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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 1,925 | $809.5K | 0.21% | +68+3.7% | Added |
| Advantage Trust Co | 1,927 | $810.3K | 0.60% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,928 | $810.8K | 0.73% | +180+10.3% | Added |
| Gilman Hill Asset Management, LLC | 1,928 | $810.8K | 0.15% | +1,928 | New |
| Blue Bell Private Wealth Management, LLC | 1,931 | $812.0K | 0.17% | +194+11.2% | Added |
| Emerald Advisors, LLC | 1,936 | $814.1K | 0.14% | 00.0% | Unchanged |
| Gerber, LLC | 1,936 | $814.1K | 0.68% | +200+11.5% | Added |
| Blue Edge Capital, LLC | 1,948 | $819.2K | 0.14% | −5−0.3% | Reduced |
| Main Street Group, LTD | 1,951 | $820.0K | 0.36% | +192+10.9% | Added |
| Skylands Capital, LLC | 1,950 | $820.0K | 0.11% | −50−2.5% | Reduced |
| Capital CS Group, LLC | 1,950 | $820.0K | 0.82% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,952 | $820.9K | 0.50% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,953 | $821.3K | 0.61% | +48+2.5% | Added |
| Index Fund Advisors, Inc. | 1,955 | $822.1K | 0.05% | +101+5.4% | Added |
| Clear Point Advisors Inc. | 1,956 | $822.5K | 0.68% | −5−0.3% | Reduced |
| Annapolis Financial Services, LLC | 1,959 | $823.8K | 0.27% | −490−20.0% | Reduced |
| Navalign, LLC | 1,959 | $823.8K | 0.27% | −49−2.4% | Reduced |
| Keating Investment Counselors Inc | 1,960 | $824.2K | 0.27% | −1,228−38.5% | Reduced |
| Probity Advisors, Inc. | 1,966 | $826.7K | 0.17% | −21−1.1% | Reduced |
| Second Line Capital, LLC | 1,968 | $827.6K | 0.27% | +1,968 | New |
| IAG Wealth Partners, LLC | 1,970 | $828.4K | 0.18% | +550+38.7% | Added |
| Beacon Financial Advisory LLC | 1,973 | $829.7K | 0.40% | −131−6.2% | Reduced |
| BNC Wealth Management, LLC | 1,976 | $830.9K | 0.36% | −12,974−86.8% | Reduced |
| Strategic Advocates LLC | 1,976 | $830.9K | 0.32% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 2,035 | $832.5K | 0.09% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,989 | $836.4K | 0.30% | +1,989 | New |
| True Link Financial Advisors, LLC | 1,990 | $836.8K | 0.08% | +1,990 | New |
| Capital Investment Services of America, Inc. | 2,002 | $841.9K | 0.08% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,008 | $844.4K | 0.17% | +10.0% | Added |
| Jackson Thornton Asset Management, LLC | 2,009 | $844.8K | 0.14% | −5−0.2% | Reduced |
| Highlander Partners, L.P. | 2,050 | $845.5K | 0.59% | +725+54.7% | Added |
| Knightsbridge Asset Management, LLC | 2,373 | $846.4K | 0.24% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,016 | $847.8K | 0.84% | −439−17.9% | Reduced |
| Tempus Wealth Planning, LLC | 2,019 | $849.0K | 0.37% | +2,019 | New |
| EWG Elevate Inc. | 2,023 | $850.7K | 0.32% | −17−0.8% | Reduced |
| USAdvisors Wealth Management, LLC | 2,041 | $851.0K | 0.32% | +3+0.1% | Added |
| Capital Investment Counsel, LLC | 2,026 | $852.0K | 0.18% | +362+21.8% | Added |
| NCM Capital Management, LLC | 2,028 | $852.8K | 0.48% | −9−0.4% | Reduced |
| Ulland Investment Advisors, LLC | 2,028 | $853.0K | 0.68% | +20+1.0% | Added |
| IMZ Advisory Inc | 2,029 | $853.2K | 0.44% | +100+5.2% | Added |
| Marsico Capital Management LLC | 2,029 | $853.2K | 0.03% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,032 | $854.5K | 0.34% | +3+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 2,036 | $856.2K | 0.25% | −175−7.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,036 | $856.2K | 0.35% | +586+40.4% | Added |
| Ogorek Anthony Joseph | 2,038 | $857.0K | 0.30% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,037 | $857.0K | 0.37% | +439+27.5% | Added |
| Prosperitas Financial LLC | 2,038 | $857.0K | 0.55% | −113−5.3% | Reduced |
| Mayar Capital Ltd. | 2,038 | $857.0K | 0.73% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,042 | $858.7K | 0.65% | +46+2.3% | Added |
| JPL Wealth Management, LLC | 2,042 | $858.8K | 0.47% | −280−12.1% | Reduced |
| Bigelow Investment Advisors, LLC | 2,044 | $859.5K | 0.42% | −49−2.3% | Reduced |
| Campion Asset Management LLC | 2,046 | $860.4K | 0.67% | +117+6.1% | Added |
| Hanlon Investment Management, Inc. | 2,046 | $860.4K | 0.26% | +263+14.8% | Added |
| Trillium Asset Management, LLC | 2,051 | $862.0K | 0.02% | −203−9.0% | Reduced |
| Boyar Asset Management Inc. | 2,055 | $864.2K | 0.56% | +142+7.4% | Added |
| waypoint wealth counsel | 2,058 | $865.3K | 0.67% | +89+4.5% | Added |
| Greenhouse Wealth Management, LLC | 2,060 | $866.3K | 0.65% | +57+2.8% | Added |
| Continental Investors Services, Inc. | 2,065 | $867.7K | 2.06% | +33+1.6% | Added |
| Cahill Wealth Management, LLC | 1,397 | $868.0K | 0.51% | +730+109.4% | Added |
| Lagoda Investment Management, L.P. | 2,065 | $868.4K | 0.53% | 00.0% | Unchanged |
| CAP Partners, LLC | 2,070 | $870.5K | 0.77% | −25−1.2% | Reduced |
| Private Client Services, LLC | 2,071 | $870.9K | 0.58% | −199−8.8% | Reduced |
| Aristotle Capital Management, LLC | 2,075 | $872.6K | 0.00% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,075 | $873.0K | 0.49% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 2,078 | $873.8K | 0.56% | +150+7.8% | Added |
| Defined Wealth Management, LLC | 2,079 | $874.3K | 0.63% | +19+0.9% | Added |
| Milestones Administradora de Recursos Ltda. | 2,080 | $874.7K | 0.47% | +2,080 | New |
| Buck Wealth Strategies, LLC | 2,080 | $874.7K | 0.30% | +2,080 | New |
| Oak Thistle LLC | 2,084 | $876.4K | 0.79% | −6,112−74.6% | Reduced |
| Coppell Advisory Solutions Corp. | 2,084 | $876.4K | 0.17% | +2,084 | New |
| BOS Asset Management, LLC | 2,085 | $876.8K | 0.46% | −1,000−32.4% | Reduced |
| Horan Securities, Inc. | 2,087 | $877.6K | 0.41% | +71+3.5% | Added |
| Capital Advisors, Ltd. LLC | 2,087 | $878.0K | 0.11% | +30+1.5% | Added |
| BKM Wealth Management, LLC | 2,089 | $878.5K | 0.38% | +1,320+171.7% | Added |
| Vista Investment Management | 2,091 | $879.3K | 0.36% | −9−0.4% | Reduced |
| Royal Fund Management, LLC | 2,091 | $879.3K | 0.10% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,092 | $879.7K | 0.21% | −13−0.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,095 | $881.0K | 0.13% | −18−0.9% | Reduced |
| Sunflower Bank, N.A. | 2,097 | $881.8K | 0.20% | −57−2.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,099 | $882.7K | 0.31% | −667−24.1% | Reduced |
| DDFG, Inc | 2,099 | $882.7K | 0.28% | +100+5.0% | Added |
| Gleason Group, Inc. | 2,108 | $886.5K | 0.19% | −161−7.1% | Reduced |
| Triton Wealth Management, PLLC | 2,193 | $887.8K | 0.61% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,145 | $888.0K | 0.22% | +284+15.3% | Added |
| Vanguard Capital Wealth Advisors | 2,113 | $888.6K | 0.63% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,125 | $893.6K | 0.01% | −70−3.2% | Reduced |
| Leisure Capital Management | 2,129 | $895.3K | 0.45% | +264+14.2% | Added |
| Mountain Capital Investment Advisors, Inc | 2,160 | $895.6K | 0.25% | +144+7.1% | Added |
| Farmers Trust Co | 2,131 | $896.1K | 0.18% | +289+15.7% | Added |
| Entropy Technologies, LP | 2,132 | $896.5K | 0.10% | +2,132 | New |
| Sugarloaf Wealth Management, LLC | 2,135 | $897.8K | 0.19% | +67+3.2% | Added |
| MQS Management LLC | 2,136 | $898.2K | 0.52% | +619+40.8% | Added |
| Gibbs Wealth Management | 2,136 | $898.2K | 0.52% | +2,136 | New |
| CoreFirst Bank & Trust | 2,138 | $899.1K | 0.56% | −10−0.5% | Reduced |
| Beacon Capital Management, LLC | 2,144 | $901.6K | 0.18% | −107−4.8% | Reduced |
| Harbor Group, Inc. | 2,146 | $902.4K | 0.24% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,146 | $902.4K | 0.17% | +172+8.7% | Added |
| Cedar Point Capital Partners, LLC | 2,150 | $904.1K | 0.69% | +98+4.8% | Added |
| SimpliFi, Inc. | 2,150 | $904.1K | 0.41% | +2,150 | New |
| Red Lighthouse Investment Management, LLC | 2,152 | $905.0K | 0.36% | +7+0.3% | Added |