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
- 4,033
- +90 vs. Q1 2024
- Shares held
- 859.9M
- +6.85M (+0.8%) vs. Q1 2024
- Total value
- $349.6B
- −$6.24B (−1.8%) vs. Q1 2024
- New holders
- 190
- 1,734 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 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,401 | $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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 1,275 | $518.7K | 0.12% | −80−5.9% | Reduced |
| Portfolio Strategies, Inc. | 1,275 | $518.7K | 0.07% | −50−3.8% | Reduced |
| Benchmark Investment Advisors LLC | 1,276 | $519.1K | 0.38% | −122−8.7% | Reduced |
| DLK Investment Management, LLC | 1,278 | $519.9K | 0.21% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,279 | $520.0K | 2.59% | −25−1.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,279 | $520.3K | 0.12% | −21−1.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,283 | $521.9K | 0.02% | −127−9.0% | Reduced |
| Provident Investment Management, Inc. | 1,287 | $523.6K | 0.05% | +357+38.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,288 | $524.0K | 0.49% | −25−1.9% | Reduced |
| Renaissance Technologies LLC | 1,298 | $528.2K | 0.00% | −188,292−99.3% | Reduced |
| Centennial Bank | 1,300 | $528.8K | 0.26% | +150+13.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,300 | $529.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,301 | $529.2K | 0.34% | +11+0.9% | Added |
| Talbot Financial, LLC | 1,301 | $529.2K | 0.07% | +371+39.9% | Added |
| Redwood Financial Network Corp | 1,302 | $529.5K | 0.44% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,303 | $530.1K | 0.28% | +64+5.2% | Added |
| Cowa, LLC | 1,305 | $530.9K | 0.28% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,305 | $530.9K | 0.19% | +100+8.3% | Added |
| Aigen Investment Management, LP | 1,305 | $530.9K | 0.10% | +1,305 | New |
| Brass Tax Wealth Management, Inc | 1,306 | $531.3K | 0.10% | +1,306 | New |
| Global Financial Private Client, LLC | 1,309 | $532.5K | 0.22% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,311 | $533.3K | 0.32% | −68−4.9% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,312 | $533.7K | 0.26% | −14−1.1% | Reduced |
| Skba Capital Management LLC | 1,319 | $536.6K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,321 | $537.4K | 0.29% | +25+1.9% | Added |
| Bridge Creek Capital Management LLC | 1,322 | $537.8K | 0.17% | −10−0.8% | Reduced |
| Cape Ann Savings Bank | 1,323 | $538.2K | 0.33% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $542.3K | 0.04% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 1,335 | $543.1K | 0.28% | +20+1.5% | Added |
| Cutler Capital Management, LLC | 1,336 | $543.5K | 0.21% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,338 | $544.3K | 0.17% | +10+0.8% | Added |
| M3 Advisory Group, LLC | 1,339 | $544.7K | 0.45% | +114+9.3% | Added |
| Values Added Financial LLC | 1,339 | $544.7K | 0.39% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,341 | $545.5K | 0.41% | −30−2.2% | Reduced |
| Morris Financial Concepts, Inc. | 1,341 | $545.5K | 0.26% | +10+0.8% | Added |
| Kure Advisory, LLC | 1,343 | $546.3K | 0.45% | +115+9.4% | Added |
| FSC Wealth Advisors, LLC | 1,343 | $546.3K | 0.40% | +16+1.2% | Added |
| Wealthstar Advisors, LLC | 1,344 | $546.7K | 0.44% | +88+7.0% | Added |
| Systematic Alpha Investments, LLC | 1,346 | $547.6K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 1,347 | $548.0K | 0.11% | −2,372−63.8% | Reduced |
| Financial Advisory Corp | 1,350 | $549.0K | 0.23% | +42+3.2% | Added |
| Bonness Enterprises Inc | 1,350 | $549.2K | 0.20% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $549.2K | 0.47% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,351 | $549.6K | 0.37% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,351 | $549.6K | 0.14% | +22+1.7% | Added |
| Opal Wealth Advisors, LLC | 1,353 | $550.4K | 0.18% | −118−8.0% | Reduced |
| Mainsail Asset Management, LLC | 1,364 | $554.9K | 0.44% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,366 | $555.6K | 0.29% | −103−7.0% | Reduced |
| Briaud Financial Planning, Inc | 1,369 | $556.0K | 0.32% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,369 | $556.9K | 0.31% | +24+1.8% | Added |
| AAFCPAs Wealth Management, LLC | 1,370 | $557.3K | 0.29% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,373 | $558.5K | 0.13% | −294−17.6% | Reduced |
| Madden Securities Corp | 1,374 | $558.9K | 0.25% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,376 | $559.8K | 0.27% | 00.0% | Unchanged |
| FC Advisory LLC | 1,378 | $560.6K | 0.21% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 1,258 | $560.6K | 0.39% | −4−0.3% | Reduced |
| Accel Wealth Management | 1,379 | $561.0K | 0.22% | −136−9.0% | Reduced |
| Ade, LLC | 1,380 | $561.4K | 0.38% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,369 | $561.9K | 0.12% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,383 | $562.8K | 0.27% | 00.0% | Unchanged |
| Balentine LLC | 1,386 | $563.8K | 0.03% | −26,890−95.1% | Reduced |
| Arcadia Wealth Management, LLC | 1,387 | $564.2K | 0.32% | +26+1.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,391 | $565.9K | 0.08% | −1−0.1% | Reduced |
| Indie Asset Partners, LLC | 1,393 | $566.7K | 0.45% | +52+3.9% | Added |
| Sanders Morris Harris LLC | 1,395 | $567.5K | 0.09% | −1,430−50.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,396 | $567.9K | 0.18% | +170+13.9% | Added |
| PFW Advisors LLC | 1,397 | $568.3K | 0.18% | −165−10.6% | Reduced |
| Fortitude Family Office, LLC | 1,398 | $568.7K | 0.32% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,401 | $569.9K | 0.18% | +510+57.2% | Added |
| Yoder Wealth Management, Inc. | 1,402 | $570.3K | 0.37% | +6+0.4% | Added |
| Martin Capital Advisors, LLP | 1,404 | $571.1K | 0.43% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $572.4K | 0.33% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,407 | $572.4K | 0.36% | +251+21.7% | Added |
| Heritage Wealth Management, Inc./Texas | 1,408 | $572.8K | 0.36% | +460+48.5% | Added |
| Highview Capital Management LLC | 1,411 | $574.0K | 0.24% | −20−1.4% | Reduced |
| Mendel Capital Management LLC | 1,413 | $574.8K | 0.37% | −1−0.1% | Reduced |
| Latitude Advisors, LLC | 1,416 | $575.9K | 0.35% | −82−5.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,420 | $578.0K | 0.21% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 1,422 | $578.3K | 0.38% | −48−3.3% | Reduced |
| Financial Advisors, LLC | 1,422 | $578.5K | 0.12% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 1,425 | $580.0K | 2.46% | +1,425 | New |
| Allegiance Financial Group Advisory Services LLC | 1,426 | $580.1K | 0.22% | −610−30.0% | Reduced |
| M. Kulyk & Associates, LLC | 1,426 | $580.1K | 0.13% | +135+10.5% | Added |
| JGP Wealth Management, LLC | 1,426 | $580.2K | 0.08% | −35−2.4% | Reduced |
| Cora Capital Advisors LLC | 1,428 | $580.9K | 0.30% | +2+0.1% | Added |
| Private Capital Advisors, Inc. | 1,431 | $582.0K | 0.06% | +80+5.9% | Added |
| Cedar Wealth Management, LLC | 1,434 | $583.4K | 0.19% | +7+0.5% | Added |
| Fortis Group Advisors, LLC | 1,435 | $583.8K | 0.12% | +884+160.4% | Added |
| Bruce G. Allen Investments, LLC | 1,436 | $584.2K | 0.49% | −130−8.3% | Reduced |
| Adell Harriman & Carpenter Inc | 1,447 | $588.8K | 0.05% | −80−5.2% | Reduced |
| Farrow Financial Inc. | 1,450 | $589.9K | 0.40% | −100−6.5% | Reduced |
| Absolute Capital Management, LLC | 1,452 | $590.7K | 0.36% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,453 | $591.1K | 0.21% | −15−1.0% | Reduced |
| Abner Herrman & Brock LLC | 1,458 | $593.0K | 0.08% | +536+58.1% | Added |
| Logan Capital Management Inc | 1,458 | $593.1K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,461 | $594.3K | 0.11% | −14,799−91.0% | Reduced |
| Braun-Bostich & Associates Inc. | 1,462 | $594.7K | 0.44% | −166−10.2% | Reduced |
| Schiavi & Co LLC | 1,465 | $596.0K | 0.23% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,465 | $596.0K | 0.15% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,465 | $596.0K | 0.07% | +31+2.2% | Added |