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, Q2 2024
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 4,032
- +90 vs. Q1 2024
- Shares held
- 859.9M
- +6.85M (+0.8%) vs. Q1 2024
- Total value
- $349.5B
- −$6.24B (−1.8%) vs. Q1 2024
- New holders
- 190
- 1,733 more added
- Sold out
- 100
- 1,443 more reduced
54 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 2,167 | $0 | 0.00% | +2,167 | New |
| McClarren Financial Advisors, Inc. | 4,068 | $769 | 0.54% | +2,181+115.6% | Added |
| DRH Investments, Inc. | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $2.44K | 0.00% | +6 | New |
| LFA - Lugano Financial Advisors SA | 10 | $4.07K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $4.07K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $4.07K | 0.00% | +3+42.9% | Added |
| Dogwood Wealth Management LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 23 | $9.36K | 0.01% | +23 | New |
| Birch Capital Management, LLC | 25 | $10.2K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $11.0K | 0.00% | −16−37.2% | Reduced |
| PayPay Securities Corp | 30 | $12.2K | 1.02% | −2−6.3% | Reduced |
| Solstein Capital, LLC | 30 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 38 | $15.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 40 | $16.3K | 0.01% | +13+48.1% | Added |
| Altshuler Shaham Ltd | 50 | $20.3K | 0.00% | −10−16.7% | Reduced |
| HGK Asset Management Inc | 50 | $20.3K | 0.00% | +50 | New |
| Wetzel Investment Advisors, Inc. | 53 | $22.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 58 | $23.6K | 0.04% | +44+314.3% | Added |
| Wolff Wiese Magana LLC | 58 | $23.6K | 0.02% | +14+31.8% | Added |
| VitalStone Financial, LLC | 65 | $26.4K | 0.02% | +4+6.6% | Added |
| Essex Investment Management Co LLC | 76 | $30.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 77 | $31.3K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 87 | $35.4K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 96 | $39.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 97 | $39.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 100 | $40.7K | 0.03% | −36−26.5% | Reduced |
| Capco Asset Management, LLC | 100 | $40.7K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 100 | $40.7K | 0.03% | +100 | New |
| Kepos Capital LP | 101 | $41.0K | 0.02% | −2−1.9% | Reduced |
| Northwest Bank & Trust Co | 106 | $43.1K | 0.04% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 110 | $44.7K | 0.02% | −23−17.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 111 | $45.2K | 0.04% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 115 | $46.8K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 117 | $47.6K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 118 | $48.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 120 | $48.8K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 123 | $50.0K | 0.01% | +10+8.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 124 | $50.4K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 125 | $50.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 127 | $51.7K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 137 | $55.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 145 | $59.0K | 0.06% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 145 | $59.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 147 | $59.8K | 0.02% | +147 | New |
| Tributary Capital Management, LLC | 149 | $60.6K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 151 | $61.5K | 0.03% | +78+106.8% | Added |
| Custom Portfolio Group LLC | 160 | $65.1K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 162 | $66.0K | 0.00% | +3+1.9% | Added |
| Gables Capital Management Inc. | 175 | $71.2K | 0.04% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 184 | $74.9K | 0.04% | +84+84.0% | Added |
| Christopher J. Hasenberg, Inc | 192 | $78.1K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 192 | $78.1K | 0.05% | +27+16.4% | Added |
| Silicon Valley Community Foundation | 193 | $78.5K | 0.00% | −482−71.4% | Reduced |
| Emfo, LLC | 193 | $78.5K | 0.07% | 00.0% | Unchanged |
| Eukles Asset Management | 194 | $78.9K | 0.03% | +24+14.1% | Added |
| CGC Financial Services, LLC | 200 | $81.4K | 0.04% | 00.0% | Unchanged |
| A.P. Gilfoyle & Co., L.P. | 200 | $81.4K | 3.56% | 00.0% | Unchanged |
| Sycomore Asset Management | 200 | $82.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 206 | $83.8K | 0.06% | −7−3.3% | Reduced |
| Westend Capital Management, LLC | 209 | $84.7K | 0.03% | +17+8.9% | Added |
| True Wealth Design, LLC | 214 | $87.1K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 221 | $89.9K | 0.01% | −48−17.8% | Reduced |
| Richard W. Paul & Associates, LLC | 239 | $97.2K | 0.04% | −6−2.4% | Reduced |
| EntryPoint Capital, LLC | 250 | $101.7K | 0.05% | +193+338.6% | Added |
| Dougherty Wealth Advisers LLC | 254 | $103.3K | 0.09% | 00.0% | Unchanged |
| Standard Family Office LLC | 256 | $104.1K | 0.13% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 274 | $111.5K | 0.11% | +274 | New |
| Silvant Capital Management LLC | 283 | $115.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 284 | $115.5K | 0.06% | −22−7.2% | Reduced |
| West Financial Advisors, LLC | 286 | $116.3K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 291 | $118.4K | 0.64% | −12−4.0% | Reduced |
| Ramirez Asset Management, Inc. | 300 | $122.0K | 0.02% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 312 | $126.9K | 0.11% | +312 | New |
| Ruedi Wealth Management, Inc. | 321 | $130.6K | 0.05% | +34+11.8% | Added |
| Perritt Capital Management Inc | 322 | $131.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 327 | $133.0K | 0.04% | +60+22.5% | Added |
| Quarry LP | 347 | $141.2K | 0.06% | +102+41.6% | Added |
| Laffer Tengler Investments | 358 | $145.6K | 0.03% | +184+105.7% | Added |
| POM Investment Strategies, LLC | 359 | $146.0K | 0.12% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 362 | $147.3K | 0.16% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 362 | $147.3K | 0.11% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 366 | $148.9K | 0.10% | +166+83.0% | Added |
| Red Tortoise LLC | 376 | $153.0K | 0.08% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 377 | $153.4K | 0.02% | +377 | New |
| Cypress Capital Management LLC (WY) | 382 | $155.4K | 0.17% | 00.0% | Unchanged |
| Naples Money Management LLC | 388 | $157.2K | 0.13% | +30+8.4% | Added |
| Gordian Capital Singapore Pte Ltd | 388 | $157.8K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 389 | $158.2K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 394 | $160.0K | 0.14% | +4+1.0% | Added |
| DecisionPoint Financial, LLC | 365 | $160.1K | 0.05% | −6−1.6% | Reduced |
| Robinswood Financial LLC | 397 | $161.5K | 0.07% | +243+157.8% | Added |
| HighMark Wealth Management LLC | 399 | $162.3K | 0.10% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 406 | $165.2K | 0.14% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $165.8K | 0.14% | 00.0% | Unchanged |
| PSI Advisors, LLC | 415 | $168.8K | 0.05% | +98+30.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 419 | $170.4K | 0.03% | −16,758−97.6% | Reduced |
| Mizuho Bank, Ltd. | 430 | $174.9K | 0.04% | +430 | New |
| Chris Bulman Inc | 433 | $176.1K | 0.12% | +433 | New |