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, Q3 2024
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- 4,105
- +120 vs. Q2 2024
- Shares held
- 872.0M
- +121.0M (+16.1%) vs. Q2 2024
- Total value
- $396.3B
- +$91.0B (+29.8%) vs. Q2 2024
- New holders
- 204
- 1,637 more added
- Sold out
- 84
- 1,614 more reduced
47 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DRH Investments, Inc. | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,552,054 | $3.37K | 0.00% | +1,548,867+48,599.5% | Added |
| LFA - Lugano Financial Advisors SA | 10 | $4.60K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 10 | $4.60K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $4.70K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $6.44K | 0.00% | +4+40.0% | Added |
| ClariVest Asset Management LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $12.6K | 0.01% | −13−32.5% | Reduced |
| Solstein Capital, LLC | 30 | $13.8K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 32 | $14.7K | 0.01% | +7+28.0% | Added |
| Ravenstone Capital Management Inc. | 38 | $17.5K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 40 | $18.4K | 0.00% | +40 | New |
| Quarry LP | 42 | $19.3K | 0.01% | −305−87.9% | Reduced |
| Altshuler Shaham Ltd | 45 | $20.7K | 0.00% | −5−10.0% | Reduced |
| PayPay Securities Corp | 45 | $20.7K | 1.84% | +15+50.0% | Added |
| Basso Capital Management, L.P. | 45 | $20.7K | 0.02% | +45 | New |
| Transamerica Financial Advisors, Inc. | 47 | $22.0K | 0.00% | +47 | New |
| HGK Asset Management Inc | 50 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 51 | $23.5K | 0.01% | +51 | New |
| Wiser Advisor Group LLC | 58 | $26.7K | 0.04% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 59 | $27.0K | 0.02% | −37−38.5% | Reduced |
| NCP Inc. | 65 | $29.9K | 0.02% | −35−35.0% | Reduced |
| Abich Financial Wealth Management LLC | 67 | $30.8K | 0.07% | −299−81.7% | Reduced |
| Essex Investment Management Co LLC | 76 | $35.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 76 | $35.0K | 0.02% | −25−24.8% | Reduced |
| Broadwater Capital Management LLC | 77 | $35.4K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 87 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 97 | $44.6K | 0.01% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 100 | $46.0K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 106 | $48.8K | 0.04% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 110 | $50.6K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 111 | $51.1K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $51.5K | 0.04% | +54+93.1% | Added |
| Accordant Advisory Group Inc | 115 | $52.9K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 118 | $54.3K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 120 | $55.2K | 0.00% | −380−76.0% | Reduced |
| Stone House Investment Management, LLC | 123 | $56.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 124 | $57.1K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 125 | $57.5K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 127 | $57.8K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 134 | $62.0K | 0.00% | +134 | New |
| REAP Financial Group, LLC | 137 | $63.1K | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 149 | $68.6K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 151 | $69.5K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 159 | $73.2K | 0.06% | +14+9.7% | Added |
| Penserra Capital Management LLC | 165 | $75.0K | 0.00% | +3+1.9% | Added |
| Gables Capital Management Inc. | 170 | $78.2K | 0.04% | −5−2.9% | Reduced |
| Thompson Investment Management, Inc. | 171 | $78.7K | 0.01% | −50−22.6% | Reduced |
| Lowe Wealth Advisors, LLC | 182 | $83.8K | 0.04% | +62+51.7% | Added |
| Luken Investment Analytics, LLC | 184 | $84.7K | 0.04% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 185 | $85.1K | 0.08% | +185 | New |
| Christopher J. Hasenberg, Inc | 192 | $87.1K | 0.04% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 191 | $87.9K | 0.06% | −15−7.3% | Reduced |
| Silicon Valley Community Foundation | 193 | $88.8K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 194 | $89.3K | 0.04% | 00.0% | Unchanged |
| Sycomore Asset Management | 200 | $91.0K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $92.1K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 202 | $93.0K | 0.04% | −275−57.7% | Reduced |
| Westend Capital Management, LLC | 209 | $96.2K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 211 | $97.1K | 0.04% | −186−46.9% | Reduced |
| True Wealth Design, LLC | 234 | $107.7K | 0.04% | +20+9.3% | Added |
| Richard W. Paul & Associates, LLC | 235 | $108.2K | 0.04% | −4−1.7% | Reduced |
| Valued Wealth Advisors LLC | 243 | $111.8K | 0.07% | +51+26.6% | Added |
| Dougherty Wealth Advisers LLC | 248 | $114.1K | 0.09% | −6−2.4% | Reduced |
| MRP Capital Investments, LLC | 250 | $115.1K | 0.11% | +250 | New |
| Standard Family Office LLC | 256 | $117.8K | 0.14% | 00.0% | Unchanged |
| NWK Group, Inc. | 268 | $123.3K | 0.05% | +268 | New |
| SIMA Wealth Partners, LLC | 274 | $126.1K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $130.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 284 | $130.7K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 286 | $131.6K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 288 | $132.6K | 0.05% | −33−10.3% | Reduced |
| Legacy Investment Solutions, LLC | 284 | $132.9K | 0.08% | +284 | New |
| Legacy Wealth Managment, LLC | 284 | $132.9K | 0.08% | +284 | New |
| Dakota Community Bank & Trust NA | 291 | $133.9K | 0.67% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 295 | $135.8K | 0.04% | +150+103.4% | Added |
| FNY Investment Advisers, LLC | 300 | $138.0K | 0.07% | +300 | New |
| Ramirez Asset Management, Inc. | 300 | $138.1K | 0.03% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 322 | $148.2K | 0.08% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 335 | $154.2K | 0.05% | +8+2.4% | Added |
| Naples Money Management LLC | 358 | $164.8K | 0.14% | −30−7.7% | Reduced |
| Ameliora Wealth Management Ltd. | 360 | $165.7K | 0.07% | −200−35.7% | Reduced |
| Guardian Wealth Management, Inc. | 361 | $166.2K | 0.12% | −1−0.3% | Reduced |
| Macroview Investment Management LLC | 362 | $166.6K | 0.16% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 365 | $168.0K | 0.05% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 374 | $172.1K | 0.13% | +15+4.2% | Added |
| Red Tortoise LLC | 376 | $173.1K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 382 | $175.8K | 0.19% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 388 | $178.6K | 0.07% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 390 | $180.0K | 0.15% | −4−1.0% | Reduced |
| Dunhill Financial, LLC | 392 | $180.5K | 0.09% | −43−9.9% | Reduced |
| Hoese & Co LLP | 400 | $184.1K | 0.15% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 406 | $186.6K | 0.14% | 00.0% | Unchanged |
| PSI Advisors, LLC | 415 | $191.0K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 419 | $192.8K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 420 | $193.4K | 0.11% | +21+5.3% | Added |
| Mizuho Bank, Ltd. | 430 | $197.9K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 434 | $199.8K | 0.06% | +45+11.6% | Added |