BERKSHIRE HATHAWAY INC DEL BRK.A
CL A · Common Stock · CUSIP 084670108
American multinational conglomerate holding company
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersOmaha, NE
- Founded1955
- Websiteberkshirehathaway.com
- FilingsSEC EDGAR
* 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 ($31.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $522396.57.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,035 |
| Q4 2022 | 1,077 |
| Q1 2023 | 1,071 |
| Q2 2023 | 1,072 |
| Q3 2023 | 1,000 |
| Q4 2023 | 1,036 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 123 | 151 |
| Q1 2023 | 94 | 176 |
| Q2 2023 | 116 | 173 |
| Q3 2023 | 122 | 236 |
| Q4 2023 | 122 | 167 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $15.3m | $0 | 0.00 |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $0 | $0 | — |
Biggest buyers
| MORGAN STANLEY | Added | +1.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | New | +400 |
| FIRST MANHATTAN CO. LLC. | Added | +211 |
| JPMORGAN CHASE & CO | Added | +188 |
| Davis Asset Management, L.P. | Added | +120 |
| NORTHERN TRUST CORP | Added | +116 |
| SHAPIRO CAPITAL MANAGEMENT LLC | New | +100 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | New | +71 |
| Hamilton Point Investment Advisors, LLC | Added | +67 |
| Marex Group Ltd | New | +62 |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -958 |
| Cable Hill Partners, LLC | Sold out | -164 |
| Nordwand Advisors, LLC | Reduced | -152 |
| Epoch Investment Partners, Inc. | Reduced | -144 |
| NORGES BANK | Reduced | -138 |
| SkyView Investment Advisors, LLC | Sold out | -100 |
| Corient Private Wealth LP | Reduced | -98 |
| Davis Selected Advisers | Reduced | -93 |
| WAFRA INC. | Reduced | -87 |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -73 |
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.
| Holder | Stake |
|---|---|
| BUFFETT WARREN E 13D · may seek influence +0.5 pts · filed 2026-07-15 | 38.2% |
Fell to 5% or below in the last year: FMR LLC (4.7%, 2026-02-05)
Insider purchases and sales in Q4 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $333.3k | — |
| Q3 2022 | 2 | $661.2k | 1 | $1.7m | — |
| Q4 2022 | 0 | — | 1 | $1.3m | — |
| Q1 2023 | 0 | — | 1 | $2.0m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $10.2m | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 1.39% of their portfolio | 33.4k $18.1bn | Unchanged |
| FIRST MANHATTAN CO. LLC. 32.24% of their portfolio | 17.1k $9.3bn | Added +211 |
| NORGES BANK 0.50% of their portfolio | 5.3k $2.9bn | Reduced -138 |
| Corient Private Wealth LP 3.74% of their portfolio | 3.7k $2.0bn | Reduced -98 |
| GARDNER RUSSO & QUINN LLC 13.37% of their portfolio | 2.4k $1.3bn | Reduced -65 |
| MORGAN STANLEY 0.06% of their portfolio | 2.4k $1.3bn | Added +1.2k |
| HighTower Advisors, LLC 1.82% of their portfolio | 2.0k $1.1bn | Reduced -2 |
| Pflug Koory, LLC 5.46% of their portfolio | 1.9k $10.3m | Unchanged |
| Davis Selected Advisers 5.77% of their portfolio | 1.9k $1.0bn | Reduced -93 |
| VANGUARD GROUP INC 0.02% of their portfolio | 1.8k $972.4m | Added +17 |
| EVERETT HARRIS & CO /CA/ 11.02% of their portfolio | 1.4k $770.5m | Reduced -1 |
| PNC Financial Services Group, Inc. 0.53% of their portfolio | 1.3k $681.0m | Reduced -25 |
| Hikari Tsushin, Inc. 56.17% of their portfolio | 1.1k $611.5m | Unchanged |
| Markel Group Inc. 6.57% of their portfolio | 1.1k $604.5m | Unchanged |
| Paralel Advisors LLC 28.55% of their portfolio | 1.0k $557.8m | Unchanged |
| US BANCORP \DE\ 0.80% of their portfolio | 999 $542.1m | Reduced -21 |
| Swedbank AB 0.82% of their portfolio | 931 $505.2m | Added +50 |
| First Eagle Investment Management, LLC 1.20% of their portfolio | 922 $500.3m | Reduced -7 |
| BlackRock Inc. 0.01% of their portfolio | 877 $475.9m | Reduced -2 |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 851 $461.8m | Reduced -21 |
| Graham Holdings Co Master Retirement Trust 84.52% of their portfolio | 829 $449.8m | Unchanged |
| Hikari Power Ltd 40.46% of their portfolio | 783 $424.9m | Unchanged |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.11% of their portfolio | 760 $412.4m | Unchanged |
| Tweedy, Browne Co LLC 17.63% of their portfolio | 662 $359.2m | Reduced -5 |
| California Public Employees Retirement System 0.27% of their portfolio | 651 $353.2m | Reduced -27 |
| Clearbridge Investments, LLC 0.28% of their portfolio | 607 $329.4m | Added +10 |
| Summit Asset Management, LLC 0.78% of their portfolio | 600 $3.3m | Unchanged |
| Baldwin Investment Management, LLC 48.01% of their portfolio | 566 $307.1m | Reduced -1 |
| UMB Bank, n.a. 4.46% of their portfolio | 562 $305.0m | Reduced -26 |
| Legal & General Group Plc 0.09% of their portfolio | 554 $300.6m | Reduced -15 |
| Graham Holdings Co 33.18% of their portfolio | 422 $229.0m | Unchanged |
| Focus Partners Wealth 2.88% of their portfolio | 405 $219.8m | First filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2.88% of their portfolio | 400 $217.1m | New |
| Fayez Sarofim & Co 0.69% of their portfolio | 377 $225.9m | Reduced -12 |
| ALLEN HOLDING INC /NY 28.19% of their portfolio | 373 $202.4m | Reduced -2 |
| NORTHERN TRUST CORP 0.04% of their portfolio | 358 $194.3m | Added +116 |
| Punch Card Management L.P. 49.70% of their portfolio | 349 $189.4m | Unchanged |
| ARMSTRONG HENRY H ASSOCIATES INC 19.20% of their portfolio | 333 $180.7m | Reduced -11 |
| BRIDGES INVESTMENT MANAGEMENT INC 5.92% of their portfolio | 329 $178.5m | Reduced -5 |
| Pathstone Holdings, LLC 0.96% of their portfolio | 325 $176.3m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 321 $174.2m | Reduced -10 |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 316 $171.5m | Reduced -6 |
| NORTHSTAR ASSET MANAGEMENT INC 2.20% of their portfolio | 311 $7.6m | Unchanged |
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 12.01% of their portfolio | 300 $162.8m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 298 $161.7m | Added +188 |
| Bank of New York Mellon Corp 0.03% of their portfolio | 296 $160.6m | Reduced -5 |
| Canton Hathaway, LLC 46.74% of their portfolio | 286 $155.2m | Reduced -2 |
| TIMUCUAN ASSET MANAGEMENT INC/FL 5.25% of their portfolio | 277 $150.3m | Reduced -5 |
| VONTOBEL ASSET MANAGEMENT INC 0.94% of their portfolio | 271 $157.4m | Reduced -46 |
| Nordwand Advisors, LLC 38.51% of their portfolio | 269 $146.0m | Reduced -152 |
| WS MANAGEMENT LLLP 13.93% of their portfolio | 261 $141.6m | Unchanged |
| WHITTIER TRUST CO 2.25% of their portfolio | 256 $138.9m | Unchanged |
| BROWN BROTHERS HARRIMAN & CO 1.14% of their portfolio | 254 $137.8m | Unchanged |
| Davis Asset Management, L.P. 3.18% of their portfolio | 240 $130.2m | Added +120 |
| WINTON GROUP Ltd 8.57% of their portfolio | 217 $117.7m | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.16% of their portfolio | 216 $117.1m | Added +9 |
| Rede Wealth, LLC 55.09% of their portfolio | 214 $116.1m | Reduced -2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 205 $111.2m | Added +8 |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 205 $111.2m | Reduced -958 |
| BROWN ADVISORY INC 0.16% of their portfolio | 205 $111.2m | Added +7 |
| WEALTH MANAGEMENT RESOURCES, INC. 0.51% of their portfolio | 200 $1.1m | Unchanged |
| Asset Management Group, Inc. 0.22% of their portfolio | 200 $1.1m | Unchanged |
| J. W. Coons Advisors, LLC 0.29% of their portfolio | 200 $1.1m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 179 $97.1m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 168 $91.2m | Added +18 |
| Ruane, Cunniff & Goldfarb L.P. 1.46% of their portfolio | 168 $91.2m | Reduced -2 |
| GABELLI FUNDS LLC 0.69% of their portfolio | 164 $89.0m | Reduced -6 |
| Burgundy Asset Management Ltd. 0.99% of their portfolio | 164 $89.0m | Reduced -1 |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 162 $89.8m | Reduced -24 |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 161 $87.2m | Reduced -29 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio | 160 $86.8m | Reduced -1 |
| Mill Capital Management, LLC 7.61% of their portfolio | 157 $85.2m | Added +1 |
| Auto-Owners Insurance Co 2.56% of their portfolio | 156 $84.6m | Reduced -6 |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 152 $82.5m | Reduced -21 |
| HARTLINE INVESTMENT CORP/ 12.46% of their portfolio | 142 $77.1m | Reduced -11 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.22% of their portfolio | 140 $76.0m | Added +7 |
| RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio | 139 $75.4m | Reduced -12 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1.05% of their portfolio | 139 $75.4m | Unchanged |
| CI INVESTMENTS INC. 0.38% of their portfolio | 137 $74.3m | Unchanged |
| Pinnacle Bancorp, Inc. 23.98% of their portfolio | 135 $73.3m | Reduced -4 |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 133 $72.2m | Reduced -6 |
| UBS Group AG 0.03% of their portfolio | 133 $72.2m | Reduced -1 |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 131 $71.1m | Reduced -2 |
| NORTHWESTERN UNIVERSITY 62.85% of their portfolio | 130 $70.5m | Unchanged |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC 14.20% of their portfolio | 125 $67.8m | Reduced -4 |
| Well Done, LLC 12.53% of their portfolio | 118 $64.0m | Unchanged |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.37% of their portfolio | 116 $62.9m | Unchanged |
| Aberdeen Group plc 0.13% of their portfolio | 114 $62.1m | Added +59 |
| TRUIST FINANCIAL CORP 0.10% of their portfolio | 111 $60.2m | Added +2 |
| GENERAL AMERICAN INVESTORS CO INC 4.93% of their portfolio | 110 $59.7m | Unchanged |
| Fenimore Asset Management Inc 1.36% of their portfolio | 108 $58.6m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 104 $56.4m | Reduced -1 |
| PROFESSIONAL ADVISORY SERVICES INC 0.08% of their portfolio | 100 $543.0k | Unchanged |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 100 $542.6k | New |
| Weaver Capital Management LLC 0.22% of their portfolio | 100 $542.6k | First filing |
| Stanley-Laman Group, Ltd. 0.08% of their portfolio | 100 $542.6k | Unchanged |
| Quaker Capital Investments, LLC 0.19% of their portfolio | 100 $542.6k | Unchanged |
| Garner Asset Management Corp 0.29% of their portfolio | 100 $595.5k | Unchanged |
| Pegasus Asset Management, Inc. 0.23% of their portfolio | 100 $542.6k | Unchanged |
| X-Square Capital, LLC 0.30% of their portfolio | 100 $543.0k | Unchanged |