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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 1,765 | $812.4K | 0.16% | +178+11.2% | Added |
| Trillium Asset Management, LLC | 1,770 | $815.0K | 0.02% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,771 | $815.1K | 0.52% | +1,227+225.6% | Added |
| McMahon Financial Advisors, LLC | 1,772 | $815.6K | 0.18% | −15−0.8% | Reduced |
| Gainplan LLC | 2,006 | $816.0K | 0.39% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,774 | $816.5K | 0.12% | −25−1.4% | Reduced |
| Clay Northam Wealth Management, LLC | 1,775 | $817.0K | 0.56% | −5−0.3% | Reduced |
| Selway Asset Management | 1,780 | $819.3K | 0.32% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,780 | $819.3K | 0.27% | +264+17.4% | Added |
| Optimist Retirement Group LLC | 1,784 | $821.1K | 0.37% | 00.0% | Unchanged |
| Human Investing LLC | 1,785 | $821.6K | 0.15% | +100+5.9% | Added |
| Caerus Investment Advisors, LLC | 1,791 | $824.3K | 0.78% | 00.0% | Unchanged |
| New World Advisors LLC | 1,796 | $826.6K | 0.22% | −69−3.7% | Reduced |
| Great Waters Wealth Management | 1,800 | $828.4K | 0.11% | +80+4.7% | Added |
| Terril Brothers, Inc. | 1,800 | $828.5K | 0.27% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,801 | $828.9K | 0.55% | +9+0.5% | Added |
| Birchcreek Wealth Management, LLC | 1,803 | $829.8K | 0.54% | −282−13.5% | Reduced |
| United Bank | 1,803 | $829.8K | 0.10% | −1,560−46.4% | Reduced |
| Winslow Asset Management Inc | 1,806 | $831.0K | 0.15% | −8−0.4% | Reduced |
| Baker Boyer National Bank | 1,817 | $836.3K | 0.28% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,817 | $836.3K | 0.26% | +17+0.9% | Added |
| CWS Financial Advisors, LLC | 1,819 | $837.2K | 0.30% | −19−1.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,821 | $838.1K | 0.17% | +54+3.1% | Added |
| Verus Financial Partners, Inc. | 1,833 | $838.4K | 0.09% | +1+0.1% | Added |
| Gordian Advisors LLC | 1,822 | $838.6K | 0.67% | −68−3.6% | Reduced |
| State of Wyoming | 1,825 | $840.0K | 0.12% | −88−4.6% | Reduced |
| Red Spruce Capital, LLC | 1,825 | $840.0K | 0.38% | −18−1.0% | Reduced |
| PFC Capital Group, Inc. | 1,830 | $842.0K | 0.41% | +50+2.8% | Added |
| Monograph Wealth Advisors, LLC | 1,836 | $845.0K | 0.11% | −350−16.0% | Reduced |
| Capital Square, LLC | 1,837 | $845.5K | 0.51% | +104+6.0% | Added |
| Capital Investment Services of America, Inc. | 1,837 | $845.5K | 0.08% | −165−8.2% | Reduced |
| Legacy Wealth Management, LLC | 1,839 | $846.4K | 0.31% | +339+22.6% | Added |
| Oak Asset Management, LLC | 1,840 | $846.9K | 0.30% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $846.9K | 0.53% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,840 | $846.9K | 0.45% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,841 | $847.3K | 0.18% | +1,841 | New |
| Wells Trecaso Financial Group, LLC | 1,849 | $851.0K | 0.28% | −250−11.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,851 | $851.9K | 0.22% | +35+1.9% | Added |
| Old North State Trust, LLC | 1,852 | $852.0K | 0.69% | +15+0.8% | Added |
| Goodman Financial Corp | 1,855 | $853.8K | 0.19% | −28−1.5% | Reduced |
| Covestor Ltd | 1,854 | $854.0K | 0.54% | −142−7.1% | Reduced |
| Wallington Asset Management, LLC | 1,856 | $854.0K | 0.12% | +856+85.6% | Added |
| Falcon Wealth Planning | 1,865 | $858.3K | 0.10% | +80+4.5% | Added |
| Horan Securities, Inc. | 1,866 | $858.8K | 0.33% | −321−14.7% | Reduced |
| Meritas Wealth Management, LLC | 1,866 | $858.8K | 0.53% | +25+1.4% | Added |
| Paragon Financial Partners, Inc. | 1,870 | $860.7K | 0.63% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $860.7K | 0.19% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,873 | $862.1K | 0.61% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,876 | $863.4K | 0.23% | +56+3.1% | Added |
| Von Berge Wealth Management Group, LLC | 1,844 | $864.7K | 0.53% | −209−10.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,879 | $864.8K | 0.22% | −16−0.8% | Reduced |
| Estabrook Capital Management | 1,880 | $865.3K | 0.13% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 1,882 | $866.2K | 0.65% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,883 | $866.7K | 0.56% | +129+7.4% | Added |
| Choice Wealth Advisors, LLC | 1,888 | $869.0K | 0.43% | −24−1.3% | Reduced |
| White Pine Capital LLC | 1,889 | $869.4K | 0.30% | +73+4.0% | Added |
| Matrix Private Capital Group LLC | 1,889 | $869.6K | 0.50% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,893 | $871.5K | 0.11% | +467+32.7% | Added |
| WestHill Financial Advisors, Inc. | 1,894 | $871.7K | 0.20% | +31+1.7% | Added |
| Probity Advisors, Inc. | 1,897 | $873.1K | 0.17% | −53−2.7% | Reduced |
| Dearborn Partners LLC | 1,899 | $874.0K | 0.04% | −25−1.3% | Reduced |
| MGO Private Wealth, LLC | 1,900 | $874.5K | 0.62% | −396−17.2% | Reduced |
| Net Worth Advisory Group | 1,909 | $878.5K | 0.26% | +1,909 | New |
| Bogart Wealth, LLC | 1,912 | $880.0K | 0.04% | +446+30.4% | Added |
| Planned Solutions, Inc. | 1,915 | $881.4K | 0.36% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,917 | $882.2K | 0.18% | −38−1.9% | Reduced |
| Investment Partners Asset Management, Inc. | 1,918 | $882.8K | 0.72% | −10−0.5% | Reduced |
| Clayton Financial Group LLC | 1,918 | $882.8K | 0.33% | +125+7.0% | Added |
| Vanguard Capital Wealth Advisors | 1,923 | $885.1K | 0.93% | −60−3.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,923 | $885.1K | 0.17% | −13−0.7% | Reduced |
| Continental Investors Services, Inc. | 1,937 | $886.0K | 1.82% | −128−6.2% | Reduced |
| Advantage Trust Co | 1,927 | $886.9K | 0.60% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,927 | $886.9K | 0.19% | +28+1.5% | Added |
| Gilman Hill Asset Management, LLC | 1,928 | $887.4K | 0.15% | −70−3.5% | Reduced |
| RFP Financial Group LLC | 1,932 | $889.2K | 0.29% | −1,328−40.7% | Reduced |
| Gerber, LLC | 1,936 | $891.1K | 0.65% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,938 | $892.0K | 0.36% | −85−4.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,939 | $892.4K | 0.35% | +138+7.7% | Added |
| Curran Financial Partners, LLC | 1,941 | $893.4K | 0.25% | −25−1.3% | Reduced |
| Cedar Mountain Advisors, LLC | 1,941 | $893.4K | 0.20% | +42+2.2% | Added |
| Ulland Investment Advisors, LLC | 1,942 | $894.0K | 0.65% | −90−4.4% | Reduced |
| Coastal Investment Advisors, Inc. | 1,944 | $894.2K | 0.41% | −16,356−89.4% | Reduced |
| Curated Wealth Partners LLC | 1,944 | $894.7K | 0.11% | +40+2.1% | Added |
| One Wealth Advisors, LLC | 1,947 | $896.1K | 0.14% | −1,058−35.2% | Reduced |
| Capital CS Group, LLC | 1,950 | $897.5K | 1.08% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,951 | $898.0K | 0.18% | +16+0.8% | Added |
| Austin Private Wealth, LLC | 1,952 | $898.5K | 0.09% | −457−19.0% | Reduced |
| Emerald Advisors, LLC | 1,936 | $899.9K | 0.13% | −250−11.4% | Reduced |
| Family Investment Center, Inc. | 1,956 | $900.3K | 0.23% | −448−18.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,956 | $900.3K | 0.17% | −186−8.7% | Reduced |
| Wealthcare Capital Management LLC | 1,958 | $901.2K | 0.09% | +56+2.9% | Added |
| Transcendent Capital Group LLC | 1,964 | $904.0K | 0.46% | +256+15.0% | Added |
| Asset Planning Services Inc | 1,965 | $904.0K | 0.45% | −110−5.3% | Reduced |
| Holowesko Partners Ltd. | 1,965 | $904.4K | 0.48% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,966 | $904.9K | 0.31% | −331−14.4% | Reduced |
| Ewa, LLC | 1,939 | $906.9K | 0.32% | +258+15.3% | Added |
| Clear Point Advisors Inc. | 1,972 | $907.6K | 0.70% | +16+0.8% | Added |
| True Link Financial Advisors, LLC | 1,975 | $909.0K | 0.08% | +9+0.5% | Added |
| Strategic Advocates LLC | 1,976 | $909.5K | 0.33% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,976 | $909.5K | 0.13% | +1,976 | New |