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 |
|---|---|---|---|---|---|
| LVZ Advisors, Inc. | 814 | $342.3K | 0.05% | +86+11.8% | Added |
| Golden Road Advisors LLC | 819 | $344.4K | 0.29% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 822 | $345.7K | 0.12% | −135−14.1% | Reduced |
| Davies Financial Advisors, Inc. | 823 | $346.1K | 0.35% | +823 | New |
| Rempart Asset Management Inc. | 824 | $346.5K | 0.07% | −35−4.1% | Reduced |
| Ehrlich Financial Group | 825 | $346.9K | 0.29% | 00.0% | Unchanged |
| Avondale Wealth Management | 825 | $346.9K | 0.24% | +200+32.0% | Added |
| Mach-1 Financial Group, Inc. | 825 | $346.9K | 0.26% | +825 | New |
| Higgins & Schmidt Wealth Strategies LLC | 827 | $347.8K | 0.26% | +99+13.6% | Added |
| KPP Advisory Services LLC | 828 | $348.2K | 0.10% | −28−3.3% | Reduced |
| Tobias Financial Advisors, Inc. | 828 | $348.2K | 0.08% | +35+4.4% | Added |
| Affinity Wealth Management LLC | 830 | $349.0K | 0.06% | −100−10.8% | Reduced |
| Connors Investor Services Inc | 830 | $349.0K | 0.04% | −50−5.7% | Reduced |
| Windsor Capital Management, LLC | 833 | $350.3K | 0.11% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 835 | $351.0K | 0.00% | +166+24.8% | Added |
| Asio Capital, LLC | 835 | $351.1K | 0.07% | −4−0.5% | Reduced |
| North Ridge Wealth Advisors, Inc. | 835 | $351.1K | 0.27% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 837 | $352.0K | 0.47% | +16+1.9% | Added |
| FSA Wealth Management LLC | 837 | $352.0K | 0.15% | +19+2.3% | Added |
| 17 Capital Partners, LLC | 839 | $352.8K | 0.26% | −28−3.2% | Reduced |
| Quattro Financial Advisors LLC | 840 | $353.2K | 0.10% | +483+135.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 840 | $353.2K | 0.26% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 844 | $354.9K | 0.31% | −32−3.7% | Reduced |
| Fortis Advisors, LLC | 844 | $354.9K | 0.24% | +2+0.2% | Added |
| Genus Capital Management Inc. | 845 | $355.3K | 0.05% | +845 | New |
| Mirabella Financial Services LLP | 849 | $355.4K | 0.03% | +849 | New |
| CapitalatWork S.A. | – | $357.0K | 0.01% | – | – |
| Paloma Partners Management Co | 849 | $357.0K | 0.05% | +849 | New |
| Wetherby Asset Management Inc | 850 | $357.4K | 0.02% | 00.0% | Unchanged |
| Arvest Trust Co N A | 851 | $357.9K | 0.02% | −103−10.8% | Reduced |
| Hallmark Capital Management Inc | 851 | $357.9K | 0.03% | −431−33.6% | Reduced |
| Northwest Financial Advisors | 851 | $357.9K | 0.39% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 852 | $358.2K | 0.09% | +1+0.1% | Added |
| Scientech Research LLC | 854 | $359.1K | 0.19% | +854 | New |
| MontVue Capital Management, Inc. | 858 | $360.8K | 0.32% | −283−24.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 860 | $361.6K | 0.13% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 860 | $361.6K | 0.19% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 860 | $362.0K | 0.13% | +50+6.2% | Added |
| Boyd Wealth Management, LLC | 863 | $362.9K | 0.21% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 864 | $363.3K | 0.12% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 865 | $363.8K | 0.17% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 865 | $363.8K | 0.08% | +316+57.6% | Added |
| Waypoint Wealth Partners Inc. | 867 | $364.6K | 0.10% | −296−25.5% | Reduced |
| American Financial & Tax Strategies Inc | 868 | $365.1K | 0.20% | −48−5.2% | Reduced |
| Bay Rivers Group | 870 | $365.9K | 0.20% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 870 | $365.9K | 0.30% | +41+4.9% | Added |
| Family Asset Management, LLC | 874 | $367.5K | 0.23% | +34+4.0% | Added |
| Providence Capital Advisors, LLC | 875 | $368.0K | 0.08% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 875 | $368.0K | 0.35% | +875 | New |
| Asset Allocation Strategies LLC | 876 | $368.4K | 0.13% | +876 | New |
| HTG Investment Advisors, Inc. | 880 | $370.1K | 0.21% | −78−8.1% | Reduced |
| Allie Family Office LLC | 880 | $370.1K | 0.22% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 917 | $370.6K | 0.35% | −94−9.3% | Reduced |
| FSA Advisors, Inc. | 883 | $371.3K | 0.40% | −20−2.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 884 | $371.7K | 0.15% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 885 | $372.2K | 0.34% | −24−2.6% | Reduced |
| Integral Investment Advisors, Inc. | 893 | $372.3K | 0.15% | +297+49.8% | Added |
| W Advisors, LLC | 886 | $372.6K | 0.26% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 921 | $374.1K | 0.11% | +344+59.6% | Added |
| Berkshire Bank | 890 | $374.3K | 0.09% | +275+44.7% | Added |
| Park Place Capital Corp | 891 | $374.7K | 0.13% | +525+143.4% | Added |
| Fairfield, Bush & Co. | 893 | $375.5K | 0.22% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 895 | $376.4K | 0.23% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 895 | $376.4K | 0.27% | +895 | New |
| Builder Investment Group Inc | 897 | $377.2K | 0.11% | 00.0% | Unchanged |
| Zega Financial, LLC | 898 | $377.6K | 0.16% | −752−45.6% | Reduced |
| New England Capital Financial Advisors LLC | 900 | $378.5K | 0.21% | −288−24.2% | Reduced |
| Scholtz & Company, LLC | 900 | $378.5K | 0.17% | 00.0% | Unchanged |
| Birchbrook, Inc. | 900 | $378.5K | 0.23% | −40−4.3% | Reduced |
| Morton Brown Family Wealth, LLC | 903 | $379.7K | 0.16% | −201−18.2% | Reduced |
| Koss-Olinger Consulting, LLC | 905 | $380.6K | 0.21% | −20,625−95.8% | Reduced |
| Ayrshire Capital Management LLC | 905 | $380.6K | 0.21% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 905 | $381.0K | 0.22% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 911 | $383.0K | 0.01% | 00.0% | Unchanged |
| Monument Capital Management | 913 | $383.9K | 0.11% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 914 | $384.0K | 0.06% | −91−9.1% | Reduced |
| Sharp Financial Services, LLC | 914 | $384.4K | 0.36% | −43−4.5% | Reduced |
| Investment Advisory Services Inc | 918 | $386.0K | 0.14% | +18+2.0% | Added |
| Widmann Financial Services, Inc. | 921 | $387.3K | 0.33% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 922 | $388.0K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 925 | $389.0K | 0.09% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $389.0K | 0.12% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 927 | $389.8K | 0.22% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 927 | $390.0K | 0.47% | −5−0.5% | Reduced |
| Provident Investment Management, Inc. | 930 | $391.1K | 0.03% | +110+13.4% | Added |
| Talbot Financial, LLC | 930 | $391.1K | 0.05% | +240+34.8% | Added |
| Atlas Private Wealth Advisors | 932 | $391.9K | 0.13% | −732−44.0% | Reduced |
| Great Oak Capital Partners, LLC | 933 | $392.3K | 0.17% | −10−1.1% | Reduced |
| C2C Wealth Management, LLC | 935 | $393.2K | 0.39% | −360−27.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 939 | $394.9K | 0.26% | −589−38.5% | Reduced |
| Advance Capital Management, Inc. | 939 | $394.9K | 0.03% | +174+22.7% | Added |
| Toth Financial Advisory Corp | 939 | $394.9K | 0.05% | +25+2.7% | Added |
| Rockline Wealth Management, LLC | 940 | $395.3K | 0.14% | −7−0.7% | Reduced |
| Synergy Financial Group, LTD | 942 | $396.1K | 0.45% | +23+2.5% | Added |
| Breed's Hill Capital LLC | 943 | $396.6K | 0.37% | +5+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 945 | $397.4K | 0.11% | +6+0.6% | Added |
| Mandatum Life Insurance Co Ltd | 946 | $397.8K | 0.13% | 00.0% | Unchanged |
| Gainplan LLC | 946 | $397.8K | 0.19% | −2−0.2% | Reduced |
| Stonehearth Capital Management, LLC | 947 | $398.2K | 0.18% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 948 | $398.7K | 0.26% | 00.0% | Unchanged |