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 |
|---|---|---|---|---|---|
| Wolff Financial Management LLC | 2,766 | $1.16M | 0.34% | −200−6.7% | Reduced |
| Willis Johnson & Associates, Inc. | 2,770 | $1.16M | 0.10% | −703−20.2% | Reduced |
| Fulcrum Capital LLC | 2,770 | $1.16M | 0.28% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,771 | $1.17M | 0.34% | +640+30.0% | Added |
| USA Financial Portformulas Corp | 2,785 | $1.17M | 0.19% | −1,225−30.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,797 | $1.18M | 0.44% | −397−12.4% | Reduced |
| BayBridge Capital Group, LLC | 2,879 | $1.18M | 1.03% | +84+3.0% | Added |
| Rice Hall James & Associates, LLC | 2,800 | $1.18M | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,800 | $1.18M | 0.00% | +2,800 | New |
| Greenfield Savings Bank | 2,805 | $1.18M | 0.62% | 00.0% | Unchanged |
| First County Bank | 2,808 | $1.18M | 0.58% | +13+0.5% | Added |
| Veracity Capital LLC | 2,811 | $1.18M | 0.46% | +207+7.9% | Added |
| Flynn Zito Capital Management, LLC | 2,815 | $1.18M | 0.61% | −100−3.4% | Reduced |
| Pathway Financial Advisers, LLC | 2,817 | $1.18M | 0.43% | −358−11.3% | Reduced |
| Davis Capital Management | 2,821 | $1.19M | 1.06% | −17−0.6% | Reduced |
| Strid Group, LLC | 2,823 | $1.19M | 0.21% | −62−2.1% | Reduced |
| Sanders Morris Harris LLC | 2,825 | $1.19M | 0.22% | +2,825 | New |
| Cairn Investment Group, Inc. | 2,828 | $1.19M | 0.68% | +100+3.7% | Added |
| Argent Capital Management LLC | 2,829 | $1.19M | 0.03% | −180−6.0% | Reduced |
| Oakwell Private Wealth Management, LLC | 2,829 | $1.19M | 0.36% | +122+4.5% | Added |
| Rollins Financial Advisors, LLC | 2,837 | $1.19M | 0.22% | +449+18.8% | Added |
| Institutional & Family Asset Management, LLC | 2,838 | $1.19M | 0.19% | −10.0% | Reduced |
| Sprinkle Financial Consultants LLC | 2,840 | $1.19M | 1.02% | −30−1.0% | Reduced |
| Sachetta, LLC | 3,349 | $1.19M | 0.57% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,847 | $1.20M | 0.63% | +454+19.0% | Added |
| Pacific Sage Partners, LLC | 2,849 | $1.20M | 0.31% | −42−1.5% | Reduced |
| Centennial Wealth Advisory LLC | 2,851 | $1.20M | 0.55% | +612+27.3% | Added |
| Burke & Herbert Bank & Trust Co | 2,853 | $1.20M | 0.90% | −138−4.6% | Reduced |
| MTM Investment Management, LLC | 2,856 | $1.20M | 0.50% | +1,150+67.4% | Added |
| First National Bank | 2,859 | $1.20M | 0.91% | +65+2.3% | Added |
| ShoreHaven Wealth Partners, LLC | 2,868 | $1.21M | 0.66% | +245+9.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,011 | $1.21M | 0.56% | +241+8.7% | Added |
| Cypress Financial Planning LLC | 2,873 | $1.21M | 0.55% | +525+22.4% | Added |
| Sunesis Advisors, LLC | 2,874 | $1.21M | 0.71% | +15+0.5% | Added |
| Courage Miller Partners, LLC | 2,880 | $1.21M | 0.42% | +7+0.2% | Added |
| Foguth Wealth Management, LLC. | 2,880 | $1.21M | 0.65% | +2,880 | New |
| Inspire Trust Co, N.A. | 2,884 | $1.21M | 0.68% | +659+29.6% | Added |
| Syverson Strege & Co | 2,885 | $1.21M | 0.44% | +192+7.1% | Added |
| CBOE Vest Financial, LLC | 2,892 | $1.22M | 0.03% | +2,892 | New |
| Patron Partners Advisors, LLC | 2,894 | $1.22M | 0.74% | −27−0.9% | Reduced |
| FDx Advisors, Inc. | 2,893 | $1.22M | 0.18% | −5,084−63.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,895 | $1.22M | 0.97% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,906 | $1.22M | 0.30% | −49−1.7% | Reduced |
| Objective Capital Management, LLC | 2,899 | $1.22M | 0.82% | +6+0.2% | Added |
| Denali Advisors LLC | 2,900 | $1.22M | 0.36% | −300−9.4% | Reduced |
| Winton Group Ltd | 2,900 | $1.22M | 0.09% | +2,900 | New |
| Pasadena Private Wealth, LLC | 2,902 | $1.22M | 0.28% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,907 | $1.22M | 0.62% | +125+4.5% | Added |
| F/M Investments LLC | 2,994 | $1.22M | 0.83% | +65+2.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,911 | $1.22M | 0.24% | +420+16.9% | Added |
| Michael B. Yongue | 2,913 | $1.22M | 1.08% | −24−0.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,931 | $1.23M | 1.06% | +19+0.7% | Added |
| Cornerstone National Bank & Trust Co | 2,934 | $1.23M | 0.62% | +123+4.4% | Added |
| DeDora Capital, Inc. | 2,938 | $1.24M | 0.39% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,938 | $1.24M | 0.28% | +1,685+134.5% | Added |
| Consilium Wealth Advisory, LLC | 2,942 | $1.24M | 0.70% | +130+4.6% | Added |
| Paragon Capital Management LLC | 2,944 | $1.24M | 0.67% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 2,950 | $1.24M | 0.15% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,954 | $1.24M | 0.98% | +50+1.7% | Added |
| Chesley Taft & Associates LLC | 2,957 | $1.24M | 0.06% | −10−0.3% | Reduced |
| Montz Harcus Wealth Management LLC | 2,958 | $1.24M | 0.84% | +22+0.7% | Added |
| Norwood Financial Corp | 2,960 | $1.24M | 1.80% | 00.0% | Unchanged |
| Essential Planning, LLC. | 3,494 | $1.25M | 0.62% | −6−0.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,964 | $1.25M | 0.89% | −43−1.4% | Reduced |
| Farley Capital L.P. | 2,966 | $1.25M | 1.17% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,967 | $1.25M | 0.54% | +500+20.3% | Added |
| Indiana Trust & Investment Management CO | 2,971 | $1.25M | 0.50% | −18−0.6% | Reduced |
| Biechele Royce Advisors | 2,971 | $1.25M | 0.41% | −108−3.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,976 | $1.25M | 0.69% | −79−2.6% | Reduced |
| Tactive Advisors, LLC | 2,979 | $1.25M | 0.67% | +66+2.3% | Added |
| Traveka Wealth, LLC | 2,985 | $1.26M | 0.58% | −1,689−36.1% | Reduced |
| Bank of Nova Scotia Trust Co | 2,996 | $1.26M | 0.14% | −343−10.3% | Reduced |
| Amarillo National Bank | 2,999 | $1.26M | 0.24% | −50−1.6% | Reduced |
| Strategic Financial Services, Inc, | 2,999 | $1.26M | 0.08% | +90+3.1% | Added |
| Hennessy Advisors Inc | 3,000 | $1.26M | 0.05% | 00.0% | Unchanged |
| Capital Management Associates | 3,000 | $1.26M | 1.50% | +3,000 | New |
| Colorado Capital Management, Inc. | 3,002 | $1.26M | 0.73% | −4−0.1% | Reduced |
| IAM Advisory, LLC | 3,004 | $1.26M | 0.35% | +74+2.5% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,005 | $1.26M | 0.76% | −154−4.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,012 | $1.27M | 0.62% | −1,078−26.4% | Reduced |
| Peninsula Wealth, LLC | 3,013 | $1.27M | 0.25% | +13+0.4% | Added |
| Bryant Woods Investment Advisors, LLC | 3,015 | $1.27M | 0.75% | −2−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 3,017 | $1.27M | 0.18% | −57−1.9% | Reduced |
| Ergawealth Advisors, Inc. | 3,022 | $1.27M | 0.70% | +24+0.8% | Added |
| Allied Investment Advisors, LLC | 3,023 | $1.27M | 0.31% | +175+6.1% | Added |
| Landmark Wealth Management, Inc. | 3,024 | $1.27M | 13.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,028 | $1.27M | 0.45% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,032 | $1.27M | 0.21% | +1,110+57.8% | Added |
| Benchmark Wealth Management, LLC | 3,039 | $1.28M | 0.70% | 00.0% | Unchanged |
| HT Partners LLC | 3,042 | $1.28M | 0.46% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,042 | $1.28M | 0.30% | +209+7.4% | Added |
| AllSquare Wealth Management LLC | 3,045 | $1.28M | 0.75% | −200−6.2% | Reduced |
| Oxbow Advisors, LLC | 3,045 | $1.28M | 0.18% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,046 | $1.28M | 0.22% | +259+9.3% | Added |
| American Trust | 3,051 | $1.28M | 0.12% | −8,624−73.9% | Reduced |
| Round Rock Advisors, LLC | 3,051 | $1.28M | 0.31% | +25+0.8% | Added |
| Principal Street Partners, LLC | 3,108 | $1.28M | 0.24% | +358+13.0% | Added |
| First Bank & Trust | 3,059 | $1.29M | 0.27% | +166+5.7% | Added |
| Halpern Financial, Inc. | 3,064 | $1.29M | 0.37% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 3,062 | $1.29M | 0.26% | −98−3.1% | Reduced |