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 |
|---|---|---|---|---|---|
| Investors Research Corp | 636 | $292.7K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 636 | $292.7K | 0.02% | +28+4.6% | Added |
| Ceera Investments, LLC | 637 | $293.2K | 0.11% | +15+2.4% | Added |
| Insight Financial Services | 640 | $294.6K | 0.23% | +7+1.1% | Added |
| Gsa Capital Partners LLP | 640 | $295.0K | 0.02% | −121−15.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 644 | $296.4K | 0.23% | +644 | New |
| Founders Capital Management | 645 | $296.9K | 0.18% | 00.0% | Unchanged |
| ETF Store, Inc. | 646 | $297.3K | 0.31% | −128−16.5% | Reduced |
| American Capital Advisory, LLC | 646 | $297.3K | 0.17% | −68−9.5% | Reduced |
| Kelly Financial Services LLC | 648 | $298.2K | 0.11% | +35+5.7% | Added |
| O'Brien Wealth Partners LLC | 650 | $299.2K | 0.06% | −13−2.0% | Reduced |
| First Washington CORP | 650 | $299.2K | 0.12% | 00.0% | Unchanged |
| Single Point Partners, LLC | 651 | $300.0K | 0.48% | +5+0.8% | Added |
| RBA Wealth Management, LLC | 656 | $301.9K | 0.12% | −30−4.4% | Reduced |
| Code Waechter LLC | 656 | $302.0K | 0.29% | +656 | New |
| Phillips Wealth Planners LLC | 649 | $302.2K | 0.29% | −25−3.7% | Reduced |
| BluePointe Capital Management, LLC | 657 | $302.4K | 0.20% | +53+8.8% | Added |
| St. Clair Advisors, LLC | 658 | $302.9K | 0.09% | 00.0% | Unchanged |
| Awm Capital, LLC | 659 | $303.4K | 0.04% | +64+10.8% | Added |
| Cannon Advisors, Inc. | 664 | $303.8K | 0.25% | +664 | New |
| OmniStar Financial Group, Inc. | 660 | $303.8K | 0.23% | −65−9.0% | Reduced |
| Bollard Group LLC | 660 | $304.0K | 0.01% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 663 | $305.0K | 0.15% | +663 | New |
| Rakuten Securities, Inc. | 663 | $305.2K | 0.13% | +199+42.9% | Added |
| Clifford Group, LLC | 666 | $306.5K | 0.24% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 667 | $307.0K | 0.19% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 666 | $307.0K | 0.21% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 669 | $307.9K | 0.25% | 00.0% | Unchanged |
| Lavaca Capital LLC | 670 | $308.4K | 0.15% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 670 | $308.4K | 0.09% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 671 | $308.8K | 0.85% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 672 | $309.3K | 0.06% | +55+8.9% | Added |
| Bear Mountain Capital, Inc. | 670 | $310.0K | 0.12% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 676 | $311.1K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 676 | $311.1K | 0.28% | +9+1.3% | Added |
| Acima Private Wealth, LLC | 679 | $312.5K | 0.10% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 680 | $313.0K | 0.25% | 00.0% | Unchanged |
| Betterment LLC | 681 | $313.0K | 0.00% | +681 | New |
| RPS Advisory Solutions LLC | 681 | $313.4K | 0.22% | −167−19.7% | Reduced |
| Peninsula Asset Management Inc | 682 | $313.9K | 0.16% | 00.0% | Unchanged |
| Mason & Associates, LLC | 685 | $315.3K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 687 | $316.2K | 0.18% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 688 | $316.4K | 0.14% | −20−2.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 688 | $316.7K | 0.22% | −172−20.0% | Reduced |
| Kendall Capital Management | 688 | $316.7K | 0.10% | −10−1.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 688 | $316.7K | 0.18% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 888 | $317.1K | 0.60% | +888 | New |
| Alamar Capital Management, LLC | 689 | $317.1K | 0.18% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 691 | $318.0K | 0.09% | −17−2.4% | Reduced |
| Copley Financial Group, Inc. | 692 | $318.5K | 0.29% | +692 | New |
| Montgomery Investment Management Inc | 694 | $319.4K | 0.12% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 695 | $319.9K | 0.09% | +695 | New |
| Refined Wealth Management | 698 | $321.3K | 0.25% | −10−1.4% | Reduced |
| Long Road Investment Counsel, LLC | 700 | $322.0K | 0.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 700 | $322.2K | 0.00% | −325,452−99.8% | Reduced |
| Maren Capital LLC | 700 | $322.2K | 0.03% | −100−12.5% | Reduced |
| Vestia Personal Wealth Advisors | 701 | $322.6K | 0.30% | −47−6.3% | Reduced |
| One + One Wealth Management, LLC | 701 | $322.6K | 0.19% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 705 | $324.5K | 0.08% | −106−13.1% | Reduced |
| Ground Swell Capital, LLC | 707 | $325.4K | 0.46% | +114+19.2% | Added |
| Scarborough Advisors, LLC | 708 | $325.9K | 0.05% | +9+1.3% | Added |
| Maxwell Wealth Strategies Inc. | 733 | $326.2K | 0.14% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 687 | $326.9K | 0.12% | −7−1.0% | Reduced |
| Edge Financial Advisors LLC | 711 | $327.2K | 0.29% | −173−19.6% | Reduced |
| Eastover Investment Advisors LLC | 711 | $327.2K | 0.15% | +10+1.4% | Added |
| PFS Partners, LLC | 714 | $328.6K | 0.19% | −22−3.0% | Reduced |
| Horizon Advisory Services, Inc. | 714 | $328.6K | 0.15% | −13−1.8% | Reduced |
| Northeast Financial Group, Inc. | 714 | $328.6K | 0.13% | 00.0% | Unchanged |
| Hill Island Financial LLC | 715 | $329.2K | 0.10% | +31+4.5% | Added |
| MBB Public Markets I LLC | 720 | $331.4K | 0.03% | −92,909−99.2% | Reduced |
| Fonville Wealth Management LLC | 720 | $331.4K | 0.11% | +47+7.0% | Added |
| Lockerman Financial Group, Inc. | 720 | $331.4K | 0.56% | +100+16.1% | Added |
| Coyle Financial Counsel LLC | 815 | $331.5K | 0.12% | +280+52.3% | Added |
| WorthPointe, LLC | 721 | $331.8K | 0.14% | +2+0.3% | Added |
| Salomon & Ludwin, LLC | 722 | $332.3K | 0.03% | −6−0.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 723 | $332.8K | 0.13% | +6+0.8% | Added |
| Biltmore Wealth Management, LLC | 723 | $332.8K | 0.14% | +10+1.4% | Added |
| Precedent Wealth Partners, LLC | 725 | $333.6K | 0.11% | +125+20.8% | Added |
| ONE Advisory Partners, LLC | 725 | $333.7K | 0.15% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 725 | $333.7K | 0.27% | +725 | New |
| Claris Advisors, LLC | 728 | $335.1K | 0.15% | +90+14.1% | Added |
| Twin Focus Capital Partners, LLC | 729 | $335.5K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 729 | $335.5K | 0.16% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 729 | $335.5K | 0.22% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 730 | $336.0K | 0.16% | −130−15.1% | Reduced |
| Kraft, Davis & Associates, LLC | 741 | $336.2K | 0.10% | +25+3.5% | Added |
| Planning Directions Inc | 731 | $336.4K | 0.20% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 731 | $336.4K | 0.20% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 733 | $337.4K | 0.08% | −9−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 734 | $337.8K | 0.06% | +734 | New |
| Passive Capital Management, LLC. | 735 | $338.3K | 0.12% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 739 | $340.0K | 0.12% | +2+0.3% | Added |
| Old Second National Bank of Aurora | 740 | $340.6K | 0.08% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 738 | $340.9K | 0.12% | −9−1.2% | Reduced |
| Kingdom Financial Group LLC. | 742 | $341.5K | 0.26% | −100−11.9% | Reduced |
| Adams Asset Advisors, LLC | 744 | $342.4K | 0.05% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 746 | $343.4K | 0.13% | +100+15.5% | Added |
| Shakespeare Wealth Management, Inc. | 747 | $343.8K | 0.09% | +12+1.6% | Added |
| Exeter Financial, LLC | 747 | $343.8K | 0.15% | +12+1.6% | Added |
| Hobbs Group Advisors, LLC | 747 | $343.8K | 0.12% | +35+4.9% | Added |