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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 8,430 | $3.43M | 2.32% | −350−4.0% | Reduced |
| Premier Path Wealth Partners, LLC | 8,460 | $3.44M | 0.59% | +72+0.9% | Added |
| Finivi Inc. | 8,478 | $3.45M | 2.86% | +195+2.4% | Added |
| Clarity Capital Advisors, LLC | 8,482 | $3.45M | 2.67% | +29+0.3% | Added |
| Triangle Securities Wealth Management | 8,491 | $3.45M | 0.98% | −541−6.0% | Reduced |
| Dynasty Wealth Management, LLC | 8,505 | $3.46M | 0.10% | −158−1.8% | Reduced |
| Pacific Center for Financial Services | 8,524 | $3.47M | 0.97% | +165+2.0% | Added |
| JSF Financial, LLC | 8,533 | $3.47M | 1.06% | −220−2.5% | Reduced |
| Ashford Capital Management Inc | 8,535 | $3.47M | 0.47% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,537 | $3.47M | 0.37% | +151+1.8% | Added |
| Long Island Wealth Management, Inc. | 8,552 | $3.48M | 2.45% | −88−1.0% | Reduced |
| Deltec Asset Management LLC | 8,578 | $3.49M | 0.67% | 00.0% | Unchanged |
| Gould Capital, LLC | 8,586 | $3.49M | 2.46% | −203−2.3% | Reduced |
| Crosspoint Financial, LLC | 8,605 | $3.50M | 14.29% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,609 | $3.50M | 1.08% | −51−0.6% | Reduced |
| First American Trust, FSB | 8,610 | $3.50M | 0.35% | −191−2.2% | Reduced |
| NTV Asset Management LLC | 8,627 | $3.51M | 0.50% | +321+3.9% | Added |
| Deane Retirement Strategies, Inc. | 8,643 | $3.51M | 1.80% | −97−1.1% | Reduced |
| Marcum Wealth, LLC | 8,639 | $3.51M | 0.35% | +323+3.9% | Added |
| Patten & Patten Inc | 8,641 | $3.52M | 0.25% | +1,091+14.5% | Added |
| Insight Advisors, LLC | 8,650 | $3.52M | 0.64% | +79+0.9% | Added |
| Prestige Wealth Management Group LLC | 8,671 | $3.53M | 0.76% | +4,457+105.8% | Added |
| Chicago Trust Co NA | 8,673 | $3.53M | 0.72% | −827−8.7% | Reduced |
| Ibex Wealth Advisors | 8,678 | $3.53M | 0.55% | +1,924+28.5% | Added |
| Weaver Capital Management LLC | 8,678 | $3.53M | 1.13% | +999+13.0% | Added |
| My Personal CFO, LLC | 8,698 | $3.54M | 1.89% | −21−0.2% | Reduced |
| Concord Asset Management, LLC | 8,698 | $3.54M | 0.88% | +1,173+15.6% | Added |
| RKL Wealth Management LLC | 8,712 | $3.54M | 0.34% | +20.0% | Added |
| Quadcap Wealth Management, LLC | 8,738 | $3.55M | 0.64% | +1,683+23.9% | Added |
| Bouchey Financial Group Ltd | 8,740 | $3.56M | 0.34% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 8,755 | $3.56M | 1.16% | +447+5.4% | Added |
| Chapin Davis, Inc. | 8,760 | $3.56M | 1.22% | −206−2.3% | Reduced |
| AXS Investments LLC | 8,781 | $3.57M | 1.00% | +7+0.1% | Added |
| Larson Financial Group LLC | 8,813 | $3.59M | 0.24% | +1,797+25.6% | Added |
| Patton Albertson Miller Group, LLC | 8,827 | $3.59M | 0.51% | +467+5.6% | Added |
| Chilton Capital Management LLC | 8,831 | $3.59M | 0.16% | +399+4.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,831 | $3.59M | 0.33% | −1,462−14.2% | Reduced |
| Orser Capital Management, LLC | 8,848 | $3.60M | 2.93% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 8,888 | $3.62M | 0.19% | −1,278−12.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,895 | $3.62M | 2.86% | −86−1.0% | Reduced |
| Garden State Investment Advisory Services LLC | 8,898 | $3.62M | 1.25% | +58+0.7% | Added |
| E Fund Management Co., Ltd. | 8,902 | $3.62M | 0.20% | +897+11.2% | Added |
| Waters Parkerson & Co., LLC | 8,906 | $3.62M | 0.19% | +624+7.5% | Added |
| Curbstone Financial Management Corp | 8,908 | $3.62M | 0.79% | −30−0.3% | Reduced |
| Chaney Capital Management, Inc. | 8,909 | $3.62M | 2.40% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8,918 | $3.63M | 0.90% | −141−1.6% | Reduced |
| Tyler-Stone Wealth Management | 8,918 | $3.63M | 1.50% | −85−0.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 8,942 | $3.64M | 1.68% | −396−4.2% | Reduced |
| Sentry Investment Management LLC | 8,960 | $3.65M | 1.62% | −1,835−17.0% | Reduced |
| GFG Capital, LLC | 8,963 | $3.65M | 0.99% | +868+10.7% | Added |
| BOK Financial Private Wealth, Inc. | 8,964 | $3.65M | 0.26% | −248−2.7% | Reduced |
| 180 Wealth Advisors, LLC | 8,715 | $3.65M | 0.60% | +1,301+17.5% | Added |
| Jupiter Wealth Management LLC | 8,332 | $3.65M | 1.94% | −562−6.3% | Reduced |
| Winthrop Advisory Group LLC | 8,985 | $3.65M | 0.50% | −207−2.3% | Reduced |
| Trust Co of Virginia | 8,986 | $3.66M | 0.35% | −13−0.1% | Reduced |
| GeoWealth Management, LLC | 8,986 | $3.66M | 0.16% | +1,521+20.4% | Added |
| KWMG, LLC | 9,008 | $3.66M | 0.40% | +9,008 | New |
| Wealth Alliance Advisory Group, LLC | 9,009 | $3.66M | 0.83% | +515+6.1% | Added |
| Balboa Wealth Partners | 9,024 | $3.67M | 0.97% | −51−0.6% | Reduced |
| Sonora Investment Management Group, LLC | 8,755 | $3.68M | 0.29% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 9,064 | $3.69M | 0.96% | +24+0.3% | Added |
| Norway Savings Bank | 9,069 | $3.69M | 2.10% | +162+1.8% | Added |
| Good Life Advisors, LLC | 9,078 | $3.69M | 0.30% | +3,805+72.2% | Added |
| Forte Capital LLC | 9,114 | $3.71M | 0.45% | −25−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 9,125 | $3.71M | 1.36% | +143+1.6% | Added |
| Alpha Omega Wealth Management LLC | 9,146 | $3.72M | 0.71% | +56+0.6% | Added |
| Adirondack Trust Co | 9,155 | $3.72M | 1.52% | −209−2.2% | Reduced |
| LPWM LLC | 9,114 | $3.73M | 1.29% | +10+0.1% | Added |
| Camden Capital, LLC | 9,178 | $3.73M | 0.30% | −402−4.2% | Reduced |
| Pullen Investment Management, LLC | 9,181 | $3.73M | 3.09% | −193−2.1% | Reduced |
| Everhart Financial Group, Inc. | 9,182 | $3.74M | 0.97% | +840+10.1% | Added |
| Smith, Moore & Co. | 9,205 | $3.74M | 0.39% | −375−3.9% | Reduced |
| Roman Butler Fullerton & Co | 9,052 | $3.75M | 1.21% | −22−0.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 9,211 | $3.75M | 0.93% | +307+3.4% | Added |
| BancorpSouth Bank | 9,216 | $3.75M | 0.28% | +634+7.4% | Added |
| Pinkerton Retirement Specialists, LLC | 9,216 | $3.75M | 0.58% | +533+6.1% | Added |
| Highline Wealth Partners LLC | 9,219 | $3.75M | 1.41% | +960+11.6% | Added |
| McIlrath & Eck, LLC | 9,228 | $3.75M | 0.56% | +615+7.1% | Added |
| Clark Capital Management Group, Inc. | 9,244 | $3.76M | 0.03% | −3,042−24.8% | Reduced |
| Catalyst Financial Partners LLC | 9,271 | $3.77M | 0.83% | +306+3.4% | Added |
| FSB Premier Wealth Management, Inc. | 9,288 | $3.78M | 1.71% | +2,474+36.3% | Added |
| Semmax Financial Advisors Inc. | 8,746 | $3.78M | 1.14% | −91−1.0% | Reduced |
| Kingfisher Capital LLC | 9,304 | $3.79M | 0.88% | −600−6.1% | Reduced |
| Moody National Bank Trust Division | 9,310 | $3.79M | 0.29% | +6,683+254.4% | Added |
| WealthTrust Axiom LLC | 9,313 | $3.79M | 1.26% | +15+0.2% | Added |
| Cypress Wealth Services, LLC | 9,321 | $3.79M | 0.84% | +139+1.5% | Added |
| Addison Advisors LLC | 9,341 | $3.80M | 1.23% | −66−0.7% | Reduced |
| Lodestar Private Asset Management LLC | 9,400 | $3.82M | 0.53% | −35−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 9,400 | $3.82M | 0.59% | +107+1.2% | Added |
| Resurgent Financial Advisors LLC | 9,409 | $3.83M | 2.38% | −1,000−9.6% | Reduced |
| Garde Capital, Inc. | 9,421 | $3.83M | 0.27% | −42−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,423 | $3.83M | 0.39% | +4,485+90.8% | Added |
| Prosperity Consulting Group, LLC | 9,442 | $3.84M | 0.52% | −536−5.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 9,452 | $3.85M | 0.40% | +40.0% | Added |
| Compass Financial Group, INC | 9,456 | $3.85M | 0.83% | +842+9.8% | Added |
| Callan Family Office, LLC | 9,460 | $3.85M | 0.74% | +2,466+35.3% | Added |
| Cumberland Partners Ltd | 9,465 | $3.85M | 0.28% | +121+1.3% | Added |
| San Luis Wealth Advisors LLC | 9,479 | $3.86M | 0.93% | +9,479 | New |
| Lantz Financial LLC | 9,479 | $3.86M | 1.20% | +64+0.7% | Added |
| Avitas Wealth Management LLC | 9,492 | $3.86M | 0.57% | +30+0.3% | Added |