Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2024. 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
1,031
+8 vs. Q4 2023
Shares held
129.3K
+12.2K (+10.4%) vs. Q4 2023
Total value
$64.8B
+$6.77B (+11.7%) vs. Q4 2023
New holders
63
74 more added
Sold out
55
112 more reduced

14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,031 institutions
Q1 2021: 988 institutionsQ2 2021: 1,004 institutionsQ3 2021: 992 institutionsQ4 2021: 1,053 institutionsQ1 2022: 1,052 institutionsQ2 2022: 1,040 institutionsQ3 2022: 1,036 institutionsQ4 2022: 1,079 institutionsQ1 2023: 1,073 institutionsQ2 2023: 1,070 institutionsQ3 2023: 1,000 institutionsQ4 2023: 1,037 institutionsQ1 2024: 1,031 institutionsQ2 2024: 1,033 institutionsQ3 2024: 1,040 institutionsQ4 2024: 1,074 institutionsQ1 2025: 1,398 institutionsQ2 2025: 1,388 institutionsQ3 2025: 1,367 institutionsQ4 2025: 1,414 institutionsQ1 2026: 1,431 institutionsQ2 2026: 1,423 institutions
Value heldQ1 2024: $64.8B
Q1 2021: $41.7BQ2 2021: $47.0BQ3 2021: $45.2BQ4 2021: $50.4BQ1 2022: $58.2BQ2 2022: $44.1BQ3 2022: $43.5BQ4 2022: $51.8BQ1 2023: $49.0BQ2 2023: $54.4BQ3 2023: $55.7BQ4 2023: $58.2BQ1 2024: $64.8BQ2 2024: $63.3BQ3 2024: $71.8BQ4 2024: $71.1BQ1 2025: $88.0BQ2 2025: $77.1BQ3 2025: $66.2BQ4 2025: $71.8BQ1 2026: $55.9BQ2 2026: $63.8B
Institutions holding BRK.A and their total value by quarter
QuarterHoldersValue
Q2 20261,423$63.8B
Q1 20261,431$55.9B
Q4 20251,414$71.8B
Q3 20251,367$66.2B
Q2 20251,388$77.1B
Q1 20251,398$88.0B
Q4 20241,074$71.1B
Q3 20241,040$71.8B
Q2 20241,033$63.3B
Q1 20241,031$64.8B
Q4 20231,037$58.2B
Q3 20231,000$55.7B
Q2 20231,070$54.4B
Q1 20231,073$49.0B
Q4 20221,079$51.8B
Q3 20221,036$43.5B
Q2 20221,040$44.1B
Q1 20221,052$58.2B
Q4 20211,053$50.4B
Q3 2021992$45.2B
Q2 20211,004$47.0B
Q1 2021988$41.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2023.

Institutions holding BRK.A in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Texas Capital Bank Wealth Management Services Inc1$634.4K0.07%00.0%Unchanged
Capital Wealth Alliance, LLC1$634.4K0.38%00.0%Unchanged
RMR Wealth Builders1$634.4K0.08%00.0%Unchanged
American Institute for Advanced Investment Management, LLP1$634.4K0.50%00.0%Unchanged
Aspen Grove Capital, LLC1$634.4K0.18%00.0%Unchanged
Capstone Triton Financial Group, LLC1$634.4K0.45%00.0%Unchanged
Source Financial Advisors LLC1$634.4K0.19%00.0%Unchanged
Jeppson Wealth Management, LLC1$634.4K0.25%00.0%Unchanged
Galvin, Gaustad & Stein, LLC1$634.4K0.06%00.0%Unchanged
Legal Advantage Investments, Inc.1$634.4K0.35%00.0%Unchanged
Heron Bay Capital Management1$634.4K0.13%00.0%Unchanged
Mma Asset Management LLC1$634.4K0.30%00.0%Unchanged
CoreFirst Bank & Trust1$634.4K0.40%00.0%Unchanged
Oak Family Advisors, LLC1$634.4K0.24%00.0%Unchanged
Encompass Wealth Advisors, LLC1$634.4K0.17%00.0%Unchanged
Lorne Steinberg Wealth Management Inc.1$634.4K0.20%00.0%Unchanged
Mayflower Financial Advisors, LLC1$634.4K0.11%00.0%Unchanged
Capital Group Private Client Services, Inc.1$634.4K0.01%00.0%Unchanged
Gitterman Wealth Management, LLC1$634.4K0.25%00.0%Unchanged
Pallas Capital Advisors LLC1$634.4K0.03%00.0%Unchanged
Regency Capital Management Inc.1$634.4K0.40%00.0%Unchanged
Treynor Bancshares, Inc.1$634.4K0.37%00.0%Unchanged
Kercheville Advisors, LLC1$634.4K0.30%00.0%Unchanged
Matrix Private Capital Group LLC1$634.4K0.43%00.0%Unchanged
SC&H Financial Advisors, Inc.1$634.4K0.17%00.0%Unchanged
Chemistry Wealth Management LLC1$634.4K0.17%00.0%Unchanged
Vance Wealth, Inc.1$634.4K0.25%00.0%Unchanged
jvl associates llc1$634.4K0.26%00.0%Unchanged
Objective Capital Management, LLC1$634.4K0.43%00.0%Unchanged
Bleakley Financial Group, LLC1$634.4K0.02%00.0%Unchanged
Lantern Wealth Advisors, LLC1$634.4K0.45%00.0%Unchanged
Schechter Investment Advisors, LLC1$634.4K0.05%00.0%Unchanged
Beaumont Financial Advisors, LLC1$634.4K0.05%00.0%Unchanged
Fidelis Capital Partners, LLC1$634.4K0.10%00.0%Unchanged
Icon Wealth Advisors, LLC1$634.4K0.06%00.0%Unchanged
Arcadia Wealth Management, LLC1$634.4K0.39%00.0%Unchanged
Milestone Asset Management, LLC1$634.4K0.18%00.0%Unchanged
Mosaic Family Wealth Partners, LLC1$634.4K0.10%00.0%Unchanged
Brady Family Wealth, LLC1$634.4K0.21%00.0%Unchanged
Seven Mile Advisory1$634.4K0.48%00.0%Unchanged
Rappaport Reiches Capital Management, LLC1$634.4K0.20%00.0%Unchanged
MN Wealth Advisors, LLC1$634.4K0.39%00.0%Unchanged
Kampmann Melissa S.1$634.4K0.46%00.0%Unchanged
Advantage Trust Co1$634.4K0.47%00.0%Unchanged
Novak & Powell Financial Services, Inc.1$634.4K0.47%00.0%Unchanged
FF Advisors,LLC1$634.4K0.44%00.0%Unchanged
Vista Investment Partners LLC1$634.4K0.22%00.0%Unchanged
Triune Financial Partners, LLC1$634.4K0.22%00.0%Unchanged
Clare Market Investments LLC1$634.4K0.20%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich1$634.4K0.00%00.0%Unchanged
Night Owl Capital Management, LLC1$634.4K0.10%00.0%Unchanged
Smith, Moore & Co.1$634.4K0.07%00.0%Unchanged
Jones Financial Companies LLLP1$634.4K0.00%+1New
Bryn Mawr Trust Co1$634.4K0.02%+1New
Burney Co1$634.4K0.02%+1New
Mitchell Sinkler & Starr1$634.4K0.16%+1New
Trust Co of Vermont1$634.4K0.04%+1New
Westend Capital Management, LLC1$634.4K0.25%+1New
Assetmark, Inc1$634.4K0.00%+1New
BKD Wealth Advisors, LLC1$634.4K0.02%+1New
High Falls Advisors, Inc1$634.4K0.16%+1New
Formidable Asset Management, LLC1$634.4K0.10%+1New
Verity Asset Management, Inc.1$634.4K0.35%+1New
Brookstone Capital Management1$634.4K0.01%+1New
Engineers Gate Manager LP1$634.4K0.02%+1New
Fiducient Advisors LLC1$634.4K0.13%+1New
Waterloo Capital, L.P.1$634.4K0.08%+1New
CX Institutional1$634.4K0.03%+1New
Insight Wealth Strategies, LLC1$634.4K0.09%+1New
Nia Impact Advisors, LLC1$634.4K0.25%+1New
Simplicity Wealth,LLC1$634.4K0.02%+1New
Quadcap Wealth Management, LLC1$634.4K0.14%+1New
Councilmark Asset Management, LLC1$634.4K0.46%+1New
Spirepoint Private Client, LLC1$634.4K0.10%+1New
First National Bank of Omaha1$798.4K0.05%−2−66.7%Reduced
Evergreen Wealth Management, LLC2$1.07M0.72%00.0%Unchanged
Phillips Wealth Planners LLC2$1.20M1.38%00.0%Unchanged
Clearstead Advisors, LLC2$1.24M0.06%00.0%Unchanged
DekaBank Deutsche Girozentrale2$1.25M0.00%00.0%Unchanged
Scott Capital Advisors, LLC2$1.25M0.38%00.0%Unchanged
Harbour Capital Advisors, LLC2$1.26M0.31%00.0%Unchanged
Harvest Fund Management Co., Ltd2$1.27M0.11%00.0%Unchanged
Fiduciary Group LLC2$1.27M0.14%00.0%Unchanged
Farther Finance Advisors, LLC2$1.27M0.08%−1−33.3%Reduced
Spire Wealth Management2$1.27M0.03%−10−83.3%Reduced
Dynamic Advisor Solutions LLC2$1.27M0.04%−3−60.0%Reduced
Benson Investment Management Company, Inc.2$1.27M0.54%−2−50.0%Reduced
Sargent Investment Group, LLC2$1.27M0.28%−2−50.0%Reduced
Abound Wealth Management2$1.27M0.48%−1−33.3%Reduced
J.W. Cole Advisors, Inc.2$1.27M0.06%−1−33.3%Reduced
Eschler Asset Management LLP2$1.27M0.82%00.0%Unchanged
Kaye Capital Management2$1.27M0.55%00.0%Unchanged
Parker Investment Management, LLC2$1.27M0.22%00.0%Unchanged
Manchester Capital Management LLC2$1.27M0.16%00.0%Unchanged
Aldebaran Capital, LLC2$1.27M1.21%00.0%Unchanged
Savant Capital, LLC2$1.27M0.01%00.0%Unchanged
J. W. Coons Advisors, LLC200$1.27M0.29%00.0%Unchanged
Atlantic Trust, LLC2$1.27M0.33%00.0%Unchanged
Financial Alternatives, Inc2$1.27M0.98%00.0%Unchanged
First Financial Bankshares Inc2$1.27M0.03%00.0%Unchanged