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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, Q3 2023

Institutional positions in Berkshire Hathaway Inc as of Sep 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
999
−63 vs. Q2 2023
Shares held
121.2K
−8.45K (−6.5%) vs. Q2 2023
Total value
$55.7B
+$1.27B (+2.3%) vs. Q2 2023
New holders
40
87 more added
Sold out
103
130 more reduced

8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 999 institutions
Q1 2021: 988 institutionsQ2 2021: 1,004 institutionsQ3 2021: 992 institutionsQ4 2021: 1,053 institutionsQ1 2022: 1,052 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,036 institutionsQ4 2022: 1,079 institutionsQ1 2023: 1,073 institutionsQ2 2023: 1,070 institutionsQ3 2023: 999 institutionsQ4 2023: 1,036 institutionsQ1 2024: 1,030 institutionsQ2 2024: 1,032 institutionsQ3 2024: 1,039 institutionsQ4 2024: 1,073 institutionsQ1 2025: 1,397 institutionsQ2 2025: 1,387 institutionsQ3 2025: 1,366 institutionsQ4 2025: 1,413 institutionsQ1 2026: 1,430 institutionsQ2 2026: 1,423 institutions
Value heldQ3 2023: $55.7B
Q1 2021: $41.7BQ2 2021: $47.0BQ3 2021: $45.2BQ4 2021: $50.4BQ1 2022: $58.2BQ2 2022: $44.1BQ3 2022: $43.5BQ4 2022: $51.8BQ1 2023: $49.0BQ2 2023: $54.4BQ3 2023: $55.7BQ4 2023: $58.2BQ1 2024: $64.8BQ2 2024: $63.3BQ3 2024: $71.8BQ4 2024: $71.1BQ1 2025: $88.0BQ2 2025: $77.1BQ3 2025: $66.2BQ4 2025: $71.8BQ1 2026: $55.9BQ2 2026: $63.8B
Institutions holding BRK.A and their total value by quarter
QuarterHoldersValue
Q2 20261,423$63.8B
Q1 20261,430$55.9B
Q4 20251,413$71.8B
Q3 20251,366$66.2B
Q2 20251,387$77.1B
Q1 20251,397$88.0B
Q4 20241,073$71.1B
Q3 20241,039$71.8B
Q2 20241,032$63.3B
Q1 20241,030$64.8B
Q4 20231,036$58.2B
Q3 2023999$55.7B
Q2 20231,070$54.4B
Q1 20231,073$49.0B
Q4 20221,079$51.8B
Q3 20221,036$43.5B
Q2 20221,040$44.1B
Q1 20221,052$58.2B
Q4 20211,053$50.4B
Q3 2021992$45.2B
Q2 20211,004$47.0B
Q1 2021988$41.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2023.

Institutions holding BRK.A in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Copperleaf Capital, LLC1$531.5K0.57%00.0%Unchanged
Capital Wealth Alliance, LLC1$531.5K0.40%00.0%Unchanged
Wealth Quarterback LLC1$531.5K0.46%00.0%Unchanged
RMR Wealth Builders1$531.5K0.08%00.0%Unchanged
American Institute for Advanced Investment Management, LLP1$531.5K0.49%00.0%Unchanged
Aspen Grove Capital, LLC1$531.5K0.20%00.0%Unchanged
Eudaimonia Partners, LLC1$531.5K0.13%00.0%Unchanged
Capstone Triton Financial Group, LLC1$531.5K0.39%00.0%Unchanged
Northstar Advisory Group, LLC1$531.5K0.39%00.0%Unchanged
Source Financial Advisors LLC1$531.5K0.18%00.0%Unchanged
Jeppson Wealth Management, LLC1$531.5K0.24%00.0%Unchanged
Galvin, Gaustad & Stein, LLC1$531.5K0.05%00.0%Unchanged
Kavar Capital Partners Group, LLC1$531.5K0.12%00.0%Unchanged
Heron Bay Capital Management1$531.5K0.14%00.0%Unchanged
Mma Asset Management LLC1$531.5K0.31%00.0%Unchanged
Annapolis Financial Services, LLC1$531.5K0.15%00.0%Unchanged
CoreFirst Bank & Trust1$531.5K0.38%00.0%Unchanged
Oak Family Advisors, LLC1$531.5K0.25%00.0%Unchanged
Tranquilli Financial Advisor LLC1$531.5K0.38%00.0%Unchanged
Encompass Wealth Advisors, LLC1$531.5K0.18%00.0%Unchanged
Lorne Steinberg Wealth Management Inc.1$531.5K0.20%00.0%Unchanged
Mayflower Financial Advisors, LLC1$531.5K0.08%00.0%Unchanged
Capital Group Private Client Services, Inc.1$531.5K0.01%00.0%Unchanged
Gitterman Wealth Management, LLC1$531.5K0.25%00.0%Unchanged
Regency Capital Management Inc.1$531.5K0.45%00.0%Unchanged
Endowment Wealth Management, Inc.1$531.5K0.48%00.0%Unchanged
Matrix Private Capital Group LLC1$531.5K0.40%00.0%Unchanged
Ervin Investment Management, LLC1$531.5K0.45%00.0%Unchanged
SC&H Financial Advisors, Inc.1$531.5K0.18%00.0%Unchanged
Chemistry Wealth Management LLC1$531.5K0.18%00.0%Unchanged
Vance Wealth, Inc.1$531.5K0.25%00.0%Unchanged
5th Street Advisors, LLC1$531.5K0.35%00.0%Unchanged
Autumn Glory Partners, LLC1$531.5K0.32%00.0%Unchanged
jvl associates llc1$531.5K0.27%00.0%Unchanged
Objective Capital Management, LLC1$531.5K0.47%00.0%Unchanged
Schechter Investment Advisors, LLC1$531.5K0.05%00.0%Unchanged
Beaumont Financial Advisors, LLC1$531.5K0.05%00.0%Unchanged
Fidelis Capital Partners, LLC1$531.5K0.18%00.0%Unchanged
Arcadia Wealth Management, LLC1$531.5K0.41%00.0%Unchanged
LWMG, LLC1$531.5K0.15%00.0%Unchanged
Mosaic Family Wealth Partners, LLC1$531.5K0.11%00.0%Unchanged
Brady Family Wealth, LLC1$531.5K0.21%00.0%Unchanged
Noble Family Wealth, LLC1$531.5K0.18%00.0%Unchanged
Seven Mile Advisory1$531.5K0.56%00.0%Unchanged
Rappaport Reiches Capital Management, LLC1$531.5K0.22%00.0%Unchanged
Triune Financial Partners, LLC1$531.5K0.22%00.0%Unchanged
Clare Market Investments LLC1$531.5K0.21%00.0%Unchanged
HughesLittle Investment Management Ltd.1$531.5K0.16%00.0%Unchanged
Parisi Gray Wealth Management1$531.5K0.24%00.0%Unchanged
Balyasny Asset Management LLC1$531.5K0.00%+1New
Banque Pictet & Cie SA1$531.5K0.01%+1New
Adviser Investments LLC1$531.5K0.01%+1New
Dakota Wealth Management1$531.5K0.02%+1New
Curi Capital1$531.5K0.08%+1New
Newbridge Financial Services Group, Inc.1$531.5K0.27%+1New
Halpern Financial, Inc.1$531.5K0.18%+1New
Kampmann Melissa S.1$531.5K0.51%+1New
Allen Mooney & Barnes Investment Advisors LLC1$531.5K0.11%+1New
Three Seasons Wealth, LLC1$531.5K0.52%+1New
Analyst IMS Investment Management Services Ltd.1$541.0K0.03%00.0%Unchanged
Cubic Asset Management, LLC1$541.1K0.15%00.0%Unchanged
Lake Street Financial LLC1$541.1K0.10%00.0%Unchanged
Russell Investments Group, Ltd.1$541.1K0.00%00.0%Unchanged
Evergreen Wealth Management, LLC2$909.8K0.72%00.0%Unchanged
Phillips Wealth Planners LLC2$1.03M1.40%00.0%Unchanged
Credit Agricole S A2$1.04M0.03%00.0%Unchanged
Thomas Story & Son LLC2$1.04M0.51%00.0%Unchanged
Ronald Blue Trust, Inc.2$1.04M0.02%00.0%Unchanged
Stony Point Wealth Management Inc.2$1.05M0.54%00.0%Unchanged
Scott Capital Advisors, LLC2$1.05M0.42%00.0%Unchanged
360 Financial, Inc.2$1.06M0.66%00.0%Unchanged
Meitav Dash Investments Ltd2$1.06M0.02%−2−50.0%Reduced
Savant Capital, LLC2$1.06M0.02%−2−50.0%Reduced
Creative Capital Management Investments LLC2$1.06M0.73%−2−50.0%Reduced
Graypoint LLC2$1.06M0.10%−1−33.3%Reduced
Arvest Trust Co N A2$1.06M0.07%00.0%Unchanged
Grant/GrossMendelsohn, LLC2$1.06M0.46%00.0%Unchanged
Harbour Capital Advisors, LLC2$1.06M0.32%00.0%Unchanged
Dimensional Fund Advisors LP2$1.06M0.00%00.0%Unchanged
Pinnacle Associates Ltd2$1.06M0.02%00.0%Unchanged
Summit Financial Group Inc2$1.06M0.45%00.0%Unchanged
Clearstead Advisors, LLC2$1.06M0.07%00.0%Unchanged
Schwartz Investment Counsel Inc2$1.06M0.05%00.0%Unchanged
Cadinha & Co LLC2$1.06M0.24%00.0%Unchanged
Schwerin Boyle Capital Management Inc2$1.06M0.12%00.0%Unchanged
Girard Partners Ltd.2$1.06M0.12%00.0%Unchanged
Trust Co of Toledo NA2$1.06M0.21%00.0%Unchanged
Excalibur Management Corp2$1.06M0.55%00.0%Unchanged
Nomura Asset Management Co Ltd2$1.06M0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC2$1.06M0.02%00.0%Unchanged
Canandaigua National Bank & Trust Co2$1.06M0.17%00.0%Unchanged
Webster Bank, N. A.2$1.06M0.14%00.0%Unchanged
Kaye Capital Management2$1.06M0.49%00.0%Unchanged
Harvey Capital Management Inc2$1.06M0.37%00.0%Unchanged
Trust Co of Virginia2$1.06M0.12%00.0%Unchanged
Sheets Smith Wealth Management2$1.06M0.16%00.0%Unchanged
Punch & Associates Investment Management, Inc.2$1.06M0.07%00.0%Unchanged
First National Trust Co2$1.06M0.05%00.0%Unchanged
ProVise Management Group, LLC2$1.06M0.10%00.0%Unchanged
Permit Capital, LLC2$1.06M0.45%00.0%Unchanged