BERKSHIRE HATHAWAY INC DEL BRK.B
CL B NEW · Common Stock · CUSIP 084670702 · ISIN US0846707026
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 ($1.3bn this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $417.38. Options: 58 managers hold calls ($8.8bn notional), 67 hold puts ($4.8bn).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3,332 |
| Q4 2022 | 3,557 |
| Q1 2023 | 3,543 |
| Q2 2023 | 3,596 |
| Q3 2023 | 3,642 |
| Q4 2023 | 3,914 |
| Q1 2024 | 3,996 |
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 | 1,484 | 1,403 |
| Q1 2023 | 1,474 | 1,497 |
| Q2 2023 | 1,484 | 1,538 |
| Q3 2023 | 1,593 | 1,440 |
| Q4 2023 | 1,638 | 1,487 |
| Q1 2024 | 1,775 | 1,684 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $6.9bn | $3.8bn | 0.55 |
| Q3 2023 | $6.4bn | $3.9bn | 0.60 |
| Q4 2023 | $6.6bn | $4.2bn | 0.64 |
| Q1 2024 | $8.8bn | $4.8bn | 0.55 |
Biggest buyers
| MORGAN STANLEY | Added | +26.2m |
| Global Assets Advisory, LLC | Added | +4.6m |
| BlackRock Inc. | Added | +2.3m |
| UBS Group AG | Added | +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.2m |
| VANGUARD GROUP INC | Added | +1.0m |
| BANK OF AMERICA CORP /DE/ | Added | +836.3k |
| BARCLAYS PLC | Added | +775.9k |
| JPMORGAN CHASE & CO | Added | +643.9k |
| Cetera Investment Advisers | Added | +547.9k |
Biggest sellers
| GATES FOUNDATION TRUST | Reduced | -2.6m |
| Granite Bay Wealth Management, LLC | Reduced | -957.1k |
| H&H International Investment, LLC | Reduced | -654.1k |
| NORGES BANK | Reduced | -630.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -614.5k |
| Qube Research & Technologies Ltd | Reduced | -613.9k |
| NORTHERN TRUST CORP | Reduced | -599.1k |
| Cerity Partners LLC | Reduced | -594.9k |
| Hudson Bay Capital Management LP | Reduced | -577.0k |
| Morningstar Investment Services LLC | Reduced | -494.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.4bn5.6m shares |
| CHECK CAPITAL MANAGEMENT INC/CA | Reduced | $1.7bn4.0m shares |
| CITADEL ADVISORS LLC | Added | $1.2bn2.7m shares |
| JANE STREET GROUP, LLC | Added | $539.2m1.3m shares |
| WOLVERINE TRADING, LLC | Added | $352.3m837.8k shares |
| Parallax Volatility Advisers, L.P. | Added | $315.0m749.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $305.6m726.7k shares |
| SIMPLEX TRADING, LLC | Added | $271.0m644.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $267.4m635.8k shares |
| Walleye Trading LLC | Added | $239.3m569.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn2.5m shares |
| CITADEL ADVISORS LLC | Added | $541.9m1.3m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $322.5m766.9k shares |
| UBS Group AG | Reduced | $301.8m717.8k shares |
| JPMORGAN CHASE & CO | Added | $258.6m615.0k shares |
| CITIGROUP INC | Reduced | $196.1m466.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $180.7m429.8k shares |
| SIMPLEX TRADING, LLC | Added | $157.9m375.4k shares |
| JANE STREET GROUP, LLC | Reduced | $142.0m337.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $140.0m332.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 9.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 1.22% of their portfolio | 146.6m $61.6bn | Added +1.0m |
| BlackRock Inc. 1.06% of their portfolio | 107.5m $45.2bn | Added +2.3m |
| MORGAN STANLEY 0.82% of their portfolio | 72.9m $30.7bn | Added +26.2m |
| STATE STREET CORP 1.31% of their portfolio | 69.5m $29.2bn | Added +228.8k |
| GEODE CAPITAL MANAGEMENT, LLC 1.37% of their portfolio | 35.3m $14.8bn | Added +1.2m |
| JPMORGAN CHASE & CO 0.39% of their portfolio | 20.9m $8.8bn | Added +643.9k |
| GATES FOUNDATION TRUST 15.87% of their portfolio | 17.3m $7.3bn | Reduced -2.6m |
| NORTHERN TRUST CORP 1.14% of their portfolio | 15.7m $6.6bn | Reduced -599.1k |
| Bank of New York Mellon Corp 1.04% of their portfolio | 12.8m $5.4bn | Reduced -484.2k |
| NORGES BANK 0.72% of their portfolio | 10.9m $4.6bn | Reduced -630.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.56% of their portfolio | 10.8m $4.5bn | Reduced -345.7k |
| FMR LLC 0.30% of their portfolio | 10.7m $4.5bn | Added +408.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.99% of their portfolio | 10.2m $4.3bn | Added +103.7k |
| BANK OF AMERICA CORP /DE/ 0.41% of their portfolio | 10.0m $4.2bn | Added +836.3k |
| ROYAL BANK OF CANADA 1.01% of their portfolio | 9.9m $4.1bn | Reduced -186.8k |
| GOLDMAN SACHS GROUP INC 0.66% of their portfolio | 7.5m $3.2bn | Reduced -353.3k |
| DIMENSIONAL FUND ADVISORS LP 0.83% of their portfolio | 7.3m $3.1bn | Added +36.7k |
| BARCLAYS PLC 1.32% of their portfolio | 6.9m $2.9bn | Added +775.9k |
| Legal & General Group Plc 0.81% of their portfolio | 6.7m $2.8bn | Reduced -96.5k |
| Nuveen Asset Management, LLC 0.79% of their portfolio | 6.4m $2.7bn | Added +5.0k |
| FLOSSBACH VON STORCH SE 9.81% of their portfolio | 5.4m $2.3bn | Reduced -335.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.76% of their portfolio | 5.1m $2.1bn | Added +152.7k |
| California Public Employees Retirement System 1.47% of their portfolio | 5.0m $2.1bn | Reduced -56.4k |
| WELLS FARGO & COMPANY/MN 0.54% of their portfolio | 4.9m $2.0bn | Added +101.3k |
| UBS Group AG 0.67% of their portfolio | 4.9m $2.0bn | Added +1.2m |
| Global Assets Advisory, LLC 0.43% of their portfolio | 4.7m $11.1k | Added +4.6m |
| Invesco Ltd. 0.38% of their portfolio | 4.2m $1.7bn | Added +70.2k |
| H&H International Investment, LLC 12.12% of their portfolio | 4.1m $1.7bn | Reduced -654.1k |
| Swiss National Bank 1.16% of their portfolio | 3.9m $1.7bn | Reduced -164.8k |
| ALLIANCEBERNSTEIN L.P. 0.53% of their portfolio | 3.5m $1.5bn | Reduced -376.1k |
| HSBC HOLDINGS PLC 1.06% of their portfolio | 3.5m $1.5bn | Added +502.7k |
| RHUMBLINE ADVISERS 1.29% of their portfolio | 3.2m $1.3bn | Reduced -64.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.91% of their portfolio | 3.1m $1.3bn | Added +1.4k |
| NEUBERGER BERMAN GROUP LLC 1.05% of their portfolio | 3.0m $1.3bn | Reduced -265.0k |
| Assenagon Asset Management S.A. 3.20% of their portfolio | 2.9m $1.2bn | Added +230.7k |
| Artisan Partners Limited Partnership 1.72% of their portfolio | 2.8m $1.2bn | Reduced -962 |
| BANK OF MONTREAL /CAN/ 0.37% of their portfolio | 2.8m $1.2bn | Reduced -298.0k |
| Boston Partners 1.37% of their portfolio | 2.7m $1.2bn | Added +26.4k |
| DEUTSCHE BANK AG\ 0.53% of their portfolio | 2.7m $1.1bn | Reduced -30.2k |
| Creative Planning 1.25% of their portfolio | 2.7m $1.1bn | Added +10.6k |
| RAYMOND JAMES & ASSOCIATES 0.69% of their portfolio | 2.4m $1.0bn | Reduced -6.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 1.35% of their portfolio | 2.4m $1.0bn | Reduced -48.9k |
| Baird Financial Group, Inc. 1.99% of their portfolio | 2.3m $946.8m | Added +52.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.54% of their portfolio | 2.2m $926.0m | Added +12.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.16% of their portfolio | 2.2m $919.2m | Reduced -20.7k |
| HighTower Advisors, LLC 1.48% of their portfolio | 2.2m $913.8m | Reduced -413.8k |
| LPL Financial LLC 0.48% of their portfolio | 2.1m $892.8m | Added +108.8k |
| Amundi 0.36% of their portfolio | 2.1m $835.2m | Reduced -17.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.81% of their portfolio | 2.1m $872.2m | Reduced -277.7k |
| PRUDENTIAL FINANCIAL INC 1.22% of their portfolio | 2.1m $865.7m | Reduced -73.0k |
| Corient Private Wealth LP 1.51% of their portfolio | 2.0m $849.2m | Reduced -3.1k |
| FIRST MANHATTAN CO. LLC. 2.70% of their portfolio | 2.0m $832.2m | Reduced -46.0k |
| Capital Research Global Investors 0.19% of their portfolio | 2.0m $823.6m | Added +766 |
| Rothschild & Co Wealth Management UK Ltd 13.59% of their portfolio | 1.9m $819.9m | Added +1.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1.41% of their portfolio | 1.9m $600.8m | Added +53.7k |
| National Pension Service 0.98% of their portfolio | 1.9m $816.0m | Added +35.6k |
| Swedbank AB 1.14% of their portfolio | 1.9m $810.4m | Reduced -73.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 1.09% of their portfolio | 1.9m $790.3m | Added +323.2k |
| AMERIPRISE FINANCIAL INC 0.21% of their portfolio | 1.8m $774.8m | Reduced -101.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1.60% of their portfolio | 1.8m $767.9m | Reduced -53.2k |
| BROWN BROTHERS HARRIMAN & CO 5.87% of their portfolio | 1.8m $765.1m | Reduced -43.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 1.43% of their portfolio | 1.8m $759.8m | Reduced -56.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 1.7m $714.0m | Reduced -614.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 1.15% of their portfolio | 1.6m $693.6m | Added +56.7k |
| Markel Group Inc. 6.35% of their portfolio | 1.5m $644.2m | Unchanged |
| LONDON CO OF VIRGINIA 3.28% of their portfolio | 1.5m $623.5m | Reduced -46.7k |
| Chevy Chase Trust Holdings, LLC 2.02% of their portfolio | 1.5m $616.7m | Reduced -13.3k |
| GARDNER RUSSO & QUINN LLC 6.32% of their portfolio | 1.5m $615.9m | Reduced -105.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.63% of their portfolio | 1.4m $602.9m | Added +542.2k |
| CITIGROUP INC 0.63% of their portfolio | 1.4m $581.2m | Added +46.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.71% of their portfolio | 1.4m $577.3m | Added +42.0k |
| Raymond James Financial Services Advisors, Inc. 0.83% of their portfolio | 1.3m $559.9m | Reduced -6.3k |
| CREDIT SUISSE AG/ 0.54% of their portfolio | 1.3m $557.0m | Reduced -32.4k |
| CANADA LIFE ASSURANCE Co 1.07% of their portfolio | 1.3m $530.7m | Reduced -9.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.19% of their portfolio | 1.2m $515.0m | Added +24.1k |
| BROWN ADVISORY INC 0.68% of their portfolio | 1.2m $508.8m | Added +19.4k |
| CHECK CAPITAL MANAGEMENT INC/CA 37.09% of their portfolio | 1.2m $506.0m | Reduced -191.1k |
| APG Asset Management N.V. 0.79% of their portfolio | 1.2m $453.5m | Added +44.1k |
| Ensign Peak Advisors, Inc 0.88% of their portfolio | 1.1m $481.2m | Reduced -94.1k |
| PNC Financial Services Group, Inc. 0.32% of their portfolio | 1.1m $465.5m | Added +19.7k |
| TORONTO DOMINION BANK 0.73% of their portfolio | 1.1m $463.1m | Reduced -66.6k |
| Korea Investment CORP 1.14% of their portfolio | 1.1m $450.8m | Reduced -49.8k |
| FIL Ltd 0.44% of their portfolio | 1.1m $443.9m | Reduced -20.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.43% of their portfolio | 1.0m $436.5m | Reduced -25.4k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 1.0m $434.0m | Added +265.1k |
| OSAIC HOLDINGS, INC. 0.95% of their portfolio | 1.0m $424.5m | Reduced -77.4k |
| TETRAD CORP 81.55% of their portfolio | 1.0m $420.5m | Unchanged |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.03% of their portfolio | 986.1k $414.7m | Added +1.4k |
| Mariner, LLC 0.85% of their portfolio | 977.4k $411.0m | Reduced -1.9k |
| STIFEL FINANCIAL CORP 0.45% of their portfolio | 943.7k $396.8m | Added +36.3k |
| Mesirow Financial Investment Management, Inc. 8.88% of their portfolio | 928.4k $390.4m | Added +327.5k |
| CAPTRUST FINANCIAL ADVISORS 1.08% of their portfolio | 919.4k $293.8m | Added +101.9k |
| Rathbones Group PLC 2.23% of their portfolio | 919.4k $386.6m | Reduced -4.3k |
| NATIONAL BANK OF CANADA /FI/ 0.65% of their portfolio | 917.8k $378.1m | Reduced -148.9k |
| Douglass Winthrop Advisors, LLC 7.77% of their portfolio | 897.8k $377.5m | Reduced -2.3k |
| Himalaya Capital Management LLC 16.70% of their portfolio | 897.7k $377.5m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1.47% of their portfolio | 893.5k $375.7m | Reduced -47.8k |
| DANSKE BANK A/S 1.15% of their portfolio | 870.1k $365.9m | First filing |
| Treasurer of the State of North Carolina 1.55% of their portfolio | 840.6k $353.5m | Added +1.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.52% of their portfolio | 825.1k $347.0m | Added +291.5k |