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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 3,487 | $1.42M | 0.03% | +2,727+358.8% | Added |
| English Capital Management LLC | 3,490 | $1.42M | 1.19% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,463 | $1.42M | 0.78% | −77−2.2% | Reduced |
| River Wealth Advisors LLC | 3,516 | $1.43M | 0.21% | −392−10.0% | Reduced |
| Proffitt & Goodson Inc | 3,516 | $1.43M | 0.25% | −6−0.2% | Reduced |
| Elser Financial Planning, Inc | 3,519 | $1.43M | 0.24% | +3,519 | New |
| Crown Wealth Group, LLC | 3,521 | $1.43M | 0.72% | −426−10.8% | Reduced |
| Register Financial Advisors LLC | 3,523 | $1.43M | 0.72% | +218+6.6% | Added |
| MV Capital Management, Inc. | 3,525 | $1.43M | 0.16% | +52+1.5% | Added |
| Bard Associates Inc | 3,527 | $1.43M | 0.55% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,329 | $1.44M | 0.94% | +365+12.3% | Added |
| SFE Investment Counsel | 3,537 | $1.44M | 0.32% | −412−10.4% | Reduced |
| S.A. Mason LLC | 3,538 | $1.44M | 0.82% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,540 | $1.44M | 0.45% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 3,541 | $1.44M | 0.76% | −58−1.6% | Reduced |
| Trilogy Capital Inc. | 3,551 | $1.44M | 0.08% | −103−2.8% | Reduced |
| IFG Advisors, LLC | 3,551 | $1.44M | 0.34% | +313+9.7% | Added |
| Paul Damon & Associates, Inc. | 3,562 | $1.45M | 0.99% | −66−1.8% | Reduced |
| Sequent Asset Management, LLC | 3,571 | $1.45M | 0.73% | −25−0.7% | Reduced |
| Change Path, LLC | 3,585 | $1.46M | 0.07% | −24,565−87.3% | Reduced |
| Community Bank of Raymore | 3,585 | $1.46M | 1.13% | +205+6.1% | Added |
| Cove Street Capital, LLC | 3,590 | $1.46M | 1.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,589 | $1.46M | 0.16% | −2,751−43.4% | Reduced |
| WR Wealth Planners, LLC | 3,596 | $1.46M | 0.45% | −135−3.6% | Reduced |
| Penbrook Management LLC | 3,605 | $1.47M | 0.90% | −100−2.7% | Reduced |
| Clean Yield Group | 3,606 | $1.47M | 0.55% | +31+0.9% | Added |
| First Commonwealth Financial Corp | 3,609 | $1.47M | 0.38% | +5+0.1% | Added |
| Durante & Waters, LLC | 3,611 | $1.47M | 1.31% | +3,031+522.6% | Added |
| Interchange Capital Partners, LLC | 3,612 | $1.47M | 0.54% | +3,093+596.0% | Added |
| G&S Capital LLC | 3,386 | $1.47M | 0.64% | +10+0.3% | Added |
| Northwest Investment Counselors, LLC | 3,633 | $1.48M | 0.37% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,633 | $1.48M | 1.09% | +8+0.2% | Added |
| BCK Partners, Inc. | 3,638 | $1.48M | 0.77% | +69+1.9% | Added |
| Family CFO Inc | 3,639 | $1.48M | 0.91% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 3,640 | $1.48M | 0.67% | +7+0.2% | Added |
| Atwood & Palmer Inc | 3,644 | $1.48M | 0.11% | −65−1.8% | Reduced |
| Sweet Financial Partners, LLC | 3,645 | $1.48M | 0.34% | +127+3.6% | Added |
| TriaGen Wealth Management LLC | 3,652 | $1.49M | 0.57% | 00.0% | Unchanged |
| Brown Financial Advisors | 3,653 | $1.49M | 0.66% | +3,653 | New |
| PBMares Wealth Management LLC | 3,653 | $1.49M | 0.36% | −51−1.4% | Reduced |
| Integrity Financial Corp | 3,656 | $1.49M | 0.93% | +487+15.4% | Added |
| Coordinated Financial Services, Inc. | 3,660 | $1.49M | 1.27% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,663 | $1.49M | 0.85% | +18+0.5% | Added |
| Ergawealth Advisors, Inc. | 3,668 | $1.49M | 0.81% | +646+21.4% | Added |
| Boulder Wealth Advisors, LLC | 3,670 | $1.49M | 0.87% | 00.0% | Unchanged |
| Davidson Trust Co | 3,672 | $1.49M | 1.03% | −100−2.7% | Reduced |
| BSW Wealth Partners | 3,678 | $1.50M | 0.25% | −2,211−37.5% | Reduced |
| Sharkey, Howes & Javer | 3,680 | $1.50M | 0.24% | 00.0% | Unchanged |
| Umpqua Bank | 3,693 | $1.50M | 0.58% | −68−1.8% | Reduced |
| Arbor Wealth Advisors LLC | 3,694 | $1.50M | 1.48% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,696 | $1.50M | 0.74% | +165+4.7% | Added |
| Two Sigma Investments, LP | 3,700 | $1.51M | 0.00% | 00.0% | Unchanged |
| Mittelman Wealth Management | 3,708 | $1.51M | 0.98% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 3,709 | $1.51M | 0.91% | +14+0.4% | Added |
| Vicus Capital | 3,711 | $1.51M | 0.14% | −601−13.9% | Reduced |
| Hamilton Capital, LLC | 3,714 | $1.51M | 0.11% | −545−12.8% | Reduced |
| Shelton Wealth Management, LLC | 3,717 | $1.51M | 0.90% | +449+13.7% | Added |
| Cypress Financial Planning LLC | 3,721 | $1.51M | 0.63% | +848+29.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,725 | $1.52M | 0.71% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 3,727 | $1.52M | 1.06% | −41−1.1% | Reduced |
| Somerville Kurt F | 3,749 | $1.53M | 0.26% | −150−3.8% | Reduced |
| Horizon Wealth Management, LLC | 3,754 | $1.53M | 0.36% | −18−0.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,778 | $1.54M | 0.54% | +192+5.4% | Added |
| Coastwise Capital Group, LLC | 3,781 | $1.54M | 1.47% | +36+1.0% | Added |
| Parkside Advisors LLC | 3,782 | $1.54M | 0.39% | −300−7.3% | Reduced |
| Osterweis Capital Management Inc | 3,782 | $1.54M | 0.08% | +36+1.0% | Added |
| Financial Network Wealth Management LLC | 3,791 | $1.54M | 0.59% | +3,791 | New |
| Machina Capital S.A.S. | 3,792 | $1.54M | 0.69% | +2,981+367.6% | Added |
| Castle Rock Wealth Management, LLC | 3,808 | $1.54M | 0.39% | +19+0.5% | Added |
| 9258 Wealth Management, LLC | 3,799 | $1.55M | 0.24% | +25+0.7% | Added |
| Optimum Investment Advisors | 3,805 | $1.55M | 0.69% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,807 | $1.55M | 0.13% | −352−8.5% | Reduced |
| Liberty Capital Management, Inc. | 3,808 | $1.55M | 0.37% | +150+4.1% | Added |
| Heritage Wealth Management, Inc. | 3,769 | $1.55M | 0.52% | +3,769 | New |
| Cyrus J. Lawrence, LLC | 3,814 | $1.55M | 0.32% | −15−0.4% | Reduced |
| UMA Financial Services, Inc. | 3,544 | $1.56M | 0.29% | +10.0% | Added |
| TSFG, LLC | 3,827 | $1.56M | 0.36% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,828 | $1.56M | 0.64% | +1,243+48.1% | Added |
| Wealthspan Partners, LLC | 3,829 | $1.56M | 0.86% | +100+2.7% | Added |
| Capital Wealth Planning, LLC | 3,840 | $1.56M | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,852 | $1.57M | 0.45% | +57+1.5% | Added |
| MKT Advisors LLC | 3,826 | $1.57M | 0.78% | +117+3.2% | Added |
| Puzo Michael J | 3,870 | $1.57M | 0.44% | −1,405−26.6% | Reduced |
| Guardian Capital Advisors LP | 3,807 | $1.58M | 0.17% | −484−11.3% | Reduced |
| Beech Hill Advisors, Inc. | 3,875 | $1.58M | 0.65% | −300−7.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,875 | $1.58M | 0.39% | −25−0.6% | Reduced |
| Bensler, LLC | 3,877 | $1.58M | 0.21% | +144+3.9% | Added |
| Consolidated Portfolio Review Corp | 3,879 | $1.58M | 0.37% | +87+2.3% | Added |
| Aristides Capital LLC | 3,884 | $1.58M | 0.66% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,897 | $1.58M | 0.14% | +397+11.3% | Added |
| Landscape Capital Management, L.L.C. | 3,900 | $1.59M | 0.13% | +3,900 | New |
| Turtle Creek Wealth Advisors, LLC | 3,903 | $1.59M | 0.37% | +741+23.4% | Added |
| Rise Advisors, LLC | 3,906 | $1.59M | 0.84% | −94−2.4% | Reduced |
| Money Concepts Capital Corp | 3,916 | $1.59M | 0.13% | +126+3.3% | Added |
| Courier Capital LLC | 3,920 | $1.59M | 0.13% | −357−8.3% | Reduced |
| Brown Financial Advisory | 3,927 | $1.60M | 1.23% | −80−2.0% | Reduced |
| JMG Financial Group, Ltd. | 3,932 | $1.60M | 0.06% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,933 | $1.60M | 0.16% | −72−1.8% | Reduced |
| Sterling Financial Group, Inc. | 3,935 | $1.60M | 0.73% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,938 | $1.60M | 1.13% | 00.0% | Unchanged |