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, Q2 2024
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 1,033
- +15 vs. Q1 2024
- Shares held
- 128.2K
- +1.06K (+0.8%) vs. Q1 2024
- Total value
- $63.3B
- −$1.31B (−2.0%) vs. Q1 2024
- New holders
- 46
- 92 more added
- Sold out
- 31
- 136 more reduced
13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 1,053 | $50.4B |
| Q3 2021 | 992 | $45.2B |
| Q2 2021 | 1,004 | $47.0B |
| Q1 2021 | 988 | $41.7B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 10 | $6.12M | 3.77% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $6.12M | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $6.12M | 0.07% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $6.12M | 0.81% | 00.0% | Unchanged |
| Aspiriant, LLC | 10 | $6.12M | 0.25% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $6.12M | 0.19% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $6.12M | 0.79% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 10 | $6.12M | 1.30% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $6.12M | 1.30% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $6.12M | 0.12% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $6.12M | 5.75% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $6.12M | 1.36% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 10 | $6.12M | 5.02% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $6.12M | 2.60% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $6.12M | 0.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10 | $6.12M | 0.21% | +4+66.7% | Added |
| Bristol John W & Co Inc | 10 | $6.12M | 0.10% | +10 | New |
| Essex Financial Services, Inc. | 10 | $6.49M | 0.48% | +2+25.0% | Added |
| Northstar Asset Management Inc | 11 | $6.73M | 1.72% | −300−96.5% | Reduced |
| Huntington National Bank | 11 | $6.73M | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $6.73M | 0.34% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $6.73M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11 | $6.73M | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $6.73M | 3.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 11 | $6.73M | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11 | $6.73M | 0.31% | 00.0% | Unchanged |
| LM Advisors LLC | 11 | $6.74M | 0.01% | −9−45.0% | Reduced |
| Advisor Group Holdings, Inc. | 33 | $7.35M | 0.02% | −24−42.1% | Reduced |
| Puzo Michael J | 12 | $7.35M | 2.04% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 12 | $7.35M | 0.44% | 00.0% | Unchanged |
| Pecaut & Co. | 12 | $7.35M | 2.78% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $7.35M | 2.79% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $7.35M | 1.91% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12 | $7.35M | 0.22% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $7.35M | 0.36% | 00.0% | Unchanged |
| Aire Advisors, LLC | 12 | $7.35M | 1.68% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 12 | $7.35M | 4.56% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 12 | $7.35M | 6.31% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 12 | $7.35M | 0.12% | +1+9.1% | Added |
| Compass Capital Management, Inc | 12 | $7.35M | 0.49% | +3+33.3% | Added |
| Gunn & Co Investment Management, Inc. | 12 | $7.35M | 0.44% | +12 | New |
| Lazard Freres Gestion S.A.S. | 12 | $7.36M | 0.17% | +2+20.0% | Added |
| Keel Point, LLC | 12 | $7.79M | 0.70% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $7.96M | 0.34% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $7.96M | 2.86% | 00.0% | Unchanged |
| Central Trust Co | 13 | $7.96M | 0.19% | −1−7.1% | Reduced |
| Strata Wealth Advisors, LLC | 13 | $7.96M | 2.74% | −1−7.1% | Reduced |
| Griffin Asset Management, Inc. | 13 | $7.96M | 0.92% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13 | $7.96M | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 13 | $7.96M | 0.51% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $7.96M | 3.40% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $7.96M | 1.20% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $7.96M | 1.54% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $7.96M | 0.12% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13 | $7.96M | 0.99% | +13 | New |
| Yacktman Asset Management LP | 14 | $8.57M | 0.08% | 00.0% | Unchanged |
| Aviva PLC | 14 | $8.57M | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $8.57M | 1.41% | 00.0% | Unchanged |
| Baader Bank INC | 14 | $8.57M | 0.67% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 14 | $8.57M | 1.99% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $8.57M | 0.93% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $8.57M | 0.27% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14 | $8.57M | 0.19% | 00.0% | Unchanged |
| GWM Advisors LLC | 14 | $8.57M | 0.06% | +3+27.3% | Added |
| Aviance Capital Partners, LLC | 14 | $8.57M | 1.22% | +5+55.6% | Added |
| Scotia Capital Inc. | 14 | $8.57M | 0.05% | +1+7.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 15 | $9.16M | 1.05% | 00.0% | Unchanged |
| Amundi | 15 | $9.17M | 0.00% | −1−6.3% | Reduced |
| Carret Asset Management, LLC | 15 | $9.18M | 1.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15 | $9.18M | 0.03% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $9.18M | 26.15% | 00.0% | Unchanged |
| Clough Capital Partners L P | 15 | $9.18M | 1.00% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 15 | $9.18M | 1.33% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $9.18M | 0.53% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $9.18M | 1.21% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $9.18M | 0.95% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $9.18M | 3.84% | 00.0% | Unchanged |
| Essex Savings Bank | 15 | $9.18M | 2.47% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 15 | $9.18M | 0.15% | +7+87.5% | Added |
| First National Advisers, LLC | 16 | $9.80M | 1.79% | −1−5.9% | Reduced |
| Rathbone Brothers plc | 16 | $9.80M | 0.05% | 00.0% | Unchanged |
| CPA Asset Management LLC | 16 | $9.80M | 5.25% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 16 | $9.80M | 0.04% | +12+300.0% | Added |
| Cidel Asset Management Inc | 9,769 | $10.1M | 0.78% | +9,759+97,590.0% | Added |
| WoodTrust Financial Corp | 17 | $10.4M | 1.62% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $10.4M | 0.01% | −2−10.5% | Reduced |
| Deutsche Bank AG | 17 | $10.4M | 0.00% | −1−5.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 17 | $10.4M | 0.11% | −1−5.6% | Reduced |
| King Luther Capital Management Corp | 17 | $10.4M | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 17 | $10.4M | 0.66% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $10.4M | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $10.4M | 3.73% | 00.0% | Unchanged |
| Commerce Bank | 17 | $10.4M | 0.07% | +2+13.3% | Added |
| Kovitz Investment Group Partners, LLC | 17 | $10.4M | 0.09% | +5+41.7% | Added |
| Financial Counselors Inc | 17 | $10.4M | 0.17% | +7+70.0% | Added |
| Citadel Advisors LLC | 17 | $10.4M | 0.01% | +12+240.0% | Added |
| Russell Investments Group, Ltd. | 17 | $10.4M | 0.02% | +6+54.5% | Added |
| Ar Asset Management Inc | 18 | $11.0M | 2.66% | 00.0% | Unchanged |
| Citigroup Inc | 18 | $11.0M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 18 | $11.0M | 0.53% | 00.0% | Unchanged |