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 |
|---|---|---|---|---|---|
| Jacobson & Schmitt Advisors, LLC | 811 | $329.9K | 0.07% | +811 | New |
| Hyperion Partners, LLC | 812 | $330.3K | 0.24% | −946−53.8% | Reduced |
| Cornerstone Planning Group LLC | 799 | $330.6K | 0.09% | +49+6.5% | Added |
| Worth Financial Advisory Group, LLC | 816 | $331.9K | 0.22% | +105+14.8% | Added |
| Alpha Financial Partners, LLC | 818 | $332.8K | 0.29% | −67−7.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 822 | $334.4K | 0.12% | +41+5.2% | Added |
| Cassady Schiller Wealth Management, LLC | 824 | $335.2K | 0.14% | −569−40.8% | Reduced |
| Manchester Capital Management LLC | 824 | $335.2K | 0.04% | +118+16.7% | Added |
| Clarity Capital Partners LLC | 825 | $335.6K | 0.21% | +14+1.7% | Added |
| Affinity Wealth Management LLC | 830 | $337.6K | 0.06% | 00.0% | Unchanged |
| Connors Investor Services Inc | 830 | $337.6K | 0.04% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 830 | $337.6K | 0.24% | +3+0.4% | Added |
| S. R. Schill & Associates | 832 | $338.4K | 0.15% | +98+13.4% | Added |
| Ehrlich Financial Group | 832 | $338.5K | 0.27% | +7+0.8% | Added |
| Windsor Capital Management, LLC | 833 | $338.9K | 0.10% | 00.0% | Unchanged |
| Delaney Dennis R | 840 | $341.7K | 0.18% | −565−40.2% | Reduced |
| Quattro Financial Advisors LLC | 840 | $341.7K | 0.09% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 842 | $342.5K | 0.23% | −117−12.2% | Reduced |
| Fortis Advisors, LLC | 844 | $343.3K | 0.24% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 844 | $343.3K | 0.32% | 00.0% | Unchanged |
| Seeds Investor LLC | 844 | $343.3K | 0.18% | +844 | New |
| St. Johns Investment Management Company, LLC | 845 | $343.7K | 0.16% | −20−2.3% | Reduced |
| One River Asset Management, LLC | 847 | $344.6K | 0.19% | +847 | New |
| RPS Advisory Solutions LLC | 848 | $345.0K | 0.32% | +848 | New |
| Advance Capital Management, Inc. | 850 | $345.8K | 0.02% | −89−9.5% | Reduced |
| Scholtz & Company, LLC | 850 | $345.8K | 0.15% | −50−5.6% | Reduced |
| CapitalatWork S.A. | – | $346.0K | 0.01% | – | – |
| Asset Allocation Strategies LLC | 851 | $346.2K | 0.12% | −25−2.9% | Reduced |
| West Wealth Group, LLC | 851 | $346.2K | 0.12% | +44+5.5% | Added |
| Aspire Private Capital, LLC | 852 | $346.5K | 0.09% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 856 | $348.2K | 0.27% | +856 | New |
| Golden Road Advisors LLC | 849 | $348.5K | 0.29% | +30+3.7% | Added |
| Delap Wealth Advisory, LLC | 857 | $348.6K | 0.16% | −2,537−74.7% | Reduced |
| Mach-1 Financial Group, Inc. | 857 | $348.6K | 0.25% | +32+3.9% | Added |
| Providence Capital Advisors, LLC | 859 | $349.4K | 0.08% | −16−1.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 859 | $349.4K | 0.24% | +19+2.3% | Added |
| Measured Wealth Private Client Group, LLC | 860 | $349.8K | 0.12% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 860 | $349.8K | 0.18% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 860 | $349.8K | 0.27% | +25+3.0% | Added |
| Northwest Financial Advisors | 861 | $350.3K | 0.36% | +10+1.2% | Added |
| DSC Advisors, L.P. | 861 | $350.3K | 1.17% | +79+10.1% | Added |
| Towneley Capital Management, Inc | 863 | $351.1K | 0.08% | −1,440−62.5% | Reduced |
| Boyd Wealth Management, LLC | 863 | $351.1K | 0.19% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 864 | $351.5K | 0.11% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 864 | $351.5K | 0.29% | +173+25.0% | Added |
| Lakeshore Financial Planning, Inc. | 867 | $352.7K | 0.17% | +173+24.9% | Added |
| ROI Financial Advisors, LLC | 869 | $353.5K | 0.26% | +240+38.2% | Added |
| Howard Wealth Management, LLC | 870 | $353.9K | 0.28% | 00.0% | Unchanged |
| Bay Rivers Group | 870 | $353.9K | 0.18% | 00.0% | Unchanged |
| Family Asset Management, LLC | 871 | $354.3K | 0.23% | −3−0.3% | Reduced |
| Gibson Wealth Advisors LLC | 875 | $355.9K | 0.33% | 00.0% | Unchanged |
| AJ Advisors, LLC | 876 | $356.4K | 0.20% | −599−40.6% | Reduced |
| Moller Financial Services | 877 | $356.8K | 0.10% | +877 | New |
| American Financial & Tax Strategies Inc | 878 | $357.2K | 0.19% | +10+1.2% | Added |
| Virtus Investment Advisers, Inc. | 880 | $358.0K | 0.30% | −15−1.7% | Reduced |
| Allie Family Office LLC | 880 | $358.0K | 0.22% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 881 | $358.4K | 0.26% | +42+5.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 884 | $359.6K | 0.15% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 884 | $359.7K | 0.37% | −491−35.7% | Reduced |
| SWS Partners | 888 | $361.2K | 0.11% | −1,599−64.3% | Reduced |
| Zega Financial, LLC | 888 | $361.2K | 0.13% | −10−1.1% | Reduced |
| Toth Financial Advisory Corp | 888 | $361.2K | 0.05% | −51−5.4% | Reduced |
| Berkshire Bank | 890 | $362.1K | 0.09% | 00.0% | Unchanged |
| Birchbrook, Inc. | 890 | $362.1K | 0.22% | −10−1.1% | Reduced |
| Fairfield, Bush & Co. | 893 | $363.3K | 0.22% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 895 | $364.1K | 0.21% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 896 | $364.5K | 0.15% | +125+16.2% | Added |
| Builder Investment Group Inc | 897 | $364.9K | 0.10% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 900 | $366.1K | 0.20% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 900 | $366.1K | 0.48% | +63+7.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 901 | $366.5K | 0.03% | +901 | New |
| Clark Financial Services Group Inc | 906 | $368.0K | 0.39% | −21−2.3% | Reduced |
| MontVue Capital Management, Inc. | 907 | $369.0K | 0.29% | +49+5.7% | Added |
| Addison Capital Co | 909 | $369.8K | 0.16% | +396+77.2% | Added |
| Goldstein Advisors, LLC | 909 | $369.8K | 0.06% | −46−4.8% | Reduced |
| Leslie Global Wealth, LLC | 910 | $370.2K | 0.22% | +910 | New |
| Boston Common Asset Management, LLC | 911 | $371.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 912 | $371.0K | 0.21% | +7+0.8% | Added |
| Echo45 Advisors LLC | 913 | $371.4K | 0.26% | −133−12.7% | Reduced |
| Monument Capital Management | 913 | $371.4K | 0.11% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 914 | $371.8K | 0.19% | +256+38.9% | Added |
| Zevin Asset Management LLC | 914 | $372.0K | 0.06% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 920 | $374.3K | 0.20% | +40+4.5% | Added |
| Investment Advisory Services Inc | 922 | $375.1K | 0.14% | +4+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 925 | $376.3K | 0.09% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $376.3K | 0.11% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 926 | $376.7K | 0.25% | −411−30.7% | Reduced |
| Bellevue Asset Management, LLC | 927 | $377.1K | 0.21% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 927 | $377.1K | 0.28% | −450−32.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 928 | $377.5K | 0.05% | −112−10.8% | Reduced |
| SFG Wealth Management, LLC. | 928 | $377.5K | 0.22% | −82−8.1% | Reduced |
| Integral Investment Advisors, Inc. | 926 | $377.8K | 0.14% | +33+3.7% | Added |
| Arvest Trust Co N A | 929 | $377.9K | 0.02% | +78+9.2% | Added |
| Optivise Advisory Services LLC | 932 | $379.1K | 0.20% | +932 | New |
| C2C Wealth Management, LLC | 935 | $380.4K | 0.37% | 00.0% | Unchanged |
| Chelsea Counsel Co | 939 | $382.0K | 0.19% | −10−1.1% | Reduced |
| Hallmark Capital Management Inc | 941 | $382.8K | 0.03% | +90+10.6% | Added |
| Breed's Hill Capital LLC | 943 | $383.6K | 0.34% | 00.0% | Unchanged |
| Brio Consultants, LLC | 944 | $384.0K | 0.06% | −41−4.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 945 | $384.4K | 0.10% | 00.0% | Unchanged |