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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 18 | $11.0M | 0.10% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 18 | $11.0M | 2.71% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18 | $11.0M | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 18 | $11.0M | 0.78% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $11.0M | 2.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18 | $11.0M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19 | $11.6M | 0.03% | −2−9.5% | Reduced |
| National Philanthropic Trust | 19 | $11.6M | 0.22% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $11.6M | 1.68% | 00.0% | Unchanged |
| Rhumbline Advisers | 20 | $12.2M | 0.01% | −3−13.0% | Reduced |
| Park National Corp | 20 | $12.2M | 0.45% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $12.2M | 2.98% | 00.0% | Unchanged |
| GTS Securities LLC | 20 | $12.2M | 0.25% | +20 | New |
| Smithfield Trust Co | 21 | $12.9M | 0.67% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21 | $12.9M | 0.00% | −65−75.6% | Reduced |
| Zuckerman Investment Group, LLC | 21 | $12.9M | 1.49% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $12.9M | 2.84% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $12.9M | 3.14% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21 | $12.9M | 0.42% | 00.0% | Unchanged |
| First Nebraska Trust Co | 21 | $12.9M | 1.33% | +2+10.5% | Added |
| Private Advisor Group, LLC | 21 | $12.9M | 0.09% | +6+40.0% | Added |
| Boston Private Wealth LLC | 22 | $13.5M | 0.33% | −6−21.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $13.5M | 0.20% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $13.5M | 1.82% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $13.5M | 2.24% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $13.5M | 0.64% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 22 | $13.5M | 4.67% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $13.5M | 4.54% | 00.0% | Unchanged |
| Soditic Asset Management LLP | 22 | $13.5M | 15.61% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 22 | $13.7M | 2.95% | +3+15.8% | Added |
| Lawson Kroeker Investment Management Inc | 23 | $14.1M | 2.72% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $14.1M | 6.99% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23 | $14.1M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24 | $14.7M | 0.01% | −7−22.6% | Reduced |
| Cerity Partners LLC | 24 | $14.7M | 0.04% | −4−14.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24 | $14.7M | 0.02% | −1−4.0% | Reduced |
| Davenport & Co LLC | 24 | $14.7M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 25 | $15.3M | 0.06% | −1−3.8% | Reduced |
| HB Wealth Management, LLC | 25 | $15.3M | 0.18% | −1−3.8% | Reduced |
| Fifth Third Bancorp | 25 | $15.3M | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 25 | $15.3M | 1.65% | 00.0% | Unchanged |
| Private Management Group Inc | 25 | $15.3M | 0.59% | 00.0% | Unchanged |
| Sapient Capital LLC | 25 | $15.3M | 0.32% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 25 | $15.3M | 10.68% | +25 | New |
| CIBC Private Wealth Group, LLC | 25 | $15.4M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 27 | $16.5M | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 27 | $16.5M | 0.43% | 00.0% | Unchanged |
| AQR Capital Management LLC | 27 | $16.5M | 0.03% | +3+12.5% | Added |
| Pittenger & Anderson Inc | 26 | $16.8M | 0.69% | −4−13.3% | Reduced |
| Standard Life Aberdeen plc | 28 | $17.1M | 0.03% | −89−76.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 28 | $17.1M | 0.39% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 28 | $17.1M | 5.91% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 29 | $17.8M | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 29 | $17.8M | 0.45% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 29 | $17.8M | 0.39% | +3+11.5% | Added |
| Harvey Investment Co LLC | 30 | $18.4M | 2.20% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $18.4M | 7.00% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 30 | $18.4M | 2.09% | −2−6.3% | Reduced |
| Stock Yards Bank & Trust Co | 30 | $18.4M | 0.61% | 00.0% | Unchanged |
| Check Capital Management Inc | 30 | $18.4M | 1.34% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 30 | $18.4M | 0.23% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 31 | $19.0M | 0.70% | −7−18.4% | Reduced |
| Brighton Jones LLC | 31 | $19.0M | 0.63% | +24+342.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32 | $19.6M | 0.02% | −143−81.7% | Reduced |
| BigSur Wealth Management LLC | 32 | $19.6M | 6.00% | −9−22.0% | Reduced |
| Mariner, LLC | 32 | $19.6M | 0.04% | −7−17.9% | Reduced |
| Raymond James Trust N.A. | 32 | $19.6M | 0.46% | −1−3.0% | Reduced |
| Circle Wealth Management, LLC | 32 | $19.6M | 0.45% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $19.6M | 10.29% | 00.0% | Unchanged |
| Marex Group plc | 32 | $19.6M | 0.53% | +32 | New |
| Saybrook Capital | 32 | $19.6M | 5.55% | −1−3.0% | Reduced |
| 7G Capital Management, LLC | 30 | $19.8M | 8.69% | 00.0% | Unchanged |
| AMG National Trust Bank | 33 | $20.2M | 0.55% | 00.0% | Unchanged |
| General Partner, Inc. | 33 | $20.2M | 12.91% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 33 | $20.2M | 5.45% | 00.0% | Unchanged |
| Bessemer Group Inc | 34 | $20.8M | 0.04% | +5+17.2% | Added |
| HM Payson & Co | 34 | $20.8M | 0.38% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 34 | $20.8M | 5.42% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 34 | $20.8M | 0.14% | +3+9.7% | Added |
| Granite FO LLC | 35 | $21.4M | 13.70% | 00.0% | Unchanged |
| Barr E S & Co | 35 | $21.4M | 1.41% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 35 | $21.4M | 2.58% | 00.0% | Unchanged |
| Bislett Management, LLC | 35 | $21.4M | 15.41% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 35 | $21.4M | 0.81% | +1+2.9% | Added |
| Locust Wood Capital Advisers, LLC | 36 | $22.0M | 0.81% | −11−23.4% | Reduced |
| Barclays PLC | 36 | $22.0M | 0.01% | −10−21.7% | Reduced |
| Hardy Reed LLC | 36 | $22.0M | 2.21% | 00.0% | Unchanged |
| HRT Financial LP | 37 | $22.7M | 0.13% | +36+3,600.0% | Added |
| BNP Paribas Arbitrage, SA | 37 | $22.7M | 0.02% | −5−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37 | $22.7M | 0.08% | +6+19.4% | Added |
| Haverford Trust Co | 38 | $23.3M | 0.24% | −2−5.0% | Reduced |
| Ieq Capital, LLC | 38 | $23.3M | 0.31% | −2−5.0% | Reduced |
| First Citizens Bank & Trust Co | 38 | $23.3M | 0.44% | 00.0% | Unchanged |
| Avalon Trust Co | 38 | $23.3M | 1.84% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 38 | $23.7M | 0.07% | −1−2.6% | Reduced |
| Utah Retirement Systems | 39 | $23.9M | 0.28% | −3−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 40 | $24.5M | 0.68% | 00.0% | Unchanged |
| Allen Operations LLC | 41 | $25.1M | 4.91% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 43 | $26.3M | 0.40% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 43 | $26.3M | 0.29% | 00.0% | Unchanged |