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 ($1.4bn this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $406.36. Options: 55 managers hold calls ($8.5bn notional), 66 hold puts ($4.8bn).
Trends to Q2 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 |
| Q2 2024 | 4,033 |
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 |
| Q2 2024 | 1,857 | 1,543 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $6.4bn | $3.9bn | 0.60 |
| Q4 2023 | $6.6bn | $4.2bn | 0.64 |
| Q1 2024 | $8.8bn | $4.8bn | 0.55 |
| Q2 2024 | $8.5bn | $4.8bn | 0.57 |
Biggest buyers
| GATES FOUNDATION TRUST | Added | +7.3m |
| Amundi | Added | +1.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.2m |
| JANE STREET GROUP, LLC | Added | +811.8k |
| Strategic Financial Concepts, LLC | Added | +645.0k |
| UBS Group AG | Added | +637.5k |
| Qube Research & Technologies Ltd | Added | +543.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +502.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +459.5k |
| Caisse de depot et placement du Quebec | Added | +407.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -48.0m |
| Global Assets Advisory, LLC | Sold out | -4.7m |
| VANGUARD GROUP INC | Reduced | -2.4m |
| FMR LLC | Reduced | -1.1m |
| Hudson Bay Capital Management LP | Reduced | -538.0k |
| VAN ECK ASSOCIATES CORP | Reduced | -495.0k |
| AMERICAN INTERNATIONAL GROUP, INC. | Sold out | -460.8k |
| AustralianSuper Pty Ltd | Sold out | -445.3k |
| TEXAS PERMANENT SCHOOL FUND CORP | Sold out | -376.1k |
| Legal & General Group Plc | Reduced | -374.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1bn5.1m shares |
| CHECK CAPITAL MANAGEMENT INC/CA | Added | $1.7bn4.1m shares |
| CITADEL ADVISORS LLC | Reduced | $967.7m2.4m shares |
| HUB Investment Partners, LLC | Added | $551.0m900 shares |
| JANE STREET GROUP, LLC | Reduced | $414.2m1.0m shares |
| WOLVERINE TRADING, LLC | Added | $360.9m887.1k shares |
| D. E. Shaw & Co., Inc. | Added | $325.8m801.0k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $296.0m727.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $252.2m620.0k shares |
| JPMORGAN CHASE & CO | Added | $232.1m570.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn2.7m shares |
| CITADEL ADVISORS LLC | Added | $569.8m1.4m shares |
| JPMORGAN CHASE & CO | Added | $353.0m867.8k shares |
| JANE STREET GROUP, LLC | Added | $260.2m639.6k shares |
| UBS Group AG | Reduced | $226.7m557.3k shares |
| SIMPLEX TRADING, LLC | Added | $192.7m473.6k shares |
| Twin Tree Management, LP | Added | $180.4m443.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $175.0m430.1k shares |
| CITIGROUP INC | Reduced | $169.4m416.5k shares |
| Eisler Capital (UK) Ltd. | Added | $161.5m396.9k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 1.13% of their portfolio | 144.1m $58.6bn | Reduced -2.4m |
| BlackRock Inc. 0.99% of their portfolio | 107.3m $43.6bn | Reduced -250.2k |
| STATE STREET CORP 1.23% of their portfolio | 69.3m $28.2bn | Reduced -187.9k |
| GEODE CAPITAL MANAGEMENT, LLC 1.28% of their portfolio | 35.8m $14.5bn | Added +502.0k |
| MORGAN STANLEY 0.79% of their portfolio | 25.0m $10.2bn | Reduced -48.0m |
| GATES FOUNDATION TRUST 21.01% of their portfolio | 24.6m $10.0bn | Added +7.3m |
| JPMORGAN CHASE & CO 0.37% of their portfolio | 21.2m $8.6bn | Added +290.7k |
| NORTHERN TRUST CORP 1.07% of their portfolio | 15.7m $6.4bn | Reduced -30.7k |
| Bank of New York Mellon Corp 0.99% of their portfolio | 12.8m $5.2bn | Reduced -42.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.53% of their portfolio | 11.0m $4.5bn | Added +173.8k |
| NORGES BANK 0.65% of their portfolio | 10.7m $4.3bn | Reduced -179.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.81% of their portfolio | 10.4m $4.2bn | Added +194.2k |
| BANK OF AMERICA CORP /DE/ 0.39% of their portfolio | 10.1m $4.1bn | Added +137.6k |
| ROYAL BANK OF CANADA 0.97% of their portfolio | 9.9m $4.0bn | Added +47.1k |
| FMR LLC 0.25% of their portfolio | 9.6m $3.9bn | Reduced -1.1m |
| GOLDMAN SACHS GROUP INC 0.62% of their portfolio | 7.8m $3.2bn | Added +324.1k |
| DIMENSIONAL FUND ADVISORS LP 0.82% of their portfolio | 7.7m $3.1bn | Added +459.5k |
| BARCLAYS PLC 1.29% of their portfolio | 6.9m $2.8bn | Reduced -43.9k |
| Legal & General Group Plc 0.73% of their portfolio | 6.4m $2.6bn | Reduced -374.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% of their portfolio | 6.2m $2.5bn | Added +1.2m |
| Nuveen Asset Management, LLC 0.72% of their portfolio | 6.1m $2.5bn | Reduced -272.2k |
| UBS Group AG 0.69% of their portfolio | 5.5m $2.2bn | Added +637.5k |
| FLOSSBACH VON STORCH SE 8.84% of their portfolio | 5.2m $2.1bn | Reduced -177.0k |
| WELLS FARGO & COMPANY/MN 0.52% of their portfolio | 5.0m $2.0bn | Added +116.8k |
| California Public Employees Retirement System 1.46% of their portfolio | 4.9m $2.0bn | Reduced -95.1k |
| Invesco Ltd. 0.37% of their portfolio | 4.3m $1.8bn | Added +193.1k |
| Amundi 0.63% of their portfolio | 4.0m $1.6bn | Added +1.9m |
| H&H International Investment, LLC 9.54% of their portfolio | 3.9m $1.6bn | Reduced -193.1k |
| Swiss National Bank 1.08% of their portfolio | 3.9m $1.6bn | Reduced -44.1k |
| ALLIANCEBERNSTEIN L.P. 0.53% of their portfolio | 3.7m $1.5bn | Added +196.3k |
| HSBC HOLDINGS PLC 0.95% of their portfolio | 3.6m $1.5bn | Added +98.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.95% of their portfolio | 3.2m $1.3bn | Added +11.2k |
| RHUMBLINE ADVISERS 1.20% of their portfolio | 3.1m $1.3bn | Reduced -62.2k |
| BANK OF MONTREAL /CAN/ 0.39% of their portfolio | 3.1m $1.3bn | Added +306.6k |
| DEUTSCHE BANK AG\ 0.57% of their portfolio | 3.1m $1.3bn | Added +386.9k |
| NEUBERGER BERMAN GROUP LLC 0.97% of their portfolio | 2.9m $1.2bn | Reduced -120.4k |
| Artisan Partners Limited Partnership 1.74% of their portfolio | 2.8m $1.1bn | Added +210 |
| Boston Partners 1.38% of their portfolio | 2.7m $1.1bn | Reduced -7.0k |
| Creative Planning 1.17% of their portfolio | 2.7m $1.1bn | Added +15.3k |
| Assenagon Asset Management S.A. 2.67% of their portfolio | 2.6m $1.1bn | Reduced -232.0k |
| RAYMOND JAMES & ASSOCIATES 0.66% of their portfolio | 2.5m $1.0bn | Added +27.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 1.28% of their portfolio | 2.4m $972.7m | Reduced -34.7k |
| Baird Financial Group, Inc. 1.97% of their portfolio | 2.3m $948.1m | Added +79.2k |
| LPL Financial LLC 0.46% of their portfolio | 2.3m $928.8m | Added +160.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.08% of their portfolio | 2.2m $881.0m | Reduced -20.1k |
| HighTower Advisors, LLC 1.36% of their portfolio | 2.2m $877.2m | Reduced -15.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.52% of their portfolio | 2.1m $871.7m | Reduced -59.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 1.04% of their portfolio | 2.1m $856.4m | Added +225.7k |
| Capital Research Global Investors 0.18% of their portfolio | 2.0m $833.8m | Added +91.1k |
| Corient Private Wealth LP 1.44% of their portfolio | 2.0m $823.7m | Added +1.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.76% of their portfolio | 2.0m $815.2m | Reduced -70.0k |
| FIRST MANHATTAN CO. LLC. 2.59% of their portfolio | 2.0m $806.7m | Added +4.3k |
| National Pension Service 0.93% of their portfolio | 2.0m $805.8m | Added +40.4k |
| Rothschild & Co Wealth Management UK Ltd 13.72% of their portfolio | 2.0m $805.3m | Added +29.8k |
| Swedbank AB 1.05% of their portfolio | 1.9m $784.2m | Added +545 |
| PRUDENTIAL FINANCIAL INC 1.13% of their portfolio | 1.8m $749.9m | Reduced -215.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 1.35% of their portfolio | 1.8m $730.2m | Reduced -11.6k |
| AMERIPRISE FINANCIAL INC 0.20% of their portfolio | 1.8m $722.2m | Reduced -67.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1.41% of their portfolio | 1.8m $715.2m | Reduced -187.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1.49% of their portfolio | 1.7m $706.7m | Reduced -88.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 1.09% of their portfolio | 1.7m $688.3m | Added +42.6k |
| CITIGROUP INC 0.64% of their portfolio | 1.6m $670.8m | Added +266.8k |
| BROWN BROTHERS HARRIMAN & CO 4.95% of their portfolio | 1.6m $657.0m | Reduced -204.3k |
| Markel Group Inc. 6.13% of their portfolio | 1.5m $623.2m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.67% of their portfolio | 1.5m $621.7m | Added +155.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.61% of their portfolio | 1.5m $617.7m | Added +84.7k |
| Chevy Chase Trust Holdings, LLC 1.87% of their portfolio | 1.4m $587.6m | Reduced -22.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 1.4m $582.4m | Reduced -266.3k |
| LONDON CO OF VIRGINIA 3.21% of their portfolio | 1.4m $571.1m | Reduced -78.7k |
| GARDNER RUSSO & QUINN LLC 5.97% of their portfolio | 1.4m $565.6m | Reduced -74.2k |
| Raymond James Financial Services Advisors, Inc. 0.79% of their portfolio | 1.4m $554.5m | Added +31.5k |
| CANADA LIFE ASSURANCE Co 1.02% of their portfolio | 1.3m $541.9m | Added +70.0k |
| BROWN ADVISORY INC 0.67% of their portfolio | 1.3m $510.1m | Added +44.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.18% of their portfolio | 1.2m $505.1m | Added +17.0k |
| CHECK CAPITAL MANAGEMENT INC/CA 36.48% of their portfolio | 1.2m $498.9m | Added +23.0k |
| Caisse de depot et placement du Quebec 1.16% of their portfolio | 1.2m $479.4m | Added +407.5k |
| Ensign Peak Advisors, Inc 0.82% of their portfolio | 1.1m $448.7m | Reduced -41.2k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 1.1m $442.1m | Added +54.6k |
| FIL Ltd 0.43% of their portfolio | 1.1m $434.4m | Added +12.4k |
| PNC Financial Services Group, Inc. 0.29% of their portfolio | 1.1m $433.5m | Reduced -41.2k |
| NATIONAL BANK OF CANADA /FI/ 0.64% of their portfolio | 1.0m $413.9m | Added +104.6k |
| Korea Investment CORP 1.04% of their portfolio | 1.0m $413.1m | Reduced -56.6k |
| STIFEL FINANCIAL CORP 0.46% of their portfolio | 1.0m $409.4m | Added +62.7k |
| TETRAD CORP 82.24% of their portfolio | 1.0m $406.8m | Unchanged |
| Mariner, LLC 0.79% of their portfolio | 999.2k $406.5m | Added +21.8k |
| APG Asset Management N.V. 0.68% of their portfolio | 997.3k $378.5m | Reduced -167.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 979.5k $398.5m | Reduced -58.5k |
| Qube Research & Technologies Ltd 0.72% of their portfolio | 964.0k $392.2m | Added +543.0k |
| TORONTO DOMINION BANK 0.62% of their portfolio | 945.1k $384.5m | Reduced -156.1k |
| JANE STREET GROUP, LLC 0.42% of their portfolio | 941.6k $383.0m | Added +811.8k |
| CIBC WORLD MARKET INC. 0.95% of their portfolio | 939.7k $382.3m | Added +243.5k |
| Mesirow Financial Investment Management, Inc. 8.54% of their portfolio | 932.0k $379.2m | Added +3.7k |
| Rathbones Group PLC 2.05% of their portfolio | 926.9k $377.1m | Added +7.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.96% of their portfolio | 921.7k $375.0m | Reduced -64.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.87% of their portfolio | 898.9k $365.7m | Added +170.1k |
| Himalaya Capital Management LLC 14.26% of their portfolio | 897.7k $365.2m | Unchanged |
| Douglass Winthrop Advisors, LLC 7.38% of their portfolio | 889.3k $361.8m | Reduced -8.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1.40% of their portfolio | 881.1k $358.5m | Reduced -12.4k |
| OSAIC HOLDINGS, INC. 0.82% of their portfolio | 852.0k $346.6m | Reduced -157.6k |
| Treasurer of the State of North Carolina 1.44% of their portfolio | 834.7k $339.6m | Reduced -5.9k |