Holders over time
- BRK-B
- BAC
| Quarter | BRK-B | BAC |
|---|---|---|
| Q3 2020 | 28 holders, $12.7bn | 33 holders, $48.3bn |
| Q4 2020 | 32 holders, $12.3bn | 36 holders, $60.7bn |
| Q1 2021 | 31 holders, $12.3bn | 33 holders, $77.6bn |
| Q2 2021 | 33 holders, $13.1bn | 30 holders, $83.1bn |
| Q3 2021 | 33 holders, $13.3bn | 28 holders, $81.4bn |
| Q4 2021 | 34 holders, $14.4bn | 30 holders, $82.8bn |
| Q1 2022 | 29 holders, $16.7bn | 39 holders, $74.0bn |
| Q2 2022 | 38 holders, $14.5bn | 40 holders, $54.7bn |
| Q3 2022 | 28 holders, $14.0bn | 36 holders, $53.0bn |
| Q4 2022 | 31 holders, $16.4bn | 33 holders, $59.0bn |
| Q1 2023 | 26 holders, $16.8bn | 32 holders, $50.5bn |
| Q2 2023 | 29 holders, $16.8bn | 37 holders, $49.0bn |
| Q3 2023 | 34 holders, $17.2bn | 36 holders, $46.0bn |
| Q4 2023 | 29 holders, $16.8bn | 34 holders, $56.6bn |
| Q1 2024 | 31 holders, $19.3bn | 35 holders, $64.4bn |
| Q2 2024 | 32 holders, $18.7bn | 35 holders, $68.9bn |
| Q3 2024 | 27 holders, $21.2bn | 43 holders, $60.8bn |
| Q4 2024 | 33 holders, $21.1bn | 43 holders, $63.8bn |
| Q1 2025 | 31 holders, $26.6bn | 40 holders, $59.8bn |
| Q2 2025 | 39 holders, $21.6bn | 44 holders, $67.4bn |
| Q3 2025 | 41 holders, $23.7bn | 44 holders, $72.1bn |
| Q4 2025 | 36 holders, $23.3bn | 41 holders, $68.5bn |
| Q1 2026 | 36 holders, $26.6bn | 39 holders, $59.5bn |
| Q2 2026 | 41 holders, $28.5bn | 37 holders, $64.8bn |
Berkshire Hathaway Inc Del
- Holders
- 31
- Reported value
- $26.6bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 40
- Reported value
- $59.8bn
- Buyers
- 24
- Sellers
- 17
Breadth +7 among 95 comparable managers.
Who holds both, Q1 2025
Both (24)
Acadian Asset 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BRK-B (7)
Akre Capital Management LLC, First Eagle Investment Management LLC, Markel Group Inc, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only BAC (16)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, D1 Capital Partners LP, Eisler Capital Management Ltd, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Point72 Asset Management LP, Rokos Capital Management LLP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, 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.