These Were the 5 Biggest Moves Warren Buffett's Berkshire Hathaway Made in Its Most Recent Quarter

David Jagielski, The Motley Fool

Sat, Mar 8, 2025, 5:15 AM 5 min read

Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) precocious filed its 13F form, which shows investors its latest positions. And by comparing them to erstwhile filings, investors tin spot which stocks the institution has been buying and selling. Investors often heap into stocks that Berkshire has been buying, wanting to mimic the company's moves.

Here were the 5 biggest moves that Berkshire made past 4th (which covered the past 3 months of 2024), based connected changes successful stock count.

Buffett has agelong been a instrumentality of slope stocks, and it's typically not hard to find them successful Berkshire's portfolio. One of his largest holdings is successful Bank of America (NYSE: BAC). It's the second-largest slope successful the U.S. based connected its assets, and investing successful it is simply a large mode to nett from the country's semipermanent maturation and success. Buffett often encourages investors to "bet connected America."

But past quarter, Berkshire unloaded much than 117 cardinal shares of Bank of America stock. Berkshire inactive has a astir 9% involvement successful the apical slope and it remains its third-largest holding, down Apple and American Express. However, the simplification is the astir notable determination for Buffett this past quarter.

It whitethorn not person been specifically owed to Buffett's outlook for the peculiar banal and alternatively it whitethorn person been owed to a tendency to trim Berkshire's vulnerability to the assemblage arsenic a whole, arsenic this isn't the lone bank stock connected this list.

The next-largest determination (based connected stock count) for Berkshire was the simplification of much than 46 cardinal shares of Nu Holdings (NYSE: NU), which provides integer banking services. It has 114 cardinal customers successful aggregate markets, including Mexico, Brazil, and Colombia. It is simply a fast-growing business, reporting 58% gross maturation successful 2024.

After the banal sale, Berkshire inactive has much than 40 cardinal shares of Nu Holdings, but successful presumption of wide value, it's 1 of its smallest positions, accounting for conscionable 0.1% of the wide portfolio.

Citigroup (NYSE: C) is yet different slope banal that Berkshire trimmed its presumption successful past quarter. The apical slope has been progressive successful restructuring efforts successful caller years successful bid to amended its fiscal performance, and this twelvemonth it has continued to chopped jobs.

Buffett's income of Citigroup whitethorn beryllium a motion that helium isn't optimistic astir its turnaround, oregon possibly is simply portion of a broader extremity successful reducing his wide vulnerability to slope stocks. After the banal sale, Berkshire present has little than 15 cardinal shares successful Citigroup, making this 1 of the much drastic reductions his institution made during the past quarter. Citigroup presently accounts for 0.4% of Berkshire's wide portfolio.