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, Q4 2022
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
- 1,079
- +59 vs. Q3 2022
- Shares held
- 153.9K
- −623.7K (−80.2%) vs. Q3 2022
- Total value
- $51.8B
- +$8.66B (+20.1%) vs. Q3 2022
- New holders
- 97
- 82 more added
- Sold out
- 38
- 110 more reduced
16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,053 | $50.4B |
| Q3 2021 | 992 | $45.2B |
| Q2 2021 | 1,004 | $47.0B |
| Q1 2021 | 988 | $41.7B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 14 | $6.56M | 2.22% | −8−36.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $6.56M | 0.25% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $6.56M | 0.36% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $6.56M | 0.30% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $6.56M | 0.13% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $6.56M | 2.19% | −1−0.3% | Reduced |
| Bartlett & Co. LLC | 14 | $6.56M | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 15 | $7.02M | 0.01% | +15 | New |
| Pecaut & Co. | 15 | $7.03M | 3.34% | −2−11.8% | Reduced |
| Global Financial Private Client, LLC | 15 | $7.03M | 3.94% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15 | $7.03M | 1.06% | 00.0% | Unchanged |
| Puzo Michael J | 15 | $7.03M | 2.54% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $7.03M | 0.49% | 00.0% | Unchanged |
| Vicus Capital | 15 | $7.03M | 0.80% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15 | $7.03M | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $7.03M | 1.13% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $7.03M | 1.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 15 | $7.03M | 0.25% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 15 | $7.03M | 3.90% | +15 | New |
| Russell Investments Group, Ltd. | 15 | $7.03M | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 15 | $7.03M | 0.97% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $7.03M | 0.60% | 00.0% | Unchanged |
| Amundi | 15 | $7.26M | 0.00% | +1+7.1% | Added |
| WoodTrust Financial Corp | 16 | $7.50M | 1.55% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $7.50M | 1.62% | 00.0% | Unchanged |
| CPA Asset Management LLC | 160 | $7.50M | 5.73% | +160 | New |
| CIBC Asset Management Inc | 16 | $7.50M | 0.03% | −9−36.0% | Reduced |
| Mercer Global Advisors Inc | 17 | $7.97M | 0.04% | −1−5.6% | Reduced |
| Weik Capital Management | 17 | $7.97M | 3.72% | 00.0% | Unchanged |
| Greenleaf Trust | 17 | $7.97M | 0.10% | +2+13.3% | Added |
| Essex Savings Bank | 17 | $7.97M | 2.80% | 00.0% | Unchanged |
| Howland Capital Management LLC | 17 | $7.97M | 0.49% | −8−32.0% | Reduced |
| Wallace Capital Management Inc. | 17 | $7.97M | 1.25% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $7.97M | 0.32% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $7.97M | 1.57% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17 | $7.97M | 0.01% | +17 | New |
| Segall Bryant & Hamill, LLC | 18 | $8.44M | 0.09% | +18 | New |
| Western Wealth Management, LLC | 18 | $8.44M | 0.86% | −1−5.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 18 | $8.44M | 2.30% | −2−10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 18 | $8.44M | 0.14% | 00.0% | Unchanged |
| First Nebraska Trust Co | 18 | $8.44M | 1.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 18 | $8.44M | 0.51% | +2+12.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $8.44M | 0.05% | +5+38.5% | Added |
| Ar Asset Management Inc | 18 | $8.44M | 2.40% | 00.0% | Unchanged |
| CWM, LLC | 18 | $8.44M | 0.06% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $8.89M | 1.74% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 19 | $8.91M | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $8.91M | 2.16% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 19 | $8.91M | 1.06% | +1+5.6% | Added |
| Price T Rowe Associates Inc | 19 | $8.91M | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $8.91M | 4.95% | 00.0% | Unchanged |
| Rhumbline Advisers | 20 | $9.37M | 0.01% | −1−4.8% | Reduced |
| Grandfield & Dodd, LLC | 20 | $9.37M | 0.69% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20 | $9.37M | 9.32% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20 | $9.37M | 3.36% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $9.84M | 2.93% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 21 | $9.84M | 1.55% | +20+2,000.0% | Added |
| Smithfield Trust Co | 21 | $9.85M | 0.66% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $10.3M | 1.60% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $10.3M | 0.59% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $10.3M | 4.42% | 00.0% | Unchanged |
| Bank of Montreal | 22 | $10.3M | 0.01% | −158−87.8% | Reduced |
| Regions Financial Corp | 22 | $10.3M | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $10.3M | 3.04% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 22 | $10.5M | 7.62% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $11.2M | 0.09% | −1−4.0% | Reduced |
| Commerce Bank | 24 | $11.2M | 0.09% | +4+20.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 24 | $11.2M | 0.85% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 24 | $11.2M | 0.20% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24 | $11.2M | 0.10% | +1+4.3% | Added |
| Clough Capital Partners L P | 24 | $11.2M | 1.14% | +24 | New |
| Matthew 25 Management Corp | 25 | $11.7M | 4.95% | −5−16.7% | Reduced |
| Pangea Capital Gestao de Recursos Ltda. | 25 | $11.7M | 10.47% | +25 | New |
| TD Asset Management Inc | 25 | $11.7M | 0.01% | +25 | New |
| University of Maryland Foundation, Inc. | 25 | $11.7M | 13.33% | 00.0% | Unchanged |
| Fifth Third Bancorp | 26 | $12.2M | 0.06% | −1−3.7% | Reduced |
| Citizens Financial Group Inc | 26 | $12.2M | 0.48% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $12.2M | 0.23% | +2+8.3% | Added |
| Stock Yards Bank & Trust Co | 27 | $12.7M | 0.50% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 27 | $12.7M | 0.53% | +27 | New |
| Brandywine Trust Co | 27 | $12.7M | 3.86% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 27 | $12.7M | 12.62% | 00.0% | Unchanged |
| Private Management Group Inc | 27 | $12.7M | 0.56% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 27 | $12.7M | 0.23% | +2+8.0% | Added |
| Park National Corp | 28 | $13.1M | 0.58% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 28 | $13.1M | 8.67% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 29 | $13.6M | 0.03% | −2−6.5% | Reduced |
| Standard Life Aberdeen plc | 29 | $13.6M | 0.04% | +4+16.0% | Added |
| Boston Private Wealth LLC | 29 | $13.6M | 0.18% | +6+26.1% | Added |
| 7G Capital Management, LLC | 30 | $14.1M | 9.36% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $14.1M | 7.56% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $14.1M | 3.24% | 00.0% | Unchanged |
| Washington Trust Bank | 30 | $14.1M | 1.59% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31 | $14.5M | 0.08% | −1−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 31 | $14.5M | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31 | $14.5M | 0.41% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31 | $14.5M | 0.03% | +28+933.3% | Added |
| Pittenger & Anderson Inc | 3,200 | $15.0M | 0.82% | +3,156+7,172.7% | Added |
| Alliancebernstein L.P. | 32 | $15.0M | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32 | $15.0M | 2.32% | 00.0% | Unchanged |