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
- 4,033
- +90 vs. Q1 2024
- Shares held
- 859.9M
- +6.85M (+0.8%) vs. Q1 2024
- Total value
- $349.6B
- −$6.24B (−1.8%) vs. Q1 2024
- New holders
- 190
- 1,734 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 | 4,888 | $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, 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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 1,706 | $694.1K | 0.55% | +176+11.5% | Added |
| Transcendent Capital Group LLC | 1,708 | $694.8K | 0.40% | −566−24.9% | Reduced |
| Cherrydale Wealth Management, LLC | 1,708 | $694.8K | 0.30% | +216+14.5% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $695.2K | 0.43% | 00.0% | Unchanged |
| FMB Wealth Management | 1,712 | $696.4K | 0.53% | −15−0.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,713 | $696.8K | 0.09% | +23+1.4% | Added |
| Forza Wealth Management, LLC | 1,714 | $697.3K | 0.36% | +25+1.5% | Added |
| Members Wealth LLC | 1,463 | $698.6K | 0.47% | +1,463 | New |
| Great Waters Wealth Management | 1,720 | $699.6K | 0.11% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,721 | $700.1K | 0.35% | +4+0.2% | Added |
| Boothbay Fund Management, LLC | 1,722 | $700.5K | 0.02% | −2,323−57.4% | Reduced |
| TCM Advisors, LLC | – | $700.5K | 0.61% | – | – |
| Exchange Bank | 1,725 | $701.7K | 0.60% | −50−2.8% | Reduced |
| BlueChip Wealth Advisors LLC | 1,730 | $703.8K | 0.41% | −23−1.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,732 | $704.6K | 0.62% | +103+6.3% | Added |
| Archetype Wealth Partners | 1,738 | $707.0K | 0.11% | −1,294−42.7% | Reduced |
| Unionview, LLC | 1,746 | $710.3K | 0.58% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,752 | $713.0K | 0.68% | +1,752 | New |
| Kolinsky Wealth Management, LLC | 1,754 | $713.5K | 0.51% | +143+8.9% | Added |
| Duncker Streett & Co Inc | 1,757 | $714.7K | 0.14% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,652 | $717.7K | 0.83% | −34−2.0% | Reduced |
| Olistico Wealth, LLC | 1,765 | $718.0K | 0.46% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,767 | $718.8K | 0.16% | +73+4.3% | Added |
| Trillium Asset Management, LLC | 1,770 | $720.0K | 0.02% | −281−13.7% | Reduced |
| IAG Wealth Partners, LLC | 1,770 | $720.0K | 0.14% | −200−10.2% | Reduced |
| Motive Wealth Advisors | 1,773 | $721.3K | 0.43% | +1+0.1% | Added |
| Gateway Wealth Partners, LLC | 1,773 | $721.3K | 0.22% | +202+12.9% | Added |
| Sym Financial Corp | 1,778 | $723.3K | 0.12% | +569+47.1% | Added |
| PFC Capital Group, Inc. | 1,780 | $724.0K | 0.36% | 00.0% | Unchanged |
| Selway Asset Management | 1,780 | $724.1K | 0.30% | −505−22.1% | Reduced |
| Clay Northam Wealth Management, LLC | 1,780 | $724.1K | 0.55% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 1,784 | $725.7K | 0.38% | +60+3.5% | Added |
| HBC Financial Services, PLLC | 1,658 | $726.0K | 0.46% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,785 | $726.1K | 0.09% | +91+5.4% | Added |
| McMahon Financial Advisors, LLC | 1,787 | $727.0K | 0.16% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,791 | $728.6K | 0.71% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,792 | $729.0K | 0.52% | +205+12.9% | Added |
| Ewa, LLC | 1,681 | $729.6K | 0.30% | +163+10.7% | Added |
| Sendero Wealth Management, LLC | 1,795 | $730.2K | 0.12% | +45+2.6% | Added |
| John G Ullman & Associates Inc | 1,799 | $731.8K | 0.11% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,800 | $732.2K | 0.26% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,800 | $732.2K | 0.26% | +61+3.5% | Added |
| Hoxton Planning & Management, LLC | 1,801 | $732.6K | 0.34% | +65+3.7% | Added |
| Revisor Wealth Management LLC | 1,805 | $734.3K | 0.51% | −2,010−52.7% | Reduced |
| Cedrus LLC | 1,807 | $735.1K | 0.37% | +87+5.1% | Added |
| Rosenberg Matthew Hamilton | 1,816 | $735.8K | 0.22% | +69+3.9% | Added |
| Riverview Trust Co | 1,811 | $736.7K | 0.70% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,813 | $737.5K | 0.65% | +1,813 | New |
| Winslow Asset Management Inc | 1,814 | $738.0K | 0.15% | −80−4.2% | Reduced |
| White Pine Capital LLC | 1,816 | $738.7K | 0.28% | +5+0.3% | Added |
| Baker Boyer National Bank | 1,817 | $739.2K | 0.26% | −358−16.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,818 | $739.6K | 0.17% | +718+65.3% | Added |
| Keb Asset Management, LLC | 1,820 | $740.4K | 0.25% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,820 | $740.4K | 0.21% | +855+88.6% | Added |
| Permit Capital, LLC | 1,825 | $742.4K | 0.28% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,825 | $742.4K | 0.04% | +320+21.3% | Added |
| Cookson Peirce & Co Inc | 1,826 | $742.8K | 0.04% | +1,826 | New |
| Nebula Research & Development LLC | 1,828 | $743.6K | 0.12% | +1,828 | New |
| Verus Financial Partners, Inc. | 1,832 | $745.3K | 0.09% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,837 | $747.0K | 0.65% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,838 | $747.7K | 0.29% | +173+10.4% | Added |
| Oak Asset Management, LLC | 1,840 | $748.5K | 0.27% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $748.5K | 0.50% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,840 | $748.5K | 0.43% | 00.0% | Unchanged |
| Insight Folios Inc | 1,840 | $748.5K | 0.31% | +27+1.5% | Added |
| Fortem Financial Group, LLC | 1,840 | $748.5K | 0.32% | +258+16.3% | Added |
| Meritas Wealth Management, LLC | 1,841 | $748.9K | 0.53% | 00.0% | Unchanged |
| Landaas & Co | 1,840 | $749.0K | 0.23% | +18+1.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,843 | $749.7K | 0.62% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,843 | $749.7K | 0.35% | +162+9.6% | Added |
| LifePlan Financial, LLC | 1,850 | $752.6K | 0.69% | −60−3.1% | Reduced |
| Clayton Financial Group LLC | 1,793 | $754.0K | 0.33% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,857 | $755.4K | 0.18% | +77+4.3% | Added |
| Capital Square, LLC | 1,733 | $755.6K | 0.49% | +1+0.1% | Added |
| WestHill Financial Advisors, Inc. | 1,863 | $757.9K | 0.18% | −15−0.8% | Reduced |
| New World Advisors LLC | 1,865 | $758.7K | 0.21% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,123 | $759.1K | 0.32% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,870 | $760.7K | 0.06% | −541−22.4% | Reduced |
| Paragon Financial Partners, Inc. | 1,870 | $760.7K | 0.59% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $760.7K | 0.21% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,871 | $761.1K | 0.14% | −275−12.8% | Reduced |
| Lam Group, Inc. | 1,873 | $761.9K | 0.64% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,875 | $762.8K | 0.57% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,880 | $764.8K | 0.12% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 1,882 | $765.6K | 0.62% | 00.0% | Unchanged |
| Goodman Financial Corp | 1,883 | $766.0K | 0.17% | +631+50.4% | Added |
| Cohen Capital Management, Inc. | 1,885 | $766.8K | 0.13% | +149+8.6% | Added |
| Matrix Private Capital Group LLC | 1,889 | $768.6K | 0.48% | +135+7.7% | Added |
| Gordian Advisors LLC | 1,890 | $768.9K | 0.74% | 00.0% | Unchanged |
| GDS Wealth Management | 1,890 | $768.9K | 0.08% | +158+9.1% | Added |
| Wealth Dimensions Group, Ltd. | 1,895 | $770.9K | 0.22% | −141−6.9% | Reduced |
| Cedar Mountain Advisors, LLC | 1,899 | $772.5K | 0.19% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,899 | $772.5K | 0.31% | +5+0.3% | Added |
| TradeLink Capital LLC | 1,900 | $773.0K | 2.23% | +1,900 | New |
| Wealthcare Capital Management LLC | 1,902 | $773.7K | 0.08% | +1,240+187.3% | Added |
| Curated Wealth Partners LLC | 1,904 | $774.5K | 0.11% | +1,904 | New |
| Goldstone Financial Group, LLC | 1,907 | $775.8K | 0.16% | +163+9.3% | Added |
| Choice Wealth Advisors, LLC | 1,912 | $777.8K | 0.41% | −40−2.0% | Reduced |
| State of Wyoming | 1,913 | $778.2K | 0.13% | −1,976−50.8% | Reduced |
| Planned Solutions, Inc. | 1,915 | $779.0K | 0.38% | 00.0% | Unchanged |