Berkshire Hathaway Inc

BRK.A

Exchange: NYSE
Industry: Fire, Marine & Casualty Insurance
SEC CIK: 0001067983

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,040 institutions

Value heldQ3 2024: $71.8B

Institutions holding BRK.A and their total value by quarter
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.

Institutions holding BRK.A in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Summit Trail Advisors, LLC	7	$4.84M	0.12%	00.0%	Unchanged
Principle Wealth Partners LLC	7	$4.84M	0.34%	00.0%	Unchanged
Robertson Stephens Wealth Management, LLC	7	$4.84M	0.18%	00.0%	Unchanged
Transcend Wealth Collective, LLC	7	$4.84M	0.32%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	7	$4.84M	0.92%	00.0%	Unchanged
Black Point Wealth Management	7	$4.84M	5.61%	00.0%	Unchanged
Prospera Financial Services Inc	7	$4.84M	0.12%	+1+16.7%	Added
Creative Planning	7	$4.84M	0.00%	+2+40.0%	Added
EverSource Wealth Advisors, LLC	7	$4.84M	0.31%	+4+133.3%	Added
Alpine Bank Wealth Management	7	$4.84M	0.77%	+7	New
Cascade Financial Partners, LLC	6	$4.16M	0.52%	00.0%	Unchanged
Citadel Advisors LLC	6	$4.15M	0.00%	−11−64.7%	Reduced
Insigneo Advisory Services, LLC	6	$4.15M	0.42%	00.0%	Unchanged
Ferguson Wellman Capital Management, Inc	6	$4.15M	0.08%	00.0%	Unchanged
Blackhill Capital Inc	6	$4.15M	0.24%	00.0%	Unchanged
Roberts Glore & Co Inc	6	$4.15M	1.20%	00.0%	Unchanged
Avenir Corp	6	$4.15M	0.42%	00.0%	Unchanged
Schaper Benz & Wise Investment Counsel Inc	6	$4.15M	0.33%	00.0%	Unchanged
Mairs & Power Inc	6	$4.15M	0.04%	00.0%	Unchanged
First Foundation Advisors	6	$4.15M	0.16%	00.0%	Unchanged
Westwood Holdings Group Inc.	6	$4.15M	0.02%	00.0%	Unchanged
Aureus Asset Management, LLC	6	$4.15M	0.27%	00.0%	Unchanged
Warren Averett Asset Management, LLC	6	$4.15M	0.08%	00.0%	Unchanged
Northside Capital Management, LLC	6	$4.15M	0.65%	00.0%	Unchanged
Coastal Bridge Advisors, LLC	6	$4.15M	1.03%	00.0%	Unchanged
Murphy, Middleton, Hinkle & Parker, Inc.	6	$4.15M	2.23%	00.0%	Unchanged
Avondale Wealth Management	6	$4.15M	2.70%	00.0%	Unchanged
Cadent Capital Advisors, LLC	6	$4.15M	1.41%	00.0%	Unchanged
Cardiff Park Advisors, LLC	501	$4.15M	0.37%	00.0%	Unchanged
Epacria Capital Partners, LLC	6	$4.15M	2.83%	00.0%	Unchanged
Daymark Wealth Partners, LLC	6	$4.15M	0.18%	00.0%	Unchanged
RMR Capital Management, LLC	6	$4.15M	3.53%	00.0%	Unchanged
KP Management LLC	6	$4.15M	1.46%	00.0%	Unchanged
National Bank of Canada	6	$4.15M	0.01%	00.0%	Unchanged
Millennium Management LLC	6	$4.15M	0.00%	+2+50.0%	Added
Beaton Management Co. Inc.	6	$4.15M	2.10%	00.0%	Unchanged
Barlow Wealth Partners, Inc.	6	$4.08M	0.53%	−1−14.3%	Reduced
HighPoint Advisor Group LLC	6	$4.07M	0.24%	−1−14.3%	Reduced
Meritage Portfolio Management	5	$3.46M	0.21%	00.0%	Unchanged
Am Investment Strategies LLC	5	$3.46M	0.84%	00.0%	Unchanged
Citizens National Bank Trust Department	5	$3.46M	0.73%	−5−50.0%	Reduced
Bank of Nova Scotia	5	$3.46M	0.01%	−3−37.5%	Reduced
Ameritas Investment Partners, Inc.	5	$3.46M	0.11%	−1−16.7%	Reduced
Summit Asset Management, LLC	500	$3.46M	0.65%	−100−16.7%	Reduced
Gladstone Institutional Advisory LLC	5	$3.46M	0.17%	−1−16.7%	Reduced
NBT Bank N A	5	$3.46M	0.23%	00.0%	Unchanged
Valley Forge Investment Consultants Inc Adv	5	$3.46M	1.21%	00.0%	Unchanged
Osterweis Capital Management Inc	5	$3.46M	0.18%	00.0%	Unchanged
Prio Wealth Limited Partnership	5	$3.46M	0.10%	00.0%	Unchanged
Washington Trust Co	5	$3.46M	0.12%	00.0%	Unchanged
First Interstate Bank	5	$3.46M	0.21%	00.0%	Unchanged
Rbo & Co LLC	5	$3.46M	0.55%	00.0%	Unchanged
Foundation Resource Management Inc	5	$3.46M	0.53%	00.0%	Unchanged
American National Bank	5	$3.46M	0.41%	00.0%	Unchanged
Hills Bank & Trust Co	5	$3.46M	0.26%	00.0%	Unchanged
First National Bank & Trust Co of Newtown	5	$3.46M	0.66%	00.0%	Unchanged
Confluence Investment Management LLC	5	$3.46M	0.05%	00.0%	Unchanged
Narwhal Capital Management	5	$3.46M	0.31%	00.0%	Unchanged
McKinley Carter Wealth Services, Inc.	5	$3.46M	0.21%	00.0%	Unchanged
Fiera Capital Corp	5	$3.46M	0.01%	00.0%	Unchanged
Atria Investments LLC	5	$3.46M	0.04%	00.0%	Unchanged
Jacobi Capital Management LLC	5	$3.46M	0.26%	00.0%	Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC	5	$3.46M	0.86%	00.0%	Unchanged
Total Clarity Wealth Management, Inc.	5	$3.46M	1.11%	00.0%	Unchanged
Absolute Capital Management, LLC	5	$3.46M	2.05%	00.0%	Unchanged
Bond & Devick Financial Network, Inc.	5	$3.46M	1.48%	00.0%	Unchanged
Pine Ridge Advisers LLC	5	$3.46M	0.34%	00.0%	Unchanged
Amplius Wealth Advisors, LLC	5	$3.46M	0.38%	00.0%	Unchanged
Capricorn Fund Managers Ltd	5	$3.46M	2.33%	00.0%	Unchanged
Allie Family Office LLC	5	$3.46M	1.86%	00.0%	Unchanged
Zullo Investment Group, Inc.	5	$3.46M	1.43%	00.0%	Unchanged
Whitford Management LLC	5	$3.46M	1.96%	00.0%	Unchanged
Hilltop National Bank	5	$3.46M	1.05%	00.0%	Unchanged
MV Capital Management, Inc.	5	$3.46M	0.37%	+2+66.7%	Added
Intelligent Financial Strategies	5	$3.46M	1.90%	+3+150.0%	Added
Benjamin Edwards Inc	5	$3.46M	0.05%	+5	New
Janus Henderson Group PLC	5	$3.45M	0.00%	+2+66.7%	Added
BNP Paribas	5	$3.45M	0.14%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	5	$3.44M	0.03%	00.0%	Unchanged
Mutual Advisors, LLC	5	$3.44M	0.10%	00.0%	Unchanged
Vista Capital Partners, Inc.	6,706	$3.09M	0.36%	−31−0.5%	Reduced
Financial Management Network Inc	4	$2.78M	0.58%	00.0%	Unchanged
Gsa Capital Partners LLP	4	$2.77M	0.21%	−3−42.9%	Reduced
Sentinel Trust Co Lba	4	$2.77M	0.31%	−1−20.0%	Reduced
Wintrust Investments LLC	4	$2.77M	2.05%	00.0%	Unchanged
Santa Monica Partners LP	4	$2.77M	1.63%	00.0%	Unchanged
Advisors Capital Management, LLC	4	$2.77M	0.04%	00.0%	Unchanged
RK Asset Management, LLC	4	$2.77M	2.13%	00.0%	Unchanged
University of Maryland Foundation, Inc.	4	$2.77M	1.96%	00.0%	Unchanged
Mitsubishi UFJ Asset Management (UK) Ltd.	4	$2.77M	1.43%	00.0%	Unchanged
Ulland Investment Advisors, LLC	4	$2.77M	2.02%	00.0%	Unchanged
Mosaic Financial Group, LLC	4	$2.77M	1.96%	00.0%	Unchanged
SpiderRock Advisors, LLC	4	$2.76M	0.06%	−4−50.0%	Reduced
Canvas Wealth Advisors, LLC	4	$2.76M	0.76%	00.0%	Unchanged
Baxter Bros Inc	4	$2.76M	0.36%	00.0%	Unchanged
Dodge & Cox	4	$2.76M	0.00%	00.0%	Unchanged
Dimensional Fund Advisors LP	4	$2.76M	0.00%	00.0%	Unchanged
Crawford Investment Counsel Inc	4	$2.76M	0.05%	00.0%	Unchanged
Clearstead Advisors, LLC	4	$2.76M	0.04%	00.0%	Unchanged
Aristotle Capital Management, LLC	4	$2.76M	0.01%	00.0%	Unchanged