Vault-13

Berkshire Hat A 100th

COM · CUSIP 084990175

4 institutional holders -30 vs Q4 2024
5555 shares reported held*
$43.9mreported value*
0 new 0 added 3 reduced 30 sold out net sold ≈ $62.5bn (-78.3k 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. Holder counts are more reliable. Implied quarter-end price ≈ $798393.65.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 39Q1 23: 37Q2 23: 40Q3 23: 41Q4 23: 37Q1 24: 35Q2 24: 36Q3 24: 36Q4 24: 34Q1 25: 44Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202239
Q4 202239
Q1 202337
Q2 202340
Q3 202341
Q4 202337
Q1 202435
Q2 202436
Q3 202436
Q4 202434
Q1 20254

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 10 bought or addedQ2 23: 2 cut or sold outQ3 23: 6 bought or addedQ3 23: 7 cut or sold outQ3 23Q4 23: 3 bought or addedQ4 23: 5 cut or sold outQ1 24: 2 bought or addedQ1 24: 6 cut or sold outQ1 24Q2 24: 4 bought or addedQ2 24: 4 cut or sold outQ3 24: 2 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 4 bought or addedQ4 24: 6 cut or sold outQ1 25: 0 bought or addedQ1 25: 33 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023102
Q3 202367
Q4 202335
Q1 202426
Q2 202444
Q3 202424
Q4 202446
Q1 2025033

Biggest buyers

None

Biggest sellers

Baldwin Investment Management, LLC Sold out -55,800-55.8k
Accredited Investors Inc. Sold out -8,000-8.0k
Prodigy Asset Management LLC Reduced -5,054-5.1k
Douglass Winthrop Advisors, LLC Sold out -1,500-1.5k
CORTLAND ASSOCIATES INC/MO Sold out -1,400-1.4k
Jupiter Wealth Management LLC Sold out -1,100-1.1k
Whitegate Investment Counselors, Inc. Sold out -800-800
Unconventional Investor, LLC Reduced -693-693
VESTOR CAPITAL, LLC Sold out -600-600
Williams Jones Wealth Management, LLC. Sold out -300-300

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Prodigy Asset Management LLC 29.68% of their portfolio OMAHA, NE 4646 $36.7m $36.7m 29.68% Reduced -5.1k -5,054
2 Unconventional Investor, LLC 3.30% of their portfolio PORTSMOUTH, NH 77 $5.6m $5.6m 3.30% Reduced -693 -693
3 Lesa Sroufe & Co 0.80% of their portfolio SEATTLE, WA 11 $798.0k $798.0k 0.80% First filing
4 Kathleen S. Wright Associates Inc. 0.33% of their portfolio PITTSBURGH, PA 11 $796.2k $796.2k 0.33% Reduced -99 -99