13F-HR: Berkshire Hathaway Discloses $280 Billion in Equity Holdings in Latest 13F Filing

Berkshire Hathaway's latest 13F filing reveals a substantial $280 billion in equity holdings as of June 30, 2024, across 129 positions.

Summary

• Berkshire Hathaway has filed its 13F report for the quarter ending June 30, 2024, disclosing its equity holdings.
• The total value of reported holdings is approximately $279.97 billion.
• The filing includes 129 different positions.
• The report lists 14 other included managers under Berkshire Hathaway.
• The filing was signed by Marc D. Hamburg, Senior Vice President, on August 14, 2024.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive as the document is a routine disclosure of holdings, and the size and diversity of the portfolio are generally viewed positively. There is no indication of any negative events or concerns.

Positives

• The filing provides a detailed view of Berkshire Hathaway's extensive investment portfolio.
• The large number of holdings indicates a diversified investment strategy.
• The report includes a comprehensive list of other included managers, providing transparency.

Risks

• The filing does not provide any commentary on the performance or outlook of the holdings.
• The report is a snapshot in time and does not reflect any changes in holdings since June 30, 2024.
• The market value of the holdings is subject to market fluctuations.

Industry Context

This 13F filing is a standard disclosure for large institutional investors like Berkshire Hathaway, providing transparency into their equity holdings. It is closely watched by investors and analysts to understand the investment strategies of such firms.

Comparison to Industry Standards

• Berkshire Hathaway's portfolio is significantly larger and more diversified than many other investment firms, reflecting its unique investment approach.
• The filing is consistent with the requirements of SEC Form 13F, which mandates quarterly reporting of equity holdings for institutional investment managers managing over $100 million in assets.
• The size and diversity of Berkshire's holdings are comparable to other large, diversified investment companies such as BlackRock and Vanguard, but with a more concentrated approach in certain sectors.

Stakeholder Impact

• The filing provides transparency to shareholders and the market regarding Berkshire Hathaway's investment decisions.
• The holdings can influence the market price of the included stocks.
• The filing is a key source of information for analysts and other investors.

Key Dates

Keywords

Berkshire Hathaway, 13F Filing, Equity Holdings, Investment Portfolio, Institutional Investor, SEC Filing