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

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

Context

Berkshire Hathaway Inc. is an American holding company, whose conglomerate includes over 80 companies with activities spanning a wide range of business areas, including insurance and reinsurance, rail freight, energy supply, financial services, manufacturing, and wholesale and retail. The chairman is the major US investor and multi-billionaire Warren Buffett.

As of August 2024 Berkshire Hathaway has a market cap of $930.23 Billion. This makes Berkshire Hathaway the world's 8th most valuable company by market cap according to our data. The market capitalization, commonly called market cap, is the total market value of a publicly traded company's outstanding shares and is commonly used to measure how much a company is worth.

Content

Geography: USA

Time period: Jan 2015- July 2024

Unit of analysis: Berkshire Hathaway Stock Price Data

Variables

Acknowledgements

This dataset belongs to me. I’m sharing it here for free. You may do with it as you wish.

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Berkshire Hathaway reported $5.63B in Interest Income for its fiscal quarter ending in March of 2025. Data for Berkshire Hathaway | BRKB - Interest Income including historical, tables and charts were last updated by Trading Economics this last December in 2025.

Warren Buffett made his first million U.S. dollars at thirty years old. At 83 years old, his wealth amounted to **** billion U.S. dollars.

Buffett’s wealth

Warren Buffett is one of the most renowned and successful investors worldwide. The most significant business association is his leadership of Berkshire Hathaway. It is a conglomerate involved in multiple industries. Under his leadership, the company is one of the largest in the world by market value (******). Warren Buffet’s investment style is called “value investing”. It means that he seeks undervalued companies with high growth potential.

Other high net worth individuals

Buffett has consistently ranked as one of the world’s top billionaires. While the richest individuals in the world tend to be from North America and Europe, the largest concentration of billionaires is in the Asia-Pacific region. Billionaires around the world generate a lot of interest, though there are only several hundreds of them worldwide.

Berkshire Hathaway reported $-116.49B in Operating Profit for its fiscal quarter ending in June of 2025. Data for Berkshire Hathaway | BRKB - Operating Profit including historical, tables and charts were last updated by Trading Economics this last December in 2025.

Introduction

Warren Edward Buffett (born August 30, 1930) is an American business magnate, investor, and philanthropist. He is currently the chairman and CEO of Berkshire Hathaway. He is one of the most successful investors in the world and has a net worth of over $95 billion as of October 2022, making him the world's sixth-wealthiest person.

Buffett was born in Omaha, Nebraska. He developed an interest in business and investing in his youth, eventually entering the Wharton School of the University of Pennsylvania in 1947 before transferring to and graduating from the University of Nebraska at 19. He went on to graduate from Columbia Business School, where he molded his investment philosophy around the concept of value investing pioneered by Benjamin Graham. He attended the New York Institute of Finance to focus on his economics background and soon after began various business partnerships, including one with Graham. He created Buffett Partnership, Ltd in 1956 and his firm eventually acquired a textile manufacturing firm called Berkshire Hathaway, assuming its name to create a diversified holding company. In 1978, Charlie Munger joined Buffett as vice-chairman.

Buffett has been the chairman and largest shareholder of Berkshire Hathaway since 1970. He is noted for his adherence to value investing, and his personal frugality despite his immense wealth. (Reference- Wikipedia)

Context

Every year Warren Buffet shares his views about the market and the company's (Berkshire Hathway) stock performance for the year. And, also express his views on the investment opportunity going forward, based on the economic condition.

This dataset is a collection of letters written by him from 1977 - 2021.

If you are into Financial analytics or like analyzing financial data, this dataset can provide the type of data analysis from an NLP standpoint based on the facts and inference made by The Great Warren Buffet. A detailed analysis using the text data can provide some pattern towards what is good with the current economy or what is the risk expected by an investor going forward, and a lot more.

I am really excited to share this dataset on Kaggle and expect diversified analysis using this dataset. Hope you will have fun working with this dataset. Happy Learning!

Context

The S&P 500,[2] or simply the S&P,[4] is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices.[5] The average annual total return and compound annual growth rate of the index, including dividends, since inception in 1926 has been approximately 9.8%, or 6% after inflation; however, there were several years where the index declined over 30%.[6][7] The index has posted annual increases 70% of the time.[5] However, the index has only made new highs on 5% of trading days, meaning that on 95% of trading days, the index has closed below its all-time high.[8]

For a list of the components of the index, see List of S&P 500 companies. The components that have increased their dividends in 25 consecutive years are known as the S&P 500 Dividend Aristocrats.[9]:25

The S&P 500 index is a capitalization-weighted index and the 10 largest companies in the index account for 26% of the market capitalization of the index. The 10 largest companies in the index, in order of weighting, are Apple Inc., Microsoft, Amazon.com, Alphabet Inc., Facebook, Johnson & Johnson, Berkshire Hathaway, Visa Inc., Procter & Gamble and JPMorgan Chase, respectively.[2]

Funds that track the index have been recommended as investments by Warren Buffett, Burton Malkiel, and John C. Bogle for investors with long time horizons.[10]

Although the index includes only companies listed in the United States, companies in the index derive on average only 71% of their revenue in the United States.[11]

The index is one of the factors in computation of the Conference Board Leading Economic Index, used to forecast the direction of the economy.[12]

The index is associated with many ticker symbols, including: ^GSPC,[13] INX,[14] and $SPX, depending on market or website.[15] The index value is updated every 15 seconds, or 1,559 times per trading day, with price updates disseminated by Reuters.[16]

The S&P 500 is maintained by S&P Dow Jones Indices, a joint venture majority-owned by S&P Global and its components are selected by a committee.[17][18]

Content

What's inside is more than just rows and columns. Make it easy for others to get started by describing how you acquired the data and what time period it represents, too.

Acknowledgements

We wouldn't be here without the help of others. If you owe any attributions or thanks, include them here along with any citations of past research.

Inspiration

Your data will be in front of the world's largest data science community. What questions do you want to see answered?

In 2024, insurance premiums written in the United States amounted to **** trillion U.S. dollars, which includes property/casualty premiums in addition to life/annuity premiums. This market has been steadily expanding since 2009; however, it saw a decline in 2020 owing to the economic effects of the coronavirus (COVID-19) pandemic. The amount of money charged to the organization or person for the insurance coverage is known as the premium. Between 2021 and 2022, the value of gross premiums written in all 38 OECD countries grew by *** billion U.S. dollars. Which country leads the global insurance market? The United States was the leading direct premium writing country worldwide in terms of the value of written premiums. The non-life insurance sector turned out to be larger than the life sector in the United States. In 2023, the value of both life and non-life insurance premiums in the United States was estimated to account for approximately ** percent of the global market share. China was ranked second with a ** percent share of the global market. Leading insurance companies globally by revenue The Berkshire Hathaway Corporation, which is owned by Warren Buffett and has its headquarters in the United States state of Nebraska, ranked as the largest insurance company globally in 2023, with revenues exceeding *** billion U.S. dollars. Nonetheless, the subsequent largest insurer was Ping An Insurance, which is situated in the rapidly expanding Chinese city of Shenzhen.

Comprehensive market update covering AI-driven stock gains, government shutdown impacts, cryptocurrency surges, and major corporate moves including Tesla deliveries and Buffett's Occidental deal.