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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2,693 | $960.0K | 0.16% | +10.0% | Added |
| Triune Financial Partners, LLC | 2,692 | $960.1K | 0.36% | −191−6.6% | Reduced |
| Syverson Strege & Co | 2,693 | $960.5K | 0.37% | −112−4.0% | Reduced |
| Garrett Investment Advisors LLC | 2,697 | $961.9K | 0.13% | −203−7.0% | Reduced |
| Chapman Investment Management, LLC | 2,702 | $963.7K | 0.73% | −15−0.6% | Reduced |
| Denver Wealth Management, Inc. | 2,702 | $963.7K | 0.55% | +100+3.8% | Added |
| Oakwell Private Wealth Management, LLC | 2,707 | $965.5K | 0.34% | 00.0% | Unchanged |
| Family Firm, Inc. | 41,094 | $966.2K | 0.25% | −1,081−2.6% | Reduced |
| FirstPurpose Wealth LLC | 2,710 | $966.5K | 0.37% | −664−19.7% | Reduced |
| Legend Financial Advisors, Inc. | 2,711 | $966.9K | 0.78% | −20−0.7% | Reduced |
| Transcendent Capital Group LLC | 2,716 | $968.7K | 0.65% | +2,716 | New |
| Cairn Investment Group, Inc. | 2,728 | $973.0K | 0.61% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,730 | $973.7K | 0.01% | −600−18.0% | Reduced |
| Ssi Investment Management LLC | 2,730 | $973.7K | 0.07% | −8−0.3% | Reduced |
| Columbia Trust Co 01012016 | 2,733 | $974.8K | 0.44% | +43+1.6% | Added |
| Rodgers Brothers Inc. | 2,738 | $976.5K | 0.15% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,741 | $977.6K | 0.30% | +2,741 | New |
| KLR Investment Advisors, LLC | 2,743 | $978.3K | 0.71% | +21+0.8% | Added |
| Matrix Asset Advisors Inc | 2,744 | $978.7K | 0.12% | +30+1.1% | Added |
| Inspire Advisors, LLC | 2,747 | $979.7K | 0.15% | +475+20.9% | Added |
| Principal Street Partners, LLC | 2,750 | $980.8K | 0.24% | −2,750−50.0% | Reduced |
| Carmel Capital Partners, LLC | 2,750 | $980.8K | 0.50% | +1,039+60.7% | Added |
| E Fund Management Co., Ltd. | 2,754 | $982.2K | 0.06% | −92−3.2% | Reduced |
| Wellspring Financial Advisors, LLC | 2,761 | $984.7K | 0.25% | +583+26.8% | Added |
| Wells Trecaso Financial Group, LLC | 2,766 | $986.5K | 0.40% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,770 | $987.9K | 0.47% | −212−7.1% | Reduced |
| Fulcrum Capital LLC | 2,770 | $987.9K | 0.26% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,772 | $989.0K | 2.21% | +2,772 | New |
| Signature Estate & Investment Advisors LLC | 2,776 | $990.0K | 0.03% | −294−9.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,782 | $992.2K | 0.54% | −86−3.0% | Reduced |
| PAX Financial Group, LLC | 2,501 | $994.1K | 0.21% | +149+6.3% | Added |
| Almanack Investment Partners, LLC. | 2,787 | $994.2K | 0.18% | +563+25.3% | Added |
| First National Bank | 2,794 | $996.5K | 0.79% | −10−0.4% | Reduced |
| First County Bank | 2,795 | $996.9K | 0.48% | +22+0.8% | Added |
| Rice Hall James & Associates, LLC | 2,800 | $998.6K | 0.06% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,734 | $999.5K | 0.37% | +69+2.6% | Added |
| Greenfield Savings Bank | 2,805 | $1.00M | 0.58% | −62−2.2% | Reduced |
| Wealthquest Corp | 2,806 | $1.00M | 0.11% | +193+7.4% | Added |
| Cornerstone National Bank & Trust Co | 2,811 | $1.00M | 0.54% | −40−1.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 2,812 | $1.00M | 0.12% | +9+0.3% | Added |
| Consilium Wealth Advisory, LLC | 2,812 | $1.00M | 0.60% | +190+7.2% | Added |
| Victory Financial Group, LLC | 2,812 | $1.00M | 0.68% | +2,812 | New |
| Carl Stuart Investment Advisor, Inc | 2,818 | $1.01M | 0.69% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,827 | $1.01M | 0.52% | +50+1.8% | Added |
| Triad Investment Management | 2,827 | $1.01M | 1.32% | +154+5.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,830 | $1.01M | 0.55% | −650−18.7% | Reduced |
| Wealth Group Ltd | 2,566 | $1.01M | 0.33% | +2,566 | New |
| Eudaimonia Partners, LLC | 2,833 | $1.01M | 0.26% | −2,471−46.6% | Reduced |
| Oliver Luxxe Assets LLC | 2,836 | $1.01M | 0.24% | −17−0.6% | Reduced |
| Davis Capital Management | 2,838 | $1.01M | 0.97% | +2,838 | New |
| Institutional & Family Asset Management, LLC | 2,839 | $1.01M | 0.17% | +8+0.3% | Added |
| Americana Partners, LLC | 2,956 | $1.02M | 0.10% | +145+5.2% | Added |
| Allied Investment Advisors, LLC | 2,848 | $1.02M | 0.28% | +28+1.0% | Added |
| MBM Wealth Consultants, LLC | 2,652 | $1.02M | 0.38% | +2,652 | New |
| BayBridge Capital Group, LLC | 2,795 | $1.02M | 0.94% | +2,795 | New |
| Copperwynd Financial, LLC | 2,850 | $1.02M | 0.40% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,851 | $1.02M | 0.11% | −804−22.0% | Reduced |
| KLCM Advisors, Inc. | 2,851 | $1.02M | 0.16% | +58+2.1% | Added |
| Sunesis Advisors, LLC | 2,859 | $1.02M | 0.62% | 00.0% | Unchanged |
| F/M Investments LLC | 2,929 | $1.02M | 0.58% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 2,870 | $1.02M | 1.04% | +2,870 | New |
| Florida Financial Advisors, LLC | 2,869 | $1.02M | 0.95% | +2,869 | New |
| Journey Strategic Wealth LLC | 2,871 | $1.02M | 0.05% | −696−19.5% | Reduced |
| Courage Miller Partners, LLC | 2,873 | $1.02M | 0.39% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 2,876 | $1.03M | 0.36% | −689−19.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,725 | $1.03M | 0.43% | −50−1.8% | Reduced |
| Shelton Wealth Management, LLC | 2,878 | $1.03M | 0.73% | +676+30.7% | Added |
| Diversified, LLC | 2,881 | $1.03M | 0.22% | −62−2.1% | Reduced |
| Strid Group, LLC | 2,885 | $1.03M | 0.21% | +120+4.3% | Added |
| Redmont Wealth Advisors LLC | 2,889 | $1.03M | 1.50% | +270+10.3% | Added |
| First Pacific Financial | 2,890 | $1.03M | 0.31% | +93+3.3% | Added |
| Pacific Sage Partners, LLC | 2,891 | $1.03M | 0.28% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,893 | $1.03M | 0.79% | −14−0.5% | Reduced |
| First Bank & Trust | 2,893 | $1.03M | 0.25% | +145+5.3% | Added |
| Pinnacle West Asset Management, Inc. | 2,895 | $1.03M | 0.89% | +115+4.1% | Added |
| Pasadena Private Wealth, LLC | 2,902 | $1.04M | 0.25% | +53+1.9% | Added |
| Charter Research & Investment Group, Inc. | 2,904 | $1.04M | 0.86% | +95+3.4% | Added |
| Strategic Financial Services, Inc, | 2,909 | $1.04M | 0.07% | −994−25.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,912 | $1.04M | 0.84% | +34+1.2% | Added |
| Tactive Advisors, LLC | 2,913 | $1.04M | 0.67% | +2,913 | New |
| Flynn Zito Capital Management, LLC | 2,915 | $1.04M | 0.70% | +665+29.6% | Added |
| Callan Capital, LLC | 2,918 | $1.04M | 0.10% | −257−8.1% | Reduced |
| Midwest Financial Group LLC | 2,918 | $1.04M | 0.78% | −30−1.0% | Reduced |
| Patron Partners Advisors, LLC | 2,921 | $1.04M | 0.69% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,930 | $1.05M | 0.33% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,932 | $1.05M | 0.45% | −12−0.4% | Reduced |
| Montz Harcus Wealth Management LLC | 2,936 | $1.05M | 0.80% | +7+0.2% | Added |
| Michael B. Yongue | 2,937 | $1.05M | 0.94% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 2,938 | $1.05M | 0.37% | 00.0% | Unchanged |
| Integrity Financial Corp | 2,940 | $1.05M | 0.76% | −6−0.2% | Reduced |
| Essex LLC | 2,940 | $1.05M | 0.26% | +15+0.5% | Added |
| Paragon Capital Management LLC | 2,944 | $1.05M | 0.60% | −55−1.8% | Reduced |
| CMC Financial Group | 2,890 | $1.05M | 1.41% | −3,172−52.3% | Reduced |
| Keeley-Teton Advisors, LLC | 2,950 | $1.05M | 0.14% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,960 | $1.06M | 1.60% | −107−3.5% | Reduced |
| Farley Capital L.P. | 2,966 | $1.06M | 1.11% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 2,966 | $1.06M | 0.33% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 2,967 | $1.06M | 0.06% | +1,561+111.0% | Added |
| Providence First Trust Co | 2,968 | $1.06M | 0.52% | +2,968 | New |
| Monograph Wealth Advisors, LLC | 2,973 | $1.06M | 0.19% | −7,312−71.1% | Reduced |