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 |
|---|---|---|---|---|---|
| Monument Capital Management | 913 | $325.6K | 0.10% | +117+14.7% | Added |
| Toth Financial Advisory Corp | 914 | $326.0K | 0.04% | +183+25.0% | Added |
| American Financial & Tax Strategies Inc | 916 | $326.7K | 0.19% | +916 | New |
| Synergy Financial Group, LTD | 919 | $327.8K | 0.40% | +25+2.8% | Added |
| Evolution Advisers, Inc. | 905 | $328.0K | 0.21% | +250+38.2% | Added |
| Widmann Financial Services, Inc. | 921 | $328.5K | 0.30% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 922 | $328.8K | 0.25% | +922 | New |
| Abner Herrman & Brock LLC | 922 | $329.0K | 0.05% | −9,156−90.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 925 | $329.9K | 0.08% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $329.9K | 0.11% | +175+23.3% | Added |
| Bellevue Asset Management, LLC | 927 | $330.6K | 0.29% | 00.0% | Unchanged |
| BCM Advisors, LLC | 855 | $331.0K | 0.09% | +205+31.5% | Added |
| Affinity Wealth Management LLC | 930 | $331.7K | 0.07% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 932 | $333.0K | 0.43% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 934 | $333.1K | 0.43% | +934 | New |
| Breed's Hill Capital LLC | 938 | $334.5K | 0.32% | +938 | New |
| Rosenblum Silverman Sutton S F Inc | 939 | $334.9K | 0.11% | 00.0% | Unchanged |
| Birchbrook, Inc. | 940 | $335.3K | 0.22% | +940 | New |
| Great Oak Capital Partners, LLC | 943 | $336.3K | 0.18% | +943 | New |
| Colton Groome Financial Advisors, LLC | 944 | $336.7K | 0.15% | +31+3.4% | Added |
| Mandatum Life Insurance Co Ltd | 946 | $337.4K | 0.13% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 947 | $337.8K | 0.17% | −152−13.8% | Reduced |
| Rockline Wealth Management, LLC | 947 | $337.8K | 0.14% | +947 | New |
| Heritage Wealth Management, Inc./Texas | 948 | $338.1K | 0.24% | −145−13.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 948 | $338.1K | 0.20% | +948 | New |
| Gainplan LLC | 948 | $338.1K | 0.18% | +316+50.0% | Added |
| Chelsea Counsel Co | 949 | $338.5K | 0.18% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $338.8K | 0.22% | 00.0% | Unchanged |
| Arvest Trust Co N A | 954 | $340.3K | 0.02% | +120+14.4% | Added |
| Lane & Associates LLC | 956 | $341.0K | 0.25% | −21−2.1% | Reduced |
| Howe & Rusling Inc | 957 | $341.3K | 0.04% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 957 | $341.3K | 0.37% | +957 | New |
| Portfolio Design Labs, LLC | 957 | $341.3K | 0.13% | +957 | New |
| HTG Investment Advisors, Inc. | 958 | $341.7K | 0.22% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 963 | $343.6K | 0.15% | +209+27.7% | Added |
| Hamilton Wealth, LLC | 964 | $343.8K | 0.11% | +1+0.1% | Added |
| Tamar Securities, LLC | 965 | $344.3K | 0.07% | +18+1.9% | Added |
| Fortis Capital Advisors, LLC | 966 | $344.5K | 0.19% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 967 | $344.9K | 0.08% | +182+23.2% | Added |
| CapitalatWork S.A. | – | $345.0K | 0.01% | – | New |
| CCG Wealth Management, LLC | 969 | $345.6K | 0.23% | +26+2.8% | Added |
| Divergent Planning, LLC | 954 | $345.8K | 0.17% | 00.0% | Unchanged |
| Claris Advisors, LLC | 972 | $346.7K | 0.19% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 975 | $347.7K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 975 | $347.7K | 0.35% | +5+0.5% | Added |
| Investors Asset Management of Georgia Inc | 975 | $347.7K | 0.18% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 975 | $347.7K | 0.26% | +975 | New |
| Harel Insurance Investments & Financial Services Ltd. | 973 | $348.0K | 0.01% | −161−14.2% | Reduced |
| Pinnacle Family Advisors, LLC | 978 | $348.8K | 0.21% | +373+61.7% | Added |
| Brickley Wealth Management | 979 | $349.2K | 0.08% | +16+1.7% | Added |
| Elevated Capital Advisors, LLC | 982 | $350.2K | 0.11% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $350.3K | 0.09% | 00.0% | Unchanged |
| Brio Consultants, LLC | 985 | $351.3K | 0.06% | −21−2.1% | Reduced |
| Cranbrook Wealth Management, LLC | 985 | $351.3K | 0.09% | +500+103.1% | Added |
| Goldstein Advisors, LLC | 986 | $351.6K | 0.06% | +5+0.5% | Added |
| Kraft, Davis & Associates, LLC | 916 | $352.0K | 0.11% | −250−21.4% | Reduced |
| Clearwater Capital Advisors, LLC | 989 | $352.7K | 0.04% | +29+3.0% | Added |
| Avaii Wealth Management, LLC | 989 | $352.8K | 0.23% | −47−4.5% | Reduced |
| Maryland Capital Advisors Inc. | 990 | $353.1K | 0.23% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 991 | $353.4K | 0.13% | +30+3.1% | Added |
| Idaho Trust Bank | 1,000 | $356.6K | 0.21% | 00.0% | Unchanged |
| Capital Planning LLC | 1,000 | $356.7K | 0.13% | −500−33.3% | Reduced |
| Mayfair Advisory Group, LLC | 984 | $356.7K | 0.30% | −22−2.2% | Reduced |
| Grace & White Inc | 1,000 | $356.7K | 0.06% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,000 | $357.0K | 0.06% | −50−4.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $357.0K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,005 | $358.0K | 0.06% | +91+10.0% | Added |
| Werba Rubin Papier Wealth Management | 1,008 | $359.5K | 0.12% | −88−8.0% | Reduced |
| RHS Financial, LLC | 1,008 | $359.5K | 0.23% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,008 | $359.5K | 0.05% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,010 | $360.2K | 0.24% | +47+4.9% | Added |
| Souders Financial Advisors | 1,010 | $360.2K | 0.06% | +2+0.2% | Added |
| Burrus Financial Services, Inc. | 1,010 | $360.3K | 0.19% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,013 | $361.3K | 0.30% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,019 | $363.0K | 0.03% | −83−7.5% | Reduced |
| Syntax Research, Inc. | 1,024 | $365.2K | 0.31% | −1,200−54.0% | Reduced |
| Burns Matteson Capital Management, LLC | 1,025 | $365.9K | 0.26% | +187+22.3% | Added |
| Redwood Wealth Management Group, LLC | 1,026 | $365.9K | 0.41% | +1,026 | New |
| CKW Financial Group | 1,025 | $366.0K | 0.05% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,025 | $366.0K | 0.18% | +68+7.1% | Added |
| Better Money Decisions, LLC | 1,028 | $366.6K | 0.30% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,031 | $367.7K | 0.20% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,032 | $368.1K | 0.14% | −1,240−54.6% | Reduced |
| Caxton Corp | 1,035 | $369.3K | 1.99% | +1,035 | New |
| Guidance Point Advisors, LLC | 1,037 | $369.9K | 0.14% | +77+8.0% | Added |
| Echo45 Advisors LLC | 1,038 | $370.2K | 0.28% | +244+30.7% | Added |
| Arbor Capital Management Inc | 1,011 | $370.8K | 0.28% | +94+10.3% | Added |
| Lifeworks Advisors, LLC | 1,041 | $371.3K | 0.13% | −62−5.6% | Reduced |
| Silverleafe Capital Partners, LLC | 1,046 | $373.1K | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,048 | $373.8K | 0.07% | 00.0% | Unchanged |
| Power Wealth Management LLC | 1,049 | $374.1K | 0.27% | +1,049 | New |
| Westover Capital Advisors, LLC | 1,050 | $374.5K | 0.12% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,051 | $374.9K | 0.60% | −1−0.1% | Reduced |
| Keener Financial Planning LLC | 1,052 | $375.0K | 0.29% | +1,052 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,053 | $375.4K | 0.10% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,053 | $375.6K | 0.17% | +1,053 | New |
| KWB Wealth | 1,055 | $376.3K | 0.05% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,056 | $376.6K | 0.11% | +1,056 | New |
| Richard C. Young & CO., LTD. | 1,056 | $376.8K | 0.05% | +1,056 | New |
| Private Capital Management, LLC | 1,057 | $377.0K | 0.04% | 00.0% | Unchanged |