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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 747 | $343.9K | 0.12% | −113−13.1% | Reduced |
| Instrumental Wealth, LLC | 748 | $344.1K | 0.34% | +30+4.2% | Added |
| Northern Oak Wealth Management Inc | 748 | $344.3K | 0.04% | −50−6.3% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 750 | $345.2K | 0.61% | −146−16.3% | Reduced |
| Mawer Investment Management Ltd. | 750 | $345.2K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 755 | $347.5K | 0.11% | −311−29.2% | Reduced |
| Heritage Family Offices, LLP | 755 | $347.5K | 0.18% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 755 | $347.5K | 0.00% | +755 | New |
| S.E.E.D. Planning Group LLC | 758 | $348.9K | 0.12% | +129+20.5% | Added |
| Covenant Partners, LLC | 758 | $348.9K | 0.10% | +14+1.9% | Added |
| Plan Group Financial, LLC | 758 | $349.0K | 0.18% | −717−48.6% | Reduced |
| Arbor Capital Management Inc | 768 | $352.7K | 0.33% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 767 | $353.0K | 0.19% | −602−44.0% | Reduced |
| Invenio Wealth Partners LLC | 767 | $353.0K | 0.15% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 770 | $354.4K | 0.55% | 00.0% | Unchanged |
| NDVR, Inc. | 775 | $354.5K | 0.36% | +122+18.7% | Added |
| Clough Capital Partners L P | 771 | $354.9K | 0.04% | −20−2.5% | Reduced |
| DSC Advisors, L.P. | 773 | $355.8K | 3.24% | −88−10.2% | Reduced |
| LifePro Asset Management | 774 | $356.2K | 0.22% | +28+3.8% | Added |
| Latko Wealth Management, Ltd. | 778 | $358.0K | 0.22% | +778 | New |
| Community Bank, N.A. | 780 | $359.0K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 781 | $359.5K | 0.05% | −2−0.3% | Reduced |
| jvl associates llc | 782 | $359.9K | 0.14% | +73+10.3% | Added |
| Chiron Capital Management, LLC | 786 | $361.8K | 0.32% | 00.0% | Unchanged |
| Tamar Securities, LLC | 787 | $362.4K | 0.05% | −216−21.5% | Reduced |
| Ruggaard & Associates LLC | 788 | $362.7K | 0.16% | 00.0% | Unchanged |
| Meridian Financial, LLC | 788 | $362.7K | 0.24% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 790 | $363.6K | 0.14% | +790 | New |
| Widmann Financial Services, Inc. | 790 | $363.6K | 0.28% | −6−0.8% | Reduced |
| Hyperion Partners, LLC | 791 | $364.1K | 0.23% | −21−2.6% | Reduced |
| Northwest Financial Advisors | 795 | $365.9K | 0.29% | −66−7.7% | Reduced |
| Plotkin Financial Advisors, LLC | 795 | $365.9K | 0.22% | +795 | New |
| Tull Financial Group, Inc. | 796 | $366.0K | 0.22% | +796 | New |
| Maltin Wealth Management, Inc. | 797 | $366.8K | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 798 | $367.3K | 0.16% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 799 | $367.7K | 0.29% | −50−5.9% | Reduced |
| Scholtz & Company, LLC | 800 | $368.2K | 0.17% | −50−5.9% | Reduced |
| Connors Investor Services Inc | 800 | $368.2K | 0.04% | −30−3.6% | Reduced |
| Friedenthal Financial | 800 | $368.2K | 0.22% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $368.2K | 0.12% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $368.2K | 0.14% | 00.0% | Unchanged |
| Asio Capital, LLC | 801 | $368.7K | 0.07% | −6−0.7% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 802 | $369.1K | 0.17% | −510−38.9% | Reduced |
| Mills Wealth Advisors LLC | 804 | $370.0K | 0.25% | +83+11.5% | Added |
| Cornerstone Planning Group LLC | 814 | $370.1K | 0.10% | +15+1.9% | Added |
| Whitford Management LLC | 806 | $371.0K | 0.21% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 809 | $372.4K | 0.14% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 809 | $372.4K | 0.08% | +10+1.3% | Added |
| New Potomac Partners, LLC | 810 | $372.8K | 0.19% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 810 | $372.8K | 0.11% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 811 | $373.3K | 0.22% | −14−1.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 811 | $373.3K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 813 | $374.0K | 0.09% | −39−4.6% | Reduced |
| Promethium Advisors,llc | 813 | $374.2K | 0.26% | +813 | New |
| Drake & Associates, LLC | 815 | $375.1K | 0.12% | +95+13.2% | Added |
| Oxinas Partners Wealth Management LLC | 817 | $376.0K | 0.23% | +277+51.3% | Added |
| Cassady Schiller Wealth Management, LLC | 824 | $379.3K | 0.14% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 824 | $379.3K | 0.04% | 00.0% | Unchanged |
| West Wealth Group, LLC | 825 | $379.7K | 0.12% | −26−3.1% | Reduced |
| Ehrlich Financial Group | 827 | $380.6K | 0.27% | −5−0.6% | Reduced |
| Alpha Financial Partners, LLC | 827 | $380.6K | 0.27% | +9+1.1% | Added |
| FSA Wealth Management LLC | 827 | $380.6K | 0.15% | +827 | New |
| Central Bank & Trust Co | 828 | $381.1K | 0.05% | +49+6.3% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 830 | $382.0K | 0.25% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 831 | $382.5K | 0.05% | −191−18.7% | Reduced |
| GEM Asset Management, LLC | 845 | $383.2K | 0.22% | +845 | New |
| OneAscent Wealth Management LLC | 835 | $384.0K | 0.15% | +835 | New |
| Foresight Capital Management Advisors, Inc. | 836 | $385.0K | 0.23% | +836 | New |
| Family Asset Management, LLC | 837 | $385.2K | 0.23% | −34−3.9% | Reduced |
| JDM Financial Group LLC | 839 | $386.2K | 0.21% | +93+12.5% | Added |
| Quattro Financial Advisors LLC | 840 | $386.4K | 0.11% | 00.0% | Unchanged |
| Delaney Dennis R | 840 | $386.6K | 0.20% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 846 | $388.0K | 0.25% | −67−7.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 844 | $388.5K | 0.02% | −439−34.2% | Reduced |
| HFG Advisors, Inc. | 844 | $388.5K | 0.34% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 845 | $388.9K | 0.18% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 846 | $389.4K | 0.25% | +2+0.2% | Added |
| Left Brain Wealth Management, LLC | 848 | $390.3K | 0.18% | +135+18.9% | Added |
| Carderock Capital Management Inc | 850 | $391.2K | 0.09% | −125−12.8% | Reduced |
| Advus Financial Partners, LLC | 853 | $392.6K | 0.16% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 856 | $393.0K | 0.22% | +856 | New |
| Fairfield, Bush & Co. | 854 | $393.1K | 0.23% | −39−4.4% | Reduced |
| Asset Allocation Strategies LLC | 856 | $394.0K | 0.11% | +5+0.6% | Added |
| Arvest Bank Trust Division | 857 | $394.4K | 0.02% | +857 | New |
| Ocean Capital Management, LLC | 857 | $394.4K | 0.09% | +857 | New |
| Providence Capital Advisors, LLC | 859 | $395.4K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 859 | $395.4K | 0.25% | 00.0% | Unchanged |
| Peoples Bank | 861 | $396.3K | 0.20% | +214+33.1% | Added |
| Astoria Strategic Wealth, Inc. | 864 | $397.7K | 0.12% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 867 | $399.0K | 0.18% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 868 | $399.5K | 0.20% | −10−1.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 872 | $401.3K | 0.29% | −795−47.7% | Reduced |
| Gibson Wealth Advisors LLC | 875 | $402.7K | 0.33% | 00.0% | Unchanged |
| Moller Financial Services | 877 | $403.6K | 0.10% | 00.0% | Unchanged |
| Allie Family Office LLC | 880 | $405.0K | 0.22% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 881 | $405.5K | 0.26% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 882 | $405.9K | 0.24% | +12+1.4% | Added |
| Boothbay Fund Management, LLC | 884 | $406.9K | 0.01% | −838−48.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 884 | $406.9K | 0.15% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 885 | $407.3K | 0.28% | +29+3.4% | Added |