13F-HR: Berkshire Hathaway's Q1 2025 13F Filing Reveals Major Equity Holdings

Berkshire Hathaway's latest 13F filing discloses significant holdings in companies like Apple, Bank of America, and Coca-Cola as of March 31, 2025.

Summary

• Berkshire Hathaway Inc. filed its Form 13F for the quarter ended March 31, 2025.
• The filing reveals a total portfolio value of $258,701,144,516 across 110 holdings.
• The top holdings include Apple Inc., Bank of America Corp, and Coca-Cola Co.
• The filing includes holdings information for 14 other included managers.
• The report indicates sole investment discretion for the listed holdings.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive. The document is a standard portfolio disclosure, and the presence of large, stable holdings suggests a confident investment strategy. However, without additional context, it's difficult to gauge the overall impact on market sentiment.

Positives

• The filing provides a comprehensive overview of Berkshire Hathaway's equity investments.
• The large portfolio value indicates a strong market presence.
• The diverse holdings across multiple sectors suggest a well-diversified investment strategy.

Future Outlook

The document does not contain specific forward-looking statements, but it provides insight into Berkshire Hathaway's investment strategy and current market positions.

Industry Context

13F filings are closely watched by investors to understand the investment strategies of major institutional investors like Berkshire Hathaway, influencing market sentiment and potentially driving stock prices.

Comparison to Industry Standards

• Berkshire Hathaway's portfolio size is significantly larger than many other investment firms, reflecting its substantial capital base and Warren Buffett's long-term investment approach.
• The concentration in sectors like financials (Bank of America) and consumer staples (Coca-Cola) is consistent with Berkshire's value investing philosophy, similar to other value-focused funds like Dodge & Cox.
• The large holding in Apple is a common trend among major investment firms, as Apple is widely considered a blue-chip stock with strong growth potential, similar to holdings in other large tech companies by firms like Vanguard and BlackRock.

Stakeholder Impact

• The filing provides transparency to Berkshire Hathaway's shareholders regarding the company's investment decisions.
• The disclosed holdings can influence market perception and trading activity of the listed companies.
• The investment decisions can impact the financial performance of the companies in which Berkshire Hathaway holds significant positions.

Key Dates

Keywords

13F filing, Berkshire Hathaway, equity holdings, investment portfolio, institutional investment, Apple, Bank of America, Coca-Cola