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 |
|---|---|---|---|---|---|
| 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 |
| Grandfield & Dodd, LLC | 17 | $16.2M | 1.00% | +10+142.9% | Added |
| Zuckerman Investment Group, LLC | 23 | $16.0M | 1.54% | +2+9.5% | 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 |
| Keystone Financial Group | 22 | $15.1M | 1.49% | +5+29.4% | Added |
| 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 |
| Smithfield Trust Co | 21 | $14.3M | 0.71% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Allworth Financial LP | 17 | $11.8M | 0.06% | +17 | New |
| WoodTrust Financial Corp | 17 | $11.6M | 1.63% | 00.0% | Unchanged |
| 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 |
| Amundi | 17 | $11.5M | 0.00% | −1−5.6% | Reduced |
| Cidel Asset Management Inc | 10,152 | $11.4M | 0.77% | +10,142+101,420.0% | Added |
| 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 |
| Lazard Freres Gestion S.A.S. | 16 | $10.9M | 0.22% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 16 | $10.8M | 1.69% | +2+14.3% | Added |
| 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 |
| 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 |
| Garrison Point Advisors, LLC | 14 | $9.53M | 4.52% | +14 | New |
| Ingalls & Snyder LLC | 13 | $8.85M | 0.35% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $8.85M | 2.85% | 00.0% | Unchanged |
| 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 |
| Scotia Capital Inc. | 12 | $8.17M | 0.04% | −1−7.7% | Reduced |