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, Q4 2024
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
- 1,074
- +51 vs. Q3 2024
- Shares held
- 456.0K
- −366.4K (−44.6%) vs. Q3 2024
- Total value
- $71.1B
- −$476.3M (−0.7%) vs. Q3 2024
- New holders
- 86
- 92 more added
- Sold out
- 35
- 125 more reduced
17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 8 | $5.45M | 0.46% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8 | $5.45M | 0.40% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8 | $5.45M | 2.36% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8 | $5.45M | 1.43% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $5.45M | 0.57% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 8 | $5.45M | 0.40% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 8 | $5.45M | 1.07% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 8 | $5.45M | 0.20% | +1+14.3% | Added |
| Citadel Advisors LLC | 8 | $5.45M | 0.01% | +2+33.3% | Added |
| Absolute Capital Management, LLC | 8 | $5.45M | 3.01% | +3+60.0% | Added |
| TigerOak Management, L.L.C. | 8 | $5.45M | 1.99% | +8 | New |
| Country Club Bank | 9 | $6.10M | 0.41% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 9 | $6.11M | 0.43% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 9 | $6.13M | 2.52% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 9 | $6.13M | 0.43% | −1−10.0% | Reduced |
| Birinyi Associates Inc | 9 | $6.13M | 1.69% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 9 | $6.13M | 1.85% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 9 | $6.13M | 0.25% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9 | $6.13M | 0.22% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9 | $6.13M | 0.91% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9 | $6.13M | 0.09% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 9 | $6.13M | 0.36% | 00.0% | Unchanged |
| Weil Company, Inc. | 9 | $6.13M | 2.12% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9 | $6.13M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9 | $6.13M | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9 | $6.13M | 0.26% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9 | $6.13M | 0.09% | +2+28.6% | Added |
| Robertson Stephens Wealth Management, LLC | 9 | $6.13M | 0.22% | +2+28.6% | Added |
| Brookstone Capital Management | 9 | $6.13M | 0.09% | +8+800.0% | Added |
| Napatree Capital LLC | 9 | $6.13M | 3.60% | +9 | New |
| LM Advisors LLC | 10 | $6.81M | 1.22% | −1−9.1% | Reduced |
| Sierra Capital LLC | 10 | $6.81M | 0.81% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 10 | $6.81M | 0.02% | +1+11.1% | Added |
| Manufacturers Life Insurance Company, The | 10 | $6.81M | 0.01% | −1−9.1% | Reduced |
| Enterprise Financial Services Corp | 10 | $6.81M | 3.79% | 00.0% | Unchanged |
| London Co of Virginia | 10 | $6.81M | 0.04% | 00.0% | Unchanged |
| Allen Investment Management LLC | 10 | $6.81M | 0.08% | 00.0% | Unchanged |
| Barton Investment Management | 10 | $6.81M | 0.72% | 00.0% | Unchanged |
| Aspiriant, LLC | 10 | $6.81M | 0.25% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10 | $6.81M | 0.20% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 10 | $6.81M | 0.76% | 00.0% | Unchanged |
| Glenview Trust Co | 10 | $6.81M | 0.13% | 00.0% | Unchanged |
| Courant Investment Management LLC | 10 | $6.81M | 5.76% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10 | $6.81M | 0.09% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 10 | $6.81M | 4.07% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $6.81M | 0.19% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 10 | $6.81M | 2.51% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 10 | $6.81M | 0.50% | +1+11.1% | Added |
| CAPROCK Group, Inc. | 10 | $6.81M | 0.22% | +1+11.1% | Added |
| Ferguson Wellman Capital Management, Inc | 10 | $6.81M | 0.13% | +4+66.7% | Added |
| Credit Industriel Et Commercial | 10 | $6.81M | 1.79% | +10 | New |
| Sunpointe, LLC | 10 | $6.81M | 3.42% | +10 | New |
| Oliver Luxxe Assets LLC | 10 | $6.91M | 1.25% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $7.49M | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 11 | $7.49M | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $7.49M | 0.36% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 11 | $7.49M | 1.97% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 11 | $7.49M | 3.33% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 11 | $7.49M | 0.10% | 00.0% | Unchanged |
| Adviser Investments LLC | 11 | $7.49M | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11 | $7.49M | 0.41% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 11 | $7.49M | 4.64% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11 | $7.49M | 1.54% | 00.0% | Unchanged |
| Creative Planning | 11 | $7.49M | 0.01% | +4+57.1% | Added |
| Baldwin Brothers Inc | 17,880 | $8.10M | 0.56% | +17,879+1,787,900.0% | Added |
| Evercore Wealth Management, LLC | 12 | $8.17M | 0.12% | −1−7.7% | Reduced |
| Bahl & Gaynor Inc | 12 | $8.17M | 0.04% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 12 | $8.17M | 0.54% | 00.0% | Unchanged |
| Puzo Michael J | 12 | $8.17M | 2.28% | 00.0% | Unchanged |
| Keel Point, LLC | 12 | $8.17M | 0.65% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $8.17M | 2.85% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $8.17M | 2.03% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 12 | $8.17M | 5.01% | 00.0% | Unchanged |
| Pangea Capital Gestao de Recursos Ltda. | 12 | $8.17M | 6.28% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12 | $8.17M | 0.04% | −1−7.7% | Reduced |
| Griffin Asset Management, Inc. | 13 | $8.85M | 1.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 13 | $8.85M | 0.11% | 00.0% | Unchanged |
| Weik Capital Management | 13 | $8.85M | 3.60% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13 | $8.85M | 1.30% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 13 | $8.85M | 2.78% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $8.85M | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13 | $8.85M | 0.77% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 13 | $8.85M | 0.51% | +1+8.3% | Added |
| Pecaut & Co. | 13 | $8.85M | 3.06% | +2+18.2% | Added |
| Miracle Mile Advisors, LLC | 13 | $8.85M | 0.18% | +12+1,200.0% | Added |
| Rubicon Global Capital Ltd | 13 | $8.85M | 5.54% | +13 | New |
| Ingalls & Snyder LLC | 13 | $8.85M | 0.35% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $8.85M | 2.85% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 14 | $9.53M | 0.11% | −1−6.7% | Reduced |
| Wallace Capital Management Inc. | 14 | $9.53M | 1.30% | −1−6.7% | Reduced |
| Aviva PLC | 14 | $9.53M | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 14 | $9.53M | 0.60% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14 | $9.53M | 1.32% | 00.0% | Unchanged |
| Baader Bank INC | 14 | $9.53M | 0.88% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $9.53M | 0.27% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 14 | $9.53M | 2.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14 | $9.53M | 0.17% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14 | $9.53M | 0.97% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14 | $9.53M | 0.22% | +2+16.7% | Added |
| Argent Trust Co | 14 | $9.53M | 0.39% | +5+55.6% | Added |