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 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 946 | $384.8K | 0.13% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 947 | $385.2K | 0.16% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $386.5K | 0.23% | 00.0% | Unchanged |
| Divergent Planning, LLC | 954 | $387.1K | 0.15% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 955 | $388.5K | 0.22% | +166+21.0% | Added |
| Kings Path Partners LLC | 955 | $388.5K | 0.18% | +955 | New |
| SYSTM Wealth Solutions LLC | 956 | $388.9K | 0.09% | −8,411−89.8% | Reduced |
| Everpar Advisors LLC | 956 | $388.9K | 0.19% | +956 | New |
| Houlihan Financial Resource Group, Ltd. | 957 | $389.0K | 0.27% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 956 | $389.0K | 0.05% | −100−9.5% | Reduced |
| Howe & Rusling Inc | 957 | $389.3K | 0.04% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 958 | $389.7K | 0.25% | 00.0% | Unchanged |
| Sentinus, LLC | 959 | $390.1K | 0.13% | +959 | New |
| Valley Forge Investment Consultants Inc Adv | 961 | $390.9K | 0.15% | +250+35.2% | Added |
| Oak Thistle LLC | 963 | $391.7K | 0.29% | −1,121−53.8% | Reduced |
| Waycross Investment Management Co | 966 | $393.0K | 0.38% | −218−18.4% | Reduced |
| Foguth Wealth Management, LLC. | 967 | $393.4K | 0.17% | −1,913−66.4% | Reduced |
| Opinicus Capital, Inc. | 970 | $394.6K | 0.33% | +7+0.7% | Added |
| New Jersey Better Educational Savings Trust | 972 | $395.4K | 0.79% | −1,599−62.2% | Reduced |
| Future Financial Wealth Managment LLC | 972 | $395.4K | 0.35% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 975 | $396.6K | 0.14% | +975 | New |
| Carderock Capital Management Inc | 975 | $396.6K | 0.10% | −735−43.0% | Reduced |
| Lynx Capital Group Ltd | 975 | $396.6K | 0.27% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 976 | $396.9K | 0.09% | −184−15.9% | Reduced |
| Synergy Financial Group, LTD | 976 | $397.0K | 0.42% | +34+3.6% | Added |
| Brickley Wealth Management | 977 | $397.4K | 0.09% | −11−1.1% | Reduced |
| Morton Brown Family Wealth, LLC | 903 | $399.0K | 0.16% | 00.0% | Unchanged |
| Lane & Associates LLC | 981 | $399.1K | 0.24% | +30+3.2% | Added |
| Fusion Capital, LLC | 982 | $399.5K | 0.18% | −240−19.6% | Reduced |
| Elevated Capital Advisors, LLC | 982 | $399.5K | 0.11% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 985 | $400.7K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 985 | $400.7K | 0.15% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 990 | $402.7K | 0.20% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 990 | $402.7K | 0.22% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 993 | $404.0K | 0.08% | −42−4.1% | Reduced |
| Pinnacle Family Advisors, LLC | 993 | $404.0K | 0.22% | +15+1.5% | Added |
| W Advisors, LLC | 994 | $404.4K | 0.27% | +108+12.2% | Added |
| Cape Investment Advisory, Inc. | 996 | $405.2K | 0.18% | +10+1.0% | Added |
| Idaho Trust Bank | 1,000 | $406.8K | 0.21% | −4,934−83.1% | Reduced |
| Alterna Wealth Management, Inc | 1,000 | $406.8K | 0.36% | −383−27.7% | Reduced |
| Grace & White Inc | 1,000 | $406.8K | 0.08% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $406.8K | 0.06% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,000 | $407.0K | 0.06% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $407.2K | 0.01% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,003 | $408.2K | 0.07% | +22+2.2% | Added |
| Stony Point Wealth Management Inc. | 1,004 | $408.4K | 0.18% | +24+2.4% | Added |
| Dividend Assets Capital, LLC | 1,005 | $408.8K | 0.08% | −113−10.1% | Reduced |
| Silverleafe Capital Partners, LLC | 1,008 | $410.1K | 0.14% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,008 | $410.1K | 0.08% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 1,010 | $410.9K | 0.21% | +105+11.6% | Added |
| Burrus Financial Services, Inc. | 1,010 | $411.0K | 0.21% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,013 | $412.0K | 0.00% | +178+21.3% | Added |
| Colton Groome Financial Advisors, LLC | 1,013 | $412.1K | 0.16% | −8−0.8% | Reduced |
| RF&L Wealth Management, LLC | 1,013 | $412.1K | 0.31% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,014 | $412.5K | 0.31% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 1,016 | $413.3K | 0.15% | +1,016 | New |
| Collaborative Wealth Managment Inc. | 1,018 | $414.1K | 0.20% | +3+0.3% | Added |
| Semus Wealth Partners LLC | 1,018 | $414.1K | 0.32% | +365+55.9% | Added |
| MainStreet Investment Advisors LLC | 1,022 | $415.8K | 0.05% | −843−45.2% | Reduced |
| Foster & Motley Inc | 1,023 | $416.0K | 0.03% | +12+1.2% | Added |
| Rempart Asset Management Inc. | 1,024 | $416.6K | 0.08% | +200+24.3% | Added |
| Syntax Research, Inc. | 1,024 | $416.6K | 0.33% | 00.0% | Unchanged |
| Caxton Corp | 1,025 | $417.1K | 2.11% | +6+0.6% | Added |
| Pachira Investments Inc. | 1,026 | $417.4K | 0.37% | +24+2.4% | Added |
| APCM Wealth Management for Individuals | 1,029 | $418.6K | 0.06% | −94−8.4% | Reduced |
| Hamilton Wealth, LLC | 1,029 | $418.6K | 0.11% | +15+1.5% | Added |
| Davies Financial Advisors, Inc. | 1,029 | $418.6K | 0.39% | +206+25.0% | Added |
| Flaharty Asset Management, LLC | 1,036 | $421.4K | 0.06% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,036 | $421.4K | 0.06% | +77+8.0% | Added |
| Arista Wealth Management, LLC | 1,038 | $422.1K | 0.11% | +1,038 | New |
| Purus Wealth Management, LLC | 1,040 | $423.1K | 0.19% | −35−3.3% | Reduced |
| Donald L. Hagan, LLC | 1,041 | $423.5K | 0.22% | +10+1.0% | Added |
| Hillsdale Investment Management Inc. | 1,042 | $423.9K | 0.03% | −82−7.3% | Reduced |
| Redwood Wealth Management Group, LLC | 1,042 | $423.9K | 0.32% | +6+0.6% | Added |
| Ridgecrest Wealth Partners, LLC | 1,044 | $424.7K | 0.26% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,045 | $425.1K | 0.05% | +90+9.4% | Added |
| American Asset Management Inc. | 1,046 | $425.5K | 0.50% | −3−0.3% | Reduced |
| Keener Financial Planning LLC | 1,052 | $427.0K | 0.28% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,050 | $427.1K | 0.32% | 00.0% | Unchanged |
| Orion Investment Co | 1,050 | $427.1K | 0.17% | +1,050 | New |
| Iams Wealth Management, LLC | 1,051 | $427.5K | 0.23% | +1,051 | New |
| CKW Financial Group | 1,057 | $428.0K | 0.05% | +2+0.2% | Added |
| Vigilare Wealth Management | 1,054 | $428.8K | 0.19% | −25−2.3% | Reduced |
| Private Capital Management, LLC | 1,057 | $430.0K | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,057 | $430.0K | 0.02% | +321+43.6% | Added |
| Chico Wealth RIA | 1,063 | $432.4K | 0.40% | +4+0.4% | Added |
| Clearview Wealth Advisors LLC | 1,064 | $432.8K | 0.38% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,065 | $433.2K | 0.14% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 1,065 | $433.2K | 0.14% | −2−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 1,066 | $433.6K | 0.14% | −48−4.3% | Reduced |
| Threadgill Financial, LLC | 1,068 | $434.5K | 0.20% | −18−1.7% | Reduced |
| Oxler Private Wealth LLC | 1,070 | $435.3K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,070 | $435.3K | 0.22% | +91+9.3% | Added |
| Mma Asset Management LLC | 1,070 | $435.3K | 0.20% | −185−14.7% | Reduced |
| Bank & Trust Co | 1,073 | $436.5K | 0.37% | +1,073 | New |
| US Asset Management LLC | 1,077 | $438.0K | 0.40% | −39−3.5% | Reduced |
| Westover Capital Advisors, LLC | 1,082 | $440.2K | 0.11% | −9−0.8% | Reduced |
| Kennedy Investment Group | 1,082 | $440.2K | 0.22% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,084 | $441.0K | 0.05% | +104+10.6% | Added |
| Running Point Capital Advisors, LLC | 1,085 | $441.4K | 0.18% | 00.0% | Unchanged |