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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 2,510 | $1.16M | 0.83% | +52+2.1% | Added |
| Cary Street Partners Asset Management LLC | 2,515 | $1.16M | 0.15% | −31−1.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,515 | $1.16M | 0.56% | −81−3.1% | Reduced |
| Kennebec Savings Bank | 2,516 | $1.16M | 1.15% | +2,516 | New |
| Triune Financial Partners, LLC | 2,528 | $1.16M | 0.37% | −50−1.9% | Reduced |
| Activest Wealth Management | 2,529 | $1.16M | 0.36% | +199+8.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,530 | $1.16M | 0.67% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,536 | $1.17M | 0.33% | −216−7.8% | Reduced |
| Horizon Family Wealth, Inc. | 2,537 | $1.17M | 0.83% | +18+0.7% | Added |
| Valley Brook Capital Group | 2,540 | $1.17M | 0.84% | +5+0.2% | Added |
| Financial Perspectives, Inc | 2,543 | $1.17M | 0.41% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,546 | $1.17M | 0.57% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,550 | $1.17M | 0.08% | +462+22.1% | Added |
| Sawgrass Asset Management LLC | 2,551 | $1.17M | 0.12% | −3−0.1% | Reduced |
| Cassia Capital Partners, LLC | 2,552 | $1.17M | 0.78% | −137−5.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,553 | $1.18M | 0.18% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,555 | $1.18M | 0.52% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,558 | $1.18M | 0.24% | +98+4.0% | Added |
| CMC Financial Group | 2,559 | $1.18M | 1.73% | −184−6.7% | Reduced |
| Woodward Financial Advisors, Inc. | 2,561 | $1.18M | 0.59% | −31−1.2% | Reduced |
| Parkside Advisors LLC | 2,574 | $1.18M | 0.28% | −1,208−31.9% | Reduced |
| Affinity Capital Advisors, LLC | 2,574 | $1.18M | 0.23% | +150+6.2% | Added |
| Per Stirling Capital Management, LLC. | 2,580 | $1.19M | 0.16% | +107+4.3% | Added |
| Burton Enright Welch | 2,585 | $1.19M | 0.26% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,591 | $1.19M | 0.38% | +11+0.4% | Added |
| Acorns Advisers, LLC | 2,591 | $1.19M | 0.01% | +342+15.2% | Added |
| MN Wealth Advisors, LLC | 2,593 | $1.19M | 0.68% | −16−0.6% | Reduced |
| Beacon Capital Management, LLC | 2,599 | $1.20M | 0.17% | +62+2.4% | Added |
| Wellington Shields Capital Management, LLC | 2,600 | $1.20M | 0.21% | +130+5.3% | Added |
| Atom Investors LP | 2,608 | $1.20M | 0.13% | +80+3.2% | Added |
| Northwest Capital Management Inc | 2,611 | $1.20M | 0.43% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,617 | $1.20M | 0.42% | +180+7.4% | Added |
| Financial Network Wealth Advisors LLC | 2,618 | $1.20M | 0.99% | +59+2.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,725 | $1.21M | 0.46% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,621 | $1.21M | 0.25% | +297+12.8% | Added |
| First Financial Bankshares Inc | 2,622 | $1.21M | 0.03% | +113+4.5% | Added |
| Rice Hall James & Associates, LLC | 2,625 | $1.21M | 0.07% | −175−6.3% | Reduced |
| Seascape Capital Management | 2,626 | $1.21M | 0.43% | +5+0.2% | Added |
| Syverson Strege & Co | 2,630 | $1.21M | 0.41% | −288−9.9% | Reduced |
| Darden Wealth Group Inc | 2,633 | $1.21M | 0.87% | +6+0.2% | Added |
| BCS Wealth Management | 2,633 | $1.21M | 0.52% | +232+9.7% | Added |
| Goldstone Financial Group, LLC | 2,634 | $1.21M | 0.21% | +727+38.1% | Added |
| Flynn Zito Capital Management, LLC | 2,639 | $1.21M | 0.59% | −200−7.0% | Reduced |
| Rowland & Co Investment Counsel | 2,642 | $1.22M | 0.25% | +10+0.4% | Added |
| Financial Management Professionals, Inc. | 2,645 | $1.22M | 0.15% | +7+0.3% | Added |
| Creekmur Asset Management LLC | 2,645 | $1.22M | 0.29% | −88−3.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,648 | $1.22M | 0.18% | +420+18.9% | Added |
| River Street Advisors LLC | 2,648 | $1.22M | 0.66% | −70−2.6% | Reduced |
| Legacy Capital Group California, Inc. | 2,650 | $1.22M | 0.41% | +310+13.2% | Added |
| McNaughton Wealth Management, LLC | 2,653 | $1.22M | 0.59% | +21+0.8% | Added |
| Cardinal Strategic Wealth Guidance | 2,658 | $1.22M | 0.40% | −31−1.2% | Reduced |
| Francis Financial, Inc. | 2,659 | $1.22M | 0.32% | +343+14.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,665 | $1.23M | 0.57% | −235−8.1% | Reduced |
| Veracity Capital LLC | 2,667 | $1.23M | 0.47% | +158+6.3% | Added |
| Country Trust Bank | 2,672 | $1.23M | 0.03% | +200+8.1% | Added |
| Carmel Capital Partners, LLC | 2,675 | $1.23M | 0.48% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,677 | $1.23M | 0.14% | +20+0.8% | Added |
| Family Firm, Inc. | 2,680 | $1.23M | 0.27% | −39,144−93.6% | Reduced |
| First National Bank | 2,681 | $1.23M | 0.86% | −165−5.8% | Reduced |
| Compass Advisory Group LLC | 2,681 | $1.23M | 0.48% | +100+3.9% | Added |
| Ellenbecker Investment Group | 2,686 | $1.24M | 0.23% | +162+6.4% | Added |
| Perissos Private Wealth Management, LLC | 2,689 | $1.24M | 0.99% | +113+4.4% | Added |
| Clarkston Capital Partners, LLC | 2,696 | $1.24M | 0.02% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,700 | $1.24M | 0.09% | −10.0% | Reduced |
| Consilium Wealth Advisory, LLC | 2,715 | $1.25M | 0.68% | +76+2.9% | Added |
| Unique Wealth, LLC | 2,723 | $1.25M | 0.29% | +464+20.5% | Added |
| DT Investment Partners, LLC | 2,729 | $1.26M | 0.10% | +166+6.5% | Added |
| Denver Wealth Management, Inc. | 2,732 | $1.26M | 0.58% | −36−1.3% | Reduced |
| Long Run Wealth Advisors, LLC | 2,735 | $1.26M | 0.30% | +475+21.0% | Added |
| Hoey Investments, Inc | 3,096 | $1.26M | 0.24% | 00.0% | Unchanged |
| Fortune 45 LLC | 2,737 | $1.26M | 0.89% | +20+0.7% | Added |
| First County Bank | 2,745 | $1.26M | 0.62% | +63+2.3% | Added |
| Ackerman Capital Advisors, LLC | 2,749 | $1.27M | 0.33% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2,749 | $1.27M | 0.87% | +13+0.5% | Added |
| Mindset Wealth Management, LLC | 2,754 | $1.27M | 0.52% | +2,754 | New |
| Catalyst Private Wealth, LLC | 2,757 | $1.27M | 0.62% | −50−1.8% | Reduced |
| Jessup Wealth Management, Inc | 2,760 | $1.27M | 0.58% | +3+0.1% | Added |
| McLean Asset Management Corp | 2,750 | $1.27M | 0.38% | −77−2.7% | Reduced |
| Marshall Financial Group LLC | 2,761 | $1.27M | 0.30% | +267+10.7% | Added |
| Ullmann Financial Group, Inc. | 2,763 | $1.27M | 0.16% | +51+1.9% | Added |
| Wolff Financial Management LLC | 2,766 | $1.27M | 0.35% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,767 | $1.27M | 1.02% | +211+8.3% | Added |
| Fulcrum Capital LLC | 2,770 | $1.27M | 0.28% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,774 | $1.28M | 0.14% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,784 | $1.28M | 0.58% | +184+7.1% | Added |
| Missouri Trust & Investment Co | 2,785 | $1.28M | 0.45% | +44+1.6% | Added |
| Financial Enhancement Group LLC | 3,964 | $1.28M | 0.25% | −249−5.9% | Reduced |
| Charter Research & Investment Group, Inc. | 2,790 | $1.28M | 0.95% | −154−5.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,796 | $1.29M | 0.30% | +50+1.8% | Added |
| BCK Partners, Inc. | 2,800 | $1.29M | 0.61% | −838−23.0% | Reduced |
| Stablepoint Partners, LLC | 2,800 | $1.29M | 0.23% | +100+3.7% | Added |
| Coastwise Capital Group, LLC | 2,803 | $1.29M | 1.06% | −978−25.9% | Reduced |
| Pacific Sage Partners, LLC | 2,804 | $1.29M | 0.31% | −83−2.9% | Reduced |
| Sprinkle Financial Consultants LLC | 2,805 | $1.29M | 0.92% | −35−1.2% | Reduced |
| Trueblood Wealth Management, LLC | 2,806 | $1.29M | 0.65% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 2,807 | $1.29M | 0.66% | −45,720−94.2% | Reduced |
| Oakwell Private Wealth Management, LLC | 2,808 | $1.29M | 0.37% | −21−0.7% | Reduced |
| Goldstream Capital Management Ltd | 2,814 | $1.30M | 0.59% | +2,814 | New |
| Marco Investment Management LLC | 2,820 | $1.30M | 0.11% | −26−0.9% | Reduced |
| Werba Rubin Papier Wealth Management | 2,823 | $1.30M | 0.30% | +477+20.3% | Added |