Berkshire Hathaway Inc

BRK.A

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0001067983

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2023: 1,070 institutions

Value heldQ2 2023: $54.4B

Institutions holding BRK.A and their total value by quarter
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.

Institutions holding BRK.A in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Karpas Strategies, LLC	7	$3.62M	1.22%	00.0%	Unchanged
Bragg Financial Advisors, Inc	7	$3.62M	0.20%	00.0%	Unchanged
Brighton Jones LLC	7	$3.62M	0.18%	00.0%	Unchanged
Sterling Investment Management, Inc.	7	$3.62M	2.88%	00.0%	Unchanged
Summit Asset Management, LLC	700	$3.62M	0.96%	00.0%	Unchanged
Mraz, Amerine & Associates, Inc.	7	$3.62M	0.85%	00.0%	Unchanged
Iowa State Bank	7	$3.62M	0.91%	00.0%	Unchanged
Ycg, LLC	7	$3.62M	0.32%	00.0%	Unchanged
CAPROCK Group, Inc.	7	$3.62M	0.27%	00.0%	Unchanged
Principle Wealth Partners LLC	7	$3.62M	0.36%	00.0%	Unchanged
Transcend Wealth Collective, LLC	7	$3.62M	0.35%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	7	$3.62M	0.85%	00.0%	Unchanged
Independent Advisor Alliance	7	$3.62M	0.16%	+1+16.7%	Added
Marshall Wace, LLP	7	$3.62M	0.01%	+5+250.0%	Added
Security National Bank of Sioux City Iowa	7	$3.62M	2.73%	+7	New
Advisor Partners II, LLC	7	$3.60M	0.17%	00.0%	Unchanged
Traphagen Investment Advisors LLC	9,211	$3.14M	0.41%	−213−2.3%	Reduced
National Bank of Canada	6	$3.11M	0.01%	00.0%	Unchanged
Vestor Capital, LLC	6	$3.11M	0.33%	00.0%	Unchanged
Westwood Holdings Group Inc.	6	$3.11M	0.03%	00.0%	Unchanged
Community Bank & Trust, Waco, Texas	6	$3.11M	0.93%	00.0%	Unchanged
Beaton Management Co. Inc.	6	$3.11M	1.97%	00.0%	Unchanged
Am Investment Strategies LLC	6	$3.11M	0.97%	00.0%	Unchanged
BI Asset Management Fondsmaeglerselskab A/S	6	$3.11M	0.07%	+4+200.0%	Added
WealthPlan Investment Management, LLC	6	$3.11M	0.93%	−6−50.0%	Reduced
First Foundation Advisors	6	$3.11M	0.13%	−4−40.0%	Reduced
Ferguson Wellman Capital Management, Inc	6	$3.11M	0.07%	00.0%	Unchanged
Blackhill Capital Inc	6	$3.11M	0.33%	00.0%	Unchanged
Tocqueville Asset Management L.P.	6	$3.11M	0.06%	00.0%	Unchanged
Roberts Glore & Co Inc	6	$3.11M	0.99%	00.0%	Unchanged
Avenir Corp	6	$3.11M	0.27%	00.0%	Unchanged
Schaper Benz & Wise Investment Counsel Inc	6	$3.11M	0.30%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	6	$3.11M	0.12%	00.0%	Unchanged
Ballentine Partners, LLC	6	$3.11M	0.07%	00.0%	Unchanged
Northside Capital Management, LLC	6	$3.11M	1.08%	00.0%	Unchanged
CWA Asset Management Group, LLC	6	$3.11M	0.21%	00.0%	Unchanged
Murphy, Middleton, Hinkle & Parker, Inc.	6	$3.11M	1.94%	00.0%	Unchanged
Avondale Wealth Management	6	$3.11M	2.61%	00.0%	Unchanged
Apollon Wealth Management, LLC	6	$3.11M	0.15%	00.0%	Unchanged
Cadent Capital Advisors, LLC	6	$3.11M	1.93%	00.0%	Unchanged
Epacria Capital Partners, LLC	6	$3.11M	2.54%	00.0%	Unchanged
Balboa Wealth Partners	6	$3.11M	1.08%	00.0%	Unchanged
Canvas Wealth Advisors, LLC	5	$2.66M	0.99%	00.0%	Unchanged
Pine Ridge Advisers LLC	5	$2.59M	0.57%	−49−90.7%	Reduced
American National Bank	5	$2.59M	0.44%	−3−37.5%	Reduced
Osterweis Capital Management Inc	5	$2.59M	0.17%	−2−28.6%	Reduced
Augustine Asset Management Inc	5	$2.59M	1.20%	−1−16.7%	Reduced
Valley Forge Investment Consultants Inc Adv	5	$2.59M	1.27%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	5	$2.59M	0.03%	00.0%	Unchanged
Prio Wealth Limited Partnership	5	$2.59M	0.09%	00.0%	Unchanged
Washington Trust Co	5	$2.59M	0.11%	00.0%	Unchanged
First Interstate Bank	5	$2.59M	0.21%	00.0%	Unchanged
Rbo & Co LLC	5	$2.59M	0.44%	00.0%	Unchanged
Hills Bank & Trust Co	5	$2.59M	0.33%	00.0%	Unchanged
North Star Investment Management Corp.	5	$2.59M	0.21%	00.0%	Unchanged
Spears Abacus Advisors LLC	5	$2.59M	0.21%	00.0%	Unchanged
Confluence Investment Management LLC	5	$2.59M	0.04%	00.0%	Unchanged
Narwhal Capital Management	5	$2.59M	0.30%	00.0%	Unchanged
Fiera Capital Corp	5	$2.59M	0.01%	00.0%	Unchanged
Main Street Research LLC	5	$2.59M	0.41%	00.0%	Unchanged
Cetera Advisors LLC	5	$2.59M	0.04%	00.0%	Unchanged
Atria Investments LLC	5	$2.59M	0.05%	00.0%	Unchanged
Vontobel Holding Ltd.	5	$2.59M	0.02%	00.0%	Unchanged
Tarbox Family Office, Inc.	5	$2.59M	0.50%	00.0%	Unchanged
Chicago Trust Co NA	5	$2.59M	0.62%	00.0%	Unchanged
Oak Grove Capital LLC	5	$2.59M	0.95%	00.0%	Unchanged
Jacobi Capital Management LLC	5	$2.59M	0.29%	00.0%	Unchanged
Parallel Advisors, LLC	5	$2.59M	0.08%	00.0%	Unchanged
Delta Investment Management, LLC	5	$2.59M	0.71%	00.0%	Unchanged
Coastal Investment Advisors, Inc.	5	$2.59M	0.57%	00.0%	Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC	5	$2.59M	0.87%	00.0%	Unchanged
Bond & Devick Financial Network, Inc.	5	$2.59M	1.61%	00.0%	Unchanged
Amplius Wealth Advisors, LLC	5	$2.59M	0.35%	00.0%	Unchanged
Capricorn Fund Managers Ltd	5	$2.59M	0.93%	00.0%	Unchanged
Congress Wealth Management LLC	5	$2.59M	0.06%	00.0%	Unchanged
Zullo Investment Group, Inc.	5	$2.59M	1.48%	00.0%	Unchanged
FourThought Financial Partners, LLC	5	$2.59M	0.34%	00.0%	Unchanged
Whitford Management LLC	5	$2.59M	3.19%	00.0%	Unchanged
Goldstein Advisors, LLC	5	$2.59M	0.54%	00.0%	Unchanged
Badgley Phelps Wealth Managers, LLC	5	$2.59M	0.09%	+1+25.0%	Added
Kingswood Wealth Advisors, LLC	5	$2.59M	0.83%	+5	New
Meritage Portfolio Management	5	$2.59M	0.18%	00.0%	Unchanged
Foster Dykema Cabot & Co Inc	5	$2.59M	0.30%	00.0%	Unchanged
Sentinel Trust Co Lba	5	$2.59M	0.35%	00.0%	Unchanged
Foundation Resource Management Inc	5	$2.59M	0.43%	00.0%	Unchanged
Advisors Capital Management, LLC	5	$2.59M	0.06%	00.0%	Unchanged
Benjamin F. Edwards & Company, Inc.	5	$2.59M	0.10%	00.0%	Unchanged
Beacon Pointe Advisors, LLC	4	$2.59M	0.04%	−1−20.0%	Reduced
Connectus Wealth, LLC	4	$2.07M	0.05%	−1−20.0%	Reduced
Intrua Financial, LLC	4	$2.07M	0.37%	00.0%	Unchanged
Associated Banc-Corp	4	$2.07M	0.08%	00.0%	Unchanged
Dodge & Cox	4	$2.07M	0.00%	00.0%	Unchanged
Crawford Investment Counsel Inc	4	$2.07M	0.04%	00.0%	Unchanged
Fisher Asset Management, LLC	4	$2.07M	0.00%	00.0%	Unchanged
Aristotle Capital Management, LLC	4	$2.07M	0.00%	00.0%	Unchanged
Parsons Capital Management Inc	4	$2.07M	0.16%	00.0%	Unchanged
M&R Capital Management Inc	4	$2.07M	0.54%	00.0%	Unchanged
Coldstream Capital Management Inc	4	$2.07M	0.07%	00.0%	Unchanged
Bourne Lent Asset Management Inc	4	$2.07M	0.72%	00.0%	Unchanged
Black Diamond Capital Management, L.L.C.	4	$2.07M	1.29%	00.0%	Unchanged