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 |
|---|---|---|---|---|---|
| NRI Wealth Management LC | 7,466 | $3.04M | 2.35% | +343+4.8% | Added |
| Next Capital Management LLC | 7,471 | $3.04M | 1.28% | −856−10.3% | Reduced |
| Tufton Capital Management | 7,472 | $3.04M | 0.59% | −50−0.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,495 | $3.05M | 2.49% | +15+0.2% | Added |
| FORA Capital, LLC | 7,495 | $3.05M | 0.37% | +7,495 | New |
| Wealth Alliance | 7,496 | $3.05M | 0.39% | −151−2.0% | Reduced |
| Greater Midwest Financial Group, LLC | 6,960 | $3.05M | 1.93% | +664+10.5% | Added |
| Westshore Wealth, LLC | 7,513 | $3.06M | 1.27% | 00.0% | Unchanged |
| Vestor Capital, LLC | 7,538 | $3.07M | 0.25% | +581+8.4% | Added |
| First Personal Financial Services | 7,545 | $3.07M | 0.69% | +1,891+33.4% | Added |
| Inscription Capital, LLC | 7,553 | $3.07M | 0.49% | +606+8.7% | Added |
| Bath Savings Trust Co | 7,563 | $3.08M | 0.33% | −600−7.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,564 | $3.08M | 0.49% | +10+0.1% | Added |
| Paragon Private Wealth Management, LLC | 7,585 | $3.09M | 1.74% | +274+3.7% | Added |
| Nixon Peabody Trust Co | 7,647 | $3.11M | 0.28% | −91−1.2% | Reduced |
| Community Financial Services Group, LLC | 7,649 | $3.11M | 0.67% | −840−9.9% | Reduced |
| Cortland Associates Inc | 7,665 | $3.12M | 0.39% | +194+2.6% | Added |
| Wilkinson Global Asset Management LLC | 7,668 | $3.12M | 0.20% | −40−0.5% | Reduced |
| Hikari Power Ltd | 7,670 | $3.12M | 0.28% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,670 | $3.12M | 0.45% | +16+0.2% | Added |
| Stevens Capital Management LP | 7,685 | $3.13M | 1.06% | +6,517+558.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,685 | $3.13M | 0.97% | +7,685 | New |
| Relyea Zuckerberg Hanson LLC | 7,687 | $3.13M | 0.52% | +280+3.8% | Added |
| MCF Advisors LLC | 7,707 | $3.14M | 0.24% | +419+5.7% | Added |
| Calton & Associates, Inc. | 7,712 | $3.14M | 1.57% | −216−2.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,719 | $3.14M | 1.08% | +387+5.3% | Added |
| Catalina Capital Group, LLC | 7,724 | $3.14M | 1.20% | +76+1.0% | Added |
| Evermay Wealth Management LLC | 7,730 | $3.14M | 0.50% | +17+0.2% | Added |
| Rebalance, LLC | 7,745 | $3.15M | 0.25% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,760 | $3.16M | 0.35% | +59+0.8% | Added |
| Legacy Private Trust Co. | 7,762 | $3.16M | 0.22% | +160+2.1% | Added |
| Verus Capital Partners, LLC | 7,782 | $3.17M | 0.33% | −38−0.5% | Reduced |
| Sage Advisors, LLC | 7,788 | $3.17M | 2.58% | +305+4.1% | Added |
| Capital Planning Advisors, LLC | 7,794 | $3.17M | 0.54% | −328−4.0% | Reduced |
| Edgestream Partners, L.P. | 7,802 | $3.17M | 0.15% | +2,534+48.1% | Added |
| Gray Wealth Management Inc. | 7,804 | $3.17M | 1.37% | +364+4.9% | Added |
| Redhawk Wealth Advisors, Inc. | 7,821 | $3.18M | 0.49% | −208−2.6% | Reduced |
| Cadent Capital Advisors, LLC | 7,826 | $3.18M | 1.29% | −100−1.3% | Reduced |
| WFA of San Diego, LLC | 7,829 | $3.18M | 2.85% | +7,829 | New |
| Guidance Capital, Inc | 7,265 | $3.19M | 1.04% | +274+3.9% | Added |
| LaFleur & Godfrey LLC | 7,838 | $3.19M | 0.47% | −37−0.5% | Reduced |
| New England Research & Management, Inc. | 7,845 | $3.19M | 1.53% | −40−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 7,850 | $3.19M | 0.35% | −5,698−42.1% | Reduced |
| Capitol Family Office, Inc. | 7,860 | $3.20M | 4.28% | −634−7.5% | Reduced |
| Twin Lakes Capital Management, LLC | 7,872 | $3.20M | 2.19% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 7,885 | $3.21M | 0.62% | +3,406+76.0% | Added |
| Wynn Capital, LLC | 7,900 | $3.21M | 2.38% | +173+2.2% | Added |
| E&G Advisors, LP | 7,906 | $3.22M | 0.95% | +203+2.6% | Added |
| Capital Investment Counsel, LLC | 7,912 | $3.22M | 0.63% | +5,886+290.5% | Added |
| Aufman Associates Inc | 7,916 | $3.22M | 2.29% | +126+1.6% | Added |
| Windsor Advisory Group, LLC | 7,943 | $3.23M | 6.48% | +73+0.9% | Added |
| Sentry LLC | 7,948 | $3.23M | 0.60% | −46−0.6% | Reduced |
| Childress Capital Advisors, LLC | 7,966 | $3.24M | 0.91% | +339+4.4% | Added |
| Oak Grove Capital LLC | 7,985 | $3.25M | 0.83% | −15−0.2% | Reduced |
| Versant Capital Management, Inc | 7,992 | $3.25M | 0.82% | +492+6.6% | Added |
| GSG Advisors LLC | 8,024 | $3.25M | 1.15% | −44−0.5% | Reduced |
| Klingman & Associates, LLC | 8,034 | $3.27M | 0.22% | −769−8.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 8,064 | $3.28M | 2.04% | +289+3.7% | Added |
| Cable Hill Partners, LLC | 8,068 | $3.28M | 0.36% | +8,068 | New |
| Van Cleef Asset Management,Inc | 8,069 | $3.28M | 0.41% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 8,072 | $3.28M | 2.51% | +175+2.2% | Added |
| Wimmer Associates 1, LLC | 8,082 | $3.29M | 1.69% | +155+2.0% | Added |
| LWM Advisory Services, LLC | 8,093 | $3.29M | 2.78% | −811−9.1% | Reduced |
| Diversify Advisory Services, LLC | 8,022 | $3.29M | 0.18% | +181+2.3% | Added |
| Gradient Capital Advisors, LLC | 8,102 | $3.30M | 1.18% | +130+1.6% | Added |
| Private Capital Management LLC | 8,107 | $3.30M | 0.66% | +183+2.3% | Added |
| Journey Advisory Group, LLC | 8,118 | $3.30M | 0.39% | −173−2.1% | Reduced |
| McAlister, Sweet & Associates, Inc. | 8,119 | $3.30M | 2.37% | −487−5.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,119 | $3.30M | 2.18% | −10−0.1% | Reduced |
| Dimension Capital Management LLC | 8,149 | $3.32M | 0.67% | −30.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 8,159 | $3.32M | 1.12% | +40.0% | Added |
| Alesco Advisors LLC | 8,165 | $3.32M | 0.11% | +5+0.1% | Added |
| Prairiewood Capital, LLC | 8,166 | $3.32M | 1.58% | 00.0% | Unchanged |
| VeraBank, N.A. | 8,185 | $3.33M | 1.03% | −40−0.5% | Reduced |
| Kaye Capital Management | 8,192 | $3.33M | 1.40% | −25−0.3% | Reduced |
| National Wealth Management Group, LLC | 8,200 | $3.34M | 2.54% | +1,178+16.8% | Added |
| Provenance Wealth Advisors, LLC | 8,208 | $3.34M | 0.47% | −10−0.1% | Reduced |
| KKM Financial LLC | 8,202 | $3.34M | 1.58% | +60+0.7% | Added |
| Beach Investment Counsel Inc | 8,217 | $3.34M | 0.41% | −6,581−44.5% | Reduced |
| Hardin Capital Partners, LLC | 8,218 | $3.34M | 2.18% | +8,218 | New |
| HF Advisory Group, LLC | 8,231 | $3.35M | 1.73% | +1,170+16.6% | Added |
| Sterling Investment Advisors, Ltd. | 8,233 | $3.35M | 0.91% | −20−0.2% | Reduced |
| Freedom Day Solutions, LLC | 8,246 | $3.35M | 1.13% | +280+3.5% | Added |
| RMR Wealth Builders | 8,267 | $3.36M | 0.39% | −67−0.8% | Reduced |
| Aull & Monroe Investment Management Corp | 8,287 | $3.37M | 1.65% | −1,083−11.6% | Reduced |
| HBW Advisory Services LLC | 8,294 | $3.37M | 0.56% | +733+9.7% | Added |
| Southland Equity Partners LLC | 8,299 | $3.38M | 0.96% | +278+3.5% | Added |
| General Partner, Inc. | 8,305 | $3.38M | 2.16% | +114+1.4% | Added |
| BCGM Wealth Management, LLC | 8,307 | $3.38M | 1.17% | +37+0.4% | Added |
| Lodestone Wealth Management LLC | 8,315 | $3.38M | 1.80% | −116−1.4% | Reduced |
| Teamwork Financial Advisors, LLC | 8,319 | $3.38M | 0.50% | −4,375−34.5% | Reduced |
| Strategic Investment Solutions, Inc. | 7,996 | $3.39M | 1.09% | +7,996 | New |
| Vance Wealth, Inc. | 8,338 | $3.39M | 1.39% | +33+0.4% | Added |
| ZWJ Investment Counsel Inc | 8,348 | $3.40M | 0.15% | −224−2.6% | Reduced |
| Modern Wealth Management, LLC | 8,359 | $3.40M | 0.25% | +387+4.9% | Added |
| Rede Wealth, LLC | 8,362 | $3.40M | 3.13% | −208−2.4% | Reduced |
| Aurora Private Wealth, Inc. | 8,387 | $3.41M | 2.99% | +14+0.2% | Added |
| CTC Alternative Strategies, Ltd. | 8,400 | $3.42M | 1.45% | +8,400 | New |
| Hartford Financial Management Inc. | 8,410 | $3.42M | 0.73% | −312−3.6% | Reduced |
| Western Pacific Wealth Management, LP | 8,424 | $3.43M | 2.59% | +175+2.1% | Added |