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, Q1 2023
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2023. 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
- 1,073
- +11 vs. Q4 2022
- Shares held
- 137.3K
- −16.5K (−10.7%) vs. Q4 2022
- Total value
- $49.0B
- −$2.73B (−5.3%) vs. Q4 2022
- New holders
- 47
- 55 more added
- Sold out
- 36
- 142 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citizens Business Bank | 2 | $931.2K | 0.21% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2 | $931.2K | 0.28% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2 | $931.2K | 0.48% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2 | $931.2K | 0.12% | 00.0% | Unchanged |
| Sharper & Granite LLC | 2 | $931.2K | 0.56% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $931.2K | 0.89% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $931.2K | 0.46% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2 | $931.2K | 0.27% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2 | $931.2K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $931.2K | 0.64% | 00.0% | Unchanged |
| Terry L. Blaker | 2 | $931.2K | 0.08% | 00.0% | Unchanged |
| Arvest Trust Co N A | 2 | $931.2K | 0.06% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2 | $931.2K | 0.10% | 00.0% | Unchanged |
| First National Trust Co | 2 | $931.2K | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2 | $931.2K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 2 | $931.2K | 0.10% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2 | $931.2K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2 | $931.2K | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 2 | $931.2K | 0.00% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2 | $931.2K | 0.37% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2 | $931.2K | 0.17% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2 | $931.2K | 0.12% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2 | $931.2K | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 2 | $931.2K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 2 | $931.2K | 0.10% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2 | $931.2K | 0.29% | 00.0% | Unchanged |
| Trust Co | 2 | $931.2K | 0.14% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 2 | $931.2K | 0.66% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 2 | $931.2K | 0.21% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $931.2K | 0.30% | 00.0% | Unchanged |
| Spire Wealth Management | 2 | $931.2K | 0.04% | 00.0% | Unchanged |
| First International Bank & Trust | 2 | $931.2K | 0.31% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $931.2K | 0.40% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $931.2K | 0.34% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2 | $931.2K | 0.49% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2 | $931.2K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2 | $931.2K | 0.04% | +1+100.0% | Added |
| IHT Wealth Management, LLC | 2 | $931.2K | 0.05% | +1+100.0% | Added |
| Frontier Asset Management, LLC | 2 | $931.2K | 0.44% | +1+100.0% | Added |
| Marshall Wace, LLP | 2 | $931.2K | 0.00% | +2 | New |
| Busey Wealth Management | 2 | $931.2K | 0.04% | +2 | New |
| Dorchester Wealth Management Co | 2 | $931.2K | 0.19% | +2 | New |
| Cornerstone Wealth Management, LLC | 2 | $931.2K | 0.09% | +2 | New |
| WealthBridge Capital Management, LLC | 2 | $931.2K | 0.37% | +2 | New |
| Options Solutions, LLC | 2 | $931.2K | 1.06% | +2 | New |
| Grey Street Capital, LLC | 2 | $931.2K | 0.66% | +2 | New |
| Ashton Thomas Private Wealth, LLC | 2 | $931.2K | 0.08% | +2 | New |
| Regatta Capital Group, LLC | 2 | $937.4K | 0.33% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $938.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2 | $946.0K | 0.22% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2 | $977.8K | 0.30% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2 | $991.8K | 0.63% | 00.0% | Unchanged |
| Brookstone Capital Management | 2 | $995.8K | 0.02% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.01M | 1.33% | +2 | New |
| Meitav Dash Investments Ltd | 2 | $1.01M | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 4,109 | $1.27M | 0.19% | −95−2.3% | Reduced |
| Union Investments & Development Ltd. | 4,400 | $1.36M | 0.78% | 00.0% | Unchanged |
| Biechele Royce Advisors | 3 | $1.40M | 0.52% | −1−25.0% | Reduced |
| Boston Family Office LLC | 3 | $1.40M | 0.11% | 00.0% | Unchanged |
| Moreno Evelyn V | 3 | $1.40M | 0.32% | −2−40.0% | Reduced |
| Capital Investment Advisors, LLC | 3 | $1.40M | 0.04% | −1−25.0% | Reduced |
| Boston Trust Walden Corp | 3 | $1.40M | 0.01% | −1−25.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3 | $1.40M | 0.04% | −1−25.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3 | $1.40M | 0.34% | −1−25.0% | Reduced |
| South State Corp. | 3 | $1.40M | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3 | $1.40M | 0.02% | 00.0% | Unchanged |
| Edgewood Management LLC | 3 | $1.40M | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 3 | $1.40M | 0.20% | 00.0% | Unchanged |
| Courier Capital LLC | 3 | $1.40M | 0.15% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.40M | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3 | $1.40M | 0.05% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 3 | $1.40M | 0.49% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3 | $1.40M | 0.68% | 00.0% | Unchanged |
| Cypress Capital Group | 3 | $1.40M | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3 | $1.40M | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $1.40M | 0.19% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.40M | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3 | $1.40M | 0.54% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 3 | $1.40M | 0.15% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3 | $1.40M | 0.35% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3 | $1.40M | 0.16% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $1.40M | 0.20% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 3 | $1.40M | 0.54% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3 | $1.40M | 0.31% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3 | $1.40M | 0.36% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 3 | $1.40M | 0.85% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3 | $1.40M | 0.18% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.40M | 0.60% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3 | $1.40M | 0.33% | 00.0% | Unchanged |
| Chicago Capital, LLC | 3 | $1.40M | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3 | $1.40M | 0.65% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3 | $1.40M | 0.81% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3 | $1.40M | 1.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3 | $1.40M | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 3 | $1.40M | 0.16% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 3 | $1.40M | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 3 | $1.40M | 0.15% | 00.0% | Unchanged |
| Americana Partners, LLC | 3 | $1.40M | 0.22% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3 | $1.40M | 0.48% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3 | $1.40M | 0.18% | 00.0% | Unchanged |