Berkshire Hathaway Next 13f Filing Date: A Real-World Case Study for Investors

Berkshire Hathaway Next 13f Filing Date: A Real-World Case Study for Investors

The berkshire hathaway next 13f filing date falls 45 days after each calendar quarter ends. For Q1 (January through March), the deadline is May 15. For Q2, it is August 15. For Q3, it is November 15. For Q4, it is February 15 of the following year. Berkshire files on or before those deadlines, and the SEC publishes the document within minutes of receipt. That is the concrete answer to the most common question about 13F filings. What investors do with those dates is where the real analysis starts.

This case study walks through Berkshire Hathaway's 13F history, what the filings have revealed in practice, and how to build a repeatable research workflow around them.

Key Takeaways

• The berkshire hathaway next 13f filing date is always within 45 days of a quarter's end: May 15, August 15, November 15, or February 15.
• Berkshire's 13F discloses U.S. equity holdings above $10,000, but excludes cash, fixed income, foreign stocks, and wholly-owned subsidiaries like GEICO and BNSF.
• As of the most recent filings, Berkshire's top five disclosed positions are Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), and Chevron (CVX).
• BRK.B trades at a P/B near 1.5 and a P/E near 9.8, reflecting the conglomerate structure where earnings include insurance float and operating businesses.
• Berkshire regularly files for confidential treatment on new positions it is still building, so the public 13F is always a partial picture.
• You can track every Berkshire filing automatically through our guru tracker, which parses SEC EDGAR and shows position changes the day they go live.

What a 13F Filing Actually Contains

A 13F is a quarterly disclosure required by the SEC from any institutional investment manager with at least $100 million in qualifying assets. The form lists every U.S. equity position held at quarter-end, along with the number of shares and their market value on that date.

For Berkshire Hathaway, that means the filing covers the public stock portfolio managed by Warren Buffett, Todd Combs, and Ted Weschler. It does not cover Berkshire's wholly-owned businesses, its $170+ billion cash and Treasury position, or any foreign equity holdings. The disclosed portfolio is real and material, but it represents roughly 40-45% of Berkshire's total asset base.

The SEC makes every 13F searchable on EDGAR at no cost. The challenge is parsing the raw XML or HTML into something usable. Most investors find it faster to use a tool that does that parsing automatically.

Berkshire Hathaway's Filing History: What the Data Shows

Looking back at Berkshire's 13F filings since 2019, a few patterns stand out.

Apple became the dominant position during 2018 and 2019 and remained above 40% of the disclosed portfolio through 2023. Buffett described the AAPL stake as more a business than a stock investment, citing its P/E near 28.3 and ROIC near 45.1% as evidence of a company that earns far above its cost of capital.

Berkshire's move into Japanese trading houses (Itochu, Marubeni, Mitsubishi, Mitsui, Sumitomo) did not appear in U.S. 13Fs at all, because those are foreign-listed stocks. Investors who treated the 13F as the complete Berkshire picture missed a major allocation shift.

The 2022-2023 Occidental Petroleum buildup appeared gradually across multiple quarters as Berkshire accumulated the position and simultaneously held warrants that gave it the right to buy more shares.

The Apple reduction in 2024 was the most significant disclosed move in years. The 13F showed the scale. Buffett later explained in his annual letter that the decision reflected anticipated tax treatment on capital gains.

How to Find the Berkshire 13F Filing the Day It Drops

The fastest path is SEC EDGAR directly. Go to sec.gov/cgi-bin/browse-edgar, enter CIK number 0001067983 (Berkshire Hathaway's permanent identifier), and filter for form type 13F-HR. The most recent filing appears at the top within minutes of submission.

If you want alerts rather than manual checks, our guru tracker monitors EDGAR continuously and sends a notification when any tracked manager files. You set up Berkshire once and receive the update automatically each quarter.

A few practical details worth knowing:

• Berkshire sometimes files an amendment (13F-HR/A) days or weeks after the original. The amendment corrects errors or adds positions that were initially filed for confidential treatment and have since been disclosed.
• The filing deadline is 45 calendar days, not business days. If the 45th day falls on a weekend or holiday, the filing is due the next business day.
• Confidential treatment requests (via Form 13F-CTR) let managers withhold specific positions for up to one year if public disclosure would harm their trading strategy. Berkshire has used this multiple times when building large stakes.

Reading the Filing: What Position Changes Actually Signal

A 13F shows shares held at a specific date. It does not tell you when Buffett bought, at what price, or why. That context comes from other sources.

When Berkshire increases a position significantly, the natural question is whether the stock still trades near its intrinsic value. For KO, which Berkshire has held since 1988 and never reduced meaningfully, the 3.0% dividend yield and 23.7 P/E reflect a mature business that generates predictable cash at scale. The position communicates Berkshire's view on quality and durability, not that KO is a deep-value buy at current prices.

New positions are more informative. When Berkshire initiated Occidental Petroleum in 2022, it was a signal that Buffett saw the energy sector as undervalued at prevailing oil prices. Running OXY through a DCF calculator with conservative oil price assumptions showed a significant margin of safety at the entry price.

The key discipline is this: use the 13F as a research shortlist, not as a buy signal. Buffett's cost basis and holding period context are different from yours.

The Graham Number Check on Berkshire's Own Stock

Investors tracking Berkshire's 13F often overlook the most straightforward investment the filing points toward: BRK.B itself.

BRK.B trades at a P/B near 1.5 and a P/E near 9.8 as of April 2026. Buffett has repurchased Berkshire shares aggressively when BRK.B trades below 1.2x book value, which he has described as a conservative estimate of intrinsic value. The Graham Number for a business with Berkshire's book value and earnings suggests fair value well above current prices under standard assumptions.

The logic is simple: if Buffett is buying BRK.B, he is telling you that Berkshire is cheap relative to its intrinsic value. The 13F filing indirectly signals this through the absence of new large equity purchases in expensive market environments, paired with buyback activity visible in the annual report.

Using the ValueMarkers Guru Tracker for 13F Research

Our guru tracker aggregates 13F filings from 40+ institutional managers including Berkshire, and presents position changes in a format that makes comparison fast.

You can see which managers added to the same stock in the same quarter, which is a useful signal when multiple independent value investors converge on a name. When both Berkshire and another high-conviction fund increase their position in JNJ, which yields 3.1% and trades at a P/E near 15.4, the overlap warrants deeper research.

The screener integrates with the guru tracker so you can filter the universe by VMCI Score alongside ownership changes. A stock with a high Quality and Value score that Berkshire also increased in the prior quarter is worth putting on a watchlist.

Further reading: SEC EDGAR · FRED Economic Data

Why 13f filing berkshire hathaway Matters

This section anchors the discussion on 13f filing berkshire hathaway. The detailed treatment, formula, and worked examples appear in the body of this article above. The points below summarize the most important takeaways for value investors who want to apply 13f filing berkshire hathaway in real portfolio decisions. ValueMarkers exposes the underlying data on every covered ticker via the screener and stock profile pages, so the concepts in this article translate directly into actionable filters.

Key inputs for 13f filing berkshire hathaway

See the main discussion of 13f filing berkshire hathaway in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using 13f filing berkshire hathaway alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.

Sector benchmarks for 13f filing berkshire hathaway

See the main discussion of 13f filing berkshire hathaway in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using 13f filing berkshire hathaway alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.

Related ValueMarkers Resources

• Pb Ratio — Glossary entry for Pb Ratio
• Graham Number — Graham Number captures how cheaply a stock trades relative to its fundamentals
• DCF Intrinsic Value — DCF captures how cheaply a stock trades relative to its fundamentals
• How To Find 13f Filing Using Crd — related ValueMarkers analysis
• Michael Burry 13f — related ValueMarkers analysis
• Intrinsic Value Of Stock Options Complete Guide — related ValueMarkers analysis

Frequently Asked Questions

how to find 13f filing using crd

A CRD number (Central Registration Depository) identifies registered investment advisers. To find 13F filings using a CRD, cross-reference the adviser's CRD on FINRA BrokerCheck with their SEC registration number, then search EDGAR using the SEC CIK. For Berkshire Hathaway, the CIK is 0001067983. Enter it directly on EDGAR and filter for 13F-HR filings to see all submissions.

what is a 13f filing

A 13F filing is a quarterly SEC disclosure required from institutional investment managers with at least $100 million in qualifying assets. It lists every U.S. equity position held at the end of each quarter, including the number of shares and the market value at that date. The filing is public within 45 days of the quarter's close, giving investors a delayed but real window into institutional portfolio moves.

how to invest in berkshire hathaway

You can buy BRK.B (the B-share class) through any standard brokerage account. BRK.B trades at roughly 1/1500th of the A-share price, making it accessible at under $400 per share as of early 2026. Berkshire does not pay a dividend. The return comes entirely from capital appreciation, driven by Buffett's capital allocation across the equity portfolio and the wholly-owned operating businesses.

what is year to date return for s&p 500

The S&P 500 year-to-date return changes every trading day and is not a fixed number. As of April 2026, the index has returned approximately 3-5% YTD depending on the specific date and whether dividends are included. For precise daily figures, check the SPY ETF price change since January 1 or any financial data terminal. Historical annual S&P 500 returns average roughly 10% including dividends, though any single year varies widely.

when is the next dividend payout for schd

SCHD (Schwab U.S. Dividend Equity ETF) distributes dividends quarterly, typically in March, June, September, and December. The exact ex-dividend and payment dates shift slightly each quarter. Check the Schwab website or your brokerage for the current quarter's scheduled dates, as they vary by a few days each cycle.

when is next 13f filing

The next 13F filing deadline for any given quarter falls 45 days after that quarter ends. For Q1 (ending March 31), the deadline is May 15. For Q2 (ending June 30), it is August 15. For Q3 (ending September 30), it is November 15. For Q4 (ending December 31), it is February 15. Berkshire Hathaway typically files on or close to those deadlines.

Track every future Berkshire 13F automatically through our guru tracker, which alerts you the moment any monitored manager submits to the SEC.

Written by Javier Sanz, Founder of ValueMarkers. Last updated April 2026.

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