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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 1,594 | $568.5K | 0.48% | +1,594 | New |
| Mechanics Financial Corp | 1,595 | $568.9K | 0.32% | −25−1.5% | Reduced |
| Coerente Capital Management | 1,597 | $569.6K | 0.12% | +55+3.6% | Added |
| Accuvest Global Advisors | 1,598 | $569.9K | 0.61% | −1,962−55.1% | Reduced |
| Gouws Capital LLC | 1,600 | $570.7K | 0.46% | −200−11.1% | Reduced |
| First Dallas Securities Inc. | 1,600 | $571.0K | 0.29% | +600+60.0% | Added |
| Bruce G. Allen Investments, LLC | 1,601 | $571.0K | 0.52% | +1,601 | New |
| Gries Financial LLC | 1,602 | $571.4K | 0.13% | −15−0.9% | Reduced |
| LGT Financial Advisors LLC | 1,608 | $573.5K | 0.70% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,613 | $575.3K | 0.10% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,616 | $576.4K | 0.19% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,617 | $576.7K | 0.41% | −25−1.5% | Reduced |
| Retirement Guys Formula LLC | 1,618 | $577.1K | 0.31% | −134−7.6% | Reduced |
| Bogart Wealth, LLC | 1,621 | $578.1K | 0.03% | +151+10.3% | Added |
| Latitude Advisors, LLC | 1,622 | $578.4K | 0.41% | −8−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,628 | $580.6K | 0.35% | +1,628 | New |
| White Pine Capital LLC | 1,630 | $581.4K | 0.22% | −2−0.1% | Reduced |
| Horizon Bancorp Inc | 1,631 | $582.0K | 0.28% | +925+131.0% | Added |
| Driehaus Capital Management LLC | 1,632 | $582.1K | 0.01% | +4+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 1,635 | $583.1K | 0.40% | +125+8.3% | Added |
| SilverOak Wealth Management LLC | 1,635 | $583.1K | 0.16% | +1,635 | New |
| Tradewinds Capital Management, LLC | 1,643 | $586.0K | 0.23% | −1−0.1% | Reduced |
| Maripau Wealth Management LLC | 1,644 | $586.3K | 0.51% | +422+34.5% | Added |
| Doliver Advisors, LP | 1,644 | $586.3K | 0.18% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $586.3K | 1.62% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,518 | $587.7K | 0.06% | +13+0.9% | Added |
| Matisse Capital | 1,649 | $588.1K | 0.31% | +1,649 | New |
| Zega Financial, LLC | 1,650 | $588.5K | 0.25% | +1,650 | New |
| Farrow Financial Inc. | 1,650 | $588.5K | 0.44% | +1,650 | New |
| RIA Advisory Group LLC | 1,652 | $589.2K | 0.28% | +186+12.7% | Added |
| Rock Point Advisors, LLC | 1,657 | $591.0K | 0.18% | −50−2.9% | Reduced |
| Meyer Handelman Co | 1,660 | $592.1K | 0.02% | −3,450−67.5% | Reduced |
| Progressive Investment Management Corp | 1,660 | $592.1K | 0.17% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,691 | $592.4K | 0.32% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 1,661 | $592.4K | 0.38% | +1,661 | New |
| Cetera Trust Company, N.A | 1,662 | $592.8K | 0.37% | +1,662 | New |
| Financial Network Wealth Advisors LLC | 1,663 | $593.1K | 0.63% | +1,663 | New |
| Capital Investment Counsel, LLC | 1,664 | $593.5K | 0.22% | +1,664 | New |
| Atlas Private Wealth Advisors | 1,664 | $593.5K | 0.11% | −100−5.7% | Reduced |
| Quantum Financial Advisors, LLC | 1,668 | $594.9K | 0.15% | +7+0.4% | Added |
| Retirement Financial Solutions, LLC | 1,668 | $594.9K | 0.34% | +46+2.8% | Added |
| Sendero Wealth Management, LLC | 1,669 | $595.3K | 0.11% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,671 | $596.0K | 0.32% | −74−4.2% | Reduced |
| Wealth Management Partners, LLC | 1,674 | $597.0K | 0.33% | −79−4.5% | Reduced |
| Full Sail Capital, LLC | 1,674 | $597.0K | 0.05% | −7−0.4% | Reduced |
| Trustco Bank Corp N Y | 1,677 | $598.1K | 0.65% | +100+6.3% | Added |
| 1620 Investment Advisors, Inc. | 1,677 | $598.1K | 0.66% | +1,677 | New |
| Forza Wealth Management, LLC | 1,689 | $602.4K | 0.33% | +20+1.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,690 | $602.8K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,695 | $604.5K | 0.34% | +19+1.1% | Added |
| HMS Capital Management, LLC | 1,698 | $605.6K | 0.37% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,699 | $606.0K | 0.10% | +35+2.1% | Added |
| MTM Investment Management, LLC | 1,706 | $608.5K | 0.28% | +467+37.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $609.5K | 0.40% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,712 | $610.6K | 0.37% | −62−3.5% | Reduced |
| Ratio Wealth Group | 1,714 | $611.3K | 0.13% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,727 | $616.0K | 0.30% | −41−2.3% | Reduced |
| FMB Wealth Management | 1,727 | $616.0K | 0.56% | −1−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,730 | $617.0K | 0.25% | −5,374−75.6% | Reduced |
| Canopy Partners, LLC | 1,730 | $617.0K | 0.38% | +1,730 | New |
| GDS Wealth Management | 1,731 | $617.4K | 0.08% | +858+98.3% | Added |
| Fortem Financial Group, LLC | 1,732 | $617.7K | 0.31% | −50−2.8% | Reduced |
| Capital Square, LLC | 1,732 | $617.7K | 0.70% | +5+0.3% | Added |
| PFC Capital Group, Inc. | 1,735 | $618.0K | 0.37% | +1,735 | New |
| Kingdom Financial Group LLC. | 1,734 | $618.4K | 0.54% | +78+4.7% | Added |
| Virtus ETF Advisers LLC | 1,735 | $618.8K | 0.39% | +1,735 | New |
| HBC Financial Services, PLLC | 1,738 | $619.0K | 0.43% | 00.0% | Unchanged |
| Gerber, LLC | 1,736 | $619.2K | 0.56% | +1,736 | New |
| Blue Bell Private Wealth Management, LLC | 1,737 | $619.5K | 0.15% | +275+18.8% | Added |
| Eagle Bay Advisors LLC | 1,740 | $620.6K | 0.39% | −291−14.3% | Reduced |
| Aua Capital Management, LLC | 1,743 | $621.7K | 0.39% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,745 | $622.4K | 0.55% | +1,745 | New |
| Unionview, LLC | 1,746 | $622.7K | 0.56% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,747 | $623.1K | 0.30% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,748 | $623.4K | 0.62% | +1,748 | New |
| William Allan, LLC | 1,753 | $625.0K | 0.45% | +84+5.0% | Added |
| BlueChip Wealth Advisors LLC | 1,753 | $625.2K | 0.44% | +1,753 | New |
| Vigilare Wealth Management | 1,754 | $625.6K | 0.32% | −15−0.8% | Reduced |
| United Bank | 1,756 | $626.3K | 0.08% | −61−3.4% | Reduced |
| Duncker Streett & Co Inc | 1,757 | $626.7K | 0.13% | +57+3.4% | Added |
| Exchange Bank | 1,758 | $627.0K | 0.54% | +55+3.2% | Added |
| Main Street Group, LTD | 1,759 | $627.6K | 0.22% | +1,759 | New |
| Hyperion Partners, LLC | 1,760 | $627.7K | 0.50% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,764 | $629.1K | 0.10% | −425−19.4% | Reduced |
| Sunpointe, LLC | 1,770 | $631.3K | 0.80% | +1,770 | New |
| Insight Folios Inc | 1,774 | $632.7K | 0.27% | +208+13.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,776 | $633.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,776 | $633.4K | 0.37% | +2+0.1% | Added |
| Gitterman Wealth Management, LLC | 1,779 | $634.5K | 0.28% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,780 | $634.9K | 0.56% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,781 | $635.2K | 0.00% | −38,431−95.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,783 | $635.9K | 0.20% | −222−11.1% | Reduced |
| Cantor Fitzgerald, L. P. | 1,786 | $637.0K | 0.14% | −1,127−38.7% | Reduced |
| Caerus Investment Advisors, LLC | 1,791 | $638.8K | 0.61% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,792 | $639.1K | 0.15% | −22−1.2% | Reduced |
| McMahon Financial Advisors, LLC | 1,795 | $640.2K | 0.18% | +728+68.2% | Added |
| Luminvest Wealth Management LLC | 1,400 | $640.3K | 0.42% | +1,400 | New |
| Asset Management Resources, LLC | 1,799 | $641.6K | 0.37% | −927−34.0% | Reduced |
| Terril Brothers, Inc. | 1,800 | $642.0K | 0.23% | +15+0.8% | Added |
| Dempze Nancy E | 1,801 | $642.3K | 0.54% | −95−5.0% | Reduced |