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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 25 | $11.6M | 2.61% | +11+78.6% | Added |
| Buckingham Strategic Wealth, LLC | 24 | $11.2M | 0.20% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24 | $11.2M | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $11.2M | 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 |
| Regions Financial Corp | 22 | $10.2M | 0.09% | 00.0% | Unchanged |
| 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 |
| Bank of Montreal | 21 | $9.87M | 0.01% | −1−4.5% | Reduced |
| Smithfield Trust Co | 21 | $9.78M | 0.63% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 21 | $9.78M | 1.49% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $9.78M | 2.57% | 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 |
| Price T Rowe Associates Inc | 19 | $8.85M | 0.00% | 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 |
| Ar Asset Management Inc | 18 | $8.38M | 2.26% | 00.0% | Unchanged |
| CWM, LLC | 18 | $8.38M | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Weik Capital Management | 17 | $7.92M | 3.62% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16 | $7.45M | 0.03% | −1−5.9% | 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 |
| Segall Bryant & Hamill, LLC | 16 | $7.45M | 0.08% | −2−11.1% | Reduced |
| Global Financial Private Client, LLC | 15 | $7.05M | 3.63% | 00.0% | Unchanged |
| 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 |
| Clarus Wealth Advisors | 14 | $6.69M | 4.21% | +14 | New |
| 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 |
| Amundi | 13 | $6.13M | 0.00% | −2−13.3% | Reduced |
| Janus Henderson Group PLC | 13 | $6.06M | 0.00% | −2−13.3% | Reduced |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 13 | $6.05M | 0.28% | −1−7.1% | Reduced |
| Aire Advisors, LLC | 13 | $6.05M | 1.69% | −1−7.1% | Reduced |
| Fiduciary Trust Co | 13 | $6.05M | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.05M | 1.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.05M | 1.29% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.05M | 0.23% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $6.05M | 0.01% | +2+18.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13 | $6.05M | 0.63% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 13 | $6.04M | 0.12% | −1−7.1% | Reduced |
| Bartlett & Co. LLC | 13 | $6.04M | 0.12% | −1−7.1% | Reduced |
| GWM Advisors LLC | 12 | $5.66M | 0.07% | +3+33.3% | Added |
| Cerity Partners LLC | 12 | $5.64M | 0.03% | +2+20.0% | Added |
| WealthPlan Investment Management, LLC | 12 | $5.59M | 0.96% | −1−7.7% | Reduced |
| Keel Point, LLC | 12 | $5.59M | 0.81% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12 | $5.59M | 0.23% | 00.0% | Unchanged |
| Security National Bank | 12 | $5.59M | 1.49% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.59M | 2.39% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12 | $5.59M | 3.83% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $5.59M | 1.55% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $5.59M | 2.55% | −3−20.0% | Reduced |
| Financial Counselors Inc | 12 | $5.59M | 0.12% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12 | $5.59M | 0.51% | +2+20.0% | Added |
| Smith Chas P & Associates Pa Cpas | 11 | $5.12M | 0.35% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11 | $5.12M | 0.06% | −1−8.3% | Reduced |
| Spinnaker Trust | 11 | $5.12M | 0.39% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $5.12M | 0.33% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.12M | 0.03% | 00.0% | Unchanged |