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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deutsche Bank AG | 18 | $9.77M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $9.77M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $9.77M | 0.01% | +5+38.5% | Added |
| Simon Quick Advisors, LLC | 18 | $9.77M | 0.86% | −19−51.4% | Reduced |
| Howland Capital Management LLC | 18 | $9.77M | 0.52% | 00.0% | Unchanged |
| Greenleaf Trust | 18 | $9.77M | 0.10% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $9.77M | 2.30% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18 | $9.77M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 19 | $10.3M | 0.70% | 00.0% | Unchanged |
| Citigroup Inc | 19 | $10.3M | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 19 | $10.3M | 0.12% | 00.0% | Unchanged |
| Vicus Capital | 19 | $10.3M | 1.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $10.3M | 5.46% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $10.3M | 1.89% | 00.0% | Unchanged |
| First Nebraska Trust Co | 19 | $10.3M | 1.19% | +1+5.6% | Added |
| Rathbone Brothers plc | 20 | $10.9M | 0.07% | 00.0% | Unchanged |
| Park National Corp | 20 | $10.9M | 0.44% | −1−4.8% | Reduced |
| Western Wealth Management, LLC | 20 | $10.9M | 0.78% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $10.9M | 2.73% | +20 | New |
| Zuckerman Investment Group, LLC | 21 | $11.4M | 1.47% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $11.4M | 2.67% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $11.4M | 2.99% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21 | $11.4M | 0.54% | +21 | New |
| Smithfield Trust Co | 21 | $11.4M | 0.64% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 22 | $11.9M | 0.29% | −6−21.4% | Reduced |
| JRM Investment Counsel, LLC | 22 | $11.9M | 4.36% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $11.9M | 0.19% | −2−8.3% | Reduced |
| Ashford Capital Management Inc | 22 | $11.9M | 1.60% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $11.9M | 2.40% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 22 | $11.9M | 3.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $11.9M | 0.57% | 00.0% | Unchanged |
| Rhumbline Advisers | 23 | $12.5M | 0.01% | +1+4.5% | Added |
| Lawson Kroeker Investment Management Inc | 23 | $12.5M | 2.56% | −2−8.0% | Reduced |
| Kestra Advisory Services, LLC | 23 | $12.5M | 0.10% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $12.5M | 3.59% | +23 | New |
| AQR Capital Management LLC | 24 | $13.0M | 0.02% | −1−4.0% | Reduced |
| Davenport & Co LLC | 24 | $13.0M | 0.09% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 24 | $13.0M | 4.55% | 00.0% | Unchanged |
| Cerity Partners LLC | 24 | $13.0M | 0.04% | +5+26.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 25 | $13.6M | 0.02% | −3−10.7% | Reduced |
| Private Management Group Inc | 25 | $13.6M | 0.52% | −1−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 25 | $13.6M | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 25 | $13.6M | 0.35% | +25 | New |
| Comerica Bank | 26 | $14.1M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 26 | $14.1M | 0.01% | +11+73.3% | Added |
| Fifth Third Bancorp | 26 | $14.1M | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 26 | $14.1M | 0.49% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26 | $14.1M | 0.20% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 27 | $14.7M | 0.52% | 00.0% | Unchanged |
| Choate Investment Advisors | 27 | $14.7M | 0.45% | 00.0% | Unchanged |
| Regions Financial Corp | 27 | $14.7M | 0.12% | +6+28.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 27 | $14.7M | 0.06% | −3−10.0% | Reduced |
| Silverleafe Capital Partners, LLC | 28 | $15.2M | 7.18% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 28 | $15.2M | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 29 | $15.7M | 0.47% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 30 | $16.3M | 0.30% | −1−3.2% | Reduced |
| 7G Capital Management, LLC | 30 | $16.3M | 8.36% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $16.3M | 3.11% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 30 | $16.3M | 1.97% | −1−3.2% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $16.3M | 7.12% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 31 | $16.8M | 0.01% | −1−3.1% | Reduced |
| Pittenger & Anderson Inc | 31 | $16.8M | 0.75% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31 | $16.8M | 0.12% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 31 | $16.8M | 8.01% | +2+6.9% | Added |
| Union Savings Bank | 32 | $17.4M | 9.85% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 32 | $17.4M | 0.61% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32 | $17.4M | 0.44% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 32 | $17.4M | 0.24% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 32 | $17.4M | 0.03% | +32 | New |
| AMG National Trust Bank | 33 | $17.9M | 0.56% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 33 | $17.9M | 0.47% | −2−5.7% | Reduced |
| Drive Wealth Management, LLC | 33 | $17.9M | 5.78% | +1+3.1% | Added |
| Saybrook Capital | 33 | $17.9M | 4.97% | 00.0% | Unchanged |
| General Partner, Inc. | 33 | $18.1M | 15.25% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 34 | $18.4M | 5.09% | −4−10.5% | Reduced |
| HM Payson & Co | 34 | $18.4M | 0.38% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 35 | $19.0M | 1.87% | −5−12.5% | Reduced |
| Barr E S & Co | 35 | $19.0M | 1.29% | −2−5.4% | Reduced |
| Bislett Management, LLC | 35 | $19.0M | 12.15% | 00.0% | Unchanged |
| Granite FO LLC | 35 | $19.0M | 12.71% | 00.0% | Unchanged |
| Hardy Reed LLC | 36 | $19.5M | 2.65% | +36 | New |
| M&T Bank Corp | 37 | $20.1M | 0.07% | +6+19.4% | Added |
| FineMark National Bank & Trust | 38 | $20.6M | 0.84% | 00.0% | Unchanged |
| Avalon Trust Co | 38 | $20.6M | 1.88% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 38 | $20.8M | 0.07% | −2−5.0% | Reduced |
| Bessemer Group Inc | 39 | $21.2M | 0.04% | −4−9.3% | Reduced |
| Check Capital Management Inc | 39 | $21.2M | 1.69% | −1−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 40 | $21.7M | 0.69% | −1−2.4% | Reduced |
| Haverford Trust Co | 40 | $21.7M | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40 | $21.7M | 0.36% | 00.0% | Unchanged |
| Mariner, LLC | 41 | $22.2M | 0.05% | −4−8.9% | Reduced |
| Allen Operations LLC | 41 | $22.2M | 4.42% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 42 | $22.8M | 1.15% | 00.0% | Unchanged |
| Utah Retirement Systems | 42 | $22.8M | 0.29% | 00.0% | Unchanged |
| Longbow Finance SA | 42 | $22.8M | 2.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 42 | $22.8M | 0.01% | +3+7.7% | Added |
| Global Frontier Investments LLC | 44 | $23.9M | 8.20% | 00.0% | Unchanged |
| Soditic Asset Management LLP | 44 | $23.9M | 17.34% | −3−6.4% | Reduced |
| Gamco Investors, Inc. Et Al | 44 | $23.9M | 0.25% | −2−4.3% | Reduced |
| Cannell Peter B & Co Inc | 44 | $23.9M | 0.76% | 00.0% | Unchanged |