The Motley Fool

MAY 20, 2024

May 15 marked the deadline for institutional investors and money managers with at least $100 million in asset under management to file Form 13F with the Securities and Exchange Commission (SEC). stake in Chubb is right up Warren Buffett's alley. million shares of (worth $7.1 Image source: Getty Images.

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Securities and Exchange Commission (SEC) Stakes Asset Management Assets 246

The Motley Fool

MAY 12, 2024

And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I The tracking stocks are designed to reflect Liberty Media's stake in Sirius XM (NASDAQ: SIRI) , of which it owns 83%. billion share repurchase of Berkshire Hathaway. It was U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. This nearly 29% stake has been built up by Buffett and his cohorts in just 30 months. Berkshire Hathaway CEO Warren Buffett.

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

JULY 24, 2024

Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 reduction in Berkshire's stake in the bank but could be just the start. There's no doubt Bank of America has been a very successful investment for Buffett and Berkshire Hathaway shareholders. A recent filing with the U.S.

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Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

AUGUST 9, 2024

Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. Rather, it's the buying activity for Warren Buffett's favorite stock, which won't be found in a 13F filed with the SEC. billion more in securities sold than purchased.

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Securities and Exchange Commission (SEC) Investing Banks Stakes 246

The Motley Fool

SEPTEMBER 15, 2023

Filings with the Securities and Exchange Commission (SEC) showed that he sold 59,376 shares across daily trading sessions on Sept. Nvidia's last comprehensive stock ownership document was filed with the SEC on May 8 and reflected holdings on April 3. of the company's shares, respectively.

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Securities and Exchange Commission (SEC) Shareholders Stakes Assets 246

The Motley Fool

APRIL 29, 2024

Under New York Stock Exchange rules, stocks must maintain share prices of $1 or more, or risk getting delisted. It's a way to protect shareholder interests. That makes the risk of shareholder dilution near 100% as well. Hence the investors' knee-jerk reaction: selling Virgin Galactic stock on news of the reverse split.

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Securities and Exchange Commission (SEC) Investors New York Stock Exchange Bidding 246

The Motley Fool

NOVEMBER 4, 2024

Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). There are a number of legitimate reasons for Buffett and his investment crew to have reduced Berkshire's stake in Bank of America by about 9% in two weeks.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. The only other new purchase disclosed was a small stake in Sirius XM (NASDAQ: SIRI). Mystery stock(s): $1.7

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

OCTOBER 7, 2024

You can tag along with the most successful investors by following their disclosures with the Securities and Exchange Commission (SEC). Every quarter, investors with over $100 million under management are required to report their holdings on SEC form 13F.

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Securities and Exchange Commission (SEC) Stakes Shareholders Returns 246

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. Trades made by Warren Buffett's Berkshire Hathaway are always closely followed, for obvious reasons.

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Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banking 246

The Motley Fool

OCTOBER 25, 2024

This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and Exchange Commission (SEC). Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in.

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Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

MAY 22, 2024

May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). These snapshots can be up to 45 days old when filed with the SEC. To be fair, 13Fs aren't perfect.

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position. Treasuries.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

The Motley Fool

SEPTEMBER 23, 2023

Buffett has a little secret Through its ownership of specialty investment company New England Asset Management, Buffett has a secret portfolio of stocks that don't appear in Berkshire Hathaway's quarterly regulatory filings with the Securities and Exchange Commission (SEC). Adjusted earnings per share (EPS) of $9.81

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

SEPTEMBER 8, 2023

Securities and Exchange Commission (SEC) that it invested heavily in beleaguered Bud Light maker Anheuser-Busch InBev (NYSE: BUD). At the end of Q2, that stake was worth nearly $96.6 OTC: HKHHF) , which is the controlling shareholder of Heineken (OTC: HEINY). Here's why that big bet could pay off.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Banks Shareholders 246

The Motley Fool

MARCH 14, 2024

Even as Securities and Exchange Commission Chairman Gary Gensler continues to argue that Bitcoin is a "highly speculative, volatile underlying asset," Riot Platforms presses on as a relentless Bitcoin producer. Granted, Bitcoin is volatile, and so is Riot Platforms stock.

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Securities and Exchange Commission (SEC) Investing Bidding Stakes 246

The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. Per the alliance, Salesforce and Snowflake have built integrations that allow users to share data seamlessly and securely between the two platforms.

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Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

The Motley Fool

MARCH 27, 2025

Securities and Exchange Commission (SEC) on Feb. Buffett said in his 2023 letter to Berkshire Hathaway shareholders that these Japanese trading houses were among a select group of stocks that he plans to "maintain indefinitely." Sometimes, Buffett builds up stakes in companies over several quarters.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 174

The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Despite still having stakes in more than 100 securities, as of Sept.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

MARCH 4, 2024

Warren Buffett's phenomenal track record is a big reason why there's a buzz surrounding Berkshire Hathaway every time the company files Form 13F with the Securities and Exchange Commission (SEC). On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

FEBRUARY 12, 2025

He regularly shares what he's learned as an investor and what traits he looks for in current/future investments during Berkshire's annual meeting and in his yearly letter to shareholders. marks the deadline for 13Fs to be filed with the SEC for trading activity in the December-ended quarter. Where to invest $1,000 right now?

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Securities and Exchange Commission (SEC) Banks Asset Management Stakes 214

The Motley Fool

SEPTEMBER 30, 2024

The Oracle of Omaha made his biggest stock sale in history last quarter, when he cut Berkshire's position in Apple (NASDAQ: AAPL) by about half of its remaining stake, or about $73 billion. Buffett also has the challenge of producing above-market returns for shareholders. billion in new purchases. The stock sales keep coming.

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Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

MAY 21, 2024

Securities and Exchange Commission (SEC) filings, Jeff Bezos beneficially owns approximately 1.12 stake in the business. As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. So, Vanguard is the largest Amazon shareholder, with 7.4% of the company's stock.

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Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

OCTOBER 16, 2023

ET Monday after billionaire activist investor Paul Singer took a significant stake in the company through his firm Elliot Investment Management. So what In a Securities and Exchange Commission (SEC) filing this morning, E2open disclosed that Elliot Investment Management now owns 27.25 as of 1:30 p.m.

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Securities and Exchange Commission (SEC) Stakes Shareholders Companies 130

The Motley Fool

NOVEMBER 11, 2024

The most popular among these documents is Form 13F , which is filed with the Securities and Exchange Commission (SEC) no later than 45 days following the end to a quarter. According to Berkshire's September-quarter cash flow statement, just over $36 billion in equity securities were sold. Apple: $22.5

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Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

AUGUST 19, 2024

The fuel cell-powered truckmaker filed a form S-3 with the Securities and Exchange Commission (SEC) this morning, describing its plan to raise $500 million through issuances of new debt, convertible debt, and shares in the company. Investors don't seem thrilled with the idea, however, and as of 10:10 a.m.

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Securities and Exchange Commission (SEC) Debt Stakes Shareholders 130

The Motley Fool

FEBRUARY 12, 2024

On Friday, Morgan Stanley and Capital World Investors submitted filings to the Securities and Exchange Commission (SEC) disclosing their updated holdings in Peloton as of late December. stake in Peloton -- down from the 11.6% stake that it held as of its previous filing. as of 2:45 p.m.

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Securities and Exchange Commission (SEC) Stakes Capital Shareholders 130

The Motley Fool

JUNE 16, 2024

Berkshire secured U.S. Securities and Exchange Commission (SEC) approval to keep the purchases under wraps. stake in property and casualty insurer Chubb (NYSE: CB) worth more than $6.7 As he emphasized to Berkshire Hathaway shareholders last year, he's a "business-picker" rather than a stock-picker.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 130

The Motley Fool

OCTOBER 3, 2024

Earlier this year, in Buffett's 2023 letter to shareholders, he wrote favorably about the dividend growth policies of American Express and Coca-Cola and predicted he would leave his holdings of these two favorites untouched this year. In just a month, Buffett cut his holding in the company by 8% to about 802 million shares.

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Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

JULY 26, 2024

In a rare move, it even secretly bought a huge stake in one company that it only revealed recently. billion investment Whenever an investor or business purchases more than 5% of a company's outstanding shares, it's generally required to publicly disclose the stake with the Securities and Exchange Commission (SEC).

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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

The Motley Fool

AUGUST 12, 2024

Traditionally, these "clues" come in the form of a 13F filing with the Securities and Exchange Commission (SEC). Thanks to the company's quarterly operating results, annual shareholder meeting, and Form 4 filings with the SEC, we already know about three big moves that have been made.

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Securities and Exchange Commission (SEC) Stakes Banks Shareholders 130

The Motley Fool

DECEMBER 10, 2024

stock is losing ground today following recent filings with the Securities and Exchange Commission ( SEC ) showing that a company insider and large institutional investor both planned to sell shares. Large shareholders are selling BigBear.ai stock In a filing submitted to the SEC yesterday , BigBear.ai

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Securities and Exchange Commission (SEC) Shareholders Stakes Returns 100

The Motley Fool

OCTOBER 18, 2024

But on three separate occasions since this decade began, Buffett has requested (and been granted) confidential treatment when filing quarterly 13Fs with the SEC. which is what often happens when Berkshire discloses a new stake in a company. 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%.

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Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

SEPTEMBER 14, 2023

In April 2022, Berkshire purchased a multibillion-dollar stake in HP (NYSE: HPQ). Buffett and company added to that stake a few months later , pushing its ownership to about 12.3% In a Securities and Exchange Commission (SEC) filing on Wednesday, Berkshire disclosed that it had sold about $158 million worth of HP stock.

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Securities and Exchange Commission (SEC) Stakes Debt Shareholders 130