Berkshire lifts Alphabet stake to ~106M shares in Q2

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Berkshire Hathaway held roughly 106 million Alphabet shares as of June 30, 2026, a position valued at about $37.76 billion, according to Berkshire’s quarterly filing as reported by the Associated Press.

In the second quarter (April–June) 2026, Berkshire “picked up roughly 48.1 million shares in Alphabet, bringing its total shares in the tech giant to roughly 106 million,” per the same report. The build coincided with Alphabet’s equity capital raise that included a $10 billion private placement to Berkshire for 14,212,035 Class A shares and 14,359,656 Class C shares, disclosed in an Alphabet Form 8-K filed June 4, 2026.

As recently as the end of December 2025, Berkshire held 17.8 million Alphabet shares worth $5.6 billion, according to the AP’s snapshot of the firm’s earlier filing.

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Data Snapshot

Metric Current Previous Change Period As of Source
Alphabet shares added in the second quarter roughly 48.1 million shares second quarter (April–June) 2026 June 30, 2026 Associated Press
Total Alphabet shares held by Berkshire (combined classes) roughly 106 million shares as of June 30, 2026 June 30, 2026 Associated Press
Value of Berkshire’s Alphabet stake about $37.76 billion as of June 30, 2026 June 30, 2026 Associated Press
Private placement shares sold to Berkshire Hathaway (per Alphabet Form 8‑K) 14,212,035 shares of Class A and 14,359,656 shares of Class C (for gross proceeds of $10 billion) private placement announced June 1–4, 2026 June 1–4, 2026 Alphabet Inc. Form 8‑K (filed June 4, 2026)

What changed in Berkshire’s Alphabet holdings in Q2 2026

The key shift was scale. Berkshire’s filing, as relayed by the Associated Press, shows it added roughly 48.1 million Alphabet shares in the second quarter and ended June with roughly 106 million shares. That position was valued at about $37.76 billion as of June 30.

Alphabet’s own disclosure outlines that the quarter included a $10 billion private placement to Berkshire consisting of 14,212,035 shares of Class A and 14,359,656 shares of Class C, per its Form 8-K. Together, the filing details and the placement notice frame a quarter of rapid position building at Berkshire.

What likely drove the Q2 build, based on filings

Confirmed facts:

  • Alphabet conducted an equity capital raise that included a $10 billion private placement to Berkshire, allocating 14,212,035 Class A shares and 14,359,656 Class C shares (Alphabet Form 8-K).
  • Berkshire’s regulatory filing for the quarter indicates it “picked up roughly 48.1 million shares in Alphabet,” ending with roughly 106 million shares valued at about $37.76 billion as of June 30 (Associated Press).

Reasonable inference:

  • The quarter’s activity likely combined the private placement with further accumulation to reach the reported quarter-end total. The filings do not specify the execution mix beyond the disclosed placement.

Market narrative (not proven by the filings):

  • The larger position situates Berkshire more prominently among mega-cap tech holders, a cohort that has been central to market leadership. The documents cited do not ascribe a strategic rationale, valuation framework, or time horizon to the purchases.

What the position signals, and what it cannot prove

What it can indicate:

  • Material capital allocation to Alphabet during the second quarter, supported by both Berkshire’s portfolio snapshot and Alphabet’s placement disclosure.
  • Alphabet’s willingness to include Berkshire in a sizable equity transaction, as recorded in the Form 8-K.

What it cannot prove on its own:

  • The precise investment thesis, expected holding period, or target weighting Berkshire plans for Alphabet.
  • Any implications for Alphabet’s future operating performance or share price beyond the documented capital raise and ownership levels.
  • Whether the stake size will be maintained, increased, or reduced after June 30; subsequent activity will appear only in future filings.

Next disclosures to watch on the position

Monitor Berkshire’s next portfolio filing for updates to its Alphabet holdings and any revisions to the quarter-end tally reported by the Associated Press. Also watch Alphabet’s subsequent SEC disclosures for any follow-on details tied to the equity raise referenced in its Form 8-K.

Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.



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