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
- 1,442 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 |
|---|---|---|---|---|---|
| Financial Alternatives, Inc | 2,111 | $858.8K | 0.65% | +275+15.0% | Added |
| Belmont Capital, LLC | 2,115 | $860.4K | 0.16% | −68−3.1% | Reduced |
| Index Fund Advisors, Inc. | 2,116 | $860.8K | 0.05% | +161+8.2% | Added |
| waypoint wealth counsel | 2,118 | $861.5K | 0.66% | +60+2.9% | Added |
| Defined Wealth Management, LLC | 2,122 | $863.2K | 0.60% | +43+2.1% | Added |
| Sunpointe, LLC | 2,122 | $863.2K | 0.56% | +217+11.4% | Added |
| Congress Asset Management Co | 2,125 | $864.5K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 2,016 | $867.2K | 0.48% | +12+0.6% | Added |
| Beacon Financial Advisory LLC | 2,134 | $868.1K | 0.32% | +161+8.2% | Added |
| CoreFirst Bank & Trust | 2,138 | $869.7K | 0.59% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,142 | $871.4K | 0.18% | +7+0.3% | Added |
| Harbor Group, Inc. | 2,146 | $873.0K | 0.22% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 2,149 | $874.2K | 0.11% | −293−12.0% | Reduced |
| SimpliFi, Inc. | 2,150 | $874.6K | 0.40% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,152 | $875.0K | 0.32% | +111+5.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,460 | $877.4K | 0.18% | −80−3.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,158 | $877.9K | 0.27% | +2,158 | New |
| Red Lighthouse Investment Management, LLC | 2,160 | $878.7K | 0.37% | +8+0.4% | Added |
| Capital Advisors, Ltd. LLC | 2,165 | $881.0K | 0.11% | +78+3.7% | Added |
| First International Bank & Trust | 2,166 | $881.1K | 0.30% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,175 | $884.8K | 0.18% | −425−16.3% | Reduced |
| Sage Investment Advisers LLC | 2,177 | $885.6K | 1.00% | −7−0.3% | Reduced |
| apricus wealth, LLC | 2,181 | $887.2K | 0.63% | −50−2.2% | Reduced |
| TNF LLC | 2,051 | $887.7K | 0.33% | +2,051 | New |
| Monograph Wealth Advisors, LLC | 2,186 | $889.3K | 0.13% | −250−10.3% | Reduced |
| Emerald Advisors, LLC | 2,186 | $889.3K | 0.14% | +250+12.9% | Added |
| Horan Securities, Inc. | 2,187 | $889.6K | 0.38% | +100+4.8% | Added |
| Cedar Point Capital Partners, LLC | 2,188 | $890.1K | 0.67% | +38+1.8% | Added |
| Taylor Hoffman Wealth Management | 2,198 | $890.6K | 0.36% | +337+18.1% | Added |
| Charter Oak Capital Management, LLC | 2,192 | $891.8K | 0.09% | −1,778−44.8% | Reduced |
| Selective Wealth Management, Inc. | 2,179 | $894.5K | 0.39% | +791+57.0% | Added |
| Iron Financial, LLC | 2,200 | $895.0K | 0.50% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,210 | $899.0K | 0.59% | −86−3.7% | Reduced |
| Concentric Wealth Management, LLC | 2,212 | $899.8K | 0.23% | −10−0.5% | Reduced |
| Heck Capital Advisors, LLC | 2,214 | $900.7K | 0.11% | −9−0.4% | Reduced |
| Austin Wealth Management, LLC | 2,159 | $904.1K | 0.21% | +14+0.7% | Added |
| West Branch Capital LLC | 2,224 | $904.7K | 0.34% | +616+38.3% | Added |
| Knightsbridge Asset Management, LLC | 2,225 | $905.1K | 0.22% | −148−6.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,228 | $906.4K | 0.15% | −318−12.5% | Reduced |
| Lebenthal Global Advisors, LLC | 2,235 | $909.2K | 0.20% | −86−3.7% | Reduced |
| Redmont Wealth Advisors LLC | 2,238 | $910.4K | 1.43% | −397−15.1% | Reduced |
| Woodward Diversified Capital, LLC | 2,241 | $911.6K | 0.53% | +7+0.3% | Added |
| Acorn Financial Advisory Services Inc | 2,244 | $912.9K | 0.17% | −147−6.1% | Reduced |
| Acorns Advisers, LLC | 2,249 | $915.0K | 0.01% | +622+38.2% | Added |
| American Assets Investment Management, LLC | 2,250 | $915.3K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,252 | $916.1K | 0.24% | −167−6.9% | Reduced |
| Unique Wealth, LLC | 2,259 | $919.0K | 0.24% | +406+21.9% | Added |
| Long Run Wealth Advisors, LLC | 2,260 | $919.4K | 0.23% | −90−3.8% | Reduced |
| Renaissance Group LLC | 2,261 | $919.8K | 0.04% | +7+0.3% | Added |
| 626 Financial, LLC | 2,264 | $921.0K | 0.53% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,269 | $923.0K | 0.16% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,276 | $925.9K | 0.16% | −12−0.5% | Reduced |
| Total Investment Management Inc | 2,284 | $929.1K | 0.12% | −128−5.3% | Reduced |
| Richard P Slaughter Associates Inc | 2,285 | $929.5K | 0.22% | −132−5.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,285 | $929.5K | 0.32% | +571+33.3% | Added |
| Prosperity Financial Group, Inc. | 2,285 | $929.5K | 0.59% | +577+33.8% | Added |
| Sequent Planning LLC | 2,297 | $930.7K | 0.32% | +308+15.5% | Added |
| Visionary Horizons, LLC | 2,291 | $932.0K | 0.68% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,296 | $934.0K | 0.38% | −32−1.4% | Reduced |
| MGO Private Wealth, LLC | 2,296 | $934.0K | 0.59% | −30−1.3% | Reduced |
| Sage Rhino Capital LLC | 2,303 | $936.9K | 0.22% | +68+3.0% | Added |
| Warther Private Wealth, LLC | 2,306 | $938.1K | 0.37% | −235−9.2% | Reduced |
| Clear Creek Financial Management, LLC | 2,308 | $938.9K | 0.11% | +33+1.5% | Added |
| 360 Financial, Inc. | 2,314 | $941.3K | 0.36% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,316 | $942.0K | 0.29% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,316 | $942.1K | 0.29% | +123+5.6% | Added |
| River & Mercantile Asset Management LLP | 2,317 | $943.0K | 0.26% | −36−1.5% | Reduced |
| LWMG, LLC | 2,320 | $943.6K | 0.20% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 2,321 | $944.0K | 0.15% | +2,321 | New |
| Safeguard Financial, LLC | 2,322 | $944.6K | 0.26% | +96+4.3% | Added |
| CMH Wealth Management LLC | 2,322 | $944.6K | 0.23% | +2,322 | New |
| Abundance Wealth Counselors | 2,324 | $945.0K | 0.43% | +2,324 | New |
| Spotlight Asset Group, Inc. | 2,329 | $947.4K | 0.66% | +12+0.5% | Added |
| TPG Advisors LLC | 2,329 | $947.4K | 0.81% | +2,329 | New |
| Activest Wealth Management | 2,330 | $947.8K | 0.31% | −944−28.8% | Reduced |
| Schoolcraft Capital LLC | 2,331 | $948.3K | 0.20% | +174+8.1% | Added |
| Essex LLC | 2,333 | $949.1K | 0.21% | −102−4.2% | Reduced |
| Planning Alternatives Ltd | 2,338 | $951.1K | 0.15% | +725+44.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,339 | $951.5K | 0.08% | −300−11.4% | Reduced |
| Broadleaf Partners, LLC | 2,339 | $951.5K | 0.23% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,193 | $951.8K | 0.56% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,340 | $951.9K | 0.61% | −150−6.0% | Reduced |
| Legacy Capital Group California, Inc. | 2,340 | $952.0K | 0.34% | +180+8.3% | Added |
| PAX Financial Group, LLC | 2,342 | $952.7K | 0.19% | −77−3.2% | Reduced |
| Phillips Financial Management, LLC | 2,345 | $953.9K | 0.08% | +136+6.2% | Added |
| Werba Rubin Papier Wealth Management | 2,346 | $954.4K | 0.26% | +124+5.6% | Added |
| Canopy Partners, LLC | 2,348 | $955.3K | 0.44% | +11+0.5% | Added |
| Willis Johnson & Associates, Inc. | 2,352 | $956.9K | 0.08% | −418−15.1% | Reduced |
| Marquette Asset Management, LLC | 2,353 | $957.2K | 0.16% | −100−4.1% | Reduced |
| Wealthstream Advisors, Inc. | 2,356 | $958.4K | 0.35% | +59+2.6% | Added |
| Greenspring Advisors, LLC | 2,359 | $959.6K | 0.23% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,362 | $960.9K | 0.29% | −15−0.6% | Reduced |
| Boltwood Capital Management | 2,365 | $962.1K | 0.30% | −84−3.4% | Reduced |
| Eclectic Associates Inc | 2,372 | $964.9K | 0.43% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,377 | $967.0K | 0.03% | −15−0.6% | Reduced |
| Signet Financial Management, LLC | 2,386 | $970.6K | 0.13% | −273−10.3% | Reduced |
| Chapman Investment Management, LLC | 2,391 | $972.7K | 0.74% | −5−0.2% | Reduced |
| Concorde Asset Management, LLC | 2,391 | $972.7K | 0.60% | +116+5.1% | Added |
| Element Wealth, LLC | 2,401 | $976.7K | 0.55% | +16+0.7% | Added |
| BCS Wealth Management | 2,401 | $977.0K | 0.48% | 00.0% | Unchanged |