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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 98,578 | $35.2M | 0.58% | +938+1.0% | Added |
| Regions Financial Corp | 97,959 | $34.9M | 0.29% | +8,043+8.9% | Added |
| Brinker Capital Investments, LLC | 94,747 | $34.9M | 0.41% | −4,146−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 94,747 | $34.9M | 0.41% | −4,146−4.2% | Reduced |
| Lincoln Capital LLC | 97,736 | $34.9M | 8.50% | −623−0.6% | Reduced |
| WealthPLAN Partners, LLC | 97,571 | $34.8M | 3.58% | +1,935+2.0% | Added |
| Western Wealth Management, LLC | 97,197 | $34.7M | 2.50% | −212−0.2% | Reduced |
| Allen Capital Group, LLC | 97,070 | $34.6M | 5.73% | −264−0.3% | Reduced |
| First Nebraska Trust Co | 96,803 | $34.5M | 3.99% | −757−0.8% | Reduced |
| Rockland Trust Co | 96,737 | $34.5M | 1.89% | +1,026+1.1% | Added |
| Prospector Partners LLC | 96,398 | $34.4M | 4.33% | +90+0.1% | Added |
| Front Street Capital Management, Inc. | 96,327 | $34.4M | 6.86% | −785−0.8% | Reduced |
| Avalon Trust Co | 96,076 | $34.3M | 3.13% | +461+0.5% | Added |
| Grand Jean Capital Management Inc | 96,018 | $34.2M | 10.24% | −280−0.3% | Reduced |
| AMF Pensionsforsakring AB | 95,979 | $34.2M | 0.29% | −667,268−87.4% | Reduced |
| Cetera Investment Advisers | 95,746 | $34.1M | 0.28% | +3,651+4.0% | Added |
| Hutchinson Capital Management | 95,378 | $34.0M | 7.41% | +1,854+2.0% | Added |
| Matthew Goff Investment Advisor, LLC | 95,308 | $34.0M | 7.54% | −481−0.5% | Reduced |
| Natixis Investment Managers International | 95,180 | $33.9M | 2.41% | +630+0.7% | Added |
| Nations Financial Group Inc, | 95,154 | $33.9M | 3.14% | −490−0.5% | Reduced |
| Ervin Investment Management, LLC | 94,958 | $33.9M | 25.88% | +226+0.2% | Added |
| Main Street Research LLC | 94,780 | $33.8M | 2.71% | +30,159+46.7% | Added |
| New Mexico Educational Retirement Board | 94,657 | $33.8M | 1.30% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 92,718 | $33.1M | 0.50% | +3,169+3.5% | Added |
| Associated Banc-Corp | 92,325 | $32.9M | 1.14% | +3,071+3.4% | Added |
| True North Advisors, LLC | 92,001 | $32.8M | 8.43% | −1,611−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 91,725 | $32.7M | 0.14% | +3,105+3.5% | Added |
| JFS Wealth Advisors, LLC | 91,720 | $32.7M | 2.78% | −6,734−6.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 91,455 | $32.6M | 4.33% | +381+0.4% | Added |
| LSV Asset Management | 90,820 | $32.4M | 0.07% | −16,970−15.7% | Reduced |
| Gamco Investors, Inc. Et Al | 90,141 | $32.1M | 0.34% | −2,558−2.8% | Reduced |
| Bokf, NA | 90,048 | $32.1M | 0.63% | −285−0.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 89,405 | $31.9M | 3.22% | −1,199−1.3% | Reduced |
| CQS (US), LLC | 89,076 | $31.8M | 3.48% | +47,434+113.9% | Added |
| SP Asset Management LLC | 88,959 | $31.7M | 3.25% | +194+0.2% | Added |
| Johnson Investment Counsel Inc | 88,600 | $31.6M | 0.37% | +575+0.7% | Added |
| Spinnaker Trust | 88,551 | $31.6M | 2.15% | +170.0% | Added |
| American Financial Advisors, LLC | 88,268 | $31.5M | 4.66% | −1,565−1.7% | Reduced |
| Lee Financial Co | 88,126 | $31.4M | 5.51% | −3,892−4.2% | Reduced |
| Silvercrest Asset Management Group LLC | 88,021 | $31.4M | 0.22% | −2,417−2.7% | Reduced |
| Private Wealth Partners, LLC | 86,929 | $31.0M | 2.62% | +1,375+1.6% | Added |
| Atria Investments LLC | 86,748 | $30.9M | 0.48% | +223+0.3% | Added |
| Cobblestone Capital Advisors LLC | 85,723 | $30.6M | 2.01% | +394+0.5% | Added |
| Lincoln National Corp | 85,690 | $30.6M | 0.54% | +6,211+7.8% | Added |
| Boston Trust Walden Corp | 85,413 | $30.5M | 0.23% | −896−1.0% | Reduced |
| Man Group plc | 85,215 | $30.4M | 0.09% | – | – |
| Allworth Financial LP | 84,515 | $30.1M | 0.23% | −86−0.1% | Reduced |
| Waverton Investment Management Ltd | 84,398 | $30.1M | 0.73% | −1,367−1.6% | Reduced |
| Quantinno Capital Management LP | 83,474 | $29.8M | 1.04% | +7,746+10.2% | Added |
| Teewinot Capital Advisers, L.L.C. | 82,798 | $29.5M | 4.47% | −2,911−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 82,690 | $29.5M | 0.61% | +2,608+3.3% | Added |
| Adams Diversified Equity Fund, Inc. | 82,643 | $29.5M | 1.16% | +10,100+13.9% | Added |
| Texas Yale Capital Corp. | 82,592 | $29.5M | 1.40% | +1,142+1.4% | Added |
| Constant Guidance Financial LLC | 82,408 | $29.4M | 29.95% | +12,995+18.7% | Added |
| Reik & Co., LLC | 82,248 | $29.3M | 8.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 82,085 | $29.3M | 0.22% | +21,632+35.8% | Added |
| Ycg, LLC | 81,810 | $29.2M | 2.42% | −239−0.3% | Reduced |
| White Pine Investment CO | 80,571 | $28.7M | 9.27% | −164−0.2% | Reduced |
| Baskin Financial Services Inc. | 80,486 | $28.7M | 2.59% | +1,619+2.1% | Added |
| Cadinha & Co LLC | 80,234 | $28.6M | 4.57% | −1,012−1.2% | Reduced |
| Bard Financial Services, Inc. | 79,970 | $28.5M | 3.20% | +5,485+7.4% | Added |
| Twinbeech Capital LP | 79,715 | $28.4M | 0.46% | +7,710+10.7% | Added |
| Assetmark, Inc | 79,709 | $28.4M | 0.10% | +1,488+1.9% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 79,624 | $28.4M | 8.66% | +66+0.1% | Added |
| Strata Wealth Advisors, LLC | 79,388 | $28.3M | 11.15% | +3,076+4.0% | Added |
| Hoylecohen, LLC | 79,168 | $28.2M | 2.31% | +3,176+4.2% | Added |
| United Community Bank | 77,838 | $27.8M | 11.76% | +3,767+5.1% | Added |
| YHB Investment Advisors, Inc. | 76,812 | $27.4M | 2.65% | −2,111−2.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 76,762 | $27.4M | 5.62% | +2,742+3.7% | Added |
| Freestone Capital Holdings, LLC | 76,663 | $27.3M | 1.23% | +2,286+3.1% | Added |
| Arthur M. Cohen & Associates, LLC | 76,354 | $27.2M | 6.41% | −2,174−2.8% | Reduced |
| PYA Waltman Capital, LLC | 76,325 | $27.2M | 11.33% | −454−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 76,126 | $27.2M | 4.86% | −1,841−2.4% | Reduced |
| Achmea Investment Management B.V. | 76,076 | $27.1M | 0.56% | −277−0.4% | Reduced |
| Prudential PLC | 76,033 | $27.1M | 0.29% | +15,604+25.8% | Added |
| Magellan Asset Management Ltd | 75,979 | $27.1M | 0.27% | 00.0% | Unchanged |
| Solitude Financial Services | 75,850 | $27.1M | 14.81% | +7,084+10.3% | Added |
| Metis Global Partners, LLC | 75,602 | $27.0M | 1.07% | +12,901+20.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,548 | $26.9M | 0.04% | −89,018−54.1% | Reduced |
| Braun Stacey Associates Inc | 74,996 | $26.7M | 1.20% | −3,243−4.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 74,874 | $26.7M | 0.48% | −6,438−7.9% | Reduced |
| Parallel Advisors, LLC | 74,730 | $26.7M | 0.79% | −113−0.2% | Reduced |
| Red Door Wealth Management, LLC | 74,706 | $26.6M | 5.79% | +878+1.2% | Added |
| Cornerstone Advisors, LLC | 74,600 | $26.6M | 1.17% | −16,000−17.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 74,428 | $26.5M | 0.05% | −5,258−6.6% | Reduced |
| Live Oak Private Wealth LLC | 74,425 | $26.5M | 4.99% | −734−1.0% | Reduced |
| Metropolitan Life Insurance Co | 74,060 | $26.4M | 1.24% | −1,395−1.8% | Reduced |
| Nichols & Pratt Advisers LLP | 73,609 | $26.3M | 1.87% | −5,530−7.0% | Reduced |
| Wharton Business Group, LLC | 73,493 | $26.2M | 1.32% | +300.0% | Added |
| Independent Advisor Alliance | 73,315 | $26.1M | 0.94% | +2,713+3.8% | Added |
| National Asset Management, Inc. | 72,738 | $25.9M | 0.70% | −5,171−6.6% | Reduced |
| Alaska Permanent Fund Corp | 72,566 | $25.9M | 0.43% | +2,842+4.1% | Added |
| Jones Financial Companies LLLP | 72,409 | $25.8M | 0.04% | −3,820−5.0% | Reduced |
| Professional Advisory Services Inc | 72,405 | $25.8M | 3.69% | +1,334+1.9% | Added |
| LGT Group Foundation | 71,956 | $25.7M | 0.57% | −3,365−4.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 72,010 | $25.7M | 0.42% | −1,361−1.9% | Reduced |
| Pecaut & Co. | 71,569 | $25.5M | 10.25% | −4,283−5.6% | Reduced |
| Country Club Bank | 70,909 | $25.4M | 1.92% | −1,120−1.6% | Reduced |
| First Citizens Bank & Trust Co | 71,069 | $25.3M | 0.46% | −548−0.8% | Reduced |
| Sprucegrove Investment Management Ltd | 70,613 | $25.2M | 1.09% | −600−0.8% | Reduced |