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 June 30, 2026).
Overlap Score
90
Extremely high shared conviction
Shared Holdings
7 shared positions across both portfolios (106 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. | $44.03M | $65.95B | $65.99B | 12.9% | $69.77B | Technology |
| AXP American Express Company | $959,279 | $51.28B | $51.28B | 8.7% | $51.92B | Financial Services |
| GOOGL Alphabet Inc. | $1.40M | $28.16B | $28.16B | 4.8% | $27.26B | Communication Services |
| BAC Bank of America Corporation | $3.02M | $27.54B | $27.55B | 4.7% | $31.18B | Financial Services |
| GOOG Alphabet Inc. | $47.99M | $9.61B | $9.65B | 3.6% | $9.39B | Communication Services |
| COF Capital One Financial Corporati | $637,570 | $601.86M | $602.50M | 0.1% | $682.74M | Financial Services |
| NUE Nucor Corporation | $304,722 | $413.81M | $414.12M | 0.1% | $499.94M | Basic Materials |
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 June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $65.99B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Financial Services | $79.43B | AXP, BAC, COF |
| Technology | $65.99B | AAPL |
| Communication Services | $37.81B | GOOG, GOOGL |
| Basic Materials | $414.12M | NUE |
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 ($65.99B combined).
- Highest average portfolio weight in overlap: AAPL (12.9% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($3.78B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Matrix Advisors Value Fund and Berkshire Hathaway decreased between Q1 2001 and Q2 2001, with 7 shared holdings in the latest period ($183.65B combined reported value) versus 8 in the prior period ($147.52B).
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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