Berkshire Hathaway Inc
SEC Form 13F institutional filer · CIK 0001067983
13F-HR · 20 reported holdings · 2026-03-31
Conglomerate holding company, led by Warren Buffett.
Reported long-US-equity value
$255.87B
Top-10 concentration
93.3%
Berkshire Hathaway Inc — $256B AUM allocation strategy
Berkshire Hathaway Inc files SEC Form 13F and reports $256B of long US equity value across 20 reported holdings for 2026-03-31.
Its largest sector bet is Financials 36.8%, followed by Information Technology 23.5% and Consumer Staples 16.2%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Berkshire Hathaway Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$256B
total across 20 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$CVX −45.8M sh · −$2.38B−$STZ −12.4M sh · −$1.7B−$BAC −3.67M sh · −$3.41B
Exited to nil (held last quarter, gone now)
$V ($2.91B last qtr)$MA ($2.28B last qtr)$UNH ($1.66B last qtr)$DPZ ($1.4B last qtr)$AON ($1.27B last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals22.6%—
- Consumer Finance18.4%—
- Soft Drinks & Non-alcoholic Beverages11.9%—
- Diversified Banks9.8%—
- Integrated Oil & Gas6.8%—
- Oil & Gas Exploration & Production6.7%—
- Interactive Media & Services6.5%—
- Property & Casualty Insurance4.4%—
- Other holdings12.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 228M | $57.8B | +0 | 22.6% |
| $AXP | American Express Company | 152M | $45.9B | +0 | 17.9% |
| $KO | Coca-Cola Company | 400M | $30.4B | +0 | 11.9% |
| $BAC | Bank of America Corporation | 514M | $25B | -3.67M | 9.8% |
| $CVX | Chevron Corporation | 84.4M | $17.5B | -45.8M | 6.8% |
| $OXY | Occidental Petroleum Corporation | 265M | $17.2B | +0 | 6.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 54.2M | $15.6B | +36.4M | 6.1% |
| $CB | Chubb Limited | 34.2M | $11.2B | +0 | 4.4% |
| $MCO | Moody's Corporation | 24.7M | $10.8B | +0 | 4.2% |
| $KHC | The Kraft Heinz Company | 326M | $7.32B | +0 | 2.9% |
…and 10 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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