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 | 1,054 | $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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 14 | $9.53M | 4.52% | +14 | New |
| Private Advisor Group, LLC | 15 | $10.2M | 0.06% | −3−16.7% | Reduced |
| Rathbone Brothers plc | 15 | $10.2M | 0.05% | −2−11.8% | Reduced |
| Cahill Wealth Management, LLC | 15 | $10.2M | 5.21% | −2−11.8% | Reduced |
| Carret Asset Management, LLC | 15 | $10.2M | 1.12% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 15 | $10.2M | 27.35% | 00.0% | Unchanged |
| LMCG Investments, LLC | 15 | $10.2M | 0.63% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15 | $10.2M | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $10.2M | 1.26% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $10.2M | 3.83% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $10.2M | 0.06% | +1+7.1% | Added |
| Jane Street Group, LLC | 15 | $10.2M | 0.02% | +12+400.0% | Added |
| K.J. Harrison & Partners Inc | 16 | $10.8M | 1.69% | +2+14.3% | Added |
| Lazard Freres Gestion S.A.S. | 16 | $10.9M | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 16 | $10.9M | 0.26% | −11−40.7% | Reduced |
| CIBC Asset Management Inc | 16 | $10.9M | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 16 | $10.9M | 1.76% | 00.0% | Unchanged |
| CPA Asset Management LLC | 1,600 | $10.9M | 5.06% | 00.0% | Unchanged |
| Essex Savings Bank | 16 | $10.9M | 2.70% | +1+6.7% | Added |
| Cidel Asset Management Inc | 10,152 | $11.4M | 0.77% | +10,142+101,420.0% | Added |
| Amundi | 17 | $11.5M | 0.00% | −1−5.6% | Reduced |
| Citigroup Inc | 17 | $11.6M | 0.01% | −1−5.6% | Reduced |
| Commerce Bank | 17 | $11.6M | 0.07% | −1−5.6% | Reduced |
| Howland Capital Management LLC | 17 | $11.6M | 0.51% | −1−5.6% | Reduced |
| King Luther Capital Management Corp | 17 | $11.6M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 17 | $11.6M | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 17 | $11.6M | 0.17% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 17 | $11.6M | 2.53% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 17 | $11.6M | 1.63% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $11.8M | 0.06% | +17 | New |
| Greenleaf Trust | 18 | $12.3M | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 18 | $12.3M | 0.66% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 18 | $12.3M | 2.17% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 18 | $12.3M | 0.15% | +1+5.9% | Added |
| Price T Rowe Associates Inc | 18 | $12.3M | 0.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $12.3M | 2.78% | 00.0% | Unchanged |
| Park National Corp | 19 | $12.9M | 0.47% | −1−5.0% | Reduced |
| Pflug Koory, LLC | 1,900 | $12.9M | 6.55% | 00.0% | Unchanged |
| National Philanthropic Trust | 19 | $12.9M | 0.19% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $12.9M | 1.73% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19 | $12.9M | 0.03% | +1+5.6% | Added |
| Simon Quick Advisors, LLC | 19 | $12.9M | 0.77% | +1+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 19 | $12.9M | 0.01% | +2+11.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19 | $12.9M | 0.67% | +1+5.6% | Added |
| Hemenway Trust Co LLC | 20 | $13.6M | 1.10% | −4−16.7% | Reduced |
| LexAurum Advisors, LLC | 20 | $13.6M | 2.70% | −1−4.8% | Reduced |
| Kestra Advisory Services, LLC | 20 | $13.6M | 0.07% | −1−4.8% | Reduced |
| Rhumbline Advisers | 20 | $13.6M | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 20 | $13.6M | 2.79% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20 | $13.6M | 0.37% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20 | $13.6M | 0.03% | +20 | New |
| Glenmede Trust Co NA | 21 | $14.3M | 0.07% | −20−48.8% | Reduced |
| Matthew 25 Management Corp | 21 | $14.3M | 4.53% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $14.3M | 2.92% | 00.0% | Unchanged |
| First Nebraska Trust Co | 21 | $14.3M | 1.38% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 21 | $14.3M | 16.09% | +21 | New |
| Smithfield Trust Co | 21 | $14.3M | 0.71% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 22 | $15.0M | 2.82% | −1−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $15.0M | 0.20% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 22 | $15.0M | 1.77% | 00.0% | Unchanged |
| Saybrook Capital | 22 | $15.0M | 4.00% | 00.0% | Unchanged |
| Brandywine Trust Co | 22 | $15.0M | 2.36% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $15.0M | 0.60% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $15.0M | 5.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 22 | $15.0M | 0.28% | +22 | New |
| ORG Wealth Partners, LLC | 22 | $15.0M | 4.62% | +22 | New |
| Keystone Financial Group | 22 | $15.1M | 1.49% | +5+29.4% | Added |
| Cresset Asset Management, LLC | 23 | $15.7M | 0.08% | −55−70.5% | Reduced |
| Arlington Partners LLC | 23 | $15.7M | 6.08% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 23 | $16.0M | 1.54% | +2+9.5% | Added |
| Grandfield & Dodd, LLC | 17 | $16.2M | 1.00% | +10+142.9% | Added |
| Davenport & Co LLC | 24 | $16.3M | 0.10% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 24 | $16.3M | 3.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 24 | $16.3M | 0.04% | +13+118.2% | Added |
| Pittenger & Anderson Inc | 26 | $16.8M | 0.61% | 00.0% | Unchanged |
| Swedbank AB | 25 | $17.0M | 0.02% | −612−96.1% | Reduced |
| GTS Securities LLC | 25 | $17.0M | 0.83% | −1−3.8% | Reduced |
| Fifth Third Bancorp | 25 | $17.0M | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 25 | $17.0M | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 25 | $17.0M | 0.01% | 00.0% | Unchanged |
| Private Management Group Inc | 25 | $17.0M | 0.61% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 25 | $17.0M | 10.33% | 00.0% | Unchanged |
| Sapient Capital LLC | 25 | $17.0M | 0.33% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 25 | $17.0M | 0.16% | +21+525.0% | Added |
| Locust Wood Capital Advisers, LLC | 26 | $17.7M | 0.65% | −5−16.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 26 | $17.7M | 2.12% | −3−10.3% | Reduced |
| Connable Office Inc | 26 | $17.7M | 1.83% | −1−3.7% | Reduced |
| HB Wealth Management, LLC | 26 | $17.7M | 0.18% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 26 | $17.7M | 0.43% | 00.0% | Unchanged |
| Regions Financial Corp | 27 | $18.4M | 0.14% | −2−6.9% | Reduced |
| AQR Capital Management LLC | 27 | $18.4M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 27 | $18.4M | 0.02% | +21+350.0% | Added |
| BigSur Wealth Management LLC | 28 | $19.1M | 5.45% | −4−12.5% | Reduced |
| Silverleafe Capital Partners, LLC | 28 | $19.1M | 6.05% | 00.0% | Unchanged |
| Marex Group plc | 29 | $19.7M | 0.34% | −2−6.5% | Reduced |
| Standard Life Aberdeen plc | 30 | $20.3M | 0.04% | −9−23.1% | Reduced |
| Stock Yards Bank & Trust Co | 30 | $20.4M | 0.70% | 00.0% | Unchanged |
| Check Capital Management Inc | 30 | $20.4M | 1.35% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $20.4M | 17.98% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $20.4M | 3.19% | 00.0% | Unchanged |