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
+14.31%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$331B
AUM Growth
+$331B
(+13%)
Cap. Flow
-$977M
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
89.54%
Holding
46
New
3
Increased
4
Reduced
8
Closed
2
Top Buys
| 1 |
Chevron
CVX
|
$1.12B |
| 2 |
Nu Holdings
NU
|
$1B |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$975M |
| 4 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
$272M |
| 5 |
Liberty Media Series C
FWONK
|
$134M |
Top Sells
| 1 |
AbbVie
ABBV
|
$1.54B |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.05B |
| 3 |
Teva Pharmaceuticals
TEVA
|
$417M |
| 4 |
Marsh & McLennan
MMC
|
$406M |
| 5 |
Visa
V
|
$274M |
Sector Composition
| 1 | Technology | 49.56% |
| 2 | Financials | 29.29% |
| 3 | Consumer Staples | 11.56% |
| 4 | Communication Services | 3.49% |
| 5 | Consumer Discretionary | 1.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $158B | 47.6% | 887,135,554 | – | – |
|
2
Bank of America
BAC
$376B
| $44.9B | 13.58% | 1,010,100,606 | – | – |
|
3
American Express
AXP
$231B
| $24.8B | 7.49% | 151,610,700 | – | – |
|
4
Coca-Cola
KO
$297B
| $23.7B | 7.16% | 400,000,000 | – | – |
|
5
Kraft Heinz
KHC
$33.1B
| $11.7B | 3.53% | 325,634,818 | – | – |
|
6
Moody's
MCO
$91.4B
| $9.64B | 2.91% | 24,669,778 | – | – |
|
7
Verizon
VZ
$186B
| $8.25B | 2.49% | 158,824,575 | – | – |
|
8
US Bancorp
USB
$76B
| $7.1B | 2.15% | 126,417,887 | – | – |
|
|
9
Chevron
CVX
$324B
| $4.49B | 1.36% | 38,245,036 +9,541,517 | +33% | +$1.12B |
|
10
Bank of New York Mellon
BK
$74.5B
| $4.2B | 1.27% | 72,357,453 | – | – |
|
11
DaVita
DVA
$9.85B
| $4.11B | 1.24% | 36,095,570 | – | – |
|
12
General Motors
GM
$55.8B
| $3.52B | 1.06% | 60,000,000 | – | – |
|
13
VeriSign
VRSN
$25.5B
| $3.25B | 0.98% | 12,815,613 | – | – |
|
14
Kroger
KR
$44.9B
| $2.78B | 0.84% | 61,412,910 -375,000 | -0.6% | -$17M |
|
15
Charter Communications
CHTR
$36.3B
| $2.5B | 0.75% | 3,828,941 -371,685 | -9% | -$242M |
|
|
LSXMK
16
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $2.2B | 0.66% | 43,208,291 | – | – |
|
17
Snowflake
SNOW
$79.6B
| $2.07B | 0.63% | 6,125,376 | – | – |
|
|
18
Visa
V
$683B
| $1.8B | 0.54% | 8,297,460 -1,265,000 | -13% | -$274M |
|
19
Amazon
AMZN
$2.44T
| $1.78B | 0.54% | 533,300 | – | – |
|
20
Mastercard
MA
$538B
| $1.43B | 0.43% | 3,986,648 -302,000 | -7% | -$109M |
|
21
Aon
AON
$79.1B
| $1.32B | 0.4% | 4,396,000 | – | – |
|
|
LSXMA
22
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $1.03B | 0.31% | 20,207,680 +5,347,320 | +36% | +$272M |
|
|
23
Nu Holdings
NU
$71.5B
| $1B | 0.3% | +107,118,784 | New | +$1B |
|
|
ATVI
24
DELISTED
Activision Blizzard Inc.
ATVI
| $975M | 0.29% | +14,658,121 | New | +$975M |
|
25
RH
RH
$4.23B
| $974M | 0.29% | 1,816,547 +24,580 | +1% | +$13.2M |
|