Will Howie Buffett Keep Berkshire Ahead of the S&P 500? What Retail Investors Need to Know

Warren Buffett has stepped down as chairman of Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:BRK), handing the position to his son, Howie Buffett.

091 trillion conglomerate completes its leadership transition, retail investors are weighing whether the company can keep beating the S&P 500. 56% gain.

70% rise. 58% Read Also: Warren Buffett Steps Down as Berkshire's Chair — Son Howard Takes to Succeed: 'Father Time Always Wins' ‘Uncharted Territory’ Howard Buffett, also known as Howie, 71, assumes the role after serving on the board for 33 years.

” Buffett, 96, will remain on the board as chairman emeritus. co/71LIf9obvJ via @WSJ— David Kass (@DrDavidKass) September 20, 2026 Berkshire Reshapes Portfolio Under Abel Greg Abel, who took over as CEO at the end of 2025, is actively reshaping the portfolio.

Berkshire’s latest 13F filing revealed a 58% reduction in its Capital One Financial Corp. (NYSE:COF) stake.

Conversely, the company expanded its holdings in Alphabet Inc. Class C (NASDAQ:GOOG) by 658%, making the tech giant a top-three investment.

R. Horton Inc.

(NYSE:DHI) while fully exiting Constellation Brands Inc. (NYSE:STZ).

Institutional Moves and Index Fund Strategy As Berkshire enters its next chapter, institutional holders are adjusting. The Gates Foundation Trust recently cut its Berkshire position by 14%, shifting $800 million into Home Depot Inc.

(NYSE:HD) and FedEx Freight Holding Company Inc. (NYSE:FDXF).

For retail investors, Warren Buffett’s long-standing advice remains relevant. Buffett has repeatedly recommended low-cost S&P 500 index funds for investors who don’t want to select individual stocks, such as the Vanguard S&P 500 ETF (NYSE:VOO), over active stock picking.

Investors must now decide if Berkshire’s cultural safeguards and new capital strategies will continue to outpace the broader market. Read Also: Marjorie Taylor Greene Slams Trump Plan to Turn Arch Into 'Top Grade' Military Complex: 'Power Hungry Ego Obsessed' President Will 'Soon Lose Power' Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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