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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 24 | $15.2M | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24 | $15.2M | 0.03% | 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 |
| 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 |
| 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 |
| Smithfield Trust Co | 21 | $13.3M | 0.71% | 00.0% | Unchanged |
| LM Advisors LLC | 20 | $12.7M | 2.01% | +9+81.8% | Added |
| Park National Corp | 20 | $12.7M | 0.49% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $12.7M | 3.04% | 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 |
| 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 |
| Cresset Asset Management, LLC | 18 | $11.4M | 0.06% | −37−67.3% | Reduced |
| America First Investment Advisors, LLC | 18 | $11.4M | 2.78% | −4−18.2% | Reduced |
| Citigroup Inc | 18 | $11.4M | 0.01% | −1−5.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 18 | $11.4M | 0.12% | −1−5.3% | Reduced |
| Vicus Capital | 18 | $11.4M | 1.04% | −1−5.3% | Reduced |
| Howland Capital Management LLC | 18 | $11.4M | 0.55% | 00.0% | Unchanged |
| Greenleaf Trust | 18 | $11.4M | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 18 | $11.4M | 0.86% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $11.4M | 2.41% | 00.0% | Unchanged |
| Deutsche Bank AG | 18 | $11.4M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $11.4M | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 17 | $10.8M | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 17 | $10.8M | 0.68% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $10.8M | 0.16% | 00.0% | Unchanged |
| First National Advisers, LLC | 17 | $10.8M | 2.41% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $10.8M | 1.57% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,700 | $10.8M | 6.02% | +1,700 | New |
| WoodTrust Financial Corp | 17 | $10.8M | 1.71% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 17 | $10.4M | 6.05% | +17 | New |
| Rathbone Brothers plc | 16 | $10.2M | 0.06% | −4−20.0% | Reduced |
| CPA Asset Management LLC | 16 | $10.2M | 5.68% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 16 | $10.2M | 7.16% | +2+14.3% | Added |
| TD Waterhouse Canada Inc. | 16 | $10.1M | 0.08% | +16 | New |
| Amundi | 16 | $9.67M | 0.00% | +1+6.7% | Added |
| CIBC World Markets Inc. | 15 | $9.52M | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 15 | $9.52M | 0.06% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $9.52M | 1.12% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $9.52M | 25.98% | 00.0% | Unchanged |
| Clough Capital Partners L P | 15 | $9.52M | 1.05% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 15 | $9.52M | 1.30% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $9.52M | 0.56% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15 | $9.52M | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $9.52M | 1.25% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $9.52M | 1.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $9.52M | 1.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15 | $9.52M | 0.03% | +5+50.0% | Added |
| Global Financial Private Client, LLC | 15 | $9.51M | 4.09% | 00.0% | Unchanged |
| Central Trust Co | 14 | $8.88M | 0.22% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 14 | $8.88M | 0.08% | 00.0% | Unchanged |
| Aviva PLC | 14 | $8.88M | 0.03% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $8.88M | 1.37% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 14 | $8.88M | 2.06% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14 | $8.88M | 3.12% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $8.88M | 0.95% | 00.0% | Unchanged |
| Baader Bank INC | 14 | $8.88M | 0.73% | +11+366.7% | Added |
| Valeo Financial Advisors, LLC | 14 | $8.59M | 0.31% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14 | $8.49M | 0.19% | 00.0% | Unchanged |
| Scotia Capital Inc. | 13 | $8.25M | 0.05% | +5+62.5% | Added |
| Ingalls & Snyder LLC | 13 | $8.25M | 0.37% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $8.25M | 2.54% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13 | $8.25M | 0.00% | −3−18.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13 | $8.25M | 0.13% | −1−7.1% | Reduced |
| Griffin Asset Management, Inc. | 13 | $8.25M | 0.98% | 00.0% | Unchanged |
| Spinnaker Trust | 13 | $8.25M | 0.53% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $8.25M | 3.50% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $8.25M | 1.23% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $8.25M | 1.63% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13 | $8.25M | 0.10% | +6+85.7% | Added |
| Janus Henderson Group PLC | 13 | $8.24M | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 15 | $8.14M | 2.37% | 00.0% | Unchanged |
| Puzo Michael J | 12 | $7.61M | 2.11% | −1−7.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 12 | $7.61M | 0.46% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $7.61M | 0.79% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $7.61M | 2.84% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $7.61M | 3.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $7.61M | 1.88% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12 | $7.61M | 0.24% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $7.61M | 0.38% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $7.61M | 1.72% | 00.0% | Unchanged |