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 | 1,054 | $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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 24 | $12.8M | 0.22% | −2−7.7% | Reduced |
| Matthew 25 Management Corp | 24 | $12.8M | 4.86% | −1−4.0% | Reduced |
| Davenport & Co LLC | 24 | $12.8M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23 | $12.2M | 0.12% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $11.7M | 1.72% | 00.0% | Unchanged |
| Rhumbline Advisers | 22 | $11.7M | 0.01% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $11.7M | 2.82% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $11.7M | 3.24% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $11.7M | 0.53% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $11.7M | 5.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22 | $11.7M | 0.02% | +11+100.0% | Added |
| Regions Financial Corp | 21 | $11.2M | 0.10% | −1−4.5% | Reduced |
| Park National Corp | 21 | $11.2M | 0.50% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 21 | $11.2M | 1.60% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $11.2M | 3.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $11.2M | 3.26% | +1+5.0% | Added |
| Smithfield Trust Co | 21 | $11.2M | 0.69% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 20 | $10.6M | 11.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20 | $10.6M | 0.90% | 00.0% | Unchanged |
| Rathbone Brothers plc | 20 | $10.6M | 0.08% | +12+150.0% | Added |
| Cerity Partners LLC | 19 | $10.1M | 0.05% | +3+18.8% | Added |
| Citigroup Inc | 19 | $10.1M | 0.01% | −6−24.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 19 | $10.1M | 0.14% | −5−20.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19 | $10.1M | 0.75% | −1−5.0% | Reduced |
| Pflug Koory, LLC | 1,900 | $10.1M | 5.84% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $10.1M | 2.18% | 00.0% | Unchanged |
| Vicus Capital | 19 | $10.1M | 1.06% | +4+26.7% | Added |
| Price T Rowe Associates Inc | 18 | $9.57M | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $9.57M | 2.68% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $9.57M | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $9.57M | 2.45% | 00.0% | Unchanged |
| First Nebraska Trust Co | 18 | $9.57M | 1.19% | 00.0% | Unchanged |
| Howland Capital Management LLC | 18 | $9.57M | 0.56% | +1+5.9% | Added |
| Greenleaf Trust | 18 | $9.57M | 0.11% | +3+20.0% | Added |
| Deutsche Bank AG | 18 | $9.57M | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 17 | $9.04M | 0.97% | −4−19.0% | Reduced |
| Commerce Bank | 17 | $9.04M | 0.07% | −2−10.5% | Reduced |
| King Luther Capital Management Corp | 17 | $9.04M | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 17 | $9.04M | 0.66% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 17 | $9.04M | 1.39% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $9.04M | 0.17% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $9.04M | 1.51% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 17 | $9.04M | 1.73% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16 | $8.50M | 0.12% | −2−11.1% | Reduced |
| CPA Asset Management LLC | 1,600 | $8.50M | 5.96% | +1,440+900.0% | Added |
| Principal Street Partners, LLC | 16 | $8.50M | 1.68% | +8+100.0% | Added |
| First National Advisers, LLC | 16 | $8.50M | 3.80% | +16 | New |
| Barclays PLC | 15 | $7.97M | 0.01% | −12−44.4% | Reduced |
| Carret Asset Management, LLC | 15 | $7.97M | 1.11% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $7.97M | 25.35% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $7.97M | 0.54% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $7.97M | 1.21% | 00.0% | Unchanged |
| Essex Savings Bank | 15 | $7.97M | 2.69% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $7.97M | 0.99% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 15 | $7.97M | 3.84% | +15 | New |
| Global Financial Private Client, LLC | 15 | $7.92M | 4.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $7.88M | 1.07% | 00.0% | Unchanged |
| Amundi | 15 | $7.84M | 0.00% | +2+15.4% | Added |
| Janus Henderson Group PLC | 14 | $7.44M | 0.00% | +1+7.7% | Added |
| CIBC World Markets Inc. | 14 | $7.44M | 0.03% | +1+7.7% | Added |
| Credit Suisse AG | 14 | $7.44M | 0.01% | −60−81.1% | Reduced |
| Yacktman Asset Management LP | 14 | $7.44M | 0.07% | −19−57.6% | Reduced |
| Puzo Michael J | 14 | $7.44M | 2.52% | −1−6.7% | Reduced |
| Private Advisor Group, LLC | 14 | $7.44M | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 14 | $7.44M | 0.21% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $7.44M | 2.38% | 00.0% | Unchanged |
| Aviva PLC | 14 | $7.44M | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $7.44M | 0.34% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $7.44M | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $7.44M | 0.94% | −9,197−99.8% | Reduced |
| Bartlett & Co. LLC | 14 | $7.44M | 0.13% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 14 | $7.41M | 0.30% | +7+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 13 | $6.91M | 0.01% | −4−23.5% | Reduced |
| Griffin Asset Management, Inc. | 13 | $6.91M | 0.98% | −2−13.3% | Reduced |
| Weik Capital Management | 13 | $6.91M | 3.40% | −1−7.1% | Reduced |
| Baker Ellis Asset Management LLC | 13 | $6.91M | 1.24% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,300 | $6.91M | 0.70% | +1,287+9,900.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 13 | $6.91M | 0.31% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13 | $6.91M | 0.22% | 00.0% | Unchanged |
| Spinnaker Trust | 13 | $6.91M | 0.52% | +2+18.2% | Added |
| Ingalls & Snyder LLC | 13 | $6.91M | 0.33% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $6.91M | 2.22% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $6.73M | 1.68% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12 | $6.38M | 0.57% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 12 | $6.38M | 0.46% | +1+9.1% | Added |
| Wintrust Investments LLC | 12 | $6.38M | 0.67% | +3+33.3% | Added |
| Fiduciary Trust Co | 12 | $6.38M | 0.12% | −1−7.7% | Reduced |
| Financial Counselors Inc | 12 | $6.38M | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $6.38M | 0.87% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $6.38M | 2.67% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $6.38M | 2.78% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $6.38M | 1.88% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $6.38M | 0.41% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12 | $6.38M | 0.43% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12 | $6.38M | 4.31% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $6.38M | 1.71% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 12 | $6.38M | 4.49% | 00.0% | Unchanged |
| Security National Bank | 11 | $5.95M | 1.67% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 11 | $5.85M | 0.11% | −2−15.4% | Reduced |
| Montag A & Associates Inc | 11 | $5.85M | 0.37% | 00.0% | Unchanged |