Warren Buffett, known as the “Oracle of Omaha,” is considered one of the most successful investors of all time. He first bought a stock at age 11. He runs Berkshire Hathaway, a holding company headquartered in Omaha, Nebraska, United States.
Between the years 1965 and 2020, Berkshire Hathaway portfolio posted a 20% compound annual gain. Berkhsire Hathaway double that of the S&P 500 index. The S&P 500 is a stock index that represents the stocks of the 500 largest listed US companies. The index is weighted according to market capitalization (the total value of the shares in circulation).
The following will show the companies Warren Buffett is invested in (dated September 30, 2021 and reported in Berkshire Hathaway’s 13F filing on November 15, 2021):
The Investment Portfolio of Warren Buffet:
|
Company |
Value |
% of portfolio |
|
Apple Inc |
$156,218,261,661 |
44.5% |
|
Bank of America Corp |
$50,733,690,535 |
14.5% |
|
American Express Company |
$26,462,131,578 |
7.5% |
|
Coca-Cola Co |
$24,224,000,000 |
6.9% |
|
Kraft Heinz Co |
$12,162,460,452 |
3.5% |
|
Moody’s Corporation |
$9,187,765,421 |
2.6% |
|
US Bancorp |
$8,778,183,350 |
2.5% |
|
Verizon Communications Inc. |
$8,597,174,245 |
2.5% |
|
BYD Co. Ltd |
$7,103,250,000 |
2.0% |
|
Bank of New York Mellon Corp |
$4,599,097,007 |
1.3% |
|
Davita Inc |
$4,048,118,176 |
1.2% |
|
General Motors Company |
$3,727,200,000 |
1.1% |
|
Chevron Corporation |
$3,585,069,523 |
1.0% |
|
Verisign, Inc. |
$3,066,648,035 |
0.9% |
|
Kroger Co |
$2,996,713,635 |
0.9% |
|
Charter Communications Inc |
$2,620,014,449 |
0.7% |
|
Itochu Corporation |
$2,512,299,780 |
0.7% |
|
Liberty Sirius XM Group Series C |
$2,135,785,824 |
0.6% |
|
Visa Inc |
$2,098,577,472 |
0.6% |
|
AbbVie Inc |
$1,947,251,517 |
0.6% |
|
Snowflake Inc |
$1,840,614,234 |
0.5% |
|
Amazon.com, Inc. |
$1,733,902,291 |
0.5% |
|
Mastercard Inc |
$1,591,174,181 |
0.5% |
|
Bristol-Myers Squibb Co |
$1,382,563,357 |
0.4% |
|
Aon PLC |
$1,253,651,280 |
0.4% |
|
Liberty Sirius XM Group Series A |
$998,865,622 |
0.3% |
|
Restoration Hardware Holdings, Inc common stock |
$881,611,925 |
0.3% |
|
Store Capital Corp |
$836,951,959 |
0.2% |
|
Globe Life Inc |
$635,309,163 |
0.2% |
|
T-Mobile Us Inc |
$571,273,160 |
0.2% |
|
Royalty Pharma plc |
$521,366,473 |
0.1% |
|
Marsh & McLennan Companies, Inc. |
$452,087,982 |
0.1% |
|
Teva Pharmaceutical Industries Ltd |
$379,968,940 |
0.1% |
|
Sirius XM Holdings Inc |
$273,740,676 |
0.1% |
|
StoneCo Ltd |
$174,121,893 |
0.0% |
|
Floor & Decor Holdings Inc |
$93,824,884 |
0.0% |
|
Johnson & Johnson |
$56,823,812 |
0.0% |
|
Procter & Gamble |
$51,473,280 |
0.0% |
|
MONDELEZ INTERNATIONAL INC Common Stock |
$39,026,560 |
0.0% |
|
Wells Fargo & Co |
$37,161,723 |
0.0% |
|
Liberty Latin America Ltd Class A |
$31,069,654 |
0.0% |
|
Vanguard 500 Index Fund ETF |
$18,462,480 |
0.0% |
|
SPDR S&P 500 ETF Trust |
$18,395,466 |
0.0% |
|
Liberty Latin America Ltd Class C |
$14,907,472 |
0.0% |
|
United Parcel Service, Inc. |
$12,952,170 |
0.0% |
|
TOTAL |
$350,704,993,295 |
100.0% |
|
Berkshire Cash as of 30 Sep 21: $149.2 billion |
|
|
Source:
https://www.cnbc.com/berkshire-hathaway-portfolio/
*It should be noted that Warren Buffett also owns shares in a large number of other companies that are not listed on the stock market. Those companies are not listed in the table above.
The largest position of Warren Buffet’s investment portfolio is Apple (44.5%). It is by far Warren Buffett’s biggest investment position. He first bought Apple in the first quarter of 2016. Bank of America is Warren Buffett’s second largest position (14.5%), followed by American Express (7.5%), Coca-Cola (6.9%) and Kraft Heinz (3.5%). Warren Buffett’s largest holdings mentioned above account for more than 75% of his current investment portfolio.
Changes in the Investment Portfolio of Warren Buffet in the third quarter of 2021:
In the third quarter of 2021, Warren Buffett invested in Royalty Pharma and Floor & Decor. At the same time, he reduced his positions in the following companies: Charter Communications Inc, AbbVie Inc, Bristol-Myers Squibb Co, Marsh & McLennan Companies Inc, U.S. Bancorp, MasterCard and Visa. He sold out Merck & Co Inc, Liberty Global PLC and Organon & Co.
The Investment Strategy of Warren Buffet:
Warren Buffet is well known as a buy-and-hold investor. He often holds stocks, which he buys, for years or even decades. Warren Buffet’s stocks often tend to be dividend growing stocks. One example is his fourth biggest position Coca-Cola, which he bought in 1987. Coca-Cola has grown dividends in about 60 years in a row.
Sources:
https://www.cnbc.com/berkshire-hathaway-portfolio
Thanks
Smart Man
Interesting that Warren Buffett does not hold any stock in Berkshire Hathaway.