13F-HR: Berkshire Hathaway's Q4 2024 13F Filing: Major Holdings Revealed

Berkshire Hathaway's latest 13F filing discloses its equity holdings as of December 31, 2024, revealing significant investments in companies like Apple, Bank of America, and Coca-Cola.

Summary

• Berkshire Hathaway Inc. filed its Form 13F for the quarter ended December 31, 2024.
• The filing reveals the company's holdings as of the end of the fourth quarter.
• The total value of the reported holdings is approximately $267.18 billion.
• The filing includes 112 entries in the information table.
• The report lists 14 other included managers.
• Key holdings include significant positions in Apple, Bank of America, and Coca-Cola.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive. The filing simply reports holdings, and the presence of large, stable companies in the portfolio suggests a generally positive outlook.

Positives

• The filing provides a comprehensive overview of Berkshire Hathaway's investment portfolio.
• The large number of holdings indicates a diversified investment strategy.
• Significant investments in well-established companies like Apple, Bank of America, and Coca-Cola suggest a focus on stable, long-term value.

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 investment strategy, as reflected in the 13F filing, is often compared to other large institutional investors such as Vanguard, BlackRock, and State Street.
• Unlike some firms that focus on index tracking or quantitative strategies, Berkshire Hathaway is known for its value investing approach, emphasizing long-term holdings in companies with strong fundamentals.
• The concentration of Berkshire's portfolio in a few key stocks, such as Apple and Bank of America, contrasts with the more diversified portfolios of some other large asset managers.

Stakeholder Impact

• Shareholders can use this information to understand Berkshire Hathaway's investment strategy.
• The filing may influence the stock prices of the companies held by Berkshire Hathaway.
• Employees of Berkshire Hathaway and its subsidiaries may be affected by the company's investment decisions.

Key Dates