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 |
|---|---|---|---|---|---|
| HRT Financial LP | 18 | $12.4M | 0.06% | −19−51.4% | Reduced |
| Ar Asset Management Inc | 18 | $12.4M | 2.76% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18 | $12.4M | 0.05% | +15+500.0% | Added |
| Private Advisor Group, LLC | 18 | $12.4M | 0.08% | −3−14.3% | Reduced |
| Cetera Investment Advisers | 18 | $12.4M | 0.03% | −1−5.3% | Reduced |
| Citigroup Inc | 18 | $12.4M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 18 | $12.4M | 0.54% | 00.0% | Unchanged |
| Greenleaf Trust | 18 | $12.4M | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 18 | $12.4M | 0.79% | 00.0% | Unchanged |
| Commerce Bank | 18 | $12.4M | 0.08% | +1+5.9% | Added |
| Western Wealth Management, LLC | 18 | $12.4M | 0.71% | +18 | New |
| Price T Rowe Associates Inc | 18 | $12.4M | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 19 | $13.1M | 0.24% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $13.1M | 1.78% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $13.1M | 6.46% | +1,900 | New |
| Concurrent Investment Advisors, LLC | 20 | $13.8M | 0.41% | −1−4.8% | Reduced |
| Park National Corp | 20 | $13.8M | 0.48% | 00.0% | Unchanged |
| Rhumbline Advisers | 20 | $13.8M | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $13.8M | 3.23% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $14.5M | 0.71% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21 | $14.5M | 0.08% | −2−8.7% | Reduced |
| Matthew 25 Management Corp | 21 | $14.5M | 4.87% | −1−4.5% | Reduced |
| Zuckerman Investment Group, LLC | 21 | $14.5M | 1.49% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $14.5M | 2.96% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $14.5M | 3.19% | 00.0% | Unchanged |
| First Nebraska Trust Co | 21 | $14.5M | 1.41% | 00.0% | Unchanged |
| Saybrook Capital | 22 | $15.2M | 4.29% | −10−31.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $15.2M | 0.21% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $15.2M | 1.90% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $15.2M | 2.27% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $15.2M | 0.66% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $15.2M | 5.24% | 00.0% | Unchanged |
| Soditic Asset Management LLP | 22 | $15.2M | 15.46% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 23 | $15.9M | 2.90% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $15.9M | 6.22% | 00.0% | Unchanged |
| Davenport & Co LLC | 24 | $16.6M | 0.10% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 24 | $16.6M | 1.31% | +24 | New |
| Nine Masts Capital Ltd | 24 | $16.6M | 7.81% | +24 | New |
| Pittenger & Anderson Inc | 26 | $16.8M | 0.63% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $17.3M | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 25 | $17.3M | 0.07% | 00.0% | Unchanged |
| Private Management Group Inc | 25 | $17.3M | 0.61% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 25 | $17.3M | 10.59% | 00.0% | Unchanged |
| Sapient Capital LLC | 25 | $17.3M | 0.35% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 25 | $17.3M | 0.01% | +1+4.2% | Added |
| Colony Group, LLC | 152 | $17.3M | 0.06% | −270−64.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 26 | $18.0M | 0.43% | −3−10.3% | Reduced |
| HB Wealth Management, LLC | 26 | $18.0M | 0.19% | +1+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 26 | $18.0M | 0.02% | +2+8.3% | Added |
| GTS Securities LLC | 26 | $18.0M | 0.36% | +6+30.0% | Added |
| AQR Capital Management LLC | 27 | $18.7M | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 27 | $18.7M | 0.48% | 00.0% | Unchanged |
| Connable Office Inc | 27 | $18.7M | 1.88% | +2+8.0% | Added |
| Cerity Partners LLC | 27 | $18.7M | 0.04% | +3+12.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 28 | $19.4M | 0.04% | −1−3.4% | Reduced |
| Silverleafe Capital Partners, LLC | 28 | $19.4M | 6.84% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 29 | $20.0M | 2.35% | −1−3.3% | Reduced |
| Regions Financial Corp | 29 | $20.0M | 0.14% | +2+7.4% | Added |
| Harvey Investment Co LLC | 30 | $20.7M | 2.34% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $20.7M | 7.26% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $20.7M | 8.93% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 30 | $20.7M | 0.67% | 00.0% | Unchanged |
| Check Capital Management Inc | 30 | $20.7M | 1.48% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 30 | $20.7M | 0.24% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $20.7M | 3.33% | −70−70.0% | Reduced |
| Locust Wood Capital Advisers, LLC | 31 | $21.4M | 0.75% | −5−13.9% | Reduced |
| Marex Group plc | 31 | $21.4M | 0.49% | −1−3.1% | Reduced |
| Brighton Jones LLC | 31 | $21.4M | 0.81% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 32 | $22.1M | 0.71% | −3−8.6% | Reduced |
| Raymond James Trust N.A. | 32 | $22.1M | 0.48% | 00.0% | Unchanged |
| Mariner, LLC | 32 | $22.1M | 0.04% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32 | $22.1M | 0.49% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 32 | $22.1M | 6.09% | 00.0% | Unchanged |
| Union Savings Bank | 32 | $22.1M | 10.84% | 00.0% | Unchanged |
| Bessemer Group Inc | 32 | $22.1M | 0.04% | −2−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 33 | $22.8M | 0.02% | −4−10.8% | Reduced |
| AMG National Trust Bank | 33 | $22.8M | 0.62% | 00.0% | Unchanged |
| General Partner, Inc. | 33 | $22.8M | 14.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 33 | $22.8M | 5.94% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 34 | $23.4M | 5.59% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $23.5M | 0.40% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 34 | $23.5M | 0.82% | +3+9.7% | Added |
| Barr E S & Co | 35 | $24.2M | 1.51% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 35 | $24.2M | 2.68% | 00.0% | Unchanged |
| Bislett Management, LLC | 35 | $24.2M | 16.20% | 00.0% | Unchanged |
| Granite FO LLC | 35 | $24.2M | 13.69% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 35 | $24.2M | 0.16% | +1+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 36 | $24.9M | 0.08% | −1−2.7% | Reduced |
| Ieq Capital, LLC | 36 | $24.9M | 0.31% | −2−5.3% | Reduced |
| Hardy Reed LLC | 36 | $24.9M | 2.23% | 00.0% | Unchanged |
| Haverford Trust Co | 38 | $26.3M | 0.26% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 38 | $26.3M | 0.58% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 38 | $26.3M | 0.07% | 00.0% | Unchanged |
| Utah Retirement Systems | 39 | $27.0M | 0.30% | 00.0% | Unchanged |
| Avalon Trust Co | 39 | $27.0M | 1.99% | +1+2.6% | Added |
| Standard Life Aberdeen plc | 39 | $27.0M | 0.05% | +11+39.3% | Added |
| Whittier Trust Co of Nevada Inc | 40 | $27.6M | 0.71% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 40 | $27.6M | 0.53% | +12+42.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41 | $28.3M | 0.03% | +9+28.1% | Added |
| Glenmede Trust Co NA | 41 | $28.3M | 0.14% | −3−6.8% | Reduced |