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 date of March 31, 2026. However, the source text provided contains no explicit confirmation of the quarter end date within the narrative or table headers, only the raw data rows. The data represents equity holdings reported to the SEC.
Key Financial Metrics and Holdings
This filing details the specific equity positions held by Berkshire Hathaway. It does not report Berkshire's consolidated revenue, profit, cash flow, or debt levels. The table lists the value, share count, and voting authority for individual securities.
| Issuer | Security Class | Total Shares Reported (Approx.) | Total Value Reported (Approx.) |
|---|---|---|---|
| Apple Inc. | Common Stock | 225,521,828 | $89.1 Billion |
| American Express Co. | Common Stock | 151,610,700 | $45.9 Billion |
| Bank of America Corp. | Common Stock | 515,624,165 | $23.9 Billion |
| Coca-Cola Co. | Common Stock | 401,088,000 | $24.0 Billion |
| Alphabet Inc. | Class A & C | 57,885,013 | $17.7 Billion |
| Occidental Petroleum Corp. | Common Stock | 264,941,431 | $17.2 Billion |
| Ally Financial Inc. | Common Stock | 28,999,900 | $11.8 Billion |
| Chubb Ltd. | Common Stock | 34,249,183 | $11.2 Billion |
| Kraft Heinz Co. | Common Stock | 325,634,818 | $7.3 Billion |
| Chevron Corp. | Common Stock | 84,375,856 | $7.5 Billion |
Note: Values and share counts are aggregated from multiple rows per issuer in the source text. "DFND" indicates Discretionary authority.
Material Changes and Observations
The source text provided is a static snapshot of holdings and does not contain comparative data against the prior quarter (e.g., Q4 2025). Therefore, material changes in position size, new entries, or exits cannot be calculated from this text alone. The filing lists holdings across various sectors including Technology (Apple, Alphabet), Financials (Bank of America, American Express, Ally, Chubb), Consumer Staples (Coca-Cola, Kraft Heinz), and Energy (Chevron, Occidental).
Guidance, Risks, and Contingencies
Guidance: Form 13F filings do not contain management guidance, outlook, or commentary on future performance.
Risks: The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness. The primary risk inherent in this data is the concentration of assets in a limited number of large-cap equities.
Unusual Items: The filing lists holdings in "Liberty Live Holdings Inc" (Series A and C) and "DaVita Inc," which may represent specific strategic or passive investments. No unusual items or contingencies are described in the text.
Investor Verification Checklist
- Verify Reporting Date: Confirm if the "2026 Mar 31" metadata is accurate or a placeholder, as the text itself lacks a specific period header.
- Aggregate Holdings: Manually sum the share counts for multi-row issuers (e.g., Apple, Bank of America) to determine total exposure, as the table splits positions by voting authority or account.
- Compare to Prior 13F: Retrieve the previous quarter's Form 13F to calculate actual changes in position size (buy/sell activity).
- Check for Derivatives: Note that this table lists "SH" (Shares) and "PRN" (Principal Amount) but does not explicitly detail complex derivative overlays that may exist in the portfolio.
- Confirm Voting Authority: Review the "Voting Authority" column (Sole, Shared, None) to understand the extent of Berkshire's control over these positions.