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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 24 | $13.0M | 0.09% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 24 | $13.0M | 4.55% | 00.0% | Unchanged |
| 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 |
| Rhumbline Advisers | 23 | $12.5M | 0.01% | +1+4.5% | Added |
| 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 |
| 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 |
| Smithfield Trust Co | 21 | $11.4M | 0.64% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rathbone Brothers plc | 20 | $10.9M | 0.07% | 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 |
| Obermeyer Wood Investment Counsel, LLLP | 19 | $10.3M | 0.70% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18 | $9.77M | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ar Asset Management Inc | 18 | $9.77M | 2.56% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 17 | $9.22M | 1.58% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 17 | $9.22M | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 17 | $9.22M | 0.64% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $9.22M | 0.15% | 00.0% | Unchanged |
| First National Advisers, LLC | 17 | $9.22M | 2.66% | +1+6.3% | Added |
| Commerce Bank | 17 | $9.22M | 0.07% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $9.22M | 1.60% | 00.0% | Unchanged |
| CPA Asset Management LLC | 16 | $8.68M | 5.28% | −1,584−99.0% | Reduced |
| Envestnet Asset Management Inc | 16 | $8.68M | 0.00% | +5+45.5% | Added |
| Amundi | 15 | $8.35M | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 15 | $8.14M | 0.90% | −2−11.8% | Reduced |
| Wallace Capital Management Inc. | 15 | $8.14M | 1.21% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $8.14M | 1.04% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $8.14M | 23.97% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $8.14M | 0.50% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $8.14M | 1.15% | 00.0% | Unchanged |
| Essex Savings Bank | 15 | $8.14M | 2.37% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $8.14M | 0.91% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $8.14M | 3.81% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $8.14M | 1.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15 | $8.14M | 0.06% | +1+7.1% | Added |
| CIBC World Markets Inc. | 15 | $8.14M | 0.02% | +1+7.1% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $7.63M | 0.12% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $7.63M | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 14 | $7.60M | 0.20% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14 | $7.60M | 2.99% | −1−6.7% | Reduced |
| Credit Suisse AG | 14 | $7.60M | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 311 | $7.60M | 2.20% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 14 | $7.60M | 0.07% | 00.0% | Unchanged |
| Aviva PLC | 14 | $7.60M | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $7.60M | 0.31% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $7.60M | 0.89% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14 | $7.60M | 0.19% | +1+7.7% | Added |
| Sterling Investment Management, Inc. | 14 | $7.60M | 5.57% | +7+100.0% | Added |
| K.J. Harrison & Partners Inc | 14 | $7.60M | 1.29% | +14 | New |
| M. Kulyk & Associates, LLC | 14 | $7.60M | 1.77% | +14 | New |
| Puzo Michael J | 13 | $7.05M | 2.24% | −1−7.1% | Reduced |
| Griffin Asset Management, Inc. | 13 | $7.05M | 0.89% | 00.0% | Unchanged |
| Spinnaker Trust | 13 | $7.05M | 0.48% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $7.05M | 3.26% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $7.05M | 1.13% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $7.05M | 1.53% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13 | $7.05M | 0.12% | +2+18.2% | Added |
| Ingalls & Snyder LLC | 13 | $7.05M | 0.32% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $7.05M | 2.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13 | $7.05M | 0.00% | −1−7.1% | Reduced |
| Spire Wealth Management | 12 | $6.68M | 0.23% | +10+500.0% | Added |
| Neville Rodie & Shaw Inc | 12 | $6.51M | 0.53% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 12 | $6.51M | 0.43% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 12 | $6.51M | 0.43% | +12 | New |
| Pangea Capital Gestao de Recursos Ltda. | 12 | $6.51M | 6.51% | −13−52.0% | Reduced |
| Keel Point, LLC | 12 | $6.51M | 0.78% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $6.51M | 2.61% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $6.51M | 2.70% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $6.51M | 1.72% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $6.51M | 0.36% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12 | $6.51M | 0.40% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $6.51M | 1.61% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 12 | $6.51M | 4.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 12 | $6.51M | 0.48% | +4+50.0% | Added |
| Apollon Wealth Management, LLC | 12 | $6.51M | 0.22% | +4+50.0% | Added |
| GWM Advisors LLC | 11 | $6.03M | 0.06% | +1+10.0% | Added |