Berkshire Hathaway’s Next 13F Due Monday, a Fresh Snapshot of Its Biggest Stock Bets

Berkshire Hathaway is expected to file its next quarterly Form 13F on Monday, giving markets another look at the portfolio positions the conglomerate’s managers report to regulators. The filing covers the quarter ended Sept. 30, a period that will be summarized through the positions and shares the company is required to disclose under U.S. securities rules.

Form 13F, short for a quarterly report that institutional investment managers submit to the Securities and Exchange Commission, is widely followed because it offers a standardized view of large equity holdings. While it does not cover every type of investment and does not explain trading intent, it can still help investors and analysts track broad shifts in what big managers are emphasizing.

Ahead of the Monday deadline, attention is likely to focus on whether Berkshire’s largest reported positions have changed meaningfully in size or whether new names rise into its top ranks. In its most recent prior 13F, Berkshire reported five biggest positions as Apple, American Express, Coca-Cola, Alphabet and Bank of America, according to the reporting around the upcoming filing.

Those names illustrate the kind of concentrated, long-running public-stock strategy that Berkshire has long emphasized, pairing large “core” holdings with selective additions. The 13F view matters most when the market expects leadership positions to hold steady or when it watches for signs that Berkshire’s managers are rotating capital into or out of particular sectors.

Berkshire’s 13F disclosures also tend to be interpreted through the lens of how the company balances public market exposure with its other operating and investment activities. Even without commentary in the filing itself, investors frequently use 13F snapshots as inputs for broader questions such as whether Berkshire is increasing exposure to consumer and financial franchises, or adjusting the mix of technology and industrial investments.

Still, there are limits to what the form can tell readers. The 13F report reflects holdings that managers disclose, but it does not provide a timeline of trades within the quarter, nor does it indicate the company’s rationale for buying, trimming, or holding. In addition, not all investments are captured in the same way, which can make it risky to infer changes in the total value of Berkshire’s broader investment book.

What to watch next is the updated list of holdings and the relative ranking among Berkshire’s biggest positions. If the Monday filing shows different names at the top or notable changes in reported share counts, that is likely to drive renewed analysis across brokerage research and financial media in the days immediately after the submission.

As with prior 13F cycles, Berkshire may choose not to address the figures in public statements at the time of filing. Until the actual form is published and reviewed in full, investors will have only partial guidance from prior disclosures and general expectations about the company’s investment posture.