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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 1,977 | $909.9K | 0.42% | +263+15.3% | Added |
| Annapolis Financial Services, LLC | 1,985 | $913.4K | 0.27% | +26+1.3% | Added |
| Gentry Private Wealth, LLC | 1,986 | $914.1K | 0.75% | −2−0.1% | Reduced |
| ERTS Wealth Advisors, LLC | 1,987 | $914.5K | 0.17% | −11−0.6% | Reduced |
| Gleason Group, Inc. | 1,988 | $915.0K | 0.17% | −120−5.7% | Reduced |
| Campion Asset Management LLC | 1,991 | $916.4K | 0.67% | −55−2.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,966 | $919.8K | 0.58% | −50−2.5% | Reduced |
| GDS Wealth Management | 2,000 | $920.5K | 0.09% | +110+5.8% | Added |
| Symmetry Investments LP | 2,000 | $920.5K | 0.20% | +2,000 | New |
| Five Oceans Advisors | 2,006 | $923.3K | 0.44% | +3+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 2,009 | $924.7K | 0.12% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,010 | $925.1K | 0.53% | +1,500+294.1% | Added |
| Sym Financial Corp | 2,011 | $925.6K | 0.12% | +233+13.1% | Added |
| Juncture Wealth Strategies, LLC | 2,015 | $927.4K | 0.36% | −72−3.4% | Reduced |
| LJI Wealth Management, LLC | 2,015 | $927.4K | 0.19% | +89+4.6% | Added |
| L & S Advisors Inc | 2,016 | $927.9K | 0.10% | −19,576−90.7% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,019 | $929.3K | 0.64% | −15−0.7% | Reduced |
| Argent Capital Management LLC | 2,020 | $929.7K | 0.03% | −73−3.5% | Reduced |
| Virtus ETF Advisers LLC | 2,022 | $930.6K | 0.44% | −12−0.6% | Reduced |
| TCM Advisors, LLC | – | $930.6K | 0.77% | – | – |
| Iron Horse Wealth Management, LLC | 2,022 | $930.7K | 0.32% | +46+2.3% | Added |
| Boyar Asset Management Inc. | 2,026 | $932.5K | 0.60% | −45−2.2% | Reduced |
| NCM Capital Management, LLC | 2,028 | $933.4K | 0.45% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 2,029 | $933.9K | 0.42% | −5−0.2% | Reduced |
| Redmont Wealth Advisors LLC | 2,030 | $934.3K | 1.45% | −208−9.3% | Reduced |
| Partnership Wealth Management, LLC | 2,030 | $934.3K | 0.66% | +2,030 | New |
| Ogorek Anthony Joseph | 2,038 | $938.0K | 0.32% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $938.0K | 0.91% | 00.0% | Unchanged |
| TNF LLC | 2,051 | $938.9K | 0.34% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 2,035 | $940.1K | 0.10% | 00.0% | Unchanged |
| William Allan, LLC | 2,043 | $940.3K | 0.58% | +69+3.5% | Added |
| Triton Wealth Management, PLLC | 2,051 | $940.9K | 0.53% | −142−6.5% | Reduced |
| Sunflower Bank, N.A. | 2,045 | $941.2K | 0.26% | −25−1.2% | Reduced |
| Riversedge Advisors, LLC | 2,045 | $941.2K | 0.21% | +17+0.8% | Added |
| Cookson Peirce & Co Inc | 2,048 | $942.6K | 0.04% | +222+12.2% | Added |
| Navalign, LLC | 2,049 | $943.1K | 0.28% | +5+0.2% | Added |
| Wetherby Asset Management Inc | 2,055 | $945.8K | 0.04% | 00.0% | Unchanged |
| Cedrus LLC | 2,058 | $947.2K | 0.35% | +251+13.9% | Added |
| CAP Partners, LLC | 2,059 | $947.7K | 0.71% | +11+0.5% | Added |
| Empirical Asset Management, LLC | 7,205 | $947.8K | 0.34% | +10.0% | Added |
| Greenhouse Wealth Management, LLC | 2,060 | $948.1K | 0.64% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,061 | $948.6K | 0.37% | +105+5.4% | Added |
| Lagoda Investment Management, L.P. | 2,065 | $950.4K | 0.55% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,099 | $950.8K | 0.21% | −60−2.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,072 | $953.0K | 0.37% | +50+2.5% | Added |
| CKW Financial Group | 2,085 | $954.0K | 0.12% | +1,028+97.3% | Added |
| Aristotle Capital Management, LLC | 2,075 | $955.0K | 0.00% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 2,075 | $955.0K | 0.67% | +200+10.7% | Added |
| Revisor Wealth Management LLC | 2,075 | $955.0K | 0.60% | +270+15.0% | Added |
| Cascade Investment Group, Inc. | 2,079 | $956.9K | 0.70% | −371−15.1% | Reduced |
| Tang Capital Management LLC | 2,079 | $956.9K | 0.07% | +1,368+192.4% | Added |
| Van Eck Associates Corp | 2,079 | $957.0K | 0.00% | +94+4.7% | Added |
| Milestones Administradora de Recursos Ltda. | 2,080 | $957.3K | 0.38% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,080 | $957.3K | 0.15% | +132+6.8% | Added |
| Mangrove Partners | 2,081 | $957.8K | 0.09% | +2,081 | New |
| BOS Asset Management, LLC | 2,085 | $959.6K | 0.35% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,091 | $962.4K | 0.46% | +3+0.1% | Added |
| ABLE Financial Group, LLC | 2,093 | $963.3K | 0.30% | +61+3.0% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 2,094 | $963.8K | 0.87% | −10,999−84.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 2,094 | $964.0K | 1.14% | −12,849−86.0% | Reduced |
| Vista Investment Management | 2,096 | $964.7K | 0.36% | +17+0.8% | Added |
| DDFG, Inc | 2,099 | $966.1K | 0.28% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,100 | $966.4K | 0.26% | +1,118+113.8% | Added |
| Harbor Group, Inc. | 2,100 | $966.5K | 0.22% | −46−2.1% | Reduced |
| nVerses Capital, LLC | 2,100 | $966.5K | 0.44% | +2,100 | New |
| Selective Wealth Management, Inc. | 2,132 | $967.4K | 0.40% | −47−2.2% | Reduced |
| Abel Hall, LLC | 2,106 | $969.3K | 0.63% | −3−0.1% | Reduced |
| McGowan Group Asset Management, Inc. | 2,107 | $969.8K | 0.13% | +10+0.5% | Added |
| IMZ Advisory Inc | 2,100 | $970.1K | 0.45% | +72+3.6% | Added |
| Elk River Wealth Management, LLC | 2,110 | $971.1K | 0.18% | +2,110 | New |
| Phillips Financial Management, LLC | 2,113 | $972.5K | 0.08% | −232−9.9% | Reduced |
| New Covenant Trust Company, N.A. | 2,129 | $974.0K | 0.94% | +477+28.9% | Added |
| Congress Asset Management Co | 2,125 | $978.1K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,131 | $980.8K | 0.40% | +2,131 | New |
| Johnson Financial Group, LLC | 2,132 | $981.3K | 0.12% | −17−0.8% | Reduced |
| Insight Folios Inc | 2,135 | $982.7K | 0.35% | +295+16.0% | Added |
| Stableford Capital II LLC | 2,136 | $983.0K | 0.39% | −96−4.3% | Reduced |
| Concentric Wealth Management, LLC | 2,137 | $983.6K | 0.24% | −75−3.4% | Reduced |
| CoreFirst Bank & Trust | 2,138 | $984.0K | 0.57% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,189 | $987.1K | 0.38% | +2,189 | New |
| Index Fund Advisors, Inc. | 2,148 | $988.6K | 0.05% | +32+1.5% | Added |
| SimpliFi, Inc. | 2,150 | $989.6K | 0.44% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2,153 | $990.9K | 0.16% | −200−8.5% | Reduced |
| Sage Investment Advisers LLC | 2,158 | $993.2K | 1.04% | −19−0.9% | Reduced |
| Defined Wealth Management, LLC | 2,158 | $993.2K | 0.65% | +36+1.7% | Added |
| Red Lighthouse Investment Management, LLC | 2,159 | $993.7K | 0.39% | −10.0% | Reduced |
| apricus wealth, LLC | 2,161 | $994.6K | 0.66% | −20−0.9% | Reduced |
| Paladin Wealth, LLC | 2,167 | $997.4K | 0.87% | +2,167 | New |
| Wick Capital Partners, LLC | 2,170 | $998.5K | 0.32% | +520+31.5% | Added |
| Hilltop Partners LLC | 2,172 | $999.8K | 0.34% | +221+11.3% | Added |
| Capital Advisors, Ltd. LLC | 2,173 | $1.00M | 0.12% | +8+0.4% | Added |
| United Advisor Group, LLC | 2,176 | $1.00M | 0.23% | +164+8.2% | Added |
| Scientech Research LLC | 2,176 | $1.00M | 0.20% | +2,176 | New |
| Omnia Family Wealth, LLC | 2,178 | $1.00M | 0.43% | +248+12.8% | Added |
| Knightsbridge Asset Management, LLC | 2,178 | $1.00M | 0.22% | −47−2.1% | Reduced |
| Seven Mile Advisory | 2,183 | $1.00M | 0.66% | +136+6.6% | Added |
| Renaissance Group LLC | 2,185 | $1.01M | 0.04% | −76−3.4% | Reduced |
| Sterling Financial Planning, Inc. | 2,186 | $1.01M | 0.37% | −110−4.8% | Reduced |
| USAdvisors Wealth Management, LLC | 2,202 | $1.01M | 0.35% | +50+2.3% | Added |
| Heck Capital Advisors, LLC | 2,189 | $1.01M | 0.12% | −25−1.1% | Reduced |