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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 90,186 | $41.5M | 26.64% | −1,188−1.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 88,812 | $41.5M | 3.14% | −117−0.1% | Reduced |
| De Burlo Group Inc | 89,810 | $41.3M | 5.09% | +9,690+12.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 89,755 | $41.3M | 4.17% | +195+0.2% | Added |
| Silvercrest Asset Management Group LLC | 89,600 | $41.2M | 0.28% | −716−0.8% | Reduced |
| American Financial Advisors, LLC | 89,589 | $41.2M | 5.63% | −1,957−2.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 89,571 | $41.2M | 2.88% | +316+0.4% | Added |
| Bryn Mawr Trust Co | 89,320 | $41.1M | 0.74% | +64,867+265.3% | Added |
| First Citizens Bank & Trust Co | 88,745 | $40.8M | 0.90% | −4,386−4.7% | Reduced |
| New Mexico Educational Retirement Board | 88,557 | $40.8M | 1.37% | −3,100−3.4% | Reduced |
| Gamco Investors, Inc. Et Al | 88,460 | $40.7M | 0.42% | +300+0.3% | Added |
| Lee Financial Co | 88,091 | $40.5M | 5.76% | +672+0.8% | Added |
| Cobblestone Capital Advisors LLC | 87,330 | $40.2M | 2.25% | −646−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 87,161 | $40.1M | 1.01% | −7,848−8.3% | Reduced |
| Aptus Capital Advisors, LLC | 86,574 | $39.8M | 0.61% | +12,615+17.1% | Added |
| Motley Fool Asset Management LLC | 86,878 | $39.7M | 2.35% | +3,050+3.6% | Added |
| Johnson Investment Counsel Inc | 86,197 | $39.7M | 0.39% | −771−0.9% | Reduced |
| Pinnacle Associates Ltd | 110,620 | $39.5M | 0.68% | −1,347−1.2% | Reduced |
| Assetmark, Inc | 85,624 | $39.4M | 0.11% | +2,592+3.1% | Added |
| SpiderRock Advisors, LLC | 85,609 | $39.4M | 0.84% | +10,802+14.4% | Added |
| Congress Wealth Management LLC | 85,527 | $39.4M | 0.52% | +38,980+83.7% | Added |
| True North Advisors, LLC | 85,324 | $39.3M | 10.27% | −837−1.0% | Reduced |
| Private Wealth Partners, LLC | 85,287 | $39.3M | 3.13% | +804+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 85,037 | $39.1M | 0.39% | −13,909−14.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 85,037 | $39.1M | 0.39% | +85,037 | New |
| Nations Financial Group Inc, | 84,948 | $39.1M | 2.84% | −4,264−4.8% | Reduced |
| Baskin Financial Services Inc. | 84,711 | $39.0M | 3.19% | +499+0.6% | Added |
| Oldfield Partners LLP | 84,447 | $38.9M | 8.22% | −70,200−45.4% | Reduced |
| LGT Group Foundation | 84,233 | $38.5M | 0.63% | +5,247+6.6% | Added |
| Spinnaker Trust | 83,214 | $38.3M | 2.36% | −3,600−4.1% | Reduced |
| Generate Investment Management Ltd | 83,194 | $38.3M | 2.56% | −11,883−12.5% | Reduced |
| Wharton Business Group, LLC | 83,160 | $38.3M | 1.72% | +10,593+14.6% | Added |
| Mill Capital Management, LLC | 82,697 | $38.1M | 2.98% | +8,124+10.9% | Added |
| Adams Diversified Equity Fund, Inc. | 82,643 | $38.0M | 1.40% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 82,041 | $37.8M | 1.64% | −86−0.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 81,300 | $37.4M | 0.40% | −4,501−5.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 81,221 | $37.4M | 4.60% | −11,325−12.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 81,013 | $37.3M | 4.86% | −6,243−7.2% | Reduced |
| Cornerstone Advisors, LLC | 80,700 | $37.1M | 1.47% | +12,600+18.5% | Added |
| Constant Guidance Financial LLC | 80,648 | $37.1M | 30.38% | −2,579−3.1% | Reduced |
| Reik & Co., LLC | 80,156 | $36.9M | 8.77% | −2,235−2.7% | Reduced |
| Independent Advisor Alliance | 80,101 | $36.9M | 1.34% | −2,066−2.5% | Reduced |
| Boston Trust Walden Corp | 80,090 | $36.9M | 0.26% | −1,439−1.8% | Reduced |
| Freestone Capital Holdings, LLC | 80,090 | $36.9M | 1.27% | +459+0.6% | Added |
| Strata Wealth Advisors, LLC | 80,083 | $36.9M | 11.85% | −1,285−1.6% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 79,265 | $36.5M | 9.68% | −565−0.7% | Reduced |
| WealthPLAN Partners, LLC | 78,775 | $36.3M | 4.87% | −15,958−16.8% | Reduced |
| Cadinha & Co LLC | 78,720 | $36.2M | 6.19% | −99−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 78,444 | $36.1M | 0.85% | +1,231+1.6% | Added |
| Gotham Asset Management, LLC | 78,417 | $36.1M | 0.37% | +5,785+8.0% | Added |
| Prospector Partners LLC | 78,310 | $36.0M | 3.85% | 00.0% | Unchanged |
| Sprott Inc. | 77,733 | $35.8M | 2.29% | −5,327−6.4% | Reduced |
| Stratos Wealth Partners, LTD. | 77,595 | $35.7M | 0.52% | +12,343+18.9% | Added |
| Omers Administration Corp | 77,370 | $35.6M | 0.33% | −500−0.6% | Reduced |
| Red Door Wealth Management, LLC | 77,278 | $35.6M | 5.92% | +1,346+1.8% | Added |
| Braun Stacey Associates Inc | 77,190 | $35.5M | 1.35% | +2,070+2.8% | Added |
| Parallel Advisors, LLC | 77,036 | $35.5M | 0.84% | +1,046+1.4% | Added |
| Destination Wealth Management | 76,922 | $35.4M | 1.10% | +424+0.6% | Added |
| Merit Financial Group, LLC | 76,916 | $35.4M | 0.79% | −224−0.3% | Reduced |
| Waverton Investment Management Ltd | 76,924 | $35.4M | 0.58% | −4,903−6.0% | Reduced |
| NEOS Investment Management LLC | 76,793 | $35.3M | 1.07% | +15,428+25.1% | Added |
| White Pine Investment CO | 76,107 | $35.0M | 9.61% | −930−1.2% | Reduced |
| Massmutual Trust Co FSB | 76,065 | $35.0M | 1.00% | +1,606+2.2% | Added |
| Sprucegrove Investment Management Ltd | 75,830 | $34.9M | 1.95% | −395−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 76,227 | $34.9M | 6.30% | −220−0.3% | Reduced |
| TownSquare Capital, LLC | 75,487 | $34.7M | 0.42% | +9,647+14.7% | Added |
| Metis Global Partners, LLC | 75,239 | $34.6M | 1.08% | +1,773+2.4% | Added |
| D'Orazio & Associates, Inc. | 75,151 | $34.6M | 4.92% | −492−0.7% | Reduced |
| YHB Investment Advisors, Inc. | 75,108 | $34.6M | 2.86% | −890−1.2% | Reduced |
| PYA Waltman Capital, LLC | 75,032 | $34.5M | 11.29% | +1,297+1.8% | Added |
| Crossmark Global Holdings, Inc. | 74,982 | $34.5M | 0.62% | −997−1.3% | Reduced |
| BNP Paribas | 74,981 | $34.5M | 1.43% | +3,501+4.9% | Added |
| Rockland Trust Co | 74,966 | $34.5M | 1.70% | −3,361−4.3% | Reduced |
| Evernest Financial Advisors, LLC | 74,958 | $34.5M | 9.30% | +70,757+1,684.3% | Added |
| Lawson Kroeker Investment Management Inc | 74,722 | $34.4M | 6.27% | −868−1.1% | Reduced |
| Hutchinson Capital Management | 74,531 | $34.3M | 6.50% | −1,170−1.5% | Reduced |
| Dakota Wealth Management | 74,460 | $34.3M | 0.78% | −845−1.1% | Reduced |
| Kanawha Capital Management LLC | 74,388 | $34.2M | 2.49% | −383−0.5% | Reduced |
| Atria Investments LLC | 74,012 | $34.1M | 0.42% | −8,641−10.5% | Reduced |
| Pinnacle Financial Partners Inc | 73,276 | $33.7M | 0.68% | +9,848+15.5% | Added |
| Painted Porch Advisors LLC | 73,077 | $33.6M | 17.02% | +1,122+1.6% | Added |
| Norinchukin Bank, The | 72,717 | $33.5M | 0.79% | +9,836+15.6% | Added |
| CWA Asset Management Group, LLC | 72,523 | $33.4M | 1.77% | +72,523 | New |
| NWF Advisory Services Inc. | 72,207 | $33.2M | 4.83% | +1,756+2.5% | Added |
| Nitorum Capital, L.P. | 72,117 | $33.2M | 3.34% | −21,416−22.9% | Reduced |
| Alaska Permanent Fund Corp | 72,068 | $33.2M | 0.49% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 72,058 | $33.2M | 1.63% | +72,058 | New |
| United Community Bank | 71,967 | $33.1M | 12.93% | −1,491−2.0% | Reduced |
| Magellan Asset Management Ltd | 71,966 | $33.1M | 0.33% | −30,506−29.8% | Reduced |
| Stephens Inc | 71,858 | $33.1M | 0.47% | +62+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 71,824 | $33.1M | 0.53% | +3,183+4.6% | Added |
| Live Oak Private Wealth LLC | 71,801 | $33.0M | 5.36% | −713−1.0% | Reduced |
| One Charles Private Wealth Services, LLC | 71,611 | $33.0M | 12.53% | +10,267+16.7% | Added |
| DHK Financial Advisors, Inc. | 71,234 | $32.8M | 20.10% | +76+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,435 | $32.4M | 0.16% | −163,661−69.9% | Reduced |
| Brandes Investment Partners, LP | 70,421 | $32.4M | 0.36% | −549−0.8% | Reduced |
| Signaturefd, LLC | 70,406 | $32.4M | 0.62% | +505+0.7% | Added |
| Glenview Trust Co | 70,347 | $32.4M | 0.62% | +1,481+2.2% | Added |
| J. L. Bainbridge & Co., Inc. | 69,777 | $32.1M | 3.11% | −463−0.7% | Reduced |
| Nichols & Pratt Advisers LLP | 69,731 | $32.1M | 2.07% | −935−1.3% | Reduced |