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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 11 | $5.97M | 0.33% | 00.0% | Unchanged |
| Wafra Inc. | 11 | $5.97M | 0.35% | −87−88.8% | Reduced |
| Huntington National Bank | 11 | $5.97M | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $5.97M | 0.04% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $5.97M | 2.84% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11 | $5.97M | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11 | $5.97M | 0.10% | +1+10.0% | Added |
| Adviser Investments LLC | 11 | $5.97M | 0.09% | +10+1,000.0% | Added |
| LM Advisors LLC | 11 | $5.97M | 1.20% | +11 | New |
| Lazard Freres Gestion S.A.S. | 10 | $5.43M | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $5.43M | 0.19% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10 | $5.43M | 0.76% | 00.0% | Unchanged |
| Washington Trust Bank | 10 | $5.43M | 0.48% | −20−66.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10 | $5.43M | 0.22% | −3−23.1% | Reduced |
| Fiduciary Trust Co | 10 | $5.43M | 0.09% | −2−16.7% | Reduced |
| Financial Counselors Inc | 10 | $5.43M | 0.10% | −2−16.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 10 | $5.43M | 4.74% | −2−16.7% | Reduced |
| Bristol John W & Co Inc | 10 | $5.43M | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10 | $5.43M | 0.24% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10 | $5.43M | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $5.43M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10 | $5.43M | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $5.43M | 3.31% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10 | $5.43M | 0.11% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $5.43M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $5.43M | 0.07% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $5.43M | 0.71% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $5.43M | 0.19% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $5.43M | 0.83% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $5.43M | 1.23% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10 | $5.43M | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $5.43M | 1.28% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $5.43M | 5.27% | 00.0% | Unchanged |
| Bremer Bank National Association | 10 | $5.43M | 1.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $5.43M | 1.38% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $5.43M | 3.46% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 10 | $5.43M | 0.15% | +1+11.1% | Added |
| Cidel Asset Management Inc | 10 | $5.43M | 0.23% | +2+25.0% | Added |
| Steward Partners Investment Advisory, LLC | 10 | $5.43M | 0.07% | +2+25.0% | Added |
| Whitford Management LLC | 10 | $5.43M | 2.13% | +5+100.0% | Added |
| Wintrust Investments LLC | 10 | $5.43M | 0.53% | −2−16.7% | Reduced |
| Mercer Global Advisors Inc | 10 | $5.43M | 0.02% | −1−9.1% | Reduced |
| Sanders Morris Harris LLC | 9 | $5.01M | 2.46% | 00.0% | Unchanged |
| Country Club Bank | 9 | $4.90M | 0.37% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 9 | $4.90M | 0.44% | +2+28.6% | Added |
| Birinyi Associates Inc | 9 | $4.88M | 1.74% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $4.88M | 2.27% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9 | $4.88M | 0.26% | −2−18.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 9 | $4.88M | 1.75% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $4.88M | 0.19% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $4.88M | 0.45% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $4.88M | 0.37% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9 | $4.88M | 0.05% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $4.88M | 2.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 9 | $4.88M | 0.22% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $4.88M | 1.05% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $4.88M | 0.24% | 00.0% | Unchanged |
| Glenview Trust Co | 9 | $4.88M | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 9 | $4.88M | 0.57% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 9 | $4.88M | 1.67% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 9 | $4.88M | 0.09% | +2+28.6% | Added |
| Resource Consulting Group Inc | 9 | $4.88M | 0.84% | +3+50.0% | Added |
| Louisbourg Investments Inc. | 9 | $4.88M | 1.47% | +9 | New |
| Scotia Capital Inc. | 8 | $4.34M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8 | $4.34M | 0.01% | −14−63.6% | Reduced |
| Principal Street Partners, LLC | 8 | $4.34M | 1.05% | −8−50.0% | Reduced |
| Sittner & Nelson, LLC | 8 | $4.34M | 2.32% | −1−11.1% | Reduced |
| South Dakota Investment Council | 8 | $4.34M | 0.09% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8 | $4.34M | 0.31% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 8 | $4.34M | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 8 | $4.34M | 0.33% | 00.0% | Unchanged |
| Stephens Inc | 8 | $4.34M | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $4.34M | 0.45% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 8 | $4.34M | 0.31% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 8 | $4.34M | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8 | $4.34M | 0.45% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $4.34M | 1.52% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $4.34M | 0.94% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $4.34M | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $4.34M | 0.55% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $4.34M | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8 | $4.34M | 0.11% | +4+100.0% | Added |
| Bragg Financial Advisors, Inc | 7 | $3.80M | 0.18% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $3.80M | 0.16% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7 | $3.80M | 0.05% | −9−56.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7 | $3.80M | 0.35% | −2−22.2% | Reduced |
| MAI Capital Management | 7 | $3.80M | 0.05% | −1−12.5% | Reduced |
| Old National Bancorp | 7 | $3.80M | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $3.80M | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $3.80M | 2.87% | 00.0% | Unchanged |
| DF Dent & Co Inc | 7 | $3.80M | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $3.80M | 0.44% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $3.80M | 0.79% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $3.80M | 0.53% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $3.80M | 1.26% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7 | $3.80M | 0.28% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $3.80M | 0.80% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7 | $3.80M | 0.01% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $3.80M | 0.91% | 00.0% | Unchanged |
| Ycg, LLC | 7 | $3.80M | 0.31% | 00.0% | Unchanged |