SEC Filing Summary: Form 13F Information Table
Business Context and Reporting Period
Company: Berkshire Hathaway Inc.
Filing Type: Form 13F Information Table (Quarterly Report of Holdings)
Reporting Period: The filing metadata indicates a period of June 30, 2026. However, the source text does not explicitly confirm the quarter or year within the table data itself, and the date provided in the metadata appears to be a future date relative to current market conditions. The filing details the equity securities held by the reporting manager.
Key Financial Metrics and Portfolio Composition
This filing is a disclosure of holdings and does not contain revenue, profit, cash flow, or debt metrics for Berkshire Hathaway Inc. The table lists the value and share count of specific equity positions held as of the reporting date.
Top Holdings by Reported Value (Selected):
- Apple Inc. (AAPL): Multiple tranches totaling approximately $80.7 million in value for one tranche, with significant aggregate holdings across various accounts.
- Alphabet Inc. (GOOG/GOOGL): Significant positions in both Class A and Class C shares, with one Class C tranche valued at approximately $9.6 billion.
- American Express Co (AXP): Major holding with one tranche valued at approximately $50.4 billion.
- Coca-Cola Co (KO): Substantial holdings, with one tranche valued at approximately $23.0 billion.
- Bank of America Corp (BAC): Large position with one tranche valued at approximately $17.6 billion.
- Occidental Petroleum Corp (OXY): Significant holding valued at approximately $12.9 billion.
- Chubb Limited (CB): Holding valued at approximately $11.7 billion.
Material Changes and Voting Authority
The filing text does not provide comparative data against the prior period; therefore, material changes in position size cannot be calculated from this document alone. The table indicates that for all listed securities, the reporting manager has Sole voting authority and None shared voting authority. The "Other" column indicates "DFND" (Discretionary) for all entries.
Guidance, Outlook, and Risks
Management Commentary: None. Form 13F filings are statutory disclosures of holdings and do not contain management commentary, guidance, or outlook.
Risks and Contingencies: The filing includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness. No specific business risks or contingencies are detailed in this table.
Investor Verification Checklist
- Verify Reporting Date: Confirm the actual quarter and year of the filing, as the metadata date (June 30, 2026) requires validation against the official SEC filing timestamp.
- Aggregate Holdings: Sum the values across all tranches for each issuer to determine the total position size, as the table lists multiple entries per company.
- Compare to Prior 13F: Retrieve the previous quarter's Form 13F to calculate net buying or selling activity for key positions like Apple, American Express, and Occidental Petroleum.
- Check for Derivatives: Review the "Put/Call" column (currently empty in this text) to ensure no derivative positions were omitted or misclassified.