BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q2 2025

Top Holdings41 positions

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Activity:

Apple Inc

280M$57.4B22.3%$41.17+395.91%
27 qtrssince 2018-Q4
Decreased
0

American Express Co

151.6M$48.4B18.8%$86.06+265.78%
27 qtrssince 2018-Q4
Unchanged
0

Bank of America Corp

605.3M$28.6B11.1%$20.74+122.14%
27 qtrssince 2018-Q4
Decreased
0

Coca-Cola Co/The

400M$28.3B11.0%$37.45+82.61%
27 qtrssince 2018-Q4
Unchanged
0

Chevron Corp

122.1M$17.5B6.8%$126.19+10.36%
20 qtrssince 2020-Q3
Increased
65

Moody's Corp

24.7M$12.4B4.8%$130.99+278.95%
27 qtrssince 2018-Q4
Unchanged
0

Occidental Petroleum Corp

264.9M$11.1B4.3%$54.67-25.05%
14 qtrssince 2022-Q1
Unchanged
0

Kraft Heinz Co/The

325.6M$8.4B3.3%$29.13-18.26%
27 qtrssince 2018-Q4
Unchanged
0

Chubb Ltd

27M$7.8B3.0%$223.14+29.05%
8 qtrssince 2023-Q3
Unchanged
0

DaVita Inc

33.8M$4.8B1.9%$51.46+176.82%
27 qtrssince 2018-Q4
Decreased
0

VeriSign Inc

13.3M$3.8B1.5%$147.73+93.57%
27 qtrssince 2018-Q4
Unchanged
0

Kroger Co/The

50M$3.6B1.4%$29.48+136.68%
23 qtrssince 2019-Q4
Unchanged
0

Visa Inc

8.3M$2.9B1.1%$124.91+181.50%
27 qtrssince 2018-Q4
Unchanged
0

SIRIUSXM HOLDINGS INC

119.8M$2.8B1.1%$21.54+0.75%
4 qtrssince 2024-Q3
Unchanged
0

Mastercard Inc

4M$2.2B0.9%$178.73+206.62%
27 qtrssince 2018-Q4
Unchanged
0

Amazon.com Inc

10M$2.2B0.9%$89.60+144.84%
26 qtrssince 2019-Q1
Unchanged
0

Constellation Brands Inc

13.4M$2.2B0.8%$188.90-16.81%
3 qtrssince 2024-Q4
Increased
51

UnitedHealth Group Inc

5M$1.6B0.6%$305.120.00%
1 qtr
New
63

Capital One Financial Corp

7.2M$1.5B0.6%$93.38+123.76%
10 qtrssince 2023-Q1
Unchanged
0

Aon PLC

4.1M$1.5B0.6%$222.19+59.80%
18 qtrssince 2021-Q1
Unchanged
0
$257.5B
AUM
41
Positions
Q2 2025
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-6%Q1'24$331.7B-16%Q2'24$280B-5%Q3'24$266.4B+0%Q4'24$267.2B-3%Q1'25$259.8B-1%Q2'25$257.5B
Activity profile
$ moved · Q2'25
New10%Increased20%Decreased65%Exited5%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.5 years
<1Q7%1-4Q15%1-2Y12%2Y+66%

BERKSHIRE HATHAWAY INC manages $257.5B across 41 positions as of Q2 2025. Top holdings: AAPL (22.3%), AXP (18.8%), BAC (11.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q2 2025 Summary

Added 3 new positions, exited 1, increased 8, trimmed 6. Top move: CVX (INCREASED, conviction 65). Portfolio: $257.5B across 41 positions.

Top holdings by portfolio weight

Total AUM$258B
AAPL22.31%
AXP18.78%
BAC11.12%
KO10.99%
CVX6.79%
MCO4.81%
OXY4.32%
KHC3.26%
CB3.04%
DVA1.87%
Other1.49%

Portfolio allocation by GICS sector

Sectors10
Financial Services41.37%
Technology23.80%
Consumer Defensive16.50%
Energy11.11%
Healthcare2.48%
Communication Services1.87%
Consumer Cyclical1.73%
Industrials0.75%
Basic Materials0.33%
Real Estate0.06%

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.

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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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