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 |
|---|---|---|---|---|---|
| Sollinda Capital Management LLC | 2,826 | $1.30M | 0.37% | −30−1.1% | Reduced |
| Greenfield Savings Bank | 2,827 | $1.30M | 0.62% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,827 | $1.30M | 0.65% | +352+14.2% | Added |
| Cairn Investment Group, Inc. | 2,828 | $1.30M | 0.72% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,830 | $1.30M | 0.09% | +174+6.6% | Added |
| Pinnacle West Asset Management, Inc. | 2,835 | $1.30M | 0.94% | −10−0.4% | Reduced |
| Cascades Capital Asset Management, LLC | 2,841 | $1.31M | 0.72% | +2,841 | New |
| Chesley Taft & Associates LLC | 2,846 | $1.31M | 0.06% | −101−3.4% | Reduced |
| Courage Miller Partners, LLC | 2,850 | $1.31M | 0.44% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,852 | $1.31M | 0.77% | +2,852 | New |
| Hemenway Trust Co LLC | 2,862 | $1.32M | 0.10% | −130−4.3% | Reduced |
| Patron Partners Advisors, LLC | 2,863 | $1.32M | 0.73% | +10+0.4% | Added |
| Benchmark Wealth Management, LLC | 2,864 | $1.32M | 0.65% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 2,868 | $1.32M | 0.74% | +12+0.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,868 | $1.32M | 2.09% | +175+6.5% | Added |
| Harbour Capital Advisors, LLC | 2,906 | $1.32M | 0.31% | 00.0% | Unchanged |
| Davis Capital Management | 2,888 | $1.33M | 1.05% | +97+3.5% | Added |
| Prosperity Wealth Management, Inc. | 2,888 | $1.33M | 0.53% | +2,080+257.4% | Added |
| Great Diamond Partners, LLC | 2,900 | $1.33M | 0.34% | −83−2.8% | Reduced |
| Sovereign Financial Group, Inc. | 2,904 | $1.34M | 0.31% | +19+0.7% | Added |
| First United Bank Trust | 2,904 | $1.34M | 0.48% | −175−5.7% | Reduced |
| Strid Group, LLC | 2,908 | $1.34M | 0.20% | 00.0% | Unchanged |
| HT Partners LLC | 2,912 | $1.34M | 0.47% | −121−4.0% | Reduced |
| All Terrain Financial Advisors, LLC | 2,914 | $1.34M | 0.51% | −53−1.8% | Reduced |
| Fermata Advisors, LLC | 2,919 | $1.34M | 0.27% | +288+10.9% | Added |
| IMA Wealth, Inc. | 2,919 | $1.34M | 0.29% | +2,919 | New |
| Cahill Wealth Management, LLC | 2,922 | $1.34M | 0.69% | +1,635+127.0% | Added |
| Beech Hill Advisors, Inc. | 2,925 | $1.35M | 0.51% | −950−24.5% | Reduced |
| Jacobsen Capital Management | 2,926 | $1.35M | 0.57% | +64+2.2% | Added |
| Halpern Financial, Inc. | 2,953 | $1.35M | 0.35% | −148−4.8% | Reduced |
| Bryant Woods Investment Advisors, LLC | 2,942 | $1.35M | 0.69% | −100−3.3% | Reduced |
| F/M Investments LLC | 3,061 | $1.36M | 0.05% | +3,061 | New |
| Farley Capital L.P. | 2,949 | $1.36M | 1.20% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,960 | $1.36M | 0.77% | −50−1.7% | Reduced |
| Smith Thornton Advisors LLC | 2,962 | $1.36M | 0.90% | 00.0% | Unchanged |
| Biechele Royce Advisors | 2,965 | $1.36M | 0.45% | +29+1.0% | Added |
| Montz Harcus Wealth Management LLC | 2,967 | $1.37M | 0.80% | +8+0.3% | Added |
| DeDora Capital, Inc. | 2,968 | $1.37M | 0.38% | +19+0.6% | Added |
| Paragon Capital Management LLC | 2,970 | $1.37M | 0.71% | +26+0.9% | Added |
| Oliver Luxxe Assets LLC | 2,970 | $1.37M | 0.24% | +205+7.4% | Added |
| Greatmark Investment Partners, Inc. | 2,975 | $1.37M | 0.19% | −22−0.7% | Reduced |
| Colorado Capital Management, Inc. | 2,977 | $1.37M | 0.68% | −25−0.8% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,977 | $1.37M | 0.67% | −3−0.1% | Reduced |
| BayBridge Capital Group, LLC | 2,980 | $1.37M | 0.99% | +45+1.5% | Added |
| Wealth Group, Ltd. | 2,981 | $1.37M | 0.92% | +268+9.9% | Added |
| Round Rock Advisors, LLC | 2,987 | $1.37M | 0.32% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,989 | $1.38M | 0.29% | −5−0.2% | Reduced |
| Garrett Investment Advisors LLC | 2,992 | $1.38M | 0.14% | +368+14.0% | Added |
| Fairscale Capital, LLC | 2,993 | $1.38M | 1.21% | −86−2.8% | Reduced |
| Amarillo National Bank | 2,999 | $1.38M | 0.25% | 00.0% | Unchanged |
| Capital Management Associates | 3,000 | $1.38M | 1.54% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $1.38M | 0.04% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 3,003 | $1.38M | 0.23% | +44+1.5% | Added |
| Centerpoint Advisors, LLC | 3,009 | $1.39M | 0.48% | −1,680−35.8% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 3,014 | $1.39M | 0.65% | +107+3.7% | Added |
| Americana Partners, LLC | 3,017 | $1.39M | 0.09% | +526+21.1% | Added |
| Wealthgarden F.S. LLC | 3,022 | $1.39M | 1.35% | −12−0.4% | Reduced |
| Arkansas Financial Group, Inc. | 3,023 | $1.39M | 0.23% | +139+4.8% | Added |
| Landmark Wealth Management, Inc. | 3,024 | $1.39M | 0.69% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 3,039 | $1.40M | 0.62% | +535+21.4% | Added |
| Inspire Advisors, LLC | 3,044 | $1.40M | 0.17% | +213+7.5% | Added |
| Allied Investment Advisors, LLC | 3,048 | $1.40M | 0.28% | +25+0.8% | Added |
| MBM Wealth Consultants, LLC | 3,056 | $1.41M | 0.44% | +224+7.9% | Added |
| Gries Financial LLC | 3,058 | $1.41M | 0.26% | +1,711+127.0% | Added |
| Smart Money Group LLC | 3,124 | $1.41M | 0.50% | +123+4.1% | Added |
| Signature Wealth Management Partners, LLC | 3,061 | $1.41M | 1.02% | −125−3.9% | Reduced |
| Retirement Investment Advisors, Inc. | 3,065 | $1.41M | 0.15% | +20+0.7% | Added |
| Icapital Wealth LLC | 3,065 | $1.41M | 0.77% | +2,460+406.6% | Added |
| American Trust | 3,066 | $1.41M | 0.12% | −264−7.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,084 | $1.42M | 0.56% | +78+2.6% | Added |
| Summit X, LLC | 3,488 | $1.42M | 0.35% | −775−18.2% | Reduced |
| Lumbard & Kellner, LLC | 3,092 | $1.42M | 0.63% | −43−1.4% | Reduced |
| First Bank & Trust | 3,094 | $1.42M | 0.27% | +101+3.4% | Added |
| IAM Advisory, LLC | 3,095 | $1.42M | 0.36% | +22+0.7% | Added |
| Ellevest, Inc. | 3,100 | $1.43M | 0.08% | −17−0.5% | Reduced |
| CNB Bank | 3,105 | $1.43M | 0.66% | +389+14.3% | Added |
| Lakeridge Wealth Management LLC | 3,110 | $1.43M | 0.79% | −12−0.4% | Reduced |
| Connable Office Inc | 3,111 | $1.43M | 0.14% | +11+0.4% | Added |
| Caas Capital Management LP | 3,114 | $1.43M | 0.98% | +3,114 | New |
| Vima LLC | 3,118 | $1.44M | 2.94% | −20−0.6% | Reduced |
| Almanack Investment Partners, LLC. | 3,118 | $1.44M | 0.23% | +40+1.3% | Added |
| Wellspring Financial Advisors, LLC | 3,120 | $1.44M | 0.17% | −70−2.2% | Reduced |
| Peninsula Wealth, LLC | 3,086 | $1.44M | 0.25% | +64+2.1% | Added |
| Oxbow Advisors, LLC | 3,126 | $1.44M | 0.14% | +37+1.2% | Added |
| Beaton Management Co. Inc. | 3,130 | $1.44M | 0.73% | +50+1.6% | Added |
| Campbell Capital Management Inc | 3,133 | $1.44M | 0.57% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,095 | $1.44M | 0.87% | −234−7.0% | Reduced |
| Michael B. Yongue | 3,137 | $1.44M | 1.16% | +50+1.6% | Added |
| Trigran Investments, Inc. | 3,150 | $1.45M | 0.16% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,150 | $1.45M | 0.16% | +200+6.8% | Added |
| Sachetta, LLC | 3,151 | $1.45M | 0.57% | +32+1.0% | Added |
| Dempze Nancy E | 3,156 | $1.45M | 0.81% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,163 | $1.46M | 0.72% | +60+1.9% | Added |
| Traveka Wealth, LLC | 3,163 | $1.46M | 0.74% | +75+2.4% | Added |
| West Branch Capital LLC | 3,171 | $1.46M | 0.50% | +947+42.6% | Added |
| Indiana Trust & Investment Management CO | 3,178 | $1.46M | 0.50% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,181 | $1.46M | 0.51% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,185 | $1.47M | 0.48% | −810−20.3% | Reduced |
| Rezny Wealth Management, Inc. | 3,188 | $1.47M | 0.37% | +3,188 | New |
| Heritage Financial Services, LLC | 3,189 | $1.47M | 0.20% | +132+4.3% | Added |