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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| CNB Bank | 2,716 | $1.10M | 0.53% | +1,922+242.1% | Added |
| Fortune 45 LLC | 2,717 | $1.11M | 0.84% | +6+0.2% | Added |
| River Street Advisors LLC | 2,718 | $1.11M | 0.69% | +240+9.7% | Added |
| Creekmur Asset Management LLC | 2,733 | $1.11M | 0.29% | +80+3.0% | Added |
| Legend Financial Advisors, Inc. | 2,736 | $1.11M | 0.79% | +33+1.2% | Added |
| Family Firm, Inc. | 41,824 | $1.11M | 0.25% | +39,215+1,503.1% | Added |
| Missouri Trust & Investment Co | 2,741 | $1.12M | 0.42% | +135+5.2% | Added |
| CMC Financial Group | 2,743 | $1.12M | 1.86% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 2,746 | $1.12M | 0.28% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,749 | $1.12M | 0.30% | +50+1.9% | Added |
| High Net Worth Advisory Group LLC | 2,752 | $1.12M | 0.34% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,757 | $1.12M | 0.48% | +278+11.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,758 | $1.12M | 0.80% | −905−24.7% | Reduced |
| New Century Financial Group, LLC | 2,760 | $1.12M | 0.48% | −1,304−32.1% | Reduced |
| Oliver Luxxe Assets LLC | 2,765 | $1.12M | 0.24% | +95+3.6% | Added |
| Wolff Financial Management LLC | 2,766 | $1.13M | 0.83% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,767 | $1.13M | 0.63% | +1,828+194.7% | Added |
| Denver Wealth Management, Inc. | 2,768 | $1.13M | 0.56% | +66+2.4% | Added |
| Fulcrum Capital LLC | 2,770 | $1.13M | 0.26% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,774 | $1.13M | 0.13% | +25+0.9% | Added |
| Davis Capital Management | 2,791 | $1.13M | 0.98% | −30−1.1% | Reduced |
| Sunesis Advisors, LLC | 2,790 | $1.13M | 0.67% | −84−2.9% | Reduced |
| Prudent Man Advisors, LLC | 2,718 | $1.14M | 0.40% | +104+4.0% | Added |
| Rice Hall James & Associates, LLC | 2,800 | $1.14M | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,806 | $1.14M | 0.64% | +89+3.3% | Added |
| Catalyst Private Wealth, LLC | 2,807 | $1.14M | 0.60% | −40−1.4% | Reduced |
| CBOE Vest Financial, LLC | 2,812 | $1.14M | 0.03% | −80−2.8% | Reduced |
| Cairn Investment Group, Inc. | 2,828 | $1.15M | 0.67% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,827 | $1.15M | 0.59% | +22+0.8% | Added |
| Hill Investment Group Partners, LLC | 2,651 | $1.15M | 0.15% | +72+2.8% | Added |
| Oakwell Private Wealth Management, LLC | 2,829 | $1.15M | 0.32% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,831 | $1.15M | 0.15% | +201+7.6% | Added |
| Flynn Zito Capital Management, LLC | 2,839 | $1.15M | 0.59% | +24+0.9% | Added |
| Sprinkle Financial Consultants LLC | 2,840 | $1.16M | 0.91% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,845 | $1.16M | 0.90% | −50−1.7% | Reduced |
| Marco Investment Management LLC | 2,846 | $1.16M | 0.11% | −1,026−26.5% | Reduced |
| First National Bank | 2,846 | $1.16M | 0.86% | −13−0.5% | Reduced |
| Courage Miller Partners, LLC | 2,850 | $1.16M | 0.42% | −30−1.0% | Reduced |
| Patron Partners Advisors, LLC | 2,853 | $1.16M | 0.68% | −41−1.4% | Reduced |
| CCG Wealth Management, LLC | 2,856 | $1.16M | 0.66% | +557+24.2% | Added |
| Sollinda Capital Management LLC | 2,856 | $1.16M | 0.35% | +1,768+162.5% | Added |
| MBM Wealth Consultants, LLC | 2,832 | $1.16M | 0.40% | +254+9.9% | Added |
| BluePath Capital Management, LLC | 2,860 | $1.16M | 0.83% | +435+17.9% | Added |
| Jacobsen Capital Management | 2,862 | $1.16M | 0.52% | +169+6.3% | Added |
| Benchmark Wealth Management, LLC | 2,864 | $1.17M | 0.62% | −175−5.8% | Reduced |
| Gibbs Wealth Management | 2,871 | $1.17M | 0.47% | +735+34.4% | Added |
| Harvest Fund Management Co., Ltd | 2,870 | $1.17M | 0.08% | +339+13.4% | Added |
| McLean Asset Management Corp | 2,827 | $1.17M | 0.38% | +84+3.1% | Added |
| Arkansas Financial Group, Inc. | 2,884 | $1.17M | 0.21% | +300+11.6% | Added |
| Sovereign Financial Group, Inc. | 2,885 | $1.17M | 0.29% | −592−17.0% | Reduced |
| Pacific Sage Partners, LLC | 2,887 | $1.17M | 0.29% | +38+1.3% | Added |
| Bank of Nova Scotia Trust Co | 2,889 | $1.18M | 0.13% | −107−3.6% | Reduced |
| Harbour Capital Advisors, LLC | 2,906 | $1.18M | 0.28% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,897 | $1.18M | 0.21% | −211−6.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,900 | $1.18M | 0.59% | −76−2.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,907 | $1.18M | 0.59% | 00.0% | Unchanged |
| Strid Group, LLC | 2,908 | $1.18M | 0.20% | +85+3.0% | Added |
| Stablepoint Partners, LLC | 2,700 | $1.18M | 0.23% | −62−2.2% | Reduced |
| Syverson Strege & Co | 2,918 | $1.19M | 0.40% | +33+1.1% | Added |
| BayBridge Capital Group, LLC | 2,935 | $1.19M | 0.93% | +56+1.9% | Added |
| Biechele Royce Advisors | 2,936 | $1.19M | 0.40% | −35−1.2% | Reduced |
| Charter Research & Investment Group, Inc. | 2,944 | $1.20M | 0.94% | −10−0.3% | Reduced |
| Paragon Capital Management LLC | 2,944 | $1.20M | 0.65% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 2,947 | $1.20M | 0.06% | −10−0.3% | Reduced |
| Farley Capital L.P. | 2,949 | $1.20M | 1.07% | −17−0.6% | Reduced |
| DeDora Capital, Inc. | 2,949 | $1.20M | 0.37% | +11+0.4% | Added |
| Keeley-Teton Advisors, LLC | 2,950 | $1.20M | 0.15% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,725 | $1.20M | 0.47% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,959 | $1.20M | 0.78% | +10.0% | Added |
| Rollins Financial Advisors, LLC | 2,959 | $1.20M | 0.21% | +122+4.3% | Added |
| Stonebrook Private Inc. | 2,960 | $1.20M | 0.35% | +189+6.8% | Added |
| Smith Thornton Advisors LLC | 2,962 | $1.20M | 0.89% | +2,962 | New |
| All Terrain Financial Advisors, LLC | 2,967 | $1.21M | 0.51% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,976 | $1.21M | 0.12% | −935−23.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,980 | $1.21M | 0.67% | −25−0.8% | Reduced |
| Great Diamond Partners, LLC | 2,983 | $1.21M | 0.29% | −133−4.3% | Reduced |
| Round Rock Advisors, LLC | 2,987 | $1.22M | 0.30% | −64−2.1% | Reduced |
| Hemenway Trust Co LLC | 2,992 | $1.22M | 0.10% | −270−8.3% | Reduced |
| First Bank & Trust | 2,993 | $1.22M | 0.25% | −66−2.2% | Reduced |
| Pasadena Private Wealth, LLC | 2,994 | $1.22M | 0.28% | +92+3.2% | Added |
| Greatmark Investment Partners, Inc. | 2,997 | $1.22M | 0.18% | −20−0.7% | Reduced |
| Amarillo National Bank | 2,999 | $1.22M | 0.23% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,000 | $1.22M | 0.07% | −124−4.0% | Reduced |
| Capital Management Associates | 3,000 | $1.22M | 1.45% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $1.22M | 0.05% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 3,002 | $1.22M | 0.69% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 3,006 | $1.22M | 0.54% | −5−0.2% | Reduced |
| Diversified Portfolios, Inc. | 3,009 | $1.22M | 0.16% | +1,535+104.1% | Added |
| AllSquare Wealth Management LLC | 3,010 | $1.22M | 0.73% | −35−1.1% | Reduced |
| Hall Laurie J Trustee | 3,018 | $1.23M | 0.43% | −10−0.3% | Reduced |
| Allied Investment Advisors, LLC | 3,023 | $1.23M | 0.29% | 00.0% | Unchanged |
| Landmark Wealth Management, Inc. | 3,024 | $1.23M | 0.68% | 00.0% | Unchanged |
| HT Partners LLC | 3,033 | $1.23M | 0.44% | −9−0.3% | Reduced |
| Wealthgarden F.S. LLC | 3,034 | $1.23M | 1.30% | +3,034 | New |
| Retirement Investment Advisors, Inc. | 3,045 | $1.24M | 0.15% | +3,045 | New |
| Heritage Financial Services, LLC | 3,057 | $1.24M | 0.18% | −133−4.2% | Reduced |
| Convergence Financial, LLC | 3,058 | $1.24M | 0.33% | +1,829+148.8% | Added |
| TMD Wealth Management, LLC | 3,073 | $1.25M | 0.27% | −260−7.8% | Reduced |
| IAM Advisory, LLC | 3,073 | $1.25M | 0.34% | +69+2.3% | Added |
| Cornerstone National Bank & Trust Co | 3,078 | $1.25M | 0.61% | +144+4.9% | Added |