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
- 31
- Reported value
- $19.3bn
- Buyers
- 15
- Sellers
- 14
Breadth +1 among 93 comparable managers.
Visa Inc
- Holders
- 50
- Reported value
- $73.1bn
- Buyers
- 17
- Sellers
- 31
Breadth -14 among 93 comparable managers.
Who holds both, Q1 2024
Both (26)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only BRK-B (5)
First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Verition Fund Management LLC
Only V (24)
Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Voloridge Investment Management 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.