Archive · 15 Nov 2025
Berkshire Hathaway Buys Alphabet Stake, Reduces Apple Holdings
A very famous investor named Warren Buffett, who runs a big company called Berkshire Hathaway, has made some important changes to where the company puts its money.
He bought a lot of stock in Alphabet, the company that owns Google, which is worth nearly $5 billion.
This is a big deal because Buffett and his old business partner didn't used to like investing in tech companies very much.
At the same time, Berkshire Hathaway sold some of its shares in Apple, the company that makes iPhones.
Even though they sold some, Apple is still the biggest investment Berkshire has.
They also sold some shares in Bank of America.
Buffett is getting ready to stop being the boss of Berkshire Hathaway at the end of the year.
He has a lot of money saved up, and he's using some of it to buy new things and invest in companies he believes in for the long run.
Berkshire Hathaway acquired a $4.9 billion stake in Alphabet, the parent company of Google, during the third quarter.
The company reduced its holdings in Apple, selling a significant portion of its shares, though Apple remains its largest investment.
Berkshire Hathaway also decreased its stake in Bank of America and completely exited its position in D.R. Horton.
These portfolio adjustments are happening as Warren Buffett prepares to step down as CEO of Berkshire Hathaway at year's end.
Berkshire Hathaway is deploying parts of its substantial $382 billion cash reserve into new investments.
- Who
- Warren Buffett's Berkshire Hathaway
- What
- Purchased a $4.9 billion stake in Alphabet (Google's parent company) and reduced its holdings in Apple and Bank of America.
- When
- During the third quarter, with disclosures made around Friday.
- Where
- The investments are in publicly traded companies, with disclosures filed with the US Securities and Exchange Commission.
- Why
- Berkshire Hathaway is deploying its significant cash reserves, showing increased interest in resilient tech companies with diversified revenue, even as it reduces other long-held positions.
Past Aversion to Tech
New Rationale for Tech Investment
Historical Investment Strategy
Past Aversion to Tech
Buffett and his late partner Charlie Munger historically expressed reluctance to invest in technology companies.
New Rationale for Tech Investment
Berkshire is now investing significantly in Alphabet, a major tech company, citing its long-term resilience and diversified revenue streams.
Significance of Timing
Past Aversion to Tech
The investment occurs shortly before Warren Buffett's departure as CEO.
New Rationale for Tech Investment
This move is seen as one of the most significant portfolio adjustments during this transition period.
- Company Making Purchases
- Berkshire Hathaway
- Alphabet Stake Value
- $4.9 billion
- Number of Alphabet Shares Owned
- 17.85 million
- Number of Apple Shares Owned (End of Q3)
- 238.2 million
- Value of Apple Holding (End of Q3)
- $60.7 billion
- Berkshire's Largest Holding
- Apple
- Bank of America Stake Percentage
- 7.7%
- Berkshire's Cash Reserve
- $382 billion
Sources
Berkshire without Buffett: What’s next for the company and the stock
“I’m going quiet”: Buffett’s farewell letter isn’t about stocks and it isn’t his last.
Warren Buffett’s Berkshire Hathaway buys $4.3 billion stake in Alphabet, continues to sell Apple
Warren Buffett's Berkshire acquires $4.9 billion stake in Alphabet, trims holding in Apple — Check details
