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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 18 | $11.4M | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $11.4M | 2.78% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $12.1M | 5.93% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $12.1M | 1.80% | 00.0% | Unchanged |
| First Nebraska Trust Co | 19 | $12.1M | 1.24% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 19 | $12.1M | 0.71% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19 | $12.1M | 0.01% | +1+5.6% | Added |
| National Philanthropic Trust | 19 | $12.1M | 0.26% | +19 | New |
| Atlanta Consulting Group Advisors, LLC | 19 | $12.1M | 4.17% | +19 | New |
| Park National Corp | 20 | $12.7M | 0.49% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $12.7M | 3.04% | 00.0% | Unchanged |
| LM Advisors LLC | 20 | $12.7M | 2.01% | +9+81.8% | Added |
| Smithfield Trust Co | 21 | $13.3M | 0.71% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 21 | $13.3M | 1.51% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $13.3M | 2.91% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $13.3M | 3.35% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21 | $13.3M | 0.54% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21 | $13.3M | 0.03% | +17+425.0% | Added |
| Soditic Asset Management LLP | 22 | $14.0M | 16.53% | −22−50.0% | Reduced |
| Matthew 25 Management Corp | 22 | $14.0M | 4.75% | −2−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $14.0M | 0.21% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $14.0M | 1.89% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $14.0M | 2.37% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $14.0M | 0.62% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $14.0M | 4.61% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 23 | $14.6M | 2.77% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $14.6M | 7.43% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23 | $14.6M | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 23 | $14.6M | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $15.2M | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24 | $15.2M | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 25 | $15.9M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $15.9M | 0.06% | −1−3.8% | Reduced |
| Private Management Group Inc | 25 | $15.9M | 0.60% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25 | $15.9M | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 25 | $15.9M | 0.35% | 00.0% | Unchanged |
| Connable Office Inc | 25 | $15.9M | 1.80% | +25 | New |
| Citizens Financial Group Inc | 26 | $16.5M | 0.55% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26 | $16.5M | 0.21% | 00.0% | Unchanged |
| Comerica Bank | 26 | $16.5M | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $16.8M | 0.68% | −1−3.2% | Reduced |
| Regions Financial Corp | 27 | $17.1M | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 27 | $17.1M | 0.46% | 00.0% | Unchanged |
| Cerity Partners LLC | 28 | $17.7M | 0.05% | +4+16.7% | Added |
| Silverleafe Capital Partners, LLC | 28 | $17.8M | 7.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 28 | $17.8M | 0.40% | +6+27.3% | Added |
| Mesirow Financial Investment Management, Inc. | 28 | $17.8M | 0.40% | +20+250.0% | Added |
| Warren Averett Asset Management, LLC | 28 | $17.8M | 0.42% | +26+1,300.0% | Added |
| Mill Creek Capital Advisors, LLC | 29 | $18.4M | 0.50% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 29 | $18.4M | 0.05% | +1+3.6% | Added |
| Bessemer Group Inc | 29 | $18.4M | 0.03% | −10−25.6% | Reduced |
| Harvey Investment Co LLC | 30 | $19.0M | 2.15% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $19.0M | 7.27% | 00.0% | Unchanged |
| Check Capital Management Inc | 30 | $19.0M | 1.40% | −9−23.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 30 | $19.0M | 0.24% | −2−6.3% | Reduced |
| 7G Capital Management, LLC | 30 | $19.0M | 10.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $19.0M | 3.27% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 30 | $19.0M | 0.63% | +3+11.1% | Added |
| Alliancebernstein L.P. | 31 | $19.7M | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 31 | $19.7M | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31 | $19.7M | 0.08% | +4+14.8% | Added |
| Gluskin Sheff & Assoc Inc | 32 | $20.3M | 2.03% | −3−8.6% | Reduced |
| Circle Wealth Management, LLC | 32 | $20.3M | 0.50% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $20.3M | 10.62% | 00.0% | Unchanged |
| General Partner, Inc. | 33 | $20.9M | 13.15% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 33 | $20.9M | 0.51% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 33 | $20.9M | 5.87% | 00.0% | Unchanged |
| AMG National Trust Bank | 33 | $20.9M | 0.61% | 00.0% | Unchanged |
| Saybrook Capital | 33 | $20.9M | 5.53% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 34 | $21.6M | 0.91% | −8−19.0% | Reduced |
| HM Payson & Co | 34 | $21.6M | 0.40% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 34 | $21.6M | 5.56% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 35 | $22.2M | 2.67% | −12−25.5% | Reduced |
| M&T Bank Corp | 35 | $22.2M | 0.08% | −2−5.4% | Reduced |
| Barr E S & Co | 35 | $22.2M | 1.45% | 00.0% | Unchanged |
| Bislett Management, LLC | 35 | $22.2M | 13.91% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 57 | $22.8M | 0.05% | −4−6.6% | Reduced |
| Hardy Reed LLC | 36 | $22.8M | 2.84% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 36 | $22.8M | 0.26% | +36 | New |
| Portfolio Strategies, Inc. | 36 | $22.8M | 1.55% | +36 | New |
| Avalon Trust Co | 38 | $24.1M | 1.98% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 38 | $24.1M | 0.90% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 38 | $24.1M | 0.46% | +8+26.7% | Added |
| Granite FO LLC | 35 | $24.4M | 14.32% | 00.0% | Unchanged |
| Mariner, LLC | 39 | $24.7M | 0.05% | −2−4.9% | Reduced |
| Janney Montgomery Scott LLC | 39 | $25.0M | 0.07% | +1+2.6% | Added |
| Haverford Trust Co | 40 | $25.4M | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 40 | $25.4M | 0.36% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $25.4M | 0.73% | 00.0% | Unchanged |
| Allen Operations LLC | 41 | $26.0M | 4.94% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 41 | $26.0M | 8.15% | +10+32.3% | Added |
| BNP Paribas Arbitrage, SA | 42 | $26.6M | 0.03% | −7−14.3% | Reduced |
| Utah Retirement Systems | 42 | $26.6M | 0.31% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 43 | $27.3M | 0.43% | −4−8.5% | Reduced |
| Gamco Investors, Inc. Et Al | 43 | $27.3M | 0.28% | −1−2.3% | Reduced |
| Global Frontier Investments LLC | 44 | $27.9M | 8.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 44 | $27.9M | 0.61% | +12+37.5% | Added |
| Captrust Financial Advisors | 44 | $27.9M | 0.10% | −12−21.4% | Reduced |
| Mirabella Financial Services LLP | 44 | $27.9M | 2.03% | +44 | New |
| Glenmede Trust Co NA | 45 | $28.5M | 0.14% | −2−4.3% | Reduced |