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; 4,929 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
- 3,913
- +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
- 1,528 more added
- Sold out
- 85
- 1,398 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,929 | $460.4B |
| Q1 2026 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 1,803 | $643.1K | 0.28% | −322−15.2% | Reduced |
| West Bancorporation Inc | 1,804 | $643.4K | 0.42% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,807 | $644.4K | 0.00% | +1,797+17,970.0% | Added |
| Falcon Wealth Planning | 1,807 | $644.4K | 0.11% | +280+18.3% | Added |
| Port Capital LLC | 1,809 | $645.0K | 0.04% | −12−0.7% | Reduced |
| Riverview Trust Co | 1,811 | $645.9K | 0.66% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,812 | $646.3K | 0.20% | −7−0.4% | Reduced |
| RNC Capital Management LLC | 1,817 | $648.1K | 0.04% | −49−2.6% | Reduced |
| Blackhawk Capital Partners LLC. | 1,818 | $648.4K | 0.44% | −28−1.5% | Reduced |
| Landaas & Co | 1,822 | $650.0K | 0.24% | 00.0% | Unchanged |
| Permit Capital, LLC | 1,825 | $650.9K | 0.22% | −135−6.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,828 | $652.0K | 0.46% | 00.0% | Unchanged |
| XR Securities LLC | 1,831 | $653.0K | 0.21% | +686+59.9% | Added |
| VERITY Wealth Advisors | 1,833 | $653.8K | 0.56% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,836 | $654.8K | 0.55% | −181−9.0% | Reduced |
| Goldstone Financial Group, LLC | 1,839 | $655.8K | 0.17% | +62+3.5% | Added |
| Shore Point Advisors, LLC | 1,840 | $656.3K | 0.41% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,840 | $656.3K | 0.39% | +467+34.0% | Added |
| Taylor Hoffman Wealth Management | 1,842 | $657.0K | 0.30% | −19−1.0% | Reduced |
| Farmers Trust Co | 1,842 | $657.0K | 0.14% | +211+12.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,843 | $657.3K | 0.63% | +9+0.5% | Added |
| Oak Asset Management, LLC | 1,843 | $657.3K | 0.26% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,845 | $658.0K | 0.49% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,850 | $659.8K | 0.02% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 1,854 | $661.2K | 0.04% | −1−0.1% | Reduced |
| Inceptionr LLC | 1,854 | $661.2K | 0.47% | +1,854 | New |
| LJI Wealth Management, LLC | 1,857 | $662.3K | 0.17% | +39+2.1% | Added |
| WestHill Financial Advisors, Inc. | 1,859 | $663.0K | 0.18% | −100−5.1% | Reduced |
| Greenspring Advisors, LLC | 1,859 | $663.0K | 0.18% | 00.0% | Unchanged |
| Leisure Capital Management | 1,865 | $665.2K | 0.36% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,867 | $665.9K | 0.26% | +349+23.0% | Added |
| Paragon Financial Partners, Inc. | 1,870 | $667.0K | 0.64% | −25−1.3% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $667.0K | 0.25% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,873 | $668.0K | 0.61% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,880 | $670.5K | 0.11% | −250−11.7% | Reduced |
| ML & R Wealth Management LLC | 1,880 | $670.5K | 0.15% | +7+0.4% | Added |
| McClarren Financial Advisors, Inc. | 1,887 | $673.0K | 0.51% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,887 | $673.0K | 0.65% | +1,887 | New |
| Gordian Advisors LLC | 1,890 | $674.1K | 0.66% | +1,890 | New |
| Matrix Private Capital Group LLC | 1,892 | $674.9K | 0.51% | +5+0.3% | Added |
| Sageworth Trust Co | 1,894 | $675.5K | 0.05% | −1,500−44.2% | Reduced |
| Level Financial Advisors, Inc. | 1,903 | $678.7K | 0.34% | −53−2.7% | Reduced |
| Woodward Financial Advisors, Inc. | 1,903 | $678.7K | 0.45% | +33+1.8% | Added |
| Delaney Dennis R | 1,905 | $679.4K | 0.40% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,905 | $679.4K | 0.58% | +1,905 | New |
| Boyar Asset Management Inc. | 1,913 | $682.3K | 0.51% | −16−0.8% | Reduced |
| Coombe, Bender & Co LLC | 1,913 | $682.4K | 0.43% | +404+26.8% | Added |
| LifePlan Financial, LLC | 1,915 | $683.0K | 0.68% | +1,915 | New |
| Keb Asset Management, LLC | 1,919 | $684.4K | 0.25% | +93+5.1% | Added |
| Olympus Wealth Management, LLC | 1,921 | $685.1K | 0.35% | +1,921 | New |
| Winslow Asset Management Inc | 1,924 | $686.0K | 0.14% | +5+0.3% | Added |
| Archetype Wealth Partners | 1,922 | $686.0K | 0.12% | +76+4.1% | Added |
| Advantage Trust Co | 1,927 | $687.3K | 0.54% | +1,927 | New |
| Campion Asset Management LLC | 1,929 | $688.0K | 0.58% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,936 | $690.5K | 0.13% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $695.5K | 0.77% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,952 | $696.2K | 0.43% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,953 | $696.6K | 0.13% | +400+25.8% | Added |
| Signet Financial Management, LLC | 1,958 | $698.3K | 0.10% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,855 | $698.6K | 0.27% | −1,096−37.1% | Reduced |
| Clear Point Advisors Inc. | 1,961 | $699.4K | 0.62% | +1,961 | New |
| Envoi LLC | 2,000 | $700.6K | 2.42% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,928 | $701.1K | 0.54% | +42+2.2% | Added |
| waypoint wealth counsel | 1,969 | $702.2K | 0.60% | −38−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,974 | $704.0K | 0.14% | +111+6.0% | Added |
| Washburn Capital Management, Inc. | 1,975 | $704.4K | 0.53% | +245+14.2% | Added |
| Cedar Mountain Advisors, LLC | 1,976 | $704.8K | 0.19% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,976 | $704.8K | 0.30% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,832 | $706.1K | 0.09% | −12−0.7% | Reduced |
| Probity Advisors, Inc. | 1,987 | $708.7K | 0.15% | +20+1.0% | Added |
| High Net Worth Advisory Group LLC | 1,996 | $711.9K | 0.26% | −263−11.6% | Reduced |
| Seven Mile Advisory | 1,996 | $711.9K | 0.62% | +50+2.6% | Added |
| DDFG, Inc | 1,999 | $713.0K | 0.24% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,000 | $713.3K | 0.11% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,000 | $713.3K | 0.17% | +2,000 | New |
| Capital Investment Services of America, Inc. | 2,002 | $714.0K | 0.07% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 2,003 | $714.4K | 0.58% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,898 | $714.8K | 0.45% | +1,898 | New |
| ERTS Wealth Advisors, LLC | 2,007 | $715.8K | 0.15% | −6−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 2,008 | $716.0K | 0.72% | 00.0% | Unchanged |
| Navalign, LLC | 2,008 | $716.2K | 0.25% | −252−11.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,014 | $718.3K | 0.13% | +27+1.4% | Added |
| Kure Advisory, LLC | 2,015 | $718.7K | 0.37% | +54+2.8% | Added |
| Facet Wealth, Inc. | 1,825 | $718.7K | 0.03% | −560−23.5% | Reduced |
| Horan Securities, Inc. | 2,016 | $719.0K | 0.36% | +5+0.2% | Added |
| Hirtle Callaghan & Co LLC | 2,018 | $719.7K | 0.03% | +270+15.4% | Added |
| Access Financial Services, Inc. | 2,023 | $721.5K | 0.37% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 2,029 | $723.7K | 0.03% | −527−20.6% | Reduced |
| ABLE Financial Group, LLC | 2,029 | $723.7K | 0.31% | +170+9.1% | Added |
| Continental Investors Services, Inc. | 2,032 | $724.7K | 1.88% | +161+8.6% | Added |
| Austin Private Wealth, LLC | 2,034 | $725.4K | 0.09% | −9−0.4% | Reduced |
| First International Bank & Trust | 2,034 | $725.4K | 0.28% | +578+39.7% | Added |
| Ogorek Anthony Joseph | 2,038 | $726.0K | 0.26% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,036 | $726.2K | 0.12% | −27−1.3% | Reduced |
| NCM Capital Management, LLC | 2,037 | $726.5K | 0.44% | −30−1.5% | Reduced |
| Mayar Capital Ltd. | 2,038 | $726.9K | 0.59% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,038 | $726.9K | 0.09% | +206+11.2% | Added |
| EWG Elevate Inc. | 2,040 | $727.6K | 0.30% | +22+1.1% | Added |
| USAdvisors Wealth Management, LLC | 2,038 | $728.0K | 0.30% | −53−2.5% | Reduced |
| Francis Financial, Inc. | 2,042 | $728.3K | 0.31% | +72+3.7% | Added |