15 Biggest of Berkshire Hathaway Portfolio in 2021- According to Berkshire Hathaway annual report in 2021, there are 15 Biggest of Berkshire Hathaway Investment Portfolio in 2021. This investment portfolio has been collected by the Berkshire Hathaway. These data were fully obtained from Berkshire Hathaway Annual Report 2021.
For the last 60 years, The Berkshire Hathaway has Developed into giant companies with diversified investment portfolio from miscellaneous sectors. Founded on 1839 in Cumberland, Rhode Island by Oliver Chace, this company has transformed from a textile manufacturing company to Holding company. After Warren Buffet had bought this company from Seabury Stanton, he changed the direction of Berkshire Hathaway business from textile to Diversified investment companies. To date, Berkshire Hathaway has owned some companies in Insurance, Railroad, Utilities and Energy, Manufacturing, Service and Retailing sectors. According to Annual Report of Berkshire Hathaway in 2021, this Omaha-based company has revenue 276 billion US Dollar with net income around 90 billion US Dollar. Furthermore, the Berkshire Hathaway’s assets are around 958 billion US dollars with Liabilities 443 billion US Dollars.
As the leader of Berkshire Hathaway, Warren Buffet is one of the world’s most legendary and leading investors that was born in Omaha, August 30th, 1930. With more than 70 years of experience in the financial investment and stock market, he has more money and fame. His genius in investing in the capital market has raised his names to become one of the world’s leading investors that has generated trillions of dollars from stock market.
Under the guidance of Warren Buffet, Berkshire Hathaway has some biggest collection of portfolio investment. Here are the 15 Biggest of Berkshire Hathaway Investment Portfolio in 2021. These data were fully obtained from Berkshire Hathaway annual report in 2021.
Table Rank of 15 Biggest of Berkshire Hathaway Portfolio in 2021
| Rank | Berkshire Hathaway Portfolio | Cost of Investment | Number of Shares | Market Value |
|---|---|---|---|---|
| in 2021 | US Dollar | US Dollar | ||
| 1 | Apple Inc | 31 billion | 907,559,761 | 161 billion |
| 2 | Bank of America | 14.6 billion | 1,032,852,006 | 45.9 billion |
| 3 | American Express Company | 1.2 billion | 151,610,700 | 24.8 billion |
| 4 | The Coca-Cola Company | 1.29 billion | 400,000,000 | 23.6 billion |
| 5 | Moody Corporation | 248 million | 24,669,778 | 9.6 billion |
| 6 | Verizon Communication | 9.3 billion | 158,824,575 | 8.2 billion |
| 7 | US BankCorp | 5.3 billion | 143,456,05 | 8.0 billion |
| 8 | BYD Co Ltd | 232 million | 225,000,000 | 7.6 billion |
| 9 | Chevron | 3.4 billion | 38,245,036 | 4.4 billion |
| 10 | The Bank of Mellon Corp | 2.9 billion | 66,835,615 | 3.8 billion |
| 11 | General Motor | 1.6 billion | 52,975,000 | 3.1 billion |
| 12 | Itochu | 2.0 billion | 89,241,00 | 2.7 billion |
| 13 | Mitsubishi Corporation | 2.1 billion | 81,714,80 | 2.59 billion |
| 14 | Charter Communication | 643 million | 3,828,941 | 2.4 billion |
| 15 | Mitsui & Co., Ltd | 1.6 billion | 93,776,200 | 2.2 billion |
| Source : Berkshire Hathaway Annual Report, 2021 | ||||
Brief Description of 15 Biggest of Berkshire Hathaway Portfolio in 2021
1. Apple Inc
Apple is a leading technology company from Cupertino, California, the United States which was founded by the duo Steve, namely Steve Wozniak and Steve Jobs with the help of Ronald Wayne as investor. This company is well-known for its innovation and quality product, especially smartphone products (iPhone), and gadgets such as laptops (MacBook), iPad, smartwatches. In the past, this company experienced glooming era under the CEO of John Sculley, Mike Markkula to Gil Amelio. Finally, Apple can rise again with the return of Steve Jobs as CEO of Apple. With the help of Johy Ive as Chief Design Officer (CDO), they have succeeded in developing various products that are selling well in the world market. These products include MacBook Pro, iMac, MacBook Air, iPod, iPod Touch, iPhone, iPad, and iPad Mini.
To date, Apple is trying to maintain its existence and stability performance under the control of Tim Cook. Until 2021, Berkshire Hathaway collected 907,559,761 of Apple’s shares with market Value around 161 billion US Dollars. Apple still become the biggest investment collection in Berkshire Hathaway Portfolio.
2.Bank of America
Bank of America is one of the 4 biggest banks in the United States, beside Wells Fargo, Citibank, and JP. Morgan. Operationally, this bank has headquartered in Charlotte, North Carolina. Historically, this bank was founded due to the merger between Bank America Corp and Nations Bank in 1998. In terms of performance, this company earned a net income of 31 billion US Dollars in 2021 with total assets around 3.1 quadrillion US Dollars. Until 2021, the Berkshire Hathaway has collected 1,032,852,006 of Bank of America’s shares with
market value around 45.9 billion. Bank of America still become one of Berkshire Hathaway Portfolio besides apple Inc.
3.American Express
American Express is a multinational financial services company headquartered in New York City. This company is known as a provider of credit card services and various financial services. Berkshire Hathaway’s ownership in this company reaches 18% and is one of the companies that Warren Buffet has maintained to this day since he bought it in 1963. Warren Buffet owns around 151 million of shares in American Express. In 2020, based on the annual report the company’s profits reached 8 billion with assets around 188 billion US Dollars. Based on the Market, until 2021, Berkshire Hathaway’s portfolio investment value in American Express reaches 24.8 billion US. Dollars.
4.The Coca-Cola Company
Historically, this company was Founded by John Stith Pemberton at the end of the 19th century. To date, this company has become one of the largest consumer goods companies in the world by delivering carbonated beverage products. Some of their brand products are Coca-Cola, Sprite, Fanta, Minute Maid, and the others. In 2021, based on the Annual Report, the net income of Coca-Cola Company achieved 9.77 billion US dollars. Until 2021, Berkshire Hathaway still collected 400,000,000 of shares of Coca Cola with market value around 23.6 billion US Dollars.
5.Moody Corporation
Moody Corporation is a global integrated risk assessment firm that was founded in 1909 by John Moody. Operationally, this company has primary office in New York City. This company is well-known as a rating company, especially credit rating companies. In 2021, based on the annual report, this company earned net income of 2.2 billion US dollars with total assets around 14.6 billion US Dollars. In terms of investment, Berkshire Hathaway has collected 24.6 million of shares and it has market value around 9.6 billion US Dollars.
6.Verizon Communication
Verizon Communications Inc is a multinational telecommunications company from the United States that was founded in 1983 and is currently headquartered in New York City, United States. Nowadays, this company has some subsidiary companies i.e., Blue Jeans, TracFone Wireless, Skyward, Visible, and Yahoo!. The company is one of the leading telecommunications companies in the United States and in 2015, the company acquired Yahoo, which is Google’s competitor in Search Engine at 90’s era. The Berkshire Hathaway has collected 158 million of Verizon’s shares. Financially, the market value in Verizon around 8.2 billion US. Dollars. In 2021, Based on the Verizon’s annual report, the company generated net income around 22.6 billion US. Dollars with an assets 366 billion US. Dollars.
7.US BankCorp
US Bank Corp. is a financial services company headquartered in Nicollet Mall, Minneapolis, Minessota, United States. Historically, this company was founded September 9, 1968. To date, the company has become one of the leading financial firms in the United States. In 2020, based on the annual report, the net income of BankCorp reached 4.9 billion US dollars with total assets 531 billion US Dollars. The Berkshire Hathaway still collected around 143 million of shares with market value around 8 billion US Dollars.
8.BYD Co. Ltd.
BYD Co. Ltd. is an automotive company from Panda Country and is one of the largest automotive companies in China. Historically, this company was founded in 1995 by Wang Chuanfu and has headquartered in Shenzheng, Guandong, China. Since its establishment in 1995, the company has grown rapidly to become leader electric-based automotive company. Overall, Berkshire Hathaway collected this China-based automotive shares around 225 million. Financially, the market value of its investment in BYD around 7.6 billion US. Dollars.
9.Chevron
Chevron, Inc. is an oil and gas company from the United States that was founded in 1879. This energy company has primary office in San Ramon, California, United States. In 2021, the company earned a net income 15.6 billion US Dollars with total assets reached 239 billion US. Dollars. Based on the ownership, Berkshire Hathaway has collected 38.2 million of shares and it has market value around 4.4 billion US. Dollars.
10.The Bank of Mellon Corp
Bank of New York Mellon Corporation, commonly known as BNY Mellon, is an American investment banking that has primary office in New York City. Historically, this company was formed because of the merger between Bank of New York and Mellon Financial Corporation in 2007. In 2021, based on annual report, this company earned net income of 3.5 billion US. dollars with total assets around 444 billion US Dollars. Overall, Berkshire Hathaway has collected 66 million of shares with market value around 3.8 billion US. Dollars.
11.General Motor
General Motors is an American automotive company with an experience in the automotive world. Founded by William C. Durant and Charles Stewart Mott on September 16, 1908, the company has grown drastically to become one of the biggest automotive companies. To date, the company has primary office in Detroit, Michigan, United States. Commonly, General Motors has some well-known brands namely Buick, Cadillac, Chevrolet, GMC. In 2020, this company earned net income of 6.3 billion US Dollars with total assets around 235 billion US. Dollars. Berkshire Hathaway has collected 52.9 million of shares with market value around 2.5 billion Us. Dollars.
12. Itochu
Itochu is a trading company with a variety of products from Japan. Operationally, this company has primary office in Osaka, Japan. Historically, this company was founded by Chubei Itoh in 1858 and has grown rapidly to become a leading trading company in Japan. To date, Berkshire Hathaway has collected 89 million of shares or has market value around 2.7 billion US. Dollars. In 2021, based on its annual report, the company generated net income around 401 billion of yen.
13.Mitsubishi Corporation
Mitsubishi corporation is trading company from Japan that was founded by Yataro Iwasaki. Operationally, this company has primary office in Marunouchi, Chiyoda, Tokyo, Japan. To Date, this company has employees around 86 thousand people with diversified ten business segments, including finance, banking, energy, machinery, chemicals, and food. Financially, based on annual report, this company has assets around 18.63 trillion yen with net income in 2021 reached 132 billion yen. Based on the ownership, Berkshire Hathaway has 81 million of shares with market value around 2.59 billion US. Dollars.
14.Charter Communication
Charter Communications, Inc., is an American-based telecommunications and mass media company. This company has main office in Stamford, Connecticut, United States. This company was a leading broadband connectivity company and cable operator serving more than 32 million customers in 41 states in America. To date, Berkshire Hathaway has collected 3.8 million of shares with market value around 2.4 billion US Dollars. In 2021, based on annual report, the company has total assets around 142 billion US Dollars and net income about 4.6 billion US Dollars in 2021.
15.Mitsui & Co., Ltd
Mitsui & Co., Ltd is one of the biggest trading companies in Japan and still become the part of Mitsui Group. Historically, this company was founded in 1947 as Daiichi Bussan Kaisha, Ltd. Along with its progress in business development, this company has become one of the biggest trading companies in Japan with diversified products, namely Iron & steel products, Mineral & metal resources Infrastructure projects, Chemicals Energy, Food Products & Services, Consumer Services IT & Communication Business. In 2021, based on annual report, the company generates net income around 335,458 million yen. Based on the ownership, Berkshire Hathaway has 93 million of shares in Mitsui with market value around 2.2 billion US Dollars.
Bibliography of 15 Biggest of Berkshire Hathaway Portfolio in 2021
Berkshire Hathaway. 2021. Annual Report 2021. Accessed via https://www.berkshirehathaway.com/reports.html on September 18th, 2022
Apple Inc.2021. Annual Report 2021. Accessed via https://investor.apple.com/investor-relations/default.aspx on September 18th, 2022
Bank of America.2021. Annual Report 2021. Accessed via https://investor.bankofamerica.com/annual-reports-and-proxy-statements on September 18th, 2022
American Express Company.2021. Annual Report 2021. Accessed via https://ir.americanexpress.com/financials/annual-reports-and-proxy-statements/default.aspx on September 18th, 2022
The Coca-Cola Company.2021. Annual Report 2021. Accessed via https://investors.coca-colacompany.com/ on September 18th, 2022
Moody Corporation. 2021. Annual Report 2021. Accessed via https://ir.moodys.com/financials/annual-reports/default.aspx on September 18th, 2022
Verizon Communication. 2021. Annual Report 2021. Accessed via https://www.verizon.com/about/investors/financial-reporting on September 18th, 2022
US Bancorp. 2021. Annual Report 2021. Accessed via https://ir.usbank.com/investor-relations/financial-information/annual-reports on September 18th, 2022
BYD Co Ltd. 2021. Annual Report 2021. Accessed via http://www.byd.com/en/InvestorAnnals.html on September 18th, 2022
Chevron. 2021. Annual Report 2021. Accessed via https://www.chevron.com/annual-report on September 18th, 2022
The Bank of Mellon Corp. 2021. Annual Report 2021. Accessed via https://www.bnymellon.com/us/en/investor-relations/annual-reports-and-proxy.html on September 18th, 2022
General Motor. 2021. Annual Report 2021. Accessed via https://investor.gm.com/ on September 18th, 2022
Itochu. 2021. Annual Report 2021. Accessed via https://www.itochu.co.jp/en/ir/doc/annual_report/index.html on September 18th, 2022
Mitsubishi Corporation. 2021. Annual Report 2021. Accessed via https://www.mitsubishicorp.com/jp/en/ir/library/ar/ on September 18th, 2022
Charter Communication. 2021. Annual Report 2021. Accessed via https://ir.charter.com/financial-information/annual-reports/ on September 18th, 2022
Mitsui & Co., Ltd. 2021. Annual Report 2021. Accessed via https://www.mitsui.com/jp/en/ir/library/report/index.html on September 18th, 2022