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
- 1,601 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 | 4,928 | $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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc./Texas | 948 | $398.7K | 0.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 949 | $399.1K | 0.23% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $399.5K | 0.25% | 00.0% | Unchanged |
| Lane & Associates LLC | 951 | $399.9K | 0.25% | −5−0.5% | Reduced |
| Divergent Planning, LLC | 954 | $400.9K | 0.17% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 955 | $401.6K | 0.05% | −270−22.0% | Reduced |
| Goldstein Advisors, LLC | 955 | $401.6K | 0.07% | −31−3.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 957 | $402.0K | 0.18% | −68−6.6% | Reduced |
| Howe & Rusling Inc | 957 | $402.4K | 0.04% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 958 | $402.9K | 0.27% | +958 | New |
| Kingdom Financial Group LLC. | 959 | $403.3K | 0.28% | −775−44.7% | Reduced |
| Souders Financial Advisors | 959 | $403.3K | 0.06% | −51−5.0% | Reduced |
| Opinicus Capital, Inc. | 963 | $405.0K | 0.36% | +963 | New |
| DGS Capital Management, LLC | 965 | $405.8K | 0.12% | −311−24.4% | Reduced |
| Empirical Asset Management, LLC | 8,239 | $405.9K | 0.20% | +7,443+935.1% | Added |
| Accretive Wealth Partners, LLC | 1,017 | $407.7K | 0.18% | +198+24.2% | Added |
| Future Financial Wealth Managment LLC | 972 | $408.7K | 0.31% | −3−0.3% | Reduced |
| Lynx Capital Group Ltd | 975 | $410.0K | 0.28% | 00.0% | Unchanged |
| Arden Trust Co | 977 | $410.8K | 0.06% | −130−11.7% | Reduced |
| Pinnacle Family Advisors, LLC | 978 | $411.3K | 0.22% | 00.0% | Unchanged |
| Holistic Financial Partners | 979 | $411.7K | 0.21% | +72+7.9% | Added |
| Sustainable Insight Capital Management, LLC | 980 | $412.1K | 0.30% | −200−16.9% | Reduced |
| Stony Point Wealth Management Inc. | 980 | $412.1K | 0.18% | −175−15.2% | Reduced |
| Clearwater Capital Advisors, LLC | 980 | $412.1K | 0.04% | −9−0.9% | Reduced |
| Tamar Securities, LLC | 981 | $412.7K | 0.07% | +16+1.7% | Added |
| Elevated Capital Advisors, LLC | 982 | $413.0K | 0.12% | 00.0% | Unchanged |
| Brio Consultants, LLC | 985 | $414.2K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 985 | $414.2K | 0.18% | +100+11.3% | Added |
| Cranbrook Wealth Management, LLC | 985 | $414.2K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 986 | $414.6K | 0.19% | −95−8.8% | Reduced |
| Brickley Wealth Management | 988 | $415.5K | 0.10% | +9+0.9% | Added |
| Maryland Capital Advisors Inc. | 990 | $416.3K | 0.26% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 990 | $416.3K | 0.20% | +15+1.5% | Added |
| BCM Advisors, LLC | 1,027 | $416.9K | 0.11% | +172+20.1% | Added |
| Darwin Advisors, LLC | 998 | $419.7K | 0.12% | +301+43.2% | Added |
| Grace & White Inc | 1,000 | $420.5K | 0.08% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $420.5K | 0.06% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $420.9K | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,000 | $421.0K | 0.04% | −4,696−82.4% | Reduced |
| Wallington Asset Management, LLC | 1,000 | $421.0K | 0.07% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,002 | $421.4K | 0.14% | +11+1.1% | Added |
| Pachira Investments Inc. | 1,002 | $421.4K | 0.34% | +158+18.7% | Added |
| Impact Partnership Wealth, LLC | 1,005 | $422.6K | 0.17% | +861+597.9% | Added |
| Winning Points Advisors, LLC | 1,188 | $423.7K | 0.65% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,008 | $423.9K | 0.17% | −38−3.6% | Reduced |
| RHS Financial, LLC | 1,008 | $423.9K | 0.25% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,008 | $423.9K | 0.07% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,010 | $424.7K | 0.25% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 1,010 | $424.9K | 0.22% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,011 | $425.0K | 0.03% | −8−0.8% | Reduced |
| RF&L Wealth Management, LLC | 1,013 | $426.0K | 0.33% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,014 | $426.4K | 0.34% | −14−1.4% | Reduced |
| Hamilton Wealth, LLC | 1,014 | $426.4K | 0.13% | +50+5.2% | Added |
| Collaborative Wealth Managment Inc. | 1,015 | $426.8K | 0.21% | −50−4.7% | Reduced |
| Caxton Corp | 1,019 | $428.3K | 2.44% | −16−1.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,021 | $429.4K | 0.17% | +77+8.2% | Added |
| Oracle Alpha Inc. | 1,024 | $430.6K | 0.77% | +90+9.6% | Added |
| Syntax Research, Inc. | 1,024 | $430.6K | 0.33% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 1,026 | $431.5K | 0.07% | +1,026 | New |
| Sherbrooke Park Advisers LLC | 1,030 | $433.1K | 0.08% | −1,133−52.4% | Reduced |
| Donald L. Hagan, LLC | 1,031 | $433.6K | 0.23% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,035 | $435.2K | 0.09% | +68+7.0% | Added |
| Redwood Wealth Management Group, LLC | 1,036 | $435.7K | 0.46% | +10+1.0% | Added |
| Flaharty Asset Management, LLC | 1,036 | $435.7K | 0.06% | −54−5.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,040 | $437.3K | 0.05% | +138+15.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,044 | $439.0K | 0.26% | +1,044 | New |
| Echo45 Advisors LLC | 1,046 | $439.9K | 0.32% | +8+0.8% | Added |
| Marotta Asset Management | 1,048 | $440.7K | 0.09% | −76−6.8% | Reduced |
| Capital Investment Counsel, Inc | 1,048 | $440.7K | 0.08% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,049 | $441.1K | 0.66% | −2−0.2% | Reduced |
| Granite Group Advisors, LLC | 1,050 | $441.5K | 0.30% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,051 | $442.1K | 0.24% | +88+9.1% | Added |
| Keener Financial Planning LLC | 1,052 | $443.0K | 0.30% | 00.0% | Unchanged |
| CKW Financial Group | 1,055 | $443.0K | 0.06% | +30+2.9% | Added |
| Richard C. Young & CO., LTD. | 1,056 | $444.2K | 0.06% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,057 | $444.5K | 0.05% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,059 | $445.3K | 0.42% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 1,064 | $447.4K | 0.46% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,065 | $447.9K | 0.15% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 1,067 | $448.7K | 0.15% | +30+2.9% | Added |
| Oxler Private Wealth LLC | 1,070 | $450.0K | 0.18% | +240+28.9% | Added |
| Fortis Capital Advisors, LLC | 1,074 | $451.6K | 0.19% | +108+11.2% | Added |
| Purus Wealth Management, LLC | 1,075 | $452.1K | 0.22% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,079 | $453.7K | 0.22% | −675−38.5% | Reduced |
| Smithbridge Asset Management Inc | 1,080 | $454.2K | 0.09% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,082 | $455.0K | 0.24% | −23−2.1% | Reduced |
| Running Point Capital Advisors, LLC | 1,085 | $456.3K | 0.20% | −187−14.7% | Reduced |
| Ferguson Shapiro LLC | 1,086 | $456.7K | 0.21% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,086 | $456.7K | 0.20% | +395+57.2% | Added |
| Sollinda Capital Management LLC | 1,088 | $457.5K | 0.14% | −973−47.2% | Reduced |
| Conestoga Capital Advisors, LLC | 1,090 | $458.4K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,090 | $458.4K | 0.33% | +106+10.8% | Added |
| Westover Capital Advisors, LLC | 1,091 | $458.8K | 0.13% | +41+3.9% | Added |
| Viewpoint Capital Management LLC | 1,096 | $460.9K | 0.29% | +6+0.6% | Added |
| Slocum, Gordon & Co LLP | 1,097 | $461.3K | 0.34% | −34−3.0% | Reduced |
| Buckingham Capital Management, Inc. | 1,098 | $461.7K | 0.06% | +1,098 | New |
| PACK Private Wealth, LLC | 1,099 | $462.2K | 0.29% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $462.6K | 0.30% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,100 | $462.6K | 0.02% | +273+33.0% | Added |
| Beirne Wealth Consulting Services, LLC | 1,104 | $464.3K | 0.20% | −32−2.8% | Reduced |