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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 137,574 | $56.0M | 13.56% | −2,209−1.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 137,345 | $55.9M | 3.54% | +444+0.3% | Added |
| Beck Mack & Oliver LLC | 137,199 | $55.8M | 1.16% | −34,069−19.9% | Reduced |
| Findlay Park Partners LLP | 136,636 | $55.6M | 0.52% | −1,000−0.7% | Reduced |
| Kentucky Retirement Systems | 136,422 | $55.5M | 1.61% | −1,752−1.3% | Reduced |
| Lazard Asset Management LLC | 135,618 | $55.2M | 0.07% | −4,020−2.9% | Reduced |
| Burgundy Asset Management Ltd. | 134,951 | $54.9M | 0.58% | −1,385−1.0% | Reduced |
| Norris Perne & French LLP | 134,725 | $54.8M | 3.96% | −1,434−1.1% | Reduced |
| Avenir Corp | 133,322 | $54.2M | 5.27% | −13,499−9.2% | Reduced |
| Heritage Wealth Advisors | 131,445 | $53.5M | 2.41% | +3,180+2.5% | Added |
| Mar Vista Investment Partners LLC | 131,343 | $53.4M | 2.63% | −16,880−11.4% | Reduced |
| Guyasuta Investment Advisors Inc | 147,584 | $52.6M | 3.88% | −1,612−1.1% | Reduced |
| Welch & Forbes LLC | 128,142 | $52.4M | 0.70% | −1,024−0.8% | Reduced |
| Hosking Partners LLP | 127,301 | $51.8M | 1.92% | −18,901−12.9% | Reduced |
| Federated Hermes, Inc. | 126,795 | $51.6M | 0.12% | −14,240−10.1% | Reduced |
| Elgethun Capital Management | 126,650 | $51.5M | 12.99% | +3,783+3.1% | Added |
| GoodHaven Capital Management, LLC | 126,119 | $51.3M | 18.84% | +12,505+11.0% | Added |
| Lafayette Investments, Inc. | 125,419 | $51.0M | 11.60% | −2,563−2.0% | Reduced |
| WS Management LLLP | 124,905 | $50.8M | 4.77% | −3,200−2.5% | Reduced |
| FJ Investments, LLC | 124,575 | $50.7M | 4.94% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 124,552 | $50.7M | 4.69% | −679−0.5% | Reduced |
| South Dakota Investment Council | 124,137 | $50.5M | 1.04% | −7,939−6.0% | Reduced |
| Fiduciary Trust Co | 123,561 | $50.3M | 0.75% | −1,344−1.1% | Reduced |
| Am Investment Strategies LLC | 123,032 | $50.0M | 12.34% | +2,624+2.2% | Added |
| Clearstead Advisors, LLC | 122,990 | $50.0M | 0.85% | +65,897+115.4% | Added |
| St Germain D J Co Inc | 122,606 | $49.9M | 2.41% | −1,758−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,062 | $49.7M | 0.52% | −5,734−4.5% | Reduced |
| MUFG Securities EMEA plc | 122,000 | $49.6M | 2.21% | +122,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121,875 | $49.6M | 2.13% | −716−0.6% | Reduced |
| Polar Capital Holdings Plc | 121,488 | $49.4M | 0.29% | −489−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 299,563 | $49.4M | 1.54% | +1,317+0.4% | Added |
| Thomasville National Bank | 120,309 | $48.9M | 3.92% | +1,006+0.8% | Added |
| Trust Co of Vermont | 119,556 | $48.6M | 2.64% | +842+0.7% | Added |
| New Capital Management LP | 119,537 | $48.6M | 14.92% | +10,340+9.5% | Added |
| AXA S.A. | 118,934 | $48.4M | 0.14% | −58,216−32.9% | Reduced |
| Close Asset Management Ltd | 118,196 | $48.1M | 1.64% | +6,467+5.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 118,128 | $48.1M | 1.64% | −2,912−2.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 117,993 | $48.0M | 13.26% | +327+0.3% | Added |
| Illinois Municipal Retirement Fund | 117,747 | $47.9M | 0.73% | +124+0.1% | Added |
| HB Wealth Management, LLC | 117,663 | $47.9M | 0.56% | +6,062+5.4% | Added |
| Busey Wealth Management | 117,634 | $47.9M | 1.64% | +2,279+2.0% | Added |
| Jones Financial Companies LLLP | 117,439 | $47.8M | 0.06% | +38,268+48.3% | Added |
| Hartford Investment Management Co | 115,974 | $47.2M | 1.62% | −1,621−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 115,893 | $47.1M | 0.70% | −6,302−5.2% | Reduced |
| Elo Mutual Pension Insurance Co | 114,987 | $46.8M | 1.10% | −4,784−4.0% | Reduced |
| Cook & Bynum Capital Management, LLC | 114,960 | $46.8M | 35.59% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 114,705 | $46.7M | 0.76% | +63,575+124.3% | Added |
| Asset Management Advisors, LLC | 113,247 | $46.1M | 35.18% | +1,441+1.3% | Added |
| Academy Capital Management Inc | 113,166 | $46.0M | 8.31% | −196−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 113,079 | $46.0M | 0.34% | −118,268−51.1% | Reduced |
| Chemistry Wealth Management LLC | 112,929 | $45.9M | 11.87% | +1,440+1.3% | Added |
| Harvey Investment Co LLC | 112,862 | $45.9M | 5.49% | −2,140−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 112,524 | $45.8M | 3.00% | +1,253+1.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 110,489 | $45.7M | 16.00% | −533−0.5% | Reduced |
| Allworth Financial LP | 104,945 | $45.6M | 0.29% | +7,379+7.6% | Added |
| Pinnacle Associates Ltd | 111,967 | $45.5M | 0.71% | −967−0.9% | Reduced |
| GenTrust, LLC | 111,289 | $45.3M | 2.46% | +104,348+1,503.4% | Added |
| Capital Advisors Inc | 111,100 | $45.2M | 0.93% | −45,428−29.0% | Reduced |
| Worldquant Millennium Advisors LLC | 110,775 | $45.1M | 0.41% | +73,552+197.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 110,576 | $45.0M | 0.16% | +2,228+2.1% | Added |
| South State Corp. | 110,539 | $45.0M | 3.28% | +685+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 110,261 | $44.9M | 0.46% | +307+0.3% | Added |
| Chilton Investment Co LLC | 109,992 | $44.7M | 1.26% | −77,909−41.5% | Reduced |
| Stock Yards Bank & Trust Co | 109,369 | $44.5M | 1.47% | −4,260−3.7% | Reduced |
| 1832 Asset Management L.P. | 109,328 | $44.5M | 0.08% | −291,683−72.7% | Reduced |
| Gateway Advisory, LLC | 109,016 | $44.3M | 7.53% | +1,933+1.8% | Added |
| Culbertson A N & Co Inc | 108,234 | $44.0M | 7.69% | +170+0.2% | Added |
| Gulf International Bank (UK) Ltd | 107,809 | $43.9M | 1.11% | −3,995−3.6% | Reduced |
| Citadel Investment Advisory, Inc. | 107,719 | $43.8M | 24.91% | −100.0% | Reduced |
| Saybrook Capital | 107,121 | $43.6M | 12.34% | −2,547−2.3% | Reduced |
| Portland Investment Counsel Inc. | 106,908 | $43.5M | 15.67% | +2,821+2.7% | Added |
| KBC Group NV | 106,842 | $43.5M | 0.13% | +2,712+2.6% | Added |
| SRB Corp | 106,799 | $43.4M | 2.57% | −108,470−50.4% | Reduced |
| Main Street Research LLC | 106,734 | $43.4M | 2.86% | +2,746+2.6% | Added |
| Locust Wood Capital Advisers, LLC | 106,347 | $43.3M | 1.60% | −33,908−24.2% | Reduced |
| Philadelphia Trust Co | 105,216 | $42.8M | 3.33% | +1,401+1.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 93,706 | $42.4M | 0.16% | −9,095−8.8% | Reduced |
| Securian Asset Management, Inc | 104,098 | $42.3M | 1.24% | −3,066−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 103,840 | $42.2M | 1.17% | +953+0.9% | Added |
| Ironvine Capital Partners, LLC | 103,512 | $42.1M | 4.61% | −3,830−3.6% | Reduced |
| Wintrust Investments LLC | 103,227 | $42.0M | 3.42% | −577−0.6% | Reduced |
| SFMG, LLC | 103,050 | $41.9M | 3.64% | +1,226+1.2% | Added |
| Grandfield & Dodd, LLC | 102,816 | $41.8M | 2.65% | −589−0.6% | Reduced |
| Magellan Asset Management Ltd | 102,472 | $41.7M | 0.40% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 102,400 | $41.7M | 0.80% | −3,500−3.3% | Reduced |
| Ancora Advisors, LLC | 101,950 | $41.5M | 1.03% | −566−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 101,838 | $41.4M | 1.56% | −6,557−6.0% | Reduced |
| CapWealth Advisors, LLC | 101,831 | $41.4M | 5.24% | −15,967−13.6% | Reduced |
| Farmers & Merchants Investments Inc | 101,765 | $41.4M | 1.38% | +2,756+2.8% | Added |
| PGGM Investments | 101,259 | $41.2M | 0.59% | −17,691−14.9% | Reduced |
| RSM US Wealth Management LLC | 101,471 | $41.1M | 0.69% | +39,211+63.0% | Added |
| Templeton & Phillips Capital Management, LLC | 100,974 | $41.1M | 36.44% | +40.0% | Added |
| Cullen Investment Group, Ltd. | 100,538 | $40.9M | 6.52% | −3,311−3.2% | Reduced |
| Defender Capital, LLC. | 100,530 | $40.9M | 13.97% | +1,656+1.7% | Added |
| Foundation Resource Management Inc | 100,331 | $40.8M | 6.52% | −986−1.0% | Reduced |
| Modera Wealth Management, LLC | 99,857 | $40.6M | 0.60% | −1,981−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 98,946 | $40.3M | 0.43% | −431−0.4% | Reduced |
| Avalon Trust Co | 98,926 | $40.2M | 3.19% | −200.0% | Reduced |
| Bokf, NA | 97,098 | $39.5M | 0.71% | +6,694+7.4% | Added |
| Matthew Goff Investment Advisor, LLC | 96,377 | $39.2M | 8.00% | −172−0.2% | Reduced |