13F filing recap · Q2 2025

What did Berkshire Hathaway Inc buy in Q2 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$257.52B

Positions

Estimated turnover

4.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Berkshire Hathaway opened new positions in UnitedHealth Group, Lamar Advertising, and Allegion, and exited T-Mobile US entirely. The firm trimmed Apple and Bank of America slightly, while adding to Chevron. It also increased its stake in Constellation Brands and Nucor moderately, and sharply boosted holdings in Pool Corporation and Lennar. Charter Communications was substantially reduced.

New positions

UNHUnitedHealth Group Incorporated$1.57Breported value+5.04M shares LAMRLamar Advertising Co/new$141.93Mreported value+1.17M shares ALLEAllegion Plc$112.43Mreported value+780.1K shares

Increased positions

CVXChevron Corp$17.48Breported value+3.45M shares+2.9%STZConstellation Brands, Inc.$2.18Breported value+1.39M shares+11.6%DPZDomino’s Pizza, Inc.$1.19Breported value+13.3K shares+0.5%POOLPool Corporation$1.01Breported value+1.99M shares

Reduced positions

AAPLApple Inc.$57.45Breported value-20.00M shares-6.7%BACBank of America Corp$28.64Breported value-26.31M shares-4.2%DVADaVita Inc.$4.81Breported value-1.35M shares-3.8%CHTRCharter Communications, Inc.$433.70Mreported value-923.4K shares

Exited positions

TMUST-Mobile Us, Inc.$1.04Bprior reported value-3.88M shares-100.0%