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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 674 | $278.9K | 0.29% | −55−7.5% | Reduced |
| RBA Wealth Management, LLC | 686 | $279.1K | 0.11% | −69−9.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 688 | $279.9K | 0.18% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 689 | $280.3K | 0.17% | +689 | New |
| Blue Square Asset Management, LLC | 690 | $280.7K | 0.16% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 694 | $282.3K | 0.11% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 694 | $282.3K | 0.12% | +694 | New |
| Kendall Capital Management | 698 | $283.9K | 0.09% | −20−2.8% | Reduced |
| Scarborough Advisors, LLC | 699 | $284.4K | 0.12% | +4+0.6% | Added |
| Bear Mountain Capital, Inc. | 670 | $284.4K | 0.12% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 677 | $284.7K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $285.0K | 0.12% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 701 | $285.2K | 0.16% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 701 | $285.4K | 0.14% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 708 | $287.8K | 0.13% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 708 | $288.0K | 0.10% | 00.0% | Unchanged |
| Refined Wealth Management | 708 | $288.0K | 0.22% | +2+0.3% | Added |
| jvl associates llc | 709 | $288.4K | 0.12% | +1+0.1% | Added |
| Etesian Wealth Advisors, Inc. | 710 | $288.8K | 0.16% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 710 | $288.8K | 0.10% | +200+39.2% | Added |
| Tang Capital Management LLC | 711 | $289.2K | 0.03% | +711 | New |
| Hobbs Group Advisors, LLC | 712 | $289.6K | 0.11% | +712 | New |
| Lion Street Advisors, LLC | 712 | $289.6K | 0.11% | −52−6.8% | Reduced |
| Left Brain Wealth Management, LLC | 713 | $290.0K | 0.14% | +25+3.6% | Added |
| Biltmore Wealth Management, LLC | 713 | $290.0K | 0.13% | +10+1.4% | Added |
| Northeast Financial Group, Inc. | 714 | $290.5K | 0.12% | +76+11.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 717 | $291.7K | 0.12% | +45+6.7% | Added |
| WorthPointe, LLC | 719 | $292.5K | 0.13% | +20+2.9% | Added |
| Drake & Associates, LLC | 720 | $292.9K | 0.10% | +80+12.5% | Added |
| Mills Wealth Advisors LLC | 721 | $293.3K | 0.21% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 725 | $294.9K | 0.14% | +25+3.6% | Added |
| OmniStar Financial Group, Inc. | 725 | $294.9K | 0.27% | +65+9.8% | Added |
| Horizon Advisory Services, Inc. | 727 | $295.7K | 0.14% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 728 | $296.1K | 0.03% | −1,480−67.0% | Reduced |
| OMNI 360 Wealth, Inc. | 728 | $296.3K | 0.22% | +110+17.8% | Added |
| Twin Focus Capital Partners, LLC | 729 | $296.6K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 729 | $296.6K | 0.14% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 729 | $296.6K | 0.20% | +252+52.8% | Added |
| Planning Directions Inc | 731 | $297.4K | 0.20% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 731 | $297.4K | 0.20% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 733 | $298.2K | 0.15% | 00.0% | Unchanged |
| Carrera Capital Advisors | 734 | $298.6K | 0.10% | +734 | New |
| Shakespeare Wealth Management, Inc. | 735 | $299.0K | 0.09% | +7+1.0% | Added |
| Exeter Financial, LLC | 735 | $299.0K | 0.14% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 735 | $299.0K | 0.11% | +735 | New |
| PFS Partners, LLC | 736 | $299.4K | 0.19% | −29−3.8% | Reduced |
| AlphaMark Advisors, LLC | 737 | $300.0K | 0.10% | −123−14.3% | Reduced |
| Old Second National Bank of Aurora | 740 | $301.0K | 0.08% | +95+14.7% | Added |
| Rather & Kittrell, Inc. | 742 | $301.8K | 0.08% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 744 | $302.7K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 744 | $302.7K | 0.09% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 687 | $303.1K | 0.19% | −100−12.7% | Reduced |
| LifePro Asset Management | 746 | $303.5K | 0.22% | −7−0.9% | Reduced |
| JDM Financial Group LLC | 746 | $303.5K | 0.21% | 00.0% | Unchanged |
| Armistice Capital, LLC | 747 | $303.9K | 0.01% | −547−42.3% | Reduced |
| Weinberger Asset Management, Inc | 748 | $304.3K | 0.14% | +158+26.8% | Added |
| Vestia Personal Wealth Advisors | 748 | $304.3K | 0.32% | +748 | New |
| Mawer Investment Management Ltd. | 750 | $305.1K | 0.00% | 00.0% | Unchanged |
| Elevatus Welath Management | 751 | $305.5K | 0.11% | −54−6.7% | Reduced |
| Heritage Wealth Management, LLC | 755 | $307.1K | 0.17% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 755 | $307.1K | 0.17% | +755 | New |
| Penn Davis McFarland Inc | 758 | $308.4K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 762 | $310.0K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 761 | $310.0K | 0.02% | +121+18.9% | Added |
| Instrumental Wealth, LLC | 718 | $311.1K | 0.32% | +29+4.2% | Added |
| Arbor Capital Management Inc | 768 | $311.2K | 0.29% | −149−16.2% | Reduced |
| Columbia Advisory Partners LLC | 765 | $311.2K | 0.30% | +24+3.2% | Added |
| Invenio Wealth Partners LLC | 767 | $312.0K | 0.15% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 770 | $313.2K | 1.43% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 770 | $313.2K | 0.16% | +99+14.8% | Added |
| Kraft, Davis & Associates, LLC | 716 | $314.0K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 774 | $314.9K | 0.32% | −6−0.8% | Reduced |
| Central Bank & Trust Co | 779 | $316.9K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 780 | $317.3K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 783 | $318.5K | 0.04% | −31−3.8% | Reduced |
| Chiron Capital Management, LLC | 786 | $319.7K | 0.31% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 788 | $320.6K | 0.15% | 00.0% | Unchanged |
| Meridian Financial, LLC | 788 | $320.6K | 0.23% | 00.0% | Unchanged |
| Clough Capital Partners L P | 791 | $321.8K | 0.04% | −3,968−83.4% | Reduced |
| Great Oak Capital Partners, LLC | 747 | $322.5K | 0.12% | −186−19.9% | Reduced |
| Widmann Financial Services, Inc. | 796 | $323.8K | 0.26% | −125−13.6% | Reduced |
| Earnest Partners LLC | 797 | $324.2K | 0.00% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 797 | $324.2K | 0.17% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 800 | $324.6K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 798 | $324.6K | 0.15% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 798 | $324.6K | 0.04% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 799 | $325.0K | 0.08% | +799 | New |
| Friedenthal Financial | 800 | $325.4K | 0.20% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $325.4K | 0.12% | 00.0% | Unchanged |
| EHP Funds Inc. | 800 | $325.4K | 0.16% | 00.0% | Unchanged |
| Maren Capital LLC | 800 | $325.4K | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $325.4K | 0.13% | +316+65.3% | Added |
| Whitford Management LLC | 806 | $327.9K | 0.19% | 00.0% | Unchanged |
| Asio Capital, LLC | 807 | $328.3K | 0.07% | −28−3.4% | Reduced |
| Prosperity Wealth Management, Inc. | 808 | $328.7K | 0.16% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 809 | $329.1K | 0.13% | −277−25.5% | Reduced |
| Meritage Group LP | 809 | $329.1K | 0.01% | +809 | New |
| New Potomac Partners, LLC | 810 | $329.5K | 0.18% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 810 | $329.5K | 0.10% | +79+10.8% | Added |
| Pathway Financial Advisors LLC | 811 | $329.9K | 0.09% | +112+16.0% | Added |