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, 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

Value heldQ1 2024: $64.8B

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	1,053	$50.4B
Q3 2021	992	$45.2B
Q2 2021	1,004	$47.0B
Q1 2021	988	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Black Diamond Capital Management, L.L.C.	4	$2.54M	1.67%	00.0%	Unchanged
Epoch Investment Partners, Inc.	4	$2.54M	0.01%	00.0%	Unchanged
Grimes & Company, Inc.	4	$2.54M	0.08%	00.0%	Unchanged
Coastline Trust Co	4	$2.54M	0.31%	00.0%	Unchanged
North Star Investment Management Corp.	4	$2.54M	0.18%	00.0%	Unchanged
United Capital Financial Advisers, LLC	4	$2.54M	0.02%	00.0%	Unchanged
EP Wealth Advisors, LLC	4	$2.54M	0.03%	00.0%	Unchanged
Hendershot Investments Inc.	4	$2.54M	0.36%	00.0%	Unchanged
CORDA Investment Management, LLC.	4	$2.54M	0.20%	00.0%	Unchanged
East Coast Asset Management, LLC.	4	$2.54M	0.93%	00.0%	Unchanged
Sequoia Financial Advisors, LLC	4	$2.54M	0.03%	00.0%	Unchanged
Chicago Trust Co NA	4	$2.54M	0.53%	00.0%	Unchanged
Lumbard & Kellner, LLC	4	$2.54M	1.23%	00.0%	Unchanged
Gibraltar Capital Management, Inc.	4	$2.54M	1.18%	00.0%	Unchanged
Kestra Private Wealth Services, LLC	4	$2.54M	0.06%	00.0%	Unchanged
Sanibel Captiva Trust Company, Inc.	4	$2.54M	0.09%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	4	$2.54M	0.65%	00.0%	Unchanged
Pensionmark Financial Group, LLC	4	$2.54M	0.36%	00.0%	Unchanged
Manitou Investment Management Ltd.	4	$2.54M	0.51%	00.0%	Unchanged
Johnson Financial Group, LLC	4	$2.54M	0.32%	00.0%	Unchanged
Helios Capital Management Pte. Ltd	4	$2.54M	1.78%	00.0%	Unchanged
Marks Group Wealth Management, Inc	4	$2.54M	0.27%	00.0%	Unchanged
Yousif Capital Management, LLC	4	$2.54M	0.03%	00.0%	Unchanged
NorthCrest Asset Manangement, LLC	4	$2.54M	0.09%	00.0%	Unchanged
Fortress Wealth Management, Inc.	4	$2.54M	1.31%	00.0%	Unchanged
FourThought Financial Partners, LLC	4	$2.54M	0.29%	00.0%	Unchanged
Kennon-Green & Company, LLC	4	$2.54M	2.37%	00.0%	Unchanged
Muirfield Wealth Advisors LLC	4	$2.54M	2.45%	00.0%	Unchanged
Advus Financial Partners, LLC	4	$2.54M	1.13%	00.0%	Unchanged
Gladstone Institutional Advisory LLC	4	$2.54M	0.14%	+1+33.3%	Added
Beverly Hills Private Wealth, LLC	4	$2.54M	0.59%	+1+33.3%	Added
Schonfeld Strategic Advisors LLC	4	$2.54M	0.02%	+3+300.0%	Added
Inscription Capital, LLC	4	$2.54M	0.42%	+4	New
Santa Monica Partners LP	4	$2.54M	1.75%	00.0%	Unchanged
University of Maryland Foundation, Inc.	4	$2.54M	2.44%	00.0%	Unchanged
Ulland Investment Advisors, LLC	4	$2.54M	2.03%	00.0%	Unchanged
RK Asset Management, LLC	4	$2.54M	2.07%	00.0%	Unchanged
Mitsubishi UFJ Asset Management (UK) Ltd.	4	$2.54M	1.29%	+4	New
Heritage Investment Group, Inc.	400	$2.54M	0.52%	+400	New
Mosaic Financial Group, LLC	4	$2.54M	2.03%	+4	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	5	$3.09M	0.03%	00.0%	Unchanged
Am Investment Strategies LLC	5	$3.17M	0.81%	−1−16.7%	Reduced
Meritage Portfolio Management	5	$3.17M	0.20%	00.0%	Unchanged
Sentinel Trust Co Lba	5	$3.17M	0.41%	00.0%	Unchanged
Advisors Capital Management, LLC	5	$3.17M	0.06%	00.0%	Unchanged
Benjamin F. Edwards & Company, Inc.	5	$3.17M	0.06%	00.0%	Unchanged
Jane Street Group, LLC	5	$3.17M	0.00%	−3−37.5%	Reduced
Prio Wealth Limited Partnership	5	$3.17M	0.09%	00.0%	Unchanged
McKinley Carter Wealth Services, Inc.	5	$3.17M	0.21%	00.0%	Unchanged
Gratus Capital LLC	5	$3.17M	0.15%	00.0%	Unchanged
NBT Bank N A	5	$3.17M	0.23%	00.0%	Unchanged
Valley Forge Investment Consultants Inc Adv	5	$3.17M	1.24%	00.0%	Unchanged
Osterweis Capital Management Inc	5	$3.17M	0.19%	00.0%	Unchanged
Washington Trust Co	5	$3.17M	0.12%	00.0%	Unchanged
First Interstate Bank	5	$3.17M	0.22%	00.0%	Unchanged
Rbo & Co LLC	5	$3.17M	0.53%	00.0%	Unchanged
Foundation Resource Management Inc	5	$3.17M	0.50%	00.0%	Unchanged
American National Bank	5	$3.17M	0.42%	00.0%	Unchanged
Hills Bank & Trust Co	5	$3.17M	0.27%	00.0%	Unchanged
First National Bank & Trust Co of Newtown	5	$3.17M	0.64%	00.0%	Unchanged
Confluence Investment Management LLC	5	$3.17M	0.04%	00.0%	Unchanged
Narwhal Capital Management	5	$3.17M	0.31%	00.0%	Unchanged
Fiera Capital Corp	5	$3.17M	0.01%	00.0%	Unchanged
Atria Investments LLC	5	$3.17M	0.04%	00.0%	Unchanged
Vontobel Holding Ltd.	5	$3.17M	0.03%	00.0%	Unchanged
Jacobi Capital Management LLC	5	$3.17M	0.29%	00.0%	Unchanged
Mutual Advisors, LLC	5	$3.17M	0.10%	00.0%	Unchanged
Coastal Investment Advisors, Inc.	5	$3.17M	0.65%	00.0%	Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC	5	$3.17M	0.90%	00.0%	Unchanged
Bond & Devick Financial Network, Inc.	5	$3.17M	1.72%	00.0%	Unchanged
Pine Ridge Advisers LLC	5	$3.17M	0.37%	00.0%	Unchanged
Amplius Wealth Advisors, LLC	5	$3.17M	0.36%	00.0%	Unchanged
Capricorn Fund Managers Ltd	5	$3.17M	1.91%	00.0%	Unchanged
Zullo Investment Group, Inc.	5	$3.17M	1.49%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	5	$3.17M	0.30%	00.0%	Unchanged
Creative Planning	5	$3.17M	0.00%	00.0%	Unchanged
Evoke Wealth, LLC	5	$3.17M	0.09%	+4+400.0%	Added
Invesco Ltd.	5	$3.17M	0.00%	+5	New
Citadel Advisors LLC	5	$3.17M	0.00%	+5	New
Total Clarity Wealth Management, Inc.	5	$3.17M	1.10%	+5	New
Absolute Capital Management, LLC	5	$3.17M	2.02%	+5	New
Hilltop National Bank	5	$3.17M	1.08%	+5	New
Canvas Wealth Advisors, LLC	6	$3.60M	1.21%	00.0%	Unchanged
Cascade Financial Partners, LLC	6	$3.65M	0.53%	+6	New
National Bank of Canada	6	$3.72M	0.01%	00.0%	Unchanged
Independent Advisor Alliance	6	$3.81M	0.14%	−1−14.3%	Reduced
Cadent Capital Advisors, LLC	6	$3.81M	1.52%	00.0%	Unchanged
Lincoln National Corp	6	$3.81M	0.06%	00.0%	Unchanged
Ferguson Wellman Capital Management, Inc	6	$3.81M	0.08%	00.0%	Unchanged
Blackhill Capital Inc	6	$3.81M	0.22%	00.0%	Unchanged
Roberts Glore & Co Inc	6	$3.81M	1.14%	00.0%	Unchanged
Avenir Corp	6	$3.81M	0.33%	00.0%	Unchanged
Schaper Benz & Wise Investment Counsel Inc	6	$3.81M	0.32%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	6	$3.81M	0.13%	00.0%	Unchanged
Mairs & Power Inc	6	$3.81M	0.04%	00.0%	Unchanged
First Foundation Advisors	6	$3.81M	0.15%	00.0%	Unchanged
Ballentine Partners, LLC	6	$3.81M	0.07%	00.0%	Unchanged
Summit Asset Management, LLC	600	$3.81M	0.82%	00.0%	Unchanged
Prospera Financial Services Inc	6	$3.81M	0.11%	00.0%	Unchanged
Northside Capital Management, LLC	6	$3.81M	0.68%	00.0%	Unchanged