A list of the top 50 Berkshire Hathaway holdings showing which stocks are owned by Warren Buffett's hedge fund.

Context

These are the publicly traded U.S. stocks owned by Warren Buffett’s holding company Berkshire Hathaway, as reported to the SEC.

Warren Edward Buffett is an American investor, business tycoon, philanthropist, and the chairman and CEO of Berkshire Hathaway. He is considered one of the most successful investors in the world and has a net worth of US$78.9 billion as of August 2020, making him the world's seventh-wealthiest person.

The information can be found in the SEC 13F File. The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide some insights into what the smart money is doing in the market.

After obtaining the list of companies in which Berkshire Hathaway invests, we proceeded to search the historical data of each company on NASDAQ.

Content

In total there are 49 files in csv format. They are composed as follows: - 45 files contain the U.S. stocks owned by Berkshire Hathaway. - 2 files contain the historical data from Berkshire Hathaway. Class A stock (BRK-A) and Class B stock (BRK-B). - 1 file contain the list of all the companies with additional information. - 1 file contain the SEC Form 13F.

Column Description

Every company file has the same structure with the same columns: - Date: It is the date on which the prices were recorded. - Close/Last: Is the last price at which a stock trades during a regular trading session. - Volume: Is the number of shares that changed hands during a given day. - Open: Is the price at which a stock started trading when the opening bell rang. - High: Is the highest price at which a stock traded during the course of the trading day. - Low: Is the lowest price at which a stock traded during the course of the trading day.

The two other files have different columns names:

Company List - Name: Name of the company. - Symbol: Ticker symbol of the company.
- Holdings: Number of shares. - Market Price: Current price at which a stock can be purchased or sold. (10/18/20) - Value: (Holdings * Market Price).
- Stake: The amount of stocks an investor owns from a company.

SEC Form 13F

Name of Issuer, Title of Class, CUSIP Number, Market Value, Amount and Type of Security, Investment Discretion (Sole, Shared-Defined, Shared-Other), Other Managers, Voting Authority.

You can find detail information of each column in the SEC General Instructions Form 13F in page 5.

Acknowledgements

SEC EDGAR | Company Filings NASDAQ | Historical Quotes

Inspiration

Possible questions which could be answered are:

• Of the companies that make up the Berkshire Hathaway portfolio, which are the most profitable companies?
• On February 21, 2020, Berkshire Hathaway suffered a large drop in its share price, what was the reason for this large drop?
• The presidential elections in the United States will be soon, do you think this will affect a particular company in the Warren Buffett portfolio and if so, which would affect them more?

More Datasets

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Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Shaw Industries, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company, American Express, The Coca-Cola Company, Bank of America, and Apple. Beginning in 2016, the company acquired large holdings in the major US airline carriers, namely United Airlines, Delta Air Lines, Southwest Airlines, and American Airlines, but sold all of its airline holdings early in 2020. Berkshire Hathaway has averaged an annual growth in book value of 19.0% to its shareholders since 1965, while employing large amounts of capital, and minimal debt. The company is known for its control and leadership by Warren Buffett, who serves as chairman and chief executive, and Charlie Munger, the company's vice chairman.

Berkshire Hathaway, under Warren Buffett, has significantly increased its stake in Constellation Brands, now owning about 6.6% of the company. This strategic investment follows divestments from Citigroup and Nu Holdings.

Synthetic Buffett's Alpha Dataset

This dataset contains realistic synthetic data inspired by the paper “Buffett’s Alpha” (Frazzini, Kabiller, Pedersen, 2018).
It simulates Berkshire Hathaway–style returns, leverage, financing, factor exposures, portfolio decomposition, and systematic replication performance.
All data is artificially generated using stochastic processes (GBM, GARCH-like models) and contains no proprietary or private financial data.

  Dataset overview… See the full description on the dataset page: https://huggingface.co/datasets/DBbun/100K_Buffetts_Alpha_v1.0.

One of the primary concerns in investment planning is to determine the number of shares for asset with relatively high net value of share such as Berkshire Hathaway on Stock market. Traditional asset allocation methods like Markowitz theorem gives the solution as a percentage and this ratio may suggest allocation of half of a share on the market, which is impractical. Thus, it is necessary to propose a method to determine the number of shares for each asset. This paper presents a knapsack based portfolio selection model where the expected returns, prices, and budget are characterized by interval values. The study determines the priority and importance of each share in the proposed model by extracting the interval weights from an interval comparison matrix. The resulted model is converted into a parametric linear programming model in which the decision maker is able to determine the optimism threshold. Finally, a discrete firefly algorithm is designed to find the near optional solutions in large dimensions. The proposed study is implemented for some data from the US stock exchange.

This dataset encapsulates a detailed examination of market dynamics over a five-year period, focusing on the fluctuation of prices and trading volumes across a diversified portfolio. It covers various sectors including energy commodities like natural gas and crude oil, metals such as copper, platinum, silver, and gold, cryptocurrencies including Bitcoin and Ethereum, and key stock indices and companies like the S&P 500, Nasdaq 100, Apple, Tesla, Microsoft, Google, Nvidia, Berkshire Hathaway, Netflix, Amazon, and Meta Platforms. This dataset serves as a valuable resource for analyzing trends and patterns in global markets.

Date: The date of the recorded data, formatted as DD-MM-YYYY. Natural_Gas_Price: Price of natural gas in USD per million British thermal units (MMBtu). Natural_Gas_Vol.: Trading volume of natural gas Crude_oil_Price: Price of crude oil in USD per barrel. Crude_oil_Vol.: Trading volume of crude oil Copper_Price: Price of copper in USD per pound. Copper_Vol.: Trading volume of copper Bitcoin_Price: Price of Bitcoin in USD. Bitcoin_Vol.: Trading volume of Bitcoin Platinum_Price: Price of platinum in USD per troy ounce. Platinum_Vol.: Trading volume of platinum Ethereum_Price: Price of Ethereum in USD. Ethereum_Vol.: Trading volume of Ethereum S&P_500_Price: Price index of the S&P 500. Nasdaq_100_Price: Price index of the Nasdaq 100. Nasdaq_100_Vol.: Trading volume for the Nasdaq 100 index Apple_Price: Stock price of Apple Inc. in USD. Apple_Vol.: Trading volume of Apple Inc. stock Tesla_Price: Stock price of Tesla Inc. in USD. Tesla_Vol.: Trading volume of Tesla Inc. stock Microsoft_Price: Stock price of Microsoft Corporation in USD. Microsoft_Vol.: Trading volume of Microsoft Corporation stock Silver_Price: Price of silver in USD per troy ounce. Silver_Vol.: Trading volume of silver Google_Price: Stock price of Alphabet Inc. (Google) in USD. Google_Vol.: Trading volume of Alphabet Inc. stock Nvidia_Price: Stock price of Nvidia Corporation in USD. Nvidia_Vol.: Trading volume of Nvidia Corporation stock Berkshire_Price: Stock price of Berkshire Hathaway Inc. in USD. Berkshire_Vol.: Trading volume of Berkshire Hathaway Inc. stock Netflix_Price: Stock price of Netflix Inc. in USD. Netflix_Vol.: Trading volume of Netflix Inc. stock Amazon_Price: Stock price of Amazon.com Inc. in USD. Amazon_Vol.: Trading volume of Amazon.com Inc. stock Meta_Price: Stock price of Meta Platforms, Inc. (formerly Facebook) in USD. Meta_Vol.: Trading volume of Meta Platforms, Inc. stock Gold_Price: Price of gold in USD per troy ounce. Gold_Vol.: Trading volume of gold

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A list of the top 50 BlackRock holdings showing which stocks are owned by BlackRock Inc's hedge fund.

Exact solution.

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Research data.

DFA solution.

Extracting interval weights from the interval comparison matrix.