Berkshire Hathaway Inc. Holdings

Berkshire Hathaway Inc. (trades as BRK-B and BRK-A) is a holding company controlled by the famous investor Warren Buffett. Berkshire Hathaway owns a lot of businesses in various insdustries – insurance, railroad, energy, retail, etc. along with the huge portfolio in publicly traded stocks. Total value of Berkshire Hathaway stocks holdings exceed $300 billion. Stock portfolio holdings of every company which manages at least $100 million are reported quarterly to SEC (Security and Exchange Commision) via so-called Form 13F. Latest 13F by Berkshire Hathaway shows the portfolio as of 09/30/2022. It was filed on November, 14 2022.

Here is the list of top 10 Berkshire Hathaway Holdings based on its 13F filing as of the end of September by market value:

Apple Inc. (AAPL) – $123,661,679,000

Bank of America Corp. (BAC) – $30,505,039,000

Coca-Cola Corp. (KO) – $22,407,999,000

Chevron Corp. (CVX) – $23,757,173,000

American Express Co. (AXP) – $20,453,800,000

Kraft Heinz Co. (KHC) – $10,859,921,000

Occidental Petroleum (OXY) – $11,942,909,000

Moodys Corp. (MCO) – $5,997,470,000

Taiwan Semiconductor S.A. – $4,117,774,000

Activision Blizzard (ATVI) – $4,470,946,000

Who owns Berkshire Hathaway stock (BRK.A and BRK.B)

Based on SEC Form DEF 14A (“definitive proxy statement”) we know as of the end of March, 2022 that main institutional shareholders of Berkshire Hathaway were:

  • FMR LLC owned 31,998 shares of Class A Stock.
  • The Vanguard Group 131,774,278 owned shares of Class B Stock
  • Blackrock Inc. owned 101,111,126 owned shares of Class B Stock
  • State Street Corporation 77,706,600 owned shares of Class B Stock

Historically main owners of Berkshire Hathaway stock were individual owners and its board of directors. Main shareholder of Berkshire Hathaway stock throughout the years was Warren Buffett himself – CEO and chairman of its board of directors.

Here is the list of shares that were owned by board of directors and executive officers of Berkshire Hathaway as of the end of March, 2022:

  • Warren E. Buffett – 238,624 shares of Class A stock, 2,412 shares of Class B stock
  • Charles T. Munger (Vice Chairman) – 4,270 shares of Class A stock, 643 shares of Class B stock
  • Ajit Jain (Vice Chairman of Insurance Operations) – 316 shares of Class A stock, 170,958 shares of Class B stock
  • David S. Gottesman (director since 2004) – 6,402 shares of Class A stock, 395 shares of Class B stock
  • Susan A. Buffett (daughter of Warren Buffett) – 81 shares of Class A stock, 3,092,162 shares of Class B stock