Holders over time
- BRK-B
- V
| Quarter | BRK-B | V |
|---|---|---|
| Q3 2020 | 28 holders, $12.7bn | 55 holders, $62.2bn |
| Q4 2020 | 32 holders, $12.3bn | 52 holders, $67.1bn |
| Q1 2021 | 31 holders, $12.3bn | 58 holders, $64.5bn |
| Q2 2021 | 33 holders, $13.1bn | 52 holders, $69.3bn |
| Q3 2021 | 33 holders, $13.3bn | 56 holders, $63.6bn |
| Q4 2021 | 34 holders, $14.4bn | 47 holders, $58.0bn |
| Q1 2022 | 29 holders, $16.7bn | 59 holders, $61.8bn |
| Q2 2022 | 38 holders, $14.5bn | 57 holders, $55.2bn |
| Q3 2022 | 28 holders, $14.0bn | 57 holders, $50.7bn |
| Q4 2022 | 31 holders, $16.4bn | 54 holders, $59.4bn |
| Q1 2023 | 26 holders, $16.8bn | 55 holders, $64.0bn |
| Q2 2023 | 29 holders, $16.8bn | 54 holders, $65.2bn |
| Q3 2023 | 34 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 29 holders, $16.8bn | 48 holders, $68.6bn |
| Q1 2024 | 31 holders, $19.3bn | 50 holders, $73.1bn |
| Q2 2024 | 32 holders, $18.7bn | 45 holders, $69.5bn |
| Q3 2024 | 27 holders, $21.2bn | 47 holders, $70.5bn |
| Q4 2024 | 33 holders, $21.1bn | 48 holders, $77.6bn |
| Q1 2025 | 31 holders, $26.6bn | 43 holders, $83.5bn |
| Q2 2025 | 39 holders, $21.6bn | 45 holders, $83.4bn |
| Q3 2025 | 41 holders, $23.7bn | 48 holders, $82.8bn |
| Q4 2025 | 36 holders, $23.3bn | 49 holders, $86.0bn |
| Q1 2026 | 36 holders, $26.6bn | 49 holders, $73.3bn |
| Q2 2026 | 41 holders, $28.5bn | 52 holders, $81.9bn |
Berkshire Hathaway Inc Del
- Holders
- 29
- Reported value
- $16.8bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 among 93 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $68.6bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 93 comparable managers.
Who holds both, Q4 2023
Both (23)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BRK-B (6)
First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Verition Fund Management LLC
Only V (25)
Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Egerton Capital UK LLP, Farallon Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Walleye Capital LLC
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.