BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q3 2024

Top Holdings40 positions

Checking export access…
Activity:

APPLE INC

300M$69.9B26.2%$41.17+461.21%
24 qtrssince 2018-Q4
Decreased
0

AMERICAN EXPRESS CO

151.6M$41.1B15.4%$86.06+208.43%
24 qtrssince 2018-Q4
Unchanged
0

BANK OF AMER CORP

797.7M$31.7B11.9%$20.74+83.00%
24 qtrssince 2018-Q4
Decreased
0

COCA COLA CO

400M$28.7B10.8%$37.45+81.44%
24 qtrssince 2018-Q4
Unchanged
0

CHEVRON CORPORATION

118.6M$17.5B6.6%$125.81+8.34%
17 qtrssince 2020-Q3
Unchanged
0

OCCIDENTAL PETE CORP

255.3M$13.2B4.9%$54.93-9.87%
11 qtrssince 2022-Q1
Unchanged
0

MOODYS CORP

24.7M$11.7B4.4%$130.99+256.56%
24 qtrssince 2018-Q4
Unchanged
0

KRAFT HEINZ CO

325.6M$11.4B4.3%$29.13+6.76%
24 qtrssince 2018-Q4
Unchanged
0

CHUBB LIMITED

27M$7.8B2.9%$223.14+27.20%
5 qtrssince 2023-Q3
Unchanged
0

DAVITA INC

36.1M$5.9B2.2%$50.37+223.76%
24 qtrssince 2018-Q4
Unchanged
0

CITIGROUP INC

55.2M$3.5B1.3%$45.70+30.15%
11 qtrssince 2022-Q1
Unchanged
0

KROGER CO

50M$2.9B1.1%$29.48+86.23%
20 qtrssince 2019-Q4
Unchanged
0

SIRIUSXM HOLDINGS INC

105.2M$2.5B0.9%$21.600.00%
1 qtr
New
63

VERISIGN INC

12.8M$2.4B0.9%$145.61+29.79%
24 qtrssince 2018-Q4
Unchanged
0

VISA INC

8.3M$2.3B0.9%$124.91+116.86%
24 qtrssince 2018-Q4
Unchanged
0

MASTERCARD INCORPORATED

4M$2B0.7%$178.73+173.84%
24 qtrssince 2018-Q4
Unchanged
0

AMAZON COM INC

10M$1.9B0.7%$89.60+107.95%
23 qtrssince 2019-Q1
Unchanged
0

AON PLC

4.1M$1.4B0.5%$222.19+54.09%
15 qtrssince 2021-Q1
Unchanged
0

CAPITAL ONE FINL CORP

9.1M$1.4B0.5%$93.38+56.00%
7 qtrssince 2023-Q1
Decreased
0

NU HLDGS LTD

86.4M$1.2B0.4%$4.07+240.79%
8 qtrssince 2022-Q4
Decreased
0
$266.4B
AUM
40
Positions
Q3 2024
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+7%Q2'23$348.2B-10%Q3'23$315B+12%Q4'23$351.9B-6%Q1'24$331.7B-16%Q2'24$280B-5%Q3'24$266.4B
Activity profile
$ moved · Q3'24
New10%Increased0%Decreased79%Exited10%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.4 years
<1Q8%1-4Q5%1-2Y23%2Y+65%

BERKSHIRE HATHAWAY INC manages $266.4B across 40 positions as of Q3 2024. Top holdings: AAPL (26.2%), AXP (15.4%), BAC (11.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q3 2024 Summary

Added 3 new positions, exited 4, increased 1, trimmed 6. Top move: SIRI (NEW, conviction 63). Portfolio: $266.4B across 40 positions.

Top holdings by portfolio weight

Total AUM$266B
AAPL26.24%
AXP15.44%
BAC11.88%
KO10.79%
CVX6.56%
OXY4.94%
MCO4.40%
KHC4.29%
CB2.93%
DVA2.22%
Other1.30%

Portfolio allocation by GICS sector

Sectors9
Financial Services39.42%
Technology27.15%
Consumer Defensive16.17%
Energy11.50%
Healthcare2.22%
Communication Services2.18%
Consumer Cyclical0.96%
Industrials0.38%
Unknown0.02%

Behavioral investing profile

Checking access…
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
Checking access…

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
Checking access…

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used