BERKSHIRE HATHAWAY INCBERKSHIRE HATHAWAY INC

Institutional investor · Portfolio as of Q4 2024

SEC EDGAR SourceSEC Filings

Top Holdings38 positions

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Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

APPLE INC

300M$75.1B28.1%$94.86+162.07%
25 qtrssince 2018-Q4
Unchanged
0

AMERICAN EXPRESS CO

151.6M$45B16.8%$85.76+242.25%
25 qtrssince 2018-Q4
Unchanged
0

BANK OF AMERICA CORP

680.2M$29.9B11.2%$20.85+103.82%
25 qtrssince 2018-Q4
Decreased
0

COCA-COLA CO/THE

400M$24.9B9.3%$38.06+58.30%
25 qtrssince 2018-Q4
Unchanged
0

CHEVRON CORP

118.6M$17.2B6.4%$125.81+7.63%
18 qtrssince 2020-Q3
Unchanged
0

OCCIDENTAL PETROLEUM CORP

264.2M$13.1B4.9%$55.87-15.12%
12 qtrssince 2022-Q1
Increased
62

MOODY'S CORP

24.7M$11.7B4.4%$130.99+256.27%
25 qtrssince 2018-Q4
Unchanged
0

KRAFT HEINZ CO/THE

325.6M$10B3.7%$31.02-7.64%
25 qtrssince 2018-Q4
Unchanged
0

CHUBB LTD

27M$7.5B2.8%$223.14+22.27%
6 qtrssince 2023-Q3
Unchanged
0

DAVITA INC

36.1M$5.4B2.0%$50.37+197.38%
25 qtrssince 2018-Q4
Unchanged
0

KROGER CO

50M$3.1B1.1%$29.48+99.82%
21 qtrssince 2019-Q4
Unchanged
0

VERISIGN INC

13.3M$2.7B1.0%$147.59+37.76%
25 qtrssince 2018-Q4
Increased
53

SIRIUS XM HOLDINGS INC

117.5M$2.7B1.0%$21.55-2.32%
2 qtrssince 2024-Q3
Increased
57

VISA INC-CLASS A SHARES

8.3M$2.6B1.0%$124.91+149.74%
25 qtrssince 2018-Q4
Unchanged
0

AMAZON.COM INC

10M$2.2B0.8%$107.95+104.99%
24 qtrssince 2019-Q1
Unchanged
0

MASTERCARD INC - A

4M$2.1B0.8%$178.73+191.93%
25 qtrssince 2018-Q4
Unchanged
0

AON PLC

4.1M$1.5B0.6%$222.19+60.25%
16 qtrssince 2021-Q1
Unchanged
0

CAPITAL ONE FINANCIAL CORP

7.5M$1.3B0.5%$93.38+86.39%
8 qtrssince 2023-Q1
Decreased
0

CONSTELLATION BRANDS INC-A

5.6M$1.2B0.5%$211.050.00%
1 qtr
New
54

ALLY FINANCIAL INC

29M$1B0.4%$31.39+8.77%
12 qtrssince 2022-Q1
Unchanged
0
$267.2B
AUM
38
Positions
Q4 2024
Filing
Rating · 4.5
Quarterly Portfolio Change
-10%Q3'23$315B+12%Q4'23$351.9B-6%Q1'24$331.7B-16%Q2'24$280B-5%Q3'24$266.4B+0%Q4'24$267.2B
Activity profile
$ moved · Q4'24
New16%Increased14%Decreased69%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.5 years
<1Q3%1-4Q11%1-2Y18%2Y+68%

BERKSHIRE HATHAWAY INC manages $267.2B across 38 positions as of Q4 2024. Top holdings: AAPL (28.1%), AXP (16.8%), BAC (11.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4.5/5.0.

Q4 2024 Summary

Added 1 new position, exited 3, increased 5, trimmed 8. Top move: OXY (INCREASED, conviction 62). Portfolio: $267.2B across 38 positions.

Top holdings by portfolio weight

Total AUM$267B
AAPL28.12%
AXP16.84%
BAC11.19%
KO9.32%
CVX6.43%
OXY4.89%
MCO4.37%
KHC3.74%
CB2.80%
DVA2.02%
Other1.14%

Portfolio allocation by GICS sector

Sectors8
Financial Services38.96%
Technology29.15%
Consumer Defensive14.68%
Energy11.32%
Communication Services2.27%
Healthcare2.02%
Consumer Cyclical1.24%
Industrials0.37%

Behavioral investing profile

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Concentrated Value- primarily Financial Services, Technology, Consumer Defensive
Compare DNA across all funds
7-dimension quality assessment
Elite(4.5 / 5.0)
Track Record85
Conviction38
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.

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

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