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.

Investor AInvestor B

Dodge & Cox Stock Fund & Berkshire Hathaway Portfolio Overlap

Shared 13F holdings between Dodge & Cox Stock Fund and Berkshire Hathaway based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Strong overlap

Shared Holdings

12 shared positions across both portfolios (216 holdings for Dodge & Cox Stock Fund, 27 for Berkshire Hathaway).

Stock	Dodge & Cox Stock Fund value	Berkshire Hathaway value	Combined value	Conviction	Est. current value	Sector
AAPL Apple Inc.	$8.02M	$57.84B	$57.85B	11.1%	$67.10B	Technology
AXP American Express Company	$83.94M	$45.86B	$45.94B	8.8%	$52.86B	Financial Services
KO Coca-Cola Company (The)	$1.83M	$30.42B	$30.42B	5.8%	$32.52B	Consumer Defensive
BAC Bank of America Corporation	$88.70M	$25.04B	$25.13B	4.8%	$30.08B	Financial Services
OXY Occidental Petroleum Corporatio	$4.82B	$17.22B	$22.04B	4.6%	$16.25B	Energy
GOOGL Alphabet Inc.	$3.06B	$15.60B	$18.66B	3.8%	$23.43B	Communication Services
CVX Chevron Corporation	$42.44M	$17.46B	$17.50B	3.3%	$14.01B	Energy
CB Chubb Limited	$235,321	$11.16B	$11.16B	2.1%	$12.05B	Financial Services
MCO Moody's Corporation	$529,171	$10.76B	$10.76B	2.1%	$11.56B	Financial Services
GOOG Alphabet Inc.	$3.51B	$1.03B	$4.54B	1.2%	$5.66B	Communication Services
COF Capital One Financial Corporati	$1.60B	$1.30B	$2.91B	0.7%	$3.26B	Financial Services
NUE Nucor Corporation	$1.05M	$660.69M	$661.73M	0.1%	$857.09M	Basic Materials

Largest Shared Position

Apple Inc. (AAPL) represents the largest overlapping position between Dodge & Cox Stock 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 $57.85B, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$95.90B	AXP, BAC, CB, COF, MCO
Technology	$57.85B	AAPL
Energy	$39.54B	CVX, OXY
Consumer Defensive	$30.42B	KO
Communication Services	$23.19B	GOOG, GOOGL
Basic Materials	$661.73M	NUE

Consensus Smart Money Signals

Shared holdings between Dodge & Cox Stock 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 ($57.85B combined).
Highest average portfolio weight in overlap: AAPL (11.1% conviction score).
Largest estimated mark-to-market gain since filing: AAPL ($9.25B vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Dodge & Cox Stock Fund and Berkshire Hathaway decreased between Q4 2001 and Q1 2001, with 12 shared holdings in the latest period ($247.56B combined reported value) versus 17 in the prior period ($264.97B).

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