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
+1.89%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$130B
AUM Growth
+$130B
(+0.88%)
Cap. Flow
-$158M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
84.12%
Holding
49
New
2
Increased
5
Reduced
7
Closed
–
Top Buys
Top Sells
| 1 |
Walmart
WMT
|
$1.1B |
| 2 |
Liberty Media Series C
FWONK
|
$285M |
| 3 |
Charter Communications
CHTR
|
$226M |
| 4 |
Suncor Energy
SU
|
$214M |
| 5 |
Liberty Media Series A
FWONA
|
$144M |
Sector Composition
| 1 | Consumer Staples | 39.06% |
| 2 | Financials | 32.63% |
| 3 | Technology | 11.49% |
| 4 | Energy | 5.68% |
| 5 | Communication Services | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$33.1B
| $28.8B | 22.21% | 325,634,818 | – | – |
|
2
Wells Fargo
WFC
$263B
| $22.7B | 17.5% | 479,704,270 | – | – |
|
3
Coca-Cola
KO
$297B
| $18.1B | 13.98% | 400,000,000 | – | – |
|
4
IBM
IBM
$227B
| $12.3B | 9.51% | 81,232,303 | – | – |
|
5
American Express
AXP
$231B
| $9.21B | 7.1% | 151,610,700 | – | – |
|
6
Phillips 66
PSX
$54B
| $6.25B | 4.82% | 78,782,000 +3,231,255 | +4% | +$256M |
|
7
US Bancorp
USB
$76B
| $3.43B | 2.64% | 85,063,167 | – | – |
|
8
DaVita
DVA
$9.85B
| $2.98B | 2.3% | 38,565,570 | – | – |
|
|
9
Walmart
WMT
$774B
| $2.94B | 2.26% | 40,226,402 -15,009,461 | -27% | -$1.1B |
|
10
Moody's
MCO
$91.4B
| $2.31B | 1.78% | 24,669,778 | – | – |
|
|
11
Charter Communications
CHTR
$36.3B
| $2.13B | 1.65% | 9,337,491 -989,312 | -10% | -$226M |
|
12
Deere & Co
DE
$130B
| $1.78B | 1.37% | 21,959,246 -1,321,748 | -6% | -$107M |
|
13
Goldman Sachs
GS
$226B
| $1.63B | 1.26% | 10,959,519 | – | – |
|
14
Apple
AAPL
$3.45T
| $1.46B | 1.12% | 15,227,702 +5,415,955 | +55% | +$518M |
|
15
General Motors
GM
$55.8B
| $1.42B | 1.09% | 50,000,000 | – | – |
|
16
VeriSign
VRSN
$25.5B
| $1.12B | 0.86% | 12,952,745 -32,255 | -0.2% | -$2.79M |
|
|
USG
17
DELISTED
Usg
USG
| $1.05B | 0.81% | 39,002,016 | – | – |
|
18
Verizon
VZ
$186B
| $838M | 0.65% | 15,000,928 | – | – |
|
19
Bank of New York Mellon
BK
$74.5B
| $809M | 0.62% | 20,827,212 | – | – |
|
20
Visa
V
$683B
| $759M | 0.59% | 10,239,160 | – | – |
|
21
Costco
COST
$418B
| $681M | 0.52% | 4,333,363 | – | – |
|
22
M&T Bank
MTB
$31.5B
| $636M | 0.49% | 5,382,040 | – | – |
|
23
Axalta
AXTA
$6.77B
| $619M | 0.48% | 23,324,000 | – | – |
|
|
24
Suncor Energy
SU
$50.1B
| $618M | 0.48% | 22,275,381 -7,724,619 | -26% | -$214M |
|
|
LSXMK
25
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $617M | 0.48% | +20,000,000 | New | +$617M |
|