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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 5,106 | $2.08M | 0.18% | +4+0.1% | Added |
| Meyer Handelman Co | 5,110 | $2.08M | 0.07% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,110 | $2.08M | 0.82% | +2,655+108.1% | Added |
| Hudson Canyon Capital Management | 5,136 | $2.09M | 1.41% | −514−9.1% | Reduced |
| Venturi Wealth Management, LLC | 5,140 | $2.09M | 0.12% | +1,547+43.1% | Added |
| Channing Global Advisors, LLC | 5,153 | $2.10M | 1.75% | −10.0% | Reduced |
| Terra Nova Asset Management LLC | 5,153 | $2.10M | 1.65% | −93−1.8% | Reduced |
| JPL Wealth Management, LLC | 5,163 | $2.10M | 1.03% | +3,121+152.8% | Added |
| Parcion Private Wealth LLC | 5,167 | $2.10M | 0.19% | +440+9.3% | Added |
| TFB Advisors LLC | 5,178 | $2.11M | 0.69% | +64+1.3% | Added |
| Insight 2811, Inc. | 5,182 | $2.11M | 1.09% | +686+15.3% | Added |
| CPA Asset Management LLC | 5,184 | $2.11M | 1.13% | −319−5.8% | Reduced |
| Wealth Effects LLC | 5,186 | $2.11M | 0.76% | +5+0.1% | Added |
| Ignite Planners, LLC | 5,142 | $2.11M | 0.52% | +21+0.4% | Added |
| West Family Investments, Inc. | 5,200 | $2.12M | 0.63% | −46−0.9% | Reduced |
| Helios Capital Management Pte. Ltd | 5,200 | $2.12M | 1.38% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,217 | $2.12M | 0.82% | −35−0.7% | Reduced |
| Consolidated Capital Management, LLC | 5,223 | $2.12M | 1.02% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,227 | $2.13M | 0.88% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,229 | $2.13M | 0.85% | −245−4.5% | Reduced |
| Mattern Wealth Management LLC | 5,230 | $2.13M | 0.51% | −277−5.0% | Reduced |
| Hills Bank & Trust Co | 5,236 | $2.13M | 0.17% | +215+4.3% | Added |
| Aspen Grove Capital, LLC | 5,240 | $2.13M | 0.50% | +15+0.3% | Added |
| Sage Capital Advisors,llc | 5,250 | $2.14M | 0.61% | +117+2.3% | Added |
| Steinberg Asset Management LLC | 5,252 | $2.14M | 1.67% | −412−7.3% | Reduced |
| SFM, LLC | 5,254 | $2.14M | 1.61% | +17+0.3% | Added |
| Pine Harbor Wealth Management, LLC | 5,263 | $2.14M | 1.26% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,271 | $2.14M | 0.52% | −80−1.5% | Reduced |
| United Asset Strategies, Inc. | 5,279 | $2.15M | 0.21% | −24−0.5% | Reduced |
| Fishman Jay A Ltd | 5,290 | $2.15M | 0.23% | +295+5.9% | Added |
| Tranquilli Financial Advisor LLC | 5,312 | $2.15M | 1.44% | −12−0.2% | Reduced |
| Kornitzer Capital Management Inc | 5,299 | $2.16M | 0.04% | +520+10.9% | Added |
| SkyOak Wealth, LLC | 5,313 | $2.16M | 0.50% | −110−2.0% | Reduced |
| Soditic Asset Management LLP | 5,315 | $2.16M | 2.51% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 5,316 | $2.16M | 1.12% | +38+0.7% | Added |
| Baker Avenue Asset Management, LP | 5,320 | $2.16M | 0.07% | +50+0.9% | Added |
| North Star Asset Management Inc | 5,323 | $2.17M | 0.10% | +36+0.7% | Added |
| Seelaus Asset Management LLC | 5,327 | $2.17M | 2.20% | +220+4.3% | Added |
| Blankinship & Foster, LLC | 5,328 | $2.17M | 0.56% | −131−2.4% | Reduced |
| Kathmere Capital Management, LLC | 5,329 | $2.17M | 0.23% | +1,453+37.5% | Added |
| Benjamin Edwards Inc | 5,330 | $2.17M | 0.42% | +135+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,333 | $2.17M | 0.01% | +17+0.3% | Added |
| Bangor Savings Bank | 5,334 | $2.17M | 0.22% | −288−5.1% | Reduced |
| Howard Capital Management Group, LLC | 5,347 | $2.18M | 0.16% | −167−3.0% | Reduced |
| Heritage Wealth Partners, LLC | 5,349 | $2.18M | 3.15% | +220+4.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,353 | $2.18M | 0.17% | −229−4.1% | Reduced |
| Alhambra Investment Partners LLC | 5,355 | $2.18M | 1.19% | +53+1.0% | Added |
| Godsey & Gibb Associates | 5,371 | $2.18M | 0.23% | −335−5.9% | Reduced |
| Liberty Wealth Management LLC | 34,998 | $2.19M | 0.40% | +29,521+539.0% | Added |
| Catalytic Wealth RIA, LLC | 5,381 | $2.19M | 0.43% | +328+6.5% | Added |
| D. Scott Neal, Inc. | 5,400 | $2.20M | 1.22% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 5,415 | $2.20M | 0.56% | +1,699+45.7% | Added |
| Hantz Financial Services, Inc. | 5,418 | $2.20M | 0.04% | −73−1.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,420 | $2.20M | 0.98% | −40−0.7% | Reduced |
| Jackson Wealth Management, LLC | 5,426 | $2.21M | 0.47% | −3,942−42.1% | Reduced |
| Petra Financial Advisors Inc | 5,426 | $2.21M | 1.59% | −30−0.5% | Reduced |
| Fiduciary Family Office, LLC | 5,430 | $2.21M | 0.87% | −1,089−16.7% | Reduced |
| Sound Income Strategies, LLC | 5,430 | $2.21M | 0.14% | +1,455+36.6% | Added |
| Tealwood Asset Management Inc | 5,429 | $2.21M | 1.33% | −20−0.4% | Reduced |
| Weaver Consulting Group | 5,440 | $2.21M | 0.77% | −43−0.8% | Reduced |
| Bank Hapoalim BM | 5,439 | $2.21M | 0.31% | −772−12.4% | Reduced |
| Select Asset Management & Trust | 5,448 | $2.22M | 0.88% | −1,623−23.0% | Reduced |
| Lynx Investment Advisory | 5,462 | $2.22M | 1.65% | +5,462 | New |
| FF Advisors,LLC | 5,469 | $2.22M | 1.57% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,479 | $2.23M | 0.98% | −267−4.6% | Reduced |
| Burt Wealth Advisors | 5,486 | $2.23M | 0.59% | +5,486 | New |
| GoalVest Advisory LLC | 5,493 | $2.23M | 0.71% | −776−12.4% | Reduced |
| Three Seasons Wealth, LLC | 5,499 | $2.24M | 1.24% | −75−1.3% | Reduced |
| Inspire Trust Co, N.A. | 5,509 | $2.24M | 0.74% | +2,625+91.0% | Added |
| Firestone Capital Management | 5,512 | $2.24M | 0.61% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,527 | $2.25M | 1.02% | 00.0% | Unchanged |
| Viawealth, LLC | 5,539 | $2.25M | 1.40% | −125−2.2% | Reduced |
| O'Dell Group, LLC | 5,368 | $2.26M | 0.55% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 5,560 | $2.26M | 1.26% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,563 | $2.26M | 0.19% | +5,563 | New |
| Vawter Financial, Ltd. | 5,564 | $2.26M | 1.55% | −248−4.3% | Reduced |
| Dohj, LLC | 5,568 | $2.26M | 0.57% | +35+0.6% | Added |
| Founders Financial Alliance, LLC | 5,592 | $2.27M | 0.67% | +64+1.2% | Added |
| O'Rourke & Company, Inc | 5,596 | $2.28M | 1.28% | −393−6.6% | Reduced |
| Auxano Advisors, LLC | 5,604 | $2.28M | 0.63% | +70+1.3% | Added |
| Cutler Investment Counsel LLC | 5,620 | $2.29M | 0.31% | −52−0.9% | Reduced |
| G2 Capital Management, LLC | 5,622 | $2.29M | 0.71% | −815−12.7% | Reduced |
| Camden National Bank | 5,662 | $2.30M | 0.36% | +1,955+52.7% | Added |
| Firethorn Wealth Partners, LLC | 5,678 | $2.31M | 1.31% | +26+0.5% | Added |
| Barlow Wealth Partners, Inc. | 5,347 | $2.31M | 0.32% | +650+13.8% | Added |
| Arbor Investment Advisors, LLC | 5,701 | $2.32M | 0.34% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,717 | $2.33M | 2.30% | +5,717 | New |
| Regents of the University of California | 5,723 | $2.33M | 1.27% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,731 | $2.33M | 1.44% | +1,057+22.6% | Added |
| Armstrong, Fleming & Moore, Inc | 5,771 | $2.35M | 1.51% | +333+6.1% | Added |
| Silvia McColl Wealth Management, LLC | 5,778 | $2.35M | 1.94% | −250−4.1% | Reduced |
| Claro Advisors LLC | 5,784 | $2.35M | 0.37% | +502+9.5% | Added |
| Two Sigma Securities, LLC | 5,792 | $2.36M | 0.11% | +1,694+41.3% | Added |
| Independence Bank of Kentucky | 5,793 | $2.36M | 0.62% | +1,206+26.3% | Added |
| Spreng Capital Management, Inc. | 5,795 | $2.36M | 1.22% | +13+0.2% | Added |
| Transatlantique Private Wealth LLC | 5,804 | $2.36M | 0.96% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 5,800 | $2.37M | 0.42% | +2,295+65.5% | Added |
| Wulff, Hansen & Co. | 5,817 | $2.37M | 2.34% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 5,818 | $2.37M | 0.70% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 5,821 | $2.37M | 0.61% | +20.0% | Added |