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, 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
- 3,997
- +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
- 1,601 more added
- Sold out
- 104
- 1,574 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 1,690 | $710.7K | 0.73% | +13+0.8% | Added |
| Eschler Asset Management LLP | 1,692 | $711.5K | 0.46% | −1,300−43.4% | Reduced |
| Falcon Wealth Planning | 1,694 | $712.3K | 0.11% | −113−6.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,694 | $712.4K | 0.15% | +346+25.7% | Added |
| Raleigh Capital Management Inc. | 1,700 | $714.9K | 0.31% | +207+13.9% | Added |
| Prosperity Financial Group, Inc. | 1,708 | $718.2K | 0.44% | +125+7.9% | Added |
| White Pine Capital LLC | 1,811 | $718.5K | 0.27% | +181+11.1% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $718.7K | 0.44% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,710 | $719.1K | 0.20% | +525+44.3% | Added |
| Ratio Wealth Group | 1,714 | $720.8K | 0.13% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,714 | $720.8K | 0.26% | +643+60.0% | Added |
| Warren Street Wealth Advisors, LLC | 1,717 | $722.0K | 0.36% | +22+1.3% | Added |
| Great Waters Wealth Management | 1,720 | $723.2K | 0.12% | +252+17.2% | Added |
| Cedrus LLC | 1,720 | $723.3K | 0.39% | +138+8.7% | Added |
| Atlas Wealth LLC | 1,721 | $723.7K | 0.35% | +30+1.8% | Added |
| Collective Family Office LLC | 1,722 | $724.1K | 0.24% | +430+33.3% | Added |
| Optimist Retirement Group LLC | 1,724 | $725.0K | 0.37% | +63+3.8% | Added |
| FMB Wealth Management | 1,727 | $726.2K | 0.58% | 00.0% | Unchanged |
| Capital Square, LLC | 1,732 | $728.3K | 0.51% | 00.0% | Unchanged |
| GDS Wealth Management | 1,732 | $728.3K | 0.09% | +1+0.1% | Added |
| Hoxton Planning & Management, LLC | 1,736 | $730.0K | 0.35% | +65+3.9% | Added |
| Cohen Capital Management, Inc. | 1,736 | $730.0K | 0.13% | +442+34.2% | Added |
| Twelve Points Wealth Management LLC | 1,739 | $731.3K | 0.27% | −8−0.5% | Reduced |
| Goldstone Financial Group, LLC | 1,744 | $733.4K | 0.17% | −95−5.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,747 | $734.1K | 0.21% | −65−3.6% | Reduced |
| Unionview, LLC | 1,746 | $734.2K | 0.61% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,750 | $735.9K | 0.13% | +81+4.9% | Added |
| BlueChip Wealth Advisors LLC | 1,753 | $737.2K | 0.48% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,754 | $737.7K | 0.50% | −138−7.3% | Reduced |
| Duncker Streett & Co Inc | 1,757 | $738.9K | 0.15% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,758 | $739.3K | 0.54% | −2−0.1% | Reduced |
| NDWM LLC | 1,763 | $741.4K | 0.68% | +191+12.2% | Added |
| Olistico Wealth, LLC | 1,765 | $742.2K | 0.54% | +400+29.3% | Added |
| Motive Wealth Advisors | 1,772 | $745.2K | 0.45% | +676+61.7% | Added |
| Weybosset Research & Management LLC | 37,894 | $746.0K | 0.57% | −1,302−3.3% | Reduced |
| Exchange Bank | 1,775 | $746.4K | 0.61% | +17+1.0% | Added |
| Sutton Place Investors LLC | 1,775 | $746.4K | 0.37% | +699+65.0% | Added |
| PFC Capital Group, Inc. | 1,780 | $748.0K | 0.40% | +45+2.6% | Added |
| Warwick Investment Management, Inc. | 1,780 | $748.4K | 0.18% | +552+45.0% | Added |
| Clay Northam Wealth Management, LLC | 1,780 | $748.5K | 0.60% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,786 | $751.0K | 0.08% | +629+54.4% | Added |
| McMahon Financial Advisors, LLC | 1,787 | $751.5K | 0.20% | −8−0.4% | Reduced |
| Caerus Investment Advisors, LLC | 1,791 | $753.2K | 0.73% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 1,792 | $753.6K | 0.17% | −46,085−96.3% | Reduced |
| Noesis Capital Mangement Corp | 1,792 | $753.6K | 0.17% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 1,793 | $754.0K | 0.34% | +1,793 | New |
| Carl P. Sherr & Co., LLC | 1,794 | $754.4K | 0.43% | +82+4.8% | Added |
| William Allan, LLC | 1,798 | $756.0K | 0.50% | +45+2.6% | Added |
| John G Ullman & Associates Inc | 1,799 | $756.5K | 0.12% | +35+2.0% | Added |
| Terril Brothers, Inc. | 1,800 | $756.9K | 0.26% | 00.0% | Unchanged |
| Dempze Nancy E | 1,801 | $757.4K | 0.58% | 00.0% | Unchanged |
| Port Capital LLC | 1,803 | $758.0K | 0.04% | −6−0.3% | Reduced |
| OLIO Financial Planning | 2,123 | $759.1K | 0.32% | 00.0% | Unchanged |
| Riverview Trust Co | 1,811 | $761.6K | 0.59% | 00.0% | Unchanged |
| United Bank | 1,812 | $762.0K | 0.09% | +56+3.2% | Added |
| Insight Folios Inc | 1,813 | $762.4K | 0.31% | +39+2.2% | Added |
| Keb Asset Management, LLC | 1,820 | $765.3K | 0.26% | −99−5.2% | Reduced |
| Saxony Capital Management, LLC | 1,821 | $765.8K | 0.92% | +630+52.9% | Added |
| Landaas & Co | 1,822 | $766.0K | 0.25% | 00.0% | Unchanged |
| Permit Capital, LLC | 1,825 | $767.4K | 0.49% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,832 | $770.4K | 0.09% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,837 | $772.0K | 0.65% | +1,837 | New |
| Financial Alternatives, Inc | 1,836 | $772.1K | 0.60% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,840 | $773.8K | 0.44% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $773.8K | 0.54% | −5−0.3% | Reduced |
| Oak Asset Management, LLC | 1,840 | $773.8K | 0.29% | −3−0.2% | Reduced |
| Meritas Wealth Management, LLC | 1,841 | $774.2K | 0.54% | −277−13.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 1,843 | $775.0K | 0.65% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,847 | $776.7K | 0.03% | −3−0.2% | Reduced |
| Curran Financial Partners, LLC | 1,850 | $778.0K | 0.27% | −5−0.3% | Reduced |
| Omnia Family Wealth, LLC | 1,850 | $778.0K | 0.36% | +272+17.2% | Added |
| Unique Wealth, LLC | 1,853 | $779.2K | 0.22% | +475+34.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,855 | $780.0K | 0.02% | +882+90.6% | Added |
| Taylor Hoffman Wealth Management | 1,861 | $782.6K | 0.33% | +19+1.0% | Added |
| MainStreet Investment Advisors LLC | 1,865 | $784.3K | 0.09% | −986−34.6% | Reduced |
| New World Advisors LLC | 1,865 | $784.3K | 0.23% | −247−11.7% | Reduced |
| Paragon Financial Partners, Inc. | 1,870 | $786.4K | 0.65% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $786.4K | 0.28% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,873 | $787.6K | 0.05% | −21−1.1% | Reduced |
| Lam Group, Inc. | 1,873 | $787.6K | 0.64% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,875 | $788.5K | 0.60% | +42+2.3% | Added |
| WestHill Financial Advisors, Inc. | 1,878 | $789.7K | 0.19% | +19+1.0% | Added |
| Country Trust Bank | 1,880 | $790.6K | 0.02% | −447−19.2% | Reduced |
| Estabrook Capital Management | 1,880 | $790.6K | 0.12% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,880 | $790.6K | 0.19% | +298+18.8% | Added |
| Oceanside Advisors LLC | 1,882 | $791.4K | 0.66% | +370+24.5% | Added |
| Mattern Capital Management, LLC | 1,882 | $791.4K | 0.11% | +668+55.0% | Added |
| Woodward Financial Advisors, Inc. | 1,889 | $793.8K | 0.48% | −14−0.7% | Reduced |
| McClarren Financial Advisors, Inc. | 1,887 | $794.0K | 0.57% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,890 | $794.8K | 0.73% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,891 | $795.2K | 0.24% | +234+14.1% | Added |
| Winslow Asset Management Inc | 1,894 | $796.0K | 0.15% | −30−1.6% | Reduced |
| KFG Wealth Management, LLC | 1,894 | $796.5K | 0.33% | +401+26.9% | Added |
| Cedar Mountain Advisors, LLC | 1,899 | $798.6K | 0.20% | −77−3.9% | Reduced |
| Austin Private Wealth, LLC | 1,904 | $800.2K | 0.09% | −130−6.4% | Reduced |
| Level Financial Advisors, Inc. | 1,903 | $800.3K | 0.36% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,905 | $801.1K | 0.89% | +135+7.6% | Added |
| LifePlan Financial, LLC | 1,910 | $803.2K | 0.74% | −5−0.3% | Reduced |
| Planned Solutions, Inc. | 1,915 | $805.3K | 0.40% | −371−16.2% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 2,004 | $809.0K | 0.46% | 00.0% | Unchanged |