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 |
|---|---|---|---|---|---|
| Edgewood Management LLC | 4,532 | $1.84M | 0.00% | 00.0% | Unchanged |
| Rinkey Investments | 4,534 | $1.84M | 0.66% | +5+0.1% | Added |
| Corrado Advisors, LLC | 4,536 | $1.85M | 1.19% | −165−3.5% | Reduced |
| Wealth Quarterback LLC | 4,536 | $1.85M | 1.05% | +664+17.1% | Added |
| Alliance Wealth Advisors, LLC | 4,537 | $1.85M | 1.16% | −53−1.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 4,539 | $1.85M | 0.36% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 4,540 | $1.85M | 0.25% | 00.0% | Unchanged |
| Doheny Asset Management | 4,540 | $1.85M | 1.32% | 00.0% | Unchanged |
| Williams & Novak, LLC | 4,545 | $1.85M | 1.72% | +4,545 | New |
| Prosperity Planning, Inc. | 4,547 | $1.85M | 0.63% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,551 | $1.85M | 0.23% | −573−11.2% | Reduced |
| James J. Burns & Company, LLC | 4,551 | $1.85M | 0.36% | +3,828+529.5% | Added |
| KilterHowling LLC | 4,554 | $1.85M | 1.26% | +7+0.2% | Added |
| CFO4Life Group, LLC | 4,554 | $1.85M | 0.35% | +130+2.9% | Added |
| Powell Investment Advisors, LLC | 4,560 | $1.86M | 0.96% | +125+2.8% | Added |
| Advisory Research Inc | 4,568 | $1.86M | 0.35% | −60−1.3% | Reduced |
| Avion Wealth | 4,575 | $1.86M | 0.51% | +6+0.1% | Added |
| Altus Wealth Group LLC | 4,582 | $1.86M | 0.93% | 00.0% | Unchanged |
| Bell Bank | 4,588 | $1.87M | 0.16% | −60−1.3% | Reduced |
| LCNB Corp | 4,589 | $1.87M | 0.70% | −65−1.4% | Reduced |
| Massachusetts Wealth Management | 4,590 | $1.87M | 1.25% | +490+12.0% | Added |
| Two West Capital Advisors LLC | 4,595 | $1.87M | 1.78% | +4,595 | New |
| Intact Investment Management Inc. | 4,600 | $1.87M | 0.07% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,600 | $1.87M | 0.36% | +4,600 | New |
| Monetary Management Group Inc | 4,603 | $1.87M | 0.50% | +90+2.0% | Added |
| Journey Strategic Wealth LLC | 4,605 | $1.87M | 0.08% | +623+15.6% | Added |
| LVM Capital Management Ltd | 4,615 | $1.88M | 0.21% | −5−0.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,616 | $1.88M | 1.09% | −80−1.7% | Reduced |
| United Bank | 4,619 | $1.88M | 0.94% | +109+2.4% | Added |
| One Day In July LLC | 4,623 | $1.88M | 0.23% | +43+0.9% | Added |
| Guerra Pan Advisors, LLC | 4,630 | $1.88M | 1.58% | +948+25.7% | Added |
| RDA Financial Network | 4,636 | $1.89M | 0.62% | +97+2.1% | Added |
| Raelipskie Partnership | 4,644 | $1.89M | 1.01% | +200+4.5% | Added |
| Waypoint Capital Advisors, LLC | 4,644 | $1.89M | 0.47% | +102+2.2% | Added |
| Aft, Forsyth & Sober, LLC | 4,650 | $1.89M | 0.65% | 00.0% | Unchanged |
| TTP Investments, Inc. | 4,655 | $1.89M | 0.71% | +89+1.9% | Added |
| Droms Strauss Advisors Inc | 4,671 | $1.90M | 0.69% | +20.0% | Added |
| InTrack Investment Management Inc | 4,683 | $1.91M | 1.36% | +190+4.2% | Added |
| Centerpoint Advisors, LLC | 4,689 | $1.91M | 0.69% | +35+0.8% | Added |
| Carlson Capital Management | 4,701 | $1.91M | 0.09% | +10.0% | Added |
| Family Legacy, Inc. | 4,710 | $1.92M | 0.69% | −34−0.7% | Reduced |
| Occidental Asset Management, LLC | 4,719 | $1.92M | 0.34% | +138+3.0% | Added |
| Plimoth Trust Co LLC | 4,728 | $1.92M | 0.51% | +64+1.4% | Added |
| Piscataqua Savings Bank | 4,733 | $1.93M | 1.71% | −50−1.0% | Reduced |
| MJP Associates Inc | 4,740 | $1.93M | 0.40% | −76−1.6% | Reduced |
| Wrapmanager Inc | 4,740 | $1.93M | 0.53% | +653+16.0% | Added |
| Independent Wealth Network Inc. | 4,742 | $1.93M | 0.90% | +10+0.2% | Added |
| Onefund, LLC | 4,762 | $1.94M | 2.11% | +79+1.7% | Added |
| Summa Corp. | 4,762 | $1.94M | 0.94% | 00.0% | Unchanged |
| Aries Wealth Management | 4,769 | $1.94M | 0.61% | −14−0.3% | Reduced |
| McAdam, LLC | 4,770 | $1.94M | 0.12% | +2,456+106.1% | Added |
| Mitchell Sinkler & Starr | 4,393 | $1.94M | 0.50% | −2,585−37.0% | Reduced |
| Oarsman Capital, Inc. | 4,774 | $1.94M | 0.43% | +160+3.5% | Added |
| Insight Inv LLC | 4,776 | $1.94M | 1.68% | +35+0.7% | Added |
| Three Bridge Wealth Advisors, LLC | 4,778 | $1.94M | 0.77% | −173−3.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,779 | $1.94M | 0.57% | +251+5.5% | Added |
| Capital Counsel LLC | 4,791 | $1.95M | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,800 | $1.95M | 0.52% | +4,800 | New |
| Act Two Investors LLC | 4,815 | $1.96M | 0.39% | +1,036+27.4% | Added |
| Savvy Advisors, Inc. | 4,818 | $1.96M | 0.64% | +2,207+84.5% | Added |
| Arrowroot Family Office, LLC | 4,834 | $1.97M | 1.26% | −51−1.0% | Reduced |
| Encompass Wealth Advisors, LLC | 4,844 | $1.97M | 0.52% | +7+0.1% | Added |
| First Western Trust Bank | 4,848 | $1.97M | 0.09% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,864 | $1.98M | 0.55% | −250−4.9% | Reduced |
| ERn Financial, LLC | 4,872 | $1.98M | 0.33% | +67+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,874 | $1.98M | 0.76% | +4,874 | New |
| Creative Financial Designs Inc | 4,878 | $1.98M | 0.18% | +116+2.4% | Added |
| Financial Connections Group, Inc. | 4,883 | $1.99M | 1.03% | +36+0.7% | Added |
| ARGA Investment Management, LP | 4,893 | $1.99M | 0.07% | 00.0% | Unchanged |
| SL Advisors, LLC | 4,918 | $2.00M | 3.95% | −64−1.3% | Reduced |
| Aveo Capital Partners, LLC | 4,921 | $2.00M | 0.23% | −680−12.1% | Reduced |
| Abacus Wealth Partners, LLC | 4,945 | $2.01M | 0.33% | −236−4.6% | Reduced |
| Next Level Private LLC | 4,950 | $2.01M | 0.92% | +81+1.7% | Added |
| KWB Wealth | 4,794 | $2.02M | 0.28% | −57−1.2% | Reduced |
| Revolve Wealth Partners, LLC | 4,957 | $2.02M | 0.33% | −934−15.9% | Reduced |
| Emprise Bank | 4,968 | $2.02M | 1.25% | −1,050−17.4% | Reduced |
| Romano Brothers and Company | 4,970 | $2.02M | 0.28% | −257−4.9% | Reduced |
| ZRC Wealth Management, LLC | 4,971 | $2.02M | 0.96% | +4,971 | New |
| Centric Wealth Management | 4,628 | $2.03M | 0.58% | +10.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,979 | $2.03M | 0.36% | −1,829−26.9% | Reduced |
| Alta Advisers Ltd | 4,986 | $2.03M | 0.98% | +86+1.8% | Added |
| Keynote Financial Services LLC | 4,994 | $2.03M | 1.70% | +764+18.1% | Added |
| MMBG Investment Advisors Co. | 4,995 | $2.03M | 0.22% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 4,997 | $2.03M | 0.51% | +30+0.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 5,000 | $2.03M | 0.36% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5,007 | $2.04M | 0.71% | +1,174+30.6% | Added |
| Keystone Wealth Services, LLC | 5,020 | $2.04M | 0.64% | +100+2.0% | Added |
| Intrua Financial, LLC | 5,026 | $2.04M | 0.33% | +188+3.9% | Added |
| Guardian Asset Advisors, LLC | 5,046 | $2.05M | 1.51% | −27−0.5% | Reduced |
| Monticello Wealth Management, LLC | 5,047 | $2.05M | 0.19% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,053 | $2.06M | 0.50% | +225+4.7% | Added |
| Empire Financial Management Company, LLC | 5,055 | $2.06M | 0.68% | −93−1.8% | Reduced |
| Sippican Capital Advisors | 5,069 | $2.06M | 1.63% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 5,070 | $2.06M | 0.67% | −128−2.5% | Reduced |
| Cromwell Holdings LLC | 5,073 | $2.06M | 1.23% | +5,073 | New |
| Trail Ridge Investment Advisors, LLC | 5,087 | $2.07M | 1.07% | +167+3.4% | Added |
| Headinvest, LLC | 5,090 | $2.07M | 0.41% | −65−1.3% | Reduced |
| Lecap Asset Management Ltd | 5,094 | $2.07M | 0.45% | −1,125−18.1% | Reduced |
| Winmill & Co. Inc | 5,100 | $2.07M | 0.71% | −1,010−16.5% | Reduced |
| Old Well Partners, LLC | 5,100 | $2.07M | 2.45% | 00.0% | Unchanged |