13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001067983
Total reported value
$299.3B
$299.3B
41 檔
60.2%
During the Q2 2025 filing period, Berkshire Hathaway Inc (CIK: 0001067983) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $299.3B across 41 reported positions.
In Q2 2025, Berkshire Hathaway Inc displayed an active expansion posture, initiating 6 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AXP, BAC) accounted for 60.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
UNH
市值: $1.6B
Top Position Liquidated / Trimmed
TMUS
前期市值: $1.0B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 22.31% | +0.05% | -6.67% | |
| 2 | AXP | American Express Co | Stock-Financials | 18.78% | -0.29% | — | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 11.12% | -0.32% | -4.17% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 10.99% | -0.70% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 6.79% | -1.97% | +2.91% | |
| 6 | MCO | Moody's CORP | Stock-Financials | 4.81% | -0.36% | — | |
| 7 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.32% | -2.25% | — | |
| 8 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.26% | -0.21% | — | |
| 9 | CB | Chubb Limited | Stock-Financials | 3.04% | -0.34% | — | |
| 10 | DVA | Davita Inc | Stock-Healthcare | 1.87% | +0.39% | -3.83% | |
| 11 | VRSN | Verisign Inc | Stock-Tech | 1.49% | -0.09% | — | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 1.39% | -0.66% | — | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | — | — | |
| 14 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.07% | +0.14% | — | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | — | — | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.85% | -0.04% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | — | — | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | -0.30% | — | |
| 20 | AON | Aon plc | Stock-Financials | 0.57% | — | — | |
| 21 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.46% | — | +0.51% | |
| 22 | ALLY | Ally Financial Inc | Stock-Financials | 0.44% | -0.02% | — | |
| 23 | POOL | Pool CORP | Stock-Industrials | 0.39% | — | +136.26% | |
| 24 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.34% | — | — | |
| 25 | NUE | Nucor CORP | Stock-Materials | 0.33% | -0.11% | — | |
| 26 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.30% | +0.07% | — | |
| 27 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.19% | -0.01% | — | |
| 28 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.17% | — | -46.54% | |
| 29 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.15% | — | — | |
| 30 | HEI-A | Heico Corp-class A | Stock-Other | 0.13% | — | +11.40% | |
| 31 | FWONKUSD | Liberty Media Corp-liberty-c | Stock-Other | 0.12% | — | -14.05% | |
| 32 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.07% | — | NEW | |
| 33 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.06% | — | — | |
| 34 | ALLE | Allegion plc | Stock-Industrials | 0.04% | — | — | |
| 35 | NVR | Nvr Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 36 | JEF | Jefferies Financial Group In | Stock-Financials | 0.01% | — | — | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 38 | LEN-B | Lennar CORP - B Shs | Stock-Other | 0.01% | — | +18.59% | |
| 39 | ✓ | Liberty Latin America LTD | Stock-Other | 0.01% | — | — | |
| 40 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | — | — | — | |
| 41 | LILA | Liberty Latin America Ltd. | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +3% | — | Unchanged |
| 2 | BAC | Bank Of America CORP | +0.9% | -4.17% | Trim |
| 3 | UNH | Unitedhealth Group Inc | +0.6% | NEW | New buy |
| 4 | MCO | Moody's CORP | +0.4% | — | Unchanged |
| 5 | NUE | Nucor CORP | +0.3% | NEW | New buy |
| 6 | LEN | Lennar Corp-a | +0.3% | NEW | New buy |
| 7 | POOL | Pool CORP | +0.2% | +136.26% | Add |
| 8 | VRSN | Verisign Inc | +0.2% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 10 | COF | Capital One Financial CORP | +0.1% | — | Unchanged |
| 11 | KR | Kroger Co | +0.1% | — | Unchanged |
| 12 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 13 | LAMR | Lamar Advertising Co-a | +0.1% | NEW | New buy |
| 14 | LLYVK* | Liberty Media Corp-liberty-c | +0.1% | — | Unchanged |
| 15 | ALLE | Allegion plc | 0% | NEW | New buy |
| 16 | HEI-A | Heico Corp-class A | 0% | +11.40% | Add |
| 17 | ALLY | Ally Financial Inc | 0% | — | Unchanged |
| 18 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 19 | SIRI | Sirius Xm Holdings Inc | 0% | — | Unchanged |
| 20 | LLYVA* | Liberty Media Corp-liberty-a | 0% | — | Unchanged |
| 21 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 22 | STZ | Constellation Brands Inc-a | — | +11.58% | Add |
| 23 | LEN-B | Lennar CORP - B Shs | — | +18.59% | Add |
| 24 | NVR | Nvr Inc | — | — | Unchanged |
| 25 | BATRK | Atlanta Braves Holdings In-c | — | — | Unchanged |
| 26 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 27 | FWONKUSD | Liberty Media Corp-liberty-c | — | -14.05% | Trim |
| 28 | ✓ | Liberty Latin America LTD | — | — | Unchanged |
| 29 | JEF | Jefferies Financial Group In | — | — | Unchanged |
| 30 | LILA | Liberty Latin America Ltd. | — | — | Unchanged |
| 31 | LPX | Louisiana-pacific CORP | 0% | — | Unchanged |
| 32 | DPZ | Domino's Pizza Inc | 0% | +0.51% | Add |
| 33 | AON | Aon plc | -0.1% | — | Unchanged |
| 34 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 35 | CHTR | Charter Communications Inc-a | -0.1% | -46.54% | Trim |
| 36 | CB | Chubb Limited | -0.1% | — | Unchanged |
| 37 | DVA | Davita Inc | -0.2% | -3.83% | Trim |
| 38 | TMUS | T-mobile US Inc | -0.4% | EXIT | Sold out |
| 39 | KHC | Kraft Heinz Co/the | -0.6% | — | Unchanged |
| 40 | OXY | Occidental Petroleum CORP | -0.7% | — | Unchanged |
| 41 | CVX | Chevron CORP | -0.9% | +2.91% | Add |
| 42 | AAPL | Apple Inc | -3.5% | -6.67% | Trim |
According to official SEC Form 13F filings, Berkshire Hathaway Inc reported a total U.S. public equity portfolio value of $299.3B across 41 disclosed positions in Q2 2025.
During Q2 2025, Berkshire Hathaway Inc's top holdings by market value included AAPL (22.3%)、AXP (18.8%)、BAC (11.1%). The largest single position, AAPL, represented 22.3% of total portfolio value.
In Q2 2025, Berkshire Hathaway Inc made 18 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 1 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.