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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 142,220 | $50.7M | 0.89% | +1,174+0.8% | Added |
| Burgundy Asset Management Ltd. | 142,205 | $50.7M | 0.56% | −2,934−2.0% | Reduced |
| Greenleaf Trust | 141,507 | $50.5M | 0.54% | −2,667−1.8% | Reduced |
| Wealthfront Advisers LLC | 141,341 | $50.4M | 0.19% | +4,454+3.3% | Added |
| Cutter & CO Brokerage, Inc. | 140,649 | $50.2M | 13.93% | −2,786−1.9% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 140,600 | $50.1M | 21.92% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 139,652 | $49.8M | 3.55% | +296+0.2% | Added |
| Lountzis Asset Management, LLC | 139,460 | $49.7M | 27.15% | −1,637−1.2% | Reduced |
| Norris Perne & French LLP | 138,841 | $49.5M | 3.83% | −381−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 138,667 | $49.5M | 3.74% | −3,970−2.8% | Reduced |
| South Dakota Investment Council | 137,176 | $48.9M | 1.04% | −5,220−3.7% | Reduced |
| Perfromance Wealth Partners, LLC | 136,620 | $48.7M | 2.14% | +23,066+20.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 136,190 | $48.6M | 0.57% | +14,175+11.6% | Added |
| Storebrand Asset Management AS | 133,912 | $47.8M | 0.17% | −314,355−70.1% | Reduced |
| Warren Averett Asset Management, LLC | 133,445 | $47.6M | 1.78% | +113,083+555.4% | Added |
| Daiwa Securities Group Inc. | 132,925 | $47.4M | 0.29% | +9,737+7.9% | Added |
| Pacer Advisors, Inc. | 132,473 | $47.2M | 0.13% | +16,561+14.3% | Added |
| Moneta Group Investment Advisors LLC | 130,988 | $46.7M | 0.92% | +2,051+1.6% | Added |
| Prime Capital Investment Advisors, LLC | 130,288 | $46.5M | 0.70% | +25,234+24.0% | Added |
| Welch & Forbes LLC | 128,993 | $46.0M | 0.69% | −4,621−3.5% | Reduced |
| Lafayette Investments, Inc. | 128,983 | $46.0M | 11.43% | −663−0.5% | Reduced |
| Retirement Group, LLC | 128,418 | $45.8M | 18.51% | +523+0.4% | Added |
| Fiduciary Trust Co | 127,397 | $45.4M | 0.76% | −385−0.3% | Reduced |
| Equitable Holdings, Inc. | 126,420 | $45.1M | 0.56% | +27,032+27.2% | Added |
| St Germain D J Co Inc | 125,972 | $44.9M | 2.34% | +468+0.4% | Added |
| Ieq Capital, LLC | 125,562 | $44.8M | 0.74% | +4,392+3.6% | Added |
| Stack Financial Management, Inc | 125,495 | $44.8M | 5.05% | −2,027−1.6% | Reduced |
| First Trust Advisors LP | 124,975 | $44.6M | 0.05% | +86,033+220.9% | Added |
| Heritage Wealth Advisors | 124,858 | $44.5M | 2.21% | −6,122−4.7% | Reduced |
| Illinois Municipal Retirement Fund | 123,002 | $43.9M | 0.73% | +53,673+77.4% | Added |
| Fairholme Capital Management LLC | 122,958 | $43.9M | 2.81% | +71,685+139.8% | Added |
| Hartford Investment Management Co | 122,588 | $43.7M | 1.63% | −1,692−1.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 122,351 | $43.6M | 1.61% | +122,351 | New |
| Elgethun Capital Management | 122,062 | $43.5M | 12.33% | −1,312−1.1% | Reduced |
| Advisors Capital Management, LLC | 121,935 | $43.5M | 0.89% | +121,935 | New |
| MAI Capital Management | 121,881 | $43.5M | 0.58% | +4,167+3.5% | Added |
| Valeo Financial Advisors, LLC | 289,646 | $43.0M | 1.74% | +4,839+1.7% | Added |
| Smith, Salley & Associates | 120,294 | $42.9M | 2.77% | +3,673+3.1% | Added |
| CapWealth Advisors, LLC | 119,691 | $42.7M | 5.21% | −5,050−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 119,361 | $42.6M | 2.58% | −1,336−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 119,224 | $42.5M | 0.57% | +4,343+3.8% | Added |
| PGGM Investments | 118,958 | $42.4M | 0.65% | +43,461+57.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 118,484 | $42.3M | 13.02% | −497−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 118,350 | $42.2M | 0.19% | +5,583+5.0% | Added |
| Thomasville National Bank | 117,360 | $41.9M | 3.71% | −4,102−3.4% | Reduced |
| Am Investment Strategies LLC | 116,580 | $41.6M | 11.73% | −2,006−1.7% | Reduced |
| Harvey Investment Co LLC | 116,367 | $41.5M | 5.02% | +77+0.1% | Added |
| E. Ohman J:or Asset Management AB | 116,231 | $41.5M | 1.52% | −20,377−14.9% | Reduced |
| Securian Asset Management, Inc | 115,231 | $41.1M | 1.17% | −15,640−12.0% | Reduced |
| Cook & Bynum Capital Management, LLC | 114,960 | $41.0M | 32.35% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 114,651 | $40.9M | 0.42% | −289,202−71.6% | Reduced |
| Elo Mutual Pension Insurance Co | 114,203 | $40.7M | 1.09% | +5,735+5.3% | Added |
| Busey Wealth Management | 114,107 | $40.7M | 1.57% | −19,651−14.7% | Reduced |
| Asset Management Advisors, LLC | 114,021 | $40.7M | 33.44% | −587−0.5% | Reduced |
| Wintrust Investments LLC | 113,776 | $40.6M | 3.93% | +2,939+2.7% | Added |
| Stock Yards Bank & Trust Co | 113,689 | $40.5M | 1.45% | −6,303−5.3% | Reduced |
| Academy Capital Management Inc | 113,413 | $40.4M | 8.22% | −1,197−1.0% | Reduced |
| Trust Co of Vermont | 113,189 | $40.4M | 2.69% | −5,695−4.8% | Reduced |
| Defender Capital, LLC. | 112,405 | $40.1M | 14.07% | −6,686−5.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 112,214 | $40.0M | 15.96% | −1,115−1.0% | Reduced |
| Saybrook Capital | 112,096 | $40.0M | 11.09% | −664−0.6% | Reduced |
| GoodHaven Capital Management, LLC | 111,614 | $39.8M | 17.27% | +21,050+23.2% | Added |
| Intech Investment Management LLC | 111,229 | $39.7M | 0.58% | −2,442−2.1% | Reduced |
| MUFG Securities EMEA plc | 111,000 | $39.6M | 3.28% | +111,000 | New |
| Moody Lynn & Lieberson, LLC | 110,980 | $39.6M | 3.01% | −132−0.1% | Reduced |
| Chemistry Wealth Management LLC | 110,816 | $39.5M | 11.93% | +994+0.9% | Added |
| Pinnacle Associates Ltd | 110,620 | $39.5M | 0.66% | +449+0.4% | Added |
| Nitorum Capital, L.P. | 110,385 | $39.4M | 4.21% | +2,240+2.1% | Added |
| Louisiana State Employees Retirement System | 110,000 | $39.2M | 0.81% | −3,000−2.7% | Reduced |
| Adviser Investments LLC | 109,856 | $39.2M | 0.56% | +80,689+276.6% | Added |
| Gulf International Bank (UK) Ltd | 109,399 | $39.0M | 1.10% | −9,566−8.0% | Reduced |
| New Capital Management LP | 109,350 | $39.0M | 12.34% | −1,710−1.5% | Reduced |
| JustInvest LLC | 109,001 | $38.9M | 1.00% | +10,517+10.7% | Added |
| Close Asset Management Ltd | 108,586 | $38.8M | 1.62% | +5,399+5.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 108,550 | $38.7M | 4.81% | −934−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 108,277 | $38.6M | 1.58% | −240.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 108,135 | $38.6M | 3.10% | +317+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 108,105 | $38.6M | 0.46% | +171+0.2% | Added |
| Citadel Investment Advisory, Inc. | 107,844 | $38.5M | 23.67% | −61−0.1% | Reduced |
| Spears Abacus Advisors LLC | 107,741 | $38.4M | 3.06% | +813+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 107,504 | $38.3M | 0.80% | −2,459−2.2% | Reduced |
| South State Corp. | 107,311 | $38.3M | 3.26% | +4,406+4.3% | Added |
| Culbertson A N & Co Inc | 107,266 | $38.3M | 7.12% | +261+0.2% | Added |
| Ironvine Capital Partners, LLC | 107,210 | $38.2M | 4.59% | −6,416−5.6% | Reduced |
| Compagnie Lombard Odier SCmA | 106,981 | $38.2M | 0.71% | +17,966+20.2% | Added |
| Natixis | 106,791 | $38.1M | 0.29% | −14,777−12.2% | Reduced |
| HB Wealth Management, LLC | 105,268 | $37.5M | 0.54% | +3,245+3.2% | Added |
| Unigestion Holding SA | 104,481 | $37.3M | 2.05% | +4,765+4.8% | Added |
| Portland Investment Counsel Inc. | 104,187 | $37.2M | 13.30% | −104−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 103,767 | $37.0M | 6.48% | +103,767 | New |
| Gateway Advisory, LLC | 103,695 | $37.0M | 7.10% | +43,253+71.6% | Added |
| Ancora Advisors, LLC | 103,421 | $36.9M | 0.87% | −388−0.4% | Reduced |
| SFMG, LLC | 102,768 | $36.7M | 3.40% | −730−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 102,096 | $36.4M | 0.47% | +1,155+1.1% | Added |
| Farmers & Merchants Investments Inc | 101,953 | $36.4M | 1.33% | −425−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 101,253 | $36.1M | 1.16% | −409−0.4% | Reduced |
| Philadelphia Trust Co | 101,190 | $36.1M | 3.39% | −622−0.6% | Reduced |
| Templeton & Phillips Capital Management, LLC | 101,088 | $36.1M | 36.75% | −1,704−1.7% | Reduced |
| Foundation Resource Management Inc | 100,682 | $35.9M | 5.72% | −2,413−2.3% | Reduced |
| Grandfield & Dodd, LLC | 100,649 | $35.9M | 2.48% | −2,020−2.0% | Reduced |