Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Matrix Advisors Value Fund & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Matrix Advisors Value Fund and Berkshire Hathaway based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
73
Strong overlap
Shared Holdings
8 shared positions across both portfolios (104 holdings for Matrix Advisors Value Fund, 27 for Berkshire Hathaway).
| Stock | Matrix Advisors Value Fund value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $38.90M | $57.84B | $57.88B | 12.8% | $68.47B | Technology |
| AXP American Express Company | $906,232 | $45.86B | $45.86B | 8.8% | $47.53B | Financial Services |
| BAC Bank of America Corporation | $2.69M | $25.04B | $25.04B | 4.9% | $25.57B | Financial Services |
| GOOGL Alphabet Inc. | $1.13M | $15.60B | $15.60B | 3.0% | $21.53B | Communication Services |
| COF Capital One Financial Corporati | $579,763 | $1.30B | $1.30B | 0.3% | $1.34B | Financial Services |
| GOOG Alphabet Inc. | $41.27M | $1.03B | $1.07B | 2.1% | $1.47B | Communication Services |
| NUE Nucor Corporation | $315,879 | $660.69M | $661.00M | 0.1% | $887.41M | Basic Materials |
| STZ Constellation Brands, Inc. | $6.94M | $94.93M | $101.88M | 0.3% | $96.68M | Consumer Defensive |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Matrix Advisors Value Fund and Berkshire Hathaway based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $57.88B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $72.21B | AXP, BAC, COF |
| Technology | $57.88B | AAPL |
| Communication Services | $16.67B | GOOG, GOOGL |
| Basic Materials | $661.00M | NUE |
| Consumer Defensive | $101.88M | STZ |
Consensus Smart Money Signals
Shared holdings between Matrix Advisors Value Fund and Berkshire Hathaway may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: AAPL ($57.88B combined).
- Highest average portfolio weight in overlap: AAPL (12.8% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($10.59B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Matrix Advisors Value Fund and Berkshire Hathaway decreased between Q4 2001 and Q1 2001, with 8 shared holdings in the latest period ($147.52B combined reported value) versus 11 in the prior period ($163.11B).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
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