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, 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
- 4,106
- +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
- 1,615 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| Retirement Financial Solutions, LLC | 1,538 | $707.9K | 0.31% | +16+1.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,543 | $710.1K | 0.53% | −300−16.3% | Reduced |
| Outlook Wealth Advisors, LLC | 1,544 | $710.6K | 0.20% | +168+12.2% | Added |
| Ridgecrest Wealth Partners, LLC | 1,544 | $710.6K | 0.37% | +500+47.9% | Added |
| Guild Investment Management, Inc. | 1,550 | $713.4K | 0.78% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 1,553 | $714.8K | 0.06% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,556 | $716.2K | 0.21% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 1,556 | $716.2K | 0.38% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,557 | $717.0K | 0.11% | +334+27.3% | Added |
| Corundum Group, Inc. | 1,559 | $717.5K | 0.33% | −1,691−52.0% | Reduced |
| Crestline Management, LP | 1,560 | $718.0K | 0.04% | +1,560 | New |
| Cooper/Haims Advisors, LLC | 1,561 | $718.5K | 0.40% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,563 | $719.4K | 0.28% | +254+19.4% | Added |
| Hengehold Capital Management LLC | 1,564 | $719.9K | 0.07% | +96+6.5% | Added |
| Aua Capital Management, LLC | 1,565 | $720.3K | 0.42% | −19−1.2% | Reduced |
| Burns Matteson Capital Management, LLC | 1,566 | $720.8K | 0.40% | +159+11.3% | Added |
| Motive Wealth Advisors | 1,773 | $721.3K | 0.43% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 1,568 | $721.7K | 0.02% | −461−22.7% | Reduced |
| Collective Family Office LLC | 1,571 | $723.1K | 0.20% | −114−6.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,575 | $724.9K | 0.43% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,577 | $725.8K | 0.73% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 1,578 | $726.3K | 0.42% | −1,963−55.4% | Reduced |
| Vantage Financial Partners, LLC | 1,579 | $726.5K | 0.18% | +79+5.3% | Added |
| Front Row Advisors LLC | 1,579 | $726.8K | 0.26% | −3,428−68.5% | Reduced |
| Gitterman Wealth Management, LLC | 1,579 | $726.8K | 0.30% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,581 | $727.7K | 0.76% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,583 | $728.6K | 0.03% | 00.0% | Unchanged |
| Mayport, LLC | 1,587 | $730.4K | 0.23% | +39+2.5% | Added |
| Accel Wealth Management | 1,587 | $730.4K | 0.27% | +208+15.1% | Added |
| Port Capital LLC | 1,591 | $732.0K | 0.03% | −10−0.6% | Reduced |
| Mosaic Financial Group, LLC | 1,592 | $733.0K | 0.52% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,600 | $736.4K | 0.45% | 00.0% | Unchanged |
| Addis & Hill, Inc | 1,602 | $737.0K | 0.56% | +1,602 | New |
| First Dallas Securities Inc. | 1,602 | $737.3K | 0.31% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,604 | $738.0K | 0.34% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,605 | $738.7K | 0.07% | +32+2.0% | Added |
| Clearwater Capital Advisors, LLC | 1,605 | $738.7K | 0.07% | +521+48.1% | Added |
| Braun-Bostich & Associates Inc. | 1,612 | $741.9K | 0.52% | +150+10.3% | Added |
| RNC Capital Management LLC | 1,825 | $742.4K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,613 | $742.5K | 0.05% | +313+24.1% | Added |
| 49 Wealth Management, LLC | 1,617 | $744.2K | 0.12% | +81+5.3% | Added |
| BTC Capital Management, Inc. | 1,618 | $744.7K | 0.07% | +4+0.2% | Added |
| Paloma Partners Management Co | 1,626 | $748.4K | 0.04% | −15,197−90.3% | Reduced |
| LifePlan Financial, LLC | 1,630 | $750.2K | 0.64% | −220−11.9% | Reduced |
| BlueChip Wealth Advisors LLC | 1,630 | $750.2K | 0.39% | −100−5.8% | Reduced |
| McClarren Financial Advisors, Inc. | 3,500 | $752.0K | 0.85% | −568−14.0% | Reduced |
| HBC Financial Services, PLLC | 1,658 | $754.0K | 0.46% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,641 | $755.3K | 0.37% | +590+56.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,644 | $756.7K | 0.22% | +248+17.8% | Added |
| Virtue Capital Management, LLC | 1,647 | $758.0K | 0.15% | −3,881−70.2% | Reduced |
| Landscape Capital Management, L.L.C. | 1,647 | $758.0K | 0.08% | −2,253−57.8% | Reduced |
| Wealth Management Partners, LLC | 1,649 | $759.0K | 0.35% | −3−0.2% | Reduced |
| OLIO Financial Planning | 2,123 | $759.1K | 0.32% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,650 | $759.4K | 0.63% | +1,650 | New |
| Jentner Corp | 1,653 | $760.8K | 0.23% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,660 | $764.0K | 0.20% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,666 | $766.8K | 0.10% | −47−2.7% | Reduced |
| Partners in Financial Planning | 1,667 | $767.3K | 0.15% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,667 | $767.3K | 0.33% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,668 | $767.7K | 0.25% | −617−27.0% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,669 | $768.2K | 0.65% | −63−3.6% | Reduced |
| Gateway Wealth Partners, LLC | 1,669 | $768.2K | 0.21% | −104−5.9% | Reduced |
| Warther Private Wealth, LLC | 1,670 | $768.6K | 0.27% | −636−27.6% | Reduced |
| Main Street Group, LTD | 1,674 | $770.5K | 0.30% | −6−0.4% | Reduced |
| Permit Capital, LLC | 1,675 | $770.9K | 0.24% | −150−8.2% | Reduced |
| Symmetry Partners, LLC | 1,676 | $771.4K | 0.18% | −7,212−81.1% | Reduced |
| Matisse Capital | 1,676 | $771.4K | 0.38% | +36+2.2% | Added |
| Holistic Planning, LLC | 1,678 | $772.3K | 0.33% | +85+5.3% | Added |
| Cherrydale Wealth Management, LLC | 1,691 | $778.3K | 0.32% | −17−1.0% | Reduced |
| ROI Financial Advisors, LLC | 1,691 | $778.3K | 0.54% | +822+94.6% | Added |
| Capital Planning LLC | 1,692 | $778.8K | 0.22% | +192+12.8% | Added |
| Axq Capital, LP | 1,695 | $780.1K | 0.24% | −4,630−73.2% | Reduced |
| Carl P. Sherr & Co., LLC | 1,699 | $782.0K | 0.41% | +55+3.3% | Added |
| Exchange Bank | 1,700 | $782.4K | 0.64% | −25−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,703 | $783.8K | 0.23% | +87+5.4% | Added |
| FinTrust Capital Advisors, LLC | 1,706 | $785.2K | 0.13% | −165−8.8% | Reduced |
| First Business Financial Services, Inc. | 1,706 | $785.2K | 0.08% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $786.6K | 0.49% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,711 | $787.5K | 0.55% | +1,711 | New |
| McCarthy & Cox | 1,712 | $787.7K | 0.30% | +602+54.2% | Added |
| FMB Wealth Management | 1,712 | $788.0K | 0.45% | 00.0% | Unchanged |
| Riverview Trust Co | 1,715 | $789.3K | 0.69% | −96−5.3% | Reduced |
| Keb Asset Management, LLC | 1,718 | $790.7K | 0.24% | −102−5.6% | Reduced |
| Atlas Private Wealth Advisors | 1,718 | $790.7K | 0.11% | +174+11.3% | Added |
| Prosperity Financial Group, Inc. | 1,719 | $791.2K | 0.44% | −566−24.8% | Reduced |
| Facet Wealth, Inc. | 1,753 | $792.7K | 0.02% | −522−22.9% | Reduced |
| Strategic Financial Concepts, LLC | 1,723 | $793.1K | 0.25% | −645,597−99.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,726 | $794.4K | 0.33% | +5+0.3% | Added |
| 1620 Investment Advisors, Inc. | 1,729 | $795.6K | 0.58% | −695−28.7% | Reduced |
| Baron Wealth Management LLC | 1,730 | $796.3K | 0.38% | +456+35.8% | Added |
| Acorn Creek Capital LLC | 1,733 | $797.6K | 0.42% | +116+7.2% | Added |
| Zions Bancorporation, N.A. | 1,735 | $798.6K | 0.06% | −135−7.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,739 | $800.4K | 0.21% | +89+5.4% | Added |
| Sutton Place Investors LLC | 1,742 | $801.8K | 0.49% | +147+9.2% | Added |
| Unionview, LLC | 1,746 | $803.6K | 0.63% | 00.0% | Unchanged |
| Tidemark, LLC | 1,751 | $805.9K | 0.33% | +81+4.9% | Added |
| Johnson & White Wealth Management, LLC | 1,752 | $806.0K | 0.69% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,757 | $808.7K | 0.15% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,824 | $811.8K | 0.68% | +1,824 | New |
| Olistico Wealth, LLC | 1,765 | $812.4K | 0.50% | 00.0% | Unchanged |