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 |
|---|---|---|---|---|---|
| 626 Financial, LLC | 2,190 | $1.01M | 0.56% | −74−3.3% | Reduced |
| Argyle Capital Management Inc. | 2,190 | $1.01M | 0.40% | +90+4.3% | Added |
| Tempus Wealth Planning, LLC | 2,192 | $1.01M | 0.37% | +85+4.0% | Added |
| Concorde Asset Management, LLC | 2,199 | $1.01M | 0.57% | −192−8.0% | Reduced |
| Power Wealth Management LLC | 2,201 | $1.01M | 0.43% | +219+11.0% | Added |
| Cedar Point Capital Partners, LLC | 2,203 | $1.01M | 0.70% | +15+0.7% | Added |
| First Pacific Financial | 2,206 | $1.02M | 0.24% | −241−9.8% | Reduced |
| Mattern Capital Management, LLC | 2,208 | $1.02M | 0.13% | +123+5.9% | Added |
| Charter Oak Capital Management, LLC | 2,208 | $1.02M | 0.09% | +16+0.7% | Added |
| Garrison Point Advisors, LLC | 2,210 | $1.02M | 0.63% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 2,211 | $1.02M | 0.72% | +100+4.7% | Added |
| Stamos Capital Partners, L.P. | 2,220 | $1.02M | 0.24% | −280−11.2% | Reduced |
| Brass Tax Wealth Management, Inc | 2,233 | $1.03M | 0.22% | +927+71.0% | Added |
| Landaas & Co | 2,240 | $1.03M | 0.29% | +400+21.7% | Added |
| Richard P Slaughter Associates Inc | 2,243 | $1.03M | 0.24% | −42−1.8% | Reduced |
| waypoint wealth counsel | 2,248 | $1.03M | 0.70% | +130+6.1% | Added |
| Maiden Cove Capital, LLC | 2,249 | $1.04M | 1.61% | +237+11.8% | Added |
| American Assets Investment Management, LLC | 2,250 | $1.04M | 0.09% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,255 | $1.04M | 0.09% | +1,042+85.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,256 | $1.04M | 0.07% | +2,256 | New |
| Diversified Portfolios, Inc. | 2,257 | $1.04M | 0.12% | −752−25.0% | Reduced |
| Tarbox Family Office, Inc. | 2,261 | $1.04M | 0.17% | −15−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 2,265 | $1.04M | 0.20% | +90+4.1% | Added |
| Sunpointe, LLC | 2,273 | $1.05M | 0.86% | +151+7.1% | Added |
| Mascoma Wealth Management LLC | 2,274 | $1.05M | 0.26% | +22+1.0% | Added |
| Accuvest Global Advisors | 2,275 | $1.05M | 0.90% | +2,275 | New |
| Sheets Smith Wealth Management | 2,277 | $1.05M | 0.13% | −232−9.2% | Reduced |
| Willis Johnson & Associates, Inc. | 2,279 | $1.05M | 0.08% | −73−3.1% | Reduced |
| Total Investment Management Inc | 2,284 | $1.05M | 0.12% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,288 | $1.05M | 0.29% | +212+10.2% | Added |
| First International Bank & Trust | 2,289 | $1.05M | 0.34% | +123+5.7% | Added |
| Visionary Horizons, LLC | 2,291 | $1.05M | 0.71% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 2,604 | $1.06M | 0.15% | −47−1.8% | Reduced |
| Woodward Diversified Capital, LLC | 2,302 | $1.06M | 0.67% | +61+2.7% | Added |
| Boltwood Capital Management | 2,306 | $1.06M | 0.31% | −59−2.5% | Reduced |
| Essex LLC | 2,306 | $1.06M | 0.22% | −27−1.2% | Reduced |
| Lebenthal Global Advisors, LLC | 2,307 | $1.06M | 0.22% | +72+3.2% | Added |
| LWMG, LLC | 2,310 | $1.06M | 0.20% | −10−0.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,318 | $1.07M | 0.22% | +500+27.5% | Added |
| Sage Rhino Capital LLC | 2,319 | $1.07M | 0.24% | +16+0.7% | Added |
| CMH Wealth Management LLC | 2,322 | $1.07M | 0.25% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,324 | $1.07M | 0.40% | +10+0.4% | Added |
| Covington Investment Advisors Inc. | 2,324 | $1.07M | 0.16% | +3+0.1% | Added |
| Private Client Services, LLC | 2,328 | $1.07M | 0.58% | +220+10.4% | Added |
| TPG Advisors LLC | 2,329 | $1.07M | 0.84% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,331 | $1.07M | 0.22% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 2,338 | $1.08M | 0.16% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,339 | $1.08M | 0.25% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,340 | $1.08M | 0.71% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,342 | $1.08M | 0.12% | +34+1.5% | Added |
| Farmers Trust Co | 2,342 | $1.08M | 0.20% | +275+13.3% | Added |
| Consilio Wealth Advisors, LLC | 2,345 | $1.08M | 0.45% | −58−2.4% | Reduced |
| Canopy Partners, LLC | 2,346 | $1.08M | 0.46% | −2−0.1% | Reduced |
| Ironsides Asset Advisors, LLC | 2,347 | $1.08M | 0.31% | +697+42.2% | Added |
| KPP Advisory Services LLC | 2,349 | $1.08M | 0.26% | +687+41.3% | Added |
| PAX Financial Group, LLC | 2,354 | $1.08M | 0.19% | +12+0.5% | Added |
| Cohen Capital Management, Inc. | 2,355 | $1.08M | 0.18% | +470+24.9% | Added |
| Riggs Asset Managment Co. Inc. | 2,362 | $1.09M | 0.30% | 00.0% | Unchanged |
| Eclectic Associates Inc | 2,372 | $1.09M | 0.43% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,373 | $1.09M | 0.14% | −13−0.5% | Reduced |
| Maia Wealth LLC | 2,387 | $1.09M | 0.27% | +479+25.1% | Added |
| MEMBERS Trust Co | 2,377 | $1.09M | 0.04% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,385 | $1.10M | 0.45% | +545+29.6% | Added |
| Chapman Investment Management, LLC | 2,391 | $1.10M | 0.80% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,395 | $1.10M | 0.20% | +39+1.7% | Added |
| Prosperitas Financial LLC | 2,396 | $1.10M | 0.59% | +366+18.0% | Added |
| Centennial Wealth Advisory LLC | 2,405 | $1.11M | 0.43% | −97−3.9% | Reduced |
| Eagle Bay Advisors LLC | 2,406 | $1.11M | 0.42% | −715−22.9% | Reduced |
| Old Point Trust & Financial Services N A | 2,408 | $1.11M | 0.40% | −75−3.0% | Reduced |
| Home Federal Bank of Tennessee | 2,408 | $1.11M | 0.32% | +4+0.2% | Added |
| Etesian Wealth Advisors, Inc. | 2,410 | $1.11M | 0.50% | +1,700+239.4% | Added |
| Hexagon Capital Partners LLC | 2,412 | $1.11M | 0.22% | −79−3.2% | Reduced |
| Phocas Financial Corp. | 2,412 | $1.11M | 0.16% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,412 | $1.11M | 0.59% | +11+0.5% | Added |
| Sunesis Advisors, LLC | 2,424 | $1.12M | 0.67% | −366−13.1% | Reduced |
| Treynor Bancshares, Inc. | 2,425 | $1.12M | 1.14% | −134−5.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,426 | $1.12M | 0.08% | +10.0% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,431 | $1.12M | 1.08% | +8+0.3% | Added |
| Bruni J V & Co | 2,433 | $1.12M | 0.12% | −79−3.1% | Reduced |
| Safeguard Financial, LLC | 2,433 | $1.12M | 0.26% | +111+4.8% | Added |
| SC&H Financial Advisors, Inc. | 2,439 | $1.12M | 0.25% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,447 | $1.13M | 0.64% | +470+23.8% | Added |
| River & Mercantile Asset Management LLP | 2,449 | $1.13M | 0.24% | +132+5.7% | Added |
| Evergreen Wealth Solutions, LLC | 2,453 | $1.13M | 0.77% | −305−11.1% | Reduced |
| Warwick Investment Management, Inc. | 2,456 | $1.13M | 0.27% | +599+32.3% | Added |
| Beacon Financial Advisory LLC | 2,462 | $1.13M | 0.39% | +328+15.4% | Added |
| TLWM | 2,464 | $1.13M | 0.23% | −56−2.2% | Reduced |
| Wealthquest Corp | 2,481 | $1.13M | 0.10% | −7−0.3% | Reduced |
| Narus Financial Partners, LLC | 2,470 | $1.14M | 0.41% | −57−2.3% | Reduced |
| Creative Capital Management Investments LLC | 2,484 | $1.14M | 0.48% | +40+1.6% | Added |
| Wealth Group Ltd | 2,485 | $1.14M | 0.33% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 2,485 | $1.14M | 0.48% | +25+1.0% | Added |
| Wealth Forward, LLC | 2,493 | $1.15M | 0.80% | −154−5.8% | Reduced |
| Hanlon Investment Management, Inc. | 2,499 | $1.15M | 0.32% | +74+3.1% | Added |
| RAM Investment Partners, LLC | 2,503 | $1.15M | 0.30% | +30+1.2% | Added |
| Rodgers Brothers Inc. | 2,503 | $1.15M | 0.15% | −137−5.2% | Reduced |
| Private Wealth Management Group, LLC | 2,504 | $1.15M | 0.46% | +16+0.6% | Added |
| Ariadne Wealth Management, LP | 2,508 | $1.15M | 0.63% | +695+38.3% | Added |
| Mountain Capital Investment Advisors, Inc | 2,475 | $1.15M | 0.25% | −21−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 2,510 | $1.16M | 0.74% | −45−1.8% | Reduced |