Warren Buffett Stocks: The Berkshire Hathaway Portfolio

The Berkshire Hathaway portfolio is a diverse set of blue chips, and increasingly, lesser-known growth bets. Here's a look at every stock picked by Warren Buffett and his lieutenants.

Warren Buffett
(Image credit: Getty Images)

Warren Buffett's stock picks ain't what they used to be.

The Berkshire Hathaway (BRK.B) equity portfolio has changed dramatically over the past few years. For one, Berkshire Hathaway's investment arm has gained a taste for growth plays.

Although old-guard favorites such as American Express and Coca-Cola still form the core of the portfolio, Buffett & Co. have taken a shine to names such as Apple and Amazon.com, and even to lesser-known firms such as Snowflake and Nu Holdings.

One thing that hasn't changed, however, is Buffett's preference for maintaining a highly concentrated portfolio. Berkshire Hathaway's five largest holdings comprise 80% of the portfolio's total value. The top 10 account for 88%. But whether we're talking about Berkshire's biggest bets or the scores of stocks it maintains at the margins, Buffett's focus shifted after the COVID-19 pandemic drastically altered the investment landscape.

Buffett owned airline stocks at the start of 2020; now he holds none. Banks were aces among Buffett stocks to begin 2020; Berkshire spent the past two-plus years kicking most of them to the curb. And it seems like only yesterday that Buffett was an enthusiastic buyer of select pharmaceutical names. Today, most of those positions have been closed out too.

If you want to know which stocks legendary investor Warren Buffett feels are worth his time and attention, look no further than the Berkshire Hathaway equity portfolio. (And as always, remember: A number of these stocks were actually picked by co-portfolio managers Todd Combs and Ted Weschler.)

Read on as we take a look at the entire Berkshire Hathaway portfolio, dive into Buffett's most recent buys and sells, and examine some of the holding company's largest positions. 

Disclaimer

Price, share totals and other data as of November 14, 2023. Sources: Berkshire Hathaway’s SEC Form 13F filed November 14, 2023, for the reporting period ended September 30, 2023; and WhaleWisdom.

Dan Burrows
Senior Investing Writer, Kiplinger.com

Dan Burrows is Kiplinger's senior investing writer, having joined the august publication full time in 2016.


A long-time financial journalist, Dan is a veteran of SmartMoney, MarketWatch, CBS MoneyWatch, InvestorPlace and DailyFinance. He has written for The Wall Street Journal, Bloomberg, Consumer Reports, Senior Executive and Boston magazine, and his stories have appeared in the New York Daily News, the San Jose Mercury News and Investor's Business Daily, among other publications. As a senior writer at AOL's DailyFinance, Dan reported market news from the floor of the New York Stock Exchange and hosted a weekly video segment on equities.


Once upon a time – before his days as a financial reporter and assistant financial editor at legendary fashion trade paper Women's Wear Daily – Dan worked for Spy magazine, scribbled away at Time Inc. and contributed to Maxim magazine back when lad mags were a thing. He's also written for Esquire magazine's Dubious Achievements Awards.


In his current role at Kiplinger, Dan writes about equities, fixed income, currencies, commodities, funds, macroeconomics, demographics, real estate, cost of living indexes and more.


Dan holds a bachelor's degree from Oberlin College and a master's degree from Columbia University.


Disclosure: Dan does not trade stocks or other securities. Rather, he dollar-cost averages into cheap funds and index funds and holds them forever in tax-advantaged accounts.