Conglomerate · CIK 0001067983

Warren Buffett

Berkshire Hathaway
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Warren Buffett runs Berkshire Hathaway, a conglomerate overseeing $274.16B in disclosed equity holdings (SEC CIK 0001067983). The latest portfolio (2025Q4) discloses 42 positions across 10 sectors, with the largest positions in AAPL, AXP and BAC. On a mark-to-market basis the tracked portfolio has returned 13.6% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Warren's filingsView holdings
Portfolio
$274.16B
Positions
42
Quarter
2025Q4
Filings tracked
40
1Y+13.6%3Y+68.9%5Y+79.4%10Y+109.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
1-YearTWR
+13.61%
since 2024Q4
3-Yearactual
+68.90%
since 2022Q4
5-Yearactual
+79.45%
since 2020Q4
10-Yearbacktest
+109.26%
since 2016-04-20

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Warren Buffett (Berkshire Hathaway)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Warren's portfolio is 13.6% over the last 12 months · 96.0% since 2016Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Warren Buffett
+72.3%
SPY
+69.5%
Alpha
+2.8pp
771031291541802021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$348.19B+$174.10B$0-$174.10B-$348.19B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$5.33B
Lifetime buys
$447.94B
Lifetime sells
$576.53B
Portfolio over time
AUMPositions
$0$119.97B$239.95B$363.55B491'22Q1'23Q4'25Q4
QoQ AUM
+2.6%
16Q lifetime AUM
-24.6%
QoQ positions
+1
16Q lifetime positions
-7
Position concentration
1 positions
Top 1
100%
of book
  • Top 1100%$1.70BCHUBB LIMITE
  • Top 2-50%$0—
  • Top 6-100%$0—
  • Top 11-200%$0—
  • Rest0%$0—