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
- 1,398 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 | 4,928 | $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 |
|---|---|---|---|---|---|
| Private Capital Management, LLC | 1,057 | $377.0K | 0.04% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,058 | $377.3K | 0.39% | +8+0.8% | Added |
| Ewa, LLC | 969 | $378.6K | 0.18% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $379.3K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,064 | $379.5K | 0.44% | +32+3.1% | Added |
| Compton Financial Group, LLC | 1,065 | $379.8K | 0.13% | −425−28.5% | Reduced |
| Collaborative Wealth Managment Inc. | 1,065 | $379.8K | 0.21% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,069 | $381.3K | 0.00% | −10−0.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,071 | $382.0K | 0.16% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,075 | $383.4K | 0.20% | −27−2.5% | Reduced |
| Purus Wealth Management, LLC | 1,075 | $383.4K | 0.22% | +30+2.9% | Added |
| West Paces Advisors Inc. | 1,076 | $383.8K | 0.11% | +32+3.1% | Added |
| Sutton Place Investors LLC | 1,076 | $383.8K | 0.28% | +193+21.9% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 1,079 | $384.8K | 0.22% | +9+0.8% | Added |
| Smithbridge Asset Management Inc | 1,080 | $385.0K | 0.09% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,081 | $385.5K | 0.19% | −37−3.3% | Reduced |
| Ferguson Shapiro LLC | 1,086 | $387.3K | 0.19% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,087 | $387.7K | 0.09% | −78−6.7% | Reduced |
| Acorn Creek Capital LLC | 1,089 | $388.4K | 0.17% | +1,089 | New |
| Conestoga Capital Advisors, LLC | 1,090 | $388.8K | 0.01% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,090 | $388.8K | 0.27% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,090 | $388.8K | 0.06% | +21+2.0% | Added |
| Compass Wealth Management LLC | 1,090 | $388.8K | 0.11% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,094 | $390.2K | 0.14% | −136−11.1% | Reduced |
| Motive Wealth Advisors | 1,096 | $390.9K | 0.45% | −426−28.0% | Reduced |
| PACK Private Wealth, LLC | 1,099 | $392.0K | 0.26% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $392.3K | 0.27% | −35−3.1% | Reduced |
| Trustees of Columbia University in the City of New York | 1,100 | $392.3K | 0.83% | 00.0% | Unchanged |
| Madden Securities Corp | 1,100 | $392.3K | 0.21% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,103 | $393.0K | 0.05% | −889−44.6% | Reduced |
| Fortis Group Advisors, LLC | 1,102 | $393.0K | 0.10% | +551+100.0% | Added |
| Morton Brown Family Wealth, LLC | 1,104 | $393.8K | 0.17% | +401+57.0% | Added |
| Kennedy Investment Group | 1,105 | $394.1K | 0.22% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,105 | $394.1K | 0.33% | +10+0.9% | Added |
| Arden Trust Co | 1,107 | $394.8K | 0.06% | +5+0.5% | Added |
| Geometric Wealth Advisors | 1,109 | $395.5K | 0.10% | −35−3.1% | Reduced |
| United Capital Management of KS, Inc. | 1,114 | $397.3K | 0.12% | −17−1.5% | Reduced |
| GoalFusion Wealth Management, LLC | 1,116 | $398.0K | 0.27% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 1,120 | $399.5K | 0.38% | −5−0.4% | Reduced |
| Nikulski Financial, Inc. | 1,121 | $399.8K | 0.15% | +34+3.1% | Added |
| Banco de Sabadell, S.A | 1,120 | $400.0K | 0.30% | −487−30.3% | Reduced |
| Central Valley Advisors, LLC | 1,122 | $400.2K | 0.24% | +1,122 | New |
| Midwest Professional Planners, LTD. | 1,123 | $400.5K | 0.16% | 00.0% | Unchanged |
| Marotta Asset Management | 1,124 | $400.9K | 0.09% | −52−4.4% | Reduced |
| Bernardo Wealth Planning LLC | 1,124 | $400.9K | 0.13% | +60+5.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,124 | $401.0K | 0.12% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,126 | $401.6K | 0.16% | −255−18.5% | Reduced |
| Maia Wealth LLC | 1,127 | $402.0K | 0.16% | +1,127 | New |
| Slocum, Gordon & Co LLP | 1,131 | $403.4K | 0.35% | +54+5.0% | Added |
| Aspect Partners, LLC | 1,131 | $403.4K | 0.26% | +1,131 | New |
| Dividend Assets Capital, LLC | 1,136 | $405.0K | 0.08% | −17−1.5% | Reduced |
| Acorns Advisers, LLC | 1,136 | $405.0K | 0.00% | +473+71.3% | Added |
| Brand Asset Management Group, Inc. | 1,136 | $405.2K | 0.19% | +3+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 1,136 | $405.2K | 0.20% | +32+2.9% | Added |
| Yeomans Consulting Group, Inc. | 1,138 | $405.9K | 0.20% | +1,138 | New |
| US Asset Management LLC | 1,137 | $406.0K | 0.40% | +1,137 | New |
| Arbor Trust Wealth Advisors, LLC | 1,139 | $406.2K | 0.24% | −350−23.5% | Reduced |
| MontVue Capital Management, Inc. | 1,141 | $406.9K | 0.39% | +1,141 | New |
| Hilltop Partners LLC | 1,142 | $407.3K | 0.16% | +1,142 | New |
| Centennial Bank | 1,150 | $410.2K | 0.25% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,151 | $410.5K | 0.61% | −1,174−50.5% | Reduced |
| Melone Private Wealth, LLC | 1,151 | $410.5K | 0.26% | +4+0.3% | Added |
| Stony Point Wealth Management Inc. | 1,155 | $411.9K | 0.19% | −115−9.1% | Reduced |
| Myecfo, LLC | 1,157 | $412.7K | 0.26% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,157 | $412.7K | 0.05% | +6+0.5% | Added |
| Ballew Advisors, Inc | 1,145 | $413.5K | 0.31% | +90+8.5% | Added |
| Waypoint Wealth Partners Inc. | 1,163 | $414.9K | 0.13% | +190+19.5% | Added |
| Sym Financial Corp | 1,166 | $415.9K | 0.07% | +294+33.7% | Added |
| Peddock Capital Advisors, LLC | 1,168 | $416.6K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 1,168 | $417.0K | 0.29% | +14+1.2% | Added |
| Harvest Investment Services, LLC | 1,290 | $417.2K | 0.19% | +1,290 | New |
| DLK Investment Management, LLC | 1,170 | $417.3K | 0.19% | +1,170 | New |
| EnRich Financial Partners LLC | 1,172 | $418.0K | 0.17% | +1,172 | New |
| Brogan Financial, Inc. | 1,175 | $419.1K | 0.31% | −20−1.7% | Reduced |
| Orin Green Financial, LLC | 1,176 | $419.4K | 0.21% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,155 | $420.1K | 0.21% | +1,155 | New |
| Sustainable Insight Capital Management, LLC | 1,180 | $420.9K | 0.34% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,185 | $422.6K | 0.12% | −55−4.4% | Reduced |
| NFC Investments, LLC | 1,186 | $423.0K | 0.13% | +1,186 | New |
| Winning Points Advisors, LLC | 1,188 | $423.7K | 0.65% | +300+33.8% | Added |
| New England Capital Financial Advisors LLC | 1,188 | $423.7K | 0.25% | +43+3.8% | Added |
| Forum Financial Management, LP | 1,189 | $424.1K | 0.01% | −2−0.2% | Reduced |
| Eagle Strategies LLC | 1,190 | $424.4K | 0.09% | −50−4.0% | Reduced |
| Saxony Capital Management, LLC | 1,191 | $424.8K | 0.56% | +1,191 | New |
| Granite Group Advisors, LLC | 1,050 | $425.0K | 0.30% | +1,050 | New |
| Mendel Money Management | 1,195 | $426.2K | 0.20% | −6−0.5% | Reduced |
| Union Savings Bank | 1,196 | $426.6K | 0.24% | +28+2.4% | Added |
| Financial Council Asset Management Inc | 1,199 | $427.6K | 0.29% | 00.0% | Unchanged |
| Waycross Investment Management Co | 1,202 | $428.7K | 0.47% | +7+0.6% | Added |
| MayTech Global Investments, LLC | 1,204 | $429.4K | 0.09% | −300−19.9% | Reduced |
| Northcape Wealth Management, LLC | 1,205 | $429.8K | 0.16% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,210 | $431.6K | 0.57% | −1,822−60.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,212 | $432.3K | 2.49% | +1,212 | New |
| Cherry Creek Investment Advisors, Inc. | 1,212 | $432.3K | 0.26% | +1,212 | New |
| Mattern Capital Management, LLC | 1,214 | $433.0K | 0.06% | −50−4.0% | Reduced |
| Fusion Family Wealth LLC | 1,216 | $433.7K | 0.05% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,221 | $435.0K | 0.28% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,221 | $435.5K | 0.21% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,221 | $435.5K | 0.24% | +119+10.8% | Added |
| German American Bancorp, Inc. | 1,225 | $436.9K | 0.06% | −455−27.1% | Reduced |