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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 217,089 | $77.4M | 2.96% | −289−0.1% | Reduced |
| Commerce Bank | 216,521 | $77.2M | 0.55% | −3,207−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 214,160 | $76.4M | 0.92% | +51,969+32.0% | Added |
| JRM Investment Counsel, LLC | 213,866 | $76.3M | 27.87% | −215−0.1% | Reduced |
| Oldfield Partners LLP | 213,453 | $76.1M | 10.45% | −79,200−27.1% | Reduced |
| EP Wealth Advisors, LLC | 212,291 | $75.7M | 0.97% | +212,291 | New |
| Cooke & Bieler LP | 207,402 | $74.0M | 0.65% | −5,611−2.6% | Reduced |
| Staley Capital Advisers Inc | 206,556 | $73.7M | 3.67% | +622+0.3% | Added |
| Umb Bank N A | 204,868 | $73.1M | 1.07% | +17,906+9.6% | Added |
| Manitou Investment Management Ltd. | 201,797 | $72.0M | 15.63% | −1,416−0.7% | Reduced |
| Summitry LLC | 200,369 | $71.5M | 4.15% | −621−0.3% | Reduced |
| Davis Asset Management, L.P. | 200,000 | $71.3M | 3.46% | 00.0% | Unchanged |
| Colony Group, LLC | 199,487 | $71.1M | 0.93% | +199,487 | New |
| AXA S.A. | 199,183 | $71.0M | 0.23% | +21,895+12.3% | Added |
| Ingalls & Snyder LLC | 197,022 | $70.3M | 3.19% | −6,126−3.0% | Reduced |
| Fairview Capital Investment Management, LLC | 196,302 | $70.0M | 4.17% | −973−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 195,859 | $69.9M | 0.87% | −1,600−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 195,209 | $69.6M | 2.71% | −1,679−0.9% | Reduced |
| Panagora Asset Management Inc | 195,073 | $69.6M | 0.39% | −105,731−35.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180,305 | $69.2M | 0.69% | +3,946+2.2% | Added |
| Public Employees Retirement Association of Colorado | 193,425 | $69.0M | 0.32% | −4,622−2.3% | Reduced |
| Westwood Holdings Group Inc. | 192,929 | $68.8M | 0.58% | −9,195−4.5% | Reduced |
| Oppenheimer & Co Inc | 192,471 | $68.6M | 1.26% | +4,102+2.2% | Added |
| Whittier Trust Co | 190,279 | $67.9M | 1.10% | +1,358+0.7% | Added |
| Vontobel Asset Management Inc | 192,898 | $67.0M | 0.40% | −19,586−9.2% | Reduced |
| Smead Capital Management, Inc. | 186,121 | $66.4M | 1.19% | +1,307+0.7% | Added |
| St. James Investment Company, LLC | 185,759 | $66.3M | 10.74% | −14,815−7.4% | Reduced |
| Howland Capital Management LLC | 185,523 | $66.2M | 3.50% | +2,057+1.1% | Added |
| Smith Chas P & Associates Pa Cpas | 184,216 | $65.7M | 4.33% | +646+0.4% | Added |
| Gunn & Co Investment Management, Inc. | 184,216 | $65.7M | 4.33% | +168,382+1,063.4% | Added |
| Mutual Advisors, LLC | 181,507 | $64.7M | 2.25% | +4,090+2.3% | Added |
| Mraz, Amerine & Associates, Inc. | 180,900 | $64.5M | 13.52% | −1,285−0.7% | Reduced |
| Federated Hermes, Inc. | 180,759 | $64.5M | 0.16% | +79,697+78.9% | Added |
| Chilton Investment Co LLC | 180,275 | $64.3M | 1.89% | +126,023+232.3% | Added |
| Capital Fund Management S.A. | 180,067 | $64.2M | 0.82% | −198,517−52.4% | Reduced |
| Canoe Financial LP | 178,669 | $63.7M | 1.25% | +775+0.4% | Added |
| Archon Partners LLC | 176,800 | $63.1M | 8.69% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 176,246 | $62.9M | 2.16% | −1,621−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 166,823 | $62.8M | 2.90% | +4,607+2.8% | Added |
| Beck Mack & Oliver LLC | 175,836 | $62.7M | 1.46% | −1,544−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 175,048 | $62.5M | 0.36% | +1,494+0.9% | Added |
| Salem Investment Counselors Inc | 174,665 | $62.3M | 2.13% | +6,822+4.1% | Added |
| Allen Investment Management LLC | 172,341 | $61.5M | 0.82% | −55,012−24.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 172,162 | $61.4M | 0.17% | +139,338+424.5% | Added |
| Financial Counselors Inc | 171,381 | $61.1M | 1.09% | +2,078+1.2% | Added |
| FJ Investments, LLC | 171,052 | $61.0M | 2.90% | +171,052 | New |
| Lazard Asset Management LLC | 170,337 | $60.8M | 0.08% | −339−0.2% | Reduced |
| Seizert Capital Partners, LLC | 169,554 | $60.5M | 3.07% | −9,871−5.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 169,089 | $60.3M | 6.31% | +263+0.2% | Added |
| Confluence Investment Management LLC | 168,958 | $60.3M | 0.85% | −6,809−3.9% | Reduced |
| Wittenberg Investment Management, Inc. | 168,712 | $60.2M | 20.90% | −3,370−2.0% | Reduced |
| GWM Advisors LLC | 165,497 | $60.0M | 0.57% | +12,557+8.2% | Added |
| Miller Investment Management, LP | 167,668 | $59.8M | 8.51% | −543−0.3% | Reduced |
| S&CO Inc | 166,150 | $59.3M | 4.54% | −542−0.3% | Reduced |
| Roundview Capital LLC | 166,147 | $59.3M | 5.46% | −1,967−1.2% | Reduced |
| Cohen Klingenstein LLC | 165,627 | $59.1M | 2.42% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 165,038 | $58.9M | 0.99% | −2,752−1.6% | Reduced |
| Jacobi Capital Management LLC | 163,946 | $58.5M | 6.00% | −5,309−3.1% | Reduced |
| Alpha Cubed Investments, LLC | 163,393 | $58.3M | 3.26% | +15,920+10.8% | Added |
| Tweedy, Browne Co LLC | 162,360 | $57.9M | 2.83% | −2,630−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 161,415 | $57.6M | 1.47% | +19,627+13.8% | Added |
| Amussen Hunsaker Associates LLC | 161,348 | $57.5M | 11.64% | +4,803+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 160,515 | $57.2M | 0.90% | −11,744−6.8% | Reduced |
| Cetera Advisors LLC | 159,557 | $56.9M | 0.79% | +1,694+1.1% | Added |
| Lido Advisors, LLC | 159,101 | $56.7M | 0.56% | +13,832+9.5% | Added |
| King Luther Capital Management Corp | 158,110 | $56.4M | 0.27% | +13,638+9.4% | Added |
| Agf Management Ltd | 157,923 | $56.3M | 0.33% | +101,277+178.8% | Added |
| 1832 Asset Management L.P. | 157,325 | $56.1M | 0.11% | −802,842−83.6% | Reduced |
| Martingale Asset Management L P | 157,070 | $56.0M | 1.14% | −1,291−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 156,450 | $55.8M | 0.52% | −5,822−3.6% | Reduced |
| Baxter Bros Inc | 156,430 | $55.8M | 7.73% | −1,135−0.7% | Reduced |
| Capital Advisors Inc | 155,830 | $55.6M | 1.24% | −1,998−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 154,939 | $55.3M | 0.73% | −6,592−4.1% | Reduced |
| Polar Capital Holdings Plc | 154,786 | $55.2M | 0.38% | −2,064−1.3% | Reduced |
| Mar Vista Investment Partners LLC | 153,821 | $54.9M | 2.50% | −8,683−5.3% | Reduced |
| Parthenon LLC | 153,725 | $54.8M | 7.58% | −985−0.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 152,978 | $54.6M | 2.31% | +8,472+5.9% | Added |
| Avenir Corp | 152,277 | $54.3M | 4.70% | −3,126−2.0% | Reduced |
| DDD Partners, LLC | 151,627 | $54.1M | 7.27% | −1,220−0.8% | Reduced |
| Ardent Capital Management, Inc. | 151,278 | $54.0M | 28.28% | +202+0.1% | Added |
| Avantax Advisory Services, Inc. | 150,710 | $53.8M | 0.53% | +14,161+10.4% | Added |
| British Columbia Investment Management Corp | 150,577 | $53.7M | 0.44% | +32,669+27.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 150,119 | $53.5M | 1.46% | +10,836+7.8% | Added |
| Consulta Ltd | 150,000 | $53.5M | 3.52% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 149,953 | $53.5M | 0.43% | +5,330+3.7% | Added |
| Guyasuta Investment Advisors Inc | 149,929 | $53.5M | 3.86% | +177+0.1% | Added |
| Generate Investment Management Ltd | 149,254 | $53.2M | 4.60% | +149,254 | New |
| First Foundation Advisors | 149,188 | $53.2M | 2.42% | −14,753−9.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 105,335 | $52.9M | 0.73% | +105,335 | New |
| Hosking Partners LLP | 147,885 | $52.7M | 2.23% | −10,969−6.9% | Reduced |
| Atria Wealth Solutions, Inc. | 147,225 | $52.5M | 0.66% | +3,011+2.1% | Added |
| Allianz Asset Management GmbH | 146,833 | $52.4M | 0.10% | −91,042−38.3% | Reduced |
| Wolverine Trading, LLC | 146,819 | $52.4M | 0.40% | +79,531+118.2% | Added |
| Central Trust Co | 146,117 | $52.1M | 1.38% | −70.0% | Reduced |
| Kentucky Retirement Systems | 145,575 | $51.9M | 1.62% | +1,238+0.9% | Added |
| Founders Capital Management, LLC | 145,479 | $51.9M | 10.64% | −1,028−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 143,778 | $51.3M | 0.67% | +3,049+2.2% | Added |
| Northeast Investment Management | 143,431 | $51.2M | 2.74% | −528−0.4% | Reduced |
| Segment Wealth Management, LLC | 142,568 | $50.8M | 4.49% | +5,417+3.9% | Added |
| Maryland State Retirement & Pension System | 142,269 | $50.7M | 1.04% | +1,318+0.9% | Added |