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 | 1,054 | $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 |
|---|---|---|---|---|---|
| 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 |
| University of Maryland Foundation, Inc. | 25 | $11.7M | 13.33% | 00.0% | Unchanged |
| TD Asset Management Inc | 25 | $11.7M | 0.01% | +25 | 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 |
| Clough Capital Partners L P | 24 | $11.2M | 1.14% | +24 | New |
| 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 |
| Commerce Bank | 24 | $11.2M | 0.09% | +4+20.0% | Added |
| Davenport & Co LLC | 24 | $11.2M | 0.09% | −1−4.0% | Reduced |
| Cahill Wealth Management, LLC | 22 | $10.5M | 7.62% | 00.0% | Unchanged |
| Regions Financial Corp | 22 | $10.3M | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $10.3M | 3.04% | 00.0% | Unchanged |
| Bank of Montreal | 22 | $10.3M | 0.01% | −158−87.8% | Reduced |
| 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 |
| Smithfield Trust Co | 21 | $9.85M | 0.66% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 21 | $9.84M | 1.55% | +20+2,000.0% | Added |
| Gibson Capital, LLC | 21 | $9.84M | 2.93% | 00.0% | Unchanged |
| 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 |
| Rhumbline Advisers | 20 | $9.37M | 0.01% | −1−4.8% | Reduced |
| 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 |
| 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 |
| K.J. Harrison & Partners Inc | 14 | $8.89M | 1.74% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $8.44M | 2.40% | 00.0% | Unchanged |
| CWM, LLC | 18 | $8.44M | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $8.44M | 0.05% | +5+38.5% | Added |
| 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 |
| Segall Bryant & Hamill, LLC | 18 | $8.44M | 0.09% | +18 | New |
| Mackenzie Financial Corp | 17 | $7.97M | 0.01% | +17 | New |
| 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 |
| Essex Savings Bank | 17 | $7.97M | 2.80% | 00.0% | Unchanged |
| 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 |
| CIBC Asset Management Inc | 16 | $7.50M | 0.03% | −9−36.0% | Reduced |
| RWM Asset Management, LLC | 16 | $7.50M | 1.62% | 00.0% | Unchanged |
| CPA Asset Management LLC | 160 | $7.50M | 5.73% | +160 | New |
| WoodTrust Financial Corp | 16 | $7.50M | 1.55% | 00.0% | Unchanged |
| Amundi | 15 | $7.26M | 0.00% | +1+7.1% | Added |
| Carret Asset Management, LLC | 15 | $7.03M | 0.97% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $7.03M | 0.60% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15 | $7.03M | 0.01% | 00.0% | Unchanged |
| 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 |
| Janus Henderson Group PLC | 15 | $7.02M | 0.01% | +15 | New |
| Bartlett & Co. LLC | 14 | $6.56M | 0.13% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $6.56M | 2.19% | −1−0.3% | Reduced |
| 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 |
| Lazard Freres Gestion S.A.S. | 14 | $6.56M | 0.24% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 13 | $6.19M | 0.43% | −2−13.3% | Reduced |
| Comerica Bank | 13 | $6.19M | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $6.14M | 0.43% | +13 | New |
| Aire Advisors, LLC | 14 | $6.09M | 1.86% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $6.09M | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 13 | $6.09M | 0.19% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.09M | 1.18% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.09M | 1.38% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.09M | 0.26% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13 | $6.09M | 0.01% | +9+225.0% | Added |
| Ingalls & Snyder LLC | 13 | $6.09M | 0.33% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.09M | 1.97% | 00.0% | Unchanged |
| Financial Counselors Inc | 12 | $5.63M | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12 | $5.63M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12 | $5.62M | 0.00% | −3−20.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 12 | $5.62M | 3.90% | −2−14.3% | Reduced |
| Fort Point Capital Partners LLC | 12 | $5.62M | 0.99% | −1−7.7% | Reduced |
| Mutual Advisors, LLC | 12 | $5.62M | 0.25% | 00.0% | Unchanged |
| Security National Bank | 12 | $5.62M | 1.52% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.62M | 2.51% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12 | $5.62M | 0.16% | 00.0% | Unchanged |