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CIK: 0001067983
Total reported value
$299.3B
$299.3B
38 檔
64.2%
According to the latest 13F quarterly dataset, Berkshire Hathaway Inc managed an equity portfolio of $299.3B at the end of Q4 2024, spanning 38 distinct U.S. exchange-listed positions.
In Q4 2024, Berkshire Hathaway Inc adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 28.12% | +0.05% | — | |
| 2 | AXP | American Express Co | Stock-Financials | 16.84% | -0.29% | — | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 11.19% | -0.32% | -14.72% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 9.32% | -0.70% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 6.43% | -1.97% | — | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.89% | -2.25% | +3.49% | |
| 7 | MCO | Moody's CORP | Stock-Financials | 4.37% | -0.36% | — | |
| 8 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.74% | -0.21% | — | |
| 9 | CB | Chubb Limited | Stock-Financials | 2.80% | -0.34% | — | |
| 10 | DVA | Davita Inc | Stock-Healthcare | 2.02% | +0.39% | — | |
| 11 | KR | Kroger Co | Stock-Consumer Staples | 1.14% | -0.66% | — | |
| 12 | VRSN | Verisign Inc | Stock-Tech | 1.03% | -0.09% | +3.56% | |
| 13 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.00% | +0.14% | +11.71% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | — | — | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | — | — | |
| 17 | AON | Aon plc | Stock-Financials | 0.55% | — | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | -0.30% | -18.13% | |
| 19 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.47% | -0.04% | EXIT | |
| 20 | ALLY | Ally Financial Inc | Stock-Financials | 0.39% | -0.02% | — | |
| 21 | C | Citigroup Inc | Stock-Financials | 0.39% | — | -73.50% | |
| 22 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.37% | — | +86.49% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.36% | — | -6.89% | |
| 24 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.28% | — | — | |
| 25 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.26% | — | -29.42% | |
| 26 | FWONKUSD | Liberty Media Corp-liberty-c | Stock-Other | 0.24% | — | -11.93% | |
| 27 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.22% | -0.01% | -5.03% | |
| 28 | NU | Nu Holdings Ltd. | Stock-Financials | 0.16% | — | -53.52% | |
| 29 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.12% | — | — | |
| 30 | POOL | Pool CORP | Stock-Industrials | 0.08% | — | +48.17% | |
| 31 | HEI-A | Heico Corp-class A | Stock-Other | 0.07% | — | — | |
| 32 | NVR | Nvr Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 33 | JEF | Jefferies Financial Group In | Stock-Financials | 0.01% | — | — | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 35 | LEN-B | Lennar CORP - B Shs | Stock-Other | 0.01% | — | — | |
| 36 | ✓ | Liberty Latin America LTD | Stock-Other | 0.01% | — | — | |
| 37 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | — | — | — | |
| 38 | LILA | Liberty Latin America Ltd. | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.9% | — | Unchanged |
| 2 | AXP | American Express Co | +1.4% | — | Unchanged |
| 3 | STZ | Constellation Brands Inc-a | +0.5% | NEW | New buy |
| 4 | DPZ | Domino's Pizza Inc | +0.2% | +86.49% | Add |
| 5 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 6 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 7 | VRSN | Verisign Inc | +0.1% | +3.56% | Add |
| 8 | SIRI | Sirius Xm Holdings Inc | +0.1% | +11.71% | Add |
| 9 | LLYVK* | Liberty Media Corp-liberty-c | +0.1% | — | Unchanged |
| 10 | KR | Kroger Co | +0.1% | — | Unchanged |
| 11 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 12 | LLYVA* | Liberty Media Corp-liberty-a | 0% | — | Unchanged |
| 13 | AON | Aon plc | 0% | — | Unchanged |
| 14 | POOL | Pool CORP | 0% | +48.17% | Add |
| 15 | FWONKUSD | Liberty Media Corp-liberty-c | 0% | -11.93% | Trim |
| 16 | ALLY | Ally Financial Inc | — | — | Unchanged |
| 17 | ULTA | Ulta Beauty Inc | — | EXIT | Sold out |
| 18 | ✓ | Liberty Latin America LTD | — | — | Unchanged |
| 19 | JEF | Jefferies Financial Group In | — | — | Unchanged |
| 20 | LEN-B | Lennar CORP - B Shs | — | — | Unchanged |
| 21 | LILA | Liberty Latin America Ltd. | — | — | Unchanged |
| 22 | TMUS | T-mobile US Inc | — | -6.89% | Trim |
| 23 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 24 | BATRK | Atlanta Braves Holdings In-c | — | — | Unchanged |
| 25 | COF | Capital One Financial CORP | 0% | -18.13% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | EXIT | Sold out |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | EXIT | Sold out |
| 28 | HEI-A | Heico Corp-class A | 0% | — | Unchanged |
| 29 | NVR | Nvr Inc | 0% | — | Unchanged |
| 30 | LPX | Louisiana-pacific CORP | 0% | -5.03% | Trim |
| 31 | MCO | Moody's CORP | 0% | — | Unchanged |
| 32 | OXY | Occidental Petroleum CORP | -0.1% | +3.49% | Add |
| 33 | CHTR | Charter Communications Inc-a | -0.1% | -29.42% | Trim |
| 34 | CB | Chubb Limited | -0.1% | — | Unchanged |
| 35 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 36 | DVA | Davita Inc | -0.2% | — | Unchanged |
| 37 | NU | Nu Holdings Ltd. | -0.3% | -53.52% | Trim |
| 38 | KHC | Kraft Heinz Co/the | -0.6% | — | Unchanged |
| 39 | BAC | Bank Of America CORP | -0.7% | -14.72% | Trim |
| 40 | C | Citigroup Inc | -0.9% | -73.50% | Trim |
| 41 | KO | Coca-cola Co/the | -1.5% | — | Unchanged |
According to official SEC Form 13F filings, Berkshire Hathaway Inc reported a total U.S. public equity portfolio value of $299.3B across 38 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AXP, BAC) accounted for 64.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
STZ
市值: $1.2B
Top Position Liquidated / Trimmed
VOO
前期市值: $22.7M
During Q4 2024, Berkshire Hathaway Inc's top holdings by market value included AAPL (28.1%)、AXP (16.8%)、BAC (11.2%). The largest single position, AAPL, represented 28.1% of total portfolio value.
In Q4 2024, Berkshire Hathaway Inc made 17 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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