Warren Buffett vs Bill Ackman

Portfolio overlap & divergence from the latest 13F filings.

Warren Buffett

Berkshire Hathaway

value

Bill Ackman

Pershing Square

activist

Shared holdings

Portfolio overlap

Positions (A · B)

29 · 11

Stocks they both own

Stock	Warren %	Bill %
$GOOGL ALPHABET INC	5.9%	0.1%
$GOOG ALPHABET INC	0.4%	0.7%

Only Warren Buffett owns

$AAPL22%$AXP17.4%$KO11.6%$BAC9.5%$CVX6.6%$OXY6.5%$CB4.2%$MCO4.1%$KHC2.8%$DVA1.8%

Only Bill Ackman owns

$BN17.6%$AMZN17.4%$UBER15.7%$MSFT15.3%$QSR12.2%$META11.1%$HHH8.7%$SEG0.8%$HTZ0.5%

Frequently asked

What stocks do Warren Buffett and Bill Ackman both own?

They share 2 holdings, the largest overlaps being $GOOGL, $GOOG.

How similar are their portfolios?

Their disclosed long books overlap roughly 5% by position set. Warren Buffett runs 29 positions; Bill Ackman runs 11.

More comparisons

Buffett vs Burry Buffett vs Wood Buffett vs Aschenbrenner Buffett vs Griffin Buffett vs Druckenmiller Buffett vs Dalio Buffett vs Soros Buffett vs Icahn Buffett vs Tepper Buffett vs Coleman

Overlap computed from disclosed long equity positions (SEC 13F / N-PORT). Diversified books are capped to their largest positions. Not financial advice.