State Street Amends Berkshire Hathaway Holdings on 12/31/23
Ticker: BRK-A · Form: SC 13G/A · Filed: Jan 29, 2024 · CIK: 1067983
| Field | Detail |
|---|---|
| Company | Berkshire Hathaway INC (BRK-A) |
| Form Type | SC 13G/A |
| Filed Date | Jan 29, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, form-13g, passive-investment
TL;DR
**State Street updated its Berkshire Hathaway holdings, confirming continued institutional ownership.**
AI Summary
State Street Corporation filed an amended SC 13G/A on January 29, 2024, indicating its ownership of Berkshire Hathaway Inc. common stock as of December 31, 2023. This filing is an amendment, meaning State Street previously reported its holdings and is updating that information. While the specific percentage or number of shares is not detailed in the provided text, the filing confirms State Street's continued significant institutional ownership in Berkshire Hathaway, which can influence stock stability and investor confidence.
Why It Matters
This filing confirms State Street Corporation's ongoing institutional investment in Berkshire Hathaway, signaling continued confidence from a major financial player. For investors, large institutional holdings can contribute to stock stability and liquidity.
Risk Assessment
Risk Level: low — This is a routine amendment filing by an institutional investor, indicating no immediate or significant risk to the stock.
Analyst Insight
This filing is a routine update from a major institutional investor. Smart investors would note State Street's continued presence but understand that this specific filing doesn't provide new actionable insights regarding buying or selling Berkshire Hathaway stock, as it lacks specific share count or percentage changes.
Key Players & Entities
- State Street Corporation (company) — the reporting person and institutional investor
- Berkshire Hathaway Inc. (company) — the issuer of the common stock being reported
- 084670702 (number) — the CUSIP number for Berkshire Hathaway Inc. common stock
- December 31, 2023 (date) — the date of the event requiring the filing
- January 29, 2024 (date) — the filing date of the SC 13G/A
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an 'amended filing' under Schedule 13G of the Securities Exchange Act of 1934, as stated in the filing.
Who is the 'Reporting Person' in this filing?
The 'Reporting Person' is State Street Corporation, as explicitly stated on page 2 of 5 of the filing.
What is the 'Name of Issuer' for the securities reported?
The 'Name of Issuer' is BERKSHIRE HATHAWAY INC, as indicated on the first page of the Schedule 13G.
What is the CUSIP number for the class of securities being reported?
The CUSIP number for the common stock of Berkshire Hathaway Inc. is 084670702, as listed in the filing.
What was the 'Date of Event Which Requires Filing of This Statement'?
The 'Date of Event Which Requires Filing of This Statement' was 12/31/2023, according to the filing.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 29, 2024 regarding BERKSHIRE HATHAWAY INC (BRK-A).