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Top 10 Guru-Held Stocks of the Fourth Quarter
Posted by: Monica Wolfe (IP Logged)
Date: February 21, 2014 05:23PM

Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies were held by the highest number of gurus. The following ten companies come from a variety of industries, are based actually all based out of the United States and are held by the largest number of gurus as of the close of the fourth quarter

Microsoft Corporation (MSFT)

The most gurus hold on to Microsoft Corporation. As of the close of the fourth quarter there were 57 gurus that held a position in the company. During the fourth quarter there 22 gurus buying shares of Microsoft and there were 28 making sells. These gurus hold a combined weighting of 133.22%.

The top guru shareholders of Microsoft:

1. Dodge & Cox: 85,715,099 shares, representing 1.03% of the company’s shares outstanding and 3.3% of their assets managed.

2. Jeff Ubben (Trades, Portfolio): 66,865,530 shares, representing 0.8% of the company’s shares outstanding and 20.7% of his total portfolio.

3. PRIMECAP Management (Trades, Portfolio): 62,626,141 shares, representing 0.75% of the company’s shares outstanding and 2.8% of their total portfolio holdings.

Microsoft develops, manufactures, licenses and supports a wide range of software products and services for many different types of computing devices.

Microsoft’s historical revenue and net income:

1393017711280.png

The analysis on Microsoft reports that the company’s price is near a 10-year high, its gross and operating margins have been in a 5-year decline and its interest coverage is comfortable, meaning they have enough cash to cover all debt. The company has also shown predictable revenue and earnings growth.

The Peter Lynch chart shows that Microsoft currently appears to be undervalued:

1393017732091.png

Microsoft has a market cap of $315.26 billion. Its shares are currently trading at around $37.98 with a P/E ratio of 13.90, a P/S ratio of 3.80 and a P/B ratio of 3.70. The company has a dividend yield of 2.70%. The company has also seen average earnings growth of 14.30% over the past ten years.

GuruFocus rated Microsoft the business predictability rank of 3-star.

Google (GOOG)

The second most guru-held stock is Google. As of the fourth quarter there were 48 gurus holding on to Google, with 18 gurus making buys and 24 gurus making sells over the quarter. These gurus hold a combined weighting of 127.94%.

The top guru shareholders of Google:

1. PRIMECAP Management (Trades, Portfolio): 3,022,299 shares, representing 0.91% of the shares outstanding and 4.1% of their total portfolio.

2. Chris Davis (Trades, Portfolio): 2,628,014 shares, representing 0.79% of the company’s shares outstanding and 7.2% of his total assets managed.

3. Frank Sands (Trades, Portfolio): 2,436,551 shares, representing 0.73% of the company’s shares outstanding and 7.1% of his total portfolio.

Google is a global technology company engaged in improving the ways people connect with information. The company's business is mainly focused around the following key areas: search, advertising, operating systems and platforms, enterprise and hardware products.

Google’s historical revenue and net income:

1393018373552.png

The analysis on Google reports that the company’s price is near a 10-year high, the company has issued $5 billion of debt over the past three years, its interest coverage is comfortable and it’s shown signs of predictable revenue and earnings growth.

The Peter Lynch Chart suggests that Google is currently overvalued:

1393018426383.png

Google has a market cap of $404.42 billion. Its shares are currently trading at around $1203.44 with a P/E ratio of 35.30, a P/S ratio of 6.80 and a P/B ratio of 4.60. The company had an annual average earnings growth of 31.50% over the past 10 years.

GuruFocus rated Google the business predictability rank of 2.5-star.

Apple (AAPL)

The third top guru-held stock of the fourth quarter is in Apple. As of the close of the most recent quarter there were 44 gurus with a position in Apple. There were 21 gurus making buys of Apple stock and 18 gurus selling their stake in the company. These gurus hold a combined weighting of 75.96%.

The top guru shareholders of Apple:

1. Carl Icahn: 4,730,739 shares, representing 0.52% of the company’s shares outstanding.

2. David Einhorn: 2,397,706 shares, representing 0.26% of the company’s shares outstanding.

3. Ken Fisher: 1,289,647 shares, representing 0.14% of the company’s shares outstanding.

Apple designs, manufactures, and markets personal computers, mobile communication devices, and portable digital music and video players and sell a variety of related software, services, peripherals, and networking solutions.

Apple’s historical revenue and net income:

1393018831761.png

The analysis on Apple reports that the company’s revenue has slowed over the past year, its asset growth is notably faster than its revenue growth and its operating margin is expanding.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393018854975.png

Apple has a market cap of $467.99 billion. Its shares are currently trading at around $524.66 with a P/E ratio of 13.20, a P/S ratio of 2.80 and a P/B ratio of 3.70. The company currently holds a dividend yield of 2.30% and has seen an annual average earnings growth of 60.10% over the past ten years.

GuruFocus rated Apple the business predictability rank of 4.5-star.

Wells Fargo & Co. (1393018854975.png">WFC)

Over the past quarter there were 43 guru shareholders of Wells Fargo stock. There were 16 making buys of the company’s shares and there were 18 gurus making sells of the company’s stock. These gurus hold a combined weighting of 156.66%.

The top three guru shareholders of Wells Fargo:

1. Warren Buffett: 463,458,123 shares, representing 8.73% of the company’s shares outstanding and 20.1% of Buffett’s total portfolio.

2. Dodge & Cox: 72,589,936 shares, representing 1.37% of the company’s shares outstanding and 3.4% of their total portfolio

3. Chris Davis: 57,541,470 shares, representing 1.08% of the company’s shares outstanding and 6.4% of his total portfolio

Wells Fargo is a financial services companies, providing a range of retail banking and brokerage, asset and wealth management and corporate and investment banking products and services to customers.

Wells Fargo’s historical revenue and net income:

1393019321154.png

The analysis on Wells Fargo reports that the company’s operating margin is expanding, its dividend yield is close to a 3-year high, its price is near a 10-year high and its revenue has been in decline over the past three years.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393019359008.png

Wells Fargo has a market cap of $240.2 billion. Its shares were traded at around $45.60 with a P/E ratio of 11.80, a P/S ratio of 2.90 and a P/B ratio of 1.60. The company offers a dividend yield of 2.66%. Wells Fargo had an annual average earnings growth of 1.60% over the past ten years.

Exxon Mobil Corporation (XOM)

The fifth most-held guru stock over the third quarter is in Exxon Mobil. There are 45 gurus with a stake in Exxon Mobil. Over the quarter there were 15 gurus making buys and 22 gurus selling parts or all of their holdings in the company. These gurus hold on to a combined weighting of 54.50%.

The top guru shareholders of Exxon Mobil:

1. Warren Buffett: 41,129,643 shares, representing 0.93% of the company’s shares outstanding

2. Bill Gates: 8,143,858 shares, representing 0.19% of the company’s shares outstanding.

3. Jeremy Grantham (Trades, Portfolio): 7,621,912 shares, representing 0.17% of the company’s shares outstanding.

Exxon Mobil’s main business is energy, involving exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.

Exxon Mobil’s historical revenue and net income:

1393020293205.png

The analysis on Exxon reports that the company’s revenue has been in decline over the past year, its price is inching closer to a 10-year high, it has issued $1.3 billion of debt in the past three years and the dividend yield is at a 10-year high.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393020355771.png

Exxon Mobil has a market cap of $415.14 billion. Its shares are currently trading at around $95.03 with a P/E ratio of 12.50, a P/S ratio of 1.00 and a P/B ratio of 2.40. The company had an annual average earnings growth of 7.00% over the past 10 years.

Citigroup (C)

Over the past quarter there were 42 gurus that held a stake in Citigroup. There were 16 gurus that were making buys in Citigroup and 19 gurus making sells of their stake in the company. These gurus hold on to a combined weighting of 95.51%.

The top three guru shareholders of Citigroup:

1. James Barrow: 22,342,519 shares, representing 0.73% of the company’s shares outstanding and 1.7% of his total assets managed.

2. HOTCHKIS & WILEY: 12,269,996 shares, representing 0.4% of the company’s shares outstanding and 2.7% of the fund’s total portfolio.

3. Ken Fisher: 11,201,654 shares, representing 0.37% of the company’s shares outstanding and 1.3% of his total portfolio.

Citigroup is a global financial services holding company, whose businesses provide consumers, corporations, governments and institutions with a range of financial services such as consumer banking, credit cards, corporate and investment banking, securities brokerage and wealth management.

Citigroup’s historical revenue and net income:

1393020905937.png

The analysis on Citigroup reports that the company’s revenue has been in decline over the past five years. It also notes that the company’s P/S ratio is nearing a 5-year high.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393020934173.png

Citigroup has a market cap of $146.37 billion. Its shares are currently being traded at around $48.26 with a P/E ratio of 12.20, a P/B ratio of 0.80 and a P/S ratio of 1.90.

Johnson & Johnson (JNJ)

The seventh most held company is Johnson & Johnson with 46 guru shareholders. During the past quarter there were16 gurus making buys and 19 gurus makings sells of their stake in JNJ. These gurus hold on to a combined weighting of 80.60%.

The top guru shareholders of Johnson & Johnson:

1. Jeremy Grantham: 19,775,624 shares, representing 0.7% of the company’s shares outstanding

2. James Barrow: 17,330,009 shares, representing 0.61% of the company’s shares outstanding.

3. PRIMECAP: 13,689,047 shares, representing 0.49% of the company’s shares outstanding.

Johnson & Johnson is engaged in the research and development, manufacture and sale of a range of products in the health care field. It is a holding company which has more than 250 operating companies. The company’s operating segments are focused in: consumer, pharmaceutical and medical devices and diagnostics.

Johnson & Johnson’s historical revenue and net income:

1393021372924.png

The analysis on Johnson & Johnson reports that the company’s operating margin is expanding, its dividend yield is near a 5-year low and its price is near a 10-year high.

The Peter Lynch Chart suggests that the company is currently overvalued:

1393021413464.png

Johnson & Johnson has a market cap of $258.22 billion. Its shares are currently trading at around $91.52 with a P/E ratio of 20.30, a P/S ratio of 3.80 and a P/B ratio of 3.80. The dividend yield of Johnson & Johnson is currently at 2.80%. Johnson & Johnson had an annual average earnings growth of 6.6% over the past ten years.

Cisco Systems (CSCO)

Over the past quarter there were 41 gurus that held a stake in Cisco Systems. During the third quarter there were 21 gurus making buys and 19 gurus selling shares of their stake in Cisco. These gurus hold a combined weighting of 62.97%.

Top guru shareholders of Cisco:

1. Donald Yacktman: 50,273,165 shares, representing 0.94% of the company’s shares outstanding and 5.3% of his total portfolio.

2. Jeremy Grantham: 49,830,519 shares, representing 0.93% of the company’s shares outstanding and 3.2% of his total portfolio.

3. Jean-Marie Eveillard: 43,088,314 shares, representing 0.81% of the company’s shares outstanding and 3.3% of his total portfolio.

Cisco Systems sells networking and communications products and provides related services. The company's two main products are switches and routers, but Cisco essentially touches everything in the networking industry. Cisco is the current leader in the data networking industry.

Cisco Systems’ historical revenue and net income:

1393021923780.png

The analysis on Cisco reports that the company has shown predictable revenue and earnings growth, its dividend yield is nearing a 3-year high and the company has issued $939 million of debt over the past three years, but overall its debt level is acceptable.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393022116240.png

Berkshire Hathaway (BRK.B)

As of the most recent quarter there were 40 guru shareholders of Berkshire Hathaway. There were 15 gurus making buys and 20 gurus making sells of their stake in the fourth quarter. These gurus hold a combined 132.48%.

The top three guru shareholders of Berkshire Hathaway:

- Bill Gates (Trades, Portfolio): 87,909,604 shares, representing 3.76% of the company’s shares outstanding and 50.8% of Gates’ total portfolio.

- Ken Fisher (Trades, Portfolio): 5,239,319 shares, representing 0.22% of the company’s shares outstanding and 1.4% of his total portfolio.

- Ruane Cunniff (Trades, Portfolio): 4,773,987 shares, representing 0.2% of the company’s shares outstanding and 3.1% of his total assets managed.

Berkshire Hathaway is a conglomerate holding company owning subsidiaries engaged in a number of business activities, including property and casualty insurance and reinsurance, utilities and energy, finance, manufacturing, service and retailing.

Berkshire Hathaway’s historical revenue and earnings growth:

1393022638547.png

The analysis on Berkshire Hathaway reports that the company’s price is near a 10-year high, it has shown predictable revenue and earnings growth and its operating margin is expanding.

The Peter Lynch Chart suggests that the company is currently undervalued:

1393022680331.png

Berkshire Hathaway has a market cap of $264.53 billion. Its shares are currently trading at around $113.18 with a P/E ratio of 13.90, a P/S ratio of 1.50 and a P/B ratio of 1.30. Berkshire Hathaway had an annual average earnings growth of 9.10% over the past ten years.

GuruFocus rated Berkshire Hathaway the business predictability rank of 3-star.

Bank of America Corporation (BAC)

As of the close of the fourth quarter there were 40 guru owners of Bank of America. During the past quarter there were 13 gurus buying shares of BAC and there were 21 gurus making sells of their stake in the company. These gurus maintain a combined weighting of 121.28%.

The top three guru shareholders of Bank of America:

1. Dodge & Cox: 125,324,421 shares, representing 1.17% of the company’s shares outstanding and 2% of their total portfolio.

2. Bruce Berkowitz: 99,742,115 shares, representing 0.93% of the company’s shares outstanding and 16% of his total portfolio.

3. James Barrow: 86,699,119 shares, representing 0.8% of the company’s shares outstanding and 1.9% of his total assets managed.

Bank of America, through its subsidiaries, provides a diversified range of banking and non-banking financial services and products through five business segments: Deposits, Card Services, Consumer Real Estate Services, Global Commercial Banking, Global Banking & Markets and Investment Management.

Bank of America’s historical revenue and net income:

1393023218787.png

The analysis on Bank of America reports that the company’s dividend yield is near a 10-year low and that its revenue has been in decline over the past five years.

The Peter Lynch Chart suggests that the company is currently overvalued:

1393023248068.png

Bank of America has a market cap of $173.75 billion. Its shares are currently trading at around $16.29 with a P/E ratio of 24.80, a P/S ratio of 2.20 and a P/B ratio of 0.76.

You can check out other top held sectors of the market by using the Aggregated Screener here.




Guru Discussed: Ken Fisher: Current Portfolio, Stock Picks
Dodge & Cox: Current Portfolio, Stock Picks
Stocks Discussed: MSFT, AAPL, GOOG, WFC, XOM, C, JNJ, CSCO, BRK.B, BAC,
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