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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 6 | $3.81M | 0.88% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6 | $3.81M | 2.22% | 00.0% | Unchanged |
| Avondale Wealth Management | 6 | $3.81M | 2.67% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6 | $3.81M | 0.07% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $3.81M | 0.36% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $3.81M | 2.76% | 00.0% | Unchanged |
| English Capital Management LLC | 6 | $3.81M | 3.00% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 6 | $3.81M | 3.79% | 00.0% | Unchanged |
| KP Management LLC | 6 | $3.81M | 1.63% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $3.81M | 0.10% | +1+20.0% | Added |
| Connectus Wealth, LLC | 6 | $3.81M | 0.10% | +2+50.0% | Added |
| Aaron Wealth Advisors | 6 | $3.81M | 0.55% | +6 | New |
| Westwood Holdings Group Inc. | 6 | $3.81M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 6 | $3.81M | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $3.81M | 2.07% | 00.0% | Unchanged |
| BNP Paribas | 6 | $3.81M | 0.18% | +6 | New |
| Barlow Wealth Partners, Inc. | 7 | $4.26M | 0.58% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7 | $4.35M | 0.31% | +1+16.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7 | $4.44M | 0.45% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7 | $4.44M | 0.10% | −1−12.5% | Reduced |
| Bragg Financial Advisors, Inc | 7 | $4.44M | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 7 | $4.44M | 0.16% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $4.44M | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7 | $4.44M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7 | $4.44M | 0.07% | 00.0% | Unchanged |
| Arvest Trust Co N A | 7 | $4.44M | 0.25% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $4.44M | 3.13% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $4.44M | 0.48% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $4.44M | 0.05% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 7 | $4.44M | 0.89% | 00.0% | Unchanged |
| Parthenon LLC | 7 | $4.44M | 0.56% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7 | $4.44M | 1.38% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 7 | $4.44M | 0.30% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $4.44M | 0.84% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $4.44M | 0.98% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7 | $4.44M | 0.25% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 7 | $4.44M | 0.18% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $4.44M | 4.06% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7 | $4.44M | 0.35% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7 | $4.44M | 0.36% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $4.44M | 0.92% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7 | $4.44M | 0.05% | 00.0% | Unchanged |
| Main Street Research LLC | 7 | $4.44M | 0.30% | +2+40.0% | Added |
| Summit Trail Advisors, LLC | 7 | $4.44M | 0.12% | +2+40.0% | Added |
| Robertson Stephens Wealth Management, LLC | 205 | $4.44M | 0.24% | +202+6,733.3% | Added |
| Principal Street Partners, LLC | 8 | $4.98M | 0.94% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8 | $5.08M | 0.35% | −4−33.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8 | $5.08M | 0.20% | −2−20.0% | Reduced |
| Avantax Advisory Services, Inc. | 8 | $5.08M | 0.05% | −1−11.1% | Reduced |
| Sage Mountain Advisors LLC | 8 | $5.08M | 0.53% | −1−11.1% | Reduced |
| Beck Mack & Oliver LLC | 8 | $5.08M | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 8 | $5.08M | 0.35% | 00.0% | Unchanged |
| Stephens Inc | 8 | $5.08M | 0.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8 | $5.08M | 0.48% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8 | $5.08M | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 8 | $5.08M | 0.47% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $5.08M | 1.61% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8 | $5.08M | 1.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8 | $5.08M | 0.26% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $5.08M | 2.56% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.08M | 0.59% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 8 | $5.08M | 0.02% | +2+33.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 8 | $5.08M | 3.75% | +8 | New |
| PFG Investments, LLC | 8 | $5.08M | 0.31% | +8 | New |
| South Dakota Investment Council | 8 | $5.08M | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8 | $5.08M | 0.34% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8 | $5.08M | 0.10% | +1+14.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 9 | $5.67M | 0.36% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 9 | $5.71M | 0.24% | −1−10.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9 | $5.71M | 0.09% | −1−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9 | $5.71M | 0.06% | −1−10.0% | Reduced |
| Sanders Morris Harris LLC | 9 | $5.71M | 1.07% | 00.0% | Unchanged |
| Country Club Bank | 9 | $5.71M | 0.40% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9 | $5.71M | 1.86% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $5.71M | 1.87% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $5.71M | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9 | $5.71M | 0.48% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $5.71M | 0.39% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $5.71M | 2.27% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9 | $5.71M | 0.85% | 00.0% | Unchanged |
| Argent Trust Co | 9 | $5.71M | 0.26% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 9 | $5.71M | 1.59% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 9 | $5.71M | 0.37% | +1+12.5% | Added |
| Beddow Capital Management Inc | 9 | $5.71M | 2.50% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 10 | $6.34M | 0.16% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10 | $6.34M | 0.56% | 00.0% | Unchanged |
| Regis Management CO LLC | 10 | $6.34M | 1.93% | +6+150.0% | Added |
| Credit Suisse AG | 10 | $6.34M | 0.01% | −4−28.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10 | $6.34M | 0.21% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10 | $6.34M | 0.75% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10 | $6.34M | 0.10% | 00.0% | Unchanged |
| Washington Trust Bank | 10 | $6.34M | 0.60% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $6.34M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 10 | $6.34M | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $6.34M | 3.82% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $6.34M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $6.34M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $6.34M | 0.77% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $6.34M | 0.20% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $6.34M | 0.86% | 00.0% | Unchanged |