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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 2,155 | $906.0K | 0.35% | +67+3.2% | Added |
| Schoolcraft Capital LLC | 2,157 | $907.1K | 0.21% | +6+0.3% | Added |
| Legacy Capital Group California, Inc. | 2,160 | $908.1K | 0.34% | +293+15.7% | Added |
| First International Bank & Trust | 2,166 | $910.8K | 0.31% | +132+6.5% | Added |
| Baker Boyer National Bank | 2,175 | $914.6K | 0.31% | +50+2.4% | Added |
| Belmont Capital, LLC | 2,183 | $918.0K | 0.25% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 2,184 | $918.4K | 1.05% | −59−2.6% | Reduced |
| Birchcreek Wealth Management, LLC | 2,185 | $918.8K | 0.48% | +619+39.5% | Added |
| MBA Advisors LLC | 2,185 | $918.8K | 0.48% | +131+6.4% | Added |
| Francis Financial, Inc. | 2,193 | $922.2K | 0.30% | +151+7.4% | Added |
| Visionary Horizons, LLC | 2,291 | $923.9K | 0.72% | 00.0% | Unchanged |
| Axq Capital, LP | 2,200 | $925.1K | 0.22% | −1,500−40.5% | Reduced |
| Iron Financial, LLC | 2,200 | $925.1K | 0.52% | +58+2.7% | Added |
| Jentner Corp | 2,201 | $925.6K | 0.33% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,202 | $926.2K | 0.69% | +558+33.9% | Added |
| Five Oceans Advisors | 2,204 | $926.8K | 0.48% | +10.0% | Added |
| Salomon & Ludwin, LLC | 2,208 | $928.5K | 0.08% | +93+4.4% | Added |
| Phillips Financial Management, LLC | 2,209 | $928.9K | 0.08% | −74−3.2% | Reduced |
| Stableford Capital II LLC | 2,218 | $932.7K | 0.37% | −167−7.0% | Reduced |
| Concentric Wealth Management, LLC | 2,222 | $934.4K | 0.25% | −17−0.8% | Reduced |
| Werba Rubin Papier Wealth Management | 2,222 | $934.4K | 0.27% | +1,214+120.4% | Added |
| Heck Capital Advisors, LLC | 2,223 | $934.8K | 0.14% | −59−2.6% | Reduced |
| Safeguard Financial, LLC | 2,226 | $936.1K | 0.31% | −24−1.1% | Reduced |
| Agate Pass Investment Management, LLC | 2,228 | $936.9K | 0.50% | +161+7.8% | Added |
| apricus wealth, LLC | 2,231 | $938.2K | 0.66% | +50+2.3% | Added |
| Woodward Diversified Capital, LLC | 2,234 | $939.4K | 0.59% | −231−9.4% | Reduced |
| Juncture Wealth Strategies, LLC | 2,234 | $939.4K | 0.40% | −6−0.3% | Reduced |
| Renaissance Group LLC | 2,254 | $939.8K | 0.04% | −40−1.7% | Reduced |
| Sage Rhino Capital LLC | 2,235 | $939.9K | 0.22% | +88+4.1% | Added |
| Spectrum Investment Advisors, Inc. | 2,237 | $940.7K | 0.69% | +695+45.1% | Added |
| American Assets Investment Management, LLC | 2,250 | $946.2K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,256 | $948.7K | 0.05% | +2,256 | New |
| 626 Financial, LLC | 2,264 | $952.1K | 0.58% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,269 | $954.2K | 0.18% | +601+36.0% | Added |
| Strategic Financial Concepts, LLC | 2,270 | $954.6K | 0.23% | +2,270 | New |
| Transcendent Capital Group LLC | 2,274 | $956.3K | 0.56% | −442−16.3% | Reduced |
| Concorde Asset Management, LLC | 2,275 | $956.6K | 0.66% | −74−3.2% | Reduced |
| Clear Creek Financial Management, LLC | 2,275 | $956.7K | 0.12% | +576+33.9% | Added |
| Obsidian Personal Planning Solutions LLC | 2,412 | $956.7K | 0.63% | −122−4.8% | Reduced |
| LRI Investments, LLC | 2,276 | $957.1K | 0.24% | +2,276 | New |
| FWL Investment Management, LLC | 2,276 | $957.1K | 0.53% | +500+28.2% | Added |
| Greystone Financial Group, LLC | 2,282 | $959.6K | 0.19% | +113+5.2% | Added |
| Selway Asset Management | 2,285 | $960.9K | 0.38% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 2,287 | $961.6K | 0.48% | −83−3.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,287 | $961.7K | 0.12% | +100+4.6% | Added |
| Tarbox Family Office, Inc. | 2,288 | $962.1K | 0.17% | +100+4.6% | Added |
| Valley Brook Capital Group | 2,295 | $965.1K | 0.77% | +80+3.6% | Added |
| Garrison Point Advisors, LLC | 2,296 | $965.5K | 0.62% | −160−6.5% | Reduced |
| Wealthstream Advisors, Inc. | 2,297 | $965.9K | 0.37% | +45+2.0% | Added |
| Washburn Capital Management, Inc. | 2,298 | $966.4K | 0.71% | +323+16.4% | Added |
| CCG Wealth Management, LLC | 2,299 | $966.8K | 0.58% | +1,330+137.3% | Added |
| TCM Advisors, LLC | – | $967.2K | 0.76% | – | – |
| Towneley Capital Management, Inc | 2,303 | $968.5K | 0.24% | −3−0.1% | Reduced |
| Ategra Capital Management, LLC | 2,310 | $971.4K | 0.45% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,312 | $972.2K | 0.47% | −99−4.1% | Reduced |
| 360 Financial, Inc. | 2,314 | $973.1K | 0.38% | 00.0% | Unchanged |
| McAdam, LLC | 2,314 | $973.2K | 0.06% | −180−7.2% | Reduced |
| Radnor Capital Management, LLC | 2,316 | $974.0K | 0.17% | −15−0.6% | Reduced |
| Spotlight Asset Group, Inc. | 2,317 | $974.3K | 0.70% | +31+1.4% | Added |
| LWMG, LLC | 2,320 | $975.4K | 0.23% | −104−4.3% | Reduced |
| Lebenthal Global Advisors, LLC | 2,321 | $976.0K | 0.22% | −728−23.9% | Reduced |
| Wagner Wealth Management, LLC | 2,322 | $976.4K | 0.30% | +25+1.1% | Added |
| Family Investment Center, Inc. | 2,324 | $977.3K | 0.31% | +44+1.9% | Added |
| RAM Investment Partners, LLC | 2,325 | $977.5K | 0.31% | +55+2.4% | Added |
| MGO Private Wealth, LLC | 2,326 | $978.1K | 0.61% | −197−7.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,328 | $979.0K | 0.40% | −251−9.7% | Reduced |
| Canopy Partners, LLC | 2,337 | $982.9K | 0.48% | +607+35.1% | Added |
| Broadleaf Partners, LLC | 2,339 | $983.6K | 0.25% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,350 | $988.2K | 0.26% | 00.0% | Unchanged |
| Connable Office Inc | 2,350 | $988.2K | 0.11% | +2,350 | New |
| River & Mercantile Asset Management LLP | 2,353 | $989.1K | 0.25% | −4,518−65.8% | Reduced |
| Greenspring Advisors, LLC | 2,359 | $992.0K | 0.25% | +500+26.9% | Added |
| Elite Wealth Management, Inc. | 2,365 | $994.5K | 0.24% | +2,365 | New |
| Consilio Wealth Advisors, LLC | 2,370 | $996.6K | 0.47% | +199+9.2% | Added |
| Eclectic Associates Inc | 2,372 | $997.5K | 0.46% | +645+37.3% | Added |
| WMG Financial Advisors, LLC | 2,374 | $998.3K | 0.57% | +172+7.8% | Added |
| Riggs Asset Managment Co. Inc. | 2,377 | $999.6K | 0.29% | −32−1.3% | Reduced |
| Element Wealth, LLC | 2,385 | $1.00M | 0.59% | −67−2.7% | Reduced |
| Acorn Financial Advisory Services Inc | 2,391 | $1.01M | 0.19% | −852−26.3% | Reduced |
| MEMBERS Trust Co | 2,392 | $1.01M | 0.03% | −166−6.5% | Reduced |
| Rowland & Co Investment Counsel | 2,392 | $1.01M | 0.21% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,395 | $1.01M | 0.19% | +25+1.1% | Added |
| Chapman Investment Management, LLC | 2,396 | $1.01M | 0.74% | −306−11.3% | Reduced |
| BCS Wealth Management | 2,401 | $1.01M | 0.32% | −49−2.0% | Reduced |
| Home Federal Bank of Tennessee | 2,404 | $1.01M | 0.31% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,411 | $1.01M | 0.07% | +109+4.7% | Added |
| Phocas Financial Corp. | 2,412 | $1.01M | 0.15% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,412 | $1.01M | 0.13% | +374+18.4% | Added |
| Richard P Slaughter Associates Inc | 2,417 | $1.02M | 0.25% | −149−5.8% | Reduced |
| PAX Financial Group, LLC | 2,419 | $1.02M | 0.20% | −82−3.3% | Reduced |
| Mascoma Wealth Management LLC | 2,419 | $1.02M | 0.29% | −11−0.5% | Reduced |
| Affinity Capital Advisors, LLC | 2,424 | $1.02M | 0.23% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,425 | $1.02M | 0.79% | +322+15.3% | Added |
| Corton Capital Inc. | 2,430 | $1.02M | 0.38% | +295+13.8% | Added |
| Hexagon Capital Partners LLC | 2,432 | $1.02M | 0.23% | +214+9.6% | Added |
| Onyx Bridge Wealth Group LLC | 2,546 | $1.02M | 0.18% | +266+11.7% | Added |
| Wealth Group Ltd | 2,485 | $1.02M | 0.32% | −81−3.2% | Reduced |
| Essex LLC | 2,435 | $1.02M | 0.24% | −505−17.2% | Reduced |
| Monograph Wealth Advisors, LLC | 2,436 | $1.02M | 0.15% | −537−18.1% | Reduced |
| Creative Capital Management Investments LLC | 2,438 | $1.03M | 0.53% | 00.0% | Unchanged |