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.
Renaissance Technologies LLC & Berkshire Hathaway Portfolio Overlap
Shared 13F holdings between Renaissance Technologies LLC and Berkshire Hathaway based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
18 shared positions across both portfolios (2644 holdings for Renaissance Technologies LLC, 27 for Berkshire Hathaway).
| Stock | Renaissance Technologies LLC value | Berkshire Hathaway value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| AAPL Apple Inc. | $459.06M | $65.95B | $66.41B | 11.4% | $70.21B | Technology |
| AXP American Express Company | $11.70M | $51.28B | $51.29B | 8.6% | $51.94B | Financial Services |
| KO Coca-Cola Company (The) | $343,031 | $32.51B | $32.51B | 5.5% | $35.08B | Consumer Defensive |
| GOOGL Alphabet Inc. | $828.17M | $28.16B | $28.99B | 5.3% | $28.06B | Communication Services |
| CVX Chevron Corporation | $475.82M | $13.99B | $14.46B | 2.7% | $17.45B | Energy |
| OXY Occidental Petroleum Corporatio | $55.50M | $12.87B | $12.92B | 2.2% | $15.53B | Energy |
| MCO Moody's Corporation | $44.75M | $11.17B | $11.22B | 1.9% | $12.01B | Financial Services |
| GOOG Alphabet Inc. | $556.78M | $9.61B | $10.16B | 2.0% | $9.88B | Communication Services |
| DVA DaVita Inc. | $1.42M | $6.43B | $6.43B | 1.1% | $5.20B | Healthcare |
| VRSN VeriSign, Inc. | $616.26M | $2.26B | $2.88B | 0.8% | $3.25B | Technology |
| NYT New York Times Company (The) | $156.39M | $1.10B | $1.26B | 0.3% | $1.16B | Communication Services |
| ALLY Ally Financial Inc. | $6.80M | $1.24B | $1.25B | 0.2% | $1.22B | Financial Services |
| LEN Lennar Corporation | $29.15M | $1.19B | $1.22B | 0.2% | $1.17B | Consumer Cyclical |
| COF Capital One Financial Corporati | $118.67M | $601.86M | $720.53M | 0.2% | $816.49M | Financial Services |
| M Macy's Inc | $10.62M | $173.03M | $183.65M | 0.0% | $182.56M | Consumer Cyclical |
| NVR NVR, Inc. | $38.50M | $75.71M | $114.21M | 0.0% | $105.73M | Consumer Cyclical |
| LEN-B Lennar Corporation | $288,485 | $26.45M | $26.73M | 0.0% | $25.72M | Consumer Cyclical |
| DHI D.R. Horton, Inc. | $6.81M | $580,504 | $7.40M | 0.0% | $6.76M | Consumer Cyclical |
Largest Shared Position
Apple Inc. (AAPL) represents the largest overlapping position between Renaissance Technologies LLC 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 $66.41B, reflecting overlapping institutional exposure to Apple Inc..
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $69.29B | AAPL, VRSN |
| Financial Services | $64.48B | ALLY, AXP, COF, MCO |
| Communication Services | $40.40B | GOOG, GOOGL, NYT |
| Consumer Defensive | $32.51B | KO |
| Energy | $27.39B | CVX, OXY |
| Healthcare | $6.43B | DVA |
| Consumer Cyclical | $1.55B | DHI, LEN, LEN-B, M, NVR |
Consensus Smart Money Signals
Shared holdings between Renaissance Technologies LLC 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 ($66.41B combined).
- Highest average portfolio weight in overlap: AAPL (11.4% conviction score).
- Largest estimated mark-to-market gain since filing: AAPL ($3.80B vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Renaissance Technologies LLC and Berkshire Hathaway increased between Q1 2001 and Q2 2001, with 18 shared holdings in the latest period ($242.04B combined reported value) versus 16 in the prior period ($220.94B).
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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