The patient-capital anchor. A $397B cash-and-T-bill fortress that earns on the rate clock, not the AI clock

Berkshire Hathaway

Berkshire Hathaway is Warren Buffett's diversified holding company, built on insurance float that funds wholly owned operating businesses and a concentrated public equity portfolio. What defines it in the AI era is what it is not doing: instead of chasing chips or hyperscalers, it has piled a record cash and short-term US Treasury hoard that reached about $397 billion in Q1 2026, earning T-bill yields while it waits. Buffett handed the CEO role to Greg Abel on January 1, 2026, and the cash kept growing after.

BRK-B Updated Sep 11, 2026 4 AI consumers· 3 recurring

Per the valuechain.wiki graph, Berkshire Hathaway is directly linked to 5 companies (0 supply, 0 revenue, 5 investment relationships) and reaches 51 companies within two hops; the links are backed by 7 dated sources, 3 of them primary filings (as of 2026-09-11).

Annual return · 2026-09-04'21+29%'22+3.3%'23+15.5%'24+27.1%'25+10.9%YTD+0.7%
Money in보험·철도·유틸리티·제조 사업군Revenue 371.44$B단기 미국채 이자수익 (T-bill) 397.4$B
Berkshire HathawayFY2025 total revenue $371.44B, net earnings $67.0B. Cash + T-bills $397.4B
Money out보험 청구·사업 운영비cost 44.49$B자본적 지출 (BNSF·BHE 인프라)

Financials & Segments

  • Total revenue · FY2025 total revenue $371.44B, net earnings $67.0B. Cash + T-bills $397.4B (record, 2026-03-31). Insurance float ~$176B.
  • Customer concentration · Its largest single position is effectively US Treasury bills, so returns are set by the rate clock. It avoids AI (exited TSMC and Amazon), with Alphabet the only new bet.
  • Segments · Insurance / reinsurance · BNSF railroad · BHE utilities · Manufacturing, service & retail · Public equity portfolio · Cash & T-bill fortress

Revenue from

  • 보험·철도·유틸리티·제조 사업군 High confidence· Revenue 371.44$B · FY2025 · total revenues
    Consolidated revenue from insurance (float), BNSF, BHE and manufacturing/service/retail: FY2025 $371.44B.
    Confirms EN SEC EDGAR Published Mar 2, 2026: Berkshire Hathaway FY2025 Form 10-K
  • 단기 미국채 이자수익 (T-bill) Medium confidence· 397.4$B · cash + short-term Treasuries
    Interest income on its $397.4B cash and short-term Treasuries (record, 2026-03-31), earned at T-bill yields. The clearest evidence that this capital earns on the rate clock, not the AI clock.
    Confirms EN SEC EDGAR Published Mar 2, 2026: Berkshire Hathaway FY2025 Form 10-K
    Confirms KO Munhwa Ilbo Published Nov 2, 2025: Berkshire cash hits record $381.7B as Buffett prepares to step down

Pays to

  • 보험 청구·사업 운영비 High confidence· cost 44.49$B · FY2025 · operating earnings (context)
    Insurance losses/expenses and operating costs of subsidiaries. FY2025 operating earnings $44.49B (down YoY).
    Confirms EN SEC EDGAR Published Mar 2, 2026: Berkshire Hathaway FY2025 Form 10-K
  • 자본적 지출 (BNSF·BHE 인프라) Medium confidence
    Heavy capital expenditure at BNSF railroad and BHE utilities (infrastructure maintenance and expansion).
    Confirms EN SEC EDGAR Published Mar 2, 2026: Berkshire Hathaway FY2025 Form 10-K

Investments

  • UnitedHealth Group Incorporated High confidence· Count 5,039,564 shares · 2025-06-30 · Sum of Berkshire Hathaway's two UnitedHealth Group share positions reported on Form 13F
    Berkshire Hathaway first disclosed a 5,039,564-share position in UnitedHealth Group in its Form 13F for the quarter ended June 2025. The two reported lines had an aggregate filing value of about $1.572 billion.
    Confirms KO The Korea Economic Daily Published Aug 15, 2025: Berkshire Buys $1.6 Billion Stake in U.S. Insurer UnitedHealth
    Confirms EN SEC EDGAR Published Aug 14, 2025: Berkshire Hathaway Inc. Form 13F Information Table (Q2 2025)
  • Apple High confidence· equity stake 57.84$B · 227,917,808 shares, ~1.5% of Apple
    Berkshire's single largest equity position: 227.9M Apple shares worth $57.84B as of 2026-03-31 (~1.5% of Apple). Trimmed ~2/3 in 2024, then reduced slightly further in 2025-26 while keeping it the top holding.
    Confirms EN SEC EDGAR Published May 15, 2026: Berkshire Hathaway 13F-HR (holdings as of 2026-03-31)
    Confirms EN CNBC Published Nov 3, 2025: Warren Buffett may have again cut Berkshire's stake in Apple in Q3
  • Alphabet (Google) High confidence· equity stake 16.63$B · 57,835,013 shares
    Berkshire opened an Alphabet position in Q3 2025 and increased it to 57.8M shares worth $16.63B by Q1 2026. The exception to its AI avoidance and its only hyperscaler bet.
    Confirms EN SEC EDGAR Published May 15, 2026: Berkshire Hathaway 13F-HR (holdings as of 2026-03-31)
  • 미쓰비시상사 (일본 상사) High confidence· Market share 10.23%
    10%+ long-term stake in a top-five Japanese trading house.
    Confirms EN CNBC Published Mar 17, 2025: Buffett hikes stakes in five Japanese trading houses to almost 10% each
  • 이토추 (일본 상사) High confidence· Market share 10%
    10%+ long-term stake in a top-five Japanese trading house.
    Confirms EN CNBC Published Mar 17, 2025: Buffett hikes stakes in five Japanese trading houses to almost 10% each

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
Berkshire Hathawaynode+29+3.3+15.5+27.1+10.9+0.7
UnitedHealth Group Incorporatedbenef1+45.2+6.9+0.8-2.4-33.1+21.9
Mitsubishibenef1+52.5+15.9+84.1-0.3+70.2+20.8
Applebenef1+34.6-26.4+49+30.7+9.1+18
Itochubenef1+25.6+17.9+66.6+9.1+40.8+13
Alphabet (Google)benef1+65.3-39.1+58.3+36+66+8.3
Micron Technologybenef2+24.2-45.9+71.9-1+240.2+256.4
Marvellbenef2+84.6-57.5+63.7+83.8-22.8+163.4
Intelbenef2+6.1-46.6+94.6-59.6+84+159.6
Wiwynnbenef2+24.7-22.3+206.4+3.5+64.4+120.2
STMicroelectronicsbenef2+32.4-26.8+41.7-49.7+5.3+102.2
SK hynixbenef2-0.4-25.6+53.9+48.6+361.1+81.6
Flex Ltd.benef2+1.9+17.1+41.9+67.2+57.4+81.2
Samsung Electronicsbenef2-9-14.2+20.9-26.4+212.9+59.7
Fujikurabenef2+25.7+64.5+29.2+425.4+216.9+55.7
Kyocerabenef2+7.5-2.1+33.8-24+46.7+53.5
Texas Instrumentsbenef2+17.5-9.9+6.4+13.1-4.5+51.5
Arista Networksbenef2+97.9-15.6+94.1+87.7+18.5+47.9
GE Vernovabenef2····+99+44.4
TeraWulfbenef2+77.1-95.5+258.2+135.8+103+43.7
Pegatronbenef2-5.9+0.6+35.3+21.2-23.8+43
TSMCbenef2+12.1-36.7+42.3+92.6+55.9+41.9
Infineon Technologiesbenef2+10.4-8.6+3.4-4+31+37.7
Jabilbenef2+66.4-2.5+87.4+13.3+58.7+36.3
Alchip Technologiesbenef2+14.3-8.7+365.1-18.9+0.8+36.1
Globalstarbenef2+241.2+14.7+45.9+6.7+96.6+34.9
Analog Devicesbenef2+21-4.9+23.4+8.8+29.8+34.8
Eatonbenef2+46.7-7.2+56.2+39.5-2.8+30.1
Voyager Technologiesbenef2·····+29.8
Quanta Computerbenef2+22.2-12.8+254.5+12.7+8.9+28.5
Amkor Technologybenef2+65.6-2.3+40.3-20.8+55.9+21.6
Schneider Electricbenef2+25.9+1.6+25.8+36.1+0.5+20.7
Hitachi Construction Machinerybenef2-3.3+9.6+44.5-9+41.3+20.5
Foxconn (Hon Hai)benef2-5.1+2.8+7.8+80.1+26.9+19.6
Skyworks Solutionsbenef2+2.7-39.9+26.5-18.9-25.5+19.2
CITIC Limitedbenef2+52.8+13.6-11.6+25.8+50.6+15.7
Sunny Opticalbenef2-1.5-46.8-54.4+46-8.9+14.3
Sony Semiconductor Solutionsbenef2+27.2-8.4+27.8+17.9+1+12.9
NextEra Energybenef2+23.4-8.5-25.3+21.5+15.5+6.2
NXP Semiconductorsbenef2+44.8-29.2+48.4-8+6.4+5.9
Luxshare Precisionbenef2-11.9-30.2-21.2+58.8+29.3+5.6
Duke Energy Corporationbenef2+19.1+2-1.6+15.6+12.7+5.3
Xcel Energybenef2+4.4+6.4-8.7+12.3+13.9+4.1
Broadcombenef2+56.5-13.3+104.2+110.5+50.6+3.8
Qualcommbenef2+22.3-38.6+35.1+8.3+13.8+0.2
Mitsubishi Motorsbenef2+37.1+53.5-3.9+0.9-15.3-1.3
Comcast Corporationbenef2-2.2-28.7+29.1-11.8-17.3-1.9
Walmart Incbenef2+2-0.5+12.9+74+24.5-3.2
Take-Two Interactive Software, Inc.benef2-14.5-41.4+54.6+14.4+39.1-16.1
Alibaba Groupbenef2-49-25.8-10.8+11.8+75.8-22
BYD Electronicsbenef2-56.1+16-0.4+60.6-19.4-24.1

YTD as of 2026-09-04 · source: Yahoo Finance

Berkshire Hathaway operates across The patient-capital anchor. A $397B cash-and-T-bill fortress that earns on the rate clock, not the AI clock. It stayed steadily positive in recent years and is +0.7% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. Buffett handed the CEO role to Greg Abel on January 1, 2026, and the cash kept growing after.

Analysis generated from returns as of 2026-09-04

Analyst ratings

Consensus: Buy 1 · Hold 1 · Sell 0 · Avg. target $526 · Price $506.03 (09-04) · Upside +4%

BrokerRatingTargetPublished
UBS · Brian MeredithBuy$570May 4, 2026Report
TD CowenHold$481Nov 11, 2025Report

Through the post-Buffett transition, UBS keeps a Buy ($570) on insurance and railroad fundamentals while TD Cowen stays on the sidelines with Hold ($481).

Analyses covering this node


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