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; 4,928 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
- 4,032
- +90 vs. Q1 2024
- Shares held
- 859.9M
- +6.85M (+0.8%) vs. Q1 2024
- Total value
- $349.5B
- −$6.24B (−1.8%) vs. Q1 2024
- New holders
- 190
- 1,733 more added
- Sold out
- 100
- 1,443 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 568 | $231.1K | 0.06% | +46+8.8% | Added |
| Triad Wealth Partners, LLC | 569 | $231.5K | 0.12% | +569 | New |
| Walker Asset Management, LLC | 570 | $231.9K | 0.16% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 567 | $232.8K | 0.08% | −170−23.1% | Reduced |
| Citizens Business Bank | 574 | $233.5K | 0.05% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 575 | $233.9K | 0.08% | −1,385−70.7% | Reduced |
| RiverGlades Family Offices LLC | 575 | $233.9K | 0.18% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 577 | $234.7K | 0.11% | −344−37.4% | Reduced |
| USA Financial Portformulas Corp | 583 | $237.2K | 0.04% | −2,202−79.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 585 | $238.0K | 0.06% | −3−0.5% | Reduced |
| Hart & Patterson Financial Group LLC | 586 | $238.4K | 0.12% | −6−1.0% | Reduced |
| Narwhal Capital Management | 586 | $238.4K | 0.02% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 586 | $238.4K | 0.13% | +586 | New |
| Clarity Asset Management, Inc. | 587 | $238.8K | 0.17% | +3+0.5% | Added |
| Slagle Financial, LLC | 588 | $239.0K | 0.12% | −112−16.0% | Reduced |
| GR Financial Group, LLC | 589 | $239.6K | 0.05% | +34+6.1% | Added |
| TL Private Wealth | 548 | $240.5K | 0.11% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 593 | $241.2K | 0.23% | +593 | New |
| Awm Capital, LLC | 595 | $242.2K | 0.04% | +595 | New |
| Halbert Hargrove Global Advisors, LLC | 598 | $243.4K | 0.01% | −1−0.2% | Reduced |
| Tenret Co LLC | 599 | $243.7K | 0.17% | −13−2.1% | Reduced |
| Precedent Wealth Partners, LLC | 600 | $244.0K | 0.10% | −113−15.8% | Reduced |
| Notis-McConarty Edward | 600 | $244.1K | 0.10% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 600 | $244.1K | 0.07% | 00.0% | Unchanged |
| West Bancorporation Inc | 600 | $244.1K | 0.18% | +20+3.4% | Added |
| Disciplined Investments, LLC | 601 | $244.5K | 0.13% | −11−1.8% | Reduced |
| Ariston Services Group | 602 | $244.9K | 0.24% | −2−0.3% | Reduced |
| Kaydan Wealth Management, Inc. | 603 | $245.3K | 0.09% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 604 | $245.7K | 0.16% | +57+10.4% | Added |
| Brewster Financial Planning LLC | 604 | $245.7K | 0.21% | +34+6.0% | Added |
| Lipe & Dalton | 605 | $246.0K | 0.13% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 605 | $246.1K | 0.14% | +605 | New |
| Icapital Wealth LLC | 605 | $246.1K | 0.13% | +605 | New |
| Petredis Investment Advisors LLC | 607 | $246.9K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 608 | $247.3K | 0.03% | −1,483−70.9% | Reduced |
| Reliant Investment Management, LLC | 609 | $247.7K | 0.12% | 00.0% | Unchanged |
| LPF Advisors LLC | 611 | $248.6K | 0.23% | +59+10.7% | Added |
| Signal Advisors Wealth, LLC | 612 | $249.0K | 0.54% | −6,665−91.6% | Reduced |
| Constitution Capital LLC | 612 | $249.0K | 0.13% | +14+2.3% | Added |
| Pacific Wealth Management | 612 | $249.0K | 0.13% | 00.0% | Unchanged |
| Meridian Management Co | 613 | $249.4K | 0.07% | −729−54.3% | Reduced |
| Kelly Financial Services LLC | 613 | $249.4K | 0.09% | 00.0% | Unchanged |
| Bank Ozk | 615 | $250.2K | 0.11% | −13−2.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 615 | $250.2K | 0.08% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 617 | $251.0K | 0.05% | −211−25.5% | Reduced |
| Western Financial Corp | 617 | $251.0K | 0.15% | −7−1.1% | Reduced |
| Signature Wealth Management Group | 617 | $251.0K | 0.11% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 619 | $251.8K | 0.14% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 620 | $252.2K | 0.46% | +100+19.2% | Added |
| Ceera Investments, LLC | 622 | $253.0K | 0.11% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 626 | $253.6K | 0.20% | +54+9.4% | Added |
| Landmark Wealth Management, LLC | 624 | $254.0K | 0.20% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 625 | $254.3K | 0.27% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 714 | $254.7K | 0.18% | −42−5.6% | Reduced |
| S.E.E.D. Planning Group LLC | 629 | $255.9K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 629 | $255.9K | 0.17% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 630 | $256.3K | 0.10% | +70+12.5% | Added |
| Argent Advisors, Inc. | 631 | $256.7K | 0.10% | −20−3.1% | Reduced |
| Retirement Guys Formula LLC | 631 | $256.7K | 0.12% | +631 | New |
| Garrison Asset Management, LLC | 633 | $257.5K | 0.14% | 00.0% | Unchanged |
| Insight Financial Services | 633 | $257.5K | 0.22% | +17+2.8% | Added |
| Investors Research Corp | 636 | $258.7K | 0.06% | 00.0% | Unchanged |
| Claris Advisors, LLC | 638 | $259.5K | 0.13% | 00.0% | Unchanged |
| Financial Freedom, LLC | 640 | $260.4K | 0.15% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 641 | $260.8K | 0.08% | −181−22.0% | Reduced |
| Founders Capital Management | 645 | $262.4K | 0.17% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 646 | $262.8K | 0.11% | +5+0.8% | Added |
| Single Point Partners, LLC | 646 | $263.0K | 0.45% | −74−10.3% | Reduced |
| Peoples Bank | 647 | $263.2K | 0.14% | +647 | New |
| Barings LLC | 647 | $263.2K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 649 | $264.0K | 0.05% | +40+6.6% | Added |
| First Washington CORP | 650 | $264.4K | 0.10% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 651 | $265.0K | 0.10% | +651 | New |
| NDVR, Inc. | 653 | $265.6K | 0.28% | +48+7.9% | Added |
| Renasant Bank | 653 | $265.6K | 0.18% | +653 | New |
| Driehaus Capital Management LLC | 657 | $267.3K | 0.00% | −155−19.1% | Reduced |
| St. Clair Advisors, LLC | 658 | $267.7K | 0.09% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 658 | $267.7K | 0.05% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 652 | $268.0K | 0.28% | −231−26.2% | Reduced |
| Bollard Group LLC | 660 | $268.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 663 | $269.7K | 0.06% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 619 | $269.9K | 0.19% | +1+0.2% | Added |
| Clifford Group, LLC | 666 | $270.9K | 0.22% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 666 | $271.0K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 667 | $271.3K | 0.26% | −6−0.9% | Reduced |
| McCarthy Asset Management, Inc. | 667 | $271.3K | 0.16% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 669 | $272.1K | 0.24% | 00.0% | Unchanged |
| Lavaca Capital LLC | 670 | $272.6K | 0.15% | +36+5.7% | Added |
| EPIQ Capital Group, LLC | 670 | $272.6K | 0.10% | +670 | New |
| Corundum Trust Company, INC | 671 | $273.0K | 0.79% | +671 | New |
| Cedar Brook Financial Partners, LLC | 673 | $273.8K | 2.06% | −11,510−94.5% | Reduced |
| Fonville Wealth Management LLC | 673 | $273.8K | 0.11% | +88+15.0% | Added |
| Reston Wealth Management LLC | 676 | $275.0K | 0.11% | +52+8.3% | Added |
| Acima Private Wealth, LLC | 679 | $276.2K | 0.10% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 680 | $276.6K | 0.23% | −13−1.9% | Reduced |
| FreeGulliver LLC | 680 | $276.6K | 0.19% | +680 | New |
| Peninsula Asset Management Inc | 682 | $277.4K | 0.15% | 00.0% | Unchanged |
| Schwab Charitable Fund | 683 | $277.8K | 0.01% | 00.0% | Unchanged |
| Hill Island Financial LLC | 684 | $278.3K | 0.09% | +28+4.3% | Added |
| Mason & Associates, LLC | 685 | $278.7K | 0.09% | +685 | New |