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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 1,300 | $546.7K | 0.12% | −15−1.1% | Reduced |
| Cary Street Partners Asset Management LLC | 1,300 | $546.7K | 0.08% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,300 | $546.8K | 0.04% | −200−13.3% | Reduced |
| Redwood Financial Network Corp | 1,302 | $547.3K | 0.48% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,304 | $548.0K | 0.37% | −12−0.9% | Reduced |
| Power Wealth Management LLC | 1,304 | $548.4K | 0.34% | +255+24.3% | Added |
| Cowa, LLC | 1,305 | $548.8K | 0.32% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,308 | $550.0K | 0.23% | −35−2.6% | Reduced |
| Global Financial Private Client, LLC | 1,309 | $550.0K | 0.24% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,548 | $552.1K | 0.13% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,313 | $552.1K | 0.54% | −138−9.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,315 | $553.0K | 0.31% | +367+38.7% | Added |
| Watts Gwilliam & Co., LLC | 1,348 | $553.0K | 0.17% | +1,348 | New |
| Skba Capital Management LLC | 1,319 | $554.7K | 0.09% | −110−7.7% | Reduced |
| Cape Ann Savings Bank | 1,323 | $556.3K | 0.35% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,325 | $557.2K | 0.04% | −991−42.8% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,326 | $557.6K | 0.28% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,327 | $558.0K | 0.39% | −10−0.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,327 | $558.0K | 0.17% | −59−4.3% | Reduced |
| BetterWealth, LLC | 1,328 | $558.5K | 0.18% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,329 | $558.9K | 0.15% | −9−0.7% | Reduced |
| Morris Financial Concepts, Inc. | 1,331 | $559.7K | 0.29% | −18−1.3% | Reduced |
| Acorn Creek Capital LLC | 1,331 | $559.7K | 0.35% | +242+22.2% | Added |
| Bridge Creek Capital Management LLC | 1,332 | $560.1K | 0.18% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $560.6K | 0.05% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $561.8K | 0.22% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,337 | $562.2K | 0.40% | +459+52.3% | Added |
| Values Added Financial LLC | 1,339 | $563.1K | 0.44% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,341 | $563.9K | 0.50% | −5−0.4% | Reduced |
| Meridian Management Co | 1,342 | $564.3K | 0.15% | +7+0.5% | Added |
| IVC Wealth Advisors LLC | 1,345 | $565.6K | 0.33% | −1−0.1% | Reduced |
| Angeles Investment Advisors, LLC | 1,345 | $565.6K | 0.03% | +9+0.7% | Added |
| Systematic Alpha Investments, LLC | 1,346 | $566.0K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,350 | $567.7K | 0.45% | +52+4.0% | Added |
| Bonness Enterprises Inc | 1,350 | $567.7K | 0.20% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $567.7K | 0.53% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,388 | $567.8K | 0.25% | +233+20.2% | Added |
| Private Capital Advisors, Inc. | 1,351 | $568.0K | 0.07% | +20+1.5% | Added |
| Millennium Capital Advisors, LLC | 1,351 | $568.1K | 0.40% | −199−12.8% | Reduced |
| Gould Asset Management LLC | 1,355 | $569.8K | 0.14% | −60−4.2% | Reduced |
| 49 Wealth Management, LLC | 1,358 | $570.6K | 0.12% | −81−5.6% | Reduced |
| Arcadia Wealth Management, LLC | 1,361 | $572.3K | 0.35% | +34+2.6% | Added |
| Mainsail Asset Management, LLC | 1,364 | $573.6K | 0.47% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,365 | $573.8K | 0.56% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,367 | $574.9K | 0.33% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,369 | $575.6K | 0.13% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,369 | $576.0K | 0.33% | +1,369 | New |
| AAFCPAs Wealth Management, LLC | 1,370 | $576.1K | 0.32% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,371 | $576.5K | 0.47% | −32−2.3% | Reduced |
| Madden Securities Corp | 1,374 | $577.8K | 0.27% | +274+24.9% | Added |
| Edge Financial Advisors LLC | 1,375 | $578.2K | 0.51% | +1,375 | New |
| Outlook Wealth Advisors, LLC | 1,376 | $578.6K | 0.18% | −92−6.3% | Reduced |
| Affinity Investment Advisors, LLC | 1,377 | $579.1K | 0.42% | 00.0% | Unchanged |
| FC Advisory LLC | 1,378 | $579.5K | 0.21% | −186−11.9% | Reduced |
| Crestone Asset Management LLC | 1,378 | $579.5K | 0.12% | +114+9.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,379 | $579.9K | 0.33% | +542+64.8% | Added |
| Ade, LLC | 1,380 | $580.3K | 0.39% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,383 | $581.6K | 0.58% | +1,383 | New |
| Demars Financial Group, LLC | 1,383 | $581.8K | 0.29% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,392 | $585.4K | 0.09% | −12−0.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,393 | $585.8K | 0.26% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,393 | $585.8K | 0.22% | +1,393 | New |
| Yoder Wealth Management, Inc. | 1,396 | $587.0K | 0.38% | −72−4.9% | Reduced |
| Benchmark Investment Advisors LLC | 1,398 | $587.9K | 0.46% | −177−11.2% | Reduced |
| Fortitude Family Office, LLC | 1,398 | $587.9K | 0.40% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,404 | $590.4K | 0.46% | 00.0% | Unchanged |
| Delaney Dennis R | 1,405 | $590.8K | 0.32% | −500−26.2% | Reduced |
| Richardson Financial Services Inc. | 1,405 | $590.8K | 0.42% | −340−19.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $591.7K | 0.34% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,408 | $592.1K | 0.25% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,410 | $592.9K | 0.03% | +1,410 | New |
| Mendel Capital Management LLC | 1,414 | $594.6K | 0.39% | −203−12.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,629 | $597.0K | 0.34% | +85+5.5% | Added |
| Jackson Creek Investment Advisors LLC | 1,420 | $597.0K | 0.21% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,420 | $597.1K | 0.30% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,422 | $598.0K | 0.12% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,423 | $598.4K | 0.09% | −63−4.2% | Reduced |
| Cora Capital Advisors LLC | 1,426 | $599.7K | 0.32% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,427 | $600.1K | 0.20% | −3−0.2% | Reduced |
| Highview Capital Management LLC | 1,431 | $601.8K | 0.27% | −119−7.7% | Reduced |
| Sentinel Trust Co Lba | 1,434 | $603.0K | 0.08% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,441 | $606.1K | 0.24% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,442 | $606.2K | 0.22% | +300+26.3% | Added |
| Concord Investment Counsel Inc. | 1,444 | $607.2K | 0.22% | +1,444 | New |
| Milestone Asset Management, LLC | 1,446 | $608.1K | 0.17% | −69−4.6% | Reduced |
| Absolute Capital Management, LLC | 1,452 | $610.6K | 0.39% | +1,452 | New |
| Logan Capital Management Inc | 1,458 | $613.1K | 0.03% | −2−0.1% | Reduced |
| JGP Wealth Management, LLC | 1,461 | $614.4K | 0.09% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,465 | $616.1K | 0.24% | −50−3.3% | Reduced |
| Compass Wealth Management LLC | 1,465 | $616.1K | 0.15% | +375+34.4% | Added |
| Shoker Investment Counsel, Inc. | 1,468 | $616.9K | 0.22% | −45−3.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,468 | $617.3K | 0.04% | +233+18.9% | Added |
| Pacitti Group Inc. | 1,469 | $617.6K | 0.33% | +64+4.6% | Added |
| Integrity Wealth Solutions LLC | 1,470 | $618.0K | 0.40% | +172+13.3% | Added |
| Opal Wealth Advisors, LLC | 1,471 | $618.6K | 0.21% | −55−3.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,471 | $618.6K | 0.07% | +35+2.4% | Added |
| Berkshire Money Management, Inc. | 1,472 | $619.0K | 0.07% | +1,472 | New |
| Diversified Portfolios, Inc. | 1,474 | $619.8K | 0.09% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,475 | $620.3K | 0.34% | +106+7.7% | Added |
| Carr Financial Group Corp | 1,479 | $621.9K | 0.21% | +10+0.7% | Added |