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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 1,919 | $780.6K | 0.18% | +324+20.3% | Added |
| Dearborn Partners LLC | 1,924 | $782.7K | 0.03% | +77+4.2% | Added |
| LJI Wealth Management, LLC | 1,926 | $783.7K | 0.17% | +1+0.1% | Added |
| Advantage Trust Co | 1,927 | $783.9K | 0.56% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 1,928 | $784.3K | 0.70% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,930 | $785.1K | 0.33% | +80+4.3% | Added |
| Security Financial Services, INC. | 1,935 | $787.2K | 0.17% | −1,274−39.7% | Reduced |
| Gerber, LLC | 1,936 | $787.6K | 0.62% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,936 | $787.6K | 0.16% | +5+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,941 | $789.6K | 0.29% | −632−24.6% | Reduced |
| Blue Edge Capital, LLC | 1,948 | $792.4K | 0.13% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,950 | $793.3K | 0.16% | −16−0.8% | Reduced |
| Skylands Capital, LLC | 1,950 | $793.3K | 0.11% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $793.3K | 0.91% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,951 | $793.8K | 0.29% | +509+35.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,955 | $795.1K | 0.20% | +1,955 | New |
| Clear Point Advisors Inc. | 1,956 | $795.7K | 0.65% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,956 | $795.7K | 0.34% | +256+15.1% | Added |
| Annapolis Financial Services, LLC | 1,959 | $796.9K | 0.26% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,964 | $799.0K | 0.30% | −12−0.6% | Reduced |
| Holowesko Partners Ltd. | 1,965 | $799.4K | 0.45% | −2,000−50.4% | Reduced |
| True Link Financial Advisors, LLC | 1,966 | $799.8K | 0.07% | −24−1.2% | Reduced |
| Curran Financial Partners, LLC | 1,966 | $799.8K | 0.27% | +116+6.3% | Added |
| William Allan, LLC | 1,974 | $803.0K | 0.54% | +176+9.8% | Added |
| Strategic Advocates LLC | 1,976 | $803.8K | 0.32% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,976 | $803.9K | 0.31% | +535+37.1% | Added |
| Prairie Sky Financial Group LLC | 1,977 | $804.2K | 0.50% | −651−24.8% | Reduced |
| Power Wealth Management LLC | 1,982 | $806.3K | 0.39% | +678+52.0% | Added |
| Vanguard Capital Wealth Advisors | 1,983 | $806.7K | 0.55% | −130−6.2% | Reduced |
| Fox Run Management, L.L.C. | 1,984 | $807.1K | 0.15% | +1,984 | New |
| Rock Point Advisors, LLC | 1,986 | $807.9K | 0.24% | +95+5.0% | Added |
| Van Eck Associates Corp | 1,985 | $808.0K | 0.00% | −494,976−99.6% | Reduced |
| Gentry Private Wealth, LLC | 1,988 | $808.7K | 0.71% | +1,988 | New |
| Covestor Ltd | 1,996 | $812.0K | 0.53% | +794+66.1% | Added |
| ERTS Wealth Advisors, LLC | 1,998 | $812.8K | 0.16% | −10−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 1,998 | $812.8K | 0.15% | +70+3.6% | Added |
| Torno Capital, LLC | 2,000 | $813.6K | 0.09% | −65,000−97.0% | Reduced |
| Envoi LLC | 2,000 | $813.6K | 2.58% | −1,251−38.5% | Reduced |
| Capital Investment Services of America, Inc. | 2,002 | $814.4K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,003 | $814.8K | 0.43% | −201−9.1% | Reduced |
| Gainplan LLC | 2,006 | $816.0K | 0.39% | +1,060+112.1% | Added |
| Jackson Thornton Asset Management, LLC | 2,009 | $817.3K | 0.13% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,012 | $818.5K | 0.25% | +619+44.4% | Added |
| Evoke Wealth, LLC | 2,020 | $821.7K | 1.21% | −16,690−89.2% | Reduced |
| EWG Elevate Inc. | 2,023 | $823.0K | 0.30% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,022 | $823.0K | 0.41% | +393+24.1% | Added |
| IMZ Advisory Inc | 2,028 | $825.0K | 0.41% | −10.0% | Reduced |
| NCM Capital Management, LLC | 2,028 | $825.0K | 0.43% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,028 | $825.2K | 0.20% | +148+7.9% | Added |
| Marsico Capital Management LLC | 2,029 | $825.4K | 0.02% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,030 | $825.8K | 0.50% | −8−0.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,031 | $826.2K | 0.12% | −601−22.8% | Reduced |
| ABLE Financial Group, LLC | 2,032 | $826.6K | 0.30% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,032 | $827.0K | 0.57% | +4+0.2% | Added |
| Spectrum Investment Advisors, Inc. | 2,034 | $827.4K | 0.61% | −203−9.1% | Reduced |
| Bigelow Investment Advisors, LLC | 2,034 | $827.4K | 0.40% | −10−0.5% | Reduced |
| Virtus ETF Advisers LLC | 2,034 | $827.4K | 0.41% | +2,034 | New |
| Maia Wealth LLC | 1,908 | $828.9K | 0.25% | +1,908 | New |
| Ogorek Anthony Joseph | 2,038 | $829.0K | 0.29% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $829.1K | 0.77% | 00.0% | Unchanged |
| Navalign, LLC | 2,044 | $831.5K | 0.26% | +85+4.3% | Added |
| Von Berge Wealth Management Group, LLC | 2,053 | $831.9K | 0.53% | −25−1.2% | Reduced |
| Campion Asset Management LLC | 2,046 | $832.3K | 0.65% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,047 | $832.7K | 0.61% | +5+0.2% | Added |
| CAP Partners, LLC | 2,048 | $833.1K | 0.68% | −22−1.1% | Reduced |
| Milestone Asset Management, LLC | 2,049 | $833.5K | 0.21% | +603+41.7% | Added |
| Anderson Hoagland & Co | 2,035 | $835.4K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,055 | $836.0K | 0.04% | +1,205+141.8% | Added |
| Empirical Asset Management, LLC | 7,204 | $837.9K | 0.32% | −1,035−12.6% | Reduced |
| Greenhouse Wealth Management, LLC | 2,060 | $838.0K | 0.61% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,065 | $840.0K | 0.48% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 2,065 | $840.0K | 1.87% | 00.0% | Unchanged |
| Farmers Trust Co | 2,067 | $840.9K | 0.17% | −64−3.0% | Reduced |
| Sunflower Bank, N.A. | 2,070 | $842.1K | 0.20% | −27−1.3% | Reduced |
| Boyar Asset Management Inc. | 2,071 | $842.5K | 0.58% | +16+0.8% | Added |
| Asset Planning Services Inc | 2,075 | $844.0K | 0.45% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 2,075 | $844.1K | 0.00% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,076 | $844.5K | 0.26% | +108+5.5% | Added |
| Charles Schwab Trust Co | 2,077 | $844.9K | 0.08% | +2,077 | New |
| Maiden Cove Capital, LLC | 2,012 | $845.4K | 1.84% | +2,012 | New |
| Vista Investment Management | 2,079 | $845.7K | 0.34% | −12−0.6% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,080 | $846.1K | 0.36% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 2,050 | $847.0K | 0.56% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,085 | $848.1K | 0.48% | −100−4.6% | Reduced |
| BOS Asset Management, LLC | 2,085 | $848.2K | 0.39% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,085 | $848.2K | 0.12% | +203+10.8% | Added |
| Juncture Wealth Strategies, LLC | 2,087 | $849.0K | 0.36% | −147−6.6% | Reduced |
| MBA Advisors LLC | 2,088 | $849.4K | 0.43% | −97−4.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,088 | $849.4K | 0.24% | −4−0.2% | Reduced |
| Full Sail Capital, LLC | 2,088 | $849.4K | 0.06% | +439+26.6% | Added |
| Argent Capital Management LLC | 2,093 | $851.4K | 0.02% | −736−26.0% | Reduced |
| McGowan Group Asset Management, Inc. | 2,097 | $853.1K | 0.12% | +2+0.1% | Added |
| Wells Trecaso Financial Group, LLC | 2,099 | $853.9K | 0.30% | 00.0% | Unchanged |
| DDFG, Inc | 2,099 | $853.9K | 0.26% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,100 | $854.3K | 0.35% | +2,100 | New |
| Tempus Wealth Planning, LLC | 2,107 | $857.1K | 0.36% | +88+4.4% | Added |
| Gleason Group, Inc. | 2,108 | $857.5K | 0.17% | 00.0% | Unchanged |
| Private Client Services, LLC | 2,108 | $857.5K | 0.54% | +37+1.8% | Added |
| Abel Hall, LLC | 2,109 | $857.9K | 0.61% | +156+8.0% | Added |
| Financial Alternatives, Inc | 2,111 | $858.8K | 0.65% | +275+15.0% | Added |