Berkshire Hathaway Portfolio holdings
AUM
$258B
Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.
This Quarter Return
+3.23%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$91.9B
AUM Growth
–
Cap. Flow
+$91.9B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.83%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$19.1B |
| 2 |
Coca-Cola
KO
|
$16B |
| 3 |
IBM
IBM
|
$13B |
| 4 |
American Express
AXP
|
$11.3B |
| 5 |
Procter & Gamble
PG
|
$4.06B |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 40.15% |
| 2 | Consumer Staples | 27.34% |
| 3 | Technology | 17.2% |
| 4 | Energy | 7.64% |
| 5 | Healthcare | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$263B
| $19.1B | 20.81% | +463,131,623 | New | +$19.1B |
|
|
2
Coca-Cola
KO
$297B
| $16B | 17.47% | +400,000,000 | New | +$16B |
|
|
3
IBM
IBM
$227B
| $13B | 14.17% | +68,121,984 | New | +$13B |
|
|
4
American Express
AXP
$231B
| $11.3B | 12.34% | +151,610,700 | New | +$11.3B |
|
|
5
Procter & Gamble
PG
$368B
| $4.06B | 4.43% | +52,793,078 | New | +$4.06B |
|
6
Walmart
WMT
$774B
| $3.67B | 3.99% | +49,247,235 | New | +$3.67B |
|
7
US Bancorp
USB
$76B
| $2.83B | 3.08% | +78,277,301 | New | +$2.83B |
|
8
Exxon Mobil
XOM
$487B
| $2.82B | 3.07% | +31,244,110 | New | +$2.82B |
|
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.3B | 2.5% | +37,275,400 | New | +$2.3B |
|
10
DaVita
DVA
$9.85B
| $1.81B | 1.97% | +14,973,906 | New | +$1.81B |
|
11
Phillips 66
PSX
$54B
| $1.6B | 1.74% | +27,163,918 | New | +$1.6B |
|
12
Moody's
MCO
$91.4B
| $1.52B | 1.65% | +24,922,178 | New | +$1.52B |
|
13
ConocoPhillips
COP
$124B
| $1.46B | 1.59% | +24,123,911 | New | +$1.46B |
|
14
General Motors
GM
$55.8B
| $1.33B | 1.45% | +40,000,000 | New | +$1.33B |
|
15
Graham Holdings Company
GHC
$4.74B
| $836M | 0.91% | +1,727,765 | New | +$836M |
|
16
Liberty Media Series A
FWONA
$22.5B
| $713M | 0.78% | +5,622,340 | New | +$713M |
|
17
Bank of New York Mellon
BK
$74.5B
| $691M | 0.75% | +24,644,029 | New | +$691M |
|
18
NOV
NOV
$4.94B
| $612M | 0.67% | +8,880,000 | New | +$612M |
|
19
M&T Bank
MTB
$31.5B
| $601M | 0.65% | +5,382,040 | New | +$601M |
|
|
CBI
20
DELISTED
Chicago Bridge & Iron Nv
CBI
| $570M | 0.62% | +9,550,755 | New | +$570M |
|
21
Suncor Energy
SU
$50.1B
| $524M | 0.57% | +17,769,457 | New | +$524M |
|
|
VIAB
22
DELISTED
Viacom Inc. Class B
VIAB
| $518M | 0.56% | +7,607,200 | New | +$518M |
|
23
VeriSign
VRSN
$25.5B
| $487M | 0.53% | +10,897,420 | New | +$487M |
|
24
Costco
COST
$418B
| $479M | 0.52% | +4,333,363 | New | +$479M |
|
|
PCP
25
DELISTED
PRECISION CASTPARTS CORP
PCP
| $447M | 0.49% | +1,977,336 | New | +$447M |
|