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.
| 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 | 1,053 | $50.4B |
| Q3 2021 | 992 | $45.2B |
| Q2 2021 | 1,004 | $47.0B |
| Q1 2021 | 988 | $41.7B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 25 | $13.3M | 2.93% | 00.0% | Unchanged |
| AQR Capital Management LLC | 25 | $13.3M | 0.03% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 25 | $13.3M | 10.69% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 25 | $13.3M | 0.03% | +23+1,150.0% | Added |
| Fifth Third Bancorp | 26 | $13.8M | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 26 | $13.8M | 0.56% | 00.0% | Unchanged |
| Private Management Group Inc | 26 | $13.8M | 0.57% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26 | $13.8M | 0.22% | 00.0% | Unchanged |
| Comerica Bank | 26 | $13.8M | 0.07% | +26 | New |
| Choate Investment Advisors | 27 | $14.3M | 0.56% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 27 | $14.3M | 0.55% | +2+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 28 | $14.9M | 0.03% | −1−3.4% | Reduced |
| Silverleafe Capital Partners, LLC | 28 | $14.9M | 7.61% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 28 | $14.9M | 0.33% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 28 | $14.9M | 0.05% | +28 | New |
| BigSur Wealth Management LLC | 29 | $15.4M | 7.77% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 29 | $15.4M | 0.51% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30 | $15.9M | 0.07% | −2−6.3% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $15.9M | 7.86% | 00.0% | Unchanged |
| Washington Trust Bank | 30 | $15.9M | 1.67% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $15.9M | 8.83% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $15.9M | 3.40% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 31 | $16.5M | 0.32% | −40−56.3% | Reduced |
| M&T Bank Corp | 31 | $16.5M | 0.07% | −1−3.1% | Reduced |
| Pittenger & Anderson Inc | 31 | $16.5M | 0.83% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31 | $16.5M | 0.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 31 | $16.5M | 0.05% | +31 | New |
| Harvey Investment Co LLC | 31 | $16.5M | 2.16% | +7+29.2% | Added |
| Quantinno Capital Management LP | 32 | $17.0M | 0.77% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 32 | $17.0M | 0.26% | −4−11.1% | Reduced |
| Union Savings Bank | 32 | $17.0M | 10.60% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 32 | $17.0M | 0.01% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32 | $17.0M | 0.42% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 32 | $17.0M | 6.21% | 00.0% | Unchanged |
| General Partner, Inc. | 33 | $17.3M | 15.42% | 00.0% | Unchanged |
| AMG National Trust Bank | 33 | $17.5M | 0.61% | 00.0% | Unchanged |
| Saybrook Capital | 33 | $17.5M | 5.29% | −2−5.7% | Reduced |
| HM Payson & Co | 34 | $18.1M | 0.42% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 35 | $18.6M | 0.55% | −2−5.4% | Reduced |
| Bislett Management, LLC | 35 | $18.6M | 13.11% | 00.0% | Unchanged |
| Granite FO LLC | 35 | $18.6M | 13.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 37 | $19.7M | 1.85% | −1−2.6% | Reduced |
| Barr E S & Co | 37 | $19.7M | 1.42% | +4+12.1% | Added |
| Shelter Mutual Insurance Co | 38 | $20.2M | 5.63% | −4−9.5% | Reduced |
| FineMark National Bank & Trust | 38 | $20.2M | 0.88% | 00.0% | Unchanged |
| Avalon Trust Co | 38 | $20.2M | 2.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 39 | $20.7M | 0.01% | −3−7.1% | Reduced |
| Check Capital Management Inc | 40 | $21.3M | 1.79% | −6−13.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 40 | $21.3M | 1.63% | −1−2.4% | Reduced |
| Ieq Capital, LLC | 40 | $21.3M | 0.43% | +6+17.6% | Added |
| Haverford Trust Co | 40 | $21.3M | 0.26% | +40 | New |
| Janney Montgomery Scott LLC | 40 | $21.4M | 0.08% | +1+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 41 | $21.8M | 0.77% | 00.0% | Unchanged |
| Allen Operations LLC | 41 | $21.8M | 4.82% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 42 | $22.3M | 0.11% | −13−23.6% | Reduced |
| Hennessy Advisors Inc | 42 | $22.3M | 1.56% | −6−12.5% | Reduced |
| Utah Retirement Systems | 42 | $22.3M | 0.32% | 00.0% | Unchanged |
| Longbow Finance SA | 42 | $22.3M | 2.69% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $22.9M | 0.05% | −2−4.4% | Reduced |
| Cannell Peter B & Co Inc | 44 | $23.4M | 0.80% | 00.0% | Unchanged |
| Global Frontier Investments LLC | 44 | $23.4M | 10.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 45 | $23.9M | 0.05% | −16−26.2% | Reduced |
| Mariner, LLC | 45 | $23.9M | 0.06% | −2−4.3% | Reduced |
| Pitcairn Co | 45 | $23.9M | 2.00% | −1−2.2% | Reduced |
| NBC Securities, Inc. | 46 | $24.4M | 2.69% | +46 | New |
| Gamco Investors, Inc. Et Al | 46 | $24.4M | 0.28% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 47 | $25.0M | 0.46% | 00.0% | Unchanged |
| Soditic Asset Management LLP | 47 | $25.0M | 19.24% | 00.0% | Unchanged |
| Shayne & Co., LLC | 47 | $25.0M | 8.32% | +5+11.9% | Added |
| Captrust Financial Advisors | 49 | $26.0M | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 49 | $26.0M | 0.15% | −1−2.0% | Reduced |
| Elkhorn Partners Limited Partnership | 50 | $26.6M | 17.38% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 52 | $27.6M | 0.08% | −10−16.1% | Reduced |
| Hutner Capital Management Inc | 52 | $27.6M | 16.95% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 52 | $27.6M | 1.32% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 52 | $27.6M | 3.88% | 00.0% | Unchanged |
| Capital World Investors | 53 | $28.2M | 0.01% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 53 | $28.2M | 10.38% | 00.0% | Unchanged |
| Toronto Dominion Bank | 54 | $28.7M | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 55 | $29.2M | 7.67% | 00.0% | Unchanged |
| Crewe Advisors LLC | 56 | $29.8M | 5.15% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 55 | $30.8M | 0.08% | −2−3.5% | Reduced |
| Summit Street Capital Management, LLC | 58 | $30.8M | 13.75% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 58 | $30.8M | 15.80% | +49+544.4% | Added |
| Crestwood Advisors Group LLC | 59 | $31.4M | 0.82% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 60 | $31.9M | 0.22% | +40+200.0% | Added |
| Silicon Valley Community Foundation | 61 | $32.4M | 3.93% | 00.0% | Unchanged |
| Marshall Wace, LLP | 64 | $34.0M | 0.07% | +57+814.3% | Added |
| Farmers & Merchants Investments Inc | 66 | $35.1M | 1.38% | −23−25.8% | Reduced |
| Blair William & Co | 67 | $35.6M | 0.14% | +15+28.8% | Added |
| D.A. Davidson & Co. | 68 | $35.6M | 0.39% | −1−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 68 | $36.1M | 0.05% | −2−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 68 | $36.1M | 0.93% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $37.2M | 0.80% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 70 | $37.2M | 3.78% | 00.0% | Unchanged |
| LPL Financial LLC | 71 | $37.7M | 0.03% | −1−1.4% | Reduced |
| RSM US Wealth Management LLC | 71 | $37.7M | 1.34% | −1−1.4% | Reduced |
| Susquehanna International Group, LLP | 75 | $39.9M | 0.06% | +11+17.2% | Added |
| Trustees of Columbia University in the City of New York | 76 | $40.4M | 74.33% | 00.0% | Unchanged |
| RBF Capital, LLC | 77 | $40.9M | 2.70% | 00.0% | Unchanged |