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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 25 | $17.3M | 0.01% | +1+4.2% | Added |
| Pittenger & Anderson Inc | 26 | $16.8M | 0.63% | 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 |
| Lawson Kroeker Investment Management Inc | 23 | $15.9M | 2.90% | 00.0% | Unchanged |
| Arlington Partners LLC | 23 | $15.9M | 6.22% | 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 |
| 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 |
| Smithfield Trust Co | 21 | $14.5M | 0.71% | 00.0% | Unchanged |
| 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 |
| 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 |
| Price T Rowe Associates Inc | 18 | $12.4M | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Arthur M. Cohen & Associates, LLC | 18 | $12.3M | 2.23% | 00.0% | Unchanged |
| Amundi | 18 | $12.2M | 0.00% | +3+20.0% | Added |
| Kovitz Investment Group Partners, LLC | 46 | $11.8M | 0.08% | +29+170.6% | Added |
| 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 |
| WoodTrust Financial Corp | 17 | $11.8M | 1.67% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 18 | $11.2M | 0.60% | −1−5.3% | Reduced |
| 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 |
| Lazard Freres Gestion S.A.S. | 16 | $11.1M | 0.23% | +4+33.3% | Added |
| 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 |
| K.J. Harrison & Partners Inc | 14 | $9.77M | 1.48% | 00.0% | Unchanged |
| 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 |
| Scotia Capital Inc. | 13 | $9.68M | 0.05% | −1−7.1% | Reduced |
| 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 |
| Ingalls & Snyder LLC | 13 | $8.98M | 0.35% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $8.98M | 3.08% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13 | $8.90M | 0.92% | 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 |