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; 4,928 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
- 3,912
- +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
- 1,527 more added
- Sold out
- 85
- 1,399 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 417 | $148.7K | 0.02% | +417 | New |
| Front Row Advisors LLC | 418 | $149.1K | 0.07% | −3,429−89.1% | Reduced |
| Pineridge Advisors LLC | 437 | $155.9K | 0.05% | +437 | New |
| Harvest Fund Management Co., Ltd | 438 | $156.0K | 0.02% | −929−68.0% | Reduced |
| Erste Asset Management GmbH | 445 | $159.1K | 0.00% | −50−10.1% | Reduced |
| Winthrop Capital Management, LLC | 450 | $160.5K | 0.05% | +450 | New |
| Loomis Sayles & Co L P | 460 | $164.0K | 0.00% | −28−5.7% | Reduced |
| Quaker Capital Investments, LLC | 470 | $167.6K | 0.06% | −100−17.5% | Reduced |
| MB, Levis & Associates, LLC | 474 | $169.1K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 477 | $170.0K | 0.09% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 491 | $175.1K | 0.13% | −637−56.5% | Reduced |
| BBJS Financial Advisors, LLC | 500 | $178.3K | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 504 | $179.8K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $181.2K | 0.10% | 00.0% | Unchanged |
| Nixon Capital, LLC | 510 | $181.9K | 0.08% | +510 | New |
| Old Second National Bank of Aurora | 515 | $183.7K | 0.05% | 00.0% | Unchanged |
| Rogco, LP | 518 | $184.8K | 0.08% | +5+1.0% | Added |
| TD Capital Management LLC | 520 | $185.5K | 0.02% | +500+2,500.0% | Added |
| Core Wealth Advisors, Inc. | 523 | $186.5K | 0.07% | +106+25.4% | Added |
| Chesapeake Asset Management LLC | 525 | $187.2K | 0.17% | −7−1.3% | Reduced |
| Sit Investment Associates Inc | 533 | $190.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 542 | $193.3K | 0.16% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 549 | $195.8K | 0.05% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 20,448 | $198.0K | 0.13% | +384+1.9% | Added |
| Touchstone Capital, Inc. | 561 | $200.1K | 0.19% | +561 | New |
| OMNI 360 Wealth, Inc. | 561 | $200.2K | 0.19% | +561 | New |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $200.4K | 0.14% | −392−41.1% | Reduced |
| Axiom Financial Strategies, LLC | 563 | $200.8K | 0.13% | +563 | New |
| Regis Acquisition Inc. | 565 | $202.0K | 0.08% | +565 | New |
| Walker Asset Management, LLC | 570 | $203.3K | 0.15% | +570 | New |
| Brewster Financial Planning LLC | 570 | $203.3K | 0.18% | +570 | New |
| Quad-Cities Investment Group, LLC | 554 | $204.0K | 0.13% | +554 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 572 | $204.0K | 0.09% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 572 | $204.0K | 0.08% | 00.0% | Unchanged |
| Citizens Business Bank | 574 | $204.7K | 0.05% | +574 | New |
| Strengthening Families & Communities, LLC | 575 | $205.1K | 0.14% | 00.0% | Unchanged |
| Castleview Partners, LLC | 575 | $205.1K | 0.14% | +57+11.0% | Added |
| CM Wealth Advisors LLC | 577 | $205.8K | 0.09% | −240−29.4% | Reduced |
| Barings LLC | 578 | $206.1K | 0.01% | −184−24.1% | Reduced |
| Orgel Wealth Management, LLC | 578 | $206.2K | 0.01% | +578 | New |
| Prosperity Wealth Management, Inc. | 579 | $206.5K | 0.14% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 579 | $206.5K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 578 | $206.7K | 0.05% | +578 | New |
| Pathway Financial Advisors LLC | 580 | $206.9K | 0.06% | 00.0% | Unchanged |
| Durante & Waters, LLC | 580 | $206.9K | 0.20% | +580 | New |
| Barry Investment Advisors, LLC | 584 | $208.3K | 0.07% | +584 | New |
| Clarity Asset Management, Inc. | 584 | $208.3K | 0.16% | +584 | New |
| MinichMacGregor Wealth Management, LLC | 588 | $209.7K | 0.06% | −13−2.2% | Reduced |
| Vectors Research Management, LLC | 590 | $210.0K | 0.06% | +590 | New |
| Meridian Financial Partners LLC | 579 | $210.0K | 0.22% | +579 | New |
| Davis-Rea Ltd. | 590 | $210.4K | 0.11% | −311−34.5% | Reduced |
| Ted Buchan & Co | 590 | $210.4K | 0.15% | +590 | New |
| Invictus Private Wealth, LLC | 591 | $210.8K | 0.02% | −30−4.8% | Reduced |
| Narwhal Capital Management | 591 | $210.8K | 0.02% | +4+0.7% | Added |
| Hart & Patterson Financial Group LLC | 592 | $211.1K | 0.11% | +592 | New |
| Paladin Advisory Group, LLC | 593 | $211.5K | 0.17% | −281−32.2% | Reduced |
| Integral Investment Advisors, Inc. | 596 | $212.6K | 0.14% | −130−17.9% | Reduced |
| GenWealth Group, Inc. | 596 | $212.6K | 0.06% | +596 | New |
| McCollum Christoferson Group LLC | 600 | $214.0K | 0.06% | −180−23.1% | Reduced |
| Notis-McConarty Edward | 600 | $214.0K | 0.09% | 00.0% | Unchanged |
| PSI Advisors, LLC | 602 | $214.7K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 603 | $215.1K | 0.09% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 603 | $215.1K | 0.18% | +603 | New |
| PCG Wealth Advisors, LLC | 605 | $215.8K | 0.12% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $216.0K | 0.12% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 606 | $216.1K | 0.12% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 609 | $217.2K | 0.11% | +2+0.3% | Added |
| Pacific Wealth Management | 612 | $218.3K | 0.12% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 613 | $218.6K | 0.09% | −300−32.9% | Reduced |
| Ariston Services Group | 613 | $218.6K | 0.21% | +613 | New |
| Berkshire Bank | 615 | $219.3K | 0.06% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 615 | $219.3K | 0.07% | +28+4.8% | Added |
| Insight Financial Services | 616 | $219.7K | 0.26% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 616 | $219.7K | 0.18% | −1,075−63.6% | Reduced |
| Tenret Co LLC | 616 | $219.7K | 0.17% | +616 | New |
| Shira Ridge Wealth Management | 619 | $220.8K | 0.13% | 00.0% | Unchanged |
| Ceera Investments, LLC | 622 | $221.8K | 0.10% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 623 | $222.2K | 0.11% | +623 | New |
| Reston Wealth Management LLC | 624 | $222.6K | 0.10% | −10−1.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 625 | $222.9K | 0.28% | 00.0% | Unchanged |
| SWP Financial LLC | 625 | $222.9K | 0.17% | +625 | New |
| Avondale Wealth Management | 625 | $222.9K | 0.18% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 624 | $223.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 626 | $223.3K | 0.05% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 627 | $223.6K | 0.13% | +627 | New |
| Bank Ozk | 628 | $224.0K | 0.11% | +7+1.1% | Added |
| ROI Financial Advisors, LLC | 629 | $224.0K | 0.19% | +629 | New |
| S.E.E.D. Planning Group LLC | 629 | $224.3K | 0.09% | +10+1.6% | Added |
| Delap Wealth Advisory, LLC | 632 | $225.4K | 0.10% | +632 | New |
| LPF Advisors LLC | 632 | $225.4K | 0.24% | +632 | New |
| Garrison Asset Management, LLC | 633 | $225.8K | 0.12% | +633 | New |
| Enterprise Bank & Trust Co | 636 | $226.8K | 0.08% | −38−5.6% | Reduced |
| Afg Fiduciary Services Limited Partnership | 618 | $227.5K | 0.18% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 638 | $227.5K | 0.11% | 00.0% | Unchanged |
| Financial Freedom, LLC | 640 | $228.3K | 0.14% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $228.7K | 0.19% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 608 | $229.0K | 0.25% | +608 | New |
| Swisher Financial Concepts, Inc. | 636 | $230.0K | 0.22% | +636 | New |
| Founders Capital Management | 645 | $230.0K | 0.17% | +30+4.9% | Added |
| Simplicity Wealth,LLC | 646 | $230.4K | 0.09% | +646 | New |