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; 4,928 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
- 4,105
- +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
- 1,614 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Members Advisory Group LLC | 436 | $200.7K | 0.10% | +436 | New |
| Mid-American Wealth Advisory Group, Inc. | 438 | $201.6K | 0.13% | −54−11.0% | Reduced |
| EntryPoint Capital, LLC | 438 | $201.6K | 0.11% | +188+75.2% | Added |
| Shearwater Capital LLC | 438 | $201.6K | 0.14% | +438 | New |
| VanderPol Investments L.L.C. | 441 | $203.0K | 0.45% | +441 | New |
| Midwest Heritage Bank, FSB | 446 | $205.3K | 0.10% | +446 | New |
| Allen Wealth Management, LLC | 446 | $205.3K | 0.14% | +446 | New |
| TPG Financial Advisors, LLC | 449 | $206.7K | 0.09% | +449 | New |
| Avid Wealth Partners LLC | 449 | $206.7K | 0.15% | +449 | New |
| Q Capital Solutions | 450 | $207.1K | 0.07% | +450 | New |
| Bond & Devick Financial Network, Inc. | 454 | $209.0K | 0.09% | −110−19.5% | Reduced |
| Santori & Peters | 455 | $209.4K | 0.08% | −108−19.2% | Reduced |
| Apeiron RIA LLC | 458 | $210.8K | 0.06% | +458 | New |
| Partners Capital Investment Group, LLP | 459 | $211.3K | 0.00% | −74−13.9% | Reduced |
| Kooman & Associates | 459 | $211.3K | 0.08% | +459 | New |
| Davis-Rea Ltd. | 460 | $211.7K | 0.09% | −40−8.0% | Reduced |
| Schulz Wealth, LTD. | 460 | $211.7K | 0.16% | +460 | New |
| Stokes Capital Advisors, LLC | 462 | $212.6K | 0.05% | +462 | New |
| Secured Retirement Advisors, LLC | 464 | $213.6K | 0.15% | +464 | New |
| Thompson Davis & Co., Inc. | 465 | $214.0K | 0.16% | +465 | New |
| Woodline Partners LP | 466 | $214.5K | 0.00% | +466 | New |
| Arcadia Investment Management Corp | 468 | $215.4K | 0.04% | −190−28.9% | Reduced |
| Jeppson Wealth Management, LLC | 468 | $215.4K | 0.08% | −72−13.3% | Reduced |
| Kraft Asset Management, LLC | 468 | $215.4K | 0.17% | +468 | New |
| Delta Wealth Advisors LLC | 470 | $216.3K | 0.21% | +470 | New |
| Insight Wealth Strategies, LLC | 472 | $217.4K | 0.03% | +472 | New |
| Talon Private Wealth, LLC | 473 | $217.7K | 0.05% | +473 | New |
| MSA Advisors, LLC | 475 | $218.6K | 0.06% | +475 | New |
| Rogco, LP | 476 | $219.1K | 0.09% | 00.0% | Unchanged |
| Pingora Partners LLC | 477 | $219.5K | 0.16% | −17−3.4% | Reduced |
| Sar Wealth Management Group, LLC | 477 | $219.5K | 0.15% | +477 | New |
| Orgel Wealth Management, LLC | 477 | $219.5K | 0.01% | −61−11.3% | Reduced |
| Slagle Financial, LLC | 478 | $219.9K | 0.10% | −110−18.7% | Reduced |
| Tolleson Wealth Management, Inc. | 479 | $220.0K | 0.04% | +479 | New |
| Life Planning Partners, Inc | 479 | $220.5K | 0.20% | −15−3.0% | Reduced |
| Lesa Sroufe & Co | 480 | $221.0K | 0.21% | +480 | New |
| Encompass More Asset Management | 481 | $221.4K | 0.08% | −24−4.8% | Reduced |
| Castleview Partners, LLC | 482 | $221.8K | 0.13% | −43−8.2% | Reduced |
| Elite Life Management LLC | 483 | $222.3K | 0.73% | +483 | New |
| Loomis Sayles & Co L P | 485 | $223.0K | 0.00% | +7+1.5% | Added |
| Alterna Wealth Management, Inc | 485 | $223.2K | 0.20% | −515−51.5% | Reduced |
| Fiduciary Planning LLC | 485 | $223.2K | 0.08% | +485 | New |
| Topel & Distasi Wealth Management, LLC | 485 | $223.2K | 0.09% | +485 | New |
| Harvest Investment Advisors, LLC | 485 | $223.2K | 0.15% | +485 | New |
| Prospect Financial Services LLC | 485 | $223.2K | 0.14% | +485 | New |
| C M Bidwell & Associates Ltd | 486 | $223.7K | 0.14% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 486 | $223.7K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 488 | $224.6K | 0.02% | −8−1.6% | Reduced |
| SS&H Financial Advisors, Inc. | 488 | $225.0K | 0.08% | +488 | New |
| Beck Bode, LLC | 491 | $226.0K | 0.04% | +491 | New |
| Winton Group Ltd | 492 | $226.4K | 0.02% | +492 | New |
| Barry Investment Advisors, LLC | 495 | $227.8K | 0.07% | 00.0% | Unchanged |
| Parkside Investments, LLC | 495 | $227.8K | 0.03% | +495 | New |
| Biondo Investment Advisors, LLC | 496 | $228.3K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 499 | $229.7K | 0.12% | −4−0.8% | Reduced |
| O'Connor Financial Group LLC | 499 | $229.7K | 0.12% | +6+1.2% | Added |
| Cascade Wealth Advisors, Inc | 500 | $230.1K | 0.16% | 00.0% | Unchanged |
| Ellerson Group Inc | 500 | $230.1K | 0.18% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $230.1K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $230.1K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 500 | $230.1K | 0.04% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $230.1K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 500 | $230.1K | 0.03% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 500 | $230.1K | 0.13% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $230.1K | 0.16% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 500 | $230.1K | 0.15% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 500 | $230.1K | 0.35% | +500 | New |
| Up Strategic Wealth Investment Advisors LLC | 501 | $230.6K | 0.26% | +501 | New |
| Copperleaf Capital, LLC | 502 | $231.1K | 0.18% | 00.0% | Unchanged |
| Raymond James Trust Co. of NH | 504 | $232.0K | 1.91% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 509 | $234.3K | 0.14% | −21−4.0% | Reduced |
| Nixon Capital, LLC | 510 | $234.7K | 0.08% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 510 | $234.7K | 0.07% | −200−28.2% | Reduced |
| Touchstone Capital, Inc. | 511 | $235.2K | 0.36% | −50−8.9% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 511 | $235.2K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 512 | $235.7K | 0.04% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 512 | $235.7K | 0.09% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 514 | $236.6K | 0.13% | −111−17.8% | Reduced |
| Auour Investments LLC | 521 | $236.9K | 0.08% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 515 | $237.0K | 0.15% | −43−7.7% | Reduced |
| Valued Retirements, Inc. | 515 | $237.0K | 0.33% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 516 | $237.5K | 0.11% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 520 | $237.9K | 0.06% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 518 | $238.4K | 0.05% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 519 | $238.9K | 0.09% | −1−0.2% | Reduced |
| Dillon & Associates Inc | 520 | $239.0K | 0.03% | +520 | New |
| USA Financial Portformulas Corp | 520 | $239.3K | 0.04% | −63−10.8% | Reduced |
| Argent Advisors, Inc. | 521 | $239.8K | 0.09% | −110−17.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 521 | $239.8K | 0.08% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 523 | $240.7K | 0.21% | −4−0.8% | Reduced |
| Joule Financial, LLC | 523 | $240.7K | 0.09% | 00.0% | Unchanged |
| Libra Wealth LLC | 524 | $241.2K | 0.10% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 525 | $241.4K | 0.06% | +525 | New |
| ISAM Funds (UK) Ltd | 526 | $242.1K | 0.14% | −3,485−86.9% | Reduced |
| Trellis Wealth Advisors LLC | 526 | $242.1K | 0.12% | 00.0% | Unchanged |
| TD Capital Management LLC | 526 | $242.1K | 0.02% | +6+1.2% | Added |
| Summit Investment Advisory Services, LLC | 526 | $242.1K | 0.13% | +526 | New |
| B&L Asset Management LLC | 529 | $243.5K | 0.15% | +529 | New |
| Beacon Bridge Wealth Partners, LLC | 530 | $243.9K | 0.10% | +10+1.9% | Added |
| MB, Levis & Associates, LLC | 530 | $243.9K | 0.12% | +56+11.8% | Added |