13F-HR: Berkshire Hathaway Discloses Q3 2024 Equity Holdings in 13F Filing

Berkshire Hathaway's latest 13F filing reveals significant positions in major companies like Apple, Bank of America, and Coca-Cola as of September 30, 2024.

Summary

• Berkshire Hathaway has filed its 13F report for the quarter ending September 30, 2024, disclosing its equity holdings.
• The total value of reported holdings is approximately $266.38 billion.
• The filing includes 121 entries across various companies.
• Berkshire Hathaway manages these investments through 14 other included managers.
• The largest holdings include significant positions in Apple, Bank of America, and Coca-Cola.

Sentiment

Score: 7

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. However, the large holdings in well-known companies suggest a stable and positive outlook for those investments.

Positives

• The filing provides a detailed look into Berkshire Hathaway's investment strategy.
• The large positions in well-established companies suggest a focus on stable, long-term investments.
• The diversity of holdings across various sectors indicates a balanced portfolio.

Risks

• The filing reflects holdings as of September 30, 2024, and market conditions may have changed since then.
• The concentration of holdings in a few large companies could pose a risk if those companies underperform.

Future Outlook

The document does not contain any forward-looking statements or guidance.

Industry Context

This filing provides insight into the investment decisions of one of the world's most closely watched investment firms, Berkshire Hathaway, and its approach to the market. The holdings reflect a preference for large, established companies, which is consistent with Berkshire's long-term value investing strategy.

Comparison to Industry Standards

• Berkshire Hathaway's portfolio is often compared to other large institutional investors, such as mutual funds and hedge funds.
• The concentration in large-cap stocks like Apple, Bank of America, and Coca-Cola is a common strategy among value investors.
• The size of Berkshire's holdings in these companies is significantly larger than many other institutional investors, reflecting its unique scale and investment approach.
• The 13F filing is a standard disclosure for institutional investors managing over $100 million in assets, allowing for comparison of investment strategies across different firms.

Stakeholder Impact

• The filing provides transparency to Berkshire Hathaway's shareholders regarding the company's investment portfolio.
• The holdings can influence the share prices of the companies in which Berkshire invests.
• The filing is of interest to other investors and market analysts who follow Berkshire Hathaway's investment decisions.

Key Dates

Keywords

Berkshire Hathaway, 13F Filing, Equity Holdings, Investment Portfolio, Apple, Bank of America, Coca-Cola, Amazon, American Express, Chevron