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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, Q4 2023

Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
1,037
+55 vs. Q3 2023
Shares held
117.5K
−3.21K (−2.7%) vs. Q3 2023
Total value
$58.2B
+$2.93B (+5.3%) vs. Q3 2023
New holders
84
76 more added
Sold out
29
138 more reduced

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,037 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 heldQ4 2023: $58.2B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2023.

Institutions holding BRK.A in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Three Seasons Wealth, LLC1$542.6K0.48%00.0%Unchanged
Clare Market Investments LLC1$542.6K0.19%00.0%Unchanged
HughesLittle Investment Management Ltd.1$542.6K0.14%00.0%Unchanged
Davis R M Inc1$542.6K0.01%00.0%Unchanged
Alpine Woods Capital Investors, LLC1$542.6K0.08%00.0%Unchanged
Financial Partners Group, Inc1$542.6K0.10%00.0%Unchanged
Headinvest, LLC1$542.6K0.11%00.0%Unchanged
Milestone Asset Management, LLC1$542.6K0.18%00.0%Unchanged
Bokf, NA1$542.6K0.01%00.0%Unchanged
Financial Insights, Inc.1$542.6K0.17%00.0%Unchanged
Kercheville Advisors, LLC1$542.6K0.30%00.0%Unchanged
Pallas Capital Advisors LLC1$542.6K0.03%00.0%Unchanged
Lowe Brockenbrough & Co Inc1$542.6K0.04%+1New
Fisher Asset Management, LLC1$542.6K0.00%+1New
Hanover Advisors Inc1$542.6K0.26%+1New
Focus Financial Network Inc1$542.6K0.02%+1New
Shapiro Capital Management LLC100$542.6K0.01%+100New
Twin Focus Capital Partners, LLC1$542.6K0.11%+1New
Arbor Investment Advisors, LLC1$542.6K0.08%+1New
Schonfeld Strategic Advisors LLC1$542.6K0.00%+1New
Concentric Wealth Management, LLC1$542.6K0.16%+1New
Texas Capital Bank Wealth Management Services Inc1$542.6K0.06%+1New
Advisor Resource Council1$542.6K0.06%+1New
Legal Advantage Investments, Inc.1$542.6K0.33%+1New
Lantern Wealth Advisors, LLC1$542.6K0.43%+1New
Icon Wealth Advisors, LLC1$542.6K0.06%+1New
MN Wealth Advisors, LLC1$542.6K0.37%+1New
Centennial Bank1$542.6K0.32%+1New
Visionary Horizons, LLC1$542.6K0.44%+1New
Advantage Trust Co1$542.6K0.43%+1New
Novak & Powell Financial Services, Inc.1$542.6K0.36%+1New
FF Advisors,LLC1$542.6K0.45%+1New
Vista Investment Partners LLC1$542.6K0.20%+1New
Motiv8 Investments LLC1$542.6K0.48%+1New
Regatta Capital Group, LLC1$542.6K0.14%−1−50.0%Reduced
Monarch Capital Management Inc1$542.6K0.16%00.0%Unchanged
Wetherby Asset Management Inc1$542.6K0.03%00.0%Unchanged
BOK Financial Private Wealth, Inc.1$542.6K0.04%00.0%Unchanged
Johnson Financial Group, Inc.1$542.6K0.03%00.0%Unchanged
Dakota Wealth Management1$542.6K0.02%00.0%Unchanged
Klingman & Associates, LLC1$542.6K0.04%00.0%Unchanged
AAFCPAs Wealth Management, LLC1$542.6K0.32%00.0%Unchanged
Pegasus Asset Management, Inc.100$542.6K0.23%00.0%Unchanged
Congress Park Capital LLC1$542.6K0.27%00.0%Unchanged
Annapolis Financial Services, LLC1$542.6K0.14%00.0%Unchanged
Curi Capital1$542.6K0.07%00.0%Unchanged
5th Street Advisors, LLC1$542.6K0.34%00.0%Unchanged
LWMG, LLC1$542.6K0.13%00.0%Unchanged
Noble Family Wealth, LLC1$542.6K0.16%00.0%Unchanged
Terra Nova Asset Management LLC1$542.6K0.48%00.0%Unchanged
Weaver Capital Management LLC100$542.6K0.22%+100New
Cranbrook Wealth Management, LLC1$542.6K0.14%+1New
Criterion Capital Advisors, LLC1$542.6K0.39%+1New
Meeder Advisory Services, Inc.1$542.8K0.06%00.0%Unchanged
Analyst IMS Investment Management Services Ltd.1$543.0K0.03%00.0%Unchanged
Stonebridge Capital Management Inc1$543.0K0.26%00.0%Unchanged
Wendell David Associates Inc1$543.0K0.06%00.0%Unchanged
Professional Advisory Services Inc100$543.0K0.08%00.0%Unchanged
LVM Capital Management Ltd1$543.0K0.07%00.0%Unchanged
Appleton Partners Inc1$543.0K0.04%00.0%Unchanged
Shikiar Asset Management Inc1$543.0K0.17%00.0%Unchanged
Hendley & Co Inc1$543.0K0.21%00.0%Unchanged
Waters Parkerson & Co., LLC1$543.0K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC1$543.0K0.08%00.0%Unchanged
Sierra Capital LLC1$543.0K0.08%00.0%Unchanged
Single Point Partners, LLC1$543.0K0.14%00.0%Unchanged
Trust Co of Kansas1$543.0K0.30%00.0%Unchanged
X-Square Capital, LLC100$543.0K0.30%00.0%Unchanged
First Dallas Securities Inc.1$543.0K0.28%+1New
Change Path, LLC1$543.0K0.03%+1New
Russell Investments Group, Ltd.1$545.0K0.00%00.0%Unchanged
LGT Group Foundation1$545.0K0.01%00.0%Unchanged
Autumn Glory Partners, LLC1$547.5K0.31%00.0%Unchanged
McLean Asset Management Corp1$554.3K0.21%00.0%Unchanged
Brinker Capital Investments, LLC1$558.8K0.01%00.0%Unchanged
Orion Portfolio Solutions, LLC1$558.8K0.01%00.0%Unchanged
Kapstone Financial Advisors LLC1$576.2K0.45%+1New
Facet Wealth, Inc.1$592.4K0.02%00.0%Unchanged
Garner Asset Management Corp100$595.5K0.30%00.0%Unchanged
Evergreen Wealth Management, LLC2$915.9K0.67%00.0%Unchanged
Ronald Blue Trust, Inc.2$1.06M0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd2$1.08M0.17%00.0%Unchanged
Lee Danner & Bass Inc2$1.08M0.09%00.0%Unchanged
Bollard Group LLC2$1.08M0.04%00.0%Unchanged
Boothe Investment Group, Inc.2$1.08M0.49%00.0%Unchanged
Thomas Story & Son LLC2$1.08M0.51%00.0%Unchanged
Fernwood Investment Management, LLC2$1.09M0.36%−1−33.3%Reduced
Kelman-Lazarov, Inc.2$1.09M0.23%−1−33.3%Reduced
StrongBox Wealth, LLC2$1.09M0.63%−1−33.3%Reduced
Cornerstone Wealth Advisors, Inc.2$1.09M0.35%−1−33.3%Reduced
International Assets Investment Management, LLC2$1.09M0.14%00.0%Unchanged
Carr Financial Group Corp2$1.09M0.40%00.0%Unchanged
Portland Global Advisors LLC2$1.09M0.16%00.0%Unchanged
Brooks, Moore & Associates, Inc.2$1.09M0.75%00.0%Unchanged
Pinnacle Associates Ltd2$1.09M0.02%00.0%Unchanged
Summit Financial Group Inc2$1.09M0.42%00.0%Unchanged
Schwartz Investment Counsel Inc2$1.09M0.04%00.0%Unchanged
Cadinha & Co LLC2$1.09M0.17%00.0%Unchanged
Schwerin Boyle Capital Management Inc2$1.09M0.12%00.0%Unchanged
Girard Partners Ltd.2$1.09M0.11%00.0%Unchanged