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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 765 | $272.8K | 0.19% | +6+0.8% | Added |
| Bond & Devick Financial Network, Inc. | 766 | $273.2K | 0.16% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 766 | $273.2K | 0.02% | +766 | New |
| BKM Wealth Management, LLC | 769 | $274.3K | 0.12% | +769 | New |
| Grayhawk Investment Strategies Inc. | 770 | $274.6K | 0.14% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 771 | $275.0K | 0.02% | +80+11.6% | Added |
| Patrick Mauro Investment Advisor, INC. | 774 | $276.1K | 0.16% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 775 | $276.4K | 0.16% | +775 | New |
| Community Bank, N.A. | 780 | $278.2K | 0.04% | −47−5.7% | Reduced |
| Elevatus Welath Management | 787 | $280.7K | 0.13% | +787 | New |
| Plato Investment Management Ltd | 788 | $281.0K | 0.34% | +788 | New |
| Masso Torrence Wealth Management Inc. | 789 | $281.4K | 0.19% | −2−0.3% | Reduced |
| Balanced Rock Investment Advisor | 790 | $281.8K | 0.25% | +790 | New |
| Chiron Capital Management, LLC | 791 | $282.1K | 0.25% | −5−0.6% | Reduced |
| Clarity Capital Partners LLC | 791 | $282.1K | 0.20% | +791 | New |
| Tobias Financial Advisors, Inc. | 793 | $282.8K | 0.07% | +65+8.9% | Added |
| Kaizen Financial Strategies | 796 | $283.9K | 0.22% | −57−6.7% | Reduced |
| Axiom Advisory, LLC | 796 | $283.9K | 0.23% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 796 | $283.9K | 0.23% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 797 | $284.3K | 0.18% | −2−0.3% | Reduced |
| Wealth Management Associates, Inc. | 798 | $284.6K | 0.15% | 00.0% | Unchanged |
| Friedenthal Financial | 800 | $285.3K | 0.19% | −10−1.2% | Reduced |
| Maren Capital LLC | 800 | $285.3K | 0.04% | +800 | New |
| LifePro Asset Management | 803 | $286.4K | 0.22% | −1,188−59.7% | Reduced |
| Ruggaard & Associates LLC | 803 | $286.4K | 0.15% | −10−1.2% | Reduced |
| Semus Wealth Partners LLC | 804 | $286.8K | 0.23% | +45+5.9% | Added |
| Central Bank & Trust Co | 806 | $287.5K | 0.04% | +102+14.5% | Added |
| Whitford Management LLC | 806 | $287.5K | 0.11% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 808 | $288.2K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 800 | $288.9K | 0.09% | +5+0.6% | Added |
| New Potomac Partners, LLC | 810 | $288.9K | 0.17% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 810 | $289.0K | 0.11% | +10+1.3% | Added |
| Wealthcare Capital Management LLC | 813 | $290.0K | 0.03% | +16+2.0% | Added |
| FSA Wealth Management LLC | 818 | $292.0K | 0.14% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 819 | $292.1K | 0.14% | +80+10.8% | Added |
| Golden Road Advisors LLC | 819 | $292.1K | 0.28% | +819 | New |
| Provident Investment Management, Inc. | 820 | $292.5K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 821 | $292.8K | 0.41% | +14+1.7% | Added |
| Columbia Advisory Partners LLC | 823 | $293.5K | 0.30% | +65+8.6% | Added |
| Ehrlich Financial Group | 825 | $294.2K | 0.30% | +825 | New |
| Mirabaud & Cie SA | 826 | $294.6K | 0.10% | +826 | New |
| Gallagher Fiduciary Advisors, LLC | 827 | $295.0K | 0.01% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 829 | $295.7K | 0.25% | +11+1.3% | Added |
| Oxler Private Wealth LLC | 830 | $296.0K | 0.25% | −690−45.4% | Reduced |
| West Wealth Group, LLC | 832 | $296.7K | 0.12% | +27+3.4% | Added |
| Windsor Capital Management, LLC | 833 | $297.1K | 0.10% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 834 | $297.5K | 0.24% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 835 | $297.8K | 0.25% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 837 | $298.5K | 0.18% | −21−2.4% | Reduced |
| Asio Capital, LLC | 839 | $299.2K | 0.07% | +101+13.7% | Added |
| Exeter Financial, LLC | 816 | $299.4K | 0.15% | −14−1.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 840 | $299.6K | 0.25% | 00.0% | Unchanged |
| Family Asset Management, LLC | 840 | $299.6K | 0.20% | +91+12.1% | Added |
| Quattro Financial Advisors LLC | 357 | $299.6K | 0.11% | +357 | New |
| Fortis Advisors, LLC | 842 | $300.3K | 0.21% | +150+21.7% | Added |
| Pachira Investments Inc. | 844 | $301.0K | 0.27% | +32+3.9% | Added |
| XTX Topco Ltd | 848 | $302.4K | 0.07% | +848 | New |
| Miramar Capital, LLC | 850 | $303.2K | 0.08% | −17−2.0% | Reduced |
| Wetherby Asset Management Inc | 850 | $303.2K | 0.02% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 850 | $303.2K | 0.35% | 00.0% | Unchanged |
| Northwest Financial Advisors | 851 | $303.5K | 0.26% | +851 | New |
| Grand Wealth Management, LLC | 851 | $303.8K | 0.16% | +52+6.5% | Added |
| Aspire Private Capital, LLC | 851 | $303.8K | 0.09% | −159−15.7% | Reduced |
| Operose Advisors LLC | 855 | $304.9K | 0.12% | −1,158−57.5% | Reduced |
| KPP Advisory Services LLC | 856 | $305.3K | 0.27% | −107−11.1% | Reduced |
| Earnest Partners LLC | 859 | $306.4K | 0.00% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 859 | $306.4K | 0.06% | +35+4.2% | Added |
| Stonebridge Financial Planning Group, LLC | 860 | $306.7K | 0.18% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 860 | $306.7K | 0.11% | +8+0.9% | Added |
| Boyd Wealth Management, LLC | 863 | $307.8K | 0.19% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 864 | $308.2K | 0.10% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 864 | $308.2K | 0.22% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 865 | $308.5K | 0.16% | −3−0.3% | Reduced |
| M3 Advisory Group, LLC | 865 | $308.5K | 0.36% | +865 | New |
| Prevail Innovative Wealth Advisors, LLC | 866 | $308.9K | 0.15% | +173+25.0% | Added |
| 17 Capital Partners, LLC | 867 | $309.2K | 0.28% | +867 | New |
| Bay Rivers Group | 870 | $310.3K | 0.19% | +200+29.9% | Added |
| Providence Capital Advisors, LLC | 875 | $312.1K | 0.07% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 876 | $312.4K | 0.30% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 878 | $313.1K | 0.24% | +878 | New |
| Allie Family Office LLC | 880 | $313.9K | 0.22% | 00.0% | Unchanged |
| Connors Investor Services Inc | 880 | $314.0K | 0.04% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 884 | $315.3K | 0.15% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 885 | $315.6K | 0.14% | +885 | New |
| W Advisors, LLC | 886 | $316.0K | 0.23% | +30+3.5% | Added |
| SWS Partners | 888 | $316.7K | 0.10% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 893 | $318.5K | 0.19% | −82−8.4% | Reduced |
| ELCO Management Co., LLC | 895 | $319.2K | 0.21% | 00.0% | Unchanged |
| Builder Investment Group Inc | 897 | $319.9K | 0.11% | 00.0% | Unchanged |
| EHP Funds Inc. | 900 | $321.0K | 0.16% | −700−43.8% | Reduced |
| Investment Advisory Services Inc | 900 | $321.0K | 0.13% | 00.0% | Unchanged |
| CNB Bank | 900 | $321.0K | 0.17% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 900 | $321.0K | 0.16% | +900 | New |
| Global Strategic Investment Solutions, LLC | 902 | $321.7K | 0.04% | −81−8.2% | Reduced |
| FSA Advisors, Inc. | 903 | $322.1K | 0.40% | +903 | New |
| Ayrshire Capital Management LLC | 905 | $322.8K | 0.19% | +20+2.3% | Added |
| West Branch Capital LLC | 905 | $322.8K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 907 | $323.5K | 0.19% | +907 | New |
| Alpha Financial Partners, LLC | 909 | $324.2K | 0.32% | +100+12.4% | Added |
| Boston Common Asset Management, LLC | 911 | $325.0K | 0.01% | 00.0% | Unchanged |