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 |
|---|---|---|---|---|---|
| Greenlea Lane Capital Management, LLC | 71 | $38.5M | 11.93% | +71 | New |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $38.0M | 0.77% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 70 | $38.0M | 3.35% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 70 | $38.0M | 7.67% | +67+2,233.3% | Added |
| Pinnacle Financial Partners Inc | 70 | $38.0M | 0.90% | +2+2.9% | Added |
| Blair William & Co | 69 | $37.4M | 0.13% | +2+3.0% | Added |
| D.A. Davidson & Co. | 69 | $36.9M | 0.36% | +1+1.5% | Added |
| Tiaa Trust, National Association | 68 | $36.9M | 0.12% | −11−13.9% | Reduced |
| LPL Financial LLC | 62 | $33.6M | 0.02% | −9−12.7% | Reduced |
| Marex Group plc | 62 | $33.6M | 1.32% | +62 | New |
| Advisor Group Holdings, Inc. | 61 | $33.1M | 0.06% | −7−10.3% | Reduced |
| Silicon Valley Community Foundation | 61 | $33.1M | 3.42% | 00.0% | Unchanged |
| Victory Capital Management Inc | 60 | $32.6M | 0.03% | −73−54.9% | Reduced |
| Crestwood Advisors Group LLC | 59 | $32.0M | 0.75% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 58 | $31.5M | 1.15% | −8−12.1% | Reduced |
| Wall Street Access Asset Management, LLC | 58 | $31.5M | 14.78% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 58 | $31.5M | 13.32% | 00.0% | Unchanged |
| Crewe Advisors LLC | 56 | $30.4M | 4.81% | 00.0% | Unchanged |
| Captrust Financial Advisors | 56 | $30.4M | 0.10% | +7+14.3% | Added |
| Cresset Asset Management, LLC | 55 | $29.8M | 0.18% | −5−8.3% | Reduced |
| Lincoln Capital LLC | 55 | $29.8M | 7.27% | 00.0% | Unchanged |
| Toronto Dominion Bank | 54 | $29.3M | 0.04% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 53 | $28.8M | 11.14% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 52 | $28.2M | 16.63% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 52 | $28.2M | 1.20% | 00.0% | Unchanged |
| Security National Bank | 51 | $27.7M | 6.25% | +40+363.6% | Added |
| SWF LLC | 50 | $27.1M | 11.67% | +50 | New |
| Elkhorn Partners Limited Partnership | 50 | $27.1M | 18.78% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 49 | $26.6M | 0.05% | +4+8.9% | Added |
| Peapack Gladstone Financial Corp | 47 | $25.5M | 0.43% | 00.0% | Unchanged |
| Blacksheep Fund Management Ltd | 47 | $25.5M | 10.09% | −34−42.0% | Reduced |
| Southeast Asset Advisors Inc. | 47 | $25.5M | 3.38% | −5−9.6% | Reduced |
| Shayne & Co., LLC | 47 | $25.5M | 7.92% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 47 | $25.5M | 0.13% | −2−4.1% | Reduced |
| NBC Securities, Inc. | 46 | $25.0M | 2.52% | 00.0% | Unchanged |
| Pitcairn Co | 45 | $24.4M | 1.80% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 45 | $24.4M | 0.06% | +14+45.2% | Added |
| Cannell Peter B & Co Inc | 44 | $23.9M | 0.76% | 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 |
| Global Frontier Investments LLC | 44 | $23.9M | 8.20% | 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 |
| Mariner, LLC | 41 | $22.2M | 0.05% | −4−8.9% | Reduced |
| Allen Operations LLC | 41 | $22.2M | 4.42% | 00.0% | Unchanged |
| Haverford Trust Co | 40 | $21.7M | 0.24% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40 | $21.7M | 0.36% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $21.7M | 0.69% | −1−2.4% | Reduced |
| Check Capital Management Inc | 39 | $21.2M | 1.69% | −1−2.5% | Reduced |
| Bessemer Group Inc | 39 | $21.2M | 0.04% | −4−9.3% | Reduced |
| Janney Montgomery Scott LLC | 38 | $20.8M | 0.07% | −2−5.0% | Reduced |
| Avalon Trust Co | 38 | $20.6M | 1.88% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 38 | $20.6M | 0.84% | 00.0% | Unchanged |
| M&T Bank Corp | 37 | $20.1M | 0.07% | +6+19.4% | Added |
| Hardy Reed LLC | 36 | $19.5M | 2.65% | +36 | New |
| 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 |
| Gluskin Sheff & Assoc Inc | 35 | $19.0M | 1.87% | −5−12.5% | Reduced |
| HM Payson & Co | 34 | $18.4M | 0.38% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 34 | $18.4M | 5.09% | −4−10.5% | Reduced |
| General Partner, Inc. | 33 | $18.1M | 15.25% | 00.0% | Unchanged |
| Saybrook Capital | 33 | $17.9M | 4.97% | 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 |
| AMG National Trust Bank | 33 | $17.9M | 0.56% | 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 |
| Union Savings Bank | 32 | $17.4M | 9.85% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 32 | $17.4M | 0.61% | 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 |
| Harvey Investment Co LLC | 30 | $16.3M | 1.97% | −1−3.2% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $16.3M | 7.12% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $16.3M | 8.36% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $16.3M | 3.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 30 | $16.3M | 0.30% | −1−3.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 29 | $15.7M | 0.47% | 00.0% | Unchanged |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 27 | $14.7M | 0.06% | −3−10.0% | Reduced |
| Choate Investment Advisors | 27 | $14.7M | 0.45% | 00.0% | Unchanged |
| Regions Financial Corp | 27 | $14.7M | 0.12% | +6+28.6% | Added |
| Stock Yards Bank & Trust Co | 27 | $14.7M | 0.52% | 00.0% | Unchanged |
| 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 |
| Comerica Bank | 26 | $14.1M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 26 | $14.1M | 0.01% | +11+73.3% | 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 |
| Cerity Partners LLC | 24 | $13.0M | 0.04% | +5+26.3% | Added |
| AQR Capital Management LLC | 24 | $13.0M | 0.02% | −1−4.0% | Reduced |