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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Holistic Financial Partners | 1,005 | $462.6K | 0.22% | −65−6.1% | Reduced |
| Columbia Advisory Partners LLC | 1,006 | $463.0K | 0.44% | +241+31.5% | Added |
| Davies Financial Advisors, Inc. | 1,007 | $463.5K | 0.40% | −22−2.1% | Reduced |
| Silverleafe Capital Partners, LLC | 1,008 | $463.9K | 0.16% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,008 | $463.9K | 0.23% | +1,008 | New |
| Ayrshire Capital Management LLC | 1,009 | $464.4K | 0.22% | −1−0.1% | Reduced |
| Purus Wealth Management, LLC | 1,010 | $464.9K | 0.20% | −30−2.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,011 | $465.3K | 0.17% | −2−0.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,011 | $465.3K | 0.16% | +50+5.2% | Added |
| Iron Financial, LLC | 1,013 | $466.2K | 0.25% | −1,187−54.0% | Reduced |
| Better Money Decisions, LLC | 1,014 | $466.7K | 0.33% | 00.0% | Unchanged |
| Hara Capital LLC | 1,015 | $467.2K | 0.29% | +1,015 | New |
| Clearview Wealth Advisors LLC | 1,017 | $468.1K | 0.36% | −47−4.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,024 | $471.3K | 0.21% | −100−8.9% | Reduced |
| Synergy Financial Group, LTD | 1,024 | $471.3K | 0.45% | +48+4.9% | Added |
| Syntax Research, Inc. | 1,024 | $471.3K | 0.32% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,028 | $473.1K | 0.51% | −18−1.7% | Reduced |
| BCM Advisors, LLC | 1,070 | $473.3K | 0.11% | +1+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 1,029 | $473.6K | 0.17% | −75−6.8% | Reduced |
| Stony Point Wealth Management Inc. | 1,032 | $475.0K | 0.20% | +28+2.8% | Added |
| Hibernia Wealth Partners, LLC | 1,032 | $475.0K | 0.16% | +57+5.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,032 | $475.0K | 0.20% | +75+7.8% | Added |
| Berkshire Bank | 1,035 | $476.4K | 0.11% | +145+16.3% | Added |
| Richardson Financial Services Inc. | 1,165 | $476.6K | 0.30% | +50+4.5% | Added |
| Flaharty Asset Management, LLC | 1,036 | $476.8K | 0.07% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,040 | $478.7K | 0.07% | +11+1.1% | Added |
| Donald L. Hagan, LLC | 1,041 | $479.1K | 0.24% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,042 | $479.6K | 0.07% | +6+0.6% | Added |
| Sentinus, LLC | 1,046 | $481.4K | 0.18% | +87+9.1% | Added |
| Hamilton Wealth, LLC | 1,049 | $482.8K | 0.12% | +20+1.9% | Added |
| Campbell Wealth Management | 1,050 | $483.0K | 0.04% | −496−32.1% | Reduced |
| Oxler Private Wealth LLC | 1,051 | $483.7K | 0.17% | −19−1.8% | Reduced |
| German American Bancorp, Inc. | 1,052 | $484.2K | 0.05% | +7+0.7% | Added |
| Vigilare Wealth Management | 1,054 | $485.1K | 0.20% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,056 | $486.0K | 0.32% | +4+0.4% | Added |
| Bank & Trust Co | 1,057 | $486.5K | 0.39% | −16−1.5% | Reduced |
| Quartz Partners, LLC | 1,057 | $486.7K | 0.30% | +1,057 | New |
| Prudent Investors Network | 1,064 | $489.7K | 0.15% | +1,064 | New |
| Compton Financial Group, LLC | 1,065 | $490.2K | 0.15% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 1,065 | $490.2K | 0.14% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 917 | $491.1K | 0.36% | −175−16.0% | Reduced |
| Smithbridge Asset Management Inc | 1,070 | $492.5K | 0.08% | −110−9.3% | Reduced |
| Chico Wealth RIA | 1,073 | $493.9K | 0.42% | +10+0.9% | Added |
| Duncan Williams Asset Management, LLC | 1,073 | $493.9K | 0.27% | +1,073 | New |
| Rockline Wealth Management, LLC | 1,079 | $496.6K | 0.14% | −83−7.1% | Reduced |
| Westover Capital Advisors, LLC | 1,082 | $498.0K | 0.10% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,082 | $498.0K | 0.23% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 1,085 | $499.4K | 0.19% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 1,091 | $502.0K | 0.28% | +1,091 | New |
| Mayfair Advisory Group, LLC | 1,090 | $503.5K | 0.32% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,095 | $504.0K | 0.18% | +110+11.2% | Added |
| US Asset Management LLC | 1,077 | $504.0K | 0.45% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,099 | $505.8K | 0.16% | −15−1.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,101 | $506.7K | 0.37% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,102 | $507.2K | 0.07% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,105 | $508.6K | 0.35% | −60−5.2% | Reduced |
| MayTech Global Investments, LLC | 1,106 | $509.0K | 0.07% | −33−2.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,107 | $509.7K | 0.25% | +15+1.4% | Added |
| Alternative Investment Advisors, LLC. | 1,108 | $510.0K | 0.27% | −33−2.9% | Reduced |
| West Paces Advisors Inc. | 1,109 | $510.4K | 0.13% | −25−2.2% | Reduced |
| Geometric Wealth Advisors | 1,109 | $510.4K | 0.09% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,109 | $510.4K | 0.46% | +203+22.4% | Added |
| Harmony Asset Management LLC | 1,112 | $511.8K | 0.19% | −100−8.3% | Reduced |
| TCP Asset Management, LLC | 1,114 | $512.7K | 0.12% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,128 | $513.0K | 0.25% | −40−3.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,115 | $513.0K | 0.12% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,126 | $515.1K | 0.29% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,120 | $515.5K | 0.29% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,122 | $516.4K | 0.29% | +1+0.1% | Added |
| Angeles Investment Advisors, LLC | 1,123 | $516.9K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,130 | $520.1K | 0.34% | −9−0.8% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,132 | $521.0K | 0.26% | +22+2.0% | Added |
| Aspect Partners, LLC | 1,132 | $521.0K | 0.29% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,136 | $522.9K | 0.02% | +79+7.5% | Added |
| Burrus Financial Services, Inc. | 1,136 | $523.0K | 0.26% | +126+12.5% | Added |
| Kades & Cheifetz LLC | 1,140 | $524.7K | 0.30% | −32−2.7% | Reduced |
| Myecfo, LLC | 1,140 | $524.7K | 0.28% | −12−1.0% | Reduced |
| Adell Harriman & Carpenter Inc | 1,142 | $525.6K | 0.04% | −305−21.1% | Reduced |
| Bay Rivers Group | 1,142 | $525.6K | 0.26% | +272+31.3% | Added |
| Mendel Money Management | 1,146 | $527.5K | 0.23% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,147 | $527.9K | 0.30% | −82−6.7% | Reduced |
| Taurus Asset Management, LLC | 1,150 | $529.3K | 0.05% | −38−3.2% | Reduced |
| United Capital Management of KS, Inc. | 1,150 | $529.3K | 0.12% | 00.0% | Unchanged |
| Barings LLC | 1,150 | $529.3K | 0.01% | +503+77.7% | Added |
| Caxton Corp | 1,151 | $529.6K | 2.19% | +126+12.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,303 | $530.1K | 0.28% | 00.0% | Unchanged |
| Marotta Asset Management | 1,154 | $531.1K | 0.10% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,155 | $531.6K | 0.00% | +498+75.8% | Added |
| Commonwealth Retirement Investments LLC | 1,160 | $533.9K | 0.22% | −494−29.9% | Reduced |
| Paulson Wealth Management Inc. | 1,161 | $534.4K | 0.14% | −350−23.2% | Reduced |
| Canandaigua National Trust Co of Florida | 1,163 | $535.3K | 0.46% | +1,163 | New |
| Boston Mountain Money Management Inc | 1,164 | $535.7K | 0.31% | +25+2.2% | Added |
| Hillsdale Investment Management Inc. | 1,165 | $536.1K | 0.04% | +123+11.8% | Added |
| Capital Insight Partners, LLC | 1,165 | $536.2K | 0.09% | −55−4.5% | Reduced |
| Yeomans Consulting Group, Inc. | 1,165 | $536.2K | 0.20% | −1−0.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,165 | $536.2K | 0.01% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,165 | $536.2K | 0.28% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,168 | $538.0K | 0.00% | +155+15.3% | Added |
| EnRich Financial Partners LLC | 1,172 | $539.4K | 0.18% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,173 | $539.9K | 0.52% | +54+4.8% | Added |