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
+10.83%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$105B
AUM Growth
+$105B
(+14%)
Cap. Flow
+$3.26B
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
80.59%
Holding
45
New
2
Increased
7
Reduced
5
Closed
2
Top Buys
| 1 |
Goldman Sachs
GS
|
$2.24B |
| 2 |
USG
Usg
USG
|
$506M |
| 3 |
DaVita
DVA
|
$318M |
| 4 |
GE Aerospace
GE
|
$280M |
| 5 |
Liberty Global Class A
LBTYA
|
$262M |
Top Sells
| 1 |
Suncor Energy
SU
|
$176M |
| 2 |
ConocoPhillips
COP
|
$173M |
| 3 |
Liberty Media Series A
FWONA
|
$47.2M |
| 4 |
STRZA
Starz - Series A
STRZA
|
$31.6M |
| 5 |
DISH
DISH Network Corp.
DISH
|
$24.6M |
Sector Composition
| 1 | Financials | 42.62% |
| 2 | Consumer Staples | 25.18% |
| 3 | Technology | 15.22% |
| 4 | Energy | 7.82% |
| 5 | Healthcare | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo
WFC
$263B
| $21B | 20.07% | 463,458,123 +326,500 | +0.1% | +$14.8M |
|
2
Coca-Cola
KO
$297B
| $16.5B | 15.76% | 400,000,000 | – | – |
|
3
American Express
AXP
$231B
| $13.8B | 13.12% | 151,610,700 | – | – |
|
4
IBM
IBM
$227B
| $12.8B | 12.19% | 68,121,984 | – | – |
|
5
Procter & Gamble
PG
$368B
| $4.3B | 4.1% | 52,793,078 | – | – |
|
6
Exxon Mobil
XOM
$487B
| $4.16B | 3.97% | 41,129,643 +1,040,272 | +3% | +$105M |
|
7
Walmart
WMT
$774B
| $3.89B | 3.71% | 49,483,733 +236,498 | +0.5% | +$18.6M |
|
8
US Bancorp
USB
$76B
| $3.2B | 3.06% | 79,320,901 +203,400 | +0.3% | +$8.22M |
|
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.52B | 2.41% | 36,514,700 | – | – |
|
|
10
DaVita
DVA
$9.85B
| $2.31B | 2.2% | 36,461,294 +5,014,464 | +16% | +$318M |
|
|
11
Goldman Sachs
GS
$226B
| $2.24B | 2.14% | +12,631,531 | New | +$2.24B |
|
12
Phillips 66
PSX
$54B
| $2.1B | 2% | 27,163,918 | – | – |
|
13
Moody's
MCO
$91.4B
| $1.94B | 1.85% | 24,669,778 -252,400 | -1% | -$19.8M |
|
14
General Motors
GM
$55.8B
| $1.63B | 1.56% | 40,000,000 | – | – |
|
15
Graham Holdings Company
GHC
$4.74B
| $1.15B | 1.09% | 1,727,765 | – | – |
|
|
USG
16
DELISTED
Usg
USG
| $990M | 0.94% | 34,890,174 +17,817,982 | +104% | +$506M |
|
17
Bank of New York Mellon
BK
$74.5B
| $861M | 0.82% | 24,652,836 | – | – |
|
|
CBI
18
DELISTED
Chicago Bridge & Iron Nv
CBI
| $794M | 0.76% | 9,550,755 | – | – |
|
|
19
ConocoPhillips
COP
$124B
| $783M | 0.75% | 11,079,958 -2,449,312 | -18% | -$173M |
|
|
20
Liberty Media Series A
FWONA
$22.5B
| $775M | 0.74% | 5,300,000 -322,340 | -6% | -$47.2M |
|
21
NOV
NOV
$4.94B
| $706M | 0.67% | 8,880,000 | – | – |
|
|
VIAB
22
DELISTED
Viacom Inc. Class B
VIAB
| $664M | 0.63% | 7,607,200 | – | – |
|
23
VeriSign
VRSN
$25.5B
| $655M | 0.63% | 10,961,520 | – | – |
|
24
M&T Bank
MTB
$31.5B
| $627M | 0.6% | 5,382,040 | – | – |
|
|
PCP
25
DELISTED
PRECISION CASTPARTS CORP
PCP
| $532M | 0.51% | 1,977,336 | – | – |
|