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Berkshire Hathaway Inc

BRK.B
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001067983

In the last 90 days, Berkshire Hathaway Inc insiders filed 1 open-market purchase and 1 sale; 4,928 institutions reported holding it in 13F filings for Q2 2026, worth $460.4B in total; 13 superinvestors hold it, including Gates Foundation Trust and H&H International Investment.

Other share classesBRK.A

13F holders, Q4 2023

Institutional positions in Berkshire Hathaway Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,912
+334 vs. Q3 2023
Shares held
852.8M
+8.09M (+1.0%) vs. Q3 2023
Total value
$303.8B
+$8.13B (+2.8%) vs. Q3 2023
New holders
419
1,527 more added
Sold out
85
1,399 more reduced

62 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BRK.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 3,912 institutions
Q1 2021: 3,003 institutionsQ2 2021: 3,044 institutionsQ3 2021: 3,018 institutionsQ4 2021: 3,400 institutionsQ1 2022: 3,437 institutionsQ2 2022: 3,365 institutionsQ3 2022: 3,328 institutionsQ4 2022: 3,556 institutionsQ1 2023: 3,540 institutionsQ2 2023: 3,596 institutionsQ3 2023: 3,640 institutionsQ4 2023: 3,912 institutionsQ1 2024: 3,996 institutionsQ2 2024: 4,032 institutionsQ3 2024: 4,105 institutionsQ4 2024: 4,516 institutionsQ1 2025: 4,558 institutionsQ2 2025: 4,585 institutionsQ3 2025: 4,584 institutionsQ4 2025: 4,898 institutionsQ1 2026: 4,887 institutionsQ2 2026: 4,928 institutions
Value heldQ4 2023: $303.8B
Q1 2021: $225.5BQ2 2021: $243.1BQ3 2021: $233.6BQ4 2021: $253.0BQ1 2022: $300.8BQ2 2022: $228.8BQ3 2022: $223.1BQ4 2022: $259.6BQ1 2023: $257.1BQ2 2023: $287.0BQ3 2023: $296.6BQ4 2023: $303.8BQ1 2024: $356.9BQ2 2024: $349.5BQ3 2024: $396.3BQ4 2024: $395.0BQ1 2025: $467.6BQ2 2025: $425.8BQ3 2025: $439.7BQ4 2025: $452.2BQ1 2026: $436.4BQ2 2026: $460.4B
Institutions holding BRK.B and their total value by quarter
QuarterHoldersValue
Q2 20264,928$460.4B
Q1 20264,887$436.4B
Q4 20254,898$452.2B
Q3 20254,584$439.7B
Q2 20254,585$425.8B
Q1 20254,558$467.6B
Q4 20244,516$395.0B
Q3 20244,105$396.3B
Q2 20244,032$349.5B
Q1 20243,996$356.9B
Q4 20233,912$303.8B
Q3 20233,640$296.6B
Q2 20233,596$287.0B
Q1 20233,540$257.1B
Q4 20223,556$259.6B
Q3 20223,328$223.1B
Q2 20223,365$228.8B
Q1 20223,437$300.8B
Q4 20213,400$253.0B
Q3 20213,018$233.6B
Q2 20213,044$243.1B
Q1 20213,003$225.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2023.

Institutions holding BRK.B in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Capital Management, Inc.0$340.00%0Unchanged
Itau Unibanco Holding S.A.2$7150.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$1.07K0.00%00.0%Unchanged
DRH Investments, Inc.3$1.07K0.00%00.0%Unchanged
Ibex Wealth Advisors7$2.64K0.57%−7,036−99.9%Reduced
LFA - Lugano Financial Advisors SA10$3.57K0.00%−200−95.2%Reduced
a16z Perennial Management, L.P.10$3.57K0.00%+10New
Dogwood Wealth Management LLC10$3.68K0.00%+10New
Stone House Investment Management, LLC13$4.64K0.00%+13New
Wiser Advisor Group LLC14$4.99K0.01%+14New
Psagot Value Holdings Ltd. / (Israel)23$8.00K0.00%00.0%Unchanged
Birch Capital Management, LLC27$9.63K0.01%00.0%Unchanged
Caitlin John, LLC29$10.3K0.01%+29New
Solstein Capital, LLC30$10.7K0.01%00.0%Unchanged
ClariVest Asset Management LLC32$11.4K0.00%00.0%Unchanged
Headlands Technologies LLC34$12.1K0.00%−4,533−99.3%Reduced
Ravenstone Capital Management Inc.38$13.6K0.01%00.0%Unchanged
PayPay Securities Corp40$14.4K0.71%+1+2.6%Added
Wolff Wiese Magana LLC44$15.7K0.01%−296−87.1%Reduced
Livelsberger Financial Advisory50$17.8K0.02%+50New
Wyrmwood Management LLC50$17.8K17.07%+50New
Tfo-TDC, LLC51$18.2K0.00%−3,733−98.7%Reduced
Cooksen Wealth, LLC51$18.2K0.02%+51New
Wetzel Investment Advisors, Inc.53$19.0K0.01%+53New
EntryPoint Capital, LLC54$19.3K0.02%+54New
Team Financial Group, LLC59$21.0K0.02%00.0%Unchanged
POM Investment Strategies, LLC59$21.0K0.02%+59New
VitalStone Financial, LLC61$22.0K0.02%−1,207−95.2%Reduced
Altshuler Shaham Ltd72$25.7K0.00%−3−4.0%Reduced
Essex Investment Management Co LLC76$27.1K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.87$31.0K0.01%00.0%Unchanged
West Tower Group, LLC92$32.8K0.07%−296−76.3%Reduced
Valued Wealth Advisors LLC94$32.9K0.03%+94New
Bray Capital Advisors97$34.6K0.01%00.0%Unchanged
Capco Asset Management, LLC100$35.7K0.01%00.0%Unchanged
Luken Investment Analytics, LLC100$35.7K0.02%00.0%Unchanged
Richardson Capital Management LLC100$35.7K0.03%+100New
Northwest Bank & Trust Co106$37.8K0.03%+106New
MeadowBrook Investment Advisors LLC111$39.6K0.04%+111New
Newton One Investments LLC117$41.7K0.02%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC118$42.1K0.01%00.0%Unchanged
Gilfoyle & Co LLC111$42.2K6.29%+111New
Lowe Wealth Advisors, LLC120$42.8K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC124$44.2K0.04%+124New
Davidson Capital Management Inc.126$44.9K0.02%+126New
Kepos Capital LP126$45.0K0.01%+9+7.7%Added
REAP Financial Group, LLC137$48.9K0.01%+137New
Robinswood Financial LLC138$49.2K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC143$51.0K0.00%−19,519−99.3%Reduced
Impact Partnership Wealth, LLC144$51.4K0.02%−470−76.5%Reduced
Custom Portfolio Group LLC160$57.1K0.05%+160New
Eukles Asset Management170$60.6K0.03%00.0%Unchanged
Able Wealth Management LLC173$61.7K0.06%+173New
Laffer Tengler Investments174$62.1K0.02%−179−50.7%Reduced
AJOVista, LLC174$62.1K0.08%+174New
Gables Capital Management Inc.175$62.4K0.04%00.0%Unchanged
Manchester Capital Management LLC185$66.0K0.01%+185New
Pacific Capital Wealth Advisors, Inc187$66.8K0.02%+187New
Emfo, LLC193$68.8K0.06%00.0%Unchanged
Sycomore Asset Management200$71.0K0.02%00.0%Unchanged
CGC Financial Services, LLC200$71.3K0.03%−206−50.7%Reduced
Ameliora Wealth Management Ltd.200$71.3K0.04%00.0%Unchanged
Abich Financial Wealth Management LLC200$71.3K0.07%+200New
Marshall Wace, LLP202$72.0K0.00%−150,638−99.9%Reduced
Boyd Watterson Asset Management LLC207$73.8K0.03%00.0%Unchanged
Quarry LP217$77.4K0.04%+217New
True Wealth Design, LLC233$83.1K0.02%−11−4.5%Reduced
DAGCO, Inc.245$87.4K0.08%−47,376−99.5%Reduced
Richard W. Paul & Associates, LLC245$87.4K0.04%−11−4.3%Reduced
Dynamic Wealth Strategies, LLC245$87.4K0.08%+245New
Dougherty Wealth Advisers LLC254$90.6K0.08%−128−33.5%Reduced
Dakota Community Bank & Trust NA259$92.4K0.52%+14+5.7%Added
West Financial Advisors, LLC261$93.1K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.275$98.1K0.01%00.0%Unchanged
Silvant Capital Management LLC283$100.9K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC290$103.4K0.02%+290New
Ramirez Asset Management, Inc.300$107.0K0.02%00.0%Unchanged
Robinson Value Management, Ltd.310$110.6K0.07%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC316$112.7K0.05%+316New
Perritt Capital Management Inc322$114.8K0.06%−305−48.6%Reduced
Red Tortoise LLC328$117.0K0.07%−10−3.0%Reduced
First Financial Corp331$118.0K0.06%+16+5.1%Added
Thompson Investment Management, Inc.343$122.3K0.02%−38−10.0%Reduced
Life Planning Partners, Inc344$122.7K0.12%+344New
Naples Money Management LLC358$127.7K0.12%+358New
Ruedi Wealth Management, Inc.363$129.5K0.06%00.0%Unchanged
Guardian Wealth Management, Inc.365$130.2K0.11%00.0%Unchanged
DecisionPoint Financial, LLC365$130.2K0.06%00.0%Unchanged
Park Place Capital Corp366$130.5K0.05%−680−65.0%Reduced
Macroview Investment Management LLC368$131.3K0.16%+6+1.7%Added
Bramshill Investments, LLC377$134.5K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)382$136.2K0.15%00.0%Unchanged
Gordian Capital Singapore Pte Ltd388$138.4K0.12%00.0%Unchanged
Stephenson National Bank & Trust389$138.7K0.07%−12−3.0%Reduced
Pingora Partners LLC397$141.6K0.13%+397New
Rakuten Securities, Inc.398$142.0K0.11%+398New
HighMark Wealth Management LLC399$142.3K0.11%+5+1.3%Added
Dunhill Financial, LLC402$143.3K0.13%+12+3.1%Added
Hoese & Co LLP400$144.0K0.14%00.0%Unchanged
MidAtlantic Capital Management, Inc.406$144.8K0.14%+406New