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 | 1,053 | $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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 71 | $49.1M | 3.37% | 00.0% | Unchanged |
| Greenlea Lane Capital Management, LLC | 71 | $49.1M | 14.89% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 70 | $48.4M | 0.78% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 70 | $48.4M | 8.73% | 00.0% | Unchanged |
| Blair William & Co | 68 | $47.0M | 0.14% | +1+1.5% | Added |
| Tiaa Trust, National Association | 66 | $45.6M | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co | 65 | $44.9M | 0.60% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 65 | $44.3M | 0.37% | −2−3.0% | Reduced |
| Banque Pictet & Cie SA | 64 | $44.2M | 0.44% | +62+3,100.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 63 | $43.5M | 0.43% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 63 | $43.5M | 0.43% | +63 | New |
| Ameriprise Financial Inc | 62 | $42.9M | 0.01% | −9−12.7% | Reduced |
| Truist Financial Corp | 58 | $40.1M | 0.06% | −12−17.1% | Reduced |
| Wall Street Access Asset Management, LLC | 58 | $40.1M | 15.28% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 58 | $40.1M | 14.31% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 58 | $40.1M | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 56 | $38.7M | 0.74% | 00.0% | Unchanged |
| Crewe Advisors LLC | 56 | $38.7M | 4.49% | 00.0% | Unchanged |
| Lincoln Capital LLC | 55 | $38.0M | 8.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 53 | $36.6M | 0.06% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 52 | $35.9M | 0.72% | −8−13.3% | Reduced |
| Hutner Capital Management Inc | 52 | $35.9M | 17.89% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $35.9M | 1.12% | +1+2.0% | Added |
| Silicon Valley Community Foundation | 51 | $35.3M | 1.49% | 00.0% | Unchanged |
| Security National Bank | 50 | $34.6M | 4.70% | 00.0% | Unchanged |
| SWF LLC | 50 | $34.6M | 11.53% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 50 | $34.6M | 22.21% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 50 | $34.6M | 0.45% | +2+4.2% | Added |
| Captrust Financial Advisors | 48 | $33.2M | 0.10% | +3+6.7% | Added |
| CIBC Private Wealth Group, LLC | 48 | $33.2M | 0.06% | +23+92.0% | Added |
| Hi-Line Capital Management, LLC | 47 | $32.5M | 15.96% | −6−11.3% | Reduced |
| Shayne & Co., LLC | 47 | $32.5M | 8.15% | 00.0% | Unchanged |
| NBC Securities, Inc. | 47 | $32.5M | 2.73% | +1+2.2% | Added |
| Spears Abacus Advisors LLC | 45 | $31.1M | 0.61% | −4−8.2% | Reduced |
| Pitcairn Co | 45 | $31.1M | 1.84% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 43 | $29.7M | 0.43% | 00.0% | Unchanged |
| M&T Bank Corp | 42 | $29.0M | 0.10% | −9−17.6% | Reduced |
| Charles Schwab Investment Management Inc | 42 | $29.0M | 0.01% | +21+100.0% | Added |
| Glenmede Trust Co NA | 41 | $28.3M | 0.14% | −3−6.8% | Reduced |
| Gamco Investors, Inc. Et Al | 41 | $28.3M | 0.29% | −2−4.7% | Reduced |
| Allen Operations LLC | 41 | $28.3M | 4.77% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41 | $28.3M | 0.03% | +9+28.1% | 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 |
| 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 |
| Janney Montgomery Scott LLC | 38 | $26.3M | 0.07% | 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 |
| Ieq Capital, LLC | 36 | $24.9M | 0.31% | −2−5.3% | Reduced |
| Hardy Reed LLC | 36 | $24.9M | 2.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36 | $24.9M | 0.08% | −1−2.7% | Reduced |
| 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 |
| HM Payson & Co | 34 | $23.5M | 0.40% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 34 | $23.5M | 0.82% | +3+9.7% | Added |
| Shelter Mutual Insurance Co | 34 | $23.4M | 5.59% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 32 | $22.1M | 0.04% | −2−5.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Harvey Investment Co LLC | 30 | $20.7M | 2.34% | 00.0% | Unchanged |
| Aquamarine Zurich AGSuperinvestorAquamarine | 30 | $20.7M | 7.26% | 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 |
| 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 |
| 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 |
| 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 |
| Colony Group, LLC | 152 | $17.3M | 0.06% | −270−64.0% | Reduced |
| 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 |