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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 74 | $46.9M | 0.08% | +29+64.4% | Added |
| Greenlea Lane Capital Management, LLC | 71 | $45.0M | 12.76% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 71 | $45.0M | 3.42% | +1+1.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $44.4M | 0.71% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 70 | $44.4M | 8.68% | 00.0% | Unchanged |
| Blair William & Co | 69 | $43.8M | 0.14% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 68 | $43.1M | 0.93% | −2−2.9% | Reduced |
| D.A. Davidson & Co. | 68 | $42.5M | 0.38% | −1−1.4% | Reduced |
| Tiaa Trust, National Association | 62 | $39.3M | 0.12% | −6−8.8% | Reduced |
| Ameriprise Financial Inc | 62 | $39.3M | 0.01% | +20+47.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 63 | $38.8M | 0.43% | −18−22.2% | Reduced |
| Silicon Valley Community Foundation | 61 | $38.7M | 1.42% | 00.0% | Unchanged |
| LPL Financial LLC | 60 | $38.1M | 0.02% | −2−3.2% | Reduced |
| Crestwood Advisors Group LLC | 59 | $37.4M | 0.82% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 58 | $36.8M | 15.26% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 58 | $36.8M | 14.13% | 00.0% | Unchanged |
| Crewe Advisors LLC | 56 | $35.5M | 4.14% | 00.0% | Unchanged |
| Lincoln Capital LLC | 55 | $34.9M | 7.76% | 00.0% | Unchanged |
| Toronto Dominion Bank | 54 | $34.3M | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $33.6M | 1.14% | −5−8.6% | Reduced |
| Hi-Line Capital Management, LLC | 53 | $33.6M | 11.93% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 52 | $33.0M | 17.89% | 00.0% | Unchanged |
| Security National Bank | 51 | $32.4M | 4.90% | 00.0% | Unchanged |
| SWF LLC | 50 | $31.7M | 11.58% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 50 | $31.7M | 22.88% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 49 | $31.1M | 0.64% | +44+880.0% | Added |
| Locust Wood Capital Advisers, LLC | 47 | $29.8M | 1.18% | −5−9.6% | Reduced |
| Shayne & Co., LLC | 47 | $29.8M | 8.11% | 00.0% | Unchanged |
| Barclays PLC | 46 | $29.2M | 0.01% | +20+76.9% | Added |
| NBC Securities, Inc. | 46 | $29.2M | 2.74% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 45 | $28.5M | 0.14% | −2−4.3% | Reduced |
| Pitcairn Co | 45 | $28.5M | 1.85% | 00.0% | Unchanged |
| Captrust Financial Advisors | 44 | $27.9M | 0.10% | −12−21.4% | Reduced |
| Mirabella Financial Services LLP | 44 | $27.9M | 2.03% | +44 | New |
| Quantinno Capital Management LP | 44 | $27.9M | 0.61% | +12+37.5% | Added |
| Global Frontier Investments LLC | 44 | $27.9M | 8.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 43 | $27.3M | 0.28% | −1−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 43 | $27.3M | 0.43% | −4−8.5% | Reduced |
| BNP Paribas Arbitrage, SA | 42 | $26.6M | 0.03% | −7−14.3% | Reduced |
| Utah Retirement Systems | 42 | $26.6M | 0.31% | 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 |
| 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 |
| Janney Montgomery Scott LLC | 39 | $25.0M | 0.07% | +1+2.6% | Added |
| Mariner, LLC | 39 | $24.7M | 0.05% | −2−4.9% | Reduced |
| Granite FO LLC | 35 | $24.4M | 14.32% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Saybrook Capital | 33 | $20.9M | 5.53% | 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 31 | $19.7M | 0.08% | +4+14.8% | 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 |
| 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 |
| Harvey Investment Co LLC | 30 | $19.0M | 2.15% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $19.0M | 7.27% | 00.0% | Unchanged |
| Bessemer Group Inc | 29 | $18.4M | 0.03% | −10−25.6% | Reduced |
| 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 |
| 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 |
| Cerity Partners LLC | 28 | $17.7M | 0.05% | +4+16.7% | Added |
| Regions Financial Corp | 27 | $17.1M | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 27 | $17.1M | 0.46% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $16.8M | 0.68% | −1−3.2% | Reduced |
| 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 |
| 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 |
| CIBC Private Wealth Group, LLC | 25 | $15.9M | 0.03% | 00.0% | Unchanged |