Vault-13

BERKSHIRE HATHAWAY INC DEL BRK.A

CL A · Common Stock · CUSIP 084670108

American multinational conglomerate holding company

1,000 institutional holders -72 vs Q2 2023
112,467112.5k shares reported held*
$55.7bnreported value*
35 new 87 added 133 reduced 103 sold out net sold ≈ $12.0bn (-52.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($34.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $495097.12.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,035Q4 22: 1,077Q1 23: 1,071Q2 23: 1,072Q3 23: 1,0001,000Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20221,035
Q4 20221,077
Q1 20231,071
Q2 20231,072
Q3 20231,000

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 123 bought or addedQ4 22: 151 cut or sold outQ4 22Q1 23: 94 bought or addedQ1 23: 176 cut or sold outQ1 23Q2 23: 116 bought or addedQ2 23: 173 cut or sold outQ2 23Q3 23: 122 bought or addedQ3 23: 236 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022123151
Q1 202394176
Q2 2023116173
Q3 2023122236

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $0Q1 23 puts: $0Q1 23P/C —Q2 23 calls: $15.3mQ2 23 puts: $0Q2 23P/C 0.00Q3 23 calls: $0Q3 23 puts: $0Q3 23P/C —
Numbers
QuarterCallsPutsP/C
Q4 2022$0$0—
Q1 2023$0$0—
Q2 2023$15.3m$00.00
Q3 2023$0$0—

Biggest buyers

RENAISSANCE TECHNOLOGIES LLC Added +552+552
WEALTH MANAGEMENT RESOURCES, INC. New +200+200
J. W. Coons Advisors, LLC New +200+200
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Added +113+113
SkyView Investment Advisors, LLC New +100+100
MARSHALL WACE, LLP Added +57+57
KELLEHER FINANCIAL ADVISORS Added +49+49
PATHSTONE FAMILY OFFICE, LLC Added +47+47
Haverford Trust Co New +40+40
Cresset Asset Management, LLC Added +40+40

Biggest sellers

Gryphon Financial Partners LLC Reduced -27,328-27.3k
MUFG Securities EMEA plc Sold out -22,000-22.0k
Activest Wealth Management Sold out -2,052-2.1k
Heritage Investment Group, Inc. Sold out -400-400
HFR Wealth Management, LLC Reduced -297-297
CPA Asset Management Group, LLC Reduced -144-144
VONTOBEL ASSET MANAGEMENT INC Reduced -131-131
Creative Planning Reduced -114-114
Summit Asset Management, LLC Reduced -100-100
Swedbank AB Reduced -100-100

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BUFFETT WARREN E 13D · may seek influence +0.5 pts · filed 2026-07-15 38.2% +0.5 pts 188.3k≈ $141.0bn 2026-07-15

Fell to 5% or below in the last year: FMR LLC (4.7%, 2026-02-05)

Insider purchases and sales in Q3 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 21: 0 buyingQ4 21: 1 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 1 sellingQ3 22: 2 buyingQ3 22: 1 sellingQ3 22Q4 22: 0 buyingQ4 22: 1 sellingQ1 23: 0 buyingQ1 23: 1 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 1 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20210—1$2.1m—
Q1 20220—0——
Q2 20220—1$333.3k—
Q3 20222$661.2k1$1.7m—
Q4 20220—1$1.3m—
Q1 20230—1$2.0m—
Q2 20230—0——
Q3 20230—1$10.2m—
DateInsiderTradeSharesPrice ValueTheir holding
2023-08-08 Jain Ajit Vice Chairman, director · By Jain Foundation Inc. (Non-Profit Corporation) Sold 28,000 $362.55 $10.2m28.0k shares -18%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 1.54% of their portfolio BOSTON, MA 33,42833.4k $17.8bn $17.8bn 1.54% Reduced -47 -47
2 FIRST MANHATTAN CO. LLC. 33.18% of their portfolio NEW YORK, NY 16,91916.9k $9.0bn $9.0bn 33.18% Reduced -7 -7
3 NORGES BANK 0.59% of their portfolio OSLO, Q8 5,4265.4k $2.9bn $2.9bn 0.59% Reduced -34 -34
4 Corient Private Wealth LP 0.34% of their portfolio MIAMI, FL 3,8443.8k $148.8m $148.8m 0.34% Reduced -3 -3
5 GARDNER RUSSO & QUINN LLC 14.38% of their portfolio LANCASTER, PA 2,4822.5k $1.3bn $1.3bn 14.38% Reduced -48 -48
6 HighTower Advisors, LLC 1.99% of their portfolio CHICAGO, IL 1,9952.0k $1.1bn $1.1bn 1.99% Reduced -33 -33
7 Davis Selected Advisers 6.59% of their portfolio Tucson, AZ 1,9762.0k $1.1bn $1.1bn 6.59% Reduced -39 -39
8 Pflug Koory, LLC 5.84% of their portfolio OMAHA, NE 1,9001.9k $10.1m $10.1m 5.84% Unchanged
9 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 1,7751.8k $943.4m $943.4m 0.02% Added +13 +13
10 EVERETT HARRIS & CO /CA/ 11.78% of their portfolio LOS ANGELES, CA 1,4211.4k $755.2m $755.2m 11.78% Reduced -5 -5
11 PNC Financial Services Group, Inc. 0.58% of their portfolio Pittsburgh, PA 1,2801.3k $680.3m $680.3m 0.58% Reduced -22 -22
12 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 1,1881.2k $631.4m $631.4m 0.06% Added +3 +3
13 RENAISSANCE TECHNOLOGIES LLC 1.05% of their portfolio NEW YORK, NY 1,1631.2k $618.1m $618.1m 1.05% Added +552 +552
14 Hikari Tsushin, Inc. 58.25% of their portfolio TOKYO, M0 1,1271.1k $599.0m $599.0m 58.25% Unchanged
15 Markel Group Inc. 7.15% of their portfolio Glen Allen, VA 1,1141.1k $592.1m $592.1m 7.15% Unchanged
16 Paralel Advisors LLC 30.23% of their portfolio DENVER, CO 1,0281.0k $546.4m $546.4m 30.23% Unchanged
17 US BANCORP \DE\ 0.89% of their portfolio MINNEAPOLIS, MN 1,0201.0k $542.1m $542.1m 0.89% Reduced -9 -9
18 First Eagle Investment Management, LLC 1.30% of their portfolio NEW YORK, NY 929929 $493.7m $493.7m 1.30% Reduced -33 -33
19 Swedbank AB 0.86% of their portfolio STOCKHOLM, V7 881881 $468.2m $468.2m 0.86% Reduced -100 -100
20 BlackRock Inc. 0.01% of their portfolio New York, NY 879879 $467.2m $467.2m 0.01% Reduced -16 -16
21 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 872872 $463.4m $463.4m 0.06% Reduced -2 -2
22 Graham Holdings Co Master Retirement Trust 83.76% of their portfolio ARLINGTON, VA 829829 $440.6m $440.6m 83.76% Unchanged
23 Hikari Power Ltd 40.68% of their portfolio TOKYO, M0 783783 $416.1m $416.1m 40.68% Unchanged
24 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.37% of their portfolio LONDON, X0 760760 $403.9m $403.9m 5.37% Reduced -40 -40
25 California Public Employees Retirement System 0.31% of their portfolio Sacramento, CA 678678 $360.3m $360.3m 0.31% Added +18 +18
26 Tweedy, Browne Co LLC 19.08% of their portfolio Stamford, CT 667667 $354.5m $354.5m 19.08% Reduced -4 -4
27 Summit Asset Management, LLC 0.87% of their portfolio MEMPHIS, TN 600600 $3.2m $3.2m 0.87% Reduced -100 -100
28 Clearbridge Investments, LLC 0.31% of their portfolio NEW YORK, NY 597597 $317.3m $317.3m 0.31% Reduced -5 -5
29 UMB Bank, n.a. 5.02% of their portfolio Kansas City, MO 588588 $312.5m $312.5m 5.02% Reduced -66 -66
30 Legal & General Group Plc 0.11% of their portfolio London, X0 569569 $302.4m $302.4m 0.11% Reduced -13 -13
31 Baldwin Investment Management, LLC 50.39% of their portfolio WEST CONSHOHOCKEN, PA 567567 $301.3m $301.3m 50.39% Reduced -1 -1
32 Graham Holdings Co 33.70% of their portfolio ARLINGTON, VA 422422 $224.3m $224.3m 33.70% Unchanged
33 Nordwand Advisors, LLC 44.33% of their portfolio RADNOR, PA 421421 $223.8m $223.8m 44.33% Reduced -20 -20
34 COLONY GROUP LLC 3.24% of their portfolio Boston, MA 406406 $215.8m $215.8m 3.24% Reduced -1 -1
35 Fayez Sarofim & Co 0.70% of their portfolio Houston, TX 389389 $206.7m $206.7m 0.70% Added +5 +5
36 ALLEN HOLDING INC /NY 27.84% of their portfolio NEW YORK, NY 375375 $199.3m $199.3m 27.84% Unchanged
37 Punch Card Management L.P. 53.59% of their portfolio WINTER PARK, FL 349349 $185.5m $185.5m 53.59% Unchanged
38 ARMSTRONG HENRY H ASSOCIATES INC 20.89% of their portfolio PITTSBURGH, PA 344344 $182.8m $182.8m 20.89% Unchanged
39 BRIDGES INVESTMENT MANAGEMENT INC 6.31% of their portfolio OMAHA, NE 334334 $177.5m $177.5m 6.31% Reduced -3 -3
40 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 331331 $175.9m $175.9m 0.01% Reduced -8 -8
41 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 322322 $171.1m $171.1m 0.05% Added +1 +1
42 VONTOBEL ASSET MANAGEMENT INC 1.18% of their portfolio NEW YORK, NY 317317 $182.3m $182.3m 1.18% Reduced -131 -131
43 NORTHSTAR ASSET MANAGEMENT INC 2.38% of their portfolio Boston, MA 311311 $7.4m $7.4m 2.38% Unchanged
44 PATHSTONE FAMILY OFFICE, LLC 1.26% of their portfolio ENGLEWOOD, NJ 304304 $161.6m $161.6m 1.26% Added +47 +47
45 Bank of New York Mellon Corp 0.04% of their portfolio NEW YORK, NY 301301 $160.0m $160.0m 0.04% Added +4 +4
46 INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 13.01% of their portfolio BONN, 2M 300300 $159.4m $159.4m 13.01% Unchanged
47 Canton Hathaway, LLC 48.49% of their portfolio PROVIDENCE, RI 288288 $153.1m $153.1m 48.49% Unchanged
48 TIMUCUAN ASSET MANAGEMENT INC/FL 6.01% of their portfolio JACKSONVILLE, FL 282282 $149.9m $149.9m 6.01% Unchanged
49 WS MANAGEMENT LLLP 17.86% of their portfolio JACKSONVILLE, FL 261261 $138.7m $138.7m 17.86% Unchanged
50 WHITTIER TRUST CO 2.42% of their portfolio SOUTH PASADENA, CA 256256 $136.1m $136.1m 2.42% Unchanged
51 BROWN BROTHERS HARRIMAN & CO 1.19% of their portfolio NEW YORK, NY 254254 $135.0m $135.0m 1.19% Reduced -2 -2
52 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 242242 $128.6m $128.6m 0.02% Added +37 +37
53 WINTON GROUP Ltd 9.50% of their portfolio LONDON, X0 217217 $115.3m $115.3m 9.50% Reduced -13 -13
54 Rede Wealth, LLC 57.55% of their portfolio CHARLOTTESVILLE, VA 216216 $114.8m $114.8m 57.55% Unchanged
55 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.16% of their portfolio FRANKFURT AM MAIN, 2M 207207 $109.9m $109.9m 0.16% Added +113 +113
56 WEALTH MANAGEMENT RESOURCES, INC. 0.51% of their portfolio SMITHFIELD, RI 200200 $1.1m $1.1m 0.51% New
57 Asset Management Group, Inc. 0.23% of their portfolio STAMFORD, CT 200200 $1.1m $1.1m 0.23% Unchanged
58 J. W. Coons Advisors, LLC 0.31% of their portfolio COLUMBUS, OH 200200 $1.1m $1.1m 0.31% New
59 BROWN ADVISORY INC 0.17% of their portfolio BALTIMORE, MD 198198 $105.2m $105.2m 0.17% Unchanged
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 197197 $104.7m $104.7m 0.05% Added +12 +12
61 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 190190 $100.9m $100.9m 0.03% Reduced -6 -6
62 BANK OF MONTREAL /CAN/ 0.04% of their portfolio TORONTO, A6 186186 $104.3m $104.3m 0.04% Added +34 +34
63 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 179179 $95.1m $95.1m 0.07% Unchanged
64 HSBC HOLDINGS PLC 0.10% of their portfolio LONDON, X0 173173 $91.9m $91.9m 0.10% Added +24 +24
65 GABELLI FUNDS LLC 0.73% of their portfolio Rye, NY 170170 $90.4m $90.4m 0.73% Reduced -4 -4
66 Ruane, Cunniff & Goldfarb L.P. 1.50% of their portfolio New York, NY 170170 $90.4m $90.4m 1.50% Reduced -4 -4
67 Burgundy Asset Management Ltd. 1.08% of their portfolio Toronto, A6 165165 $87.7m $87.7m 1.08% Unchanged
68 Cable Hill Partners, LLC 11.77% of their portfolio PORTLAND, OR 164164 $87.2m $87.2m 11.77% Reduced -20 -20
69 Auto-Owners Insurance Co 2.88% of their portfolio LANSING, MI 162162 $86.1m $86.1m 2.88% Unchanged
70 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 161161 $85.6m $85.6m 0.18% Added +3 +3
71 Mill Capital Management, LLC 8.11% of their portfolio CONCORD, NC 156156 $82.9m $82.9m 8.11% Reduced -2 -2
72 HARTLINE INVESTMENT CORP/ 14.61% of their portfolio WINNETKA, IL 153153 $81.3m $81.3m 14.61% Reduced -1 -1
73 RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio ST PETERSBURG, FL 151151 $80.3m $80.3m 0.07% Reduced -8 -8
74 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 150150 $79.7m $79.7m 0.02% Reduced -11 -11
75 Epoch Investment Partners, Inc. 0.50% of their portfolio New York, NY 148148 $78.7m $78.7m 0.50% Unchanged
76 STIFEL FINANCIAL CORP 0.10% of their portfolio ST. LOUIS, MO 139139 $73.9m $73.9m 0.10% Unchanged
77 VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1.37% of their portfolio AMSTERDAM, P7 139139 $73.9m $73.9m 1.37% Added +17 +17
78 Pinnacle Bancorp, Inc. 26.26% of their portfolio BEATRICE, NE 139139 $73.9m $73.9m 26.26% Unchanged
79 CI INVESTMENTS INC. 0.41% of their portfolio TORONTO, Z4 137137 $72.8m $72.8m 0.41% Unchanged
80 UBS Group AG 0.03% of their portfolio ZURICH, V8 134134 $71.2m $71.2m 0.03% Added +1 +1
81 ROYAL LONDON ASSET MANAGEMENT LTD 0.23% of their portfolio UNITED KINGDOM, X0 133133 $70.7m $70.7m 0.23% Added +14 +14
82 VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio San Antonio, TX 133133 $70.7m $70.7m 0.08% Added +3 +3
83 NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio NEW YORK, NY 133133 $70.7m $70.7m 0.06% Added +1 +1
84 NORTHWESTERN UNIVERSITY 53.43% of their portfolio EVANSTON, IL 130130 $69.1m $69.1m 53.43% Reduced -19 -19
85 SEMPER AUGUSTUS INVESTMENTS GROUP LLC 16.43% of their portfolio Highlands Ranch, CO 129129 $68.6m $68.6m 16.43% Unchanged
86 Davis Asset Management, L.P. 3.73% of their portfolio SAUSALITO, CA 120120 $63.8m $63.8m 3.73% Unchanged
87 Well Done, LLC 13.90% of their portfolio HOLLAND, MI 118118 $62.7m $62.7m 13.90% Unchanged
88 STATE OF MICHIGAN RETIREMENT SYSTEM 0.40% of their portfolio EAST LANSING, MI 116116 $61.7m $61.7m 0.40% Unchanged
89 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 110110 $58.5m $58.5m 0.01% Reduced -12 -12
90 GENERAL AMERICAN INVESTORS CO INC 5.24% of their portfolio NEW YORK, NY 110110 $58.5m $58.5m 5.24% Unchanged
91 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 109109 $57.9m $57.9m 0.10% Reduced -2 -2
92 Fenimore Asset Management Inc 1.49% of their portfolio Cobleskill, NY 108108 $57.4m $57.4m 1.49% Reduced -12 -12
93 TORONTO DOMINION BANK 0.05% of their portfolio TORONTO, ONTARIO, A6 108108 $57.4m $57.4m 0.05% Unchanged
94 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 105105 $55.8m $55.8m 0.05% Reduced -3 -3
95 PROFESSIONAL ADVISORY SERVICES INC 0.09% of their portfolio VERO BEACH, FL 100100 $531.0k $531.0k 0.09% Unchanged
96 Stanley-Laman Group, Ltd. 0.09% of their portfolio Berwyn, PA 100100 $531.5k $531.5k 0.09% Unchanged
97 Quaker Capital Investments, LLC 0.21% of their portfolio MOUNT LEBANON, PA 100100 $531.5k $531.5k 0.21% Unchanged
98 Garner Asset Management Corp 0.30% of their portfolio PLANO, TX 100100 $531.0k $531.0k 0.30% Unchanged
99 Pegasus Asset Management, Inc. 0.25% of their portfolio MORRISTOWN, NJ 100100 $531.5k $531.5k 0.25% Unchanged
100 X-Square Capital, LLC 0.35% of their portfolio GUAYNABO, PR 100100 $518.0k $518.0k 0.35% Unchanged