13F-HR: Berkshire Hathaway Discloses $331.7 Billion in Equity Holdings in Latest 13F Filing

Berkshire Hathaway's latest 13F filing reveals a total equity portfolio of $331.7 billion as of March 31, 2024, with significant positions in Apple, Bank of America, and Coca-Cola.

Summary

• Berkshire Hathaway's 13F filing for the quarter ending March 31, 2024, shows a total portfolio value of $331,680,406,332.
• The filing includes 133 holdings across various sectors.
• The largest holdings include Apple, with a total value of over $95 billion, and Bank of America, with a total value of over $15 billion.
• Other significant holdings include Coca-Cola, with a total value of over $17 billion, and Kraft Heinz, with a total value of over $12 billion.
• The filing also lists numerous other holdings with values ranging from millions to billions of dollars.

Sentiment

Score: 7

Explanation: The document is a routine disclosure of holdings, which is generally neutral. The large portfolio size and well-known holdings are positive, but there is no commentary on performance or future outlook.

Positives

• The filing provides a detailed look into Berkshire Hathaway's extensive investment portfolio.
• The large portfolio value of $331.7 billion demonstrates the scale of Berkshire Hathaway's investments.
• The diverse range of holdings across various sectors indicates a well-diversified portfolio.

Risks

• The filing does not provide any commentary on the performance or outlook of the holdings.
• The filing only reflects holdings as of March 31, 2024, and may not reflect current positions.
• The filing does not provide any information on the rationale behind the investment decisions.

Industry Context

This filing provides insight into the investment strategy of one of the world's largest and most closely watched investment firms, Berkshire Hathaway, and its allocation of capital across various sectors.

Comparison to Industry Standards

• Berkshire Hathaway's portfolio is significantly larger than most other investment firms, reflecting its unique size and structure.
• The concentration in large, established companies like Apple, Bank of America, and Coca-Cola is consistent with Berkshire's long-term value investing approach.
• The portfolio's diversification across sectors is a common practice among large institutional investors to mitigate risk.
• Compared to other 13F filings, Berkshire's is notable for its size and the long-term nature of many of its holdings.

Stakeholder Impact

• Shareholders of Berkshire Hathaway will gain insight into the company's investment strategy.
• The holdings listed in the filing may influence the share prices of the companies held by Berkshire Hathaway.
• The filing provides transparency into Berkshire Hathaway's investment decisions.

Key Dates

Keywords

Berkshire Hathaway, 13F Filing, Equity Holdings, Investment Portfolio, Apple, Bank of America, Coca-Cola, Kraft Heinz