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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2 | $1.06M | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2 | $1.06M | 0.32% | 00.0% | Unchanged |
| First International Bank & Trust | 2 | $1.06M | 0.38% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2 | $1.06M | 0.77% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 2 | $1.06M | 0.79% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2 | $1.06M | 0.34% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $1.06M | 0.17% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2 | $1.06M | 0.56% | 00.0% | Unchanged |
| Citizens Business Bank | 2 | $1.06M | 0.25% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2 | $1.06M | 0.52% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 2 | $1.06M | 0.44% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2 | $1.06M | 0.98% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2 | $1.06M | 0.61% | 00.0% | Unchanged |
| Flagstone Financial Management | 2 | $1.06M | 0.49% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2 | $1.06M | 0.30% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2 | $1.06M | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2 | $1.06M | 0.08% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $1.06M | 0.40% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.06M | 0.66% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2 | $1.06M | 0.28% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 2 | $1.06M | 0.01% | +1+100.0% | Added |
| J.W. Cole Advisors, Inc. | 2 | $1.06M | 0.08% | +1+100.0% | Added |
| Treynor Bancshares, Inc. | 2 | $1.06M | 0.67% | +1+100.0% | Added |
| Wealth Management Resources, Inc. | 200 | $1.06M | 0.60% | +200 | New |
| Manchester Capital Management LLC | 2 | $1.06M | 0.16% | +2 | New |
| J. W. Coons Advisors, LLC | 200 | $1.06M | 0.31% | +200 | New |
| New Capital Management LP | 2 | $1.06M | 0.37% | +2 | New |
| MainStreet Investment Advisors LLC | 2 | $1.06M | 0.12% | +2 | New |
| Beacon Financial Advisory LLC | 2 | $1.06M | 0.59% | +2 | New |
| 360 Financial, Inc. | 2 | $1.06M | 0.66% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 2 | $1.05M | 0.42% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2 | $1.05M | 0.54% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2 | $1.04M | 0.51% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $1.04M | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2 | $1.04M | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2 | $1.03M | 1.40% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 2 | $909.8K | 0.72% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 1 | $541.1K | 0.15% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1 | $541.1K | 0.10% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $541.1K | 0.00% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1 | $541.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1 | $531.5K | 0.01% | −14−93.3% | Reduced |
| Orion Portfolio Solutions, LLC | 1 | $531.5K | 0.01% | −14−93.3% | Reduced |
| Pacific Global Investment Management CO | 1 | $531.5K | 0.12% | −10−90.9% | Reduced |
| Nottingham Advisors, Inc. | 1 | $531.5K | 0.08% | −7−87.5% | Reduced |
| Beacon Pointe Advisors, LLC | 1 | $531.5K | 0.01% | −3−75.0% | Reduced |
| V Wealth Advisors LLC | 1 | $531.5K | 0.43% | −3−75.0% | Reduced |
| Courier Capital LLC | 1 | $531.5K | 0.04% | −2−66.7% | Reduced |
| Flputnam Investment Management Co | 1 | $531.5K | 0.01% | −1−50.0% | Reduced |
| Busey Wealth Management | 1 | $531.5K | 0.02% | −1−50.0% | Reduced |
| Sawtooth Solutions, LLC | 1 | $531.5K | 0.02% | −1−50.0% | Reduced |
| Plimoth Trust Co LLC | 1 | $531.5K | 0.17% | −1−50.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1 | $531.5K | 0.05% | −1−50.0% | Reduced |
| Integrated Wealth Concepts LLC | 1 | $531.5K | 0.01% | −1−50.0% | Reduced |
| Bleakley Financial Group, LLC | 1 | $531.5K | 0.02% | −1−50.0% | Reduced |
| Archford Capital Strategies, LLC | 1 | $531.5K | 0.11% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1 | $531.5K | 0.02% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1 | $531.5K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1 | $531.5K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1 | $531.5K | 0.01% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1 | $531.5K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1 | $531.5K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1 | $531.5K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $531.5K | 0.29% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1 | $531.5K | 0.07% | 00.0% | Unchanged |
| Terry L. Blaker | 1 | $531.5K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 1 | $531.5K | 0.09% | 00.0% | Unchanged |
| Builder Investment Group Inc | 1 | $531.5K | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 1 | $531.5K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 1 | $531.5K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1 | $531.5K | 0.18% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $531.5K | 0.03% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1 | $531.5K | 0.37% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $531.5K | 0.05% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $531.5K | 0.05% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1 | $531.5K | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1 | $531.5K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| Edgar Lomax Co | 1 | $531.5K | 0.04% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 1 | $531.5K | 0.01% | 00.0% | Unchanged |
| Bamco Inc | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1 | $531.5K | 0.09% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $531.5K | 0.05% | 00.0% | Unchanged |
| Amarillo National Bank | 1 | $531.5K | 0.11% | 00.0% | Unchanged |
| Fairholme Capital Management LLC | 1 | $531.5K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1 | $531.5K | 0.05% | 00.0% | Unchanged |
| Alta Capital Management LLC | 1 | $531.5K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1 | $531.5K | 0.43% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $531.5K | 0.02% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1 | $531.5K | 0.39% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1 | $531.5K | 0.34% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $531.5K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 1 | $531.5K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1 | $531.5K | 0.00% | 00.0% | Unchanged |
| Steadfast Capital Management LP | 1 | $531.5K | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1 | $531.5K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1 | $531.5K | 0.05% | 00.0% | Unchanged |