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 June 30, 2026).

Overlap Score

Strong overlap

Shared Holdings

12 shared positions across both portfolios (212 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.	$9.08M	$65.95B	$65.96B	11.1%	$69.74B	Technology
AXP American Express Company	$91.76M	$51.28B	$51.37B	8.6%	$52.02B	Financial Services
KO Coca-Cola Company (The)	$1.95M	$32.51B	$32.51B	5.5%	$35.09B	Consumer Defensive
GOOGL Alphabet Inc.	$3.81B	$28.16B	$31.97B	5.8%	$30.94B	Communication Services
BAC Bank of America Corporation	$99.26M	$27.54B	$27.64B	4.7%	$31.29B	Financial Services
OXY Occidental Petroleum Corporatio	$3.53B	$12.87B	$16.40B	3.1%	$19.71B	Energy
CVX Chevron Corporation	$33.57M	$13.99B	$14.02B	2.4%	$16.92B	Energy
GOOG Alphabet Inc.	$4.23B	$9.61B	$13.83B	2.8%	$13.45B	Communication Services
CB Chubb Limited	$246,014	$11.67B	$11.67B	2.0%	$11.77B	Financial Services
MCO Moody's Corporation	$549,392	$11.17B	$11.17B	1.9%	$11.96B	Financial Services
COF Capital One Financial Corporati	$1.83B	$601.86M	$2.43B	0.6%	$2.75B	Financial Services
NUE Nucor Corporation	$1.38M	$413.81M	$415.20M	0.1%	$501.24M	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 June 30, 2026. The combined disclosed value of AAPL positions reported by both investment firms is approximately $65.96B, reflecting overlapping institutional exposure to Apple Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$104.29B	AXP, BAC, CB, COF, MCO
Technology	$65.96B	AAPL
Communication Services	$45.80B	GOOG, GOOGL
Consumer Defensive	$32.51B	KO
Energy	$30.42B	CVX, OXY
Basic Materials	$415.20M	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 ($65.96B combined).
Highest average portfolio weight in overlap: AAPL (11.1% 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 Dodge & Cox Stock Fund and Berkshire Hathaway was unchanged between Q1 2001 and Q2 2001, with 12 shared holdings in the latest period ($279.40B combined reported value) versus 12 in the prior period ($247.56B).

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