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 |
|---|---|---|---|---|---|
| Geometric Wealth Advisors | 1,109 | $466.4K | 0.11% | 00.0% | Unchanged |
| McCarthy & Cox | 1,110 | $466.6K | 0.18% | +1,110 | New |
| Leicht Financial Planning & Wealth Management, Inc. | 1,110 | $466.8K | 0.26% | +31+2.9% | Added |
| Mission Wealth Management, LP | 1,111 | $467.2K | 0.01% | +1,111 | New |
| Midwest Professional Planners, LTD. | 1,114 | $468.5K | 0.16% | −9−0.8% | Reduced |
| TCP Asset Management, LLC | 1,114 | $468.5K | 0.12% | +20+1.8% | Added |
| Ballew Advisors, Inc | 1,146 | $468.8K | 0.32% | +1+0.1% | Added |
| Boston Mountain Money Management Inc | 1,115 | $468.9K | 0.32% | +1,115 | New |
| US Asset Management LLC | 1,116 | $469.0K | 0.42% | −21−1.8% | Reduced |
| GoalFusion Wealth Management, LLC | 1,116 | $469.3K | 0.30% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,118 | $470.0K | 0.10% | −18−1.6% | Reduced |
| Central Valley Advisors, LLC | 1,122 | $471.8K | 0.24% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,124 | $472.0K | 0.12% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,158 | $472.2K | 0.26% | +1,158 | New |
| APCM Wealth Management for Individuals | 1,123 | $472.2K | 0.07% | −138−10.9% | Reduced |
| Hillsdale Investment Management Inc. | 1,124 | $472.5K | 0.04% | +353+45.8% | Added |
| Aspect Partners, LLC | 1,132 | $476.0K | 0.38% | +1+0.1% | Added |
| Stone Point Wealth LLC | 1,134 | $476.9K | 0.17% | −100−8.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,145 | $481.5K | 0.06% | −355−23.7% | Reduced |
| Mendel Money Management | 1,146 | $481.9K | 0.22% | −49−4.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,146 | $481.9K | 0.00% | +77+7.2% | Added |
| Centennial Bank | 1,150 | $483.6K | 0.25% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,151 | $484.0K | 0.29% | 00.0% | Unchanged |
| Page Arthur B | 1,155 | $485.7K | 0.50% | −110−8.7% | Reduced |
| Brand Asset Management Group, Inc. | 1,155 | $485.7K | 0.21% | +19+1.7% | Added |
| Burns Matteson Capital Management, LLC | 1,156 | $486.1K | 0.31% | +131+12.8% | Added |
| Enzi Wealth | 1,215 | $486.3K | 0.23% | 00.0% | Unchanged |
| Myecfo, LLC | 1,157 | $486.5K | 0.29% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 1,214 | $486.8K | 0.39% | +1,214 | New |
| Peddock Capital Advisors, LLC | 1,159 | $487.4K | 0.13% | −9−0.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,160 | $487.6K | 0.11% | +107+10.2% | Added |
| Lazari Capital Management, Inc. | 1,162 | $488.6K | 0.27% | −350−23.1% | Reduced |
| United Capital Management of KS, Inc. | 1,162 | $488.6K | 0.11% | +48+4.3% | Added |
| Stevens Capital Management LP | 1,168 | $491.0K | 0.10% | −3,879−76.9% | Reduced |
| EnRich Financial Partners LLC | 1,172 | $492.8K | 0.18% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,173 | $493.3K | 0.37% | −105−8.2% | Reduced |
| Orin Green Financial, LLC | 1,176 | $494.5K | 0.23% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,177 | $495.0K | 0.39% | +72+6.5% | Added |
| SkyView Investment Advisors, LLC | 1,178 | $495.0K | 0.09% | +1,178 | New |
| Vantage Consulting Group Inc | 1,181 | $496.6K | 0.32% | −143−10.8% | Reduced |
| Isthmus Partners, LLC | 1,182 | $497.1K | 0.06% | +1,182 | New |
| Waycross Investment Management Co | 1,184 | $497.9K | 0.46% | −18−1.5% | Reduced |
| NFC Investments, LLC | 1,186 | $498.0K | 0.14% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,185 | $498.3K | 0.20% | −99−7.7% | Reduced |
| Yeomans Consulting Group, Inc. | 1,191 | $500.8K | 0.22% | +53+4.7% | Added |
| Crestmont Private Wealth LLC | 1,191 | $500.8K | 0.25% | +116+10.8% | Added |
| Whelan Financial | 1,191 | $500.8K | 0.23% | +1,191 | New |
| Union Savings Bank | 1,196 | $502.9K | 0.26% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,196 | $502.9K | 0.14% | +140+13.3% | Added |
| Kades & Cheifetz LLC | 1,198 | $503.8K | 0.32% | −68−5.4% | Reduced |
| Financial Council Asset Management Inc | 1,199 | $504.2K | 0.30% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,201 | $505.0K | 0.23% | −20−1.6% | Reduced |
| Covestor Ltd | 1,202 | $506.0K | 0.32% | +34+2.9% | Added |
| MayTech Global Investments, LLC | 1,204 | $506.3K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,265 | $506.3K | 0.40% | −128−9.2% | Reduced |
| Northcape Wealth Management, LLC | 1,205 | $506.7K | 0.18% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,205 | $506.7K | 0.25% | +525+77.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,239 | $506.9K | 0.28% | +100+8.8% | Added |
| Hengehold Capital Management LLC | 1,208 | $508.1K | 0.05% | −22−1.8% | Reduced |
| Horizons Wealth Management | 1,425 | $508.2K | 0.33% | 00.0% | Unchanged |
| Sym Financial Corp | 1,209 | $508.4K | 0.08% | +43+3.7% | Added |
| Stamos Capital Partners, L.P. | 1,210 | $508.8K | 0.12% | −180−12.9% | Reduced |
| Taurus Asset Management, LLC | 1,212 | $509.7K | 0.05% | +237+24.3% | Added |
| Fusion Family Wealth LLC | 1,216 | $511.4K | 0.05% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,219 | $512.6K | 0.22% | −190−13.5% | Reduced |
| Baron Wealth Management LLC | 1,221 | $513.5K | 0.27% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,222 | $513.9K | 0.24% | −71−5.5% | Reduced |
| Roble, Belko & Company, Inc | 1,223 | $514.0K | 0.09% | −97−7.3% | Reduced |
| R. W. Roge & Company, Inc. | 1,221 | $514.0K | 0.31% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,224 | $514.7K | 0.27% | −3−0.2% | Reduced |
| Brogan Financial, Inc. | 1,225 | $515.1K | 0.34% | +50+4.3% | Added |
| M3 Advisory Group, LLC | 1,225 | $515.1K | 0.47% | +360+41.6% | Added |
| Safeguard Investment Advisory Group, LLC | 1,226 | $515.6K | 0.18% | −7−0.6% | Reduced |
| Mma Asset Management LLC | 1,255 | $515.7K | 0.24% | 00.0% | Unchanged |
| Kure Advisory, LLC | 1,228 | $516.4K | 0.44% | −787−39.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $516.4K | 0.07% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,229 | $516.8K | 0.21% | −79−6.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,232 | $518.1K | 0.28% | +20+1.7% | Added |
| Raffa Wealth Management, LLC | 1,237 | $520.2K | 0.15% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,237 | $520.2K | 0.14% | +113+10.1% | Added |
| Sunburst Financial Group, LLC | 1,240 | $521.0K | 0.15% | +1+0.1% | Added |
| RBF Capital, LLC | 1,241 | $521.9K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,247 | $524.4K | 0.27% | +546+77.9% | Added |
| Bridge Advisory, LLC | 1,249 | $525.2K | 0.26% | +8+0.6% | Added |
| Gouws Capital LLC | 1,250 | $525.6K | 0.40% | −350−21.9% | Reduced |
| Nelson Capital Management, LLC | 1,251 | $526.1K | 0.10% | −9−0.7% | Reduced |
| Goodman Financial Corp | 1,252 | $526.5K | 0.12% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,255 | $527.9K | 0.52% | −4,856−79.5% | Reduced |
| Wealthstar Advisors, LLC | 1,256 | $528.2K | 0.18% | +224+21.7% | Added |
| Aspire Wealth Management Corp | 1,259 | $529.4K | 0.32% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 1,262 | $530.7K | 0.37% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,268 | $533.2K | 0.21% | −22−1.7% | Reduced |
| DLK Investment Management, LLC | 1,278 | $537.4K | 0.23% | +108+9.2% | Added |
| Starfox Financial Services, LLC | 1,344 | $537.9K | 0.46% | −17−1.2% | Reduced |
| Citizens & Northern Corp | 1,285 | $540.4K | 0.18% | +25+2.0% | Added |
| American State Bank (Iowa) | 1,290 | $542.5K | 0.36% | −152−10.5% | Reduced |
| M. Kulyk & Associates, LLC | 1,291 | $542.9K | 0.13% | +40+3.2% | Added |
| Armistice Capital, LLC | 1,294 | $544.2K | 0.01% | +1,294 | New |
| Abbot Financial Management, Inc. | 1,296 | $545.0K | 0.30% | −25−1.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,297 | $545.4K | 0.03% | −167−11.4% | Reduced |