Dataroma.com tracks investment activities of successful value oriented “super investors” such as Warren Buffett, David Einhorn and Bruce Berkowitz. Here I examine the top 10 most owned stocks by the 49 investors tracked by Dataroma. Microsoft (MSFT) is the most owned stock currently (24 out of 49 investors holding it). Goldman Sachs (GS) is the 10th most owned stock (13 out of 49 investors holding it). As you can see from the table below, the Top 10 has changed relatively little in two years. Apart from Cisco Systems (CSCO), Berkshire Hathaway B (BRK.B), Procter & Gamble (PG) and Goldman Sachs, all others have been in the top 10 in the second quarter of 2009, 2010 and 2011:
A closer look at history reveals that Microsoft and Johnson & Johnson (JNJ) have been in the top three every quarter for the last four years. Wal-Mart Stores (WMT) and American Express (AXP) have been in the top 10 every quarter for the last four years.
Pfizer (PFE), Wells Fargo (WFC) and Berkshire Hathaway have been clearly also long time favorites of the famous value investors. Cisco Systems and Procter & Gamble have made a steady rise in the top 40 towards the top 10 during the last four years.