What AI stocks does Warren Buffett own

A detailed, source-backed review of the AI-related publicly traded equities held by Warren Buffett and Berkshire Hathaway — who holds what, why those names are classed as “AI stocks,” portfolio wei...

2025-11-11 16:00:00

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What AI stocks does Warren Buffett own

what ai stocks does warren buffett own is a common question for investors trying to map Berkshire Hathaway’s large-cap stock picks to the AI theme. This article explains which publicly traded companies held by Warren Buffett and Berkshire Hathaway are commonly classified as AI-related, why they qualify, how large those positions were in recent press reports, and what investors should consider when interpreting Berkshire’s exposures. As of the reporting dates cited below, the coverage focuses on U.S. equity holdings disclosed through public filings and press reporting — not other uses of “AI” or non-equity exposures.

Scope and definition

For this article, "AI stocks" means publicly traded companies whose core products, infrastructure, services, or strategic direction substantially involve artificial intelligence (machine learning models, AI-driven services, AI chips, or cloud AI infrastructure). It excludes companies that merely use AI peripherally in internal processes unless their market value or business model is materially tied to AI products or AI infrastructure.

Reporting dates and figures are drawn from press articles and public filings cited in the references. Where the press provides portfolio percentages or claims about holdings, the article uses the press date and attribution language such as: "As of [date], according to [source]..." Readers should consult the latest filings (for example, Berkshire’s SEC filings and 13F disclosures) for up-to-date positions.

Overview of Warren Buffett’s and Berkshire Hathaway’s investment approach to technology and AI

Warren Buffett has historically expressed caution about investing in technology companies he perceives as lacking durable, predictable moats or clear earnings visibility. Over time, Berkshire Hathaway’s stance toward large-cap technology evolved: Buffett and his lieutenants began allocating significant capital to a few tech leaders with durable competitive advantages. Ted Weschler and Todd Combs, who run material portions of Berkshire’s actively managed equity sleeve, and independent managers who manage smaller tranches, have influenced this evolution. The result: Berkshire’s public-equity portfolio now includes major tech companies that are also central players in AI infrastructure, services, or device-level AI — and therefore often appear in lists answering what ai stocks does warren buffett own.

AI-related stocks held by Warren Buffett / Berkshire Hathaway

The following companies have been reported by reputable press outlets and filings as AI-related positions in Berkshire’s mix. Each entry summarizes why the company is commonly categorized as an AI stock and cites press reporting where applicable.

Apple Inc. (AAPL)

As Berkshire’s largest publicly disclosed equity holding in recent years, Apple is usually the first company mentioned when investors ask what ai stocks does warren buffett own. Berkshire’s Apple position has been a long-term core holding and historically represented the single largest weighting in Berkshire’s publicly disclosed common-stock portfolio.

Why Apple is considered an AI-related holding:

Device-level AI: Apple has invested in on-device machine learning and integrated AI features across iPhone, iPad, and Mac, positioning product differentiation around privacy-preserving, device-level intelligence.
Services and software monetization: Apple’s services business (App Store, iCloud, Apple Music, Apple TV+, and emerging intelligence features) benefits from AI-driven personalization and recommendation systems that can support higher margins and recurring revenue.
Corporate positioning: Apple announced initiatives and product roadmaps that emphasize AI features, sometimes labeled as Apple Intelligence or similar branding in press briefings and product updates.

As of Dec 18, 2025, according to reporting referenced below, Apple remained the largest single equity in Berkshire’s portfolio by market value and a key reason Berkshire appears in AI-themed portfolio tallies. Press outlets have also reported instances of trims and sells at different times — investor filings and 13F summaries provide the exact timing and size of changes.

Amazon.com, Inc. (AMZN)

Amazon is included among the companies described when readers ask what ai stocks does warren buffett own because of Amazon Web Services (AWS) — one of the largest global cloud providers and a major provider of AI infrastructure and model deployment services.

Why Amazon is considered an AI-related holding:

AWS AI services: AWS offers managed ML and AI platforms (for example, developer-facing machine learning services, model hosting, and tools for training and inference) that underlie many enterprise AI deployments.
AI chips and infrastructure: Amazon has developed custom chips and accelerators for ML workloads and offers specialized services that compete for enterprise AI spending.
Data and platform advantages: Amazon’s data, customer base, and scale create favorable dynamics for AI-driven product improvements across retail, logistics, advertising, and cloud operations.

As of Dec 13–18, 2025, multiple outlets reported Amazon among Berkshire’s AI-relevant holdings; those reports attribute AWS as the core AI franchise that justifies calling Amazon an AI stock in a Berkshire context.

Alphabet Inc. (GOOG / GOOGL)

Alphabet has been reported in press summaries of Berkshire’s AI exposure, and it qualifies as an AI stock because Alphabet develops and monetizes large AI models, search-related AI features, and custom hardware (such as TPUs) to serve massive machine-learning workloads.

Why Alphabet is considered an AI-related holding:

AI products: Alphabet integrates advanced AI into Search, Assistant, advertising products, and productivity tools. Public launches of generative AI models (branded names in press reports) are core to its growth thesis.
Infrastructure and custom silicon: Alphabet operates data-center scale infrastructure and develops accelerators designed for training and inference, giving scale advantages.
Monetization pathways: Alphabet’s advertising and cloud businesses provide clear paths to monetize AI enhancements at scale.

As of Dec 13, 2025, according to the press reports cited below, Berkshire was reported to have initiated or increased positions in Alphabet in the window that generated AI-themed portfolio stories. Those accounts explain why Alphabet is included when answering what ai stocks does warren buffett own.

Other holdings with AI exposure (e.g., Cisco Systems, Qualcomm)

Berkshire’s portfolio can include smaller positions or indirect exposures through affiliated funds and subsidiary-managed sleeves. Names sometimes noted as peripheral AI exposures include networking and semiconductor suppliers that sell products used in AI deployments or that incorporate AI features themselves.

Examples and why they’re considered peripheral:

Cisco Systems: As a provider of networking equipment and enterprise software, Cisco embeds AI-driven features in observability, security, and operations. These uses are often internal or enterprise-facing rather than AI product franchises.
Qualcomm: As a chip designer with a growing focus on on-device AI accelerators and mobile AI capabilities, Qualcomm can be part of the AI value chain — but consumer and mobile end markets distinguish it from cloud AI leaders.
Small positions via asset managers: Certain technology names with AI-relevant applications may appear in Berkshire’s aggregated holdings when sub-managers (for example, independent asset managers run by New England Asset Management) execute trades in smaller size.

Because these stocks are not the portfolio’s primary AI bets, they are best described as indirect or peripheral AI exposures in the context of the question what ai stocks does warren buffett own.

Portfolio allocation and reported percentages

Media coverage in late 2025 summarized Berkshire’s AI-weighted exposure in headline-friendly terms. The exact percentages reported vary by outlet and by the date of the underlying filings.

Representative media findings (attributed):

As of Dec 18, 2025, according to a Nasdaq report, roughly 23% of a reported $317 billion public-equity portfolio was attributed to three companies often framed as AI stocks in press summaries.
Other outlets in late November and mid-December 2025 reported similar figures in the 23%–25% range for the combined weight of the three largest AI-related names in Berkshire’s publicly disclosed equity sleeve.

Important caveats:

These percentages reflect press calculations based on market values at the time of reporting and the holdings disclosed in filings or press sources; they can change materially with market moves and with subsequent trades.
Different reporters may include slightly different lists when labeling "AI stocks," so headline percentages depend on that inclusion rule.

Timeline of notable purchases, sales, and shifts

To answer what ai stocks does warren buffett own over time, here is a high-level chronology of major, publicly reported moves that shaped Berkshire’s AI-relevant exposures (dates refer to press reporting and filing windows cited in the references):

2016–2018: Berkshire began building a meaningful Apple stake that eventually became the largest single equity position. Over time, Apple became a central component of Berkshire’s public-equity value exposure.
2019–2021: Berkshire’s portfolio management team showed greater willingness to own select large-cap technology and e-commerce names, increasing the universe of tech exposures under management.
Late 2023–2025: Press reports and filings indicated that Berkshire added or increased stakes in AI-relevant companies such as Amazon and Alphabet in various windows; by late 2025, several outlets highlighted the combined AI-weighted exposure across the top names.
Throughout 2024–2025: Media noted occasional trims and opportunistic sells in Apple and other large positions; filings and quarterly reports list the timing and size of such changes.

As filings are updated each quarter and 13F disclosures lag, the timeline above relies on media reports and should be cross-checked with the latest SEC filings for precise trade dates and sizes.

Role of Berkshire investment team in AI exposures

Understanding who makes investment decisions helps explain why Berkshire’s AI exposures look the way they do. Warren Buffett remains the chairman and chief allocator by reputation, but three factors shape Berkshire’s public-equity AI exposures:

Warren Buffett’s long-term value discipline: Buffett emphasizes durable economics and predictable cash flows when evaluating companies.
Ted Weschler and Todd Combs: These two investment deputies manage sizable portions of Berkshire’s public-equity sleeve and have autonomy to find large-cap opportunities — including technology names that fit Berkshire’s economic criteria.
Independent external managers: Berkshire has historically allocated smaller pools of capital to outside managers (for example, New England Asset Management) to handle parts of the portfolio. Those managers may introduce exposures in smaller-cap or sector niches, including certain AI-adjacent names.

Collectively, these actors explain why Berkshire’s portfolio blends Buffett-style value picks (like long-held consumer franchises) with sizable stakes in tech companies that meet the firm’s moat and earnings stability tests.

Market and strategic rationale

Analysts and reporters commonly offer several rationales for why Berkshire owns firms that are also central to the AI theme. The headline reasons that appear across reporting are:

Durable moats at scale: Firms like Apple, Alphabet, and Amazon possess strong network effects, large installed bases, or infrastructural scale that can sustain outsized returns on capital.
Monetizable AI levers: AI is expected to enhance existing revenue streams (search and ads for Alphabet, services and devices for Apple, cloud for Amazon) rather than produce speculative new markets in the near term.
Selectivity consistent with value discipline: Rather than owning many small AI startups, Berkshire’s approach — as seen in press reports — is to allocate to established, cash-generative companies with proven business models and strategic AI initiatives.

These rationales help explain why press accounts include certain large tech names when readers ask what ai stocks does warren buffett own.

Criticisms, risks, and counterarguments

Press commentary and analyst notes also highlight counterarguments and risks related to labeling Berkshire’s holdings as AI bets:

Using AI vs. being AI-native: Many companies use AI as an operational or product enhancement. Critics note the distinction between firms that depend on AI for their core value proposition and those that merely apply AI internally.
Valuation sensitivity: Technology and AI-related growth expectations can lead to valuation multiples that expose investors to higher downside if monetization lags.
Timing and attribution: Media aggregations that claim a specific percentage of Berkshire’s portfolio is invested in AI names depend heavily on which companies are included and on the timing of price changes and filings.
Management and strategy risk: AI development entails large ongoing investments in R&D, data infrastructure, and talent — and competitive dynamics in AI are fast-moving, which could challenge incumbents.

These critiques underscore the need for careful interpretation when using Berkshire’s holdings as a signal for AI investment strategies.

Implications for investors and how to interpret Berkshire’s AI exposure

Practical considerations for investors asking what ai stocks does warren buffett own and what that implies for personal portfolios:

Different horizons and scales: Berkshire’s capital base and time horizon differ from most individual investors; its stakes and trade rationale may not translate directly into actionable ideas for retail portfolios.
Signal vs. confirmation bias: Berkshire’s ownership of large AI-capable firms can be a useful data point, but it should not be the sole basis for investment decisions. Confirm with fundamentals, valuations, and your investment time horizon.
Portfolio construction: For investors seeking AI exposure, consider whether you want concentrated exposure to a few large incumbents (like the names discussed here) or diversified exposure across infrastructure, software, and chip firms — bearing in mind diversification, fees, and risk tolerance.
Execution and access: If you trade equities, choose regulated trading platforms and custody options that match your needs; consider Bitget as a platform reference point when selecting an exchange or trading venue and Bitget Wallet when considering custody for digital asset access that some investors use for alternative AI-related exposures.

Remember: this article is informational and not personalized investment advice. Always consult official filings and your financial advisor before making investment decisions.

Data sources and reporting notes

As of the dates cited in the referenced reporting, press outlets summarized Berkshire’s positions and produced AI-themed tallies. Key points about data and methodology:

Primary sources used: press reporting from the outlets listed in the References section, plus Berkshire Hathaway public filings (including annual reports and 13F filings where applicable).
Reporting dates: When a figure or portfolio percentage is cited, the article uses attribution language such as "As of [date], according to [source]" so readers can match claims to the reporting window.
Quantifiable metrics: Reported figures in press accounts include portfolio-market-value calculations and percentages attributed to a small set of large-cap holdings; those numbers are sensitive to share prices and filing windows.
Limitations: 13F filings disclose positions held by institutional managers at quarter-end but do not show intra-quarter trades or positions in non-U.S. equities or certain derivatives. Berkshire’s subsidiaries and private holdings are not fully captured by 13F data.

References (selected reporting and analyses)

Selected press articles and analyses used to compile this overview — titles, publishers, and publication dates (no external links included):

"2 Unstoppable AI Stocks That Warren Buffett and Berkshire ..." — The Motley Fool (Dec 28, 2025)
"Warren Buffett's Biggest Artificial Intelligence Bets in 2026: 23%..." — The Motley Fool (Dec 13, 2025)
"23% of Warren Buffett's $317 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks" — Nasdaq (Dec 18, 2025)
"24% of Warren Buffett's Portfolio is Invested in These 3 Artificial ..." — Yahoo Finance (Nov 29, 2025)
"25% of Warren Buffett's Portfolio Is Invested in These 3 Unstoppable AI Stocks" — The Motley Fool (Nov 29, 2025)
Other Motley Fool pieces and related analyses from late 2025 cited in press aggregations and reporting

Readers who require the most current position data should consult Berkshire Hathaway’s latest SEC filings and regulatory disclosures.

Final takeaways

When readers ask what ai stocks does warren buffett own, the short factual answer based on late-2025 reporting is that Berkshire’s most notable AI-relevant public-equity holdings — commonly cited by press outlets — include Apple, Amazon, and Alphabet, with additional smaller or indirect exposures in companies that supply AI infrastructure or embed AI features. Press estimates in late 2025 placed the combined weight of the top three at roughly 23%–25% of the public-equity portfolio, depending on the outlet and timing of the calculation.

These holdings reflect Berkshire’s selective approach: prefer large firms with strong cash generation, durable moats, and clear routes to monetize AI-driven product improvements. That said, labelling these giants as "AI stocks" can overstate the extent to which their valuations depend solely on AI development; many remain diversified businesses with multiple revenue engines.

Want to track these names and compare filings yourself? Start with Berkshire’s SEC disclosures and quarterly 13F filings, and follow company investor relations updates for Apple, Amazon, and Alphabet. For trade execution and custody choices tied to equity and digital asset strategies, explore Bitget’s platform and Bitget Wallet as one integrated option for market access.

As of Dec 18, 2025, according to Nasdaq and corroborated by late-2025 press summaries, the AI-related holdings described above were the primary names referenced in media analyses answering what ai stocks does warren buffett own. Always verify with the latest filings for changes since those reports.

Explore more on Bitget: learn how professional-grade tools, custody options, and educational resources can help you research and act on thematic questions — including AI-related stock exposure — while keeping risk management and due diligence central to your approach.

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