What stock does Berkshire Hathaway own the most of?
One thing that hasn't changed, however, is Buffett's preference for maintaining a highly concentrated portfolio. Apple accounts for more than half of Berkshire Hathaway's U.S. stock portfolio, while the five largest holdings comprise more than 80%. The top 10 holdings account for 93%.
Apple is Berkshire's largest public stock holding by far. Berkshire's $155 billion Apple stake is roughly four times larger than its second-largest holding. Buffett first bought Apple shares in the first quarter of 2016, and Apple's stock price is up more than 500% since the beginning of 2016.
- Bank of America (BAC), 1.03 billion.
- Apple (AAPL), 905.6 million.
- Coca-Cola (KO), 400 million.
- Kraft Heinz (KHC), 325.6 million.
- Occidental Petroleum (OXY), 248.1 million.
- American Express (AXP), 151.6 million.
- Chevron (CVX), 126.1 million.
- Nu Holdings (NU), 107.1 million.
The current portfolio value is calculated to be $347.36 Bil. The turnover rate is 1%. In Warren Buffett's current portfolio as of 2023-12-31, the top 5 holdings are Apple Inc (AAPL), Bank of America Corp (BAC), American Express Co (AXP), Coca-Cola Co (KO), Chevron Corp (CVX), not including call and put options.
Five companies make up roughly 79% of Berkshire Hathaway's equity holdings as of December 31, 2023: Apple, American Express, Coca-Cola, Bank of America, and Chevron.
Largest shareholders include Berkshire Hathaway Inc, Vanguard Group Inc, BlackRock Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Jpmorgan Chase & Co, Geode Capital Management, Llc, Fmr Llc, and Morgan Stanley .
Anyone can invest in Berkshire Hathaway if they have enough money to buy at least one Class B share (about $360 in late 2023). For comparison, hedge funds are open only to accredited investors, meaning those with a high income or net worth and who can meet the fund's minimum investment, which can be $1 million or more.
Buffett has mentioned that BRK-A shares will never undergo a stock split. However, BRK-A shares tend to be illiquid. If you have limited funds and want a position in Berkshire Hathaway, BRK-B is more affordable. However, do note that it takes about 1,500 BRK-B to equal 1 BRK-A share.
BOTH are exceptionally successful. Bigger does NOT mean “better” Past performance has nothing to do with future performance. Berkshire Hathaway has about SEVEN times the market cap of Black Rock.
The most expensive stock listed on U.S. exchanges is Berkshire Hathaway. At the time of this writing, Berkshire Hathaway stock was trading at $623,000 a share. But that price point is for its Class A stock (BRK. A).
Does Warren Buffett own Walmart?
Warren Buffett was a major shareholders in Walmart until 2016, when he sold most of Berkshire Hathaway's stake in the retailer. At that time, Buffett cited Jeff Bezos and Amazon as a threat that made retail stocks a “tough” game.
"The Gates portfolio has significant investments in artificial intelligence, tech, as well as crucial sectors like transportation and waste management, which are closely tied to the economy, as well as holdings in companies like Berkshire Hathaway, providing exposure to insurance and energy sectors."
If you want to invest in Berkshire Hathaway as an individual stock, you'll need a brokerage account to do so. Brokerage accounts are investment accounts where you can purchase investments, such as stocks. First you'll need to open the account; then you can add money to it.
It's important to clarify that McDonald's stock is not directly in Buffett's Berkshire Hathaway portfolio. Rather, its position is held in New England Asset Management (NEAM), a subsidiary of Berkshire Hathaway.
Berkshire Hathaway's Coca-Cola Stake
That's 7.00% of their entire equity portfolio (4th largest holding). The investor owns 9.12% of the outstanding Coca-Cola stock. The first Coca-Cola trade was made in Q4 1998. Since then Warren Buffett bought shares ten more times and sold shares on eight occasions.
Meet Greg Abel, Warren Buffett's successor and heir apparent to Berkshire Hathaway. Warren Buffett named Greg Abel, 61, as his successor at Berkshire Hathaway back in 2021. Abel started out as an accountant, before taking the reins as CEO of Berkshire Hathaway Energy.
According to the latest TipRanks data, approximately 56.71% of Amazon (AMZN) stock is held by retail investors. Who owns the most shares of Amazon (AMZN)? Jeffrey Bezos owns the most shares of Amazon (AMZN).
1. Vanguard Group – 1,317,966,471 – 8.47% Vanguard Group, the world's second-largest asset manager, is Apple's largest shareholder among institutional investors.
| Holder | Shares | Date Reported |
|---|---|---|
| Vanguard Group Inc | 493,810,251 | Dec 30, 2023 |
| Blackrock Inc. | 414,988,271 | Dec 30, 2023 |
| FMR, LLC | 227,009,524 | Dec 30, 2023 |
| State Street Corporation | 222,759,661 | Dec 30, 2023 |
It's all about the stock
So there's no reason to expect a dividend to be paid anytime soon, given the level of control and ownership Buffett has at the company. Thus, if you are an investor trying to live off the income you can generate from your portfolio, then Berkshire Hathaway would be a bad option for you.
What is Warren Buffett's average rate of return?
Warren Buffett has attained legendary status in the investment world, thanks to the incredible returns he has racked up over the past nearly-60 years at Berkshire Hathaway (BRK.B) . Buffett has generated average annual returns of 22%, doubling the S&P 500, since he got started in 1965, according to Yahoo Finance.
To be sure, Berkshire stock may someday become overvalued, but not at a measly 1.5 times book value. Buffett and his investment team have consistently figured out ways to grow shareholder value over the long term, and short-term swings in valuation have never hindered the stock's long-term investment thesis.
Going from Buffett's past history, it's unlikely that the company will pay investors a dividend while he remains in charge. There's every chance that Berkshire Hathaway's future CEO also decides against paying dividends, especially given Buffett's track record of creating shareholder value by other means.
Berkshire Hathaway stock price stood at $420.24
According to the latest long-term forecast, Berkshire Hathaway price will hit $500 by the end of 2024 and then $600 by the end of 2026. Berkshire Hathaway will rise to $700 within the year of 2027, $800 in 2029, $900 in 2030, $1000 in 2033 and $1100 in 2035.
Berkshire Hathaway doesn't pay a dividend itself, but the vast majority of stocks that it owns do. Buffett's such a big fan of dividend payers that a majority of Berkshire's holdings are concentrated in a handful of dividend-paying stocks.
