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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 1,466 | $596.4K | 0.03% | −27−1.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,468 | $597.2K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,468 | $597.3K | 0.06% | +260+21.5% | Added |
| Sterling Wealth Management, Inc. | 1,475 | $600.0K | 0.28% | +55+3.9% | Added |
| Plan Group Financial, LLC | 1,475 | $600.1K | 0.37% | −4−0.3% | Reduced |
| Carr Financial Group Corp | 1,484 | $603.7K | 0.19% | +5+0.3% | Added |
| PCA Investment Advisory Services Inc. | 1,489 | $605.6K | 0.32% | +1+0.1% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,490 | $606.1K | 0.14% | −25−1.7% | Reduced |
| Level Financial Advisors, Inc. | 1,491 | $606.5K | 0.26% | −412−21.7% | Reduced |
| Lazari Capital Management, Inc. | 1,491 | $606.5K | 0.27% | +329+28.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,491 | $607.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,493 | $607.4K | 0.37% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,493 | $607.4K | 0.18% | +166+12.5% | Added |
| Mechanics Financial Corp | 1,495 | $608.2K | 0.31% | 00.0% | Unchanged |
| Truefg, LLC | 1,499 | $609.8K | 0.22% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,500 | $610.0K | 0.16% | +13+0.9% | Added |
| Anson Capital, Inc. | 1,500 | $610.2K | 0.60% | −15−1.0% | Reduced |
| Capital Planning LLC | 1,500 | $610.2K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $610.2K | 0.26% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 1,500 | $610.2K | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,613 | $612.2K | 0.12% | +110+1.3% | Added |
| Blackhawk Capital Partners LLC. | 1,506 | $612.6K | 0.37% | −129−7.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,509 | $613.9K | 0.47% | −12−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,511 | $614.7K | 0.14% | −15−1.0% | Reduced |
| Paulson Wealth Management Inc. | 1,511 | $614.7K | 0.18% | 00.0% | Unchanged |
| Coerente Capital Management | 1,512 | $615.1K | 0.12% | −40−2.6% | Reduced |
| Cetera Trust Company, N.A | 1,512 | $615.1K | 0.39% | −150−9.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,516 | $616.7K | 0.23% | −52−3.3% | Reduced |
| Miramar Capital, LLC | 1,516 | $616.7K | 0.15% | +740+95.4% | Added |
| Obsidian Personal Planning Solutions LLC | 1,516 | $616.9K | 0.38% | −896−37.1% | Reduced |
| FJ Capital Management LLC | 1,518 | $617.5K | 0.06% | +1,518 | New |
| Operose Advisors LLC | 1,520 | $618.3K | 0.22% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 1,522 | $619.1K | 0.29% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,525 | $620.4K | 0.45% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,528 | $621.6K | 0.38% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,536 | $622.4K | 0.12% | +178+13.1% | Added |
| ICA Group Wealth Management, LLC | 1,532 | $623.2K | 0.37% | −3,646−70.4% | Reduced |
| Somerset Trust Co | 1,533 | $623.6K | 0.26% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,535 | $624.4K | 0.47% | +9+0.6% | Added |
| Atlas Private Wealth Advisors | 1,544 | $628.1K | 0.10% | +612+65.7% | Added |
| Campbell Wealth Management | 1,546 | $629.0K | 0.20% | −120−7.2% | Reduced |
| Mayport, LLC | 1,548 | $629.7K | 0.22% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,550 | $630.5K | 0.72% | +67+4.5% | Added |
| Saxony Capital Management, LLC | 1,551 | $630.9K | 0.69% | −270−14.8% | Reduced |
| Villere St Denis J & Co LLC | 1,553 | $631.8K | 0.05% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,556 | $633.0K | 0.19% | −46−2.9% | Reduced |
| Shared Vision Wealth Group LLC | 1,556 | $633.1K | 0.37% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,561 | $635.0K | 0.36% | +194+14.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,573 | $639.9K | 0.07% | +102+6.9% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,575 | $640.7K | 0.45% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,577 | $641.5K | 0.68% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,579 | $642.3K | 0.25% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,580 | $642.7K | 0.32% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,581 | $643.2K | 0.76% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,583 | $644.0K | 0.03% | −1,701−51.8% | Reduced |
| Aua Capital Management, LLC | 1,584 | $644.4K | 0.39% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,585 | $644.8K | 0.30% | −56−3.4% | Reduced |
| Lifeworks Advisors, LLC | 1,587 | $645.6K | 0.18% | +35+2.3% | Added |
| Mosaic Financial Group, LLC | 1,592 | $648.0K | 0.47% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,595 | $648.8K | 0.43% | −180−10.1% | Reduced |
| Luminvest Wealth Management LLC | 1,416 | $649.0K | 0.30% | +16+1.1% | Added |
| Port Capital LLC | 1,601 | $651.0K | 0.03% | −202−11.2% | Reduced |
| Veridan Wealth LLC | 1,341 | $651.4K | 0.26% | +1,341 | New |
| First Dallas Securities Inc. | 1,602 | $651.7K | 0.29% | +2+0.1% | Added |
| Horizon Bancorp Inc | 1,604 | $653.0K | 0.31% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,610 | $654.7K | 0.34% | −2,061−56.1% | Reduced |
| BTC Capital Management, Inc. | 1,614 | $656.6K | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,616 | $657.4K | 0.21% | −46−2.8% | Reduced |
| Acorn Creek Capital LLC | 1,617 | $657.8K | 0.39% | +286+21.5% | Added |
| Doliver Advisors, LP | 1,619 | $658.6K | 0.18% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,520 | $660.4K | 0.53% | +95+6.7% | Added |
| Brooks, Moore & Associates, Inc. | 1,635 | $665.1K | 0.43% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 1,640 | $667.2K | 0.19% | −2,728−62.5% | Reduced |
| Matisse Capital | 1,640 | $667.2K | 0.33% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,644 | $668.8K | 0.37% | −150−8.4% | Reduced |
| Wealthgate Family Office, LLC | 1,644 | $668.8K | 1.65% | 00.0% | Unchanged |
| Holistic Planning, LLC | 1,593 | $669.9K | 0.51% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,650 | $671.0K | 0.23% | +285+20.9% | Added |
| Ironsides Asset Advisors, LLC | 1,650 | $671.2K | 0.22% | −850−34.0% | Reduced |
| Tradewinds Capital Management, LLC | 1,650 | $671.2K | 0.20% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,652 | $672.0K | 0.33% | −25−1.5% | Reduced |
| Jentner Corp | 1,653 | $672.4K | 0.22% | −548−24.9% | Reduced |
| Commonwealth Retirement Investments LLC | 1,654 | $672.8K | 0.31% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,660 | $675.3K | 0.18% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,660 | $675.3K | 0.19% | +423+34.2% | Added |
| KPP Advisory Services LLC | 1,662 | $676.1K | 0.18% | +834+100.7% | Added |
| Atlas Wealth LLC | 1,667 | $676.4K | 0.11% | −54−3.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,667 | $678.1K | 0.55% | −1,875−52.9% | Reduced |
| Partners in Financial Planning | 1,667 | $678.1K | 0.15% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,669 | $678.9K | 0.09% | +246+17.3% | Added |
| Tidemark, LLC | 1,670 | $679.4K | 0.31% | +82+5.2% | Added |
| Coombe, Bender & Co LLC | 1,671 | $679.9K | 0.40% | +31+1.9% | Added |
| Marex Group plc | 1,673 | $680.6K | 0.02% | +1,673 | New |
| Main Street Group, LTD | 1,680 | $680.9K | 0.28% | −271−13.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,600 | $685.4K | 0.45% | +500+45.5% | Added |
| Collective Family Office LLC | 1,685 | $685.5K | 0.20% | −37−2.1% | Reduced |
| Human Investing LLC | 1,685 | $685.5K | 0.13% | +125+8.0% | Added |
| Eschler Asset Management LLP | 1,692 | $688.3K | 0.54% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,700 | $691.6K | 0.37% | +50+3.0% | Added |
| First Business Financial Services, Inc. | 1,706 | $694.0K | 0.07% | −80−4.5% | Reduced |