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
+4.74%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$215B
AUM Growth
+$215B
(+3.2%)
Cap. Flow
-$2.23B
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
81.12%
Holding
49
New
2
Increased
–
Reduced
4
Closed
1
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$332M |
| 2 |
RH
RH
|
$206M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.59B |
| 2 |
RHT
Red Hat Inc
RHT
|
$971M |
| 3 |
Apple
AAPL
|
$168M |
| 4 |
Phillips 66
PSX
|
$37.9M |
| 5 |
SiriusXM
SIRI
|
$10.3M |
Sector Composition
| 1 | Financials | 45.81% |
| 2 | Technology | 27.33% |
| 3 | Consumer Staples | 15% |
| 4 | Industrials | 4.71% |
| 5 | Consumer Discretionary | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $55.7B | 25.96% | 248,838,679 -750,650 | -0.3% | -$168M |
|
2
Bank of America
BAC
$376B
| $27B | 12.6% | 927,248,600 | – | – |
|
3
Coca-Cola
KO
$297B
| $21.8B | 10.14% | 400,000,000 | – | – |
|
|
4
Wells Fargo
WFC
$263B
| $19.1B | 8.89% | 378,369,018 -31,434,755 | -8% | -$1.59B |
|
5
American Express
AXP
$231B
| $17.9B | 8.35% | 151,610,700 | – | – |
|
6
Kraft Heinz
KHC
$33.1B
| $9.1B | 4.24% | 325,634,818 | – | – |
|
7
US Bancorp
USB
$76B
| $7.33B | 3.41% | 132,459,618 | – | – |
|
8
JPMorgan Chase
JPM
$829B
| $7B | 3.26% | 59,514,932 | – | – |
|
9
Moody's
MCO
$91.4B
| $5.05B | 2.35% | 24,669,778 | – | – |
|
10
Delta Air Lines
DAL
$40.3B
| $4.08B | 1.9% | 70,910,456 | – | – |
|
11
Goldman Sachs
GS
$226B
| $3.8B | 1.77% | 18,353,635 | – | – |
|
12
Bank of New York Mellon
BK
$74.5B
| $3.66B | 1.7% | 80,937,250 | – | – |
|
13
Southwest Airlines
LUV
$17.3B
| $2.9B | 1.35% | 53,649,213 | – | – |
|
14
General Motors
GM
$55.8B
| $2.71B | 1.26% | 72,269,696 | – | – |
|
15
VeriSign
VRSN
$25.5B
| $2.44B | 1.14% | 12,952,745 | – | – |
|
16
Charter Communications
CHTR
$36.3B
| $2.24B | 1.04% | 5,426,609 | – | – |
|
17
DaVita
DVA
$9.85B
| $2.2B | 1.03% | 38,565,570 | – | – |
|
18
United Airlines
UAL
$34B
| $1.94B | 0.9% | 21,938,642 | – | – |
|
19
Visa
V
$683B
| $1.82B | 0.85% | 10,562,460 | – | – |
|
20
Mastercard
MA
$538B
| $1.34B | 0.62% | 4,934,756 | – | – |
|
|
LSXMK
21
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.3B | 0.61% | 31,090,985 | – | – |
|
22
Costco
COST
$418B
| $1.25B | 0.58% | 4,333,363 | – | – |
|
23
PNC Financial Services
PNC
$81.7B
| $1.22B | 0.57% | 8,671,054 | – | – |
|
24
American Airlines Group
AAL
$8.82B
| $1.18B | 0.55% | 43,700,000 | – | – |
|
25
Amazon
AMZN
$2.44T
| $933M | 0.43% | 537,300 | – | – |
|