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 |
|---|---|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 5,827 | $2.37M | 2.13% | −107−1.8% | Reduced |
| Seven Post Investment Office LP | 5,838 | $2.37M | 0.44% | +1,659+39.7% | Added |
| Benin Management CORP | 5,842 | $2.38M | 0.72% | −196−3.2% | Reduced |
| Secure Asset Management, LLC | 5,855 | $2.38M | 0.45% | +2,132+57.3% | Added |
| Investment Partners, Ltd. | 5,857 | $2.38M | 1.07% | +61+1.1% | Added |
| Naples Global Advisors, LLC | 5,861 | $2.38M | 0.24% | −75−1.3% | Reduced |
| Retirement Planning Group | 5,865 | $2.39M | 0.15% | +397+7.3% | Added |
| Fortis Capital Management LLC | 5,873 | $2.39M | 0.51% | +967+19.7% | Added |
| Fortress Wealth Group, LLC | 5,508 | $2.39M | 1.20% | +404+7.9% | Added |
| Sciencast Management LP | 5,878 | $2.39M | 0.83% | +1,266+27.5% | Added |
| Smartleaf Asset Management LLC | 5,862 | $2.39M | 0.39% | +1,735+42.0% | Added |
| Fox Hill Wealth Management | 5,880 | $2.39M | 1.46% | +413+7.6% | Added |
| Burke & Herbert Bank & Trust Co | 5,891 | $2.40M | 0.58% | +3,038+106.5% | Added |
| Triumph Capital Management | 5,910 | $2.40M | 0.94% | −219−3.6% | Reduced |
| Virtue Capital Management, LLC | 5,528 | $2.41M | 0.41% | −165−2.9% | Reduced |
| Spirepoint Private Client, LLC | 5,913 | $2.41M | 0.34% | +757+14.7% | Added |
| Twin City Private Wealth, LLC | 5,918 | $2.41M | 2.27% | +830+16.3% | Added |
| Ballast, Inc. | 5,935 | $2.41M | 0.74% | +36+0.6% | Added |
| Hohimer Wealth Management, LLC | 5,936 | $2.41M | 0.56% | +2,758+86.8% | Added |
| Integrated Investment Consultants, LLC | 5,749 | $2.42M | 0.67% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,947 | $2.42M | 0.13% | −250−4.0% | Reduced |
| Passumpsic Savings Bank | 5,954 | $2.42M | 1.74% | −1,836−23.6% | Reduced |
| Dean Investment Associates, LLC | 5,960 | $2.42M | 0.34% | −802−11.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,986 | $2.44M | 0.68% | −386−6.1% | Reduced |
| Old Mission Investment Co LLC | 5,988 | $2.44M | 0.79% | +92+1.6% | Added |
| Unique Wealth Strategies, LLC | 5,799 | $2.44M | 1.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,001 | $2.44M | 0.29% | +1,225+25.6% | Added |
| Mattson Financial Services, LLC | 6,009 | $2.44M | 0.87% | +6,009 | New |
| TruWealth Advisors, LLC | 6,011 | $2.45M | 0.16% | +185+3.2% | Added |
| Provident Trust Co | 6,015 | $2.45M | 0.05% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 6,028 | $2.45M | 0.93% | −12−0.2% | Reduced |
| Maple Capital Management, Inc. | 6,030 | $2.45M | 0.20% | −202−3.2% | Reduced |
| Legacy Financial Advisors, Inc. | 6,045 | $2.46M | 0.44% | +236+4.1% | Added |
| Miller Wealth Advisors, LLC | 6,059 | $2.46M | 1.33% | −160−2.6% | Reduced |
| Northwest Bancshares, Inc. | 6,079 | $2.47M | 0.42% | −5−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 6,094 | $2.48M | 0.26% | −226−3.6% | Reduced |
| Girard Partners Ltd. | 6,095 | $2.48M | 0.23% | −48−0.8% | Reduced |
| Strait & Sound Wealth Management LLC | 6,097 | $2.48M | 1.26% | +195+3.3% | Added |
| Accurate Wealth Management, LLC | 5,722 | $2.48M | 0.60% | +797+16.2% | Added |
| First Eagle Investment Management, LLC | 6,103 | $2.48M | 0.01% | +2,324+61.5% | Added |
| Intelligence Driven Advisers, LLC | 6,120 | $2.49M | 0.35% | +52+0.9% | Added |
| Condor Capital Management | 6,126 | $2.49M | 0.24% | −102−1.6% | Reduced |
| FSM Wealth Advisors, LLC | 6,168 | $2.51M | 0.84% | −53−0.9% | Reduced |
| My Legacy Advisors, LLC | 6,191 | $2.52M | 0.81% | +33+0.5% | Added |
| Adalta Capital Management LLC | 6,193 | $2.52M | 1.37% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 6,196 | $2.52M | 0.49% | +390+6.7% | Added |
| Alberta Investment Management Corp | 6,200 | $2.52M | 0.03% | −28,900−82.3% | Reduced |
| Nicolet Bankshares Inc | 6,201 | $2.52M | 0.63% | −22−0.4% | Reduced |
| FCG Investment Co | 6,202 | $2.52M | 1.91% | +453+7.9% | Added |
| 1922 Investment Co LLC | 6,205 | $2.52M | 82.33% | +6,205 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 6,212 | $2.53M | 0.53% | +6,212 | New |
| Gilbert & Cook, Inc. | 6,220 | $2.53M | 0.37% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,234 | $2.54M | 0.09% | −430−6.5% | Reduced |
| Pinnacle Financial Group, LLC | 6,238 | $2.54M | 1.09% | −46−0.7% | Reduced |
| B&D White Capital Company, LLC | 6,243 | $2.54M | 0.53% | +21+0.3% | Added |
| Foundation Wealth Management, LLC | 6,250 | $2.54M | 1.99% | +104+1.7% | Added |
| Norden Group LLC | 6,251 | $2.54M | 0.51% | −38−0.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,261 | $2.55M | 1.31% | +40+0.6% | Added |
| Retirement Income Solutions, Inc | 6,268 | $2.55M | 0.62% | +612+10.8% | Added |
| Vaughan David Investments LLC | 6,280 | $2.56M | 0.06% | +105+1.7% | Added |
| Kraematon Investment Advisors, Inc | 6,285 | $2.56M | 2.60% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,285 | $2.56M | 0.58% | +138+2.2% | Added |
| AlphaStar Capital Management, LLC | 6,313 | $2.57M | 0.24% | +920+17.1% | Added |
| Laraway Financial Inc | 6,323 | $2.57M | 2.20% | 00.0% | Unchanged |
| Axq Capital, LP | 6,325 | $2.57M | 0.60% | +4,125+187.5% | Added |
| Green Harvest Asset Management LLC | 6,334 | $2.58M | 0.06% | +696+12.3% | Added |
| Diversified, LLC | 6,334 | $2.58M | 0.30% | +3,201+102.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,344 | $2.58M | 0.64% | −200−3.1% | Reduced |
| Brandywine Trust Co | 6,348 | $2.58M | 0.43% | 00.0% | Unchanged |
| 1776 Wealth LLC | 6,350 | $2.58M | 1.16% | −208−3.2% | Reduced |
| GSB Wealth Management, LLC | 6,353 | $2.58M | 0.71% | +37+0.6% | Added |
| Madrona Financial Services, LLC | 6,362 | $2.59M | 0.80% | −88−1.4% | Reduced |
| Octavia Wealth Advisors, LLC | 6,375 | $2.59M | 0.35% | +271+4.4% | Added |
| Dover Advisors, LLC | 6,382 | $2.60M | 1.60% | +398+6.7% | Added |
| Altfest L J & Co Inc | 6,386 | $2.60M | 0.35% | −20−0.3% | Reduced |
| Herold Advisors, Inc. | 6,388 | $2.60M | 0.60% | +350+5.8% | Added |
| Artemis Wealth Advisors, LLC | 6,392 | $2.60M | 0.46% | +300+4.9% | Added |
| Sofos Investments, Inc. | 6,397 | $2.60M | 0.65% | −5,845−47.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,398 | $2.60M | 0.62% | +696+12.2% | Added |
| Optas, LLC | 6,412 | $2.61M | 0.67% | +458+7.7% | Added |
| Meridian Investment Counsel Inc. | 6,421 | $2.61M | 0.83% | +675+11.7% | Added |
| Greenwich Wealth Management LLC | 6,424 | $2.61M | 0.19% | +357+5.9% | Added |
| Aureus Asset Management, LLC | 6,428 | $2.61M | 0.18% | −125−1.9% | Reduced |
| Peachtree Investment Partners, LLC | 6,432 | $2.62M | 1.03% | −73−1.1% | Reduced |
| Thrive Wealth Management, LLC | 6,449 | $2.62M | 0.51% | +5+0.1% | Added |
| Trifecta Capital Advisors, LLC | 6,465 | $2.63M | 0.58% | −489−7.0% | Reduced |
| 1858 Wealth Management, LLC | 6,487 | $2.64M | 2.19% | −1,248−16.1% | Reduced |
| Lyell Wealth Management, LP | 6,494 | $2.64M | 0.25% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,504 | $2.65M | 1.50% | −186−2.8% | Reduced |
| Brave Asset Management Inc | 6,506 | $2.65M | 0.67% | −99−1.5% | Reduced |
| Pegasus Partners Ltd. | 6,529 | $2.66M | 0.27% | +1,077+19.8% | Added |
| Gladius Capital Management LP | 6,546 | $2.66M | 2.66% | +4,530+224.7% | Added |
| Newman Dignan & Sheerar, Inc. | 6,550 | $2.66M | 0.69% | −55−0.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,551 | $2.66M | 1.14% | +625+10.5% | Added |
| Greenup Street Wealth Management LLC | 6,552 | $2.67M | 0.63% | −11,799−64.3% | Reduced |
| Vista Investment Partners LLC | 6,577 | $2.68M | 0.90% | +63+1.0% | Added |
| Independent Family Office, LLC | 6,587 | $2.68M | 1.53% | −1,113−14.5% | Reduced |
| Davy Global Fund Management Ltd | 6,587 | $2.68M | 0.31% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 6,604 | $2.69M | 1.72% | +551+9.1% | Added |
| Lowe Brockenbrough & Co Inc | 6,612 | $2.69M | 0.18% | −172−2.5% | Reduced |