BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q2 2024

Top Holdings41 positions

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Activity:

APPLE INC

400M$84.2B30.1%$41.17+406.71%
23 qtrssince 2018-Q4
Decreased
0

BANK OF AMER CORP

1B$41.1B14.7%$20.74+82.23%
23 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$35.1B12.5%$86.06+162.55%
23 qtrssince 2018-Q4
Unchanged
0

COCA COLA CO

400M$25.5B9.1%$37.45+59.62%
23 qtrssince 2018-Q4
Unchanged
0

CHEVRON CORPORATION

118.6M$18.6B6.6%$125.81+15.19%
16 qtrssince 2020-Q3
Decreased
0

OCCIDENTAL PETE CORP

255.3M$16.1B5.7%$54.93+9.76%
10 qtrssince 2022-Q1
Increased
65

KRAFT HEINZ CO

325.6M$10.5B3.7%$29.13-3.14%
23 qtrssince 2018-Q4
Unchanged
0

MOODYS CORP

24.7M$10.4B3.7%$130.99+215.67%
23 qtrssince 2018-Q4
Unchanged
0

CHUBB LIMITED

27M$6.9B2.5%$223.14+12.16%
4 qtrssince 2023-Q3
Increased
58

DAVITA INC

36.1M$5B1.8%$50.37+175.10%
23 qtrssince 2018-Q4
Unchanged
0

CITIGROUP INC

55.2M$3.5B1.3%$45.70+30.68%
10 qtrssince 2022-Q1
Unchanged
0

KROGER CO

50M$2.5B0.9%$29.48+61.29%
19 qtrssince 2019-Q4
Unchanged
0

VERISIGN INC

12.8M$2.3B0.8%$145.61+21.05%
23 qtrssince 2018-Q4
Unchanged
0

VISA INC

8.3M$2.2B0.8%$124.91+106.60%
23 qtrssince 2018-Q4
Unchanged
0

AMAZON COM INC

10M$1.9B0.7%$89.60+115.67%
22 qtrssince 2019-Q1
Unchanged
0

MASTERCARD INCORPORATED

4M$1.8B0.6%$178.73+144.36%
23 qtrssince 2018-Q4
Unchanged
0
LSXMKLSXMKDelisted

LIBERTY MEDIA CORP DEL

70M$1.6B0.6%——
1 qtr
Increased
49

NU HLDGS LTD

107.1M$1.4B0.5%$4.07+216.71%
7 qtrssince 2022-Q4
Unchanged
0

CAPITAL ONE FINL CORP

9.8M$1.4B0.5%$93.38+43.60%
6 qtrssince 2023-Q1
Decreased
0

AON PLC

4.1M$1.2B0.4%$222.19+30.48%
14 qtrssince 2021-Q1
Unchanged
0
$280B
AUM
41
Positions
Q2 2024
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+9%Q1'23$325.1B+7%Q2'23$348.2B-10%Q3'23$315B+12%Q4'23$351.9B-6%Q1'24$331.7B-16%Q2'24$280B
Activity profile
$ moved · Q2'24
New1%Increased2%Decreased95%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.3 years
<1Q5%1-4Q15%1-2Y17%2Y+63%

BERKSHIRE HATHAWAY INC manages $280B across 41 positions as of Q2 2024. Top holdings: AAPL (30.1%), BAC (14.7%), AXP (12.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q2 2024 Summary

Added 2 new positions, exited 2, increased 5, trimmed 8. Top move: OXY (INCREASED, conviction 65). Portfolio: $280.0B across 41 positions.

Top holdings by portfolio weight

Total AUM$280B
AAPL30.09%
BAC14.67%
AXP12.54%
KO9.09%
CVX6.63%
OXY5.75%
KHC3.75%
MCO3.71%
CB2.46%
DVA1.79%
Other1.25%

Portfolio allocation by GICS sector

Sectors9
Financial Services37.87%
Technology30.91%
Consumer Defensive13.74%
Energy12.37%
Healthcare1.79%
Communication Services1.27%
Consumer Cyclical0.96%
Unknown0.85%
Industrials0.24%

Behavioral investing profile

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Concentrated Value- primarily Financial Services, Technology, Consumer Defensive
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L84
Conviction37
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
2Q
GOOGLGOOGLALPHABET INC
Q1 2026 → Q2 2026+60.9M shares+$22.6B
2Q
LENLENLENNAR CORP
Q1 2026 → Q2 2026+6.1M shares+$461.6M
2Q
LEN/BLEN/BLENNAR CORP
Q1 2026 → Q2 2026+117,137 shares+$9.2M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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