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 |
|---|---|---|---|---|---|
| Zega Financial, LLC | 886 | $407.8K | 0.13% | −2−0.2% | Reduced |
| Windsor Capital Management, LLC | 886 | $407.8K | 0.12% | +53+6.4% | Added |
| Carrera Capital Advisors | 886 | $407.8K | 0.10% | +152+20.7% | Added |
| SWS Partners | 888 | $408.7K | 0.13% | 00.0% | Unchanged |
| Earnest Partners LLC | 889 | $409.2K | 0.00% | +92+11.5% | Added |
| Enclave Advisors LLC | 890 | $409.6K | 0.07% | +890 | New |
| ELCO Management Co., LLC | 895 | $411.9K | 0.22% | 00.0% | Unchanged |
| AJ Advisors, LLC | 895 | $411.9K | 0.21% | +19+2.2% | Added |
| Inceptionr LLC | 896 | $412.4K | 0.10% | +896 | New |
| Global Strategic Investment Solutions, LLC | 897 | $412.9K | 0.05% | −31−3.3% | Reduced |
| Builder Investment Group Inc | 897 | $412.9K | 0.11% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 897 | $412.9K | 0.24% | +81+9.9% | Added |
| ACT Advisors, LLC. | 897 | $412.9K | 0.19% | +127+16.5% | Added |
| Addison Capital Co | 898 | $413.3K | 0.17% | −11−1.2% | Reduced |
| Advance Capital Management, Inc. | 898 | $413.3K | 0.02% | +48+5.6% | Added |
| VitalStone Financial, LLC | 899 | $413.8K | 0.28% | +834+1,283.1% | Added |
| New England Capital Financial Advisors LLC | 900 | $414.2K | 0.22% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 903 | $415.6K | 0.15% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 906 | $417.0K | 0.11% | −1,655−64.6% | Reduced |
| MontVue Capital Management, Inc. | 907 | $417.5K | 0.32% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 911 | $419.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 912 | $419.0K | 0.23% | 00.0% | Unchanged |
| Monument Capital Management | 912 | $419.8K | 0.12% | −1−0.1% | Reduced |
| Orion Capital Management LLC | 912 | $419.8K | 0.20% | +150+19.7% | Added |
| Zevin Asset Management LLC | 914 | $421.0K | 0.07% | 00.0% | Unchanged |
| Elevatus Welath Management | 915 | $421.1K | 0.14% | +164+21.8% | Added |
| C2C Wealth Management, LLC | 935 | $421.6K | 0.39% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 917 | $422.1K | 0.18% | −182−16.6% | Reduced |
| Clear Investment Research, LLC | 918 | $422.5K | 0.55% | +18+2.0% | Added |
| HTG Investment Advisors, Inc. | 920 | $423.4K | 0.20% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 934 | $424.0K | 0.19% | +934 | New |
| Investment Advisory Services Inc | 922 | $424.4K | 0.15% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 925 | $425.7K | 0.10% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $425.7K | 0.12% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 926 | $426.2K | 0.23% | +363+64.5% | Added |
| Affinity Investment Advisors, LLC | 927 | $426.7K | 0.29% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 927 | $426.7K | 0.22% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 928 | $427.1K | 0.23% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 929 | $427.6K | 0.14% | +3+0.3% | Added |
| Leslie Global Wealth, LLC | 929 | $427.6K | 0.21% | +19+2.1% | Added |
| Mach-1 Financial Group, Inc. | 933 | $429.4K | 0.26% | +76+8.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 936 | $430.8K | 0.13% | +114+13.9% | Added |
| Chelsea Counsel Co | 939 | $432.2K | 0.21% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 941 | $433.1K | 0.03% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 945 | $434.9K | 0.11% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 945 | $434.9K | 0.22% | +82+9.5% | Added |
| Mandatum Life Insurance Co Ltd | 946 | $435.4K | 0.13% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 947 | $435.9K | 0.17% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 948 | $436.3K | 0.31% | −70−6.9% | Reduced |
| Brio Consultants, LLC | 948 | $436.3K | 0.07% | +4+0.4% | Added |
| Goldstein Advisors, LLC | 949 | $436.8K | 0.07% | +40+4.4% | Added |
| Avondale Wealth Management | 950 | $437.2K | 0.28% | −150−13.6% | Reduced |
| Granite Group Advisors, LLC | 950 | $437.2K | 0.28% | −100−9.5% | Reduced |
| Cox Capital Mgt LLC | 950 | $437.2K | 0.26% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 952 | $438.2K | 0.22% | −90−8.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 955 | $439.5K | 0.24% | 00.0% | Unchanged |
| Kings Path Partners LLC | 955 | $439.5K | 0.18% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 956 | $440.2K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 957 | $440.5K | 0.04% | 00.0% | Unchanged |
| Divergent Planning, LLC | 954 | $440.7K | 0.16% | 00.0% | Unchanged |
| Brickley Wealth Management | 958 | $440.9K | 0.09% | −19−1.9% | Reduced |
| Waypoint Wealth Partners Inc. | 958 | $441.0K | 0.12% | −280−22.6% | Reduced |
| Waycross Investment Management Co | 959 | $441.4K | 0.41% | −7−0.7% | Reduced |
| Gray Private Wealth, LLC | 959 | $441.4K | 0.26% | +1+0.1% | Added |
| Opinicus Capital, Inc. | 961 | $442.3K | 0.35% | −9−0.9% | Reduced |
| Fusion Capital, LLC | 962 | $442.8K | 0.19% | −20−2.0% | Reduced |
| Towneley Capital Management, Inc | 963 | $443.2K | 0.10% | +100+11.6% | Added |
| AA Financial Advisors, LLC | 966 | $444.6K | 0.13% | −50−4.9% | Reduced |
| Foster & Motley Inc | 967 | $445.0K | 0.03% | −56−5.5% | Reduced |
| Optivise Advisory Services LLC | 967 | $445.1K | 0.23% | +35+3.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 971 | $447.0K | 0.01% | −127−11.6% | Reduced |
| New Jersey Better Educational Savings Trust | 972 | $447.4K | 0.85% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 972 | $447.4K | 0.32% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 973 | $447.8K | 0.20% | −45−4.4% | Reduced |
| Lane & Associates LLC | 973 | $447.8K | 0.24% | −8−0.8% | Reduced |
| Toth Financial Advisory Corp | 974 | $448.3K | 0.05% | +86+9.7% | Added |
| Lynx Capital Group Ltd | 975 | $448.8K | 0.29% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 975 | $448.8K | 0.37% | +32+3.4% | Added |
| FreeGulliver LLC | 983 | $452.4K | 0.27% | +303+44.6% | Added |
| Affinity Wealth Management LLC | 985 | $453.4K | 0.08% | +155+18.7% | Added |
| Stegent Equity Advisors, Inc. | 988 | $454.7K | 0.50% | +988 | New |
| Cannon Wealth Management Services, LLC | 988 | $454.7K | 0.42% | +988 | New |
| Joseph P. Lucia & Associates, LLC | 989 | $455.2K | 0.21% | +75+8.2% | Added |
| Josh Arnold Investment Consultant, LLC | 990 | $455.7K | 0.37% | −125−11.2% | Reduced |
| Investors Asset Management of Georgia Inc | 990 | $455.7K | 0.21% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 990 | $455.7K | 0.34% | +126+14.6% | Added |
| Maryland Capital Advisors Inc. | 990 | $455.7K | 0.22% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 991 | $456.1K | 0.24% | −2−0.2% | Reduced |
| Jefferies Financial Group Inc. | 992 | $456.6K | 0.01% | −62,433−98.4% | Reduced |
| Peterson Wealth Advisors, LLC | 993 | $457.0K | 0.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 993 | $457.0K | 0.07% | −802−44.7% | Reduced |
| W Advisors, LLC | 994 | $457.5K | 0.28% | 00.0% | Unchanged |
| Grace & White Inc | 1,000 | $460.3K | 0.08% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $460.3K | 0.06% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,000 | $460.3K | 0.22% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $460.7K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,001 | $460.7K | 0.05% | +243+32.1% | Added |
| CM Wealth Advisors LLC | 1,002 | $461.2K | 0.15% | +425+73.7% | Added |
| Cranbrook Wealth Management, LLC | 1,003 | $461.6K | 0.11% | +18+1.8% | Added |
| Dividend Assets Capital, LLC | 1,005 | $462.6K | 0.09% | 00.0% | Unchanged |