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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 682 | $286.8K | 0.15% | 00.0% | Unchanged |
| Schwab Charitable Fund | 683 | $287.2K | 0.01% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 688 | $289.3K | 0.19% | −70−9.2% | Reduced |
| Left Brain Wealth Management, LLC | 688 | $289.3K | 0.14% | −10−1.4% | Reduced |
| Phillips Wealth Planners LLC | 729 | $289.4K | 0.33% | −10−1.4% | Reduced |
| Blue Square Asset Management, LLC | 690 | $290.2K | 0.19% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 691 | $290.6K | 0.24% | +4+0.6% | Added |
| Balanced Rock Investment Advisor | 693 | $291.4K | 0.25% | −97−12.3% | Reduced |
| Peak Financial Management, Inc. | 693 | $291.4K | 0.09% | +40+6.1% | Added |
| Montgomery Investment Management Inc | 694 | $291.8K | 0.11% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 694 | $291.8K | 0.15% | +694 | New |
| Eudaimonia Advisors LLC | 695 | $292.3K | 0.16% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 695 | $292.3K | 0.14% | +3+0.4% | Added |
| Kraft, Davis & Associates, LLC | 716 | $292.3K | 0.09% | −200−21.8% | Reduced |
| WorthPointe, LLC | 699 | $293.9K | 0.15% | +41+6.2% | Added |
| Pathway Financial Advisors LLC | 699 | $293.9K | 0.08% | +119+20.5% | Added |
| Long Road Investment Counsel, LLC | 700 | $294.0K | 0.12% | 00.0% | Unchanged |
| Slagle Financial, LLC | 700 | $294.0K | 0.16% | −1,952−73.6% | Reduced |
| ONE Advisory Partners, LLC | 700 | $294.4K | 0.14% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 701 | $294.8K | 0.14% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 701 | $294.8K | 0.17% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 737 | $295.0K | 0.11% | +737 | New |
| Harmony Asset Management LLC | 703 | $295.5K | 0.12% | −2−0.3% | Reduced |
| Refined Wealth Management | 706 | $296.9K | 0.21% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 706 | $296.9K | 0.04% | +521+281.6% | Added |
| Grand Wealth Management, LLC | 707 | $297.3K | 0.14% | −144−16.9% | Reduced |
| Barrett & Company, Inc. | 708 | $297.5K | 0.14% | −50−6.6% | Reduced |
| Mirabaud & Cie SA | 708 | $297.7K | 0.11% | −118−14.3% | Reduced |
| jvl associates llc | 708 | $297.7K | 0.12% | +38+5.7% | Added |
| Etesian Wealth Advisors, Inc. | 710 | $298.6K | 0.17% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 711 | $299.0K | 0.21% | −9−1.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 711 | $299.0K | 0.12% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 733 | $299.5K | 0.15% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 713 | $299.8K | 0.13% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 750 | $300.7K | 0.09% | +77+11.4% | Added |
| Kendall Capital Management | 718 | $301.9K | 0.10% | −30−4.0% | Reduced |
| James J. Burns & Company, LLC | 723 | $303.0K | 0.11% | −3,827−84.1% | Reduced |
| Single Point Partners, LLC | 720 | $303.0K | 0.07% | −8−1.1% | Reduced |
| Mills Wealth Advisors LLC | 721 | $303.2K | 0.22% | +37+5.4% | Added |
| Morse Asset Management, Inc | 722 | $304.0K | 0.08% | +722 | New |
| Exeter Financial, LLC | 735 | $305.3K | 0.14% | −81−9.9% | Reduced |
| Horizon Advisory Services, Inc. | 727 | $305.7K | 0.14% | +727 | New |
| Shakespeare Wealth Management, Inc. | 728 | $306.1K | 0.09% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 729 | $306.6K | 0.06% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 729 | $306.6K | 0.16% | +729 | New |
| Planning Directions Inc | 731 | $307.4K | 0.21% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 731 | $307.4K | 0.09% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 731 | $307.4K | 0.23% | 00.0% | Unchanged |
| S. R. Schill & Associates | 734 | $308.6K | 0.13% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 736 | $309.5K | 0.02% | +736 | New |
| Columbia Advisory Partners LLC | 741 | $311.6K | 0.32% | −82−10.0% | Reduced |
| Rather & Kittrell, Inc. | 742 | $312.0K | 0.09% | +5+0.7% | Added |
| Adams Asset Advisors, LLC | 744 | $312.9K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 744 | $312.9K | 0.09% | +744 | New |
| JDM Financial Group LLC | 746 | $313.7K | 0.23% | +204+37.6% | Added |
| Miramar Capital, LLC | 776 | $315.2K | 0.08% | −74−8.7% | Reduced |
| Mawer Investment Management Ltd. | 750 | $315.4K | 0.00% | 00.0% | Unchanged |
| LifePro Asset Management | 753 | $316.7K | 0.21% | −50−6.2% | Reduced |
| RBA Wealth Management, LLC | 755 | $317.5K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 755 | $317.5K | 0.16% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 758 | $318.8K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 760 | $319.6K | 0.01% | −13,616−94.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 762 | $320.4K | 0.18% | −12−1.6% | Reduced |
| Orion Capital Management LLC | 762 | $320.4K | 0.17% | 00.0% | Unchanged |
| PFS Partners, LLC | 765 | $321.7K | 0.22% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 766 | $322.1K | 0.03% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 767 | $322.5K | 0.17% | −97−11.2% | Reduced |
| Capital Insight Partners, LLC | 768 | $323.0K | 0.06% | +18+2.4% | Added |
| Grayhawk Investment Strategies Inc. | 770 | $323.8K | 0.29% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 771 | $324.2K | 0.13% | −282−26.8% | Reduced |
| Wealth Management Associates, Inc. | 798 | $324.6K | 0.15% | 00.0% | Unchanged |
| Central Bank & Trust Co | 779 | $327.6K | 0.05% | −27−3.3% | Reduced |
| Community Bank, N.A. | 780 | $328.0K | 0.04% | 00.0% | Unchanged |
| ETF Store, Inc. | 780 | $328.0K | 0.19% | +15+2.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 781 | $328.4K | 0.12% | −85−9.8% | Reduced |
| DSC Advisors, L.P. | 782 | $328.8K | 0.53% | +79+11.2% | Added |
| Capula Management Ltd | 785 | $330.1K | 0.01% | +785 | New |
| Kozak & Associates, Inc. | 800 | $330.5K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 786 | $330.5K | 0.30% | −5−0.6% | Reduced |
| Kaizen Financial Strategies | 787 | $330.9K | 0.22% | −9−1.1% | Reduced |
| Ruggaard & Associates LLC | 788 | $331.4K | 0.16% | −15−1.9% | Reduced |
| Meridian Financial, LLC | 788 | $331.4K | 0.25% | +788 | New |
| Masso Torrence Wealth Management Inc. | 789 | $331.8K | 0.20% | 00.0% | Unchanged |
| CNB Bank | 794 | $333.9K | 0.16% | −106−11.8% | Reduced |
| Axiom Advisory, LLC | 796 | $334.7K | 0.25% | 00.0% | Unchanged |
| Earnest Partners LLC | 797 | $335.2K | 0.00% | −62−7.2% | Reduced |
| Maltin Wealth Management, Inc. | 797 | $335.2K | 0.19% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 798 | $335.6K | 0.04% | −645−44.7% | Reduced |
| EHP Funds Inc. | 800 | $336.4K | 0.23% | −100−11.1% | Reduced |
| Friedenthal Financial | 800 | $336.4K | 0.21% | 00.0% | Unchanged |
| Maren Capital LLC | 800 | $336.4K | 0.03% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $336.4K | 0.13% | +800 | New |
| Elevatus Welath Management | 805 | $338.5K | 0.13% | +18+2.3% | Added |
| Whitford Management LLC | 806 | $338.9K | 0.19% | 00.0% | Unchanged |
| West Wealth Group, LLC | 807 | $339.4K | 0.13% | −25−3.0% | Reduced |
| Prosperity Wealth Management, Inc. | 808 | $339.8K | 0.16% | +229+39.6% | Added |
| New Potomac Partners, LLC | 810 | $340.6K | 0.19% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 811 | $341.0K | 0.18% | −2,606−76.3% | Reduced |
| Clarity Capital Partners LLC | 811 | $341.0K | 0.22% | +20+2.5% | Added |
| Driehaus Capital Management LLC | 812 | $341.5K | 0.00% | −820−50.2% | Reduced |