Warren Buffett - Berkshire Hathaway 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 14, 2025, the Berkshire Hathaway portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys - Alphabet Inc.
Increases - Chubb Limited, Domino's Pizza Inc, Lamar Advertising Company, Lennar Corporation, Lennar Corporation, and 1 more
Reductions - Apple Inc., Bank of America Corporation, DaVita Inc., Nucor Corporation, VeriSign, Inc.
Complete Exits - D.R. Horton, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2025
|
AAPL
Apple Inc.
|
Sell |
-41,787,236
|
|
Q3 2025
|
BAC
Bank of America Corporation
|
Sell |
-37,197,363
|
|
Q3 2025
|
CB
Chubb Limited
|
Buy |
+4,299,111
|
|
Q3 2025
|
DHI
D.R. Horton, Inc.
|
Sell - Position Exit |
-1,485,350
|
|
Q3 2025
|
DPZ
Domino's Pizza Inc
|
Buy |
+348,077
|
|
Q3 2025
|
DVA
DaVita Inc.
|
Sell |
-1,635,962
|
|
Q3 2025
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+17,846,142
|
|
Q3 2025
|
LAMR
Lamar Advertising Company
|
Buy |
+32,603
|
|
Q3 2025
|
LEN
Lennar Corporation
|
Buy |
+1,957
|
|
Q3 2025
|
LEN-B
Lennar Corporation
|
Buy |
+50
|
|
Q3 2025
|
NUE
Nucor Corporation
|
Sell |
-206,363
|
|
Q3 2025
|
SIRI
SiriusXM Holdings Inc
|
Buy |
+5,030,425
|
|
Q3 2025
|
VRSN
VeriSign, Inc.
|
Sell |
-4,300,000
|