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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 3,938 | $1.60M | 0.36% | +118+3.1% | Added |
| Dodds Wealth, LLC | 3,906 | $1.60M | 0.63% | −10.0% | Reduced |
| Alera Investment Advisors, LLC | 3,945 | $1.60M | 0.19% | +1,355+52.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,946 | $1.61M | 0.65% | −142−3.5% | Reduced |
| Amplius Wealth Advisors, LLC | 3,955 | $1.61M | 0.18% | +100+2.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,957 | $1.61M | 0.78% | −30−0.8% | Reduced |
| First Financial Bank - Trust Division | 3,959 | $1.61M | 0.16% | −366−8.5% | Reduced |
| Boomfish Wealth Group, LLC | 3,963 | $1.61M | 1.04% | +37+0.9% | Added |
| Wedgewood Investors Inc | 3,966 | $1.61M | 1.92% | +3,966 | New |
| WealthShield Partners, LLC | 3,967 | $1.61M | 0.25% | −411−9.4% | Reduced |
| Spirit of America Management Corp | 3,970 | $1.61M | 0.33% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,980 | $1.62M | 0.70% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 3,986 | $1.62M | 0.39% | +619+18.4% | Added |
| Resources Management Corp | 3,987 | $1.62M | 0.24% | +37+0.9% | Added |
| Galibier Capital Management Ltd. | 3,990 | $1.62M | 0.40% | +400+11.1% | Added |
| Capstone Financial Advisors, Inc. | 3,993 | $1.62M | 0.11% | −25−0.6% | Reduced |
| Fernwood Investment Management, LLC | 3,995 | $1.63M | 0.50% | +178+4.7% | Added |
| J. Safra Sarasin Holding AG | 4,000 | $1.63M | 0.03% | +4,000 | New |
| GM Advisory Group, Inc. | 4,004 | $1.63M | 0.11% | +35+0.9% | Added |
| Cannon Financial Strategists, Inc. | 4,008 | $1.63M | 0.31% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,011 | $1.63M | 1.22% | +4,011 | New |
| Gold Investment Management Ltd. | 4,015 | $1.63M | 0.69% | −307−7.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,025 | $1.64M | 0.83% | −3−0.1% | Reduced |
| Sandbox Financial Partners, LLC | 4,034 | $1.64M | 0.63% | −251−5.9% | Reduced |
| D.B. Root & Company, LLC | 4,036 | $1.64M | 0.56% | −1,161−22.3% | Reduced |
| Bluesphere Advisors, LLC | 4,039 | $1.64M | 0.84% | +105+2.7% | Added |
| Legacy Trust | 4,041 | $1.64M | 0.41% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,047 | $1.65M | 0.81% | +1,735+75.0% | Added |
| Verity & Verity, LLC | 4,054 | $1.65M | 0.18% | +3,565+729.0% | Added |
| Waterloo Capital, L.P. | 4,067 | $1.65M | 0.20% | +493+13.8% | Added |
| Ascension Asset Management LLC | 4,072 | $1.66M | 0.87% | −800−16.4% | Reduced |
| Hemington Wealth Management | 4,076 | $1.66M | 0.56% | +64+1.6% | Added |
| Lutz Financial Services LLC | 4,078 | $1.66M | 0.14% | −510−11.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 4,078 | $1.66M | 0.50% | −3−0.1% | Reduced |
| Affiance Financial, LLC | 4,081 | $1.66M | 0.43% | +245+6.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,088 | $1.66M | 0.01% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 4,090 | $1.66M | 0.06% | −125−3.0% | Reduced |
| Abacus Planning Group, Inc. | 4,091 | $1.66M | 0.32% | +127+3.2% | Added |
| JT Stratford LLC | 4,091 | $1.66M | 0.31% | +798+24.2% | Added |
| Sigma Investment Counselors Inc | 4,108 | $1.67M | 0.10% | −8−0.2% | Reduced |
| Fort Pitt Capital Group, LLC | 4,116 | $1.67M | 0.05% | −33−0.8% | Reduced |
| Aprio Wealth Management, LLC | 4,118 | $1.68M | 0.31% | +1,031+33.4% | Added |
| Hoertkorn Richard Charles | 4,152 | $1.69M | 0.74% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,153 | $1.69M | 1.35% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,164 | $1.69M | 0.28% | −100−2.3% | Reduced |
| Howard Capital Management Inc. | 4,172 | $1.70M | 0.17% | +522+14.3% | Added |
| Aft, Forsyth & Company, Inc. | 4,178 | $1.70M | 0.87% | +315+8.2% | Added |
| Duff & Phelps Investment Management Co | 4,179 | $1.70M | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4,183 | $1.70M | 0.18% | 00.0% | Unchanged |
| NDWM LLC | 4,186 | $1.70M | 1.51% | +2,423+137.4% | Added |
| Galvin, Gaustad & Stein, LLC | 4,192 | $1.71M | 0.16% | −64−1.5% | Reduced |
| Copperwynd Financial, LLC | 3,890 | $1.71M | 0.56% | +532+15.8% | Added |
| Pin Oak Investment Advisors Inc | 4,193 | $1.71M | 1.63% | −124−2.9% | Reduced |
| Trust Co of Toledo NA | 4,194 | $1.71M | 0.25% | +79+1.9% | Added |
| Midwest Financial Group LLC | 4,199 | $1.71M | 1.09% | +792+23.2% | Added |
| Legacy Edge Advisors, LLC | 4,200 | $1.71M | 0.31% | +266+6.8% | Added |
| Evernest Financial Advisors, LLC | 4,201 | $1.71M | 0.77% | +14+0.3% | Added |
| Vision Capital Management, Inc. | 4,214 | $1.71M | 0.26% | −159−3.6% | Reduced |
| Buffington Mohr McNeal | 4,226 | $1.72M | 0.30% | −200−4.5% | Reduced |
| Verum Partners LLC | 4,230 | $1.72M | 0.56% | +69+1.7% | Added |
| Orleans Capital Management Corp | 4,250 | $1.73M | 1.10% | 00.0% | Unchanged |
| Kidder Stephen W | 4,267 | $1.74M | 0.54% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,269 | $1.74M | 0.13% | +253+6.3% | Added |
| Northstar Asset Management Inc | 4,276 | $1.74M | 0.44% | +400+10.3% | Added |
| Gill Capital Partners, LLC | 4,278 | $1.74M | 0.67% | +140+3.4% | Added |
| Ostrum Asset Management | 4,286 | $1.74M | 0.15% | +355+9.0% | Added |
| Linden Thomas Advisory Services, LLC | 4,289 | $1.74M | 0.27% | +490+12.9% | Added |
| Byrne Asset Management LLC | 4,280 | $1.75M | 1.25% | −76−1.7% | Reduced |
| Ballew Advisors, Inc | 4,029 | $1.75M | 1.16% | +2,883+251.6% | Added |
| Allstate Corp | 4,306 | $1.75M | 0.14% | +87+2.1% | Added |
| Private Ocean, LLC | 4,319 | $1.76M | 0.15% | +90+2.1% | Added |
| Summit X, LLC | 4,263 | $1.76M | 0.39% | +726+20.5% | Added |
| LGL Partners, LLC | 4,322 | $1.76M | 0.26% | −178−4.0% | Reduced |
| Key Financial Inc | 4,327 | $1.76M | 0.42% | +596+16.0% | Added |
| New Republic Capital, LLC | 4,327 | $1.76M | 0.88% | +704+19.4% | Added |
| Cornerstone Capital, Inc. | 4,331 | $1.76M | 0.18% | +45+1.0% | Added |
| McBroom & Associates, LLC | 4,383 | $1.78M | 1.12% | −40−0.9% | Reduced |
| Lokken Investment Group LLC | 4,398 | $1.79M | 0.84% | +329+8.1% | Added |
| Fulcrum Equity Management | 4,410 | $1.79M | 1.61% | +181+4.3% | Added |
| Bremer Bank National Association | 4,419 | $1.80M | 0.35% | −1,329−23.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,423 | $1.80M | 0.02% | +99+2.3% | Added |
| Eldridge Investment Advisors, Inc. | 4,425 | $1.80M | 0.45% | +56+1.3% | Added |
| Willner & Heller, LLC | 4,425 | $1.80M | 1.72% | −133−2.9% | Reduced |
| Shilanski & Associates, Inc. | 4,425 | $1.80M | 0.61% | −50−1.1% | Reduced |
| Vivaldi Capital Management, LLC | 4,429 | $1.80M | 0.51% | +327+8.0% | Added |
| Heritage Investment Group, Inc. | 4,437 | $1.80M | 0.37% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4,445 | $1.81M | 0.59% | +24+0.5% | Added |
| Archer Investment Corp | 4,445 | $1.81M | 0.53% | +73+1.7% | Added |
| Hall Capital Management Co Inc | 4,455 | $1.81M | 0.86% | +18+0.4% | Added |
| Keebeck Wealth Management, LLC | 4,472 | $1.82M | 0.27% | −19−0.4% | Reduced |
| Financial Enhancement Group LLC | 4,213 | $1.82M | 0.29% | −185−4.2% | Reduced |
| Pearl River Capital, LLC | 4,482 | $1.82M | 0.29% | +4,482 | New |
| Anthracite Investment Company, Inc. | 4,491 | $1.83M | 0.97% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,499 | $1.83M | 0.27% | +42+0.9% | Added |
| Strategic Financial Services, Inc, | 4,499 | $1.83M | 0.12% | +1,500+50.0% | Added |
| Deseret Mutual Benefit Administrators | 4,516 | $1.84M | 0.85% | +487+12.1% | Added |
| Fiduciary Financial Group, LLC | 4,192 | $1.84M | 0.44% | +4,192 | New |
| Oliver Lagore Vanvalin Investment Group | 4,523 | $1.84M | 0.53% | +558+14.1% | Added |
| Kapstone Financial Advisors LLC | 4,527 | $1.84M | 1.21% | +113+2.6% | Added |
| Armbruster Capital Management, Inc. | 4,528 | $1.84M | 0.38% | +180+4.1% | Added |