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 | 1,054 | $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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 5 | $2.33M | 0.10% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5 | $2.33M | 0.58% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 5 | $2.33M | 0.71% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5 | $2.33M | 0.51% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 5 | $2.33M | 1.21% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5 | $2.33M | 0.09% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.33M | 0.10% | 00.0% | Unchanged |
| Rbo & Co LLC | 5 | $2.33M | 0.41% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.33M | 0.19% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 5 | $2.33M | 0.21% | 00.0% | Unchanged |
| Narwhal Capital Management | 5 | $2.33M | 0.29% | 00.0% | Unchanged |
| Fiera Capital Corp | 5 | $2.33M | 0.01% | 00.0% | Unchanged |
| Main Street Research LLC | 5 | $2.33M | 0.46% | 00.0% | Unchanged |
| Atria Investments LLC | 5 | $2.33M | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.33M | 0.47% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 5 | $2.33M | 1.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5 | $2.33M | 0.28% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $2.33M | 0.08% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 5 | $2.33M | 0.67% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5 | $2.33M | 0.36% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5 | $2.33M | 0.57% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5 | $2.33M | 0.84% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5 | $2.33M | 1.49% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5 | $2.33M | 0.33% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5 | $2.33M | 1.45% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5 | $2.33M | 0.32% | 00.0% | Unchanged |
| Caldwell Trust Co | 5 | $2.33M | 0.32% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5 | $2.33M | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 5 | $2.33M | 0.18% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5 | $2.33M | 0.32% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5 | $2.33M | 0.02% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5 | $2.33M | 0.33% | +1+25.0% | Added |
| Connectus Wealth, LLC | 5 | $2.33M | 0.06% | +2+66.7% | Added |
| Arete Wealth Advisors, LLC | 5 | $2.33M | 0.19% | +5 | New |
| Canvas Wealth Advisors, LLC | 5 | $2.50M | 1.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5 | $2.79M | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6 | $2.79M | 0.07% | −2−25.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $2.79M | 1.73% | −1−14.3% | Reduced |
| Augustine Asset Management Inc | 6 | $2.79M | 1.38% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 6 | $2.79M | 0.72% | 00.0% | Unchanged |
| Blackhill Capital Inc | 6 | $2.79M | 0.31% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6 | $2.79M | 0.05% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $2.79M | 0.93% | 00.0% | Unchanged |
| Avenir Corp | 6 | $2.79M | 0.26% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 6 | $2.79M | 0.28% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $2.79M | 0.11% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 6 | $2.79M | 0.75% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6 | $2.79M | 0.21% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $2.79M | 2.41% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6 | $2.79M | 0.17% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $2.79M | 1.66% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $2.79M | 2.19% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6 | $2.79M | 1.06% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6 | $2.79M | 0.07% | +6 | New |
| Independent Advisor Alliance | 6 | $2.79M | 0.13% | +4+200.0% | Added |
| Vestor Capital, LLC | 6 | $2.79M | 0.33% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6 | $2.79M | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6 | $2.79M | 0.89% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $2.79M | 1.89% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6 | $2.79M | 0.95% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 6 | $2.79M | 3.06% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $2.79M | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 9,424 | $2.91M | 0.43% | −613−6.1% | Reduced |
| Aaron Wealth Advisors | 6 | $2.97M | 0.41% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7 | $3.24M | 0.18% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 7 | $3.26M | 0.34% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7 | $3.26M | 0.01% | −24−77.4% | Reduced |
| Bragg Financial Advisors, Inc | 7 | $3.26M | 0.19% | −1−12.5% | Reduced |
| Intrust Bank NA | 7 | $3.26M | 0.42% | −1−12.5% | Reduced |
| Adviser Investments LLC | 7 | $3.26M | 0.08% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $3.26M | 0.10% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $3.26M | 0.82% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 7 | $3.26M | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 7 | $3.26M | 0.26% | 00.0% | Unchanged |
| Stephens Inc | 7 | $3.26M | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.26M | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.26M | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $3.26M | 0.22% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.26M | 0.75% | 00.0% | Unchanged |
| Mairs & Power Inc | 7 | $3.26M | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.26M | 0.50% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.26M | 1.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $3.26M | 0.19% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $3.26M | 2.60% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 700 | $3.26M | 0.90% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.26M | 0.80% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.26M | 0.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7 | $3.26M | 0.25% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $3.26M | 0.35% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $3.26M | 0.34% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $3.26M | 0.80% | 00.0% | Unchanged |
| Lincoln National Corp | 7 | $3.26M | 0.07% | +2+40.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 7 | $3.26M | 0.35% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8 | $3.71M | 1.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8 | $3.72M | 0.00% | −5−38.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8 | $3.72M | 0.43% | −2−20.0% | Reduced |
| Edge Capital Group, LLC | 8 | $3.72M | 0.23% | −2−20.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 8 | $3.72M | 0.01% | −1−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 8 | $3.72M | 0.09% | −1−11.1% | Reduced |
| American National Bank | 8 | $3.72M | 0.69% | 00.0% | Unchanged |