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 ($1.1bn this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $454.53. Options: 57 managers hold calls ($10.6bn notional), 66 hold puts ($6.5bn).
Trends to Q3 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 |
| Q3 2024 | 4,107 |
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 |
| Q3 2024 | 1,768 | 1,706 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $6.6bn | $4.2bn | 0.64 |
| Q1 2024 | $8.8bn | $4.8bn | 0.55 |
| Q2 2024 | $8.5bn | $4.8bn | 0.57 |
| Q3 2024 | $10.6bn | $6.5bn | 0.61 |
Biggest buyers
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +8.5m |
| JPMORGAN CHASE & CO | Added | +6.8m |
| VANGUARD GROUP INC | Added | +2.3m |
| MORGAN STANLEY | Added | +1.6m |
| Pathway Financial Advisers, LLC | Added | +1.5m |
| STATE STREET CORP | Added | +1.2m |
| Amundi | Added | +977.8k |
| Invesco Ltd. | Added | +923.9k |
| TETRAD CORP | Added | +923.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +905.8k |
Biggest sellers
| NORGES BANK | Reduced | -2.9m |
| Boston Partners | Reduced | -2.7m |
| GATES FOUNDATION TRUST | Reduced | -2.5m |
| APG Asset Management N.V. | Sold out | -997.3k |
| JANE STREET GROUP, LLC | Reduced | -906.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold out | -881.1k |
| BSN CAPITAL PARTNERS Ltd | Sold out | -765.0k |
| FLOSSBACH VON STORCH SE | Reduced | -691.7k |
| Strategic Financial Concepts, LLC | Reduced | -645.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -493.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8bn6.0m shares |
| CHECK CAPITAL MANAGEMENT INC/CA | Reduced | $1.8bn4.0m shares |
| CITADEL ADVISORS LLC | Added | $1.3bn2.9m shares |
| JANE STREET GROUP, LLC | Added | $793.2m1.7m shares |
| WOLVERINE TRADING, LLC | Added | $509.9m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $422.3m917.6k shares |
| SIMPLEX TRADING, LLC | Added | $398.4m865.5k shares |
| Walleye Trading LLC | Added | $324.1m704.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $322.3m700.2k shares |
| UBS Group AG | Added | $267.5m581.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3bn2.8m shares |
| CITADEL ADVISORS LLC | Added | $712.7m1.5m shares |
| JPMORGAN CHASE & CO | Added | $542.6m1.2m shares |
| UBS Group AG | Added | $397.1m862.8k shares |
| SIMPLEX TRADING, LLC | Added | $282.5m613.8k shares |
| Eisler Capital (UK) Ltd. | Added | $262.4m570.1k shares |
| CITIGROUP INC | Added | $259.8m564.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $238.2m517.5k shares |
| Hudson Bay Capital Management LP | Added | $220.9m480.0k shares |
| JANE STREET GROUP, LLC | Reduced | $217.3m472.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 1.21% of their portfolio | 146.4m $67.4bn | Added +2.3m |
| BlackRock, Inc. 1.06% of their portfolio | 109.9m $50.6bn | First filing |
| STATE STREET CORP 1.32% of their portfolio | 70.5m $32.4bn | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 1.37% of their portfolio | 36.7m $16.9bn | Added +905.8k |
| JPMORGAN CHASE & CO 0.52% of their portfolio | 28.0m $12.9bn | Added +6.8m |
| MORGAN STANLEY 0.89% of their portfolio | 26.6m $12.2bn | Added +1.6m |
| GATES FOUNDATION TRUST 22.60% of their portfolio | 22.1m $10.2bn | Reduced -2.5m |
| NORTHERN TRUST CORP 1.15% of their portfolio | 15.3m $7.1bn | Reduced -359.9k |
| Bank of New York Mellon Corp 1.08% of their portfolio | 12.6m $5.8bn | Reduced -181.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.58% of their portfolio | 11.0m $5.1bn | Reduced -5.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.93% of their portfolio | 10.6m $4.9bn | Added +155.2k |
| FMR LLC 0.29% of their portfolio | 10.5m $4.8bn | Added +851.4k |
| BANK OF AMERICA CORP /DE/ 0.40% of their portfolio | 9.9m $4.6bn | Reduced -206.6k |
| ROYAL BANK OF CANADA 0.97% of their portfolio | 9.5m $4.4bn | Reduced -381.4k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 8.5m $18.4k | Added +8.5m |
| GOLDMAN SACHS GROUP INC 0.69% of their portfolio | 7.8m $3.6bn | Reduced -7.8k |
| NORGES BANK 0.50% of their portfolio | 7.8m $3.6bn | Reduced -2.9m |
| BARCLAYS PLC 1.56% of their portfolio | 7.7m $3.5bn | Added +820.1k |
| DIMENSIONAL FUND ADVISORS LP 0.84% of their portfolio | 7.5m $3.5bn | Reduced -185.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% of their portfolio | 6.2m $2.8bn | Reduced -36.7k |
| Legal & General Group Plc 0.75% of their portfolio | 6.2m $2.8bn | Reduced -175.7k |
| Nuveen Asset Management, LLC 0.77% of their portfolio | 6.0m $2.8bn | Reduced -108.1k |
| UBS Group AG 0.72% of their portfolio | 5.6m $2.6bn | Added +135.3k |
| Invesco Ltd. 0.47% of their portfolio | 5.3m $2.4bn | Added +923.9k |
| WELLS FARGO & COMPANY/MN 0.56% of their portfolio | 5.0m $2.3bn | Added +43.9k |
| Amundi 0.84% of their portfolio | 5.0m $2.3bn | Added +977.8k |
| California Public Employees Retirement System 1.58% of their portfolio | 4.9m $2.3bn | Added +33.9k |
| FLOSSBACH VON STORCH SE 8.10% of their portfolio | 4.5m $2.1bn | Reduced -691.7k |
| Swiss National Bank 1.18% of their portfolio | 3.9m $1.8bn | Added +49.6k |
| HSBC HOLDINGS PLC 1.11% of their portfolio | 3.9m $1.8bn | Added +224.1k |
| H&H International Investment, LLC 10.52% of their portfolio | 3.8m $1.7bn | Reduced -117.0k |
| BANK OF MONTREAL /CAN/ 0.75% of their portfolio | 3.5m $1.6bn | Added +427.5k |
| ALLIANCEBERNSTEIN L.P. 0.53% of their portfolio | 3.4m $1.6bn | Reduced -305.8k |
| Sumitomo Mitsui Trust Group, Inc. 1.03% of their portfolio | 3.2m $1.5bn | Added +77.5k |
| RHUMBLINE ADVISERS 1.28% of their portfolio | 3.1m $1.4bn | Reduced -57.9k |
| NEUBERGER BERMAN GROUP LLC 1.06% of their portfolio | 2.9m $1.4bn | Added +33.0k |
| DEUTSCHE BANK AG\ 0.55% of their portfolio | 2.9m $1.3bn | Reduced -154.7k |
| Assenagon Asset Management S.A. 2.75% of their portfolio | 2.9m $1.3bn | Added +261.5k |
| Creative Planning 1.23% of their portfolio | 2.7m $1.2bn | Added +17.9k |
| Artisan Partners Limited Partnership 1.85% of their portfolio | 2.7m $1.2bn | Reduced -125.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.63% of their portfolio | 2.5m $1.1bn | Added +353.1k |
| LPL Financial LLC 0.51% of their portfolio | 2.5m $1.1bn | Added +210.8k |
| RAYMOND JAMES & ASSOCIATES 0.69% of their portfolio | 2.5m $1.1bn | Reduced -1.7k |
| Capital Research Global Investors 0.23% of their portfolio | 2.4m $1.1bn | Added +323.0k |
| Baird Financial Group, Inc. 2.11% of their portfolio | 2.4m $1.1bn | Added +27.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.95% of their portfolio | 2.4m $1.1bn | Added +353.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 1.14% of their portfolio | 2.3m $1.1bn | Added +210.2k |
| National Pension Service 1.02% of their portfolio | 2.3m $1.1bn | Added +315.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 1.39% of their portfolio | 2.2m $1.0bn | Reduced -153.0k |
| HighTower Advisors, LLC 1.43% of their portfolio | 2.2m $997.7m | Added +8.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.16% of their portfolio | 2.2m $996.6m | Reduced -393 |
| BNP PARIBAS FINANCIAL MARKETS 0.96% of their portfolio | 2.1m $981.8m | Added +604.8k |
| Corient Private Wealth LP 1.41% of their portfolio | 1.9m $896.2m | Reduced -77.7k |
| FIRST MANHATTAN CO. LLC. 2.66% of their portfolio | 1.9m $895.5m | Reduced -37.5k |
| TETRAD CORP 90.17% of their portfolio | 1.9m $885.1m | Added +923.1k |
| PRUDENTIAL FINANCIAL INC 1.18% of their portfolio | 1.8m $837.2m | Reduced -24.3k |
| Swedbank AB 1.07% of their portfolio | 1.8m $837.0m | Reduced -109.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 1.42% of their portfolio | 1.7m $802.4m | Reduced -51.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1.52% of their portfolio | 1.7m $797.4m | Reduced -25.5k |
| Rothschild & Co Wealth Management UK Ltd 12.62% of their portfolio | 1.7m $794.6m | Reduced -253.2k |
| AMERIPRISE FINANCIAL INC 0.20% of their portfolio | 1.7m $782.9m | Reduced -74.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1.60% of their portfolio | 1.7m $776.9m | Reduced -49.3k |
| Caisse de depot et placement du Quebec 1.48% of their portfolio | 1.6m $744.0m | Added +438.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 1.10% of their portfolio | 1.6m $726.4m | Reduced -113.8k |
| Pathway Financial Advisers, LLC 0.00% of their portfolio | 1.6m $3.4k | Added +1.5m |
| Markel Group Inc. 6.35% of their portfolio | 1.5m $705.1m | Unchanged |
| BROWN BROTHERS HARRIMAN & CO 4.70% of their portfolio | 1.5m $691.2m | Reduced -113.2k |
| CITIGROUP INC 0.62% of their portfolio | 1.5m $670.5m | Reduced -192.1k |
| Chevy Chase Trust Holdings, LLC 2.03% of their portfolio | 1.4m $663.6m | Reduced -2.7k |
| CANADA LIFE ASSURANCE Co 1.11% of their portfolio | 1.4m $638.7m | Added +55.0k |
| Raymond James Financial Services Advisors, Inc. 0.83% of their portfolio | 1.4m $623.9m | Reduced -7.5k |
| GARDNER RUSSO & QUINN LLC 6.35% of their portfolio | 1.3m $618.1m | Reduced -47.4k |
| LONDON CO OF VIRGINIA 3.21% of their portfolio | 1.3m $610.2m | Reduced -78.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 1.3m $577.2m | Reduced -177.5k |
| BROWN ADVISORY INC 0.72% of their portfolio | 1.2m $571.2m | Reduced -12.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.18% of their portfolio | 1.2m $564.0m | Reduced -16.1k |
| FIL Ltd 0.48% of their portfolio | 1.1m $527.5m | Added +78.3k |
| ACADIAN ASSET MANAGEMENT LLC 1.60% of their portfolio | 1.1m $514.0m | Added +574.4k |
| CHECK CAPITAL MANAGEMENT INC/CA 36.52% of their portfolio | 1.1m $512.9m | Reduced -111.9k |
| NATIONAL BANK OF CANADA /FI/ 0.68% of their portfolio | 1.1m $509.7m | Added +85.1k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 1.1m $506.5m | Added +14.5k |
| Ensign Peak Advisors, Inc 0.88% of their portfolio | 1.1m $497.8m | Reduced -21.5k |
| PNC Financial Services Group, Inc. 0.31% of their portfolio | 1.1m $488.9m | Reduced -3.5k |
| Korea Investment CORP 1.15% of their portfolio | 1.1m $485.4m | Added +39.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.46% of their portfolio | 1.1m $484.8m | Reduced -465.1k |
| STIFEL FINANCIAL CORP 0.51% of their portfolio | 1.1m $484.7m | Added +46.8k |
| Mariner, LLC 0.84% of their portfolio | 1.0m $474.7m | Added +32.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.97% of their portfolio | 978.7k $450.4m | Added +79.7k |
| Rathbones Group PLC 2.21% of their portfolio | 952.4k $438.3m | Added +25.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.08% of their portfolio | 950.5k $437.5m | Added +28.8k |
| Mesirow Financial Investment Management, Inc. 8.39% of their portfolio | 941.7k $433.4m | Added +9.7k |
| DANSKE BANK A/S 1.44% of their portfolio | 938.0k $431.7m | Added +132.2k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.68% of their portfolio | 904.1k $416.1m | Added +241.0k |
| Himalaya Capital Management LLC 16.71% of their portfolio | 897.7k $413.2m | Unchanged |
| Douglass Winthrop Advisors, LLC 7.72% of their portfolio | 880.0k $405.0m | Reduced -9.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.40% of their portfolio | 862.4k $394.5m | Added +35.1k |
| TORONTO DOMINION BANK 0.70% of their portfolio | 856.1k $394.0m | Reduced -89.0k |
| OSAIC HOLDINGS, INC. 0.87% of their portfolio | 834.9k $384.3m | Reduced -17.1k |
| TD Asset Management Inc 0.34% of their portfolio | 832.9k $381.0m | Added +48.3k |
| Treasurer of the State of North Carolina 1.51% of their portfolio | 821.8k $378.3m | Reduced -12.9k |