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	1,054	$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.

Institutions holding BRK.A in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
CAPROCK Group, Inc.	7	$3.80M	0.24%	00.0%	Unchanged
Independent Advisor Alliance	7	$3.80M	0.14%	00.0%	Unchanged
Principle Wealth Partners LLC	7	$3.80M	0.33%	00.0%	Unchanged
Transcend Wealth Collective, LLC	7	$3.80M	0.34%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	7	$3.80M	0.85%	00.0%	Unchanged
Tocqueville Asset Management L.P.	7	$3.80M	0.07%	+1+16.7%	Added
Giverny Capital Inc.SuperinvestorGiverny Capital	7	$3.80M	0.18%	+1+16.7%	Added
Millennium Management LLC	7	$3.80M	0.00%	+2+40.0%	Added
Arvest Trust Co N A	7	$3.80M	0.23%	+5+250.0%	Added
Durante & Waters, LLC	7	$3.80M	3.66%	+7	New
Barlow Wealth Partners, Inc.	7	$3.80M	0.54%	+7	New
Folger Nolan Fleming Douglas Capital Management, Inc	7	$3.80M	0.41%	−1−12.5%	Reduced
BI Asset Management Fondsmaeglerselskab A/S	7	$3.80M	0.08%	+5+250.0%	Added
Thrivent Financial for Lutherans	7	$3.80M	0.01%	+7	New
HighPoint Advisor Group LLC	6	$3.72M	0.27%	+6	New
Canvas Wealth Advisors, LLC	6	$3.31M	1.20%	00.0%	Unchanged
National Bank of Canada	6	$3.30M	0.01%	00.0%	Unchanged
Mesirow Financial Investment Management, Inc.	8	$3.26M	0.12%	+8	New
Westwood Holdings Group Inc.	6	$3.26M	0.03%	00.0%	Unchanged
CWM, LLC	6	$3.26M	0.02%	00.0%	Unchanged
Beaton Management Co. Inc.	6	$3.26M	1.95%	00.0%	Unchanged
Am Investment Strategies LLC	6	$3.26M	0.92%	00.0%	Unchanged
Cadent Capital Advisors, LLC	6	$3.26M	1.65%	00.0%	Unchanged
Lincoln National Corp	6	$3.26M	0.06%	−1−14.3%	Reduced
Chevy Chase Trust Holdings, Inc.	6	$3.26M	0.01%	−1−14.3%	Reduced
Ferguson Wellman Capital Management, Inc	6	$3.26M	0.07%	00.0%	Unchanged
Blackhill Capital Inc	6	$3.26M	0.26%	00.0%	Unchanged
Roberts Glore & Co Inc	6	$3.26M	1.01%	00.0%	Unchanged
Avenir Corp	6	$3.26M	0.28%	00.0%	Unchanged
Schaper Benz & Wise Investment Counsel Inc	6	$3.26M	0.29%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	6	$3.26M	0.12%	00.0%	Unchanged
Mairs & Power Inc	6	$3.26M	0.03%	00.0%	Unchanged
First Foundation Advisors	6	$3.26M	0.15%	00.0%	Unchanged
Ballentine Partners, LLC	6	$3.26M	0.07%	00.0%	Unchanged
Summit Asset Management, LLC	600	$3.26M	0.78%	00.0%	Unchanged
Northside Capital Management, LLC	6	$3.26M	1.02%	00.0%	Unchanged
Coastal Bridge Advisors, LLC	6	$3.26M	0.83%	00.0%	Unchanged
Murphy, Middleton, Hinkle & Parker, Inc.	6	$3.26M	2.01%	00.0%	Unchanged
Avondale Wealth Management	6	$3.26M	2.62%	00.0%	Unchanged
Congress Wealth Management LLC	6	$3.26M	0.06%	00.0%	Unchanged
Cardiff Park Advisors, LLC	6	$3.26M	0.36%	−495−98.8%	Reduced
Epacria Capital Partners, LLC	6	$3.26M	2.61%	00.0%	Unchanged
Prospera Financial Services Inc	6	$3.26M	0.11%	+4+200.0%	Added
RMB Capital Management, LLC	6	$3.26M	0.10%	+6	New
English Capital Management LLC	6	$3.26M	2.80%	+6	New
RMR Capital Management, LLC	6	$3.26M	3.74%	+6	New
KP Management LLC	6	$3.26M	1.61%	+6	New
AE Wealth Management LLC	5	$2.91M	0.01%	+1+25.0%	Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP	5	$2.89M	0.03%	00.0%	Unchanged
Dynamic Advisor Solutions LLC	5	$2.77M	0.10%	+5	New
Prio Wealth Limited Partnership	5	$2.71M	0.09%	00.0%	Unchanged
Gratus Capital LLC	5	$2.71M	0.15%	00.0%	Unchanged
McKinley Carter Wealth Services, Inc.	5	$2.71M	0.20%	+1+25.0%	Added
NBT Bank N A	5	$2.71M	0.21%	00.0%	Unchanged
Valley Forge Investment Consultants Inc Adv	5	$2.71M	1.21%	00.0%	Unchanged
Osterweis Capital Management Inc	5	$2.71M	0.17%	00.0%	Unchanged
Washington Trust Co	5	$2.71M	0.11%	00.0%	Unchanged
First Interstate Bank	5	$2.71M	0.20%	00.0%	Unchanged
Rbo & Co LLC	5	$2.71M	0.47%	00.0%	Unchanged
Foundation Resource Management Inc	5	$2.71M	0.43%	00.0%	Unchanged
American National Bank	5	$2.71M	0.43%	00.0%	Unchanged
Hills Bank & Trust Co	5	$2.71M	0.27%	00.0%	Unchanged
First National Bank & Trust Co of Newtown	5	$2.71M	0.58%	00.0%	Unchanged
Spears Abacus Advisors LLC	5	$2.71M	0.22%	00.0%	Unchanged
Confluence Investment Management LLC	5	$2.71M	0.04%	00.0%	Unchanged
Narwhal Capital Management	5	$2.71M	0.30%	00.0%	Unchanged
Fiera Capital Corp	5	$2.71M	0.01%	00.0%	Unchanged
Main Street Research LLC	5	$2.71M	0.22%	00.0%	Unchanged
Cetera Advisors LLC	5	$2.71M	0.04%	00.0%	Unchanged
Atria Investments LLC	5	$2.71M	0.04%	00.0%	Unchanged
Vontobel Holding Ltd.	5	$2.71M	0.02%	00.0%	Unchanged
Jacobi Capital Management LLC	5	$2.71M	0.28%	00.0%	Unchanged
Parallel Advisors, LLC	5	$2.71M	0.08%	00.0%	Unchanged
Mutual Advisors, LLC	5	$2.71M	0.09%	00.0%	Unchanged
Atom Investors LP	5	$2.71M	0.48%	00.0%	Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC	5	$2.71M	0.84%	00.0%	Unchanged
Bond & Devick Financial Network, Inc.	5	$2.71M	1.54%	00.0%	Unchanged
Pine Ridge Advisers LLC	5	$2.71M	0.48%	00.0%	Unchanged
Amplius Wealth Advisors, LLC	5	$2.71M	0.33%	00.0%	Unchanged
Capricorn Fund Managers Ltd	5	$2.71M	1.49%	00.0%	Unchanged
Zullo Investment Group, Inc.	5	$2.71M	1.39%	00.0%	Unchanged
Kingswood Wealth Advisors, LLC	5	$2.71M	0.31%	00.0%	Unchanged
Coastal Investment Advisors, Inc.	5	$2.71M	0.61%	00.0%	Unchanged
Summit Trail Advisors, LLC	5	$2.71M	0.09%	+4+400.0%	Added
Allie Family Office LLC	5	$2.71M	1.88%	+5	New
Foster Dykema Cabot & Partners, LLC	5	$2.71M	0.29%	+5	New
Meritage Portfolio Management	5	$2.71M	0.18%	00.0%	Unchanged
Sentinel Trust Co Lba	5	$2.71M	0.36%	00.0%	Unchanged
Benjamin F. Edwards & Company, Inc.	5	$2.71M	0.05%	00.0%	Unchanged
Advisors Capital Management, LLC	5	$2.71M	0.06%	+5	New
Creative Planning	5	$2.44M	0.00%	00.0%	Unchanged
Woodward Financial Advisors, Inc.	400	$2.25M	1.48%	00.0%	Unchanged
Financial Management Network Inc	4	$2.22M	0.65%	00.0%	Unchanged
Santa Monica Partners LP	4	$2.17M	1.61%	00.0%	Unchanged
Wade G W & Inc	4	$2.17M	0.07%	00.0%	Unchanged
Regis Management CO LLC	4	$2.17M	0.72%	00.0%	Unchanged
University of Maryland Foundation, Inc.	4	$2.17M	2.25%	00.0%	Unchanged
Ulland Investment Advisors, LLC	4	$2.17M	2.19%	00.0%	Unchanged
Banque Cantonale Vaudoise	4	$2.17M	0.09%	00.0%	Unchanged
Heritage Trust Co	6	$2.17M	0.31%	00.0%	Unchanged