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
- 27
- Reported value
- $21.2bn
- Buyers
- 15
- Sellers
- 12
Breadth +3 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (22)
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, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BRK-B (5)
Element Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP
Only V (25)
Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, Viking Global Investors LP, Voloridge Investment Management 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.