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
- 33
- Reported value
- $21.1bn
- Buyers
- 19
- Sellers
- 12
Breadth +7 among 94 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $77.6bn
- Buyers
- 15
- Sellers
- 26
Breadth -11 among 94 comparable managers.
Who holds both, Q4 2024
Both (28)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BRK-B (5)
Eisler Capital Management Ltd, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Ruane Cunniff & Goldfarb LP
Only V (20)
Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Investments LP, ValueAct Holdings LP, 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.