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 |
|---|---|---|---|---|---|
| Laurion Capital Management LP | 10,743 | $4.37M | 0.14% | +10,743 | New |
| Allred Capital Management, LLC | 10,746 | $4.37M | 1.68% | +86+0.8% | Added |
| Gs Investments, Inc. | 10,762 | $4.38M | 2.07% | −65−0.6% | Reduced |
| Delta Financial Advisors LLC | 10,773 | $4.38M | 1.70% | −100−0.9% | Reduced |
| Dorchester Wealth Management Co | 10,780 | $4.39M | 0.85% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 10,784 | $4.39M | 3.81% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 10,792 | $4.39M | 2.26% | +175+1.6% | Added |
| Sterling Investment Counsel, LLC | 10,807 | $4.40M | 1.73% | +601+5.9% | Added |
| Keel Point, LLC | 10,187 | $4.40M | 0.40% | +3,490+52.1% | Added |
| Youngs Advisory Group, Inc. | 10,844 | $4.41M | 1.94% | −12−0.1% | Reduced |
| Priebe Wealth Holdings LLC | 10,852 | $4.41M | 3.50% | −26−0.2% | Reduced |
| Investment Management Associates Inc | 10,872 | $4.42M | 1.52% | −24−0.2% | Reduced |
| Compass Ion Advisors, LLC | 10,525 | $4.43M | 0.63% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 10,881 | $4.43M | 1.03% | −1,011−8.5% | Reduced |
| Ellsworth Advisors, LLC | 10,912 | $4.44M | 1.24% | +51+0.5% | Added |
| HCR Wealth Advisors | 10,922 | $4.44M | 0.63% | −46−0.4% | Reduced |
| AIMZ Investment Advisors, LLC | 10,927 | $4.45M | 1.59% | −160−1.4% | Reduced |
| Heartland Advisors Inc | 10,937 | $4.45M | 0.25% | −180−1.6% | Reduced |
| Curtis Advisory Group, LLC | 10,972 | $4.46M | 1.57% | −30−0.3% | Reduced |
| BigSur Wealth Management LLC | 10,985 | $4.47M | 1.37% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10,993 | $4.47M | 0.47% | +2,468+29.0% | Added |
| Bislett Management, LLC | 11,000 | $4.47M | 3.22% | 00.0% | Unchanged |
| Napatree Capital LLC | 11,011 | $4.48M | 3.63% | +11,011 | New |
| Analyst IMS Investment Management Services Ltd. | 11,053 | $4.50M | 0.18% | +2,341+26.9% | Added |
| Perpetual Ltd | 11,069 | $4.50M | 0.05% | +7,696+228.2% | Added |
| Oak Family Advisors, LLC | 11,102 | $4.52M | 1.72% | −76−0.7% | Reduced |
| Diversify Wealth Management, LLC | 10,923 | $4.52M | 0.56% | +10,923 | New |
| Griffin Asset Management, Inc. | 11,114 | $4.52M | 0.52% | −125−1.1% | Reduced |
| Gallacher Capital Management LLC | 11,121 | $4.52M | 2.38% | −105−0.9% | Reduced |
| Archford Capital Strategies, LLC | 11,156 | $4.54M | 0.74% | −614−5.2% | Reduced |
| Ballast Advisors LLC | 11,161 | $4.54M | 1.44% | +413+3.8% | Added |
| J. W. Coons Advisors, LLC | 11,236 | $4.57M | 1.11% | −35−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,250 | $4.58M | 1.41% | −4,000−26.2% | Reduced |
| Greytown Advisors Inc. | 11,254 | $4.58M | 2.69% | −6,240−35.7% | Reduced |
| Quotient Wealth Partners, LLC | 11,262 | $4.58M | 0.16% | −3,613−24.3% | Reduced |
| Midland Wealth Advisors LLC | 11,305 | $4.60M | 0.27% | −713−5.9% | Reduced |
| Eagle Capital Management, LLC | 11,310 | $4.60M | 2.03% | +68+0.6% | Added |
| Sloy Dahl & Holst, LLC | 11,328 | $4.61M | 0.97% | −273−2.4% | Reduced |
| Webster Bank, N. A. | 11,346 | $4.62M | 0.51% | +100+0.9% | Added |
| Fiera Capital Corp | 11,349 | $4.62M | 0.01% | −222−1.9% | Reduced |
| Dash Acquisitions Inc. | 10,365 | $4.62M | 1.26% | −65−0.6% | Reduced |
| First National Bank Sioux Falls | 11,383 | $4.63M | 2.40% | +87+0.8% | Added |
| Central Pacific Bank - Trust Division | 11,399 | $4.64M | 0.55% | −306−2.6% | Reduced |
| Sivia Capital Partners, LLC | 11,412 | $4.64M | 3.10% | −1,715−13.1% | Reduced |
| Aire Advisors, LLC | 11,436 | $4.65M | 1.06% | −641−5.3% | Reduced |
| Ashton Thomas Securities, LLC | 11,337 | $4.65M | 1.13% | +11,337 | New |
| Investment House LLC | 11,443 | $4.66M | 0.27% | −275−2.3% | Reduced |
| CIC Wealth, LLC | 11,446 | $4.66M | 1.28% | −416−3.5% | Reduced |
| StoneX Group Inc. | 11,464 | $4.66M | 0.37% | +331+3.0% | Added |
| Easterly Investment Partners LLC | 11,466 | $4.66M | 0.41% | +8,324+264.9% | Added |
| Crewe Advisors LLC | 11,500 | $4.68M | 0.52% | −347−2.9% | Reduced |
| Bellecapital International Ltd. | 11,509 | $4.68M | 0.99% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 11,557 | $4.70M | 3.50% | +245+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 11,574 | $4.71M | 0.16% | +11+0.1% | Added |
| WMS Partners, LLC | 11,582 | $4.71M | 0.30% | +411+3.7% | Added |
| SMART Wealth LLC | 11,583 | $4.71M | 1.91% | +622+5.7% | Added |
| XXEC, Inc. | 11,585 | $4.71M | 3.64% | −94−0.8% | Reduced |
| Trust Co of the South | 11,622 | $4.73M | 1.12% | +42+0.4% | Added |
| Capital City Trust Co | 11,637 | $4.73M | 1.29% | −211−1.8% | Reduced |
| Erste Asset Management GmbH | 11,554 | $4.74M | 0.06% | +11,079+2,332.4% | Added |
| Reynders McVeigh Capital Management, LLC | 11,696 | $4.76M | 0.27% | +590+5.3% | Added |
| Blume Capital Management, Inc. | 11,750 | $4.78M | 1.16% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 11,755 | $4.78M | 2.76% | 00.0% | Unchanged |
| Hilltop National Bank | 11,764 | $4.79M | 1.54% | +205+1.8% | Added |
| Core Wealth Partners LLC | 11,777 | $4.79M | 3.27% | +356+3.1% | Added |
| Consolidated Planning Corp | 11,798 | $4.80M | 0.79% | +597+5.3% | Added |
| Symphony Financial, Ltd. Co. | 11,771 | $4.80M | 0.88% | +4,961+72.8% | Added |
| Cape Cod Five Cents Savings Bank | 11,807 | $4.80M | 0.46% | −8,246−41.1% | Reduced |
| Pensionmark Financial Group, LLC | 11,814 | $4.81M | 0.30% | +2,930+33.0% | Added |
| Vickerman Investment Advisors, Inc. | 11,819 | $4.81M | 1.54% | −19−0.2% | Reduced |
| Hancock Whitney Corp | 11,821 | $4.81M | 0.16% | −237−2.0% | Reduced |
| Basepoint Wealth LLC | 11,842 | $4.82M | 3.80% | −85−0.7% | Reduced |
| Hedeker Wealth, LLC | 11,847 | $4.82M | 1.40% | −189−1.6% | Reduced |
| HTLF Bank | 11,850 | $4.82M | 0.55% | −57−0.5% | Reduced |
| Marathon Capital Management | 11,895 | $4.84M | 1.23% | −671−5.3% | Reduced |
| Game Plan Financial Advisors, LLC | 11,897 | $4.84M | 2.38% | +2,925+32.6% | Added |
| Sepio Capital, LP | 11,912 | $4.85M | 0.44% | −1,354−10.2% | Reduced |
| Advisors Asset Management, Inc. | 11,913 | $4.85M | 0.09% | +272+2.3% | Added |
| Union Heritage Capital, LLC | 11,916 | $4.85M | 1.91% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 11,939 | $4.86M | 1.47% | +1,007+9.2% | Added |
| James Investment Research Inc | 11,941 | $4.86M | 0.58% | −47−0.4% | Reduced |
| Apollon Financial, LLC | 11,951 | $4.86M | 1.57% | +457+4.0% | Added |
| Merrion Investment Management Co, LLC | 11,979 | $4.87M | 3.35% | +90+0.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 11,986 | $4.88M | 2.63% | −40.0% | Reduced |
| Scott & Selber, Inc. | 11,991 | $4.88M | 1.56% | +208+1.8% | Added |
| Muirfield Wealth Advisors LLC | 12,052 | $4.90M | 4.60% | +56+0.5% | Added |
| Perennial Investment Advisors, LLC | 12,086 | $4.92M | 0.70% | −779−6.1% | Reduced |
| Madison Park Capital Advisors, LLC | 12,099 | $4.92M | 4.11% | +1,306+12.1% | Added |
| Evergreen Wealth Management, LLC | 12,102 | $4.92M | 3.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 12,105 | $4.92M | 1.22% | +289+2.4% | Added |
| Point72 (DIFC) Ltd | 12,135 | $4.94M | 0.44% | +12,135 | New |
| Ridgepath Capital Management LLC | 12,142 | $4.94M | 4.85% | +534+4.6% | Added |
| Waddell & Associates, LLC | 12,149 | $4.94M | 0.65% | −8−0.1% | Reduced |
| Pacific Sun Financial Corp | 12,195 | $4.96M | 2.93% | +8+0.1% | Added |
| SageView Advisory Group, LLC | 12,217 | $4.97M | 0.23% | +468+4.0% | Added |
| Mason & Associates Inc | 12,243 | $4.98M | 1.32% | +771+6.7% | Added |
| VisionPoint Advisory Group, LLC | 12,279 | $5.00M | 1.78% | −486−3.8% | Reduced |
| Chase Investment Counsel Corp | 12,288 | $5.00M | 1.77% | +433+3.7% | Added |
| CVA Family Office, LLC | 12,300 | $5.00M | 0.90% | +76+0.6% | Added |
| Atlas Capital Advisors LLC | 12,302 | $5.00M | 0.65% | −1,100−8.2% | Reduced |