Berkshire Hathaway Inc.
AUM
+$263B
Turnover
+7.2%
Large CapGrowthLong-term Holder
13F.chat — AI Smart Money Copilot
Follow the smart money — see what top managers actually bought, and whether it is still worth studying
13F.chat tracks the real quarterly moves of legendary managers — what they bought, added, and sold, in dollars — and helps you judge whether each move still matters, with AI-powered explanations.
Data as of 2026-05-07114 funds
Daily public research
Selected for Aug 1, 2026 · refreshes daily
Fundsmith 13F research
Fundsmith holdings and Terry Smith portfolio research
Explore the latest disclosed holdings, concentration, sector exposure and a curated public research conversation.
13F holdingsCurated Q&A
View research13F universe
13F Discovery Radar
Track the latest 13F rotation signals across managers, industries, and high-conviction stock moves. 2025-12-31 -> 2026-03-31.
Managers
133
Industries
25
Stocks
500
Latest active flow
-$70B
2026-03-31
Equity withdrawal proxy
+$564B
2025-12-31 -> 2026-03-31
SPY indexed
+146.7%
2026-03-31
Capital Rotation Timeline
Stacked sectors show share-count-implied active capital; the amber line tracks SPY.
Latest flow
-$70B
SPY
+146.7%
FinancialsHealth CareInformation TechnologyIndustrialsConsumer DiscretionaryConsumer StaplesWithdrawal proxySPY
Macro Rotation Heatmap
Area ranks current 13F exposure. Color shows active flow momentum from the latest filings.
All industriesNet inflowNet outflow
Active flow momentumTrimmedFlatAdded
Largest industry rotations
Software and Services
Information Technology
-$19B
-11.5%84 Buyers / 79 Sellers
Energy
Energy
-$13B
-16.8%49 Buyers / 64 Sellers
Financial Services
Financials
-$7.6B
-2.8%84 Buyers / 98 Sellers
Consumer Services
Consumer Discretionary
-$7.1B
-14.9%56 Buyers / 72 Sellers
Consumer Discretionary Distribution and Retail
Consumer Discretionary
-$6.7B
-5.4%74 Buyers / 81 Sellers
Health Care Equipment and Services
Health Care
-$5.9B
-6.1%69 Buyers / 71 Sellers
Highest conviction stock moves
| Ticker | Industry | Active flow | Conviction |
|---|---|---|---|
MSFT Microsoft Corporation | Software and Services | -$12B | +1.3% |
GOOGL Alphabet Inc. | Media and Entertainment | +$8.3B | +1.1% |
MA Mastercard Incorporated | Financial Services | -$2.8B | +0.8% |
DAL Delta Air Lines, Inc. | Transportation | +$2.5B | +1.0% |
NFLX Netflix, Inc. | Media and Entertainment | -$2.3B | +0.9% |
AMZN Amazon.com, Inc. | Consumer Discretionary Distribution and Retail | -$2.3B | +1.5% |
ABBV AbbVie Inc. | Pharmaceuticals, Biotechnology and Life Sciences | +$1.9B | +0.2% |
UNH UnitedHealth Group Incorporated | Health Care Equipment and Services | -$1.8B | +0.3% |
Largest manager books
Fisher Asset Management, LLC
AUM
+$203B
Turnover
+3.8%
Large CapGrowthLong-term Holder
PRIMECAP Management Company
AUM
+$118B
Turnover
+2.1%
Large CapGrowthLong-term Holder
Dodge & Cox Funds - Dodge & Cox Stock Fund
AUM
+$101B
Turnover
+5.6%
Large CapGrowthLong-term Holder
