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 |
|---|---|---|---|---|---|
| OMNI 360 Wealth, Inc. | 1,174 | $540.3K | 0.37% | +446+61.3% | Added |
| Gouws Capital LLC | 1,175 | $540.8K | 0.37% | −75−6.0% | Reduced |
| SkyView Investment Advisors, LLC | 1,178 | $542.0K | 0.09% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 1,178 | $542.2K | 0.53% | +1,178 | New |
| Allstate Corp | 1,182 | $544.0K | 0.05% | −3,124−72.5% | Reduced |
| Isthmus Partners, LLC | 1,182 | $544.0K | 0.06% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,185 | $545.4K | 0.21% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 1,185 | $545.4K | 0.23% | +1,185 | New |
| NFC Investments, LLC | 1,186 | $546.0K | 0.16% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,171 | $546.0K | 0.13% | −12−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 1,190 | $547.7K | 0.13% | −3−0.3% | Reduced |
| DLK Investment Management, LLC | 1,191 | $548.2K | 0.21% | −87−6.8% | Reduced |
| Redwood Financial Network Corp | 1,195 | $549.8K | 0.43% | −107−8.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,195 | $550.0K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,197 | $550.9K | 0.22% | +100+9.1% | Added |
| Threadgill Financial, LLC | 1,197 | $550.9K | 0.33% | +129+12.1% | Added |
| Commonwealth Financial Services, LLC | 1,210 | $553.5K | 0.11% | +22+1.9% | Added |
| Park Place Capital Corp | 1,204 | $554.2K | 0.16% | −197−14.1% | Reduced |
| NorthLanding Financial Partners, LLC | 1,205 | $554.6K | 0.55% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 1,207 | $555.5K | 0.83% | −485−28.7% | Reduced |
| Sharp Financial Services, LLC | 1,208 | $556.0K | 0.43% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,208 | $556.0K | 0.14% | +4+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,209 | $556.5K | 0.46% | −79−6.1% | Reduced |
| Bright Financial Advisors, Inc. | 1,209 | $556.5K | 0.35% | −5−0.4% | Reduced |
| Citizens & Northern Corp | 1,210 | $556.9K | 0.17% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,211 | $557.4K | 0.26% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 1,216 | $559.7K | 0.05% | 00.0% | Unchanged |
| Anson Funds Management LP | 1,218 | $560.6K | 0.08% | +1,218 | New |
| R. W. Roge & Company, Inc. | 1,221 | $561.0K | 0.30% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,219 | $561.1K | 0.21% | 00.0% | Unchanged |
| Enzi Wealth | 1,220 | $561.2K | 0.22% | +5+0.4% | Added |
| Creekside Partners | 1,222 | $562.4K | 0.29% | 00.0% | Unchanged |
| Madden Securities Corp | 1,224 | $563.4K | 0.24% | −150−10.9% | Reduced |
| Everpar Advisors LLC | 1,225 | $563.8K | 0.29% | +269+28.1% | Added |
| Orin Green Financial, LLC | 1,226 | $564.3K | 0.24% | +50+4.3% | Added |
| Brand Asset Management Group, Inc. | 1,226 | $564.3K | 0.22% | +76+6.6% | Added |
| Crestmont Private Wealth LLC | 1,226 | $564.3K | 0.25% | +85+7.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $564.3K | 0.26% | +1,226 | New |
| SWP Financial LLC | 1,228 | $565.2K | 0.34% | +53+4.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $565.2K | 0.07% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,233 | $567.5K | 0.40% | +220+21.7% | Added |
| Sunburst Financial Group, LLC | 1,240 | $570.7K | 0.14% | −1−0.1% | Reduced |
| RBF Capital, LLC | 1,241 | $571.2K | 0.03% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,242 | $571.6K | 0.31% | −17−1.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,242 | $571.6K | 0.03% | +10+0.8% | Added |
| Union Savings Bank | 1,243 | $572.1K | 0.28% | +13+1.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,246 | $573.5K | 0.20% | −180−12.6% | Reduced |
| New England Professional Planning Group Inc. | 1,247 | $573.9K | 0.28% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,247 | $574.1K | 0.57% | −5,422−81.3% | Reduced |
| Willow Creek Wealth Management Inc. | 1,248 | $574.4K | 0.06% | +20+1.6% | Added |
| Centennial Bank | 1,250 | $575.3K | 0.26% | −50−3.8% | Reduced |
| Stevard, LLC | 1,254 | $577.2K | 2.35% | −5,750−82.1% | Reduced |
| Bridge Advisory, LLC | 1,255 | $577.6K | 0.27% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,258 | $579.0K | 0.25% | −83−6.2% | Reduced |
| Client 1st Advisory Group, LLC | 1,259 | $579.5K | 0.23% | +78+6.6% | Added |
| Gould Asset Management LLC | 1,260 | $579.9K | 0.12% | −15−1.2% | Reduced |
| Aspen Wealth Strategies, LLC | 1,261 | $580.4K | 0.37% | +3+0.2% | Added |
| Financial Council Asset Management Inc | 1,263 | $581.3K | 0.30% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,273 | $585.9K | 0.13% | −6−0.5% | Reduced |
| Portfolio Strategies, Inc. | 1,275 | $586.8K | 0.08% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,276 | $587.3K | 0.07% | −552−30.2% | Reduced |
| Benchmark Investment Advisors LLC | 1,276 | $587.3K | 0.42% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,279 | $588.7K | 0.10% | +28+2.2% | Added |
| Trevian Wealth Management LLC | 1,279 | $589.0K | 0.48% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,283 | $590.5K | 0.18% | +23+1.8% | Added |
| DiNuzzo Private Wealth, Inc. | 1,285 | $591.4K | 0.07% | +751+140.6% | Added |
| Provident Investment Management, Inc. | 1,287 | $592.4K | 0.05% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 1,293 | $595.1K | 0.17% | +200+18.3% | Added |
| Whelan Financial | 1,295 | $596.0K | 0.25% | +69+5.6% | Added |
| Bridge Creek Capital Management LLC | 1,297 | $597.0K | 0.18% | −25−1.9% | Reduced |
| Integrated Capital Management, LLC | 1,299 | $598.0K | 0.32% | +1,299 | New |
| Nemes Rush Group LLC | 1,423 | $598.4K | 0.09% | −246−14.7% | Reduced |
| Talbot Financial, LLC | 1,301 | $598.8K | 0.07% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,305 | $600.6K | 0.20% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,307 | $601.6K | 0.44% | −34−2.5% | Reduced |
| Pure Portfolios Holdings LLC | 1,307 | $601.6K | 0.23% | +1,307 | New |
| Bruce G. Allen Investments, LLC | 1,308 | $602.0K | 0.47% | −128−8.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,317 | $606.2K | 0.03% | −151−10.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,318 | $606.6K | 0.19% | −35−2.6% | Reduced |
| Strategic Wealth Designers | 1,327 | $607.0K | 0.07% | −1,207−47.6% | Reduced |
| Skba Capital Management LLC | 1,319 | $607.1K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,321 | $608.0K | 0.31% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,322 | $608.5K | 0.20% | +237+21.8% | Added |
| Buckingham Capital Management, Inc. | 1,325 | $609.8K | 0.07% | +127+10.6% | Added |
| BluePath Capital Management, LLC | 1,333 | $613.5K | 0.38% | −1,527−53.4% | Reduced |
| CSS LLC | 1,333 | $613.5K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,332 | $613.5K | 0.22% | +1,332 | New |
| ORBA Wealth Advisors, L.L.C. | 1,335 | $614.4K | 0.31% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $614.9K | 0.22% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,339 | $616.3K | 0.39% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,339 | $616.3K | 0.18% | +1+0.1% | Added |
| Harvest Investment Services, LLC | 1,339 | $616.3K | 0.20% | +108+8.8% | Added |
| Cape Investment Advisory, Inc. | 1,343 | $618.1K | 0.25% | +347+34.8% | Added |
| Renaissance Investment Group LLC | 1,344 | $618.5K | 0.13% | −25−1.8% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $619.5K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,346 | $619.5K | 0.38% | +1,323+5,752.2% | Added |
| Pacitti Group Inc. | 1,348 | $620.3K | 0.29% | −18−1.3% | Reduced |
| Kure Advisory, LLC | 1,349 | $620.9K | 0.56% | +6+0.4% | Added |
| Farrow Financial Inc. | 1,350 | $621.4K | 0.39% | −100−6.9% | Reduced |
| Bonness Enterprises Inc | 1,350 | $621.4K | 0.21% | 00.0% | Unchanged |