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; 4,929 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
- 1,442 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 201,539 | $82.0M | 0.60% | +34,834+20.9% | Added |
| Davis Asset Management, L.P. | 200,000 | $81.4M | 3.65% | 00.0% | Unchanged |
| AE Wealth Management LLC | 199,596 | $81.2M | 0.81% | +1,891+1.0% | Added |
| SG Americas Securities, LLC | 199,466 | $81.1M | 0.51% | −214,356−51.8% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 198,959 | $80.9M | 0.91% | +198,959 | New |
| Manitou Investment Management Ltd. | 198,669 | $80.8M | 18.08% | −1,572−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 183,113 | $80.4M | 0.74% | +2,405+1.3% | Added |
| Ingalls & Snyder LLC | 196,224 | $79.8M | 3.45% | +285+0.1% | Added |
| Fairview Capital Investment Management, LLC | 190,357 | $77.4M | 4.36% | −3,123−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 188,867 | $76.8M | 1.95% | +37,716+25.0% | Added |
| MAI Capital Management | 188,865 | $76.8M | 0.76% | +5,455+3.0% | Added |
| Howland Capital Management LLC | 187,140 | $76.1M | 3.64% | +514+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 186,134 | $75.7M | 2.83% | −1,039−0.6% | Reduced |
| Financial Counselors Inc | 184,569 | $75.1M | 1.21% | +1,985+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 183,792 | $74.8M | 0.77% | +14,868+8.8% | Added |
| Smith Chas P & Associates Pa Cpas | 183,742 | $74.7M | 4.43% | −1,666−0.9% | Reduced |
| Gunn & Co Investment Management, Inc. | 183,742 | $74.7M | 4.43% | +167,230+1,012.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 183,526 | $74.7M | 0.18% | +183,526 | New |
| Chicago Partners Investment Group LLC | 168,371 | $74.3M | 2.87% | +1,703+1.0% | Added |
| Canoe Financial LP | 176,173 | $74.1M | 1.37% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 181,675 | $73.9M | 0.31% | −5,067−2.7% | Reduced |
| River Road Asset Management, LLC | 180,481 | $73.4M | 1.05% | −52,588−22.6% | Reduced |
| Hudson Bay Capital Management LP | 180,000 | $73.2M | 0.55% | −538,000−74.9% | Reduced |
| University of Notre Dame du Lac | 177,781 | $72.3M | 100.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177,500 | $72.2M | 2.33% | −429−0.2% | Reduced |
| Intelligent Financial Strategies | 177,132 | $72.1M | 44.35% | +10,701+6.4% | Added |
| Archon Partners LLC | 176,800 | $71.9M | 9.23% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 176,002 | $71.6M | 0.33% | −2,843−1.6% | Reduced |
| Kames Capital plc | 175,729 | $71.5M | 1.01% | +161,378+1,124.5% | Added |
| Janus Henderson Group PLC | 174,724 | $71.1M | 0.04% | −38,251−18.0% | Reduced |
| Alpha Cubed Investments, LLC | 174,171 | $70.9M | 3.38% | +6,398+3.8% | Added |
| Lido Advisors, LLC | 173,317 | $70.5M | 0.58% | +14,674+9.2% | Added |
| Mraz, Amerine & Associates, Inc. | 172,458 | $70.2M | 14.41% | −2,629−1.5% | Reduced |
| Private Management Group Inc | 172,223 | $70.1M | 2.69% | −26,756−13.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 171,574 | $69.8M | 0.18% | +5,910+3.6% | Added |
| Perfromance Wealth Partners, LLC | 169,648 | $69.0M | 2.54% | +12,385+7.9% | Added |
| AMF Pensionsforsakring AB | 169,346 | $68.9M | 0.51% | +16,374+10.7% | Added |
| Kestra Private Wealth Services, LLC | 169,245 | $68.8M | 1.38% | +3,720+2.2% | Added |
| Miller Investment Management, LP | 168,917 | $68.7M | 8.21% | +445+0.3% | Added |
| Avantax Advisory Services, Inc. | 168,733 | $68.6M | 0.49% | +9,390+5.9% | Added |
| HRT Financial LP | 167,462 | $68.1M | 0.38% | +115,321+221.2% | Added |
| Carnegie Capital Asset Management, LLC | 165,770 | $67.4M | 2.10% | −8,913−5.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 165,650 | $67.4M | 6.27% | −3,116−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 165,580 | $67.4M | 0.98% | +30,868+22.9% | Added |
| Jacobi Capital Management LLC | 164,967 | $67.1M | 5.83% | −3,759−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 164,871 | $67.1M | 1.03% | −2,003−1.2% | Reduced |
| Cohen Klingenstein LLC | 164,439 | $66.9M | 2.43% | −863−0.5% | Reduced |
| S&CO Inc | 163,855 | $66.7M | 4.65% | −900−0.5% | Reduced |
| Roundview Capital LLC | 163,587 | $66.5M | 5.24% | +345+0.2% | Added |
| Amussen Hunsaker Associates LLC | 163,596 | $66.5M | 11.23% | +2,116+1.3% | Added |
| Warren Averett Asset Management, LLC | 163,308 | $66.4M | 1.30% | +22,839+16.3% | Added |
| Daiwa Securities Group Inc. | 163,072 | $66.3M | 0.35% | +16,412+11.2% | Added |
| Seizert Capital Partners, LLC | 160,645 | $65.4M | 3.25% | −10,393−6.1% | Reduced |
| Quantinno Capital Management LP | 160,041 | $65.1M | 1.17% | +13,388+9.1% | Added |
| Umb Bank N A | 159,537 | $64.9M | 1.06% | −35,614−18.2% | Reduced |
| Confluence Investment Management LLC | 159,192 | $64.8M | 0.93% | −6,393−3.9% | Reduced |
| Wittenberg Investment Management, Inc. | 158,022 | $64.3M | 21.90% | −5,060−3.1% | Reduced |
| Allen Investment Management LLC | 157,842 | $64.2M | 0.78% | −13,855−8.1% | Reduced |
| St. James Investment Company, LLC | 157,020 | $63.9M | 11.17% | −9,869−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 156,918 | $63.8M | 0.67% | +7,536+5.0% | Added |
| Oregon Public Employees Retirement Fund | 155,520 | $63.3M | 1.25% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 155,075 | $63.1M | 30.92% | +3,677+2.4% | Added |
| Nissay Asset Management Corp | 155,033 | $63.1M | 0.42% | +3,914+2.6% | Added |
| Oldfield Partners LLP | 154,647 | $62.9M | 11.89% | −19,700−11.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 154,460 | $62.8M | 0.74% | +5,704+3.8% | Added |
| Atria Wealth Solutions, Inc. | 154,357 | $62.8M | 0.70% | −1,767−1.1% | Reduced |
| DDD Partners, LLC | 154,334 | $62.8M | 7.28% | +1,131+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 153,962 | $62.6M | 0.30% | −106,328−40.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 153,551 | $62.5M | 1.55% | +1,245+0.8% | Added |
| Pacer Advisors, Inc. | 153,019 | $62.2M | 0.14% | +4,887+3.3% | Added |
| Panagora Asset Management Inc | 152,839 | $62.2M | 0.31% | −30,449−16.6% | Reduced |
| Advisors Capital Management, LLC | 151,886 | $61.8M | 1.08% | −12,440−7.6% | Reduced |
| Agf Management Ltd | 150,796 | $61.3M | 0.34% | −6,617−4.2% | Reduced |
| Parthenon LLC | 150,655 | $61.3M | 7.78% | −2,765−1.8% | Reduced |
| Baxter Bros Inc | 150,057 | $61.0M | 7.99% | −3,019−2.0% | Reduced |
| Tweedy, Browne Co LLC | 149,883 | $61.0M | 2.80% | −11,395−7.1% | Reduced |
| First Trust Advisors LP | 148,939 | $60.6M | 0.06% | +11,819+8.6% | Added |
| Macquarie Group Ltd | 148,511 | $60.4M | 0.07% | −136,619−47.9% | Reduced |
| Storebrand Asset Management AS | 148,123 | $60.3M | 0.20% | +3,652+2.5% | Added |
| Summitry LLC | 147,276 | $59.9M | 3.09% | +1,938+1.3% | Added |
| Wealthfront Advisers LLC | 146,543 | $59.6M | 0.20% | +1,530+1.1% | Added |
| Central Trust Co | 146,452 | $59.6M | 1.46% | +926+0.6% | Added |
| Segment Wealth Management, LLC | 146,182 | $59.5M | 4.39% | +797+0.5% | Added |
| Vontobel Holding Ltd. | 146,027 | $59.4M | 0.19% | +91,483+167.7% | Added |
| Teachers Retirement System of the State of Kentucky | 145,888 | $59.3M | 0.53% | −4,156−2.8% | Reduced |
| Founders Capital Management, LLC | 143,455 | $58.4M | 10.48% | −240.0% | Reduced |
| Maryland State Retirement & Pension System | 142,688 | $58.0M | 1.07% | −499−0.3% | Reduced |
| First Foundation Advisors | 142,472 | $58.0M | 2.21% | −1,443−1.0% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 140,600 | $57.2M | 21.78% | 00.0% | Unchanged |
| Northeast Investment Management | 140,497 | $57.2M | 2.69% | −1,571−1.1% | Reduced |
| JustInvest LLC | 140,324 | $57.0M | 1.09% | +16,435+13.3% | Added |
| Equitable Holdings, Inc. | 139,694 | $56.8M | 0.60% | +12,116+9.5% | Added |
| Mizuho Securities USA LLC | 139,587 | $56.8M | 1.26% | +139,587 | New |
| Lountzis Asset Management, LLC | 139,475 | $56.7M | 26.52% | −249−0.2% | Reduced |
| Ieq Capital, LLC | 138,391 | $56.3M | 0.76% | +4,032+3.0% | Added |
| Parsons Capital Management Inc | 138,366 | $56.3M | 3.83% | −1,763−1.3% | Reduced |
| Martingale Asset Management L P | 138,129 | $56.2M | 1.21% | −10,658−7.2% | Reduced |
| ING Groep NV | 138,049 | $56.2M | 0.33% | +138,049 | New |
| Greenleaf Trust | 137,865 | $56.1M | 0.53% | −535−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 137,658 | $56.0M | 0.89% | −580.0% | Reduced |