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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 6,620 | $2.69M | 0.02% | +200+3.1% | Added |
| Atlas Brown,Inc. | 6,624 | $2.69M | 0.97% | +27+0.4% | Added |
| Verdad Advisers, LP | 6,628 | $2.70M | 3.11% | +2,689+68.3% | Added |
| Magnolia Capital Management Ltd | 6,631 | $2.70M | 2.26% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 6,666 | $2.71M | 1.54% | −13−0.2% | Reduced |
| Camelot Portfolios, LLC | 6,669 | $2.71M | 1.54% | +5,414+431.4% | Added |
| Legato Capital Management LLC | 6,685 | $2.72M | 0.37% | −3,064−31.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,691 | $2.72M | 0.94% | +168+2.6% | Added |
| Canandaigua National Bank & Trust Co | 6,696 | $2.72M | 0.30% | −128−1.9% | Reduced |
| Altrius Capital Management Inc | 6,731 | $2.74M | 0.72% | −65−1.0% | Reduced |
| Jag Capital Management, LLC | 6,747 | $2.74M | 0.38% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 6,748 | $2.75M | 1.82% | +23+0.3% | Added |
| Prentiss Smith & Co Inc | 6,755 | $2.75M | 1.92% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,766 | $2.75M | 0.68% | −1,381−17.0% | Reduced |
| Hiley Hunt Wealth Management | 6,774 | $2.76M | 1.70% | −352−4.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,779 | $2.76M | 0.63% | +49+0.7% | Added |
| Intellectus Partners, LLC | 6,788 | $2.76M | 0.75% | −787−10.4% | Reduced |
| Employees Retirement System of Texas | 6,790 | $2.76M | 0.03% | −5,650−45.4% | Reduced |
| Guardian Investment Management | 6,790 | $2.76M | 2.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 6,799 | $2.77M | 0.90% | +18+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,803 | $2.77M | 1.59% | −71−1.0% | Reduced |
| Financial Partners Group, Inc | 6,804 | $2.77M | 0.44% | +31+0.5% | Added |
| Coastal Bridge Advisors, LLC | 6,812 | $2.77M | 0.69% | +63+0.9% | Added |
| REDW Wealth LLC | 6,818 | $2.77M | 0.73% | +7+0.1% | Added |
| Trust Co of Oklahoma | 6,837 | $2.78M | 0.98% | −79−1.1% | Reduced |
| Peoples Financial Services Corp. | 6,849 | $2.79M | 1.26% | −184−2.6% | Reduced |
| Weatherly Asset Management L. P. | 6,870 | $2.79M | 0.26% | +205+3.1% | Added |
| JB Capital LLC | 6,882 | $2.80M | 0.18% | +1,818+35.9% | Added |
| Townsend Asset Management Corp | 6,883 | $2.80M | 1.09% | −5−0.1% | Reduced |
| Cahaba Wealth Management, Inc. | 6,889 | $2.80M | 0.25% | −99−1.4% | Reduced |
| Alta Wealth Advisors LLC | 6,892 | $2.80M | 1.40% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,900 | $2.81M | 1.02% | −180−2.5% | Reduced |
| BIP Wealth, LLC | 6,905 | $2.81M | 0.23% | −15−0.2% | Reduced |
| Allen Operations LLC | 6,906 | $2.81M | 0.55% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 6,913 | $2.81M | 1.97% | +9+0.1% | Added |
| Lantern Wealth Advisors, LLC | 6,921 | $2.82M | 2.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,924 | $2.82M | 1.66% | +8+0.1% | Added |
| Kesler, Norman & Wride, LLC | 6,937 | $2.82M | 0.60% | +1,487+27.3% | Added |
| Gemmer Asset Management LLC | 6,942 | $2.82M | 0.30% | +2,305+49.7% | Added |
| Fairhaven Wealth Management, LLC | 6,955 | $2.83M | 0.94% | −20−0.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,975 | $2.84M | 1.27% | −159−2.2% | Reduced |
| Keystone Financial Services | 6,981 | $2.84M | 1.18% | +389+5.9% | Added |
| Callan Capital, LLC | 6,981 | $2.84M | 0.23% | +3,001+75.4% | Added |
| Founders Financial Securities LLC | 7,000 | $2.85M | 0.27% | +1,010+16.9% | Added |
| Stevard, LLC | 7,004 | $2.85M | 2.46% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 7,013 | $2.85M | 2.23% | +376+5.7% | Added |
| Motco | 7,027 | $2.86M | 0.17% | +225+3.3% | Added |
| Augustine Asset Management Inc | 7,043 | $2.87M | 1.11% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 7,044 | $2.87M | 0.21% | +112+1.6% | Added |
| Lester Murray Antman dba SimplyRich | 7,087 | $2.88M | 0.91% | −45−0.6% | Reduced |
| James Hambro & Partners | 7,082 | $2.88M | 0.13% | +71+1.0% | Added |
| Tilia Fiduciary Partners, Inc. | 7,087 | $2.88M | 2.25% | +560+8.6% | Added |
| Asset Management Group, Inc. | 7,095 | $2.89M | 0.54% | +62+0.9% | Added |
| SevenBridge Financial Group, LLC | 6,843 | $2.89M | 0.64% | +10+0.1% | Added |
| Portside Wealth Group, LLC | 7,106 | $2.89M | 0.55% | +6+0.1% | Added |
| Balyasny Asset Management LLC | 7,112 | $2.89M | 0.01% | +2,972+71.8% | Added |
| Holderness Investments Co | 7,121 | $2.90M | 0.68% | −30−0.4% | Reduced |
| SOL Capital Management CO | 7,127 | $2.90M | 0.35% | −167−2.3% | Reduced |
| EPG Wealth Management LLC | 0 | $2.90M | 0.68% | −7,046−100.0% | Reduced |
| Mirabella Financial Services LLP | 7,140 | $2.90M | 0.21% | +6,291+741.0% | Added |
| KLCM Advisors, Inc. | 7,142 | $2.91M | 0.36% | +49+0.7% | Added |
| MGB Wealth Management, LLC | 6,916 | $2.91M | 1.09% | +310+4.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,162 | $2.91M | 1.63% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,176 | $2.92M | 0.44% | −68−0.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,182 | $2.92M | 0.70% | +155+2.2% | Added |
| Clare Market Investments LLC | 7,186 | $2.92M | 0.82% | +100+1.4% | Added |
| Hourglass Capital, LLC | 7,225 | $2.94M | 0.87% | −38−0.5% | Reduced |
| Palumbo Wealth Management LLC | 7,232 | $2.94M | 1.24% | +1,369+23.3% | Added |
| IPG Investment Advisors LLC | 7,245 | $2.95M | 0.64% | +237+3.4% | Added |
| Field & Main Bank | 7,247 | $2.95M | 1.10% | +59+0.8% | Added |
| Black Swift Group, LLC | 7,250 | $2.95M | 0.68% | −1,500−17.1% | Reduced |
| Samalin Investment Counsel, LLC | 7,254 | $2.95M | 1.38% | +149+2.1% | Added |
| LongView Wealth Management | 7,272 | $2.96M | 1.09% | −94−1.3% | Reduced |
| Fiducient Advisors LLC | 7,276 | $2.96M | 0.41% | −1,448−16.6% | Reduced |
| Voya Financial Advisors, Inc. | 7,269 | $2.97M | 0.34% | +457+6.7% | Added |
| Smith Anglin Financial, LLC | 7,291 | $2.97M | 0.30% | +41+0.6% | Added |
| Orca Investment Management, LLC | 7,293 | $2.97M | 2.83% | +63+0.9% | Added |
| LRI Investments, LLC | 7,295 | $2.97M | 0.34% | +5,019+220.5% | Added |
| David R. Rahn & Associates Inc. | 7,296 | $2.97M | 0.94% | −24−0.3% | Reduced |
| Planning Center, Inc. | 7,296 | $2.97M | 0.39% | +322+4.6% | Added |
| CFM Wealth Partners LLC | 7,306 | $2.97M | 0.55% | +202+2.8% | Added |
| Sand Hill Global Advisors, LLC | 7,308 | $2.97M | 0.14% | +2,857+64.2% | Added |
| Lederer & Associates Investment Counsel | 7,308 | $2.97M | 2.15% | −10.0% | Reduced |
| Bey-Douglas LLC | 7,324 | $2.98M | 2.76% | +73+1.0% | Added |
| Nikulski Financial, Inc. | 7,327 | $2.98M | 0.95% | −17−0.2% | Reduced |
| Vista Wealth Management Group, LLC | 7,356 | $2.99M | 0.22% | +358+5.1% | Added |
| Roof Eidam & Maycock | 7,376 | $3.00M | 0.81% | 00.0% | Unchanged |
| Delphi Management Inc | 7,387 | $3.00M | 2.45% | −692−8.6% | Reduced |
| Horizon Investments, LLC | 7,393 | $3.01M | 0.08% | −22,075−74.9% | Reduced |
| Peterson Wealth Management | 7,409 | $3.01M | 1.86% | +2,734+58.5% | Added |
| Morse Asset Management, Inc | 7,422 | $3.02M | 0.73% | +6,700+928.0% | Added |
| Adamsbrown Wealth Consultants LLC | 7,425 | $3.02M | 1.18% | +119+1.6% | Added |
| Aviso Wealth Management | 7,427 | $3.02M | 1.79% | +31+0.4% | Added |
| Concentrum Wealth Management | 7,432 | $3.02M | 1.27% | +1,696+29.6% | Added |
| St. Louis Trust Co | 7,438 | $3.03M | 0.46% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,445 | $3.03M | 1.05% | +2,326+45.4% | Added |
| Gibson Capital, LLC | 7,448 | $3.03M | 0.67% | −398−5.1% | Reduced |
| CMG Global Holdings, LLC | 7,453 | $3.03M | 2.00% | +69+0.9% | Added |
| Invst, LLC | 7,491 | $3.04M | 0.33% | +644+9.4% | Added |
| Mad River Investors | 7,463 | $3.04M | 2.04% | −350−4.5% | Reduced |