BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q4 2021

Top Holdings44 positions

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Activity:

Apple Inc

887.1M$157.5B47.6%$37.39+363.84%
13 qtrssince 2018-Q4
Unchanged
0

Bank of America Corp

1B$44.9B13.6%$20.62+91.83%
13 qtrssince 2018-Q4
Unchanged
0

American Express Co

151.6M$24.8B7.5%$86.06+79.32%
13 qtrssince 2018-Q4
Unchanged
0

Coca-Cola Co/The

400M$23.7B7.2%$37.45+37.63%
13 qtrssince 2018-Q4
Unchanged
0

Kraft Heinz Co/The

325.6M$11.7B3.5%$29.13-3.19%
13 qtrssince 2018-Q4
Unchanged
0

Moody's Corp

24.7M$9.6B2.9%$130.99+186.20%
13 qtrssince 2018-Q4
Unchanged
0

Verizon Communications Inc

158.8M$8.3B2.5%$42.54-6.46%
6 qtrssince 2020-Q3
Unchanged
0

US Bancorp

126.4M$7.1B2.1%$34.03+37.31%
13 qtrssince 2018-Q4
Unchanged
0

Chevron Corp

38.2M$4.5B1.4%$72.16+37.13%
6 qtrssince 2020-Q3
Increased
66

Bank of New York Mellon Corp/T

72.4M$4.2B1.3%$37.99+35.06%
13 qtrssince 2018-Q4
Unchanged
0

DaVita Inc

36.1M$4.1B1.2%$51.46+121.06%
13 qtrssince 2018-Q4
Unchanged
0

General Motors Co

60M$3.5B1.1%$30.94+81.31%
13 qtrssince 2018-Q4
Unchanged
0

VeriSign Inc

12.8M$3.3B1.0%$145.61+73.14%
13 qtrssince 2018-Q4
Unchanged
0

Kroger Co/The

61.4M$2.8B0.8%$29.48+38.41%
9 qtrssince 2019-Q4
Decreased
0

Charter Communications Inc

3.8M$2.5B0.8%$285.08+130.54%
13 qtrssince 2018-Q4
Decreased
0
LSXMKLSXMKDelisted

Liberty Media Corp-Liberty Sir

43.2M$2.2B0.7%——
13 qtrssince 2018-Q4
Unchanged
0

Snowflake Inc

6.1M$2.1B0.6%$259.13+31.45%
6 qtrssince 2020-Q3
Unchanged
0

Visa Inc

8.3M$1.8B0.5%$124.91+67.34%
13 qtrssince 2018-Q4
Decreased
0

Amazon.com Inc

533,300$1.8B0.5%$89.60+86.06%
12 qtrssince 2019-Q1
Unchanged
0

Mastercard Inc

4M$1.4B0.4%$178.73+97.00%
13 qtrssince 2018-Q4
Decreased
0
$331B
AUM
44
Positions
Q4 2021
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+17%Q3'20$235.9B+14%Q4'20$269.9B+0%Q1'21$270.4B+8%Q2'21$293B+0%Q3'21$293.4B+13%Q4'21$331B
Activity profile
$ moved · Q4'21
New24%Increased24%Decreased44%Exited8%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.3 years
<1Q7%1-4Q7%1-2Y14%2Y+73%

BERKSHIRE HATHAWAY INC manages $331B across 44 positions as of Q4 2021. Top holdings: AAPL (47.6%), BAC (13.6%), AXP (7.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q4 2021 Summary

Added 3 new positions, exited 2, increased 4, trimmed 8. Top move: CVX (INCREASED, conviction 66). Portfolio: $331.0B across 44 positions.

Top holdings by portfolio weight

Total AUM$331B
AAPL47.60%
BAC13.58%
AXP7.49%
KO7.16%
KHC3.53%
MCO2.91%
VZ2.49%
USB2.15%
CVX1.36%
BK1.27%
Other1.24%

Portfolio allocation by GICS sector

Sectors9
Technology49.41%
Financial Services29.07%
Consumer Defensive11.59%
Communication Services3.50%
Consumer Cyclical1.93%
Healthcare1.59%
Unknown1.54%
Energy1.36%
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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