BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q3 2025

Top Holdings41 positions

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Activity:

Apple Inc.

238.2M$60.7B22.7%$41.17+516.16%
28 qtrssince 2018-Q4
Decreased
0

AMERICAN EXPRESS CO

151.6M$50.4B18.8%$86.06+281.86%
28 qtrssince 2018-Q4
Unchanged
0

BK OF AMERICA CORP

568.1M$29.3B11.0%$20.74+143.53%
28 qtrssince 2018-Q4
Decreased
0

Coca-Cola Co (The)

400M$26.5B9.9%$37.45+72.49%
28 qtrssince 2018-Q4
Unchanged
0

Chevron Corp.

122.1M$19B7.1%$126.19+21.15%
21 qtrssince 2020-Q3
Unchanged
0

OCCIDENTAL PETE CORP

264.9M$12.5B4.7%$54.67-15.25%
15 qtrssince 2022-Q1
Unchanged
0

Moodys Corp.

24.7M$11.8B4.4%$130.99+260.63%
28 qtrssince 2018-Q4
Unchanged
0

CHUBB LIMITED

31.3M$8.8B3.3%$231.02+21.44%
9 qtrssince 2023-Q3
Increased
69

KRAFT HEINZ CO

325.6M$8.5B3.2%$29.13-16.35%
28 qtrssince 2018-Q4
Unchanged
0

Alphabet Inc.

17.8M$4.3B1.6%$242.470.00%
1 qtr
New
74

DAVITA INC

32.2M$4.3B1.6%$50.37+159.26%
28 qtrssince 2018-Q4
Decreased
0

KROGER CO

50M$3.4B1.3%$29.48+123.56%
24 qtrssince 2019-Q4
Unchanged
0

SIRIUSXM HOLDINGS INC COMMON STOCK

124.8M$2.9B1.1%$21.57+3.27%
5 qtrssince 2024-Q3
Increased
53

Visa Inc

8.3M$2.8B1.1%$124.91+171.14%
28 qtrssince 2018-Q4
Unchanged
0

VERISIGN INC

9M$2.5B0.9%$147.73+91.85%
28 qtrssince 2018-Q4
Decreased
0

MasterCard Incorporated

4M$2.3B0.8%$178.73+216.98%
28 qtrssince 2018-Q4
Unchanged
0

Amazon.com, Inc.

10M$2.2B0.8%$89.60+145.04%
27 qtrssince 2019-Q1
Unchanged
0

CONSTELLATION BRANDS INC

13.4M$1.8B0.7%$188.90-30.73%
4 qtrssince 2024-Q4
Unchanged
0

UnitedHealth Group Inc.

5M$1.7B0.7%$305.12+12.37%
2 qtrssince 2025-Q2
Unchanged
0

CAPITAL ONE FINL CORP

7.2M$1.5B0.6%$93.38+124.18%
11 qtrssince 2023-Q1
Unchanged
0
$267.3B
AUM
41
Positions
Q3 2025
Filing
HI score · 4.0/5
Quarterly 13F Value Change
-16%Q2'24$280B-5%Q3'24$266.4B+0%Q4'24$267.2B-3%Q1'25$259.8B-1%Q2'25$257.5B+4%Q3'25$267.3B
Activity profile
$ moved · Q3'25
New37%Increased12%Decreased49%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.7 years
<1Q2%1-4Q15%1-2Y10%2Y+73%

BERKSHIRE HATHAWAY INC manages $267.3B across 41 positions as of Q3 2025. Top holdings: AAPL (22.7%), AXP (18.8%), BAC (11.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q3 2025 Summary

Added 1 new position, exited 1, increased 6, trimmed 5. Top move: GOOGL (NEW, conviction 74). Portfolio: $267.3B across 41 positions.

Top holdings by portfolio weight

Total AUM$267B
AAPL22.69%
AXP18.84%
BAC10.96%
KO9.92%
CVX7.09%
OXY4.68%
MCO4.40%
CB3.31%
KHC3.17%
GOOGL1.62%
Other1.60%

Portfolio allocation by GICS sector

Sectors10
Financial Services40.96%
Technology23.63%
Consumer Defensive15.04%
Energy11.77%
Communication Services3.52%
Healthcare2.25%
Consumer Cyclical1.68%
Industrials0.76%
Basic Materials0.32%
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.

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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