Berkshire Hathaway Inc
BRK.A- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001067983
In the last 90 days, Berkshire Hathaway Inc insiders filed 1 open-market purchase and 1 sale; 1,423 institutions reported holding it in 13F filings for Q2 2026, worth $63.8B in total; 7 superinvestors hold it, including Gardner Russo & Quinn and Markel Group.
Other share classesBRK.B
13F holders, Q3 2022
Institutional positions in Berkshire Hathaway Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,036
- +12 vs. Q2 2022
- Shares held
- 779.1K
- +627.5K (+413.8%) vs. Q2 2022
- Total value
- $43.5B
- −$503.9M (−1.1%) vs. Q2 2022
- New holders
- 50
- 75 more added
- Sold out
- 38
- 119 more reduced
16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRK.A on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,423 | $63.8B |
| Q1 2026 | 1,431 | $55.9B |
| Q4 2025 | 1,414 | $71.8B |
| Q3 2025 | 1,367 | $66.2B |
| Q2 2025 | 1,388 | $77.1B |
| Q1 2025 | 1,398 | $88.0B |
| Q4 2024 | 1,074 | $71.1B |
| Q3 2024 | 1,040 | $71.8B |
| Q2 2024 | 1,033 | $63.3B |
| Q1 2024 | 1,031 | $64.8B |
| Q4 2023 | 1,037 | $58.2B |
| Q3 2023 | 1,000 | $55.7B |
| Q2 2023 | 1,070 | $54.4B |
| Q1 2023 | 1,073 | $49.0B |
| Q4 2022 | 1,079 | $51.8B |
| Q3 2022 | 1,036 | $43.5B |
| Q2 2022 | 1,040 | $44.1B |
| Q1 2022 | 1,052 | $58.2B |
| Q4 2021 | 1,054 | $50.4B |
| Q3 2021 | 992 | $45.2B |
| Q2 2021 | 1,004 | $47.0B |
| Q1 2021 | 988 | $41.7B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 24 | $9.76M | 0.79% | +4+20.0% | Added |
| Kestra Advisory Services, LLC | 23 | $9.35M | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 23 | $9.35M | 0.14% | +5+27.8% | Added |
| Lawson Kroeker Investment Management Inc | 22 | $8.94M | 3.14% | −4−15.4% | Reduced |
| Ashford Capital Management Inc | 22 | $8.94M | 1.36% | 00.0% | Unchanged |
| Regions Financial Corp | 22 | $8.94M | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $8.94M | 3.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $8.94M | 0.57% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $8.94M | 3.81% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 22 | $8.94M | 7.98% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 19 | $8.59M | 0.49% | 00.0% | Unchanged |
| Rhumbline Advisers | 21 | $8.54M | 0.01% | +2+10.5% | Added |
| Gibson Capital, LLC | 21 | $8.54M | 2.70% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $8.53M | 0.62% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 20 | $8.13M | 0.66% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 20 | $8.13M | 2.23% | −2−9.1% | Reduced |
| Commerce Bank | 20 | $8.13M | 0.07% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20 | $8.13M | 8.72% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20 | $8.13M | 3.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19 | $7.72M | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 19 | $7.72M | 0.05% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $7.72M | 4.70% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $7.72M | 2.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 18 | $7.32M | 1.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18 | $7.32M | 0.13% | −48−72.7% | Reduced |
| Simon Quick Advisors, LLC | 18 | $7.32M | 1.03% | −1−5.3% | Reduced |
| Ar Asset Management Inc | 18 | $7.32M | 2.19% | 00.0% | Unchanged |
| CWM, LLC | 18 | $7.32M | 0.06% | +1+5.9% | Added |
| Mercer Global Advisors Inc | 18 | $7.32M | 0.04% | +2+12.5% | Added |
| WealthPlan Investment Management, LLC | 15 | $6.92M | 0.51% | +15 | New |
| Susquehanna International Group, LLP | 17 | $6.91M | 0.01% | −29−63.0% | Reduced |
| Wallace Capital Management Inc. | 17 | $6.91M | 1.15% | 00.0% | Unchanged |
| Weik Capital Management | 17 | $6.91M | 3.45% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 17 | $6.91M | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $6.91M | 0.35% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $6.91M | 1.40% | 00.0% | Unchanged |
| Essex Savings Bank | 17 | $6.91M | 2.75% | 00.0% | Unchanged |
| Pecaut & Co. | 17 | $6.91M | 3.66% | +2+13.3% | Added |
| Choate Investment Advisors | 16 | $6.50M | 0.43% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 16 | $6.50M | 1.46% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $6.50M | 1.46% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $6.20M | 3.57% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 312 | $6.10M | 2.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15 | $6.10M | 0.00% | −12−44.4% | Reduced |
| Puzo Michael J | 15 | $6.10M | 2.32% | −1−6.3% | Reduced |
| Carret Asset Management, LLC | 15 | $6.10M | 0.91% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15 | $6.10M | 1.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $6.10M | 0.45% | 00.0% | Unchanged |
| Vicus Capital | 15 | $6.10M | 0.72% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15 | $6.10M | 0.60% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.10M | 1.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.10M | 1.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 15 | $6.10M | 0.24% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.10M | 0.57% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15 | $6.10M | 0.05% | +2+15.4% | Added |
| Greenleaf Trust | 15 | $6.10M | 0.09% | +9+150.0% | Added |
| Russell Investments Group, Ltd. | 15 | $6.10M | 0.01% | −43−74.1% | Reduced |
| Amundi | 14 | $5.89M | 0.00% | −1−6.7% | Reduced |
| K.J. Harrison & Partners Inc | 14 | $5.69M | 2.01% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 14 | $5.69M | 0.22% | 00.0% | Unchanged |
| Aire Advisors, LLC | 14 | $5.69M | 1.96% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $5.69M | 0.24% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $5.69M | 0.36% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $5.69M | 0.29% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 14 | $5.69M | 4.25% | +4+40.0% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $5.69M | 0.12% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $5.69M | 0.12% | 00.0% | Unchanged |
| Comerica Bank | 13 | $5.62M | 0.05% | −1−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 13 | $5.28M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $5.28M | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 13 | $5.28M | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $5.28M | 0.30% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $5.28M | 1.15% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $5.28M | 2.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $5.28M | 0.98% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $5.28M | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $5.28M | 1.34% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $5.28M | 0.25% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12 | $4.88M | 0.02% | −9−42.9% | Reduced |
| Security National Bank | 12 | $4.88M | 1.36% | −3−20.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 12 | $4.88M | 1.52% | 00.0% | Unchanged |
| Financial Counselors Inc | 12 | $4.88M | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12 | $4.88M | 0.58% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $4.88M | 2.36% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12 | $4.88M | 0.13% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12 | $4.88M | 0.26% | +5+71.4% | Added |
| Private Advisor Group, LLC | 12 | $4.88M | 0.06% | −2−14.3% | Reduced |
| Manufacturers Life Insurance Company, The | 11 | $4.47M | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 11 | $4.47M | 0.22% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11 | $4.47M | 1.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 11 | $4.47M | 3.33% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $4.47M | 2.33% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 11 | $4.47M | 0.38% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11 | $4.47M | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11 | $4.47M | 0.22% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 11 | $4.47M | 3.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $4.47M | 0.31% | +1+10.0% | Added |
| Spinnaker Trust | 11 | $4.47M | 0.37% | +2+22.2% | Added |
| Bahl & Gaynor Inc | 11 | $4.47M | 0.03% | +4+57.1% | Added |
| Moneta Group Investment Advisors LLC | 10 | $4.07M | 0.15% | −1−9.1% | Reduced |