "The Stocks Warren Buffett Is Betting Big on in 2025" (reported Sep 27, 2025).</li> <li>FinViz (syndicated) — "Warren Buffett Bets Big on AI..." (reported Nov 30, 2025).</li> <li>CNBC — Berkshire Hathaway Portfolio Tracker (news and tracking resource; various updates in Nov–Dec 2025).</li> <li>Morningstar — "3 Warren Buffett Stocks to Buy and Hold Forever" (reported Dec 2, 2025).</li> </ol> <h2>Important dated context (valuation indicators and Berkshire’s posture)</h2> <p>Several valuation indicators referenced in the media during late 2025 provide context for Berkshire’s cautious stance. For example, reporting in December 2025 pointed to a cyclically adjusted price‑to‑earnings (Shiller CAPE) ratio near or above 39–40 and a market‑cap‑to‑GDP (Buffett indicator) at historically high readings. These elevated valuation metrics were cited by analysts to explain Berkshire’s preference for holding cash and limiting net purchases during 2024–2025. All metric values should be cross‑checked against the primary data sources for verification as of a specific date.</p> <h2>Neutral summary answer to the query</h2> <p>Directly answering what stocks is warren buffett buying now: as of the most recent public filings and reporting for the quarter ended Sept 30, 2025 (filed and widely reported in mid‑November 2025), Berkshire Hathaway disclosed a new, material position in Alphabet and a set of smaller adjustments across its equity portfolio. At the same time, the firm had been a net seller for multiple quarters and held a record cash balance as of that quarter. For the latest, intraday or post‑quarter transactions, consult Berkshire’s next 13F filing and current market coverage.</p> <h2>Practical note and next steps</h2> <p>If you track what stocks is warren buffett buying now because you want to understand institutional behavior, combine the official filings with timely market coverage. For live price monitoring, trade execution, and portfolio tracking, consider using Bitget’s platform and Bitget Wallet for related custody needs. Always verify positions via SEC EDGAR filings and Berkshire’s own communications before drawing conclusions.</p> <footer> <p><em>Reporting dates noted in this article help preserve the timeliness of the underlying disclosures: where specific numbers or events are cited, they are attributed with the publication date and source. This article remains neutral and factual and does not provide investment advice.</em></p> </footer>