BERKSHIRE HATHAWAY INC

• OMAHA, NE • Billionaires Group How do I update this listing?

Also known as:

  • WARREN BUFFETT
  • NBH INC
  • BLACKROCK INC
  • NEW BLACKROCK INC
  • STATE STREET CORP
  • STATE STREET BOSTON FINANCIAL CORP
  • Warren Buffett

Berkshire Hathaway, run by legendary billionaire investor Warren Buffett, is a holding company engaged in a number of diverse business activities. Buffett is regarded as the ultimate value investor following the Benjamin Graham approach to finding value. Berkshire's 13F holdings are often held for years and even decades at a time. With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for backtesting and copying. Berkshire Hathaway has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 154 13F filings, 28 13D filings, 133 13G filings, and 196 Form 4 filings Their last reported 13F filing for Q4 2018 included $183,066,067,000 in managed 13F securities and a top 10 holdings concentration of 80.08%. Berkshire Hathaway's largest holding is Apple Inc with shares held of 249,589,329.

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $183.066 Billion
  • Prior Market Value $221.02 Billion
  • New Purchases3 stocks
  • Additional Purchases7 stocks
  • Sold out of1 stock
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 80.08 %
  • Turnover % [1]:8.33%
  • Turnover Alt % [2]: 2.58 %
  • Time Held Top20:24.90 quarters
  • Time Held Top10:28.20 quarters
  • Time Held All:26.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -0.05%
Performance Last 4 Quarters: -0.7%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Berkshire Hathaway Homestate Insurance Co.
Berkshire Hathaway Life Insurance Co of Nebraska
BH Finance LLC
Buffett Warren E
Columbia Insurance Co
Cypress Insurance Co
Fechheimer Brothers Co
GEICO Corp
Medical Protective Corp
National Fire Marine Insurance Co
National Indemnity Co
National Liability Fire Insurance Co
Nebraska Furniture Mart
New England Asset Management Inc
U.S. Investment Corp

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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WhaleScore history for BERKSHIRE HATHAWAY INC

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