BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q4 2022

Top Holdings49 positions

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Activity:

APPLE INC

895.1M$116.3B38.9%$38.41+232.33%
17 qtrssince 2018-Q4
Increased
63

BANK AMERICA CORP

1B$33.5B11.2%$20.62+46.13%
17 qtrssince 2018-Q4
Unchanged
0

CHEVRON CORP NEW

163M$29.3B9.8%$124.44+25.92%
10 qtrssince 2020-Q3
Decreased
0

COCA COLA CO

400M$25.4B8.5%$37.45+52.23%
17 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$22.4B7.5%$86.06+64.05%
17 qtrssince 2018-Q4
Unchanged
0

KRAFT HEINZ CO

325.6M$13.3B4.4%$29.13+14.41%
17 qtrssince 2018-Q4
Unchanged
0

OCCIDENTAL PETE CORP

194.4M$12.2B4.1%$54.02+9.42%
4 qtrssince 2022-Q1
Unchanged
0

MOODYS CORP

24.7M$6.9B2.3%$130.99+106.06%
17 qtrssince 2018-Q4
Unchanged
0

ACTIVISION BLIZZARD INC

52.7M$4B1.3%——
5 qtrssince 2021-Q4
Decreased
0

HP INC

104.5M$2.8B0.9%$33.87-29.11%
4 qtrssince 2022-Q1
Unchanged
0

DAVITA INC

36.1M$2.7B0.9%$51.46+45.10%
17 qtrssince 2018-Q4
Unchanged
0

VERISIGN INC

12.8M$2.6B0.9%$145.61+39.87%
17 qtrssince 2018-Q4
Unchanged
0

CITIGROUP INC

55.2M$2.5B0.8%$45.70-12.58%
4 qtrssince 2022-Q1
Unchanged
0

KROGER CO

50M$2.2B0.7%$29.48+39.01%
13 qtrssince 2019-Q4
Decreased
0

VISA INC

8.3M$1.7B0.6%$124.91+61.64%
17 qtrssince 2018-Q4
Unchanged
0
LSXMKLSXMKDelisted

LIBERTY MEDIA CORP DEL

43.2M$1.7B0.6%——
17 qtrssince 2018-Q4
Unchanged
0

GENERAL MTRS CO

50M$1.7B0.6%$31.35+3.97%
17 qtrssince 2018-Q4
Unchanged
0
PARAPARADelisted

PARAMOUNT GLOBAL

93.6M$1.6B0.5%——
4 qtrssince 2022-Q1
Increased
47

MASTERCARD INCORPORATED

4M$1.4B0.5%$178.73+90.88%
17 qtrssince 2018-Q4
Unchanged
0

AON PLC

4.4M$1.3B0.4%$222.19+31.80%
8 qtrssince 2021-Q1
Unchanged
0
$299B
AUM
49
Positions
Q4 2022
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+0%Q3'21$293.4B+13%Q4'21$331B+10%Q1'22$363.6B-17%Q2'22$300.1B-1%Q3'22$296.1B+1%Q4'22$299B
Activity profile
$ moved · Q4'22
New2%Increased34%Decreased62%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.7 years
<1Q2%1-4Q20%1-2Y8%2Y+69%

BERKSHIRE HATHAWAY INC manages $299B across 49 positions as of Q4 2022. Top holdings: AAPL (38.9%), BAC (11.2%), CVX (9.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q4 2022 Summary

Added 1 new position, exited 1, increased 3, trimmed 8. Top move: AAPL (INCREASED, conviction 63). Portfolio: $299.0B across 49 positions.

Top holdings by portfolio weight

Total AUM$299B
AAPL38.90%
BAC11.19%
CVX9.78%
KO8.51%
AXP7.49%
KHC4.43%
OXY4.09%
MCO2.30%
ATVI1.35%
HPQ0.94%
Other0.90%

Portfolio allocation by GICS sector

Sectors10
Technology41.25%
Financial Services24.65%
Energy13.88%
Consumer Defensive13.72%
Unknown2.72%
Healthcare1.28%
Consumer Cyclical1.18%
Communication Services0.84%
Basic Materials0.33%
Industrials0.14%

Behavioral investing profile

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Concentrated Value- primarily Technology, Financial Services, Energy
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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