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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 13 | $6.05M | 0.31% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.05M | 1.93% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13 | $6.05M | 0.02% | +1+8.3% | Added |
| Janus Henderson Group PLC | 13 | $6.06M | 0.00% | −2−13.3% | Reduced |
| Amundi | 13 | $6.13M | 0.00% | −2−13.3% | Reduced |
| Aviva PLC | 14 | $6.52M | 0.03% | −33−70.2% | Reduced |
| K.J. Harrison & Partners Inc | 14 | $6.52M | 1.32% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $6.52M | 2.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $6.52M | 0.31% | 00.0% | Unchanged |
| Central Trust Co | 14 | $6.52M | 0.19% | +1+7.7% | Added |
| Private Advisor Group, LLC | 14 | $6.52M | 0.06% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 14 | $6.69M | 4.21% | +14 | New |
| Greenleaf Trust | 15 | $6.98M | 0.08% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $6.98M | 0.97% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.98M | 0.56% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15 | $6.98M | 0.98% | 00.0% | Unchanged |
| Puzo Michael J | 15 | $6.98M | 2.33% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $6.98M | 0.47% | 00.0% | Unchanged |
| Vicus Capital | 15 | $6.98M | 0.75% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15 | $6.98M | 0.04% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.98M | 1.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.98M | 1.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 15 | $6.98M | 0.09% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 15 | $6.98M | 3.61% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15 | $6.98M | 0.09% | +14+1,400.0% | Added |
| Global Financial Private Client, LLC | 15 | $7.05M | 3.63% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 16 | $7.45M | 0.08% | −2−11.1% | Reduced |
| RWM Asset Management, LLC | 16 | $7.45M | 1.54% | 00.0% | Unchanged |
| CPA Asset Management LLC | 160 | $7.45M | 5.56% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16 | $7.45M | 0.03% | −1−5.9% | Reduced |
| Weik Capital Management | 17 | $7.92M | 3.62% | 00.0% | Unchanged |
| Choate Investment Advisors | 17 | $7.92M | 0.38% | −1−5.6% | Reduced |
| Mackenzie Financial Corp | 17 | $7.92M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 17 | $7.92M | 0.48% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 17 | $7.92M | 1.30% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $7.92M | 0.31% | 00.0% | Unchanged |
| Essex Savings Bank | 17 | $7.92M | 2.76% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 17 | $7.92M | 1.54% | +1+6.3% | Added |
| King Luther Capital Management Corp | 18 | $8.38M | 0.04% | −1−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $8.38M | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $8.38M | 2.25% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18 | $8.38M | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 18 | $8.38M | 1.06% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $8.38M | 2.26% | 00.0% | Unchanged |
| CWM, LLC | 18 | $8.38M | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 19 | $8.85M | 0.07% | −5−20.8% | Reduced |
| Pflug Koory, LLC | 1,900 | $8.85M | 4.81% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 19 | $8.85M | 0.96% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $8.85M | 2.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 19 | $8.85M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 20 | $9.31M | 0.69% | −4−16.7% | Reduced |
| Armstrong Shaw Associates Inc | 20 | $9.31M | 9.14% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 20 | $9.31M | 0.65% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20 | $9.31M | 3.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 20 | $9.31M | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20 | $9.31M | 0.87% | +2+11.1% | Added |
| Zuckerman Investment Group, LLC | 21 | $9.78M | 1.49% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $9.78M | 2.57% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $9.78M | 0.63% | 00.0% | Unchanged |
| Bank of Montreal | 21 | $9.87M | 0.01% | −1−4.5% | Reduced |
| Brandywine Trust Co | 22 | $10.2M | 2.76% | −5−18.5% | Reduced |
| Cahill Wealth Management, LLC | 22 | $10.2M | 7.56% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $10.2M | 2.93% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $10.2M | 1.53% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $10.2M | 0.52% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $10.2M | 4.49% | 00.0% | Unchanged |
| Regions Financial Corp | 22 | $10.2M | 0.09% | 00.0% | Unchanged |
| Park National Corp | 23 | $10.7M | 0.48% | −5−17.9% | Reduced |
| Clough Capital Partners L P | 23 | $10.7M | 1.15% | −1−4.2% | Reduced |
| Kestra Advisory Services, LLC | 24 | $11.2M | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $11.2M | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 24 | $11.2M | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 25 | $11.6M | 0.02% | −14−35.9% | Reduced |
| AQR Capital Management LLC | 25 | $11.6M | 0.03% | −10−28.6% | Reduced |
| Stock Yards Bank & Trust Co | 25 | $11.6M | 0.45% | −2−7.4% | Reduced |
| University of Maryland Foundation, Inc. | 25 | $11.6M | 12.69% | 00.0% | Unchanged |
| TD Asset Management Inc | 25 | $11.6M | 0.01% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 25 | $11.6M | 4.54% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 25 | $11.6M | 10.12% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 25 | $11.6M | 2.61% | +11+78.6% | Added |
| Private Management Group Inc | 26 | $12.1M | 0.54% | −1−3.7% | Reduced |
| Fifth Third Bancorp | 26 | $12.1M | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $12.1M | 0.22% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 26 | $12.1M | 0.44% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 27 | $12.7M | 12.66% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 28 | $13.0M | 0.18% | −1−3.4% | Reduced |
| Silverleafe Capital Partners, LLC | 28 | $13.0M | 8.40% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 28 | $13.0M | 0.23% | +1+3.7% | Added |
| Mill Creek Capital Advisors, LLC | 29 | $13.5M | 0.50% | +2+7.4% | Added |
| Washington Trust Bank | 30 | $14.0M | 1.49% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $14.0M | 2.98% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $14.0M | 8.27% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $14.0M | 7.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 30 | $14.0M | 0.03% | +1+3.4% | Added |
| Silvercrest Asset Management Group LLC | 31 | $14.4M | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31 | $14.4M | 0.33% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31 | $14.4M | 0.07% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 32 | $14.9M | 6.99% | −4−11.1% | Reduced |
| Pittenger & Anderson Inc | 3,200 | $14.9M | 0.77% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 32 | $14.9M | 0.01% | 00.0% | Unchanged |