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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Plan Group Financial, LLC | 1,479 | $622.1K | 0.41% | +22+1.5% | Added |
| Guild Investment Management, Inc. | 1,483 | $623.6K | 0.80% | +33+2.3% | Added |
| Vantage Financial Partners, LLC | 1,487 | $625.3K | 0.17% | +61+4.3% | Added |
| Ewa, LLC | 1,518 | $625.5K | 0.28% | +549+56.7% | Added |
| PCA Investment Advisory Services Inc. | 1,488 | $626.0K | 0.35% | −92−5.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,491 | $627.0K | 0.04% | −100−6.3% | Reduced |
| Cherrydale Wealth Management, LLC | 1,492 | $627.4K | 0.29% | +232+18.4% | Added |
| Bogart Wealth, LLC | 1,493 | $627.8K | 0.03% | −128−7.9% | Reduced |
| PFG Private Wealth Management, LLC | 1,493 | $627.8K | 0.40% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,495 | $628.7K | 0.33% | −100−6.3% | Reduced |
| Latitude Advisors, LLC | 1,498 | $629.8K | 0.39% | −124−7.6% | Reduced |
| Truefg, LLC | 1,499 | $630.4K | 0.23% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $630.8K | 0.28% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $630.8K | 0.21% | +500+50.0% | Added |
| Bayesian Capital Management, LP | 1,500 | $630.8K | 0.06% | +1,500 | New |
| HughesLittle Investment Management Ltd. | 1,500 | $630.8K | 0.14% | +1,500 | New |
| RNC Capital Management LLC | 1,505 | $632.9K | 0.04% | −312−17.2% | Reduced |
| Luminvest Wealth Management LLC | 1,400 | $633.3K | 0.40% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,511 | $635.4K | 0.19% | +1+0.1% | Added |
| Anson Capital, Inc. | 1,515 | $637.1K | 0.92% | −31−2.0% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,515 | $637.1K | 0.15% | +7+0.5% | Added |
| Accel Wealth Management | 1,515 | $637.1K | 0.27% | +100+7.1% | Added |
| DT Investment Partners, LLC | 1,518 | $638.4K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,520 | $639.2K | 0.22% | +665+77.8% | Added |
| American Institute for Advanced Investment Management, LLP | 1,521 | $639.6K | 0.51% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 1,522 | $640.0K | 0.33% | −146−8.8% | Reduced |
| WealthCollab, LLC | 1,525 | $641.3K | 0.47% | −17−1.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,526 | $641.7K | 0.51% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,526 | $641.7K | 0.15% | +75+5.2% | Added |
| Facet Wealth, Inc. | 1,585 | $641.9K | 0.02% | −240−13.2% | Reduced |
| Adell Harriman & Carpenter Inc | 1,527 | $642.3K | 0.05% | +170+12.5% | Added |
| Tower Wealth Partners, Inc. | 1,528 | $642.6K | 0.42% | −300−16.4% | Reduced |
| Frazier Financial Advisors, LLC | 1,530 | $643.5K | 0.53% | +198+14.9% | Added |
| Somerset Trust Co | 1,533 | $644.7K | 0.26% | +70+4.8% | Added |
| Corundum Group, Inc. | 1,538 | $646.8K | 0.31% | −51−3.2% | Reduced |
| Mayport, LLC | 1,548 | $651.0K | 0.25% | +115+8.0% | Added |
| Epic Trust Investment Advisors, LLC | 1,549 | $651.4K | 0.80% | 00.0% | Unchanged |
| Farrow Financial Inc. | 1,550 | $651.8K | 0.46% | −100−6.1% | Reduced |
| RIA Advisory Group LLC | 1,551 | $652.1K | 0.26% | −101−6.1% | Reduced |
| Coerente Capital Management | 1,552 | $652.6K | 0.12% | −45−2.8% | Reduced |
| Lifeworks Advisors, LLC | 1,552 | $652.6K | 0.18% | +511+49.1% | Added |
| Villere St Denis J & Co LLC | 1,553 | $653.1K | 0.05% | +1,553 | New |
| Shared Vision Wealth Group LLC | 1,556 | $654.4K | 0.41% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 1,603 | $655.6K | 0.53% | +143+9.8% | Added |
| Human Investing LLC | 1,560 | $656.0K | 0.13% | +46+3.0% | Added |
| PFW Advisors LLC | 1,562 | $656.9K | 0.20% | +24+1.6% | Added |
| Bruce G. Allen Investments, LLC | 1,566 | $658.5K | 0.54% | −35−2.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,568 | $659.4K | 0.25% | +86+5.8% | Added |
| HBC Financial Services, PLLC | 1,658 | $660.0K | 0.45% | −80−4.6% | Reduced |
| Derbend Asset Management | 1,571 | $660.6K | 0.33% | +1,571 | New |
| Gateway Wealth Partners, LLC | 1,571 | $660.6K | 0.24% | −159−9.2% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,575 | $662.3K | 0.58% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,577 | $663.2K | 0.69% | −100−6.0% | Reduced |
| Gitterman Wealth Management, LLC | 1,579 | $664.0K | 0.26% | −200−11.2% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $664.4K | 0.36% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,581 | $664.8K | 0.86% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,582 | $665.3K | 0.29% | −150−8.7% | Reduced |
| NorthLanding Financial Partners, LLC | 1,582 | $665.5K | 0.72% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,584 | $666.1K | 0.38% | −159−9.1% | Reduced |
| Menard Financial Group LLC | 1,587 | $667.4K | 0.56% | +1,587 | New |
| Tidemark, LLC | 1,588 | $667.8K | 0.37% | +225+16.5% | Added |
| Mosaic Financial Group, LLC | 1,592 | $669.0K | 0.54% | +1,592 | New |
| Holistic Planning, LLC | 1,593 | $669.9K | 0.51% | −1−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,595 | $670.7K | 0.16% | +120+8.1% | Added |
| First Dallas Securities Inc. | 1,600 | $673.0K | 0.31% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,602 | $673.7K | 0.20% | +9+0.6% | Added |
| Meadow Creek Wealth Advisors LLC | 1,605 | $674.9K | 0.47% | +1,605 | New |
| Horizon Bancorp Inc | 1,604 | $675.0K | 0.32% | −27−1.7% | Reduced |
| LGT Financial Advisors LLC | 1,608 | $676.2K | 0.79% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,608 | $676.2K | 0.27% | +703+77.7% | Added |
| Kolinsky Wealth Management, LLC | 1,611 | $677.5K | 0.52% | +198+14.0% | Added |
| Planning Alternatives Ltd | 1,613 | $678.3K | 0.11% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,614 | $678.7K | 0.06% | +1,614 | New |
| Doliver Advisors, LP | 1,619 | $680.8K | 0.19% | −25−1.5% | Reduced |
| Acorns Advisers, LLC | 1,627 | $684.0K | 0.01% | +491+43.2% | Added |
| Braun-Bostich & Associates Inc. | 1,628 | $684.6K | 0.57% | +133+8.9% | Added |
| Robinson Smith Wealth Advisors LLC | 1,629 | $685.0K | 0.66% | +109+7.2% | Added |
| Blackhawk Capital Partners LLC. | 1,635 | $687.5K | 0.43% | −183−10.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,635 | $687.5K | 0.44% | 00.0% | Unchanged |
| Matisse Capital | 1,640 | $689.7K | 0.33% | −9−0.5% | Reduced |
| Coombe, Bender & Co LLC | 1,640 | $689.8K | 0.42% | −273−14.3% | Reduced |
| Victory Financial Group, LLC | 1,641 | $690.1K | 0.41% | −1,171−41.6% | Reduced |
| Wealthgate Family Office, LLC | 1,644 | $691.3K | 1.80% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,649 | $693.4K | 0.05% | −25−1.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,650 | $693.9K | 0.19% | +7+0.4% | Added |
| Orrstown Financial Services Inc | 1,650 | $693.9K | 0.39% | +205+14.2% | Added |
| Commonwealth Retirement Investments LLC | 1,654 | $695.5K | 0.33% | +95+6.1% | Added |
| Progressive Investment Management Corp | 1,660 | $698.1K | 0.19% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,662 | $698.9K | 0.42% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,662 | $698.9K | 0.22% | +46+2.8% | Added |
| L & S Advisors Inc | 1,665 | $700.2K | 0.08% | −21,392−92.8% | Reduced |
| CWS Financial Advisors, LLC | 1,665 | $700.2K | 0.29% | −846−33.7% | Reduced |
| Campbell Wealth Management | 1,666 | $701.0K | 0.07% | +563+51.0% | Added |
| SilverOak Wealth Management LLC | 1,667 | $701.0K | 0.17% | +32+2.0% | Added |
| Partners in Financial Planning | 1,667 | $701.0K | 0.16% | +100+6.4% | Added |
| Wealth Management Partners, LLC | 1,677 | $705.2K | 0.36% | +3+0.2% | Added |
| Red Spruce Capital, LLC | 1,681 | $706.9K | 0.33% | +292+21.0% | Added |
| New Covenant Trust Company, N.A. | 1,686 | $709.0K | 0.71% | +1,686 | New |
| Forza Wealth Management, LLC | 1,689 | $710.3K | 0.37% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,690 | $710.7K | 0.10% | 00.0% | Unchanged |