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, Q2 2023
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 1,070
- +4 vs. Q1 2023
- Shares held
- 129.7K
- −7.53K (−5.5%) vs. Q1 2023
- Total value
- $54.4B
- +$5.49B (+11.2%) vs. Q1 2023
- New holders
- 54
- 71 more added
- Sold out
- 50
- 126 more reduced
7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pangea Capital Gestao de Recursos Ltda. | 25 | $12.9M | 10.05% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 25 | $12.9M | 13.27% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 24 | $12.4M | 0.18% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $12.4M | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 24 | $12.4M | 1.63% | −10−29.4% | Reduced |
| Kestra Advisory Services, LLC | 23 | $11.9M | 0.12% | −1−4.2% | Reduced |
| ORG Partners LLC | 22 | $11.4M | 1.85% | +22 | New |
| Regions Financial Corp | 22 | $11.4M | 0.10% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $11.4M | 1.59% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $11.4M | 2.51% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $11.4M | 3.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $11.4M | 0.54% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $11.4M | 4.83% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 22 | $11.4M | 7.86% | 00.0% | Unchanged |
| Rhumbline Advisers | 22 | $11.4M | 0.01% | +2+10.0% | Added |
| Smithfield Trust Co | 21 | $10.9M | 0.66% | 00.0% | Unchanged |
| Park National Corp | 21 | $10.9M | 0.47% | −2−8.7% | Reduced |
| Clough Capital Partners L P | 21 | $10.9M | 1.09% | −2−8.7% | Reduced |
| Zuckerman Investment Group, LLC | 21 | $10.9M | 1.56% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $10.9M | 2.82% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20 | $10.4M | 10.54% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 20 | $10.4M | 0.74% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20 | $10.4M | 3.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20 | $10.4M | 0.88% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 20 | $10.4M | 0.07% | +18+900.0% | Added |
| Commerce Bank | 19 | $9.84M | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $9.84M | 5.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $9.84M | 2.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18 | $9.32M | 0.00% | −1−5.3% | Reduced |
| Ar Asset Management Inc | 18 | $9.32M | 2.50% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $9.32M | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $9.32M | 2.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18 | $9.32M | 0.13% | 00.0% | Unchanged |
| First Nebraska Trust Co | 18 | $9.32M | 1.11% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 17 | $8.80M | 1.63% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17 | $8.80M | 0.03% | +1+6.3% | Added |
| Grandfield & Dodd, LLC | 17 | $8.80M | 0.62% | −3−15.0% | Reduced |
| King Luther Capital Management Corp | 17 | $8.80M | 0.04% | −1−5.6% | Reduced |
| Howland Capital Management LLC | 17 | $8.80M | 0.51% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 17 | $8.80M | 1.36% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $8.80M | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $8.80M | 0.01% | +4+30.8% | Added |
| Keystone Financial Group | 17 | $8.80M | 1.50% | +17 | New |
| RWM Asset Management, LLC | 16 | $8.44M | 1.62% | 00.0% | Unchanged |
| Cerity Partners LLC | 16 | $8.29M | 0.03% | +4+33.3% | Added |
| CPA Asset Management LLC | 160 | $8.28M | 5.95% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 16 | $8.28M | 0.09% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $7.79M | 3.83% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $7.77M | 23.47% | −21−58.3% | Reduced |
| Essex Savings Bank | 15 | $7.77M | 2.59% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $7.77M | 1.03% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 15 | $7.77M | 1.05% | 00.0% | Unchanged |
| Puzo Michael J | 15 | $7.77M | 2.46% | 00.0% | Unchanged |
| Greenleaf Trust | 15 | $7.77M | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15 | $7.77M | 0.08% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $7.77M | 0.50% | 00.0% | Unchanged |
| Vicus Capital | 15 | $7.77M | 0.81% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15 | $7.77M | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $7.77M | 1.16% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $7.77M | 1.05% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 15 | $7.77M | 0.08% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $7.77M | 0.60% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15 | $7.77M | 0.01% | +7+87.5% | Added |
| CWM, LLC | 15 | $7.77M | 0.05% | −3−16.7% | Reduced |
| Private Advisor Group, LLC | 14 | $7.27M | 0.06% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $7.25M | 0.13% | +1+7.7% | Added |
| Weik Capital Management | 14 | $7.25M | 3.42% | −3−17.6% | Reduced |
| Central Trust Co | 14 | $7.25M | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $7.25M | 2.14% | 00.0% | Unchanged |
| Aviva PLC | 14 | $7.25M | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $7.25M | 0.33% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $7.25M | 0.13% | +1+7.7% | Added |
| K.J. Harrison & Partners Inc | 14 | $7.22M | 1.31% | 00.0% | Unchanged |
| Amundi | 13 | $6.75M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13 | $6.75M | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $6.73M | 0.33% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13 | $6.73M | 0.02% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.73M | 2.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $6.73M | 0.12% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $6.73M | 1.14% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13 | $6.73M | 0.65% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.73M | 1.33% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13 | $6.73M | 0.32% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.73M | 0.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 13 | $6.73M | 0.08% | +1+8.3% | Added |
| Evercore Wealth Management, LLC | 13 | $6.73M | 0.12% | +2+18.2% | Added |
| Neville Rodie & Shaw Inc | 12 | $6.21M | 0.53% | 00.0% | Unchanged |
| Financial Counselors Inc | 12 | $6.21M | 0.13% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $6.21M | 1.64% | −1−7.7% | Reduced |
| Keel Point, LLC | 12 | $6.21M | 0.83% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12 | $6.21M | 0.24% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $6.21M | 2.56% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $6.21M | 1.66% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12 | $6.21M | 4.26% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $6.21M | 2.62% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $6.21M | 0.36% | +4+50.0% | Added |
| MBB Public Markets I LLC | 12 | $6.21M | 0.35% | +12 | New |
| Prairie Sky Financial Group LLC | 12 | $6.21M | 4.22% | +12 | New |
| Smith Chas P & Associates Pa Cpas | 11 | $5.70M | 0.37% | 00.0% | Unchanged |
| Security National Bank | 11 | $5.70M | 1.45% | −1−8.3% | Reduced |