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 | 1,054 | $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 |
|---|---|---|---|---|---|
| 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 |
| Atlanta Consulting Group Advisors, LLC | 22 | $13.7M | 2.95% | +3+15.8% | 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 |
| 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 |
| Smithfield Trust Co | 21 | $12.9M | 0.67% | 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 |
| 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 |
| Price T Rowe Associates Inc | 18 | $11.0M | 0.00% | 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 |
| 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 |
| Ar Asset Management Inc | 18 | $11.0M | 2.66% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 17 | $10.4M | 0.02% | +6+54.5% | Added |
| 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 |
| WoodTrust Financial Corp | 17 | $10.4M | 1.62% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 9,769 | $10.1M | 0.78% | +9,759+97,590.0% | 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 15 | $9.18M | 0.15% | +7+87.5% | Added |
| 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 |
| Amundi | 15 | $9.17M | 0.00% | −1−6.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 15 | $9.16M | 1.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14 | $8.57M | 0.05% | +1+7.7% | Added |
| 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 |
| 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 |
| Ingalls & Snyder LLC | 13 | $7.96M | 0.34% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $7.96M | 2.86% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $7.79M | 0.70% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 12 | $7.36M | 0.17% | +2+20.0% | Added |
| 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 |