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 |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 2,320 | $827.5K | 0.84% | −20−0.9% | Reduced |
| JPL Wealth Management, LLC | 2,322 | $828.0K | 0.60% | +2,322 | New |
| Country Trust Bank | 2,327 | $829.9K | 0.02% | +7+0.3% | Added |
| McNaughton Wealth Management, LLC | 2,329 | $830.7K | 0.49% | +338+17.0% | Added |
| Radnor Capital Management, LLC | 2,331 | $831.0K | 0.15% | 00.0% | Unchanged |
| Next Level Private LLC | 2,337 | $833.5K | 0.47% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,339 | $834.2K | 0.24% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,350 | $838.2K | 0.24% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,355 | $839.9K | 0.09% | −549−18.9% | Reduced |
| Alera Investment Advisors, LLC | 2,358 | $841.1K | 0.11% | +44+1.9% | Added |
| Charter Oak Capital Management, LLC | 2,369 | $845.0K | 0.10% | +3+0.1% | Added |
| Act Wealth Management, LLC | 2,370 | $845.2K | 0.46% | −248−9.5% | Reduced |
| Wellington Shields Capital Management, LLC | 2,370 | $845.3K | 0.11% | +180+8.2% | Added |
| Knightsbridge Asset Management, LLC | 2,373 | $846.4K | 0.24% | +30+1.3% | Added |
| Private Wealth Management Group, LLC | 2,374 | $846.7K | 0.42% | +2,374 | New |
| Jessup Wealth Management, Inc | 2,376 | $847.4K | 0.42% | −579−19.6% | Reduced |
| Per Stirling Capital Management, LLC. | 2,378 | $848.3K | 0.16% | −206−8.0% | Reduced |
| Rollins Financial Advisors, LLC | 2,388 | $851.7K | 0.18% | +2,388 | New |
| Kornitzer Capital Management Inc | 2,391 | $852.8K | 0.02% | −501−17.3% | Reduced |
| Rowland & Co Investment Counsel | 2,392 | $853.1K | 0.20% | −150−5.9% | Reduced |
| Catalyst Private Wealth, LLC | 2,393 | $853.5K | 0.40% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,394 | $853.8K | 0.19% | −201−7.7% | Reduced |
| Cypress Financial Planning LLC | 2,348 | $853.9K | 0.78% | −547−18.9% | Reduced |
| TCM Advisors, LLC | – | $856.0K | 0.69% | – | – |
| Weiss Multi-Strategy Advisers LLC | 2,402 | $857.0K | 0.02% | −3,421−58.7% | Reduced |
| Home Federal Bank of Tennessee | 2,404 | $857.4K | 0.29% | −32−1.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,409 | $859.2K | 0.27% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,411 | $859.9K | 0.44% | +577+31.5% | Added |
| Phocas Financial Corp. | 2,412 | $860.3K | 0.11% | −5,495−69.5% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 2,423 | $864.2K | 1.22% | 00.0% | Unchanged |
| LWMG, LLC | 2,424 | $864.4K | 0.21% | +90+3.9% | Added |
| Affinity Capital Advisors, LLC | 2,424 | $864.5K | 0.21% | −350−12.6% | Reduced |
| Stableford Capital II LLC | 2,385 | $866.6K | 0.37% | +22+0.9% | Added |
| Mascoma Wealth Management LLC | 2,430 | $866.7K | 0.26% | −57−2.3% | Reduced |
| Creative Capital Management Investments LLC | 2,438 | $869.5K | 0.50% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,439 | $869.9K | 0.25% | −5−0.2% | Reduced |
| Narus Financial Partners, LLC | 2,447 | $872.6K | 0.42% | +71+3.0% | Added |
| Annapolis Financial Services, LLC | 2,449 | $873.5K | 0.22% | +243+11.0% | Added |
| BCS Wealth Management | 2,450 | $874.0K | 0.32% | −5−0.2% | Reduced |
| Element Wealth, LLC | 2,452 | $874.5K | 0.55% | +157+6.8% | Added |
| Smart Money Group LLC | 2,453 | $874.9K | 0.38% | +131+5.6% | Added |
| Fermata Advisors, LLC | 2,454 | $875.2K | 0.21% | +18+0.7% | Added |
| Gladius Capital Management LP | 2,455 | $875.6K | 0.55% | −24,142−90.8% | Reduced |
| Garrison Point Advisors, LLC | 2,456 | $876.0K | 0.62% | −50−2.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,460 | $877.4K | 0.17% | 00.0% | Unchanged |
| GFI Investment Counsel Ltd. | 2,461 | $877.7K | 0.12% | +322+15.1% | Added |
| Woodward Diversified Capital, LLC | 2,465 | $879.2K | 0.55% | −7−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 2,467 | $879.9K | 0.41% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 2,468 | $880.2K | 0.09% | −7,288−74.7% | Reduced |
| Wayfinding Financial, LLC | 2,478 | $884.0K | 0.60% | −36−1.4% | Reduced |
| Boltwood Capital Management | 2,484 | $885.9K | 0.29% | −415−14.3% | Reduced |
| Fountainhead AM, LLC | 2,486 | $886.7K | 0.24% | +1,487+148.8% | Added |
| Round Hill Asset Management | 2,490 | $888.1K | 0.56% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,491 | $888.4K | 0.19% | +179+7.7% | Added |
| McAdam, LLC | 2,494 | $889.6K | 0.06% | −34−1.3% | Reduced |
| Horizon Family Wealth, Inc. | 2,502 | $892.4K | 0.75% | +20+0.8% | Added |
| CWS Financial Advisors, LLC | 2,511 | $895.6K | 0.34% | −200−7.4% | Reduced |
| Missouri Trust & Investment Co | 2,516 | $897.4K | 0.36% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 2,523 | $899.9K | 0.62% | −35−1.4% | Reduced |
| Marshall Financial Group LLC | 2,523 | $899.9K | 0.29% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,534 | $903.6K | 0.69% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,534 | $903.8K | 0.57% | +2,534 | New |
| Compass Advisory Group LLC | 2,544 | $907.3K | 0.43% | +175+7.4% | Added |
| Cascade Investment Advisors, Inc. | 2,545 | $907.7K | 0.65% | −5−0.2% | Reduced |
| Investmark Advisory Group LLC | 2,546 | $908.1K | 0.53% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,546 | $908.2K | 0.63% | +2,546 | New |
| Burton Enright Welch | 2,550 | $909.5K | 0.24% | −134−5.0% | Reduced |
| River Street Advisors LLC | 2,563 | $914.1K | 0.73% | −58−2.2% | Reduced |
| MEMBERS Trust Co | 2,558 | $914.7K | 0.03% | +649+34.0% | Added |
| Richard P Slaughter Associates Inc | 2,566 | $915.2K | 0.23% | −637−19.9% | Reduced |
| Sawgrass Asset Management LLC | 2,567 | $915.5K | 0.10% | −305−10.6% | Reduced |
| New Jersey Better Educational Savings Trust | 2,571 | $917.0K | 1.93% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,572 | $917.3K | 0.98% | +1,672+185.8% | Added |
| First National Bank & Trust Co of Newtown | 2,575 | $918.4K | 0.20% | −10−0.4% | Reduced |
| Morton Community Bank | 2,576 | $918.8K | 0.30% | +2,576 | New |
| Sterling Financial Planning, Inc. | 2,579 | $919.8K | 0.40% | +196+8.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,580 | $920.2K | 0.66% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 2,596 | $925.9K | 0.27% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,596 | $925.9K | 0.15% | +153+6.3% | Added |
| Arkansas Financial Group, Inc. | 2,600 | $927.3K | 0.17% | +96+3.8% | Added |
| Veracity Capital LLC | 2,604 | $928.7K | 0.37% | +91+3.6% | Added |
| Verity Asset Management, Inc. | 2,605 | $929.1K | 0.59% | +2+0.1% | Added |
| Clarkston Capital Partners, LLC | 2,613 | $932.0K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,624 | $935.0K | 0.22% | +40+1.5% | Added |
| Seascape Capital Management | 2,622 | $935.0K | 0.39% | +1,549+144.4% | Added |
| ShoreHaven Wealth Partners, LLC | 2,623 | $935.5K | 0.57% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,630 | $938.0K | 0.53% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,631 | $938.4K | 0.53% | −741−22.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,638 | $940.9K | 0.32% | −333−11.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,639 | $941.2K | 0.09% | +1,045+65.6% | Added |
| Aveo Capital Partners, LLC | 2,640 | $941.6K | 0.11% | +408+18.3% | Added |
| Financial Perspectives, Inc | 2,648 | $944.4K | 0.38% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,661 | $949.1K | 0.14% | +312+13.3% | Added |
| CenterBook Partners LP | 2,664 | $950.1K | 0.12% | −4,481−62.7% | Reduced |
| Fortune 45 LLC | 2,665 | $950.5K | 0.87% | +4+0.2% | Added |
| One Wealth Advisors, LLC | 2,667 | $951.2K | 0.18% | −22−0.8% | Reduced |
| Eastern Bank | 2,670 | $952.3K | 0.04% | +66+2.5% | Added |
| Moody National Bank Trust Division | 2,677 | $954.8K | 0.07% | −17,421−86.7% | Reduced |
| Ackerman Capital Advisors, LLC | 2,682 | $956.6K | 0.27% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,685 | $957.6K | 0.48% | +93+3.6% | Added |