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 |
|---|---|---|---|---|---|
| Cedar Point Capital Partners, LLC | 2,052 | $731.9K | 0.61% | +2,052 | New |
| MBA Advisors LLC | 2,054 | $732.6K | 0.41% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,056 | $733.3K | 0.71% | +2,056 | New |
| Capital Advisors, Ltd. LLC | 2,057 | $734.0K | 0.10% | −140−6.4% | Reduced |
| Defined Wealth Management, LLC | 2,060 | $734.7K | 0.56% | −27−1.3% | Reduced |
| Anderson Hoagland & Co | 2,035 | $734.8K | 0.09% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 2,061 | $735.1K | 0.21% | +2,061 | New |
| Lagoda Investment Management, L.P. | 2,065 | $736.5K | 0.50% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,067 | $737.2K | 0.43% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,068 | $737.6K | 0.48% | −151−6.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,068 | $737.6K | 0.18% | +23+1.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 2,071 | $738.6K | 0.40% | +1,400+208.6% | Added |
| Asset Planning Services Inc | 2,075 | $740.0K | 0.45% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 2,075 | $740.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,115 | $740.9K | 0.08% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 2,016 | $742.1K | 0.25% | −83−4.0% | Reduced |
| OneAscent Wealth Management LLC | 2,088 | $745.0K | 0.30% | +72+3.6% | Added |
| Royal Fund Management, LLC | 2,091 | $745.8K | 0.09% | −19−0.9% | Reduced |
| Bigelow Investment Advisors, LLC | 2,093 | $746.5K | 0.40% | −81−3.7% | Reduced |
| CAP Partners, LLC | 2,095 | $747.2K | 0.74% | +2,095 | New |
| Vista Investment Management | 2,100 | $749.0K | 0.35% | −37−1.7% | Reduced |
| Beacon Financial Advisory LLC | 2,104 | $750.6K | 0.36% | −60−2.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,105 | $750.8K | 0.16% | +53+2.6% | Added |
| Kensington Investment Counsel, LLC | 2,110 | $752.6K | 0.39% | −118−5.3% | Reduced |
| New World Advisors LLC | 2,112 | $753.3K | 0.23% | −3,330−61.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,113 | $753.6K | 0.61% | +90+4.4% | Added |
| McGowan Group Asset Management, Inc. | 2,113 | $753.6K | 0.12% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,115 | $754.3K | 0.07% | +205+10.7% | Added |
| Meritas Wealth Management, LLC | 2,118 | $755.4K | 0.57% | +2,118 | New |
| Austin Wealth Management, LLC | 1,861 | $755.5K | 0.20% | −295−13.7% | Reduced |
| Baker Boyer National Bank | 2,125 | $757.9K | 0.28% | −271−11.3% | Reduced |
| OLIO Financial Planning | 2,123 | $759.1K | 0.32% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,131 | $760.0K | 0.25% | +2,131 | New |
| Corton Capital Inc. | 2,135 | $761.5K | 0.24% | +818+62.1% | Added |
| Iron Financial, LLC | 2,142 | $764.0K | 0.43% | −500−18.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,145 | $765.0K | 0.32% | +14+0.7% | Added |
| Harbor Group, Inc. | 2,146 | $765.4K | 0.22% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,147 | $765.7K | 0.20% | −96−4.3% | Reduced |
| CoreFirst Bank & Trust | 2,148 | $766.1K | 0.51% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,151 | $767.2K | 0.57% | −400−15.7% | Reduced |
| Schoolcraft Capital LLC | 2,151 | $767.2K | 0.19% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,154 | $768.2K | 0.38% | −5,110−70.3% | Reduced |
| Sunflower Bank, N.A. | 2,154 | $768.2K | 0.17% | +4+0.2% | Added |
| Concorde Asset Management, LLC | 2,349 | $768.3K | 0.53% | +238+11.3% | Added |
| Stablepoint Partners, LLC | 2,156 | $769.0K | 0.20% | +2,156 | New |
| Kiely Wealth Advisory Group, Inc. | 2,004 | $769.9K | 0.45% | +2,004 | New |
| Sherbrooke Park Advisers LLC | 2,163 | $771.5K | 0.36% | −2,747−55.9% | Reduced |
| Cassia Capital Partners, LLC | 2,165 | $772.2K | 0.64% | +35+1.6% | Added |
| Sheets Smith Wealth Management | 2,166 | $772.5K | 0.11% | −417−16.1% | Reduced |
| Greystone Financial Group, LLC | 2,169 | $773.6K | 0.18% | +15+0.7% | Added |
| BluePath Capital Management, LLC | 2,103 | $773.7K | 0.68% | −600−22.2% | Reduced |
| Consilio Wealth Advisors, LLC | 2,171 | $774.3K | 0.39% | +758+53.6% | Added |
| Pathway Financial Advisers, LLC | 3,175 | $775.8K | 0.30% | +1,074+51.1% | Added |
| apricus wealth, LLC | 2,181 | $777.9K | 0.59% | +1,229+129.1% | Added |
| Belmont Capital, LLC | 2,183 | $778.6K | 0.33% | +2,015+1,199.4% | Added |
| Wealth Forward, LLC | 2,183 | $778.6K | 0.66% | +2,183 | New |
| Syntegra Private Wealth Group, LLC | 2,187 | $780.0K | 0.11% | +115+5.6% | Added |
| Tarbox Family Office, Inc. | 2,188 | $780.4K | 0.15% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,195 | $782.9K | 0.01% | −150−6.4% | Reduced |
| IMZ Advisory Inc | 1,929 | $783.2K | 0.42% | +1,929 | New |
| Jentner Corp | 2,201 | $785.0K | 0.30% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,202 | $785.4K | 0.51% | −24−1.1% | Reduced |
| Five Oceans Advisors | 2,203 | $785.7K | 0.44% | −32−1.4% | Reduced |
| Beacon Capital Management, LLC | 2,251 | $788.5K | 0.22% | +132+6.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,211 | $788.6K | 0.25% | −218−9.0% | Reduced |
| Valley Brook Capital Group | 2,215 | $790.0K | 0.69% | +130+6.2% | Added |
| Hexagon Capital Partners LLC | 2,218 | $791.1K | 0.19% | +389+21.3% | Added |
| Inspire Trust Co, N.A. | 2,225 | $793.6K | 0.82% | +2,225 | New |
| Concentric Wealth Management, LLC | 2,239 | $798.6K | 0.23% | −35−1.5% | Reduced |
| Centennial Wealth Advisory LLC | 2,239 | $798.6K | 0.41% | +105+4.9% | Added |
| Juncture Wealth Strategies, LLC | 2,240 | $798.9K | 0.36% | −15−0.7% | Reduced |
| Sage Investment Advisers LLC | 2,243 | $800.0K | 0.97% | −49−2.1% | Reduced |
| Spotlight Asset Group, Inc. | 2,286 | $800.8K | 0.73% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,193 | $801.3K | 0.53% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2,250 | $802.5K | 0.15% | −394−14.9% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $802.5K | 0.08% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,250 | $802.5K | 0.30% | +80+3.7% | Added |
| Wealthstream Advisors, Inc. | 2,252 | $803.2K | 0.33% | −53−2.3% | Reduced |
| Trillium Asset Management, LLC | 2,254 | $804.0K | 0.02% | −871−27.9% | Reduced |
| 626 Financial, LLC | 2,264 | $807.5K | 0.53% | +111+5.2% | Added |
| Atwater Malick LLC | 2,266 | $808.2K | 0.32% | 00.0% | Unchanged |
| TLWM | 2,269 | $809.3K | 0.19% | +73+3.3% | Added |
| Gleason Group, Inc. | 2,269 | $809.3K | 0.19% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 2,270 | $809.4K | 0.28% | −49−2.1% | Reduced |
| Private Client Services, LLC | 2,270 | $809.6K | 0.66% | +2,270 | New |
| Revisor Wealth Management LLC | 2,274 | $811.0K | 0.93% | −236−9.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,280 | $813.2K | 0.16% | −424−15.7% | Reduced |
| Family Investment Center, Inc. | 2,280 | $813.2K | 0.41% | +88+4.0% | Added |
| Heck Capital Advisors, LLC | 2,282 | $813.9K | 0.13% | −75−3.2% | Reduced |
| Phillips Financial Management, LLC | 2,283 | $814.3K | 0.07% | +143+6.7% | Added |
| Selway Asset Management | 2,285 | $815.0K | 0.34% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,286 | $815.3K | 0.38% | +17+0.7% | Added |
| Resource Consulting Group Inc | 2,286 | $815.3K | 0.14% | +250+12.3% | Added |
| Visionary Horizons, LLC | 2,291 | $817.1K | 0.66% | +2,291 | New |
| Wagner Wealth Management, LLC | 2,297 | $819.2K | 0.28% | −351−13.3% | Reduced |
| Renaissance Group LLC | 2,294 | $820.3K | 0.03% | −549−19.3% | Reduced |
| Zions Bancorporation, N.A. | 2,302 | $821.0K | 0.06% | +138+6.4% | Added |
| Towneley Capital Management, Inc | 2,306 | $822.5K | 0.21% | +2,306 | New |
| Ategra Capital Management, LLC | 2,310 | $823.9K | 0.37% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,314 | $825.3K | 0.36% | +1,138+96.8% | Added |