BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q3 2020

Top Holdings52 positions

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Activity:

Apple Inc.

944.3M$109.4B46.4%$37.39+200.14%
8 qtrssince 2018-Q4
Increased
100

BK OF AMERICA CORP

1B$24.3B10.3%$20.62+1.28%
8 qtrssince 2018-Q4
Increased
68

Coca-Cola Co (The)

400M$19.7B8.4%$37.45+10.39%
8 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$15.2B6.4%$86.06+8.17%
8 qtrssince 2018-Q4
Unchanged
0

KRAFT HEINZ CO

325.6M$9.8B4.1%$29.13-23.44%
8 qtrssince 2018-Q4
Unchanged
0

Moodys Corp.

24.7M$7.2B3.0%$130.99+110.39%
8 qtrssince 2018-Q4
Unchanged
0

US BANCORP DEL

132M$4.7B2.0%$34.03-17.05%
8 qtrssince 2018-Q4
Unchanged
0

VERIZON COMMUNICATIONS INC

58.3M$3.5B1.5%$42.700.00%
1 qtr
New
73

CHARTER COMMUNICATIONS INC N

5.2M$3.3B1.4%$285.08+119.76%
8 qtrssince 2018-Q4
Unchanged
0

Chevron Corp.

44.3M$3.2B1.4%$56.740.00%
1 qtr
New
73

DAVITA INC

36.1M$3.1B1.3%$51.46+66.44%
8 qtrssince 2018-Q4
Decreased
0

WELLS FARGO CO NEW

127.4M$3B1.3%$37.34-45.05%
8 qtrssince 2018-Q4
Decreased
0

VERISIGN INC

12.8M$2.6B1.1%$145.61+39.51%
8 qtrssince 2018-Q4
Unchanged
0

The Bank of New York Mellon Corp.

72.4M$2.5B1.1%$37.99-23.82%
8 qtrssince 2018-Q4
Unchanged
0

GENERAL MTRS CO

80M$2.4B1.0%$30.94-10.36%
8 qtrssince 2018-Q4
Increased
54

Visa Inc

10M$2B0.8%$124.91+53.24%
8 qtrssince 2018-Q4
Unchanged
0

AbbVie Inc.

21.3M$1.9B0.8%$69.470.00%
1 qtr
New
62

Merck & Co., Inc

22.4M$1.9B0.8%$66.160.00%
1 qtr
New
62

BRISTOL-MYERS SQUIBB CO

30M$1.8B0.8%$48.370.00%
1 qtr
New
62

Amazon.com, Inc.

533,300$1.7B0.7%$89.60+75.70%
7 qtrssince 2019-Q1
Unchanged
0
$235.9B
AUM
52
Positions
Q3 2020
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+4%Q2'19$208.1B+3%Q3'19$214.7B+13%Q4'19$242.1B-27%Q1'20$175.5B+15%Q2'20$202.4B+17%Q3'20$235.9B
Activity profile
$ moved · Q3'20
New32%Increased51%Decreased13%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.3 years
<1Q15%1-4Q10%1-2Y75%2Y+0%

BERKSHIRE HATHAWAY INC manages $235.9B across 52 positions as of Q3 2020. Top holdings: AAPL (46.4%), BAC (10.3%), KO (8.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q3 2020 Summary

Active quarter - 9 new positions, 1 exits, 5 increased. Top move: AAPL (INCREASED, conviction 100). Portfolio: $235.9B across 52 positions.

Top holdings by portfolio weight

Total AUM$236B
AAPL46.35%
BAC10.31%
KO8.37%
AXP6.44%
KHC4.13%
MCO3.03%
USB2.01%
VZ1.47%
CHTR1.38%
CVX1.35%
Other1.31%

Portfolio allocation by GICS sector

Sectors10
Technology48.50%
Financial Services26.50%
Consumer Defensive12.91%
Healthcare3.98%
Communication Services3.10%
Consumer Cyclical1.99%
Energy1.45%
Unknown1.34%
Basic Materials0.22%
Industrials0.00%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services, 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 CL B
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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