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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
3,913
+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
1,399 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.

Institutional holdersQ4 2023: 3,913 institutions
Q1 2021: 3,003 institutionsQ2 2021: 3,044 institutionsQ3 2021: 3,018 institutionsQ4 2021: 3,401 institutionsQ1 2022: 3,438 institutionsQ2 2022: 3,366 institutionsQ3 2022: 3,329 institutionsQ4 2022: 3,557 institutionsQ1 2023: 3,541 institutionsQ2 2023: 3,597 institutionsQ3 2023: 3,641 institutionsQ4 2023: 3,913 institutionsQ1 2024: 3,997 institutionsQ2 2024: 4,033 institutionsQ3 2024: 4,106 institutionsQ4 2024: 4,517 institutionsQ1 2025: 4,559 institutionsQ2 2025: 4,586 institutionsQ3 2025: 4,585 institutionsQ4 2025: 4,899 institutionsQ1 2026: 4,888 institutionsQ2 2026: 4,928 institutions
Value heldQ4 2023: $303.8B
Q1 2021: $225.5BQ2 2021: $243.1BQ3 2021: $233.6BQ4 2021: $253.0BQ1 2022: $300.8BQ2 2022: $228.8BQ3 2022: $223.1BQ4 2022: $259.6BQ1 2023: $257.1BQ2 2023: $287.0BQ3 2023: $296.6BQ4 2023: $303.8BQ1 2024: $356.9BQ2 2024: $349.6BQ3 2024: $396.3BQ4 2024: $395.0BQ1 2025: $467.6BQ2 2025: $425.8BQ3 2025: $439.7BQ4 2025: $452.2BQ1 2026: $436.4BQ2 2026: $460.4B
Institutions holding BRK.B and their total value by quarter
QuarterHoldersValue
Q2 20264,928$460.4B
Q1 20264,888$436.4B
Q4 20254,899$452.2B
Q3 20254,585$439.7B
Q2 20254,586$425.8B
Q1 20254,559$467.6B
Q4 20244,517$395.0B
Q3 20244,106$396.3B
Q2 20244,033$349.6B
Q1 20243,997$356.9B
Q4 20233,913$303.8B
Q3 20233,641$296.6B
Q2 20233,597$287.0B
Q1 20233,541$257.1B
Q4 20223,557$259.6B
Q3 20223,329$223.1B
Q2 20223,366$228.8B
Q1 20223,438$300.8B
Q4 20213,401$253.0B
Q3 20213,018$233.6B
Q2 20213,044$243.1B
Q1 20213,003$225.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2023.

Institutions holding BRK.B in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hobbs Group Advisors, LLC646$230.4K0.10%+646New
Signature Wealth Management Group648$231.1K0.11%+648New
Morling Financial Advisors, LLC649$231.5K0.19%−92−12.4%Reduced
Guardian Wealth Advisors, LLC649$231.5K0.16%−5−0.8%Reduced
First Washington CORP650$231.8K0.09%00.0%Unchanged
Argent Advisors, Inc.651$232.2K0.10%−30−4.4%Reduced
Peak Financial Management, Inc.653$232.9K0.08%+653New
Hill Island Financial LLC656$234.0K0.08%00.0%Unchanged
NatWest Group plc657$234.3K0.10%00.0%Unchanged
WorthPointe, LLC658$234.7K0.12%−277−29.6%Reduced
McCarthy Asset Management, Inc.658$234.7K0.15%00.0%Unchanged
Joseph P. Lucia & Associates, LLC658$234.7K0.15%+14+2.2%Added
Arcadia Investment Management Corp658$234.7K0.04%−15−2.2%Reduced
Mowery & Schoenfeld Wealth Management, LLC658$234.7K0.47%+658New
Bollard Group LLC660$235.0K0.01%00.0%Unchanged
Alternative Investment Advisors, LLC.662$236.1K0.15%−288−30.3%Reduced
Iams Wealth Management, LLC663$236.5K0.15%−127−16.1%Reduced
Arista Wealth Management, LLC665$237.0K0.09%+665New
Heritage Wealth Management, Inc.665$237.2K0.26%+665New
Clifford Group, LLC666$237.5K0.22%00.0%Unchanged
Cahill Wealth Management, LLC667$237.9K0.16%00.0%Unchanged
W.H. Cornerstone Investments Inc.666$238.0K0.19%−11−1.6%Reduced
Drake & Associates, LLC668$238.2K0.10%00.0%Unchanged
jvl associates llc670$239.0K0.11%+99+17.3%Added
GW&K Investment Management, LLC669$239.0K0.00%+49+7.9%Added
Independent Solutions Wealth Management, LLC671$239.3K0.06%+71+11.8%Added
Santori & Peters672$239.7K0.11%00.0%Unchanged
Cornerstone Planning Group LLC673$240.0K0.08%+3+0.4%Added
Silicon Valley Community Foundation675$240.7K0.02%00.0%Unchanged
Acima Private Wealth, LLC679$242.2K0.09%00.0%Unchanged
Seed Wealth Management, Inc.669$242.5K0.24%00.0%Unchanged
Ironwood Investment Management LLC680$242.5K0.13%00.0%Unchanged
Legacy Financial Group LLC682$243.0K1.10%−9,573−93.3%Reduced
Peninsula Asset Management Inc682$243.2K0.14%00.0%Unchanged
Schwab Charitable Fund683$243.6K0.01%00.0%Unchanged
Mills Wealth Advisors LLC684$244.0K0.19%+15+2.2%Added
Bear Mountain Capital, Inc.677$244.5K0.10%+677New
WealthTrust Asset Management, LLC687$245.0K0.21%+687New
Hoge Financial Services, LLC687$245.0K0.25%+687New
Blue Square Asset Management, LLC690$246.1K0.16%00.0%Unchanged
Talbot Financial, LLC690$246.1K0.04%+50+7.8%Added
Threadgill Financial, LLC691$246.5K0.16%+691New
Scarborough Advisors, LLC692$246.8K0.05%−16−2.3%Reduced
Drexel Morgan & Co.693$247.2K0.06%+693New
Montgomery Investment Management Inc694$247.5K0.08%00.0%Unchanged
Regal Wealth Group, Inc.681$247.7K0.15%00.0%Unchanged
Eudaimonia Advisors LLC695$247.9K0.16%00.0%Unchanged
Darwin Advisors, LLC697$248.6K0.07%00.0%Unchanged
Left Brain Wealth Management, LLC698$248.9K0.14%−6−0.9%Reduced
ONE Advisory Partners, LLC700$249.7K0.13%00.0%Unchanged
Eastover Investment Advisors LLC701$250.0K0.13%00.0%Unchanged
One + One Wealth Management, LLC701$250.0K0.15%00.0%Unchanged
New England Professional Planning Group Inc.701$250.0K0.14%+6+0.9%Added
Biltmore Wealth Management, LLC703$250.7K0.12%+1+0.1%Added
DSC Advisors, L.P.703$250.7K0.43%+36+5.4%Added
Advanced Research Investment Solutions, LLC703$250.7K0.16%+103+17.2%Added
Sterling Group Wealth Management, LLC705$251.4K0.20%+705New
Harmony Asset Management LLC705$251.5K0.11%+705New
Refined Wealth Management706$251.8K0.20%00.0%Unchanged
Vertex Planning Partners, LLC709$252.9K0.07%+709New
OmniStar Financial Group, Inc.710$253.2K0.32%−100−12.3%Reduced
Valley Forge Investment Consultants Inc Adv711$253.6K0.11%00.0%Unchanged
Etesian Wealth Advisors, Inc.710$253.9K0.15%00.0%Unchanged
Precedent Wealth Partners, LLC713$254.3K0.13%+713New
American Capital Advisory, LLC714$254.7K0.18%+714New
Wallace Advisory Group, LLC729$255.4K0.20%−3−0.4%Reduced
Conservest Capital Advisors, Inc.717$255.7K0.03%−70−8.9%Reduced
Worth Financial Advisory Group, LLC720$256.8K0.21%00.0%Unchanged
LVZ Advisors, Inc.728$259.6K0.04%00.0%Unchanged
Shakespeare Wealth Management, Inc.728$259.6K0.08%00.0%Unchanged
Higgins & Schmidt Wealth Strategies LLC728$259.6K0.21%+728New
Single Point Partners, LLC728$260.0K0.06%−26−3.4%Reduced
Twin Focus Capital Partners, LLC729$260.0K0.05%+1+0.1%Added
Clough Capital Partners L P730$260.4K0.03%00.0%Unchanged
Harrell Investment Partners, LLC731$260.7K0.08%00.0%Unchanged
Planning Directions Inc731$260.7K0.19%+7+1.0%Added
Monument Group Wealth Advisors, LLC731$260.7K0.22%+731New
Aigen Investment Management, LP733$261.4K0.05%+733New
Maxwell Wealth Strategies Inc.733$261.4K0.17%+733New
S. R. Schill & Associates734$261.8K0.12%−425−36.7%Reduced
Rather & Kittrell, Inc.737$262.9K0.09%00.0%Unchanged
Gsa Capital Partners LLP740$264.0K0.02%+740New
Adams Asset Advisors, LLC744$265.4K0.04%00.0%Unchanged
O'Brien Wealth Partners LLC745$265.7K0.07%+37+5.2%Added
Portman Square Capital LLP747$266.4K0.05%+747New
Kendall Capital Management748$266.8K0.10%+748New
Capital Insight Partners, LLC750$267.5K0.05%−200−21.1%Reduced
Mawer Investment Management Ltd.750$267.5K0.00%00.0%Unchanged
Phillips Wealth Planners LLC739$267.8K0.32%−19−2.5%Reduced
Long Road Investment Counsel, LLC700$269.0K0.11%00.0%Unchanged
RBA Wealth Management, LLC755$269.3K0.12%−6−0.8%Reduced
Heritage Wealth Management, LLC755$269.3K0.15%+755New
Barrett & Company, Inc.758$270.2K0.15%−18−2.3%Reduced
Beaumont Asset Management, L.L.C.758$270.3K0.19%−30−3.8%Reduced
Penn Davis McFarland Inc758$270.3K0.05%00.0%Unchanged
Perkins Coie Trust Co762$271.8K0.07%−18−2.3%Reduced
Orion Capital Management LLC762$271.8K0.16%+4+0.5%Added
Lion Street Advisors, LLC764$272.5K0.11%+40+5.5%Added
Advance Capital Management, Inc.765$272.8K0.02%00.0%Unchanged
ETF Store, Inc.765$272.8K0.18%00.0%Unchanged