Berkshire Hathaway Inc

BRK.A

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0001067983

SEC filings (opens in a new tab)

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

Value heldQ4 2023: $58.2B

Institutions holding BRK.A and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Stratos Wealth Advisors, LLC	2	$1.09M	0.06%	+2	New
Options Solutions, LLC	2	$1.09M	1.16%	+2	New
Landmark Wealth Management, Inc.	2	$1.09M	11.20%	+2	New
Premier Path Wealth Partners, LLC	2	$1.09M	0.24%	+2	New
Stephenson & Company, Inc.	2	$1.09M	0.91%	+2	New
Harbour Trust & Investment Management Co	2	$1.09M	0.15%	+2	New
Wiser Advisor Group LLC	2	$1.09M	1.80%	+2	New
Clearstead Advisors, LLC	2	$1.09M	0.06%	00.0%	Unchanged
Manchester Capital Management LLC	2	$1.09M	0.15%	00.0%	Unchanged
Aldebaran Capital, LLC	2	$1.09M	1.11%	00.0%	Unchanged
Savant Capital, LLC	2	$1.09M	0.01%	00.0%	Unchanged
J. W. Coons Advisors, LLC	200	$1.09M	0.29%	00.0%	Unchanged
Atlantic Trust, LLC	2	$1.09M	0.30%	00.0%	Unchanged
Financial Alternatives, Inc	2	$1.09M	0.92%	00.0%	Unchanged
DekaBank Deutsche Girozentrale	2	$1.09M	0.00%	00.0%	Unchanged
Phillips Wealth Planners LLC	2	$1.10M	1.32%	00.0%	Unchanged
Parker Investment Management, LLC	2	$1.10M	0.22%	00.0%	Unchanged
Harbour Capital Advisors, LLC	2	$1.11M	0.30%	00.0%	Unchanged
Kaye Capital Management	2	$1.13M	0.50%	00.0%	Unchanged
Long Road Investment Counsel, LLC	2	$1.16M	0.48%	00.0%	Unchanged
Grant/GrossMendelsohn, LLC	2	$1.16M	0.48%	00.0%	Unchanged
Eschler Asset Management LLP	2	$1.18M	0.93%	+2	New
Merit Financial Group, LLC	3	$1.36M	0.04%	00.0%	Unchanged
Vista Capital Partners, Inc.	4,254	$1.52M	0.20%	+231+5.7%	Added
Acadian Asset Management LLC	3	$1.63M	0.01%	00.0%	Unchanged
Beverly Hills Private Wealth, LLC	3	$1.63M	0.43%	−5−62.5%	Reduced
Prudential Financial Inc	3	$1.63M	0.00%	−2−40.0%	Reduced
Robertson Stephens Wealth Management, LLC	3	$1.63M	0.10%	−2−40.0%	Reduced
Associated Banc-Corp	3	$1.63M	0.06%	−1−25.0%	Reduced
Stratos Wealth Partners, LTD.	3	$1.63M	0.03%	−1−25.0%	Reduced
Gladstone Institutional Advisory LLC	3	$1.63M	0.09%	−1−25.0%	Reduced
Baader Bank INC	3	$1.63M	0.14%	−1−25.0%	Reduced
Synovus Financial Corp	3	$1.63M	0.02%	00.0%	Unchanged
First National Bank of Omaha	3	$1.63M	0.10%	00.0%	Unchanged
Johnson Investment Counsel Inc	3	$1.63M	0.02%	00.0%	Unchanged
Edgewood Management LLC	3	$1.63M	0.00%	00.0%	Unchanged
Middleton & Co Inc	3	$1.63M	0.20%	00.0%	Unchanged
Berkshire Asset Management LLC	3	$1.63M	0.09%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	3	$1.63M	0.00%	00.0%	Unchanged
Edgemoor Investment Advisors, Inc.	3	$1.63M	0.17%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	3	$1.63M	0.17%	00.0%	Unchanged
Boston Trust Walden Corp	3	$1.63M	0.01%	00.0%	Unchanged
Capital Investment Advisors, LLC	3	$1.63M	0.04%	00.0%	Unchanged
Moreno Evelyn V	3	$1.63M	0.77%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3	$1.63M	0.10%	00.0%	Unchanged
Fort Sheridan Advisors LLC	3	$1.63M	0.32%	00.0%	Unchanged
Edmonds Duncan Registered Investment Advisors, LLC	3	$1.63M	0.42%	00.0%	Unchanged
Paragon Wealth Strategies, LLC	3	$1.63M	0.45%	00.0%	Unchanged
Bridgeworth, LLC	3	$1.63M	0.16%	00.0%	Unchanged
EverSource Wealth Advisors, LLC	3	$1.63M	0.15%	00.0%	Unchanged
Chicago Capital, LLC	3	$1.63M	0.06%	00.0%	Unchanged
Hurlow Wealth Management Group, Inc.	3	$1.63M	0.62%	00.0%	Unchanged
Independent Family Office, LLC	3	$1.63M	0.92%	00.0%	Unchanged
Maltin Wealth Management, Inc.	3	$1.63M	1.04%	00.0%	Unchanged
Zhang Financial LLC	3	$1.63M	0.14%	00.0%	Unchanged
Americana Partners, LLC	3	$1.63M	0.16%	00.0%	Unchanged
Wealth Advisors of Iowa, LLC	3	$1.63M	1.09%	00.0%	Unchanged
Childress Capital Advisors, LLC	3	$1.63M	0.49%	00.0%	Unchanged
Bank of New Hampshire	3	$1.63M	0.46%	00.0%	Unchanged
Reuter James Wealth Management, LLC	3	$1.63M	1.11%	00.0%	Unchanged
Melone Private Wealth, LLC	3	$1.63M	1.04%	00.0%	Unchanged
Cyndeo Wealth Partners, LLC	3	$1.63M	0.15%	00.0%	Unchanged
Daymark Wealth Partners, LLC	3	$1.63M	0.10%	00.0%	Unchanged
Armstrong, Fleming & Moore, Inc	3	$1.63M	1.23%	00.0%	Unchanged
Farther Finance Advisors, LLC	3	$1.63M	0.12%	00.0%	Unchanged
Knollwood Investment Advisory, LLC	3	$1.63M	0.34%	00.0%	Unchanged
Exchange Bank	3	$1.63M	1.41%	00.0%	Unchanged
Dimensional Fund Advisors LP	3	$1.63M	0.00%	+1+50.0%	Added
Webster Bank, N. A.	3	$1.63M	0.20%	+1+50.0%	Added
J.W. Cole Advisors, Inc.	3	$1.63M	0.10%	+1+50.0%	Added
Eagle Bay Advisors LLC	3	$1.63M	1.03%	+3	New
Williams & Novak, LLC	3	$1.63M	1.85%	+3	New
Lewis Asset Management, LLC	3	$1.63M	1.50%	+3	New
Cresta Advisors, Ltd.	3	$1.63M	1.09%	−2−40.0%	Reduced
Boston Financial Mangement LLC	3	$1.63M	0.06%	00.0%	Unchanged
Chelsea Counsel Co	3	$1.63M	0.86%	00.0%	Unchanged
Financial Advisory Service, Inc.	3	$1.63M	0.15%	00.0%	Unchanged
MV Capital Management, Inc.	3	$1.63M	0.21%	00.0%	Unchanged
Gryphon Financial Partners LLC	3	$1.63M	0.29%	00.0%	Unchanged
Abound Wealth Management	3	$1.63M	0.65%	+3	New
SG Americas Securities, LLC	3	$1.63M	0.02%	−1−25.0%	Reduced
Boston Family Office LLC	3	$1.63M	0.12%	00.0%	Unchanged
Beach Investment Counsel Inc	3	$1.63M	0.20%	00.0%	Unchanged
Boston Common Asset Management, LLC	3	$1.63M	0.04%	00.0%	Unchanged
Asset Allocation & Management Company, LLC	3	$1.63M	1.09%	00.0%	Unchanged
First PREMIER Bank	3	$1.63M	0.46%	00.0%	Unchanged
HFR Wealth Management, LLC	3	$1.63M	0.44%	−297−99.0%	Reduced
Erste Asset Management GmbH	3	$1.64M	0.02%	00.0%	Unchanged
Hoese & Co LLP	3	$1.64M	1.60%	00.0%	Unchanged
RK Asset Management, LLC	4	$2.17M	1.80%	00.0%	Unchanged
Bank of Nova Scotia	3	$2.17M	0.00%	−1−25.0%	Reduced
Epoch Investment Partners, Inc.	4	$2.17M	0.01%	−144−97.3%	Reduced
United Capital Financial Advisers, LLC	4	$2.17M	0.02%	−2−33.3%	Reduced
Advus Financial Partners, LLC	4	$2.17M	1.06%	−2−33.3%	Reduced
North Star Investment Management Corp.	4	$2.17M	0.17%	−1−20.0%	Reduced
Chicago Trust Co NA	4	$2.17M	0.48%	−1−20.0%	Reduced
Dodge & Cox	4	$2.17M	0.00%	00.0%	Unchanged
Crawford Investment Counsel Inc	4	$2.17M	0.04%	00.0%	Unchanged
Aristotle Capital Management, LLC	4	$2.17M	0.00%	00.0%	Unchanged
M&R Capital Management Inc	4	$2.17M	0.54%	00.0%	Unchanged