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
- 32
- Reported value
- $18.7bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 94 comparable managers.
Visa Inc
- Holders
- 45
- Reported value
- $69.5bn
- Buyers
- 28
- Sellers
- 17
Breadth +11 among 94 comparable managers.
Who holds both, Q2 2024
Both (28)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only BRK-B (4)
Citadel Advisors LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Ruane Cunniff & Goldfarb LP
Only V (17)
Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments 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.