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
- 39
- Reported value
- $21.6bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 95 comparable managers.
Bank of Amer Corp
- Holders
- 44
- Reported value
- $67.4bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 95 comparable managers.
Who holds both, Q2 2025
Both (29)
Acadian Asset 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BRK-B (10)
Akre Capital Management LLC, Balyasny Asset Management LLC, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Markel Group Inc, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Voloridge Investment Management LLC
Only BAC (15)
Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, D1 Capital Partners LP, Freestone Grove Partners LP, Jane Street Group LLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital 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.