Skip to main content

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
1,000
−62 vs. Q2 2023
Shares held
121.6K
−8.05K (−6.2%) vs. Q2 2023
Total value
$55.7B
+$1.27B (+2.3%) vs. Q2 2023
New holders
41
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: 1,000 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: 1,000 institutionsQ4 2023: 1,037 institutionsQ1 2024: 1,031 institutionsQ2 2024: 1,033 institutionsQ3 2024: 1,040 institutionsQ4 2024: 1,074 institutionsQ1 2025: 1,398 institutionsQ2 2025: 1,388 institutionsQ3 2025: 1,367 institutionsQ4 2025: 1,414 institutionsQ1 2026: 1,431 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 20261,431$55.9B
Q4 20251,414$71.8B
Q3 20251,367$66.2B
Q2 20251,388$77.1B
Q1 20251,398$88.0B
Q4 20241,074$71.1B
Q3 20241,040$71.8B
Q2 20241,033$63.3B
Q1 20241,031$64.8B
Q4 20231,037$58.2B
Q3 20231,000$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
Beaton Management Co. Inc.6$3.19M2.07%00.0%Unchanged
Am Investment Strategies LLC6$3.19M1.04%00.0%Unchanged
Aureus Asset Management, LLC7$3.72M0.30%−1−12.5%Reduced
Lincoln National Corp7$3.72M0.08%00.0%Unchanged
Old National Bancorp7$3.72M0.11%00.0%Unchanged
Oppenheimer & Co Inc7$3.72M0.08%00.0%Unchanged
Security National Bank of Sioux City Iowa7$3.72M2.90%00.0%Unchanged
DF Dent & Co Inc7$3.72M0.05%00.0%Unchanged
Intrust Bank NA7$3.72M0.47%00.0%Unchanged
Dimension Capital Management LLC7$3.72M0.87%00.0%Unchanged
Parthenon LLC7$3.72M0.56%00.0%Unchanged
Karpas Strategies, LLC7$3.72M1.37%00.0%Unchanged
Bragg Financial Advisors, Inc7$3.72M0.20%00.0%Unchanged
Brighton Jones LLC7$3.72M0.19%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.7$3.72M0.01%00.0%Unchanged
Sterling Investment Management, Inc.7$3.72M3.31%00.0%Unchanged
Mraz, Amerine & Associates, Inc.7$3.72M0.84%00.0%Unchanged
Iowa State Bank7$3.72M0.97%00.0%Unchanged
Ycg, LLC7$3.72M0.34%00.0%Unchanged
CAPROCK Group, Inc.7$3.72M0.28%00.0%Unchanged
Independent Advisor Alliance7$3.72M0.17%00.0%Unchanged
Principle Wealth Partners LLC7$3.72M0.37%00.0%Unchanged
Transcend Wealth Collective, LLC7$3.72M0.36%00.0%Unchanged
SOA Wealth Advisors, LLC.7$3.72M0.92%00.0%Unchanged
Assenagon Asset Management S.A.7$3.72M0.01%+6+600.0%Added
Compagnie Lombard Odier SCmA7$3.72M0.09%+7New
JTC Employer Solutions Trusteee Ltd7$3.72M0.35%00.0%Unchanged
Bradley Foster & Sargent Inc8$4.14M0.09%00.0%Unchanged
Beverly Hills Private Wealth, LLC8$4.25M1.26%00.0%Unchanged
Beck Mack & Oliver LLC8$4.25M0.11%00.0%Unchanged
Beese Fulmer Investment Management, Inc.8$4.25M0.48%00.0%Unchanged
Compass Capital Management, Inc8$4.25M0.33%00.0%Unchanged
Palisade Capital Management LLC8$4.25M0.12%00.0%Unchanged
Oxford Financial Group Ltd8$4.25M0.37%00.0%Unchanged
Essex Financial Services, Inc.8$4.25M0.49%00.0%Unchanged
Northstar Group, Inc.8$4.25M1.01%00.0%Unchanged
Nicholas Hoffman & Company, LLC.8$4.25M0.31%00.0%Unchanged
Steward Partners Investment Advisory, LLC8$4.25M0.07%00.0%Unchanged
Caldwell Trust Co8$4.25M0.58%00.0%Unchanged
Rocky Mountain Advisers, LLC8$4.25M2.07%00.0%Unchanged
Equitable Trust Co8$4.25M0.35%+1+14.3%Added
Stephens Inc8$4.25M0.08%+1+14.3%Added
MAI Capital Management8$4.25M0.06%+1+14.3%Added
Apollon Wealth Management, LLC8$4.25M0.21%+2+33.3%Added
Cidel Asset Management Inc8$4.25M0.21%00.0%Unchanged
Van Hulzen Asset Management, LLC8$4.25M0.33%−1−11.1%Reduced
Folger Nolan Fleming Douglas Capital Management, Inc8$4.25M0.50%00.0%Unchanged
South Dakota Investment Council8$4.25M0.10%00.0%Unchanged
Sanders Morris Harris LLC9$4.74M0.97%00.0%Unchanged
Scotia Capital Inc.8$4.78M0.03%00.0%Unchanged
Beddow Capital Management Inc9$4.78M2.33%00.0%Unchanged
Avantax Advisory Services, Inc.9$4.78M0.05%−2−18.2%Reduced
Glenview Trust Co9$4.78M0.13%−1−10.0%Reduced
Walter & Keenan Financial Consulting Co9$4.78M1.86%00.0%Unchanged
Clifford Swan Investment Counsel LLC9$4.78M0.20%00.0%Unchanged
Nations Financial Group Inc,9$4.78M0.48%00.0%Unchanged
Mogy Joel R Investment Counsel Inc9$4.78M0.40%00.0%Unchanged
Weil Company, Inc.9$4.78M2.38%00.0%Unchanged
Aspiriant, LLC9$4.78M0.24%00.0%Unchanged
Aviance Capital Partners, LLC9$4.78M1.08%00.0%Unchanged
Argent Trust Co9$4.78M0.26%00.0%Unchanged
Sage Mountain Advisors LLC9$4.78M0.66%00.0%Unchanged
InterOcean Capital Group, LLC9$4.78M0.15%00.0%Unchanged
Sittner & Nelson, LLC9$4.78M2.76%00.0%Unchanged
Keystone Wealth Services, LLC9$4.78M1.82%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd9$4.78M0.47%+1+12.5%Added
Birinyi Associates Inc9$4.79M1.91%00.0%Unchanged
Country Club Bank9$4.87M0.40%00.0%Unchanged
GWM Advisors LLC10$5.31M0.06%−3−23.1%Reduced
Manufacturers Life Insurance Company, The10$5.31M0.00%−1−9.1%Reduced
Bristol John W & Co Inc10$5.31M0.10%00.0%Unchanged
Klingenstein Fields & Co LP10$5.31M0.26%00.0%Unchanged
1832 Asset Management L.P.10$5.31M0.01%00.0%Unchanged
CIBC Asset Management Inc10$5.31M0.02%00.0%Unchanged
Enterprise Financial Services Corp10$5.31M3.67%00.0%Unchanged
Moneta Group Investment Advisors LLC10$5.31M0.12%00.0%Unchanged
London Co of Virginia10$5.31M0.03%00.0%Unchanged
Allen Investment Management LLC10$5.31M0.08%00.0%Unchanged
Barton Investment Management10$5.31M0.86%00.0%Unchanged
Carnegie Capital Asset Management, LLC10$5.31M0.20%00.0%Unchanged
Fort Point Capital Partners LLC10$5.31M0.86%00.0%Unchanged
Bellecapital International Ltd.10$5.31M1.33%00.0%Unchanged
Kovitz Investment Group Partners, LLC10$5.31M0.10%00.0%Unchanged
Oliver Luxxe Assets LLC10$5.31M1.36%00.0%Unchanged
Courant Investment Management LLC10$5.31M5.86%00.0%Unchanged
Bremer Bank National Association10$5.31M1.05%00.0%Unchanged
Citizens National Bank Trust Department10$5.31M1.46%00.0%Unchanged
Bizma Investimentos Ltda10$5.31M4.24%00.0%Unchanged
Insigneo Advisory Services, LLC10$5.31M1.08%+1+11.1%Added
Ropes Wealth Advisors LLC10$5.31M1.03%+2+25.0%Added
Lido Advisors, LLC10$5.31M0.06%+7+233.3%Added
Cassaday & Co Wealth Management LLC10$5.31M0.22%+9+900.0%Added
Lazard Freres Gestion S.A.S.10$5.34M0.17%00.0%Unchanged
Mercer Global Advisors Inc11$5.85M0.02%−6−35.3%Reduced
Evercore Wealth Management, LLC11$5.85M0.11%−2−15.4%Reduced
Montag A & Associates Inc11$5.85M0.37%00.0%Unchanged
Bahl & Gaynor Inc11$5.85M0.04%00.0%Unchanged
Schulhoff & Co Inc11$5.85M2.96%00.0%Unchanged
Venture Visionary Partners LLC11$5.85M0.35%00.0%Unchanged
Huntington National Bank11$5.85M0.06%+1+10.0%Added