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Warren Buffett
Portfolio: Top Holdings & Stock Picks

Berkshire Hathaway INC

Value Investing Quality Investing Concentrated Investing

Warren Buffett (Berkshire Hathaway INC) disclosed 41 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $267.33 B billion and a turnover rate of 2.2%.

Portfolio Value
$267.33 B
Total Holdings
41
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
2.22%

Warren Buffett Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
238.21 M $60.66 B 22.69% 9.5 Years -14.92%
AXP
151.61 M $50.36 B 18.84% >10 Years 0.00%
BAC
568.07 M $29.31 B 10.96% 8 Years -6.15%
KO
400 M $26.53 B 9.92% >10 Years 0.00%
CVX
122.06 M $18.96 B 7.09% 5 Years 0.00%
OXY
264.94 M $12.52 B 4.68% 3.5 Years 0.00%
MCO
24.67 M $11.75 B 4.40% >10 Years 0.00%
CB
31.33 M $8.84 B 3.31% 2 Years +15.90%
KHC
325.63 M $8.48 B 3.17% 10 Years 0.00%
17.85 M $4.34 B 1.62% New Buy +100.00%

Recent Moves

Significant New Position
+17.85 M Shares | +$4.34 B Value
Continues to build a major stake in the Communication Services sector
Q3 2025
Added to Core Holding
+4.3 M Shares | +$1.21 B Value
Largest position increase in Financials sector
Q3 2025
Reduced Exposure to Position
-41.79 M Shares | -$10.64 B Value
Significant reduction in holdings of Technology
Q3 2025
Complete Exit
-1.49 M Shares | -$191.49 M Value
Cleared DHI, sector remains in portfolio
Q3 2025

Warren Buffett's Historical Top Holdings Breakdown

Portfolio Date:

Warren Buffett Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
09/30/2025 Reduce -14.9% 238.21 M -41.79 M $10.64 B
09/30/2025 New Buy 17.85 M 17.85 M $4.34 B
BAC
09/30/2025 Reduce -6.2% 568.07 M -37.2 M $1.92 B
CB
09/30/2025 Add 15.9% 31.33 M 4.3 M $1.21 B
09/30/2025 Reduce -32.4% 8.99 M -4.3 M $1.2 B
DVA
09/30/2025 Reduce -4.8% 32.16 M -1.64 M $217.37 M
DHI
09/30/2025 Sold Out 1.49 M -1.49 M $191.49 M
DPZ
09/30/2025 Add 13.2% 2.98 M 348,077 $150.27 M
09/30/2025 Add 4.2% 124.81 M 5.03 M $117.08 M
NUE
09/30/2025 Reduce -3.1% 6.41 M -206,363 $27.95 M

Warren Buffett's Sector Breakdowns

Portfolio Date:

About Warren Buffett

Warren Buffett, widely known as the "Oracle of Omaha," is the chairman and CEO of Berkshire Hathaway. He is considered one of the most successful investors in history, transforming a failing textile company into a multinational conglomerate. His annual letters to shareholders are widely read for their business and investing wisdom. Alongside Bill Gates, he founded The Giving Pledge, committing to donate the majority of his wealth.

Warren Buffett Investment Strategy

Warren Buffett represents the gold standard of Value Investing, shifting his focus from "cigar-butt" stocks to buying "wonderful companies at fair prices." His strategy prioritizes businesses with a durable Economic Moat and consistent cash flows. Unlike broad diversification, Buffett practices high-conviction investing, often concentrating a significant portion of his portfolio in top holdings like [Apple (AAPL)] and [Coca-Cola (KO)]. He seeks to acquire these high-quality assets only when they trade below their Intrinsic Value, ensuring long-term compounding rather than short-term gains.

Warren Buffett 5 Rules for Investing

To invest like the "Oracle of Omaha," one must adhere to his five foundational principles. First, prioritize capital preservation ("Rule No.1: Never lose money"). Second, stay strictly within your Circle of Competence by ignoring businesses you don't understand. Third, always demand a Margin of Safety in the purchase price to minimize risk. Fourth, adopt a Contrarian mindset by being "fearful when others are greedy and greedy when others are fearful." Finally, treat stocks as business ownership with a preferred holding period of "forever," focusing on productive assets over speculation.

Frequently Asked Questions

As of 2025-09-30, Warren Buffett holds 41 stocks. Top positions include AAPL, AXP, BAC, KO, CVX. For full portfolio details, please visit Warren Buffett’s portfolio.

In Q3 2025, Warren Buffett’s largest purchase by dollar amount was GOOGL. For complete transaction details, please visit Warren Buffett’s portfolio.

According to the 13F filing for Q3 2025, Warren Buffett increased their stake in CB.

Warren Buffett’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.