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 |
|---|---|---|---|---|---|
| Consilio Wealth Advisors, LLC | 2,403 | $977.7K | 0.44% | +33+1.4% | Added |
| Home Federal Bank of Tennessee | 2,404 | $977.9K | 0.30% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 2,404 | $977.9K | 0.29% | +80+3.4% | Added |
| Austin Private Wealth, LLC | 2,409 | $980.0K | 0.11% | +505+26.5% | Added |
| Noesis Capital Mangement Corp | 2,411 | $980.8K | 0.22% | +619+34.5% | Added |
| Phocas Financial Corp. | 2,412 | $981.2K | 0.15% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,424 | $986.1K | 0.21% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,424 | $986.1K | 0.76% | +734+43.4% | Added |
| Mountain Pacific Investment Advisers Inc | 2,425 | $986.5K | 0.07% | −1,552−39.0% | Reduced |
| Hanlon Investment Management, Inc. | 2,425 | $986.5K | 0.29% | +379+18.5% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,423 | $988.5K | 0.95% | +2,423 | New |
| Valtinson Bruner Financial Planning LLC | 2,437 | $991.4K | 0.39% | −314−11.4% | Reduced |
| SC&H Financial Advisors, Inc. | 2,439 | $992.2K | 0.24% | −165−6.3% | Reduced |
| FWL Investment Management, LLC | 2,441 | $993.0K | 0.50% | +165+7.2% | Added |
| Creative Capital Management Investments LLC | 2,444 | $994.2K | 0.48% | +6+0.2% | Added |
| Stableford Capital II LLC | 2,232 | $994.6K | 0.39% | +14+0.6% | Added |
| First Pacific Financial | 2,447 | $995.4K | 0.26% | −17−0.7% | Reduced |
| Cascade Investment Group, Inc. | 2,450 | $996.7K | 0.78% | −801−24.6% | Reduced |
| Washburn Capital Management, Inc. | 2,458 | $999.9K | 0.71% | +160+7.0% | Added |
| Kensington Investment Counsel, LLC | 2,460 | $1.00M | 0.44% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,275 | $1.00M | 0.03% | +690+43.5% | Added |
| Wellington Shields Capital Management, LLC | 2,470 | $1.00M | 0.18% | +75+3.1% | Added |
| Country Trust Bank | 2,472 | $1.01M | 0.03% | +592+31.5% | Added |
| RAM Investment Partners, LLC | 2,473 | $1.01M | 0.29% | +148+6.4% | Added |
| Per Stirling Capital Management, LLC. | 2,473 | $1.01M | 0.16% | −90−3.5% | Reduced |
| Agate Pass Investment Management, LLC | 2,475 | $1.01M | 0.54% | +247+11.1% | Added |
| Old Point Trust & Financial Services N A | 2,483 | $1.01M | 0.39% | −30−1.2% | Reduced |
| Wealth Group Ltd | 2,485 | $1.01M | 0.31% | 00.0% | Unchanged |
| Wealthquest Corp | 2,488 | $1.01M | 0.11% | −657−20.9% | Reduced |
| Private Wealth Management Group, LLC | 2,488 | $1.01M | 0.44% | +14+0.6% | Added |
| Americana Partners, LLC | 2,491 | $1.01M | 0.08% | −108−4.2% | Reduced |
| Hexagon Capital Partners LLC | 2,491 | $1.01M | 0.22% | +59+2.4% | Added |
| Marshall Financial Group LLC | 2,494 | $1.01M | 0.28% | −36−1.4% | Reduced |
| Stamos Capital Partners, L.P. | 2,500 | $1.02M | 0.22% | +1,290+106.6% | Added |
| Centennial Wealth Advisory LLC | 2,502 | $1.02M | 0.44% | −349−12.2% | Reduced |
| Wayfinding Financial, LLC | 2,504 | $1.02M | 0.57% | −56−2.2% | Reduced |
| Act Wealth Management, LLC | 2,504 | $1.02M | 0.50% | +217+9.5% | Added |
| First Financial Bankshares Inc | 2,509 | $1.02M | 0.02% | −6,750−72.9% | Reduced |
| Veracity Capital LLC | 2,509 | $1.02M | 0.43% | −302−10.7% | Reduced |
| Sheets Smith Wealth Management | 2,509 | $1.02M | 0.12% | 00.0% | Unchanged |
| Bruni J V & Co | 2,512 | $1.02M | 0.13% | −63−2.4% | Reduced |
| Horizon Family Wealth, Inc. | 2,519 | $1.02M | 0.78% | 00.0% | Unchanged |
| TLWM | 2,520 | $1.03M | 0.22% | +45+1.8% | Added |
| Maripau Wealth Management LLC | 2,520 | $1.03M | 0.70% | +318+14.4% | Added |
| Strategic Wealth Designers | 2,534 | $1.03M | 0.13% | +2,534 | New |
| Ellenbecker Investment Group | 2,524 | $1.03M | 0.21% | −14−0.6% | Reduced |
| Narus Financial Partners, LLC | 2,527 | $1.03M | 0.41% | +39+1.6% | Added |
| Atom Investors LP | 2,528 | $1.03M | 0.10% | +2,528 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,530 | $1.03M | 0.63% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,535 | $1.03M | 0.80% | +240+10.5% | Added |
| Beacon Capital Management, LLC | 2,537 | $1.03M | 0.19% | +393+18.3% | Added |
| Financial Perspectives, Inc | 2,543 | $1.03M | 0.38% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,546 | $1.04M | 0.55% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,546 | $1.04M | 0.15% | +1,246+95.8% | Added |
| BlueSky Wealth Advisors, LLC | 2,553 | $1.04M | 0.17% | +2,050+407.6% | Added |
| Sawgrass Asset Management LLC | 2,554 | $1.04M | 0.11% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,555 | $1.04M | 0.51% | −75−2.9% | Reduced |
| Cascade Investment Advisors, Inc. | 2,555 | $1.04M | 0.70% | −50−1.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,556 | $1.04M | 0.89% | −375−12.8% | Reduced |
| Financial Network Wealth Advisors LLC | 2,559 | $1.04M | 0.78% | +3+0.1% | Added |
| Treynor Bancshares, Inc. | 2,559 | $1.04M | 1.09% | −5,187−67.0% | Reduced |
| Wagner Wealth Management, LLC | 2,561 | $1.04M | 0.31% | +239+10.3% | Added |
| DT Investment Partners, LLC | 2,563 | $1.04M | 0.09% | +1,045+68.8% | Added |
| Perissos Private Wealth Management, LLC | 2,576 | $1.05M | 0.94% | −10−0.4% | Reduced |
| Triune Financial Partners, LLC | 2,578 | $1.05M | 0.36% | −114−4.2% | Reduced |
| Atwater Malick LLC | 2,580 | $1.05M | 0.36% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 2,581 | $1.05M | 0.47% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 2,592 | $1.05M | 0.60% | +703+37.2% | Added |
| Burton Enright Welch | 2,585 | $1.05M | 0.24% | +35+1.4% | Added |
| ShoreHaven Wealth Partners, LLC | 2,596 | $1.06M | 0.55% | −272−9.5% | Reduced |
| WMG Financial Advisors, LLC | 2,600 | $1.06M | 0.56% | +226+9.5% | Added |
| MN Wealth Advisors, LLC | 2,609 | $1.06M | 0.62% | +57+2.2% | Added |
| Northwest Capital Management Inc | 2,611 | $1.06M | 0.39% | −845−24.5% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,042 | $1.07M | 0.78% | +27+0.9% | Added |
| Seascape Capital Management | 2,621 | $1.07M | 0.40% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 2,624 | $1.07M | 0.12% | +29+1.1% | Added |
| Darden Wealth Group Inc | 2,627 | $1.07M | 0.81% | +132+5.3% | Added |
| Fermata Advisors, LLC | 2,631 | $1.07M | 0.25% | +192+7.9% | Added |
| Rowland & Co Investment Counsel | 2,632 | $1.07M | 0.23% | +240+10.0% | Added |
| McNaughton Wealth Management, LLC | 2,632 | $1.07M | 0.57% | +126+5.0% | Added |
| Financial Management Professionals, Inc. | 2,638 | $1.07M | 0.15% | +20+0.8% | Added |
| Consilium Wealth Advisory, LLC | 2,639 | $1.07M | 0.59% | −303−10.3% | Reduced |
| Rodgers Brothers Inc. | 2,640 | $1.07M | 0.15% | −98−3.6% | Reduced |
| Wealth Forward, LLC | 2,647 | $1.08M | 0.84% | +155+6.2% | Added |
| Maven Securities LTD | 2,647 | $1.08M | 0.17% | +2,647 | New |
| Synergy Financial Management, LLC | 2,649 | $1.08M | 0.17% | +22+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,656 | $1.08M | 0.08% | +132+5.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,657 | $1.08M | 0.14% | +370+16.2% | Added |
| Mountain Capital Investment Advisors, Inc | 2,496 | $1.08M | 0.27% | +336+15.6% | Added |
| Carmel Capital Partners, LLC | 2,675 | $1.09M | 0.46% | 00.0% | Unchanged |
| Dantai Capital Ltd | 2,680 | $1.09M | 1.23% | 00.0% | Unchanged |
| First County Bank | 2,682 | $1.09M | 0.56% | −126−4.5% | Reduced |
| Cassia Capital Partners, LLC | 2,689 | $1.09M | 0.72% | −57−2.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,689 | $1.09M | 0.39% | −108−3.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,693 | $1.10M | 1.57% | +2,035+309.3% | Added |
| Clarkston Capital Partners, LLC | 2,696 | $1.10M | 0.02% | +10+0.4% | Added |
| Laidlaw Wealth Management LLC | 2,700 | $1.10M | 0.60% | −844−23.8% | Reduced |
| Ssi Investment Management LLC | 2,701 | $1.10M | 0.08% | −2−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 2,712 | $1.10M | 0.16% | +29+1.1% | Added |
| Wealth Group, Ltd. | 2,713 | $1.10M | 0.79% | +49+1.8% | Added |