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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 3,366 | $1.20M | 0.63% | −4−0.1% | Reduced |
| Perpetual Ltd | 3,369 | $1.20M | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,372 | $1.20M | 1.07% | −67−1.9% | Reduced |
| Farmers National Bank | 3,374 | $1.20M | 0.39% | −33−1.0% | Reduced |
| Howard Capital Management Inc. | 3,375 | $1.20M | 0.15% | +90+2.7% | Added |
| TMD Wealth Management, LLC | 3,384 | $1.21M | 0.31% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,384 | $1.21M | 0.05% | +2,782+462.1% | Added |
| Sweet Financial Partners, LLC | 3,385 | $1.21M | 0.29% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,381 | $1.21M | 0.10% | +955+39.4% | Added |
| Grove Bank & Trust | 3,388 | $1.21M | 0.22% | +68+2.0% | Added |
| Oak Harvest Investment Services | 3,392 | $1.21M | 0.24% | +141+4.3% | Added |
| Change Path, LLC | 3,401 | $1.21M | 0.08% | −15,864−82.3% | Reduced |
| Hemenway Trust Co LLC | 3,404 | $1.21M | 0.12% | −668−16.4% | Reduced |
| Ethos Financial Group, LLC | 3,414 | $1.22M | 0.26% | −46−1.3% | Reduced |
| Machina Capital S.A.S. | 3,417 | $1.22M | 0.79% | +2,390+232.7% | Added |
| Clarus Group, Inc. | 3,423 | $1.22M | 0.92% | −10.0% | Reduced |
| Wealth Quarterback LLC | 3,427 | $1.22M | 0.75% | +1,779+107.9% | Added |
| Red Wave Investments LLC | 3,428 | $1.22M | 0.48% | −4−0.1% | Reduced |
| Alpha Family Trust | 3,450 | $1.23M | 0.83% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,453 | $1.23M | 0.41% | −69−2.0% | Reduced |
| Northwest Capital Management Inc | 3,456 | $1.23M | 0.41% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 3,465 | $1.24M | 0.89% | +3,465 | New |
| American Planning Services, Inc. | 3,466 | $1.24M | 0.95% | +185+5.6% | Added |
| Helen Stephens Group, LLC | 3,470 | $1.24M | 0.55% | +132+4.0% | Added |
| Willis Johnson & Associates, Inc. | 3,473 | $1.24M | 0.12% | +1,149+49.4% | Added |
| Shelter Mutual Insurance Co | 3,474 | $1.24M | 0.34% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 3,475 | $1.24M | 1.13% | +3,475 | New |
| First Commonwealth Financial Corp | 3,490 | $1.24M | 0.39% | +535+18.1% | Added |
| English Capital Management LLC | 3,490 | $1.24M | 1.07% | +3,490 | New |
| Bruni J V & Co | 3,491 | $1.25M | 0.15% | −6−0.2% | Reduced |
| Summit X, LLC | 3,491 | $1.25M | 0.35% | +183+5.5% | Added |
| G&S Capital LLC | 3,498 | $1.25M | 0.59% | −6−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 3,500 | $1.25M | 0.38% | +182+5.5% | Added |
| Essential Planning, LLC. | 3,500 | $1.25M | 0.63% | −86−2.4% | Reduced |
| Guerra Pan Advisors, LLC | 3,524 | $1.26M | 1.20% | +246+7.5% | Added |
| Register Financial Advisors LLC | 3,527 | $1.26M | 0.84% | +92+2.7% | Added |
| New Century Financial Group, LLC | 3,528 | $1.26M | 1.09% | +3,528 | New |
| KFA Private Wealth Group, LLC | 3,530 | $1.26M | 0.45% | +73+2.1% | Added |
| Dodds Wealth, LLC | 3,532 | $1.26M | 0.65% | +3,532 | New |
| BCK Partners, Inc. | 3,537 | $1.26M | 0.72% | +7+0.2% | Added |
| S.A. Mason LLC | 3,538 | $1.26M | 0.85% | −26−0.7% | Reduced |
| Proffitt & Goodson Inc | 3,543 | $1.26M | 0.24% | −38−1.1% | Reduced |
| Acorn Wealth Advisors, LLC | 3,552 | $1.27M | 0.75% | +237+7.1% | Added |
| Affiance Financial, LLC | 3,556 | $1.27M | 0.37% | +126+3.7% | Added |
| Riverwater Partners LLC | 3,557 | $1.27M | 1.00% | −126−3.4% | Reduced |
| Hill Investment Group Partners, LLC | 3,557 | $1.27M | 0.19% | +1,312+58.4% | Added |
| Act Two Investors LLC | 3,557 | $1.27M | 0.27% | +2,556+255.3% | Added |
| Cladis Investment Advisory, LLC | 3,558 | $1.27M | 1.00% | −100−2.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,502 | $1.27M | 0.23% | +4+0.1% | Added |
| Deseret Mutual Benefit Administrators | 3,563 | $1.27M | 0.73% | −182−4.9% | Reduced |
| Crown Wealth Group, LLC | 3,575 | $1.28M | 0.77% | +101+2.9% | Added |
| Signature Wealth Management Partners, LLC | 3,584 | $1.28M | 1.12% | +370+11.5% | Added |
| Clean Yield Group | 3,585 | $1.28M | 0.54% | −85−2.3% | Reduced |
| Grant Street Asset Management, Inc. | 3,588 | $1.28M | 0.45% | −11−0.3% | Reduced |
| Galibier Capital Management Ltd. | 3,590 | $1.28M | 0.33% | +77+2.2% | Added |
| Sequent Asset Management, LLC | 3,591 | $1.28M | 0.74% | −82−2.2% | Reduced |
| Advisors Management Group Inc | 3,601 | $1.28M | 0.35% | −81−2.2% | Reduced |
| Tandem Capital Management Corp | 3,618 | $1.29M | 0.80% | −9−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 3,625 | $1.29M | 0.88% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 3,631 | $1.30M | 0.92% | −420−10.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,633 | $1.30M | 0.35% | −100−2.7% | Reduced |
| Waterloo Capital, L.P. | 3,634 | $1.30M | 0.21% | +1,262+53.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,635 | $1.30M | 0.14% | +125+3.6% | Added |
| Bard Associates Inc | 3,635 | $1.30M | 0.49% | 00.0% | Unchanged |
| Family CFO Inc | 3,639 | $1.30M | 0.84% | −26−0.7% | Reduced |
| Fairman Group, LLC | 3,647 | $1.30M | 1.24% | +3,647 | New |
| SFE Investment Counsel | 3,648 | $1.30M | 0.34% | −51−1.4% | Reduced |
| TriaGen Wealth Management LLC | 3,652 | $1.30M | 0.62% | +175+5.0% | Added |
| Atom Investors LP | 3,653 | $1.30M | 0.23% | +1,831+100.5% | Added |
| Wealth Advisors of Iowa, LLC | 3,657 | $1.30M | 0.88% | −89−2.4% | Reduced |
| Empire Financial Management Company, LLC | 3,661 | $1.31M | 0.51% | +147+4.2% | Added |
| Sharkey, Howes & Javer | 3,662 | $1.31M | 0.23% | +74+2.1% | Added |
| Heartland Bank & Trust Co | 3,667 | $1.31M | 0.90% | −116−3.1% | Reduced |
| Trilogy Capital Inc. | 3,672 | $1.31M | 0.08% | +2,915+385.1% | Added |
| Horizon Wealth Management, LLC | 3,677 | $1.31M | 0.36% | −33−0.9% | Reduced |
| Yarger Wealth Strategies, LLC | 3,679 | $1.31M | 1.06% | +307+9.1% | Added |
| Amplius Wealth Advisors, LLC | 3,688 | $1.32M | 0.16% | +37+1.0% | Added |
| RVW Wealth, LLC | 3,692 | $1.32M | 0.14% | −14−0.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,694 | $1.32M | 1.35% | +3,694 | New |
| Two Sigma Investments, LP | 3,700 | $1.32M | 0.00% | −133,516−97.3% | Reduced |
| Wealthspan Partners, LLC | 3,700 | $1.32M | 0.92% | +508+15.9% | Added |
| Axq Capital, LP | 3,700 | $1.32M | 0.35% | +3,700 | New |
| Penbrook Management LLC | 3,705 | $1.32M | 0.89% | −282−7.1% | Reduced |
| WR Wealth Planners, LLC | 3,707 | $1.32M | 0.49% | −7−0.2% | Reduced |
| Silverlake Wealth Management LLC | 3,710 | $1.32M | 0.73% | +30+0.8% | Added |
| GW Henssler & Associates Ltd | 3,712 | $1.32M | 0.09% | −573−13.4% | Reduced |
| UMA Financial Services, Inc. | 3,598 | $1.32M | 0.30% | −73−2.0% | Reduced |
| StrongBox Wealth, LLC | 3,715 | $1.32M | 0.77% | +1,385+59.4% | Added |
| Kathmere Capital Management, LLC | 3,722 | $1.33M | 0.17% | +109+3.0% | Added |
| One Day In July LLC | 3,725 | $1.33M | 0.20% | +78+2.1% | Added |
| Key Financial Inc | 3,731 | $1.33M | 0.36% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,769 | $1.33M | 0.44% | +80+2.2% | Added |
| Atwood & Palmer Inc | 3,742 | $1.33M | 0.11% | −185−4.7% | Reduced |
| Osterweis Capital Management Inc | 3,746 | $1.34M | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 3,752 | $1.34M | 0.67% | −3,752−50.0% | Reduced |
| Laurel Wealth Planning LLC | 3,759 | $1.34M | 0.95% | −203−5.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,766 | $1.34M | 0.78% | −80−2.1% | Reduced |
| Fulcrum Equity Management | 3,766 | $1.34M | 1.66% | +126+3.5% | Added |
| DB Wealth Management Group, LLC | 3,778 | $1.35M | 0.77% | −184−4.6% | Reduced |
| PBMares Wealth Management LLC | 3,784 | $1.35M | 0.41% | −72−1.9% | Reduced |