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
- 4,106
- +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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| William Howard & Co Financial Advisors Inc | 529 | $244.0K | 0.21% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 531 | $244.4K | 0.10% | −20−3.6% | Reduced |
| Strengthening Families & Communities, LLC | 531 | $244.4K | 0.06% | −6−1.1% | Reduced |
| Core Wealth Advisors, Inc. | 531 | $244.4K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 533 | $245.0K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 533 | $245.3K | 0.06% | 00.0% | Unchanged |
| Williams Financial, LLC | 533 | $245.3K | 0.15% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $245.8K | 0.15% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 534 | $245.8K | 0.03% | +26+5.1% | Added |
| Equita Financial Network, Inc. | 535 | $246.0K | 0.09% | +535 | New |
| Chatham Capital Group, Inc. | 535 | $246.2K | 0.04% | +535 | New |
| FinDec Wealth Services, Inc. | 538 | $247.6K | 0.14% | +10+1.9% | Added |
| Bullock Wealth Management Group | 543 | $248.4K | 0.15% | +49+9.9% | Added |
| TL Private Wealth | 548 | $248.5K | 0.11% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 540 | $248.5K | 0.14% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 541 | $249.0K | 0.08% | −3−0.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 541 | $249.0K | 0.17% | +25+4.8% | Added |
| Sherbrooke Park Advisers LLC | 542 | $249.5K | 0.06% | −2,927−84.4% | Reduced |
| Kinloch Capital, LLC | 543 | $249.9K | 0.12% | −16−2.9% | Reduced |
| Perkins Coie Trust Co | 544 | $250.4K | 0.06% | +79+17.0% | Added |
| FFT Wealth Management LLC | 551 | $253.6K | 0.02% | +551 | New |
| Peterson Financial Group, Inc. | 553 | $254.4K | 0.98% | +11+2.0% | Added |
| Retirement Guys Formula LLC | 556 | $255.9K | 0.12% | −75−11.9% | Reduced |
| Kozak & Associates, Inc. | 550 | $256.1K | 0.06% | −250−31.3% | Reduced |
| Optiver Holding B.V. | 557 | $256.4K | 0.01% | −21,544−97.5% | Reduced |
| Stegner Investment Associates Inc. | 557 | $256.4K | 0.17% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $257.1K | 0.14% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 562 | $259.0K | 0.12% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 563 | $259.1K | 0.10% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 567 | $261.0K | 0.09% | −84−12.9% | Reduced |
| GoalFusion Wealth Management, LLC | 569 | $261.9K | 0.15% | −547−49.0% | Reduced |
| LPF Advisors LLC | 569 | $261.9K | 0.22% | −42−6.9% | Reduced |
| Ascent Wealth Partners, LLC | 569 | $261.9K | 0.04% | +11+2.0% | Added |
| Walker Asset Management, LLC | 570 | $262.3K | 0.16% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 572 | $263.3K | 0.09% | +57+11.1% | Added |
| TSA Wealth Managment LLC | 572 | $263.3K | 0.11% | +70+13.9% | Added |
| Newport Capital Group, LLC | 573 | $263.7K | 0.19% | +26+4.8% | Added |
| Citizens Business Bank | 574 | $264.2K | 0.05% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 575 | $264.6K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $264.6K | 0.19% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 576 | $265.1K | 0.06% | −9−1.5% | Reduced |
| Austin Asset Management Co Inc | 577 | $265.7K | 0.05% | +36+6.7% | Added |
| Financial Advisory Corp | 578 | $266.0K | 0.10% | −772−57.2% | Reduced |
| Western Financial Corp | 579 | $266.5K | 0.15% | −38−6.2% | Reduced |
| CWC Advisors, LLC. | 581 | $267.4K | 0.26% | +581 | New |
| Significant Wealth Partners LLC | 582 | $267.9K | 0.14% | −4−0.7% | Reduced |
| Narwhal Capital Management | 586 | $269.7K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 587 | $270.2K | 0.17% | −270−31.5% | Reduced |
| Vertex Planning Partners, LLC | 587 | $270.2K | 0.06% | +19+3.3% | Added |
| Crabel Capital Management, LLC | 588 | $270.6K | 0.19% | +588 | New |
| GR Financial Group, LLC | 589 | $271.1K | 0.05% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 590 | $271.6K | 0.21% | −290−33.0% | Reduced |
| Clarity Asset Management, Inc. | 591 | $272.0K | 0.19% | +4+0.7% | Added |
| Plum Street Advisors, LLC | 591 | $272.0K | 0.14% | +84+16.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 591 | $272.2K | 0.05% | +157+36.2% | Added |
| Schwab Charitable Fund | 592 | $272.5K | 0.01% | −91−13.3% | Reduced |
| Bank Ozk | 594 | $273.4K | 0.11% | −21−3.4% | Reduced |
| Blue Barn Wealth, LLC | 594 | $273.4K | 0.14% | +594 | New |
| Navis Wealth Advisors, LLC | 595 | $273.9K | 0.30% | +595 | New |
| Clark Asset Management, LLC | 598 | $275.2K | 0.06% | +598 | New |
| Tenret Co LLC | 599 | $275.7K | 0.17% | 00.0% | Unchanged |
| Financial Freedom, LLC | 600 | $276.2K | 0.15% | −40−6.3% | Reduced |
| West Bancorporation Inc | 600 | $276.2K | 0.18% | 00.0% | Unchanged |
| Notis-McConarty Edward | 600 | $276.2K | 0.12% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 600 | $276.2K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 601 | $276.6K | 0.14% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 601 | $276.6K | 0.05% | +58+10.7% | Added |
| Second Half Financial Partners, LLC | 601 | $276.6K | 0.15% | +601 | New |
| Delos Wealth Advisors, LLC | 601 | $276.6K | 0.24% | +53+9.7% | Added |
| Ariston Services Group | 602 | $277.1K | 0.24% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 603 | $277.5K | 0.08% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 612 | $277.7K | 0.09% | +45+7.9% | Added |
| Darwin Advisors, LLC | 604 | $278.0K | 0.08% | +604 | New |
| Brewster Financial Planning LLC | 604 | $278.0K | 0.22% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $278.0K | 0.14% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 605 | $278.5K | 0.15% | 00.0% | Unchanged |
| Hart & Patterson Financial Group LLC | 606 | $278.9K | 0.13% | +20+3.4% | Added |
| Petredis Investment Advisors LLC | 607 | $279.4K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 608 | $279.8K | 0.11% | −9−1.5% | Reduced |
| Paladin Advisory Group, LLC | 609 | $280.3K | 0.21% | −17−2.7% | Reduced |
| Reliant Investment Management, LLC | 609 | $280.3K | 0.13% | 00.0% | Unchanged |
| Pacific Wealth Management | 612 | $281.7K | 0.13% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 615 | $283.1K | 0.08% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 615 | $283.1K | 0.08% | +71+13.1% | Added |
| Marathon Strategic Advisors, LLC | 616 | $283.5K | 0.30% | +616 | New |
| Conservest Capital Advisors, Inc. | 677 | $284.7K | 0.03% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 619 | $284.9K | 0.19% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 619 | $284.9K | 0.15% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 620 | $285.4K | 0.10% | −92−12.9% | Reduced |
| Foguth Wealth Management, LLC. | 632 | $286.8K | 0.10% | −335−34.6% | Reduced |
| Landmark Wealth Management, LLC | 624 | $287.0K | 0.12% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 636 | $287.0K | 0.18% | +636 | New |
| Blue Square Asset Management, LLC | 626 | $288.1K | 0.15% | −64−9.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 629 | $289.5K | 0.05% | −20−3.1% | Reduced |
| Guardian Wealth Advisors, LLC | 629 | $289.5K | 0.18% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 630 | $290.0K | 0.10% | 00.0% | Unchanged |
| Meridian Management Co | 630 | $290.0K | 0.07% | +17+2.8% | Added |
| GenWealth Group, Inc. | 632 | $290.9K | 0.07% | +93+17.3% | Added |
| Flower City Capital | 632 | $290.9K | 0.17% | +632 | New |
| Garrison Asset Management, LLC | 633 | $291.3K | 0.15% | 00.0% | Unchanged |