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 |
|---|---|---|---|---|---|
| Fermata Advisors, LLC | 2,439 | $1.03M | 0.23% | −15−0.6% | Reduced |
| Johnson Financial Group, LLC | 2,442 | $1.03M | 0.13% | −2,468−50.3% | Reduced |
| Boltwood Capital Management | 2,449 | $1.03M | 0.32% | −35−1.4% | Reduced |
| Marquette Asset Management, LLC | 2,453 | $1.03M | 0.18% | +203+9.0% | Added |
| Verity Asset Management, Inc. | 2,455 | $1.03M | 0.58% | −150−5.8% | Reduced |
| Kensington Investment Counsel, LLC | 2,460 | $1.03M | 0.47% | +350+16.6% | Added |
| First Pacific Financial | 2,464 | $1.04M | 0.29% | −426−14.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,468 | $1.04M | 0.03% | −308−11.1% | Reduced |
| Wayfinding Financial, LLC | 2,560 | $1.04M | 0.61% | +82+3.3% | Added |
| Private Wealth Management Group, LLC | 2,474 | $1.04M | 0.47% | +100+4.2% | Added |
| TLWM | 2,475 | $1.04M | 0.23% | +206+9.1% | Added |
| River Street Advisors LLC | 2,478 | $1.04M | 0.70% | −85−3.3% | Reduced |
| Jessup Wealth Management, Inc | 2,479 | $1.04M | 0.45% | +103+4.3% | Added |
| SWS Partners | 2,487 | $1.05M | 0.31% | +1,599+180.1% | Added |
| Narus Financial Partners, LLC | 2,488 | $1.05M | 0.45% | +41+1.7% | Added |
| Round Hill Asset Management | 2,490 | $1.05M | 0.63% | 00.0% | Unchanged |
| Wealth Forward, LLC | 2,492 | $1.05M | 0.82% | +309+14.2% | Added |
| KLR Investment Advisors, LLC | 2,564 | $1.05M | 0.76% | −179−6.5% | Reduced |
| Darden Wealth Group Inc | 2,495 | $1.05M | 0.82% | +439+21.4% | Added |
| Ironsides Asset Advisors, LLC | 2,500 | $1.05M | 0.36% | +697+38.7% | Added |
| McNaughton Wealth Management, LLC | 2,506 | $1.05M | 0.58% | +177+7.6% | Added |
| Sheets Smith Wealth Management | 2,509 | $1.06M | 0.12% | +343+15.8% | Added |
| Old Point Trust & Financial Services N A | 2,513 | $1.06M | 0.38% | +1,387+123.2% | Added |
| Horizon Family Wealth, Inc. | 2,519 | $1.06M | 0.82% | +17+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 2,524 | $1.06M | 0.09% | +409+19.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,530 | $1.06M | 0.67% | −50−1.9% | Reduced |
| Marshall Financial Group LLC | 2,530 | $1.06M | 0.31% | +7+0.3% | Added |
| Harvest Fund Management Co., Ltd | 2,531 | $1.06M | 0.10% | +2,093+477.9% | Added |
| Ellenbecker Investment Group | 2,538 | $1.07M | 0.22% | −86−3.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,540 | $1.07M | 0.20% | +80+3.3% | Added |
| Warther Private Wealth, LLC | 2,541 | $1.07M | 0.48% | −90−3.4% | Reduced |
| Financial Perspectives, Inc | 2,543 | $1.07M | 0.41% | −105−4.0% | Reduced |
| Investmark Advisory Group LLC | 2,546 | $1.07M | 0.59% | 00.0% | Unchanged |
| Burton Enright Welch | 2,550 | $1.07M | 0.26% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,552 | $1.07M | 0.66% | +6+0.2% | Added |
| Sawgrass Asset Management LLC | 2,554 | $1.07M | 0.12% | −13−0.5% | Reduced |
| Financial Network Wealth Advisors LLC | 2,556 | $1.07M | 1.07% | +893+53.7% | Added |
| Per Stirling Capital Management, LLC. | 2,563 | $1.08M | 0.18% | +185+7.8% | Added |
| New Jersey Better Educational Savings Trust | 2,571 | $1.08M | 2.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,573 | $1.08M | 0.47% | +2,573 | New |
| Bruni J V & Co | 2,575 | $1.08M | 0.13% | −916−26.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,578 | $1.08M | 0.38% | −74−2.8% | Reduced |
| Hill Investment Group Partners, LLC | 2,579 | $1.08M | 0.15% | −978−27.5% | Reduced |
| Atwater Malick LLC | 2,580 | $1.08M | 0.38% | +314+13.9% | Added |
| Compass Advisory Group LLC | 2,581 | $1.09M | 0.48% | +37+1.5% | Added |
| Arkansas Financial Group, Inc. | 2,584 | $1.09M | 0.19% | −16−0.6% | Reduced |
| Silverlake Wealth Management LLC | 2,585 | $1.09M | 0.55% | −1,125−30.3% | Reduced |
| Perissos Private Wealth Management, LLC | 2,586 | $1.09M | 0.99% | +2,586 | New |
| Alera Investment Advisors, LLC | 2,590 | $1.09M | 0.15% | +232+9.8% | Added |
| Garrett Investment Advisors LLC | 2,595 | $1.09M | 0.14% | −102−3.8% | Reduced |
| Americana Partners, LLC | 2,599 | $1.09M | 0.09% | −357−12.1% | Reduced |
| First National Bank & Trust Co of Newtown | 2,600 | $1.09M | 0.22% | +25+1.0% | Added |
| SC&H Financial Advisors, Inc. | 2,604 | $1.10M | 0.29% | +165+6.8% | Added |
| Cascade Investment Advisors, Inc. | 2,605 | $1.10M | 0.71% | +60+2.4% | Added |
| Missouri Trust & Investment Co | 2,606 | $1.10M | 0.42% | +90+3.6% | Added |
| Family Firm, Inc. | 2,609 | $1.10M | 0.27% | −38,485−93.7% | Reduced |
| Savvy Advisors, Inc. | 2,611 | $1.10M | 0.63% | +724+38.4% | Added |
| West Paces Advisors Inc. | 2,612 | $1.10M | 0.29% | +1,536+142.8% | Added |
| Financial Management Professionals, Inc. | 2,618 | $1.10M | 0.16% | −75−2.8% | Reduced |
| Seascape Capital Management | 2,621 | $1.10M | 0.41% | −10.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,725 | $1.10M | 0.46% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,627 | $1.10M | 0.09% | −50−1.9% | Reduced |
| Synergy Financial Management, LLC | 2,627 | $1.10M | 0.19% | −32,198−92.5% | Reduced |
| Prairie Sky Financial Group LLC | 2,628 | $1.11M | 0.66% | +560+27.1% | Added |
| Inspire Advisors, LLC | 2,630 | $1.11M | 0.15% | −117−4.3% | Reduced |
| Warner Financial, Inc | 2,630 | $1.11M | 0.55% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,632 | $1.11M | 0.14% | +2,632 | New |
| Redmont Wealth Advisors LLC | 2,635 | $1.11M | 1.53% | −254−8.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,639 | $1.11M | 0.09% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,653 | $1.12M | 0.38% | −88−3.2% | Reduced |
| Triad Investment Management | 2,656 | $1.12M | 1.36% | −171−6.0% | Reduced |
| Signet Financial Management, LLC | 2,659 | $1.12M | 0.15% | +701+35.8% | Added |
| Wealth Group, Ltd. | 2,664 | $1.12M | 0.85% | +2,664 | New |
| FirstPurpose Wealth LLC | 2,738 | $1.12M | 0.41% | +28+1.0% | Added |
| Oliver Luxxe Assets LLC | 2,670 | $1.12M | 0.24% | −166−5.9% | Reduced |
| Carmel Capital Partners, LLC | 2,675 | $1.12M | 0.47% | −75−2.7% | Reduced |
| Dantai Capital Ltd | 2,680 | $1.13M | 1.30% | −1,220−31.3% | Reduced |
| Ullmann Financial Group, Inc. | 2,683 | $1.13M | 0.17% | +87+3.4% | Added |
| Clarkston Capital Partners, LLC | 2,686 | $1.13M | 0.02% | +73+2.8% | Added |
| Prudent Man Advisors, LLC | 2,614 | $1.13M | 0.42% | +2,614 | New |
| Triune Financial Partners, LLC | 2,692 | $1.13M | 0.39% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,693 | $1.13M | 0.53% | +8+0.3% | Added |
| Ackerman Capital Advisors, LLC | 2,699 | $1.13M | 0.31% | +17+0.6% | Added |
| Denver Wealth Management, Inc. | 2,702 | $1.14M | 0.58% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,703 | $1.14M | 0.09% | −27−1.0% | Reduced |
| Legend Financial Advisors, Inc. | 2,703 | $1.14M | 0.82% | −8−0.3% | Reduced |
| McLean Asset Management Corp | 2,743 | $1.14M | 0.39% | +9+0.3% | Added |
| Fortune 45 LLC | 2,711 | $1.14M | 0.94% | +46+1.7% | Added |
| Smart Money Group LLC | 2,876 | $1.14M | 0.44% | +423+17.2% | Added |
| Trueblood Wealth Management, LLC | 2,717 | $1.14M | 0.65% | +183+7.2% | Added |
| Rodgers Brothers Inc. | 2,738 | $1.15M | 0.16% | 00.0% | Unchanged |
| CMC Financial Group | 2,743 | $1.15M | 1.63% | −147−5.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,746 | $1.15M | 0.30% | +150+5.8% | Added |
| Cassia Capital Partners, LLC | 2,746 | $1.15M | 0.77% | +581+26.8% | Added |
| Matrix Asset Advisors Inc | 2,749 | $1.16M | 0.14% | +5+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,751 | $1.16M | 0.49% | −76−2.7% | Reduced |
| High Net Worth Advisory Group LLC | 2,752 | $1.16M | 0.36% | +756+37.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,755 | $1.16M | 0.69% | −75−2.7% | Reduced |
| Stablepoint Partners, LLC | 2,762 | $1.16M | 0.24% | +606+28.1% | Added |
| Florida Financial Advisors, LLC | 2,763 | $1.16M | 0.85% | −106−3.7% | Reduced |