Key facts
- Berkshire Hathaway boosted its Alphabet investment by 83% in Q2.
- Alphabet is now Berkshire's third-largest stock holding.
- Berkshire owns nearly 106 million Alphabet shares worth $37.8 billion as of June 30.
- The stake represents a significant portion of Berkshire's $323.8 billion equity portfolio.
Berkshire Hathaway significantly expanded its stake in Alphabet during the second quarter, increasing its investment by 83% and making the parent company of Google and YouTube its third-largest stock holding. As of June 30, Berkshire owned nearly 106 million Alphabet shares, valued at approximately $37.8 billion. This substantial investment forms a major part of Berkshire's overall equity portfolio, which totals $323.8 billion.
The increased stake was revealed in a regulatory filing detailing Berkshire's U.S.-listed stock holdings. Greg Abel, the new CEO of Berkshire Hathaway, has been instrumental in expanding this position, which was initially established by Warren Buffett in the third quarter of 2025 as part of a strategy to diversify away from Apple. Abel has also overseen a reduction in Berkshire's overall portfolio, exiting 16 other positions to focus on key holdings like Alphabet.
Alphabet's appeal to Berkshire lies in its strong fundamentals, including its dominant advertising business across Google Search, YouTube, and Chrome, as well as the significant growth potential in its cloud computing segment. The company's consistent earnings, robust business model, and strong market position align with Berkshire Hathaway's investment criteria.