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 |
|---|---|---|---|---|---|
| JRM Investment Counsel, LLC | 190,520 | $87.7M | 30.20% | −30,001−13.6% | Reduced |
| SP Asset Management LLC | 189,097 | $87.0M | 7.23% | +104,246+122.9% | Added |
| Fairview Capital Investment Management, LLC | 186,489 | $85.8M | 4.64% | −3,868−2.0% | Reduced |
| Daiwa Securities Group Inc. | 185,297 | $85.3M | 0.39% | +22,225+13.6% | Added |
| Steward Partners Investment Advisory, LLC | 184,389 | $84.9M | 0.78% | +27,471+17.5% | Added |
| Public Employees Retirement Association of Colorado | 182,184 | $83.9M | 0.33% | +509+0.3% | Added |
| Janus Henderson Group PLC | 181,717 | $83.6M | 0.04% | +6,993+4.0% | Added |
| Intelligent Financial Strategies | 181,378 | $83.5M | 45.97% | +4,246+2.4% | Added |
| Financial Counselors Inc | 179,539 | $82.6M | 1.22% | −5,030−2.7% | Reduced |
| Alpha Cubed Investments, LLC | 179,457 | $82.6M | 3.68% | +5,286+3.0% | Added |
| Perfromance Wealth Partners, LLC | 179,116 | $82.4M | 2.84% | +9,468+5.6% | Added |
| Clifford Swan Investment Counsel LLC | 178,854 | $82.3M | 2.92% | −7,280−3.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 177,508 | $81.7M | 4.61% | −6,234−3.4% | Reduced |
| Salem Investment Counselors Inc | 177,151 | $81.5M | 2.45% | −349−0.2% | Reduced |
| Archon Partners LLC | 176,800 | $81.4M | 9.41% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 176,683 | $81.3M | 0.20% | +5,109+3.0% | Added |
| MAI Capital Management | 175,607 | $80.8M | 0.77% | −13,258−7.0% | Reduced |
| Lido Advisors, LLC | 175,397 | $80.7M | 0.61% | +2,080+1.2% | Added |
| Kestra Private Wealth Services, LLC | 174,542 | $80.3M | 1.47% | +5,297+3.1% | Added |
| Jones Financial Companies LLLP | 172,464 | $79.1M | 0.08% | +55,025+46.9% | Added |
| Private Management Group Inc | 169,476 | $78.0M | 2.74% | −2,747−1.6% | Reduced |
| AMF Pensionsforsakring AB | 169,346 | $77.9M | 0.56% | 00.0% | Unchanged |
| Miller Investment Management, LP | 168,979 | $77.8M | 8.10% | +620.0% | Added |
| Mraz, Amerine & Associates, Inc. | 168,510 | $77.6M | 14.03% | −3,948−2.3% | Reduced |
| Canoe Financial LP | 169,344 | $77.5M | 1.86% | −6,829−3.9% | Reduced |
| Amussen Hunsaker Associates LLC | 168,068 | $77.4M | 11.96% | +4,472+2.7% | Added |
| Jacobi Capital Management LLC | 167,492 | $77.1M | 5.83% | +2,525+1.5% | Added |
| Chicago Partners Investment Group LLC | 166,634 | $76.8M | 2.74% | −1,737−1.0% | Reduced |
| S&CO Inc | 165,685 | $76.3M | 4.98% | +1,830+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 165,663 | $76.2M | 2.25% | −107−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 165,197 | $76.0M | 1.04% | −383−0.2% | Reduced |
| Cohen Klingenstein LLC | 164,439 | $75.7M | 2.64% | 00.0% | Unchanged |
| Kames Capital plc | 164,108 | $75.5M | 1.03% | −11,621−6.6% | Reduced |
| Avantax Advisory Services, Inc. | 163,680 | $75.3M | 0.49% | −5,053−3.0% | Reduced |
| Westwood Holdings Group Inc. | 162,894 | $75.0M | 0.32% | −13,108−7.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 162,858 | $75.0M | 0.81% | +8,398+5.4% | Added |
| River Road Asset Management, LLC | 162,628 | $74.9M | 0.98% | −17,853−9.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 162,026 | $74.6M | 6.48% | −3,624−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 160,676 | $74.0M | 1.07% | −4,195−2.5% | Reduced |
| Warren Averett Asset Management, LLC | 160,580 | $73.9M | 1.36% | −2,728−1.7% | Reduced |
| Manitou Investment Management Ltd. | 160,233 | $73.7M | 14.03% | −38,436−19.3% | Reduced |
| Nissay Asset Management Corp | 159,565 | $73.4M | 0.47% | +4,532+2.9% | Added |
| Allen Investment Management LLC | 159,328 | $73.3M | 0.87% | +1,486+0.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 158,604 | $73.0M | 1.70% | +5,053+3.3% | Added |
| JustInvest LLC | 158,151 | $72.8M | 1.17% | +17,827+12.7% | Added |
| Umb Bank N A | 157,190 | $72.3M | 1.13% | −2,347−1.5% | Reduced |
| Cooke & Bieler LP | 157,104 | $72.3M | 0.66% | −49,289−23.9% | Reduced |
| Oregon Public Employees Retirement Fund | 156,780 | $72.2M | 1.35% | +1,260+0.8% | Added |
| Wealthfront Advisers LLC | 155,742 | $71.7M | 0.22% | +9,199+6.3% | Added |
| DDD Partners, LLC | 155,620 | $71.6M | 7.78% | +1,286+0.8% | Added |
| Roundview Capital LLC | 155,253 | $71.5M | 5.18% | −8,334−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 155,086 | $71.4M | 0.78% | +729+0.5% | Added |
| Advisors Capital Management, LLC | 154,968 | $71.3M | 1.16% | +3,082+2.0% | Added |
| Confluence Investment Management LLC | 154,742 | $71.2M | 0.95% | −4,450−2.8% | Reduced |
| First Trust Advisors LP | 154,392 | $71.1M | 0.07% | +5,453+3.7% | Added |
| Storebrand Asset Management AS | 152,978 | $70.4M | 0.22% | +4,855+3.3% | Added |
| St. James Investment Company, LLC | 152,430 | $70.2M | 11.85% | −4,590−2.9% | Reduced |
| Equitable Holdings, Inc. | 151,914 | $69.9M | 0.68% | +12,220+8.7% | Added |
| Ieq Capital, LLC | 151,816 | $69.9M | 0.86% | +13,425+9.7% | Added |
| Ardent Capital Management, Inc. | 151,220 | $69.6M | 31.63% | −3,855−2.5% | Reduced |
| Segment Wealth Management, LLC | 150,006 | $69.0M | 4.74% | +3,824+2.6% | Added |
| Parthenon LLC | 149,172 | $68.7M | 8.20% | −1,483−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 148,955 | $68.6M | 4.23% | +1,371+0.9% | Added |
| Pacer Advisors, Inc. | 148,933 | $68.5M | 0.15% | −4,086−2.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 148,562 | $68.4M | 1.78% | −40,305−21.3% | Reduced |
| Summitry LLC | 147,823 | $68.0M | 3.25% | +547+0.4% | Added |
| Wittenberg Investment Management, Inc. | 145,475 | $67.0M | 21.85% | −12,547−7.9% | Reduced |
| University of Notre Dame du Lac | 145,181 | $66.8M | 100.00% | −32,600−18.3% | Reduced |
| Moneta Group Investment Advisors LLC | 145,069 | $66.8M | 0.97% | +7,411+5.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 145,041 | $66.8M | 0.15% | −38,485−21.0% | Reduced |
| Baxter Bros Inc | 144,812 | $66.7M | 8.67% | −5,245−3.5% | Reduced |
| Central Trust Co | 144,062 | $66.3M | 1.55% | −2,390−1.6% | Reduced |
| Founders Capital Management, LLC | 142,394 | $65.5M | 11.37% | −1,061−0.7% | Reduced |
| Vontobel Holding Ltd. | 142,239 | $65.5M | 0.21% | −3,788−2.6% | Reduced |
| Tweedy, Browne Co LLC | 140,855 | $64.8M | 3.09% | −9,028−6.0% | Reduced |
| Greenleaf Trust | 140,738 | $64.8M | 0.58% | +2,873+2.1% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 140,600 | $64.7M | 22.66% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 140,176 | $64.5M | 0.88% | +109,988+364.3% | Added |
| Northeast Investment Management | 139,843 | $64.4M | 2.88% | −654−0.5% | Reduced |
| Lountzis Asset Management, LLC | 139,231 | $64.1M | 26.64% | −244−0.2% | Reduced |
| Citadel Advisors LLC | 138,681 | $63.8M | 0.07% | −245,517−63.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 138,372 | $63.7M | 0.56% | −7,516−5.2% | Reduced |
| Parsons Capital Management Inc | 137,564 | $63.3M | 4.01% | −802−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 136,575 | $62.9M | 3.85% | −770−0.6% | Reduced |
| Seizert Capital Partners, LLC | 136,000 | $62.6M | 2.83% | −24,645−15.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 135,107 | $62.2M | 14.07% | −2,467−1.8% | Reduced |
| First Foundation Advisors | 134,598 | $61.9M | 2.33% | −7,874−5.5% | Reduced |
| Norris Perne & French LLP | 133,679 | $61.5M | 4.22% | −1,046−0.8% | Reduced |
| Chilton Investment Co LLC | 132,295 | $60.9M | 1.59% | +22,303+20.3% | Added |
| Burgundy Asset Management Ltd. | 131,573 | $60.6M | 0.60% | −3,378−2.5% | Reduced |
| Hosking Partners LLP | 131,376 | $60.5M | 2.33% | +4,075+3.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 131,314 | $60.4M | 0.28% | −22,648−14.7% | Reduced |
| Sound Shore Management Inc | 131,114 | $60.3M | 1.96% | −73,273−35.9% | Reduced |
| Clearstead Advisors, LLC | 130,860 | $60.2M | 0.93% | +7,870+6.4% | Added |
| Agf Management Ltd | 130,232 | $59.9M | 0.30% | −20,564−13.6% | Reduced |
| Capital Advisors Inc | 129,969 | $59.8M | 1.20% | +18,869+17.0% | Added |
| Heritage Wealth Advisors | 129,861 | $59.8M | 2.80% | −1,584−1.2% | Reduced |
| HB Wealth Management, LLC | 129,790 | $59.7M | 0.64% | +12,127+10.3% | Added |
| Welch & Forbes LLC | 129,093 | $59.4M | 0.76% | +951+0.7% | Added |
| AXA S.A. | 128,401 | $59.1M | 0.17% | +9,467+8.0% | Added |