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
- 41
- Reported value
- $28.5bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 91 comparable managers.
Bank of Amer Corp
- Holders
- 37
- Reported value
- $64.8bn
- Buyers
- 19
- Sellers
- 29
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World 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, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BRK-B (11)
Akre Capital Management LLC, Baillie Gifford & Co, Citadel Advisors LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Markel Group Inc, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, 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.