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, Q3 2024
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- 1,040
- +19 vs. Q2 2024
- Shares held
- 822.8K
- +695.6K (+546.9%) vs. Q2 2024
- Total value
- $71.8B
- +$9.06B (+14.4%) vs. Q2 2024
- New holders
- 52
- 84 more added
- Sold out
- 33
- 122 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 9 | $6.22M | 0.18% | +7+350.0% | Added |
| Gotham Asset Management, LLC | 9 | $6.22M | 0.06% | +9 | New |
| CIBC World Markets Inc. | 9 | $6.22M | 0.01% | −1−10.0% | Reduced |
| Birinyi Associates Inc | 9 | $6.22M | 1.79% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $6.22M | 2.55% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 10 | $6.91M | 1.72% | −12−54.5% | Reduced |
| Cidel Asset Management Inc | 10 | $6.91M | 0.49% | −9,759−99.9% | Reduced |
| Advisor Group Holdings, Inc. | 30 | $6.91M | 0.02% | −3−9.1% | Reduced |
| Fiduciary Trust Co | 10 | $6.91M | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $6.91M | 4.03% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $6.91M | 0.04% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $6.91M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $6.91M | 0.86% | 00.0% | Unchanged |
| Aspiriant, LLC | 10 | $6.91M | 0.26% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $6.91M | 0.20% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $6.91M | 0.87% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 10 | $6.91M | 1.24% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $6.91M | 0.13% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $6.91M | 5.81% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $6.91M | 2.65% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $6.91M | 0.20% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10 | $6.91M | 0.09% | +3+42.9% | Added |
| Sierra Capital LLC | 10 | $6.91M | 0.82% | +9+900.0% | Added |
| Essex Financial Services, Inc. | 10 | $6.93M | 0.50% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11 | $7.60M | 0.15% | −18−62.1% | Reduced |
| Pecaut & Co. | 11 | $7.60M | 2.69% | −1−8.3% | Reduced |
| Aire Advisors, LLC | 11 | $7.60M | 1.68% | −1−8.3% | Reduced |
| Huntington National Bank | 11 | $7.60M | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $7.60M | 0.36% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 11 | $7.60M | 1.87% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11 | $7.60M | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $7.60M | 3.17% | 00.0% | Unchanged |
| Adviser Investments LLC | 11 | $7.60M | 0.09% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 11 | $7.60M | 4.77% | +1+10.0% | Added |
| Point72 Asset Management, L.P. | 11 | $7.60M | 0.03% | +8+266.7% | Added |
| Arkadios Wealth Advisors | 11 | $7.60M | 0.43% | +8+266.7% | Added |
| Sterling Capital Management LLC | 11 | $7.60M | 0.10% | +11 | New |
| LM Advisors LLC | 11 | $7.60M | 1.55% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $8.29M | 0.69% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 12 | $8.29M | 0.53% | 00.0% | Unchanged |
| Puzo Michael J | 12 | $8.29M | 2.17% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 12 | $8.29M | 0.47% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $8.29M | 2.88% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $8.29M | 2.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12 | $8.29M | 0.23% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 12 | $8.29M | 4.71% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 12 | $8.29M | 6.43% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 12 | $8.29M | 0.04% | +1+9.1% | Added |
| LGT Fund Management Co Ltd. | 13 | $8.90M | 0.92% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $8.98M | 0.35% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $8.98M | 3.08% | 00.0% | Unchanged |
| Central Trust Co | 13 | $8.99M | 0.21% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 13 | $8.99M | 1.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13 | $8.99M | 0.11% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $8.99M | 3.63% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $8.99M | 1.27% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $8.99M | 1.63% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 13 | $8.99M | 2.89% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $8.99M | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13 | $8.99M | 0.13% | +1+8.3% | Added |
| Scotia Capital Inc. | 13 | $9.68M | 0.05% | −1−7.1% | Reduced |
| Aviva PLC | 14 | $9.68M | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14 | $9.68M | 1.28% | 00.0% | Unchanged |
| Baader Bank INC | 14 | $9.68M | 0.82% | 00.0% | Unchanged |
| GWM Advisors LLC | 14 | $9.68M | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $9.68M | 0.28% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 14 | $9.68M | 1.95% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14 | $9.68M | 0.17% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $9.68M | 0.98% | 00.0% | Unchanged |
| Spinnaker Trust | 14 | $9.68M | 0.60% | +1+7.7% | Added |
| K.J. Harrison & Partners Inc | 14 | $9.77M | 1.48% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15 | $10.4M | 0.05% | −3−16.7% | Reduced |
| Carret Asset Management, LLC | 15 | $10.4M | 1.12% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $10.4M | 26.52% | 00.0% | Unchanged |
| Clough Capital Partners L P | 15 | $10.4M | 1.06% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 15 | $10.4M | 1.40% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $10.4M | 0.62% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $10.4M | 1.28% | 00.0% | Unchanged |
| Essex Savings Bank | 15 | $10.4M | 2.59% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $10.4M | 4.04% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 15 | $10.4M | 0.11% | +1+7.1% | Added |
| Lazard Freres Gestion S.A.S. | 16 | $11.1M | 0.23% | +4+33.3% | Added |
| Epoch Investment Partners, Inc. | 16 | $11.1M | 0.05% | 00.0% | Unchanged |
| First National Advisers, LLC | 16 | $11.1M | 1.76% | 00.0% | Unchanged |
| CPA Asset Management LLC | 1,600 | $11.1M | 5.34% | +1,584+9,900.0% | Added |
| CIBC Asset Management Inc | 16 | $11.1M | 0.04% | +1+6.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 18 | $11.2M | 0.60% | −1−5.3% | Reduced |
| WoodTrust Financial Corp | 17 | $11.8M | 1.67% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 17 | $11.8M | 2.64% | −1−5.6% | Reduced |
| King Luther Capital Management Corp | 17 | $11.8M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 17 | $11.8M | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 17 | $11.8M | 0.17% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $11.8M | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $11.8M | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $11.8M | 1.50% | 00.0% | Unchanged |
| Rathbone Brothers plc | 17 | $11.8M | 0.06% | +1+6.3% | Added |
| Cahill Wealth Management, LLC | 17 | $11.8M | 6.06% | +17 | New |
| Kovitz Investment Group Partners, LLC | 46 | $11.8M | 0.08% | +29+170.6% | Added |
| Amundi | 18 | $12.2M | 0.00% | +3+20.0% | Added |
| Arthur M. Cohen & Associates, LLC | 18 | $12.3M | 2.23% | 00.0% | Unchanged |