Holders over time
- BRK-B
- BAC
| Quarter | BRK-B | BAC |
|---|---|---|
| Q3 2020 | 28 holders, $12.7bn | 33 holders, $48.3bn |
| Q4 2020 | 32 holders, $12.3bn | 36 holders, $60.7bn |
| Q1 2021 | 31 holders, $12.3bn | 33 holders, $77.6bn |
| Q2 2021 | 33 holders, $13.1bn | 30 holders, $83.1bn |
| Q3 2021 | 33 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 34 holders, $14.4bn | 30 holders, $82.8bn |
| Q1 2022 | 29 holders, $16.7bn | 39 holders, $74.0bn |
| Q2 2022 | 38 holders, $14.5bn | 40 holders, $54.7bn |
| Q3 2022 | 28 holders, $14.0bn | 36 holders, $53.0bn |
| Q4 2022 | 31 holders, $16.4bn | 33 holders, $59.0bn |
| Q1 2023 | 26 holders, $16.8bn | 32 holders, $50.5bn |
| Q2 2023 | 29 holders, $16.8bn | 37 holders, $49.0bn |
| Q3 2023 | 34 holders, $17.2bn | 36 holders, $46.0bn |
| Q4 2023 | 29 holders, $16.8bn | 34 holders, $56.6bn |
| Q1 2024 | 31 holders, $19.3bn | 35 holders, $64.4bn |
| Q2 2024 | 32 holders, $18.7bn | 35 holders, $68.9bn |
| Q3 2024 | 27 holders, $21.2bn | 43 holders, $60.8bn |
| Q4 2024 | 33 holders, $21.1bn | 43 holders, $63.8bn |
| Q1 2025 | 31 holders, $26.6bn | 40 holders, $59.8bn |
| Q2 2025 | 39 holders, $21.6bn | 44 holders, $67.4bn |
| Q3 2025 | 41 holders, $23.7bn | 44 holders, $72.1bn |
| Q4 2025 | 36 holders, $23.3bn | 41 holders, $68.5bn |
| Q1 2026 | 36 holders, $26.6bn | 39 holders, $59.5bn |
| Q2 2026 | 41 holders, $28.5bn | 37 holders, $64.8bn |
Berkshire Hathaway Inc Del
- Holders
- 29
- Reported value
- $16.8bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 among 93 comparable managers.
Bank of Amer Corp
- Holders
- 34
- Reported value
- $56.6bn
- Buyers
- 16
- Sellers
- 18
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only BRK-B (8)
Akre Capital Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Markel Group Inc, Millennium Management LLC, Ruane Cunniff & Goldfarb LP
Only BAC (13)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Walleye Capital LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.