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 |
|---|---|---|---|---|---|
| Skyline Advisors, Inc. | 9,496 | $3.86M | 1.68% | −287−2.9% | Reduced |
| Leonteq Securities AG | 9,514 | $3.87M | 0.54% | +139+1.5% | Added |
| Grant/GrossMendelsohn, LLC | 9,529 | $3.88M | 1.77% | −2,639−21.7% | Reduced |
| Conway Capital Management, Inc. | 9,530 | $3.88M | 1.95% | −45−0.5% | Reduced |
| Professional Financial Advisors, LLC | 9,547 | $3.88M | 1.07% | +85+0.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,550 | $3.88M | 2.49% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,568 | $3.89M | 0.16% | +261+2.8% | Added |
| Pring Turner Capital Group Inc | 9,578 | $3.90M | 2.72% | −107−1.1% | Reduced |
| Auto-Owners Insurance Co | 9,580 | $3.90M | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 9,580 | $3.90M | 0.17% | +285+3.1% | Added |
| Herbst Group, LLC | 9,581 | $3.90M | 2.37% | −255−2.6% | Reduced |
| Traphagen Investment Advisors LLC | 9,587 | $3.90M | 0.42% | −39−0.4% | Reduced |
| Oakworth Capital, Inc. | 9,592 | $3.90M | 0.29% | −405−4.1% | Reduced |
| Taylor Financial Group, Inc. | 9,593 | $3.90M | 3.00% | 00.0% | Unchanged |
| American Money Management, LLC | 9,637 | $3.92M | 0.84% | −1,979−17.0% | Reduced |
| Skopos Labs, Inc. | 9,330 | $3.92M | 1.69% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,639 | $3.92M | 0.43% | +2,207+29.7% | Added |
| Banco BTG Pactual S.A. | 8,954 | $3.93M | 1.00% | +2,085+30.4% | Added |
| Modus Advisors, LLC | 9,662 | $3.93M | 1.39% | +300+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 9,681 | $3.94M | 1.61% | −5,562−36.5% | Reduced |
| Drucker Wealth 3.0, LLC | 9,687 | $3.94M | 1.05% | +9,687 | New |
| RiverFront Investment Group, LLC | 9,696 | $3.94M | 0.11% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 9,702 | $3.95M | 1.05% | +46+0.5% | Added |
| Nottingham Advisors, Inc. | 9,713 | $3.95M | 0.47% | 00.0% | Unchanged |
| NVWM, LLC | 9,729 | $3.96M | 1.05% | −40.0% | Reduced |
| NorthStar Asset Management LLC | 9,730 | $3.96M | 2.74% | +47+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 9,745 | $3.96M | 1.29% | −75−0.8% | Reduced |
| Mengis Capital Management, Inc. | 9,746 | $3.96M | 0.80% | −370−3.7% | Reduced |
| J. Stern & Co. LLP | 9,755 | $3.97M | 0.47% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,771 | $3.97M | 0.36% | −32−0.3% | Reduced |
| Angeles Wealth Management, LLC | 9,783 | $3.98M | 0.37% | +1,505+18.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,789 | $3.98M | 0.57% | −17−0.2% | Reduced |
| Islay Capital Management, LLC | 9,810 | $3.99M | 2.87% | +21+0.2% | Added |
| Essex Savings Bank | 9,825 | $4.00M | 1.08% | +245+2.6% | Added |
| Sunbelt Securities, Inc. | 9,826 | $4.00M | 0.41% | +263+2.8% | Added |
| McKinley Capital Management LLC /Delaware | 9,830 | $4.00M | 0.70% | −1,330−11.9% | Reduced |
| Rocky Mountain Advisers, LLC | 9,832 | $4.00M | 1.34% | +1,350+15.9% | Added |
| Pine Haven Investment Counsel, Inc | 9,864 | $4.01M | 3.45% | +10+0.1% | Added |
| Marino, Stram & Associates LLC | 9,880 | $4.02M | 0.98% | +98+1.0% | Added |
| Acropolis Investment Management, LLC | 9,893 | $4.02M | 0.25% | +397+4.2% | Added |
| TrinityPoint Wealth, LLC | 9,912 | $4.03M | 0.63% | +2,076+26.5% | Added |
| Meiji Yasuda Life Insurance Co | 9,939 | $4.04M | 0.08% | −326−3.2% | Reduced |
| Papp L Roy & Associates | 9,940 | $4.04M | 0.49% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 9,953 | $4.05M | 1.95% | −30.0% | Reduced |
| Sax Wealth Advisors, LLC | 9,957 | $4.05M | 0.39% | +9,957 | New |
| Washington Trust Bank | 9,959 | $4.05M | 0.40% | −90−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 10,008 | $4.07M | 1.01% | +104+1.1% | Added |
| First City Capital Management, Inc. | 10,017 | $4.07M | 2.29% | +73+0.7% | Added |
| Rockingstone Advisors LLC | 10,036 | $4.08M | 2.10% | +79+0.8% | Added |
| Red Mountain Financial, LLC | 10,039 | $4.08M | 4.92% | +10,039 | New |
| First National Advisers, LLC | 10,042 | $4.09M | 0.75% | −20,028−66.6% | Reduced |
| Concord Wealth Partners | 10,076 | $4.10M | 0.72% | +394+4.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 10,084 | $4.10M | 0.11% | +10,084 | New |
| Capital Advantage, Inc. | 10,054 | $4.11M | 0.84% | +50.0% | Added |
| Bill Few Associates, Inc. | 10,122 | $4.12M | 1.58% | +85+0.8% | Added |
| Financial Engines Advisors L.L.C. | 10,135 | $4.12M | 0.01% | −1,688−14.3% | Reduced |
| Legacy Financial Strategies, LLC | 10,186 | $4.13M | 0.99% | +145+1.4% | Added |
| Alexander Labrunerie & Co., Inc. | 10,187 | $4.14M | 2.23% | +77+0.8% | Added |
| LBMC Investment Advisors, LLC | 10,201 | $4.15M | 0.36% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 10,205 | $4.15M | 0.75% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 10,226 | $4.16M | 3.39% | −56−0.5% | Reduced |
| SNS Financial Group, LLC | 10,236 | $4.16M | 0.45% | +2,680+35.5% | Added |
| Graham Capital Management, L.P. | 10,282 | $4.18M | 0.14% | +10,282 | New |
| Rossmore Private Capital | 10,294 | $4.19M | 0.55% | −158−1.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 10,297 | $4.19M | 0.49% | +7,143+226.5% | Added |
| Soltis Investment Advisors LLC | 10,299 | $4.19M | 0.44% | +617+6.4% | Added |
| Hixon Zuercher, LLC | 10,334 | $4.20M | 1.77% | −201−1.9% | Reduced |
| First Citizens Financial Corp | 10,353 | $4.21M | 2.49% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 10,353 | $4.21M | 0.44% | +1,493+16.9% | Added |
| Valley National Advisers Inc | 10,357 | $4.21M | 0.63% | +48+0.5% | Added |
| Compton Wealth Advisory Group, LLC | 10,368 | $4.22M | 1.12% | +1,255+13.8% | Added |
| Flagstone Financial Management | 10,370 | $4.22M | 1.57% | −81−0.8% | Reduced |
| X-Square Capital, LLC | 10,374 | $4.22M | 1.96% | +45+0.4% | Added |
| Lathrop Investment Management Corp | 10,382 | $4.22M | 0.83% | −26−0.2% | Reduced |
| Truepoint, Inc. | 5,878 | $4.23M | 0.12% | +697+13.5% | Added |
| Parisi Gray Wealth Management | 10,410 | $4.23M | 1.52% | +106+1.0% | Added |
| Sumitomo Life Insurance Co | 10,414 | $4.24M | 0.10% | −1,362−11.6% | Reduced |
| Avaii Wealth Management, LLC | 10,430 | $4.24M | 2.35% | +1,921+22.6% | Added |
| Smith & Howard Wealth Management, LLC | 10,437 | $4.25M | 1.27% | −268−2.5% | Reduced |
| Dudley Capital Management, LLC | 10,458 | $4.25M | 2.38% | +410+4.1% | Added |
| Focused Wealth Management, Inc | 10,461 | $4.26M | 0.63% | −81−0.8% | Reduced |
| Advisory Alpha, LLC | 10,463 | $4.26M | 0.17% | +547+5.5% | Added |
| IMS Capital Management | 9,499 | $4.26M | 1.98% | +369+4.0% | Added |
| MBL Wealth, LLC | 10,486 | $4.27M | 0.48% | −41−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,488 | $4.27M | 2.85% | +90+0.9% | Added |
| Legacy Financial Group LLC | 10,495 | $4.27M | 0.84% | +63+0.6% | Added |
| Cohen & Steers, Inc. | 10,507 | $4.27M | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 9,694 | $4.28M | 1.32% | +171+1.8% | Added |
| CRA Financial Services, LLC | 10,533 | $4.28M | 0.86% | +75+0.7% | Added |
| Johnson Bixby & Associates, LLC | 10,538 | $4.29M | 0.72% | +163+1.6% | Added |
| Capital Wealth Alliance, LLC | 10,567 | $4.30M | 2.45% | +1,097+11.6% | Added |
| Formidable Asset Management, LLC | 10,600 | $4.31M | 0.70% | +74+0.7% | Added |
| Trust Co | 10,608 | $4.32M | 0.56% | −331−3.0% | Reduced |
| Epiq Partners, LLC | 10,630 | $4.32M | 2.93% | −15−0.1% | Reduced |
| America First Investment Advisors, LLC | 10,645 | $4.33M | 1.07% | −25−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,658 | $4.34M | 0.78% | −188−1.7% | Reduced |
| AdvisorNet Financial, Inc | 10,699 | $4.35M | 0.40% | +168+1.6% | Added |
| QV Investors Inc. | 10,706 | $4.36M | 0.41% | +50+0.5% | Added |
| Institute for Wealth Management, LLC. | 10,716 | $4.36M | 0.58% | −186−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 10,735 | $4.37M | 1.94% | −60−0.6% | Reduced |