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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 2,975 | $1.06M | 0.29% | +31+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,978 | $1.06M | 0.39% | +468+18.6% | Added |
| Indiana Trust & Investment Management CO | 2,989 | $1.07M | 0.48% | −50−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,991 | $1.07M | 0.77% | +1,358+83.2% | Added |
| Ergawealth Advisors, Inc. | 2,998 | $1.07M | 0.66% | +97+3.3% | Added |
| Hennessy Advisors Inc | 3,000 | $1.07M | 0.05% | −2,000−40.0% | Reduced |
| Peninsula Wealth, LLC | 3,000 | $1.07M | 0.22% | +36+1.2% | Added |
| Heritage Financial Services, LLC | 3,001 | $1.07M | 0.18% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,001 | $1.07M | 0.32% | +3,001 | New |
| Colorado Capital Management, Inc. | 3,006 | $1.07M | 0.70% | −122−3.9% | Reduced |
| Argent Capital Management LLC | 3,009 | $1.07M | 0.04% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 3,017 | $1.08M | 0.69% | −25−0.8% | Reduced |
| Sandbox Financial Partners, LLC | 3,022 | $1.08M | 0.51% | −21−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,023 | $1.08M | 0.08% | +16+0.5% | Added |
| Landmark Wealth Management, Inc. | 3,024 | $1.08M | 11.13% | +3,024 | New |
| Round Rock Advisors, LLC | 3,026 | $1.08M | 0.27% | +578+23.6% | Added |
| Hall Laurie J Trustee | 3,028 | $1.08M | 0.41% | −370−10.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,955 | $1.08M | 0.30% | −200−6.3% | Reduced |
| Benchmark Wealth Management, LLC | 3,039 | $1.08M | 0.64% | 00.0% | Unchanged |
| Doheny Asset Management | 3,040 | $1.08M | 1.06% | 00.0% | Unchanged |
| HT Partners LLC | 3,042 | $1.08M | 0.43% | −3−0.1% | Reduced |
| Oxbow Advisors, LLC | 3,045 | $1.09M | 0.16% | +692+29.4% | Added |
| Amarillo National Bank | 3,049 | $1.09M | 0.21% | −765−20.1% | Reduced |
| Lebenthal Global Advisors, LLC | 3,049 | $1.09M | 0.25% | −143−4.5% | Reduced |
| Watershed Private Wealth LLC | 3,050 | $1.09M | 0.60% | −529−14.8% | Reduced |
| Retirement Investment Advisors, Inc. | 3,053 | $1.09M | 0.16% | +3,053 | New |
| Twin Peaks Wealth Advisors, LLC | 3,055 | $1.09M | 0.70% | +3,055 | New |
| Hofer & Associates. Inc | 3,063 | $1.09M | 1.01% | +78+2.6% | Added |
| Maven Securities LTD | 3,070 | $1.09M | 0.12% | +3,070 | New |
| Greatmark Investment Partners, Inc. | 3,074 | $1.10M | 0.17% | +117+4.0% | Added |
| Biechele Royce Advisors | 3,079 | $1.10M | 0.36% | 00.0% | Unchanged |
| First United Bank Trust | 3,079 | $1.10M | 0.44% | 00.0% | Unchanged |
| Camden National Bank | 3,083 | $1.10M | 0.20% | −113−3.5% | Reduced |
| BOS Asset Management, LLC | 3,085 | $1.10M | 0.75% | −172−5.3% | Reduced |
| Moreno Evelyn V | 3,090 | $1.10M | 0.52% | −5,123−62.4% | Reduced |
| Rise Advisors, LLC | 3,092 | $1.10M | 0.77% | +124+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 3,092 | $1.10M | 0.21% | +503+19.4% | Added |
| Granite Harbor Advisors, Inc. | 3,098 | $1.10M | 0.83% | +53+1.7% | Added |
| Summit Financial Group Inc | 3,102 | $1.11M | 0.42% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,105 | $1.11M | 0.37% | +141+4.8% | Added |
| Westside Investment Management, Inc. | 3,112 | $1.11M | 0.28% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,117 | $1.11M | 0.11% | +92+3.0% | Added |
| Community Bank of Raymore | 3,125 | $1.11M | 0.49% | +835+36.5% | Added |
| Madison Wealth Partners, Inc | 3,127 | $1.12M | 0.44% | +146+4.9% | Added |
| Hohimer Wealth Management, LLC | 3,128 | $1.12M | 0.28% | −15−0.5% | Reduced |
| Campbell Capital Management Inc | 3,133 | $1.12M | 0.52% | +3,133 | New |
| Insight Advisors, LLC | 3,149 | $1.12M | 0.24% | +2+0.1% | Added |
| Trigran Investments, Inc. | 3,150 | $1.12M | 0.11% | −500−13.7% | Reduced |
| Halpern Financial, Inc. | 3,064 | $1.12M | 0.35% | +3,034+10,113.3% | Added |
| Horst & Graben Wealth Management LLC | 3,158 | $1.13M | 0.25% | +83+2.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,159 | $1.13M | 0.81% | +3,159 | New |
| White Lighthouse Investment Management Inc. | 3,160 | $1.13M | 0.25% | −210−6.2% | Reduced |
| First Community Trust NA | 3,165 | $1.13M | 1.22% | −555−14.9% | Reduced |
| Shepherd Financial Partners LLC | 3,171 | $1.13M | 0.16% | +73+2.4% | Added |
| Lumbard & Kellner, LLC | 3,175 | $1.13M | 0.66% | +55+1.8% | Added |
| Beaton Management Co. Inc. | 3,176 | $1.13M | 0.68% | +30+1.0% | Added |
| Van Strum & Towne Inc. | 3,181 | $1.13M | 0.44% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 3,185 | $1.14M | 0.42% | +420+15.2% | Added |
| Keating Investment Counselors Inc | 3,188 | $1.14M | 0.41% | −35−1.1% | Reduced |
| Security Financial Services, INC. | 3,188 | $1.14M | 0.28% | +273+9.4% | Added |
| Cardinal Strategic Wealth Guidance | 3,194 | $1.14M | 0.45% | −467−12.8% | Reduced |
| Denali Advisors LLC | 3,200 | $1.14M | 0.35% | −400−11.1% | Reduced |
| MBB Public Markets I LLC | 3,200 | $1.14M | 0.07% | 00.0% | Unchanged |
| Curi Capital | 3,201 | $1.14M | 0.16% | −27−0.8% | Reduced |
| Great Diamond Partners, LLC | 3,203 | $1.14M | 0.28% | −23−0.7% | Reduced |
| Investment Advisory Group, LLC | 3,203 | $1.14M | 0.53% | −20−0.6% | Reduced |
| Venturi Wealth Management, LLC | 3,221 | $1.15M | 0.08% | −2,661−45.2% | Reduced |
| tru Independence LLC | 3,224 | $1.15M | 0.35% | 00.0% | Unchanged |
| JT Stratford LLC | 3,226 | $1.15M | 0.26% | −344−9.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,229 | $1.15M | 0.35% | +113+3.6% | Added |
| Etfidea, LLC | 3,233 | $1.15M | 0.43% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,238 | $1.15M | 0.34% | −5−0.2% | Reduced |
| Fairway Wealth LLC | 3,240 | $1.16M | 0.88% | +3,240 | New |
| AllSquare Wealth Management LLC | 3,245 | $1.16M | 0.71% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,246 | $1.16M | 0.11% | +323+11.1% | Added |
| MPS Loria Financial Planners, LLC | 3,249 | $1.16M | 0.41% | −508−13.5% | Reduced |
| Acorn Financial Advisory Services Inc | 3,243 | $1.16M | 0.20% | +214+7.1% | Added |
| New Republic Capital, LLC | 3,265 | $1.16M | 0.83% | −98−2.9% | Reduced |
| Cascade Investment Group, Inc. | 3,271 | $1.17M | 0.94% | +147+4.7% | Added |
| Davidson Trust Co | 3,272 | $1.17M | 0.75% | +25+0.8% | Added |
| Elevate Wealth Advisory, Inc | 3,272 | $1.17M | 1.07% | +3,272 | New |
| Paces Ferry Wealth Advisors, LLC | 3,274 | $1.17M | 0.81% | +5+0.2% | Added |
| Massachusetts Wealth Management | 3,275 | $1.17M | 0.94% | +1,240+60.9% | Added |
| Eschler Asset Management LLP | 2,992 | $1.17M | 0.93% | +2,992 | New |
| Athena Investment Management | 3,282 | $1.17M | 0.76% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,285 | $1.17M | 1.02% | +146+4.7% | Added |
| Blue Chip Partners, Inc. | 3,287 | $1.17M | 0.12% | −26−0.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,007 | $1.18M | 0.86% | +413+15.9% | Added |
| Wescott Financial Advisory Group, LLC | 3,298 | $1.18M | 0.16% | −4−0.1% | Reduced |
| Ellevest, Inc. | 3,304 | $1.18M | 0.08% | +551+20.0% | Added |
| Secure Asset Management, LLC | 3,307 | $1.18M | 0.32% | −121−3.5% | Reduced |
| South Street Advisors LLC | 3,327 | $1.19M | 0.22% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,339 | $1.19M | 0.13% | −125−3.6% | Reduced |
| Westpac Banking Corp | 3,344 | $1.19M | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 3,349 | $1.19M | 0.57% | +3,349 | New |
| Kowal Investment Group, LLC | 3,352 | $1.20M | 0.28% | −6−0.2% | Reduced |
| Capital Management Associates, Inc | 3,356 | $1.20M | 1.08% | +3,356 | New |
| Sage Capital Management, LLC | 3,356 | $1.20M | 0.72% | +3,356 | New |
| Steigerwald, Gordon & Koch Inc. | 3,360 | $1.20M | 0.16% | −75−2.2% | Reduced |
| California First Leasing Corp | 3,364 | $1.20M | 0.64% | 00.0% | Unchanged |