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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 1,227 | $437.6K | 0.23% | +3+0.2% | Added |
| Warwick Investment Management, Inc. | 1,228 | $437.9K | 0.13% | +433+54.5% | Added |
| Hengehold Capital Management LLC | 1,230 | $438.8K | 0.05% | −29−2.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,233 | $439.8K | 0.17% | +44+3.7% | Added |
| Stone Point Wealth LLC | 1,234 | $440.1K | 0.17% | −25−2.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,235 | $440.5K | 0.03% | +250+25.4% | Added |
| Raffa Wealth Management, LLC | 1,237 | $441.2K | 0.13% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,239 | $441.9K | 0.09% | −563−31.2% | Reduced |
| Sunburst Financial Group, LLC | 1,239 | $441.9K | 0.14% | +1+0.1% | Added |
| Bridge Advisory, LLC | 1,241 | $442.6K | 0.22% | −34−2.7% | Reduced |
| RBF Capital, LLC | 1,241 | $442.6K | 0.03% | 00.0% | Unchanged |
| Resource Planning Group | 1,250 | $446.0K | 0.28% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,251 | $446.2K | 0.10% | −11−0.9% | Reduced |
| Goodman Financial Corp | 1,252 | $446.5K | 0.12% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,253 | $446.9K | 0.13% | −155−11.0% | Reduced |
| Mma Asset Management LLC | 1,255 | $447.7K | 0.24% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,259 | $449.0K | 0.31% | −22−1.7% | Reduced |
| Nelson Capital Management, LLC | 1,260 | $449.4K | 0.10% | +9+0.7% | Added |
| Cherrydale Wealth Management, LLC | 1,260 | $449.4K | 0.23% | +28+2.3% | Added |
| Citizens & Northern Corp | 1,260 | $449.4K | 0.16% | +124+10.9% | Added |
| APCM Wealth Management for Individuals | 1,261 | $449.7K | 0.07% | +201+19.0% | Added |
| Aspen Wealth Strategies, LLC | 1,262 | $450.1K | 0.33% | −6−0.5% | Reduced |
| Crestone Asset Management LLC | 1,264 | $450.8K | 0.10% | −64−4.8% | Reduced |
| Page Arthur B | 1,265 | $451.2K | 0.48% | −290−18.6% | Reduced |
| Kades & Cheifetz LLC | 1,266 | $451.5K | 0.32% | −126−9.1% | Reduced |
| Kesler, Norman & Wride, LLC | 1,267 | $451.9K | 0.10% | +1,267 | New |
| Running Point Capital Advisors, LLC | 1,272 | $453.7K | 0.22% | +300+30.9% | Added |
| DGS Capital Management, LLC | 1,276 | $455.1K | 0.17% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,278 | $455.8K | 0.40% | −14−1.1% | Reduced |
| Hallmark Capital Management Inc | 1,282 | $457.2K | 0.04% | +42+3.4% | Added |
| Omega Financial Group, LLC | 1,284 | $458.0K | 0.20% | +52+4.2% | Added |
| Collective Family Office LLC | 1,292 | $460.8K | 0.16% | −777−37.6% | Reduced |
| Atlas Wealth Partners, LLC | 1,195 | $461.0K | 2.54% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,293 | $461.1K | 0.24% | +27+2.1% | Added |
| Cohen Capital Management, Inc. | 1,294 | $461.5K | 0.09% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,295 | $461.7K | 0.70% | +74+6.1% | Added |
| Integrity Wealth Solutions LLC | 1,298 | $462.8K | 0.32% | +1,298 | New |
| C2C Wealth Management, LLC | 1,295 | $463.1K | 0.39% | −6,842−84.1% | Reduced |
| Cary Street Partners Asset Management LLC | 1,300 | $463.7K | 0.08% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,302 | $464.2K | 0.45% | −9−0.7% | Reduced |
| Cowa, LLC | 1,305 | $465.4K | 0.29% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,308 | $466.5K | 0.21% | +24+1.9% | Added |
| Global Financial Private Client, LLC | 1,309 | $466.9K | 0.22% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,316 | $469.0K | 0.37% | +8+0.6% | Added |
| Contravisory Investment Management, Inc. | 1,315 | $469.0K | 0.11% | −33−2.4% | Reduced |
| Coppell Advisory Solutions LLC | 1,317 | $469.7K | 0.09% | +1,068+428.9% | Added |
| Roble, Belko & Company, Inc | 1,320 | $471.0K | 0.09% | +283+27.3% | Added |
| Abbot Financial Management, Inc. | 1,321 | $471.1K | 0.28% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,324 | $472.2K | 0.32% | −31−2.3% | Reduced |
| Slagle Financial, LLC | 2,652 | $472.5K | 0.27% | +1,354+104.3% | Added |
| Highlander Partners, L.P. | 1,325 | $472.6K | 0.38% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 2,316 | $472.6K | 0.08% | +994+75.2% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,326 | $472.9K | 0.25% | +1,326 | New |
| Arcadia Wealth Management, LLC | 1,327 | $473.3K | 0.33% | −50−3.6% | Reduced |
| BetterWealth, LLC | 1,328 | $473.6K | 0.16% | +1,328 | New |
| Private Capital Advisors, Inc. | 1,331 | $475.0K | 0.07% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,332 | $475.1K | 0.16% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,332 | $475.1K | 0.42% | +1,332 | New |
| CSS LLC | 1,333 | $475.4K | 0.04% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $476.5K | 0.20% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,336 | $476.5K | 0.03% | +119+9.8% | Added |
| FSC Wealth Advisors, LLC | 1,337 | $476.9K | 0.35% | −142−9.6% | Reduced |
| Manchester Financial Inc | 1,338 | $477.2K | 0.13% | −79−5.6% | Reduced |
| Values Added Financial LLC | 1,339 | $477.6K | 0.39% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,343 | $479.0K | 0.22% | +190+16.5% | Added |
| Enzi Wealth | 1,215 | $479.7K | 0.23% | +10+0.8% | Added |
| Alterity Financial Group, LLC | 1,345 | $479.7K | 0.69% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,346 | $480.1K | 0.30% | −26−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $480.1K | 0.02% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,346 | $480.1K | 0.43% | +42+3.2% | Added |
| Walkner Condon Financial Advisors LLC | 1,348 | $480.8K | 0.11% | +225+20.0% | Added |
| Morris Financial Concepts, Inc. | 1,349 | $481.1K | 0.27% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 1,350 | $481.5K | 0.20% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $481.5K | 0.44% | +1,350 | New |
| Adell Harriman & Carpenter Inc | 1,357 | $484.2K | 0.04% | −53−3.8% | Reduced |
| Starfox Financial Services, LLC | 1,361 | $485.4K | 0.45% | +546+67.0% | Added |
| Tidemark, LLC | 1,363 | $486.1K | 0.30% | +1,363 | New |
| Mainsail Asset Management, LLC | 1,364 | $486.5K | 0.45% | +1,364 | New |
| Wick Capital Partners, LLC | 1,365 | $486.7K | 0.20% | +137+11.2% | Added |
| Olistico Wealth, LLC | 1,365 | $486.8K | 0.38% | +2+0.1% | Added |
| Cooper/Haims Advisors, LLC | 1,367 | $487.6K | 0.28% | +10+0.7% | Added |
| Renaissance Investment Group LLC | 1,369 | $488.2K | 0.12% | +400+41.3% | Added |
| AJ Advisors, LLC | 1,369 | $488.3K | 0.30% | +85+6.6% | Added |
| AAFCPAs Wealth Management, LLC | 1,370 | $488.6K | 0.29% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,377 | $491.1K | 0.33% | −136−9.0% | Reduced |
| Unique Wealth, LLC | 1,378 | $491.5K | 0.16% | +315+29.6% | Added |
| Ade, LLC | 1,380 | $492.2K | 0.34% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,383 | $493.4K | 0.26% | +17+1.2% | Added |
| Berkeley Capital Partners, LLC | 1,386 | $494.3K | 0.16% | −39−2.7% | Reduced |
| Red Spruce Capital, LLC | 1,389 | $495.4K | 0.25% | +63+4.8% | Added |
| Stamos Capital Partners, L.P. | 1,390 | $495.8K | 0.13% | −1,430−50.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,393 | $496.8K | 0.25% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,393 | $496.8K | 0.41% | +290+26.3% | Added |
| Fortitude Family Office, LLC | 1,398 | $498.6K | 0.37% | +1,398 | New |
| KRS Capital Management, LLC | 1,403 | $500.4K | 0.47% | −100−6.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,404 | $500.8K | 0.09% | −90−6.0% | Reduced |
| Martin Capital Advisors, LLP | 1,404 | $500.8K | 0.42% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,405 | $501.0K | 0.31% | −72−4.9% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $501.8K | 0.31% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,408 | $502.2K | 0.23% | +1,408 | New |