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 |
|---|---|---|---|---|---|
| Rbo & Co LLC | 69,216 | $31.9M | 5.02% | −320.0% | Reduced |
| WSFS Capital Management, LLC | 68,559 | $31.6M | 1.70% | −1,159−1.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 67,899 | $31.4M | 15.19% | +985+1.5% | Added |
| Jupiter Asset Management Ltd | 68,026 | $31.3M | 0.27% | +15,687+30.0% | Added |
| Sowell Financial Services LLC | 67,972 | $31.3M | 1.45% | +3,161+4.9% | Added |
| Veriti Management LLC | 67,877 | $31.2M | 1.68% | +8,906+15.1% | Added |
| Albion Financial Group | 67,598 | $31.1M | 2.16% | +34+0.1% | Added |
| Intech Investment Management LLC | 67,532 | $31.1M | 0.35% | −6,249−8.5% | Reduced |
| Choate Investment Advisors | 67,287 | $31.0M | 0.79% | +189+0.3% | Added |
| LGT Fund Management Co Ltd. | 67,787 | $31.0M | 3.21% | −3,924−5.5% | Reduced |
| Baker Ellis Asset Management LLC | 67,077 | $30.9M | 4.37% | +955+1.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 66,454 | $30.6M | 2.44% | +1,347+2.1% | Added |
| LMCG Investments, LLC | 66,266 | $30.5M | 1.83% | −1,659−2.4% | Reduced |
| Pecaut & Co. | 66,156 | $30.4M | 10.77% | −783−1.2% | Reduced |
| Security National Bank | 66,108 | $30.4M | 4.13% | −646−1.0% | Reduced |
| Country Club Bank | 66,399 | $30.4M | 2.03% | −1,995−2.9% | Reduced |
| ProVise Management Group, LLC | 65,881 | $30.3M | 2.40% | +2,122+3.3% | Added |
| Gabelli Funds LLC | 65,600 | $30.2M | 0.22% | −1,400−2.1% | Reduced |
| Natixis Investment Managers International | 64,985 | $29.9M | 2.14% | −19,435−23.0% | Reduced |
| Aspiriant, LLC | 64,878 | $29.9M | 1.13% | −1,653−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 64,800 | $29.8M | 0.09% | −11,423−15.0% | Reduced |
| Rothschild Investment LLC | 64,777 | $29.8M | 1.95% | −667−1.0% | Reduced |
| Menlo Advisors LLC | 64,694 | $29.8M | 15.33% | −475−0.7% | Reduced |
| Becker Capital Management Inc | 64,610 | $29.7M | 0.97% | −2,322−3.5% | Reduced |
| Integrated Wealth Concepts LLC | 64,423 | $29.7M | 0.36% | +903+1.4% | Added |
| Professional Advisory Services Inc | 64,347 | $29.6M | 3.89% | −3,769−5.5% | Reduced |
| First National Trust Co | 63,860 | $29.4M | 1.14% | +4,767+8.1% | Added |
| Lockheed Martin Investment Management Co | 63,726 | $29.3M | 1.36% | +38,232+150.0% | Added |
| American National Bank | 63,581 | $29.3M | 3.45% | +1,805+2.9% | Added |
| Thompson Siegel & Walmsley LLC | 63,441 | $29.2M | 0.44% | −3,912−5.8% | Reduced |
| Nwam LLC | 63,332 | $29.1M | 1.78% | +925+1.5% | Added |
| Steginsky Capital LLC | 63,301 | $29.1M | 6.61% | −1,465−2.3% | Reduced |
| Gradient Investments LLC | 63,219 | $29.1M | 0.61% | +5,005+8.6% | Added |
| Zuckerman Investment Group, LLC | 62,746 | $28.9M | 2.97% | −44−0.1% | Reduced |
| Apollon Wealth Management, LLC | 62,624 | $28.8M | 0.82% | −868−1.4% | Reduced |
| M&R Capital Management Inc | 62,613 | $28.8M | 6.35% | −601−1.0% | Reduced |
| Capital Fund Management S.A. | 62,513 | $28.8M | 0.32% | −162,582−72.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 62,429 | $28.7M | 0.56% | −498−0.8% | Reduced |
| FJ Investments, LLC | 62,288 | $28.7M | 2.84% | −62,287−50.0% | Reduced |
| Sigma Planning Corp | 62,284 | $28.7M | 0.88% | +7,843+14.4% | Added |
| Poehling Capital Management, LLC | 61,332 | $28.2M | 7.22% | −2,057−3.2% | Reduced |
| UniSuper Management Pty Ltd | 61,294 | $28.2M | 0.21% | +673+1.1% | Added |
| Boston Family Office LLC | 61,189 | $28.2M | 1.91% | −462−0.7% | Reduced |
| BTG Pactual Asset Management US LLC | 60,988 | $28.1M | 4.11% | +22,785+59.6% | Added |
| Toroso Investments, LLC | 60,491 | $27.8M | 0.31% | +2,539+4.4% | Added |
| Wealthspire Advisors, LLC | 60,343 | $27.8M | 0.28% | +8,463+16.3% | Added |
| National Asset Management, Inc. | 60,145 | $27.5M | 0.77% | −10,427−14.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 59,763 | $27.5M | 0.11% | +13,426+29.0% | Added |
| Callahan Advisors, LLC | 59,735 | $27.5M | 2.68% | −1,616−2.6% | Reduced |
| Carret Asset Management, LLC | 59,687 | $27.5M | 2.98% | +690+1.2% | Added |
| Hendley & Co Inc | 59,588 | $27.4M | 9.56% | −868−1.4% | Reduced |
| Ycg, LLC | 59,560 | $27.4M | 2.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 59,437 | $27.4M | 0.23% | +8,282+16.2% | Added |
| CenterBook Partners LP | 59,381 | $27.3M | 1.68% | +59,381 | New |
| Sapient Capital LLC | 59,357 | $27.3M | 0.55% | +30.0% | Added |
| Swiss Life Asset Management Ltd | 59,371 | $27.3M | 0.31% | −9,072−13.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 59,286 | $27.3M | 0.58% | +5,102+9.4% | Added |
| CAPROCK Group, Inc. | 59,283 | $27.3M | 0.99% | +1,726+3.0% | Added |
| Cabot Wealth Management Inc | 59,065 | $27.2M | 3.40% | −441−0.7% | Reduced |
| Sittner & Nelson, LLC | 59,063 | $27.2M | 12.16% | −1,875−3.1% | Reduced |
| Sierra Capital LLC | 59,004 | $27.2M | 3.24% | −185−0.3% | Reduced |
| Westchester Capital Management, Inc. | 58,942 | $27.1M | 6.59% | −164−0.3% | Reduced |
| First Trust Investment Solutions L.P. | 58,764 | $27.0M | 3.05% | −76−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 58,578 | $27.0M | 0.57% | +19,492+49.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 58,573 | $27.0M | 2.26% | −1,225−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 58,440 | $26.9M | 0.99% | −251−0.4% | Reduced |
| Roberts Glore & Co Inc | 58,064 | $26.7M | 7.73% | −915−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 58,055 | $26.7M | 0.62% | +442+0.8% | Added |
| Citizens Financial Group Inc | 58,034 | $26.7M | 0.54% | −1,332−2.2% | Reduced |
| Torray LLC | 58,027 | $26.7M | 3.74% | −6,358−9.9% | Reduced |
| Twin Tree Management, LP | 58,012 | $26.7M | 0.62% | +37,754+186.4% | Added |
| Focus Financial Network, Inc. | 57,975 | $26.7M | 1.09% | +1,703+3.0% | Added |
| Beese Fulmer Investment Management, Inc. | 57,943 | $26.7M | 2.29% | +435+0.8% | Added |
| Clear Harbor Asset Management, LLC | 57,501 | $26.5M | 2.17% | +487+0.9% | Added |
| Resources Investment Advisors, LLC. | 57,270 | $26.4M | 0.30% | +3,534+6.6% | Added |
| Perigon Wealth Management, LLC | 57,248 | $26.3M | 0.71% | −2,512−4.2% | Reduced |
| Georgetown University | 57,192 | $26.3M | 8.21% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 57,171 | $26.3M | 2.06% | −792−1.4% | Reduced |
| WoodTrust Financial Corp | 57,109 | $26.3M | 3.74% | +1,458+2.6% | Added |
| David Loasby | 57,807 | $26.2M | 2.47% | +1,025+1.8% | Added |
| Black Point Wealth Management | 56,821 | $26.2M | 30.30% | +10.0% | Added |
| Guggenheim Capital LLC | 56,338 | $25.9M | 0.18% | −16,635−22.8% | Reduced |
| Shufro Rose & Co LLC | 63,735 | $25.9M | 2.12% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 55,918 | $25.7M | 16.07% | −576−1.0% | Reduced |
| Diversified Trust Co | 55,868 | $25.7M | 0.65% | +966+1.8% | Added |
| Fiduciary Group LLC | 55,432 | $25.5M | 2.58% | −421−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 55,238 | $25.4M | 2.56% | +1,773+3.3% | Added |
| Man Group plc | 55,206 | $25.4M | 0.07% | −13,694−19.9% | Reduced |
| Elkhorn Partners Limited Partnership | 55,200 | $25.4M | 16.33% | −570−1.0% | Reduced |
| Element Capital Management LLC | 55,000 | $25.3M | 1.14% | +55,000 | New |
| Hunter Perkins Capital Management, LLC | 54,763 | $25.2M | 5.12% | −595−1.1% | Reduced |
| Novare Capital Management LLC | 54,731 | $25.2M | 2.13% | −151−0.3% | Reduced |
| Shell Asset Management Co | 54,657 | $25.2M | 1.11% | +54,657 | New |
| Anchor Capital Advisors LLC | 54,578 | $25.1M | 0.67% | +14,322+35.6% | Added |
| Chicago Capital, LLC | 54,511 | $25.1M | 0.70% | +116+0.2% | Added |
| Pacific Global Investment Management CO | 54,448 | $25.1M | 4.53% | −389−0.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 54,435 | $25.1M | 1.95% | −1,423−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 54,234 | $25.0M | 1.73% | −4,158−7.1% | Reduced |
| ABN AMRO Bank N.V. | 54,483 | $24.9M | 0.34% | +15,953+41.4% | Added |
| J.W. Cole Advisors, Inc. | 54,077 | $24.9M | 1.04% | +1,556+3.0% | Added |