Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2024. 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
3,996
+139 vs. Q4 2023
Shares held
855.7M
+4.70M (+0.6%) vs. Q4 2023
Total value
$356.9B
+$53.7B (+17.7%) vs. Q4 2023
New holders
243
1,602 more added
Sold out
104
1,573 more reduced

55 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 3,996 institutions
Q1 2021: 3,003 institutionsQ2 2021: 3,044 institutionsQ3 2021: 3,018 institutionsQ4 2021: 3,400 institutionsQ1 2022: 3,437 institutionsQ2 2022: 3,365 institutionsQ3 2022: 3,328 institutionsQ4 2022: 3,556 institutionsQ1 2023: 3,540 institutionsQ2 2023: 3,596 institutionsQ3 2023: 3,640 institutionsQ4 2023: 3,912 institutionsQ1 2024: 3,996 institutionsQ2 2024: 4,032 institutionsQ3 2024: 4,105 institutionsQ4 2024: 4,516 institutionsQ1 2025: 4,558 institutionsQ2 2025: 4,585 institutionsQ3 2025: 4,584 institutionsQ4 2025: 4,898 institutionsQ1 2026: 4,887 institutionsQ2 2026: 4,928 institutions
Value heldQ1 2024: $356.9B
Q1 2021: $225.5BQ2 2021: $243.1BQ3 2021: $233.6BQ4 2021: $253.0BQ1 2022: $300.8BQ2 2022: $228.8BQ3 2022: $223.1BQ4 2022: $259.6BQ1 2023: $257.1BQ2 2023: $287.0BQ3 2023: $296.6BQ4 2023: $303.8BQ1 2024: $356.9BQ2 2024: $349.5BQ3 2024: $396.3BQ4 2024: $395.0BQ1 2025: $467.6BQ2 2025: $425.8BQ3 2025: $439.7BQ4 2025: $452.2BQ1 2026: $436.4BQ2 2026: $460.4B
Institutions holding BRK.B and their total value by quarter
QuarterHoldersValue
Q2 20264,928$460.4B
Q1 20264,887$436.4B
Q4 20254,898$452.2B
Q3 20254,584$439.7B
Q2 20254,585$425.8B
Q1 20254,558$467.6B
Q4 20244,516$395.0B
Q3 20244,105$396.3B
Q2 20244,032$349.5B
Q1 20243,996$356.9B
Q4 20233,912$303.8B
Q3 20233,640$296.6B
Q2 20233,596$287.0B
Q1 20233,540$257.1B
Q4 20223,556$259.6B
Q3 20223,328$223.1B
Q2 20223,365$228.8B
Q1 20223,437$300.8B
Q4 20213,400$253.0B
Q3 20213,018$233.6B
Q2 20213,044$243.1B
Q1 20213,003$225.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2023.

Institutions holding BRK.B in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TruNorth Capital Management, LLC145$00.00%+145New
PEAK6 Investments LLC2$9210.00%−7,355−100.0%Reduced
DRH Investments, Inc.3$1.26K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$1.26K0.00%00.0%Unchanged
WestEnd Advisors, LLC7$2.94K0.00%+7New
CoreView Capital Management Ltd9$3.79K0.00%+9New
LFA - Lugano Financial Advisors SA10$4.21K0.00%00.0%Unchanged
a16z Perennial Management, L.P.10$4.21K0.00%00.0%Unchanged
Dogwood Wealth Management LLC10$4.29K0.00%00.0%Unchanged
Tfo-TDC, LLC14$5.89K0.00%−37−72.5%Reduced
Wiser Advisor Group LLC14$5.89K0.01%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)23$10.0K0.09%00.0%Unchanged
Birch Capital Management, LLC25$10.5K0.01%−2−7.4%Reduced
Global Assets Advisory, LLC4,656,236$11.1K0.51%+4,645,257+42,310.4%Added
Caitlin John, LLC27$11.4K0.01%−2−6.9%Reduced
Solstein Capital, LLC30$12.6K0.01%00.0%Unchanged
PayPay Securities Corp32$13.5K0.67%−8−20.0%Reduced
Ravenstone Capital Management Inc.38$16.0K0.01%00.0%Unchanged
ClariVest Asset Management LLC43$18.0K0.00%+11+34.4%Added
Wolff Wiese Magana LLC44$18.5K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.47$20.0K0.00%+47New
Exchange Traded Concepts, LLC48$20.2K0.00%−95−66.4%Reduced
Wetzel Investment Advisors, Inc.53$21.2K0.01%00.0%Unchanged
EntryPoint Capital, LLC57$24.0K0.02%+3+5.6%Added
Altshuler Shaham Ltd60$25.2K0.00%−12−16.7%Reduced
VitalStone Financial, LLC61$26.0K0.02%00.0%Unchanged
Anfield Capital Management, LLC73$30.7K0.01%+73New
Essex Investment Management Co LLC76$32.0K0.01%00.0%Unchanged
Broadwater Capital Management LLC77$32.4K0.02%+77New
Stuart Chaussee & Associates, Inc.87$36.6K0.01%00.0%Unchanged
Horizon Financial Services, LLC96$40.3K0.03%+96New
Bray Capital Advisors97$40.8K0.01%00.0%Unchanged
Northwest Bank & Trust Co106$42.1K0.04%00.0%Unchanged
Capco Asset Management, LLC100$42.1K0.01%00.0%Unchanged
Luken Investment Analytics, LLC100$42.1K0.02%00.0%Unchanged
Kepos Capital LP103$43.0K0.01%−23−18.3%Reduced
MeadowBrook Investment Advisors LLC111$46.7K0.04%00.0%Unchanged
Stone House Investment Management, LLC113$47.5K0.01%+100+769.2%Added
Accordant Advisory Group Inc115$48.4K0.04%+115New
Newton One Investments LLC117$49.2K0.02%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC118$49.6K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC120$50.5K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC124$52.1K0.04%00.0%Unchanged
Boyd Watterson Asset Management LLC125$52.6K0.02%−82−39.6%Reduced
Gen-Wealth Partners Inc127$53.4K0.03%+127New
Pineridge Advisors LLC133$55.9K0.02%−304−69.6%Reduced
NCP Inc.136$57.2K0.04%+136New
REAP Financial Group, LLC137$57.6K0.02%00.0%Unchanged
Chesapeake Asset Management LLC145$61.0K0.06%−380−72.4%Reduced
Delos Wealth Advisors, LLC145$61.0K0.07%−1,006−87.4%Reduced
Tributary Capital Management, LLC149$62.7K0.01%+149New
Robinswood Financial LLC154$64.7K0.03%+16+11.6%Added
Penserra Capital Management LLC159$66.0K0.00%−8,272−98.1%Reduced
Custom Portfolio Group LLC160$67.3K0.06%00.0%Unchanged
Valued Wealth Advisors LLC165$69.4K0.05%+71+75.5%Added
Eukles Asset Management170$71.5K0.03%00.0%Unchanged
Laffer Tengler Investments174$73.2K0.02%00.0%Unchanged
Gables Capital Management Inc.175$73.6K0.04%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc187$78.8K0.02%00.0%Unchanged
Westend Capital Management, LLC192$80.7K0.03%+192New
Christopher J. Hasenberg, Inc192$80.7K0.04%+192New
Sycomore Asset Management200$81.0K0.02%00.0%Unchanged
Emfo, LLC193$81.2K0.07%00.0%Unchanged
Ameliora Wealth Management Ltd.200$84.1K0.04%00.0%Unchanged
CGC Financial Services, LLC200$84.1K0.04%00.0%Unchanged
Abich Financial Wealth Management LLC200$84.1K0.06%00.0%Unchanged
A.P. Gilfoyle & Co., L.P.200$84.1K4.43%+200New
Richardson Capital Management LLC213$89.6K0.07%+113+113.0%Added
True Wealth Design, LLC214$90.0K0.02%−19−8.2%Reduced
Richard W. Paul & Associates, LLC245$103.0K0.04%00.0%Unchanged
Quarry LP245$103.0K0.04%+28+12.9%Added
Dougherty Wealth Advisers LLC254$106.8K0.09%00.0%Unchanged
Standard Family Office LLC256$107.7K0.14%+256New
Cutler Group LP267$112.0K0.06%−5,603−95.5%Reduced
Atlantic Edge Private Wealth Management, LLC267$112.3K0.04%−49−15.5%Reduced
Thompson Investment Management, Inc.269$113.1K0.02%−74−21.6%Reduced
Washington Trust Advisors, Inc.275$115.6K0.01%00.0%Unchanged
Silvant Capital Management LLC283$119.0K0.01%00.0%Unchanged
West Financial Advisors, LLC286$120.3K0.03%+25+9.6%Added
Ruedi Wealth Management, Inc.287$120.7K0.05%−76−20.9%Reduced
Frank, Rimerman Advisors LLC290$122.0K0.02%00.0%Unchanged
Ramirez Asset Management, Inc.300$126.2K0.03%00.0%Unchanged
Dakota Community Bank & Trust NA303$127.4K0.69%+44+17.0%Added
First Financial Corp306$128.7K0.07%−25−7.6%Reduced
PSI Advisors, LLC317$133.3K0.05%−285−47.3%Reduced
Perritt Capital Management Inc322$135.4K0.07%00.0%Unchanged
DecisionPoint Financial, LLC371$149.2K0.06%+6+1.6%Added
Naples Money Management LLC358$150.5K0.15%00.0%Unchanged
POM Investment Strategies, LLC359$151.0K0.12%+300+508.5%Added
Guardian Wealth Management, Inc.362$152.2K0.12%−3−0.8%Reduced
Macroview Investment Management LLC362$152.2K0.17%−6−1.6%Reduced
Red Tortoise LLC376$158.1K0.09%+48+14.6%Added
Cypress Capital Management LLC (WY)382$160.6K0.17%00.0%Unchanged
Gordian Capital Singapore Pte Ltd388$163.2K0.12%00.0%Unchanged
Stephenson National Bank & Trust389$163.6K0.06%00.0%Unchanged
Hoese & Co LLP400$163.8K0.15%00.0%Unchanged
Dynamic Wealth Strategies, LLC390$164.0K0.14%+145+59.2%Added
MidAtlantic Capital Management, Inc.406$170.7K0.15%00.0%Unchanged
HighMark Wealth Management LLC399$174.1K0.11%00.0%Unchanged
Bullock Wealth Management Group415$174.4K0.12%+415New