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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 1,085 | $441.4K | 0.16% | +11+1.0% | Added |
| Central Valley Advisors, LLC | 1,121 | $442.0K | 0.24% | −1−0.1% | Reduced |
| Primoris Wealth Advisors, LLC | 1,092 | $444.2K | 0.35% | −511−31.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,092 | $444.4K | 0.24% | +41+3.9% | Added |
| Peak Financial Management, Inc. | 1,093 | $444.6K | 0.14% | +400+57.7% | Added |
| Slocum, Gordon & Co LLP | 1,097 | $446.3K | 0.33% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,099 | $447.1K | 0.19% | +82+8.1% | Added |
| Avondale Wealth Management | 1,100 | $447.5K | 0.31% | +275+33.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,098 | $448.0K | 0.01% | −757−40.8% | Reduced |
| Capital Investment Counsel, Inc | 1,102 | $448.3K | 0.07% | +54+5.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,104 | $449.1K | 0.18% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 1,109 | $451.1K | 0.09% | 00.0% | Unchanged |
| McCarthy & Cox | 1,110 | $451.3K | 0.17% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 1,110 | $451.5K | 0.24% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,101 | $452.0K | 0.35% | −164−13.0% | Reduced |
| Stone Point Wealth LLC | 1,114 | $453.2K | 0.16% | −20−1.8% | Reduced |
| TCP Asset Management, LLC | 1,114 | $453.2K | 0.11% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,115 | $453.6K | 0.33% | −290−20.6% | Reduced |
| Josh Arnold Investment Consultant, LLC | 1,115 | $453.6K | 0.38% | +1,115 | New |
| GoalFusion Wealth Management, LLC | 1,116 | $454.0K | 0.28% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,115 | $454.0K | 0.12% | −9−0.8% | Reduced |
| Luts & Greenleigh Group, Inc | 1,119 | $455.2K | 0.47% | +1,119 | New |
| PACK Private Wealth, LLC | 1,120 | $455.6K | 0.28% | +21+1.9% | Added |
| Angeles Investment Advisors, LLC | 1,123 | $456.8K | 0.02% | −222−16.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,124 | $457.2K | 0.23% | +144+14.7% | Added |
| Viewpoint Capital Management LLC | 1,126 | $458.1K | 0.28% | +30+2.7% | Added |
| Aspect Partners, LLC | 1,132 | $460.5K | 0.27% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,134 | $461.3K | 0.12% | −1,478−56.6% | Reduced |
| BCM Advisors, LLC | 1,069 | $461.6K | 0.11% | +42+4.1% | Added |
| Mayfair Advisory Group, LLC | 1,090 | $462.6K | 0.31% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,139 | $463.3K | 0.07% | −65−5.4% | Reduced |
| New Millennium Group LLC | 1,139 | $463.3K | 0.30% | −34−2.9% | Reduced |
| Boston Mountain Money Management Inc | 1,139 | $463.3K | 0.31% | +24+2.2% | Added |
| Crestmont Private Wealth LLC | 1,141 | $464.2K | 0.22% | −50−4.2% | Reduced |
| Alternative Investment Advisors, LLC. | 1,141 | $464.2K | 0.27% | +525+85.2% | Added |
| Mendel Money Management | 1,146 | $466.2K | 0.22% | 00.0% | Unchanged |
| Marotta Asset Management | 1,154 | $467.6K | 0.10% | +106+10.1% | Added |
| United Capital Management of KS, Inc. | 1,150 | $467.8K | 0.10% | −12−1.0% | Reduced |
| Brand Asset Management Group, Inc. | 1,150 | $467.8K | 0.20% | −5−0.4% | Reduced |
| Vantage Consulting Group Inc | 1,151 | $468.2K | 0.35% | −30−2.5% | Reduced |
| Melone Private Wealth, LLC | 1,151 | $468.2K | 0.28% | 00.0% | Unchanged |
| Myecfo, LLC | 1,152 | $468.6K | 0.27% | −5−0.4% | Reduced |
| Rockline Wealth Management, LLC | 1,162 | $472.7K | 0.15% | +222+23.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,165 | $473.9K | 0.25% | −67−5.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,165 | $473.9K | 0.36% | −12−1.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,165 | $473.9K | 0.01% | +75+6.9% | Added |
| Yeomans Consulting Group, Inc. | 1,166 | $474.3K | 0.18% | −25−2.1% | Reduced |
| Kades & Cheifetz LLC | 1,172 | $476.8K | 0.30% | −26−2.2% | Reduced |
| EnRich Financial Partners LLC | 1,172 | $476.8K | 0.17% | 00.0% | Unchanged |
| SWP Financial LLC | 1,175 | $478.0K | 0.32% | +550+88.0% | Added |
| Orin Green Financial, LLC | 1,176 | $478.4K | 0.22% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,178 | $479.0K | 0.09% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,180 | $480.0K | 0.10% | +100+9.3% | Added |
| Client 1st Advisory Group, LLC | 1,181 | $480.4K | 0.21% | −20−1.7% | Reduced |
| Isthmus Partners, LLC | 1,182 | $480.8K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,183 | $481.2K | 0.13% | −54−4.4% | Reduced |
| NFC Investments, LLC | 1,186 | $482.0K | 0.14% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,185 | $482.1K | 0.20% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,186 | $482.5K | 0.11% | +321+37.1% | Added |
| Taurus Asset Management, LLC | 1,188 | $483.3K | 0.05% | −24−2.0% | Reduced |
| Peddock Capital Advisors, LLC | 1,193 | $485.3K | 0.12% | +34+2.9% | Added |
| Commonwealth Financial Services, LLC | 1,188 | $486.0K | 0.10% | −360−23.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,195 | $486.1K | 0.04% | +920+334.5% | Added |
| Buckingham Capital Management, Inc. | 1,198 | $487.3K | 0.06% | +100+9.1% | Added |
| Epic Trust Investment Advisors, LLC | 1,199 | $487.8K | 0.54% | −350−22.6% | Reduced |
| Louisbourg Investments Inc. | 1,204 | $489.8K | 0.14% | +8+0.7% | Added |
| NorthLanding Financial Partners, LLC | 1,205 | $490.2K | 0.52% | −377−23.8% | Reduced |
| Sharp Financial Services, LLC | 1,208 | $491.4K | 0.42% | +294+32.2% | Added |
| Citizens & Northern Corp | 1,210 | $492.2K | 0.15% | −75−5.8% | Reduced |
| Thrive Capital Management, LLC | 1,211 | $492.6K | 0.23% | −13−1.1% | Reduced |
| Redwood Investment Management, LLC | 1,213 | $493.0K | 0.04% | +213+21.3% | Added |
| Harmony Asset Management LLC | 1,212 | $493.0K | 0.21% | +509+72.4% | Added |
| Bright Financial Advisors, Inc. | 1,214 | $493.9K | 0.35% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 1,216 | $494.7K | 0.05% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 1,287 | $495.8K | 0.30% | −110−7.9% | Reduced |
| Leeward Financial Partners, LLC | 1,219 | $495.9K | 0.20% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,221 | $496.0K | 0.28% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 1,220 | $496.3K | 0.09% | +452+58.9% | Added |
| Creekside Partners | 1,222 | $497.1K | 0.28% | +1,222 | New |
| Roble, Belko & Company, Inc | 1,223 | $498.0K | 0.08% | 00.0% | Unchanged |
| Whelan Financial | 1,226 | $498.7K | 0.22% | +35+2.9% | Added |
| Willow Creek Wealth Management Inc. | 1,228 | $499.6K | 0.06% | +83+7.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $499.6K | 0.07% | 00.0% | Unchanged |
| Enzi Wealth | 1,215 | $499.6K | 0.22% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,229 | $500.0K | 0.32% | +4+0.3% | Added |
| Bright Futures Wealth Management, LLC. | 1,168 | $500.1K | 0.27% | +10+0.9% | Added |
| Union Savings Bank | 1,230 | $500.3K | 0.26% | +34+2.8% | Added |
| Harvest Investment Services, LLC | 1,231 | $500.8K | 0.20% | −37−2.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,232 | $501.2K | 0.03% | −65−5.0% | Reduced |
| Waypoint Wealth Partners Inc. | 1,238 | $503.6K | 0.15% | +371+42.8% | Added |
| RBF Capital, LLC | 1,241 | $504.8K | 0.03% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,241 | $504.8K | 0.14% | +1+0.1% | Added |
| New England Professional Planning Group Inc. | 1,247 | $507.3K | 0.27% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,250 | $508.5K | 0.36% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,251 | $508.9K | 0.09% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,255 | $510.5K | 0.25% | +6+0.5% | Added |
| Aspire Wealth Management Corp | 1,259 | $512.2K | 0.29% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,260 | $512.6K | 0.16% | +258+25.7% | Added |
| Financial Council Asset Management Inc | 1,263 | $513.8K | 0.29% | +64+5.3% | Added |
| Baron Wealth Management LLC | 1,274 | $518.3K | 0.27% | +53+4.3% | Added |