BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q4 2019

Top Holdings52 positions

Checking export access…
Activity:

Apple Inc.

245.2M$72B29.7%$37.39+88.96%
5 qtrssince 2018-Q4
Decreased
0

BK OF AMERICA CORP

925M$32.6B13.5%$20.60+45.27%
5 qtrssince 2018-Q4
Decreased
0

Coca-Cola Co (The)

400M$22.1B9.1%$37.45+20.60%
5 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$18.9B7.8%$86.06+32.52%
5 qtrssince 2018-Q4
Unchanged
0

WELLS FARGO CO NEW

323.2M$17.4B7.2%$37.34+21.44%
5 qtrssince 2018-Q4
Decreased
0

KRAFT HEINZ CO

325.6M$10.5B4.3%$29.13-21.20%
5 qtrssince 2018-Q4
Unchanged
0

JPMorgan Chase & Co.

59.5M$8.3B3.4%$79.89+46.39%
5 qtrssince 2018-Q4
Unchanged
0

US BANCORP DEL

132.5M$7.9B3.2%$34.03+34.26%
5 qtrssince 2018-Q4
Unchanged
0

Moodys Corp.

24.7M$5.9B2.4%$130.99+71.26%
5 qtrssince 2018-Q4
Unchanged
0

DELTA AIR LINES INC DEL

70.9M$4.1B1.7%$46.72+19.99%
5 qtrssince 2018-Q4
Unchanged
0

The Bank of New York Mellon Corp.

79.8M$4B1.7%$37.99+10.21%
5 qtrssince 2018-Q4
Decreased
0

SOUTHWEST AIRLS CO

53.6M$2.9B1.2%$42.75+17.24%
5 qtrssince 2018-Q4
Unchanged
0

DAVITA INC

38.6M$2.9B1.2%$51.46+45.80%
5 qtrssince 2018-Q4
Unchanged
0

Goldman Sachs Group, Inc.

12M$2.8B1.1%$138.51+43.86%
5 qtrssince 2018-Q4
Decreased
0

GENERAL MTRS CO

75M$2.7B1.1%$31.16+11.44%
5 qtrssince 2018-Q4
Increased
52

CHARTER COMMUNICATIONS INC N

5.4M$2.6B1.1%$285.08+69.45%
5 qtrssince 2018-Q4
Unchanged
0

VERISIGN INC

13M$2.5B1.0%$145.61+30.95%
5 qtrssince 2018-Q4
Unchanged
0

Visa Inc

10.6M$2B0.8%$124.91+43.33%
5 qtrssince 2018-Q4
Unchanged
0

UNITED AIRLS HLDGS INC

21.9M$1.9B0.8%$83.17+5.76%
5 qtrssince 2018-Q4
Unchanged
0
LSXMKLSXMKDelisted

LIBERTY MEDIA CORP DEL

31.1M$1.5B0.6%——
5 qtrssince 2018-Q4
Unchanged
0
$242.1B
AUM
52
Positions
Q4 2019
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+9%Q1'19$199.5B+4%Q2'19$208.1B+3%Q3'19$214.7B+13%Q4'19$242.1B
Activity profile
$ moved · Q4'19
New3%Increased3%Decreased94%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.5 quarters
<1Q8%1-4Q8%1-2Y85%2Y+0%

BERKSHIRE HATHAWAY INC manages $242.1B across 52 positions as of Q4 2019. Top holdings: AAPL (29.7%), BAC (13.5%), KO (9.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q4 2019 Summary

Added 4 new positions, increased 4, trimmed 8. Top move: GM (INCREASED, conviction 52). Portfolio: $242.1B across 52 positions.

Top holdings by portfolio weight

Total AUM$242B
AAPL29.74%
BAC13.46%
KO9.15%
AXP7.80%
WFC7.18%
KHC4.32%
JPM3.43%
USB3.24%
MCO2.42%
DAL1.71%
Other1.66%

Portfolio allocation by GICS sector

Sectors10
Financial Services43.31%
Technology31.01%
Consumer Defensive14.25%
Industrials4.21%
Consumer Cyclical1.92%
Communication Services1.52%
Healthcare1.47%
Unknown1.46%
Energy0.54%
Basic Materials0.30%

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 CL B
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