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 |
|---|---|---|---|---|---|
| Leeward Financial Partners, LLC | 1,409 | $502.5K | 0.24% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,413 | $504.0K | 0.44% | −1,192−45.8% | Reduced |
| Accel Wealth Management | 1,415 | $504.7K | 0.25% | −746−34.5% | Reduced |
| Gould Asset Management LLC | 1,415 | $504.7K | 0.13% | −50−3.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,420 | $506.0K | 0.19% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,420 | $506.5K | 0.12% | +106+8.1% | Added |
| Sterling Wealth Management, Inc. | 1,420 | $506.5K | 0.28% | +1,420 | New |
| Financial Advisors, LLC | 1,422 | $507.2K | 0.11% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,298 | $507.2K | 0.37% | +147+12.8% | Added |
| Cape Ann Savings Bank | 1,323 | $507.7K | 0.34% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,425 | $508.2K | 0.33% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 1,426 | $508.6K | 0.30% | +134+10.4% | Added |
| Vantage Financial Partners, LLC | 1,426 | $508.6K | 0.15% | +333+30.5% | Added |
| Lloyd Advisory Services, LLC. | 1,429 | $509.7K | 0.24% | −4,795−77.0% | Reduced |
| Skba Capital Management LLC | 1,429 | $509.7K | 0.09% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,430 | $510.0K | 0.19% | +21+1.5% | Added |
| Sentinel Trust Co Lba | 1,434 | $511.0K | 0.07% | 00.0% | Unchanged |
| Mayport, LLC | 1,433 | $511.1K | 0.23% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,436 | $512.2K | 0.06% | −11−0.8% | Reduced |
| Burkett Financial Services, LLC | 1,436 | $512.2K | 0.29% | +1,436 | New |
| 49 Wealth Management, LLC | 1,439 | $513.2K | 0.13% | +1,439 | New |
| Iron Horse Wealth Management, LLC | 1,441 | $514.0K | 0.22% | −25−1.7% | Reduced |
| American State Bank (Iowa) | 1,442 | $514.3K | 0.33% | +55+4.0% | Added |
| Northern Oak Wealth Management Inc | 1,443 | $514.7K | 0.06% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,445 | $515.4K | 0.41% | +1,445 | New |
| Guild Investment Management, Inc. | 1,450 | $517.2K | 0.82% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,450 | $517.2K | 0.24% | +24+1.7% | Added |
| Jackson Hole Capital Partners, LLC | 1,451 | $517.5K | 0.13% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,451 | $517.5K | 0.52% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,457 | $519.7K | 0.46% | −10−0.7% | Reduced |
| Logan Capital Management Inc | 1,460 | $520.7K | 0.02% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 1,460 | $520.7K | 0.49% | +48+3.4% | Added |
| JGP Wealth Management, LLC | 1,461 | $521.1K | 0.08% | +20+1.4% | Added |
| Somerset Trust Co | 1,463 | $521.8K | 0.23% | −979−40.1% | Reduced |
| Tolleson Wealth Management, Inc. | 1,464 | $522.0K | 0.11% | +1,464 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,464 | $522.2K | 0.03% | +6+0.4% | Added |
| Outlook Wealth Advisors, LLC | 1,468 | $523.6K | 0.18% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,468 | $523.6K | 0.37% | +24+1.7% | Added |
| Carr Financial Group Corp | 1,469 | $523.9K | 0.19% | +15+1.0% | Added |
| Diversified Portfolios, Inc. | 1,474 | $525.7K | 0.08% | +110+8.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $526.1K | 0.14% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,482 | $528.7K | 0.23% | +52+3.6% | Added |
| Nemes Rush Group LLC | 1,486 | $530.0K | 0.09% | −15−1.0% | Reduced |
| Meridian Management Co | 1,335 | $531.8K | 0.15% | −321−19.4% | Reduced |
| Raleigh Capital Management Inc. | 1,493 | $532.5K | 0.25% | +317+27.0% | Added |
| KFG Wealth Management, LLC | 1,493 | $532.5K | 0.24% | −41−2.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,493 | $532.5K | 0.36% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,495 | $533.2K | 0.48% | +881+143.5% | Added |
| Truefg, LLC | 1,499 | $534.6K | 0.21% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 1,500 | $535.0K | 0.10% | −200−11.8% | Reduced |
| Legacy Wealth Management, LLC | 1,500 | $535.0K | 0.26% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,500 | $535.0K | 0.07% | +286+23.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,500 | $535.1K | 0.04% | +1,500 | New |
| Motiv8 Investments LLC | 1,502 | $535.7K | 0.48% | +1,502 | New |
| Imprint Wealth LLC | 1,507 | $537.5K | 0.43% | −1,117−42.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,508 | $537.8K | 0.13% | −28−1.8% | Reduced |
| Great Waters Wealth Management | 1,468 | $538.3K | 0.10% | +30+2.1% | Added |
| Paulson Wealth Management Inc. | 1,510 | $538.6K | 0.17% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,512 | $539.3K | 0.31% | −90−5.6% | Reduced |
| Oceanside Advisors LLC | 1,512 | $539.3K | 0.48% | +1,512 | New |
| Shoker Investment Counsel, Inc. | 1,513 | $539.6K | 0.21% | +71+4.9% | Added |
| Human Investing LLC | 1,514 | $540.0K | 0.12% | −140−8.5% | Reduced |
| Schiavi & Co LLC | 1,515 | $540.3K | 0.22% | +50+3.4% | Added |
| Milestone Asset Management, LLC | 1,515 | $540.3K | 0.18% | +103+7.3% | Added |
| MQS Management LLC | 1,517 | $541.1K | 0.30% | −1,588−51.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,520 | $542.1K | 0.53% | +1,520 | New |
| American Institute for Advanced Investment Management, LLP | 1,521 | $542.5K | 0.48% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,525 | $543.9K | 0.19% | +9+0.6% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,526 | $544.3K | 0.45% | −8−0.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,526 | $544.3K | 0.21% | −56−3.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,527 | $544.6K | 0.15% | −515−25.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,528 | $545.0K | 0.35% | +10+0.7% | Added |
| PFW Advisors LLC | 1,538 | $548.5K | 0.18% | +296+23.8% | Added |
| Spectrum Investment Advisors, Inc. | 1,542 | $550.0K | 0.44% | +1,542 | New |
| WealthCollab, LLC | 1,542 | $550.0K | 0.43% | +1,542 | New |
| LaSalle St. Investment Advisors, LLC | 1,544 | $550.6K | 0.37% | +465+43.1% | Added |
| Anson Capital, Inc. | 1,546 | $551.4K | 0.91% | +1,546 | New |
| Commonwealth Financial Services, LLC | 1,548 | $552.1K | 0.13% | −46−2.9% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,549 | $552.5K | 0.74% | −27−1.7% | Reduced |
| Millennium Capital Advisors, LLC | 1,550 | $552.8K | 0.42% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,550 | $552.8K | 0.29% | +40+2.6% | Added |
| Shared Vision Wealth Group LLC | 1,556 | $555.0K | 0.37% | +1,556 | New |
| Commonwealth Retirement Investments LLC | 1,559 | $556.0K | 0.29% | +500+47.2% | Added |
| FC Advisory LLC | 1,564 | $557.8K | 0.22% | +149+10.5% | Added |
| Birchcreek Wealth Management, LLC | 1,566 | $558.5K | 0.33% | +52+3.4% | Added |
| Partners in Financial Planning | 1,567 | $558.9K | 0.13% | +100+6.8% | Added |
| NDWM LLC | 1,572 | $560.7K | 0.54% | +1,572 | New |
| Benchmark Investment Advisors LLC | 1,575 | $561.7K | 0.52% | +547+53.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,575 | $561.7K | 0.60% | +1,575 | New |
| Omnia Family Wealth, LLC | 1,578 | $562.8K | 0.29% | −110−6.5% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $563.5K | 0.29% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,580 | $563.5K | 0.37% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,581 | $563.9K | 0.82% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,582 | $564.2K | 0.15% | −134−7.8% | Reduced |
| Cedrus LLC | 1,582 | $564.2K | 0.35% | −58−3.5% | Reduced |
| NorthLanding Financial Partners, LLC | 1,582 | $564.4K | 0.67% | −6−0.4% | Reduced |
| Prosperity Financial Group, Inc. | 1,583 | $564.6K | 0.39% | +550+53.2% | Added |
| Corundum Group, Inc. | 1,589 | $566.7K | 0.28% | +16+1.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $567.0K | 0.04% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,593 | $568.2K | 0.18% | −25−1.5% | Reduced |