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; 4,928 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
- 1,602 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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 570 | $239.7K | 0.16% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 570 | $239.7K | 0.21% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 572 | $240.4K | 0.19% | −21−3.5% | Reduced |
| Citizens Business Bank | 574 | $241.4K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 580 | $243.9K | 0.16% | −1,224−67.8% | Reduced |
| Durante & Waters, LLC | 580 | $243.9K | 0.22% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 684 | $244.0K | 0.18% | −45−6.2% | Reduced |
| Rockport Wealth LLC | 582 | $244.7K | 0.16% | +582 | New |
| Clarity Asset Management, Inc. | 584 | $245.6K | 0.17% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 585 | $246.0K | 0.11% | +585 | New |
| Narwhal Capital Management | 586 | $246.4K | 0.02% | −5−0.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 588 | $247.1K | 0.06% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 590 | $248.1K | 0.12% | −33−5.3% | Reduced |
| Davis-Rea Ltd. | 590 | $248.1K | 0.11% | 00.0% | Unchanged |
| Ted Buchan & Co | 590 | $248.1K | 0.15% | 00.0% | Unchanged |
| Hart & Patterson Financial Group LLC | 592 | $248.9K | 0.12% | 00.0% | Unchanged |
| Signature Wealth Management Group | 617 | $249.9K | 0.11% | −31−4.8% | Reduced |
| Biltmore Wealth Management, LLC | 703 | $250.7K | 0.12% | 00.0% | Unchanged |
| Constitution Capital LLC | 598 | $251.5K | 0.14% | +598 | New |
| Halbert Hargrove Global Advisors, LLC | 599 | $252.0K | 0.02% | +599 | New |
| Notis-McConarty Edward | 600 | $252.3K | 0.10% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 600 | $252.3K | 0.07% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 603 | $253.6K | 0.09% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 603 | $253.6K | 0.11% | +205+51.5% | Added |
| Ariston Services Group | 604 | $254.0K | 0.24% | −9−1.5% | Reduced |
| Lipe & Dalton | 605 | $254.0K | 0.13% | 00.0% | Unchanged |
| NDVR, Inc. | 605 | $254.4K | 0.24% | +605 | New |
| PCG Wealth Advisors, LLC | 605 | $254.4K | 0.12% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 607 | $255.3K | 0.03% | +607 | New |
| Independent Solutions Wealth Management, LLC | 608 | $255.7K | 0.06% | −63−9.4% | Reduced |
| Reliant Investment Management, LLC | 609 | $256.1K | 0.12% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 609 | $256.1K | 0.05% | +609 | New |
| Afg Fiduciary Services Limited Partnership | 618 | $256.3K | 0.19% | 00.0% | Unchanged |
| Tenret Co LLC | 612 | $257.4K | 0.18% | −4−0.6% | Reduced |
| Disciplined Investments, LLC | 612 | $257.4K | 0.14% | +612 | New |
| Kelly Financial Services LLC | 613 | $257.8K | 0.10% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 613 | $257.8K | 0.15% | +613 | New |
| BlueCrest Capital Management Ltd | 614 | $258.2K | 0.06% | −18,063−96.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 614 | $258.2K | 0.02% | +614 | New |
| Butensky & Cohen Financial Security, Inc | 615 | $258.6K | 0.08% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 616 | $258.8K | 0.16% | −46−6.9% | Reduced |
| Swisher Financial Concepts, Inc. | 636 | $259.0K | 0.23% | 00.0% | Unchanged |
| Insight Financial Services | 616 | $259.0K | 0.23% | 00.0% | Unchanged |
| Williams Financial, LLC | 618 | $259.9K | 0.17% | +618 | New |
| OMNI 360 Wealth, Inc. | 618 | $260.1K | 0.21% | +57+10.2% | Added |
| Shira Ridge Wealth Management | 619 | $260.3K | 0.15% | 00.0% | Unchanged |
| Ceera Investments, LLC | 622 | $261.6K | 0.11% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 624 | $262.0K | 0.12% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 624 | $262.4K | 0.11% | 00.0% | Unchanged |
| Western Financial Corp | 624 | $262.4K | 0.16% | +624 | New |
| SWP Financial LLC | 625 | $262.8K | 0.18% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 625 | $262.8K | 0.30% | 00.0% | Unchanged |
| Bank Ozk | 628 | $264.1K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 629 | $264.5K | 0.17% | −20−3.1% | Reduced |
| S.E.E.D. Planning Group LLC | 629 | $264.5K | 0.10% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 630 | $264.9K | 0.06% | −1,250−66.5% | Reduced |
| ROI Financial Advisors, LLC | 629 | $265.0K | 0.21% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 632 | $265.8K | 0.06% | +632 | New |
| Garrison Asset Management, LLC | 633 | $266.2K | 0.14% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 670 | $266.5K | 0.11% | −7−1.0% | Reduced |
| Lavaca Capital LLC | 634 | $266.6K | 0.16% | +634 | New |
| Investors Research Corp | 636 | $267.5K | 0.06% | +10+1.6% | Added |
| Claris Advisors, LLC | 638 | $268.3K | 0.14% | −334−34.4% | Reduced |
| Northeast Financial Group, Inc. | 638 | $268.3K | 0.12% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 639 | $268.7K | 0.17% | +639 | New |
| Gsa Capital Partners LLP | 640 | $269.0K | 0.02% | −100−13.5% | Reduced |
| Drake & Associates, LLC | 640 | $269.1K | 0.10% | −28−4.2% | Reduced |
| Financial Freedom, LLC | 640 | $269.1K | 0.16% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 641 | $269.6K | 0.15% | −8−1.2% | Reduced |
| Founders Capital Management | 645 | $271.2K | 0.18% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 645 | $271.2K | 0.07% | +130+25.2% | Added |
| Plum Street Advisors, LLC | 591 | $272.0K | 0.14% | +591 | New |
| Barings LLC | 647 | $272.1K | 0.01% | +69+11.9% | Added |
| Lion Street Advisors, LLC | 764 | $272.5K | 0.11% | 00.0% | Unchanged |
| First Washington CORP | 650 | $273.3K | 0.10% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 651 | $273.8K | 0.11% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 653 | $274.6K | 0.23% | −151−18.8% | Reduced |
| Hill Island Financial LLC | 656 | $275.9K | 0.09% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 658 | $276.7K | 0.15% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 658 | $276.7K | 0.18% | +658 | New |
| St. Clair Advisors, LLC | 658 | $276.7K | 0.09% | +658 | New |
| Arcadia Investment Management Corp | 658 | $276.7K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 658 | $276.7K | 0.53% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 104,087 | $277.0K | 0.15% | −100−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 660 | $277.5K | 0.25% | −50−7.0% | Reduced |
| Bollard Group LLC | 660 | $278.0K | 0.01% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 689 | $278.3K | 0.12% | +81+13.3% | Added |
| Wealthcare Capital Management LLC | 662 | $278.4K | 0.03% | −151−18.6% | Reduced |
| O'Brien Wealth Partners LLC | 663 | $278.8K | 0.06% | −82−11.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 666 | $280.0K | 0.20% | 00.0% | Unchanged |
| Clifford Group, LLC | 666 | $280.1K | 0.23% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 667 | $280.5K | 0.17% | +9+1.4% | Added |
| Seed Wealth Management, Inc. | 669 | $281.1K | 0.27% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 671 | $282.2K | 0.15% | +44+7.0% | Added |
| Santori & Peters | 672 | $282.6K | 0.12% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 672 | $282.6K | 0.12% | +100+17.5% | Added |
| Heritage Wealth Management, Inc. | 673 | $283.0K | 0.28% | +8+1.2% | Added |
| Silicon Valley Community Foundation | 675 | $283.9K | 0.01% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 677 | $284.7K | 0.03% | −40−5.6% | Reduced |
| Acima Private Wealth, LLC | 679 | $285.5K | 0.11% | 00.0% | Unchanged |