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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 3,078 | $1.25M | 0.21% | +32+1.1% | Added |
| First United Bank Trust | 3,079 | $1.25M | 0.47% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,080 | $1.25M | 0.67% | −50−1.6% | Reduced |
| Michael B. Yongue | 3,087 | $1.26M | 1.08% | +174+6.0% | Added |
| Traveka Wealth, LLC | 3,088 | $1.26M | 0.61% | +103+3.5% | Added |
| Oxbow Advisors, LLC | 3,089 | $1.26M | 0.15% | +44+1.4% | Added |
| Hoey Investments, Inc | 3,096 | $1.26M | 0.24% | +158+5.4% | Added |
| Connable Office Inc | 3,100 | $1.26M | 0.14% | +750+31.9% | Added |
| Halpern Financial, Inc. | 3,101 | $1.26M | 0.35% | +37+1.2% | Added |
| Prairie Wealth Advisors, Inc. | 3,103 | $1.26M | 0.64% | −576−15.7% | Reduced |
| MTM Investment Management, LLC | 3,103 | $1.26M | 0.52% | +247+8.6% | Added |
| Ellevest, Inc. | 3,117 | $1.27M | 0.08% | −166−5.1% | Reduced |
| Eagle Bay Advisors LLC | 3,121 | $1.27M | 0.77% | −284−8.3% | Reduced |
| Lakeridge Wealth Management LLC | 3,122 | $1.27M | 0.76% | −169−5.1% | Reduced |
| Oak Harvest Investment Services | 3,123 | $1.27M | 0.20% | −237−7.1% | Reduced |
| Campbell Capital Management Inc | 3,133 | $1.27M | 0.55% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 3,135 | $1.28M | 0.60% | −40−1.3% | Reduced |
| Vima LLC | 3,138 | $1.28M | 2.82% | +73+2.4% | Added |
| Capital Management Associates, Inc | 3,145 | $1.28M | 0.77% | −110−3.4% | Reduced |
| Trigran Investments, Inc. | 3,150 | $1.28M | 0.13% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 3,022 | $1.28M | 0.24% | +9+0.3% | Added |
| Eastern Bank | 3,154 | $1.28M | 0.05% | 00.0% | Unchanged |
| Dempze Nancy E | 3,156 | $1.28M | 0.88% | +1,355+75.2% | Added |
| Grove Bank & Trust | 3,168 | $1.29M | 0.21% | −100−3.1% | Reduced |
| Pennsylvania Capital Management Inc | 3,176 | $1.29M | 0.50% | −50−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 3,187 | $1.29M | 0.46% | +370+13.1% | Added |
| tru Independence LLC | 3,178 | $1.29M | 0.39% | −46−1.4% | Reduced |
| Indiana Trust & Investment Management CO | 3,178 | $1.29M | 0.47% | +207+7.0% | Added |
| Van Strum & Towne Inc. | 3,181 | $1.29M | 0.47% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,182 | $1.29M | 0.20% | +344+12.1% | Added |
| Westside Investment Management, Inc. | 3,183 | $1.29M | 0.30% | +22+0.7% | Added |
| Signature Wealth Management Partners, LLC | 3,186 | $1.30M | 0.99% | +102+3.3% | Added |
| One Wealth Advisors, LLC | 3,005 | $1.30M | 0.28% | −394−11.6% | Reduced |
| Wellspring Financial Advisors, LLC | 3,190 | $1.30M | 0.18% | +65+2.1% | Added |
| StrongBox Wealth, LLC | 3,192 | $1.30M | 0.61% | −375−10.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,199 | $1.30M | 0.25% | +288+9.9% | Added |
| Denali Advisors LLC | 3,200 | $1.30M | 0.36% | +300+10.3% | Added |
| Bridgewealth Advisory Group, LLC | 3,205 | $1.30M | 0.58% | +193+6.4% | Added |
| American Planning Services, Inc. | 3,221 | $1.31M | 0.92% | −106−3.2% | Reduced |
| Athena Investment Management | 3,221 | $1.31M | 0.79% | −60−1.8% | Reduced |
| Shepherd Financial Partners LLC | 3,230 | $1.31M | 0.17% | 00.0% | Unchanged |
| Farmers National Bank | 3,233 | $1.32M | 0.40% | −38−1.2% | Reduced |
| Etfidea, LLC | 3,233 | $1.32M | 0.44% | 00.0% | Unchanged |
| Smart Money Group LLC | 3,001 | $1.32M | 0.47% | +125+4.3% | Added |
| Granite Harbor Advisors, Inc. | 3,241 | $1.32M | 0.84% | +112+3.6% | Added |
| McKinley Carter Wealth Services, Inc. | 3,247 | $1.32M | 0.08% | −76−2.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,249 | $1.32M | 0.80% | −3−0.1% | Reduced |
| Corundum Group, Inc. | 3,250 | $1.32M | 0.52% | +1,712+111.3% | Added |
| RFP Financial Group LLC | 3,260 | $1.33M | 0.49% | −12−0.4% | Reduced |
| Florida Financial Advisors, LLC | 3,262 | $1.33M | 0.80% | +499+18.1% | Added |
| Inspirion Wealth Advisors, LLC | 3,266 | $1.33M | 0.20% | +40+1.2% | Added |
| Elevate Wealth Advisory, Inc | 3,271 | $1.33M | 1.08% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 3,272 | $1.33M | 0.99% | +69+2.2% | Added |
| Horst & Graben Wealth Management LLC | 3,274 | $1.33M | 0.25% | +114+3.6% | Added |
| South Street Advisors LLC | 3,277 | $1.33M | 0.20% | −60−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 3,279 | $1.33M | 0.37% | −282−7.9% | Reduced |
| Blue Chip Partners, Inc. | 3,281 | $1.33M | 0.12% | −6−0.2% | Reduced |
| First Community Trust NA | 3,285 | $1.34M | 1.14% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,286 | $1.34M | 0.39% | −71−2.1% | Reduced |
| MPS Loria Financial Planners, LLC | 3,307 | $1.35M | 0.43% | +124+3.9% | Added |
| Alliance Wealth Advisors, LLC | 3,309 | $1.35M | 0.40% | +57+1.8% | Added |
| Options Solutions, LLC | 3,309 | $1.35M | 0.81% | −228−6.4% | Reduced |
| Watershed Private Wealth LLC | 3,315 | $1.35M | 0.57% | −30−0.9% | Reduced |
| Madison Wealth Partners, Inc | 3,317 | $1.35M | 0.46% | +194+6.2% | Added |
| Capital Market Strategies LLC | 3,318 | $1.35M | 0.85% | +33+1.0% | Added |
| Fairscale Capital, LLC | 3,079 | $1.35M | 1.20% | +3,079 | New |
| Steigerwald, Gordon & Koch Inc. | 3,323 | $1.35M | 0.16% | −32−1.0% | Reduced |
| Helen Stephens Group, LLC | 3,329 | $1.35M | 0.47% | −12−0.4% | Reduced |
| Kowal Investment Group, LLC | 3,329 | $1.35M | 0.27% | +16+0.5% | Added |
| American Trust | 3,330 | $1.35M | 0.11% | +279+9.1% | Added |
| LifeSteps Financial, Inc. | 3,340 | $1.36M | 1.12% | −32−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,340 | $1.36M | 0.93% | +585+21.2% | Added |
| Westpac Banking Corp | 3,344 | $1.36M | 0.11% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 3,356 | $1.37M | 0.72% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 3,356 | $1.37M | 0.66% | −725−17.8% | Reduced |
| United Bank | 3,363 | $1.37M | 0.17% | +1,551+85.6% | Added |
| California First Leasing Corp | 3,364 | $1.37M | 0.61% | 00.0% | Unchanged |
| Fairway Wealth LLC | 3,367 | $1.37M | 0.81% | +127+3.9% | Added |
| Clarus Group, Inc. | 3,375 | $1.37M | 0.61% | −48−1.4% | Reduced |
| Sachetta, LLC | 3,119 | $1.38M | 0.60% | −230−6.9% | Reduced |
| Sageworth Trust Co | 3,389 | $1.38M | 0.09% | +1,516+80.9% | Added |
| Essential Planning, LLC. | 3,391 | $1.38M | 0.61% | −103−2.9% | Reduced |
| Investment Advisory Group, LLC | 3,393 | $1.38M | 0.53% | +79+2.4% | Added |
| Access Financial Services, Inc. | 3,406 | $1.39M | 0.63% | −17−0.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,407 | $1.39M | 0.41% | +222+7.0% | Added |
| White Lighthouse Investment Management Inc. | 3,410 | $1.39M | 0.27% | +348+11.4% | Added |
| Red Wave Investments LLC | 3,413 | $1.39M | 0.51% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,414 | $1.39M | 0.42% | +38+1.1% | Added |
| Barden Capital Management, Inc. | 3,414 | $1.39M | 1.31% | +13+0.4% | Added |
| Riverwater Partners LLC | 3,424 | $1.39M | 1.03% | −42−1.2% | Reduced |
| Fairman Group, LLC | 3,437 | $1.40M | 1.42% | 00.0% | Unchanged |
| Alpha Family Trust | 3,450 | $1.40M | 0.82% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,453 | $1.40M | 0.39% | 00.0% | Unchanged |
| Leisure Capital Management | 3,454 | $1.41M | 0.65% | +1,325+62.2% | Added |
| Cladis Investment Advisory, LLC | 3,458 | $1.41M | 1.02% | −100−2.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,459 | $1.41M | 1.14% | −12−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 3,463 | $1.41M | 0.38% | +185+5.6% | Added |
| Advisors Management Group Inc | 3,466 | $1.41M | 0.35% | +57+1.7% | Added |
| Sherbrooke Park Advisers LLC | 3,469 | $1.41M | 0.25% | +2,439+236.8% | Added |
| Shelter Mutual Insurance Co | 3,474 | $1.41M | 0.37% | 00.0% | Unchanged |