13F-HR: Berkshire Hathaway's Q2 2025 Equity Holdings Revealed

Berkshire Hathaway Inc. has disclosed its equity holdings for the quarter ending June 30, 2025, totaling over $257.5 billion across 114 positions.

Summary

• Berkshire Hathaway Inc. filed its Form 13F-HR, detailing its equity holdings as of June 30, 2025.
• The total market value of the disclosed holdings is $257,521,776,925.
• The report includes 114 distinct holding entries.
• The filing encompasses holdings managed by Berkshire Hathaway Inc. and 14 other included managers, such as Berkshire Hathaway Homestate Insurance Co., GEICO Corp., and National Indemnity Co.
• Key holdings include significant positions in financial, technology, consumer goods, and energy sectors, such as Apple Inc., Bank of America Corp., American Express Co., Coca-Cola Co., and Chevron Corp.

Sentiment

Score: 5

Explanation: A 13F filing is a factual disclosure of past holdings, inherently neutral in sentiment. It provides transparency but does not convey positive or negative news about the filer's performance or future prospects directly.

Positives

• Disclosure of a substantial and diversified equity portfolio, reflecting significant investment activity.
• The portfolio's total value of over $257.5 billion indicates a robust asset base under management.

Negatives

• NA

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
• Readers should not assume that the information provided is accurate and complete.

Future Outlook

This filing is a historical snapshot of equity holdings as of June 30, 2025, and does not contain forward-looking statements or guidance regarding future investment strategies or market outlook.

Industry Context

Form 13F filings are mandatory quarterly disclosures by institutional investment managers with over $100 million in assets under management. They provide transparency into the equity holdings of major investors, offering insights into their investment strategies and market sentiment. Berkshire Hathaway's filings are particularly scrutinized due to its prominent position and the investment philosophy of Warren Buffett.

Comparison to Industry Standards

• Berkshire Hathaway's portfolio, as evidenced by this 13F, continues to reflect a concentrated approach in a relatively small number of large-cap, established companies, consistent with its long-standing value investing philosophy.
• The significant total value of holdings places Berkshire Hathaway among the largest institutional investors globally, comparable in scale to major sovereign wealth funds or large pension funds.
• The inclusion of companies like Apple, Bank of America, and Coca-Cola aligns with Berkshire's historical preference for businesses with strong brands, durable competitive advantages, and consistent cash flows, a strategy that often contrasts with more diversified or growth-oriented portfolios seen in other large funds.

Stakeholder Impact

• Shareholders of Berkshire Hathaway gain transparency into the company's equity investment portfolio.
• Investors and analysts can use this data to understand Berkshire Hathaway's investment strategy and potentially inform their own investment decisions.
• Companies in which Berkshire Hathaway holds significant stakes may see increased investor interest or scrutiny following the disclosure.

Key Dates

Keywords

Berkshire Hathaway, 13F filing, equity holdings, investment portfolio, institutional investors, stock holdings, SEC disclosure, Warren Buffett, Charlie Munger