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; 4,928 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, Q4 2024
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
- 4,517
- +493 vs. Q3 2024
- Shares held
- 873.6M
- +6.61M (+0.8%) vs. Q3 2024
- Total value
- $395.0B
- +$941.9M (+0.2%) vs. Q3 2024
- New holders
- 587
- 1,725 more added
- Sold out
- 94
- 1,559 more reduced
82 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 4,928 | $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 | 3,401 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stevard, LLC | 1,254 | $568.4K | 2.12% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,259 | $570.7K | 0.30% | −214−14.5% | Reduced |
| Enzi Wealth | 1,240 | $571.0K | 0.22% | +20+1.6% | Added |
| Financial Council Asset Management Inc | 1,263 | $572.5K | 0.30% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,265 | $573.4K | 0.26% | −376−22.9% | Reduced |
| West Michigan Advisors, LLC | 1,265 | $573.4K | 0.17% | −18−1.4% | Reduced |
| Burk Holdings LLC | 1,265 | $573.4K | 0.46% | +1,265 | New |
| Crestmont Private Wealth LLC | 1,268 | $574.8K | 0.26% | +42+3.4% | Added |
| Aspen Wealth Strategies, LLC | 1,269 | $575.2K | 0.37% | +8+0.6% | Added |
| Fortis Capital Advisors, LLC | 1,211 | $576.3K | 0.20% | −111−8.4% | Reduced |
| Bellevue Asset Management, LLC | 1,273 | $577.0K | 0.30% | +346+37.3% | Added |
| Sims Investment Management, LLC | 1,273 | $577.0K | 0.33% | +1,273 | New |
| Portfolio Strategies, Inc. | 1,275 | $577.9K | 0.08% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,276 | $578.4K | 0.38% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,277 | $578.8K | 0.62% | −300−19.0% | Reduced |
| Opal Wealth Advisors, LLC | 1,277 | $578.8K | 0.17% | −41−3.1% | Reduced |
| KRS Capital Management, LLC | 1,277 | $578.8K | 0.41% | −30−2.3% | Reduced |
| Trevian Wealth Management LLC | 1,279 | $580.0K | 0.43% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,281 | $580.7K | 0.27% | −22−1.7% | Reduced |
| Nelson Capital Management, LLC | 1,282 | $581.1K | 0.10% | +3+0.2% | Added |
| Davies Financial Advisors, Inc. | 1,282 | $581.1K | 0.49% | +275+27.3% | Added |
| Bruce G. Allen Investments, LLC | 1,283 | $581.6K | 0.47% | −25−1.9% | Reduced |
| Quantum Financial Planning Services, Inc. | 1,283 | $581.6K | 0.32% | +1,283 | New |
| DiNuzzo Private Wealth, Inc. | 1,284 | $582.0K | 0.07% | −1−0.1% | Reduced |
| Arcadia Wealth Management, LLC | 1,286 | $582.9K | 0.29% | −95−6.9% | Reduced |
| CapitalatWork S.A. | – | $583.0K | 0.02% | – | – |
| Provident Investment Management, Inc. | 1,287 | $583.4K | 0.06% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,287 | $583.4K | 0.18% | −10−0.8% | Reduced |
| Vision Capital Management, Inc. | 1,291 | $585.2K | 0.09% | −3,400−72.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,295 | $587.0K | 0.19% | +200+18.3% | Added |
| Talbot Financial, LLC | 1,301 | $589.7K | 0.07% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,304 | $591.1K | 0.51% | −520−28.5% | Reduced |
| Northcape Wealth Management, LLC | 1,305 | $591.5K | 0.19% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1,304 | $591.6K | 0.11% | −1,145−46.8% | Reduced |
| Riggs Capital Management LLC | 1,308 | $592.7K | 0.58% | +1,308 | New |
| Goldstream Capital Management Ltd | 1,308 | $592.9K | 0.25% | −1,506−53.5% | Reduced |
| Ameliora Wealth Management Ltd. | 1,310 | $593.8K | 0.22% | +950+263.9% | Added |
| Pure Portfolios Holdings LLC | 1,311 | $594.3K | 0.22% | +4+0.3% | Added |
| Values Added Financial LLC | 1,314 | $595.6K | 0.34% | −25−1.9% | Reduced |
| SWP Financial LLC | 1,314 | $595.7K | 0.36% | +86+7.0% | Added |
| Inman Jager Wealth Management, LLC | 1,318 | $597.4K | 0.47% | +1,318 | New |
| Skba Capital Management LLC | 1,319 | $597.9K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,321 | $598.8K | 0.30% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,353 | $598.9K | 0.26% | +1,353 | New |
| Integrated Capital Management, LLC | 1,322 | $599.0K | 0.32% | +23+1.8% | Added |
| Farrow Financial Inc. | 1,325 | $599.1K | 0.39% | −25−1.9% | Reduced |
| HMV Wealth Advisors, LLC | 1,322 | $599.2K | 0.60% | +1,322 | New |
| Clarendon Private LLC | 1,323 | $599.7K | 0.63% | +1,323 | New |
| Kane Investment Management, Inc. | 1,327 | $601.5K | 0.34% | +1,327 | New |
| KFA Private Wealth Group, LLC | 1,329 | $602.4K | 0.25% | −78−5.5% | Reduced |
| Breakthru Advisory Services, LLC | 1,329 | $602.4K | 0.55% | +1,329 | New |
| Revisor Wealth Management LLC | 1,326 | $602.4K | 0.56% | −749−36.1% | Reduced |
| Trace Wealth Advisors, LLC | 1,330 | $602.9K | 0.54% | +1,330 | New |
| Intellus Advisors LLC | 1,331 | $603.3K | 0.10% | +1,331 | New |
| 44 Wealth Management LLC | 1,332 | $603.8K | 0.23% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $604.2K | 0.04% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 1,335 | $605.0K | 0.24% | +401+42.9% | Added |
| Cutler Capital Management, LLC | 1,336 | $605.6K | 0.21% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,338 | $606.5K | 0.28% | +216+19.3% | Added |
| Pacitti Group Inc. | 1,341 | $607.7K | 0.29% | −7−0.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,342 | $608.3K | 0.32% | +7+0.5% | Added |
| Running Point Capital Advisors, LLC | 1,344 | $609.2K | 0.21% | +259+23.9% | Added |
| Systematic Alpha Investments, LLC | 1,346 | $610.1K | 0.02% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 1,350 | $611.9K | 0.21% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $611.9K | 0.39% | 00.0% | Unchanged |
| Define Financial, LLC | 1,353 | $613.3K | 0.46% | +1,353 | New |
| Mach-1 Financial Group, Inc. | 1,355 | $614.2K | 1.11% | +422+45.2% | Added |
| Millennium Capital Advisors, LLC | 1,356 | $614.6K | 0.42% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 1,360 | $616.0K | 0.78% | −65−4.6% | Reduced |
| Mainsail Asset Management, LLC | 1,363 | $617.8K | 0.43% | −1−0.1% | Reduced |
| Cape Ann Savings Bank | 1,363 | $617.8K | 0.36% | +10+0.7% | Added |
| Virtus Wealth Solutions LLC | 1,364 | $618.1K | 0.15% | +1,364 | New |
| Cowa, LLC | 1,365 | $618.7K | 0.29% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,366 | $619.2K | 0.37% | +10+0.7% | Added |
| Paragon Financial Partners, Inc. | 1,367 | $619.6K | 0.47% | −503−26.9% | Reduced |
| Cercano Management LLC | 1,369 | $620.5K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,370 | $621.0K | 0.40% | −195−12.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,375 | $623.3K | 0.20% | +129+10.4% | Added |
| Clark Asset Management, LLC | 1,376 | $623.7K | 0.12% | +778+130.1% | Added |
| Renaissance Investment Group LLC | 1,379 | $625.0K | 0.13% | +35+2.6% | Added |
| Wealthedge Investment Advisors, LLC | 1,379 | $625.1K | 0.28% | +1,379 | New |
| Everpar Advisors LLC | 1,380 | $625.5K | 0.32% | +155+12.7% | Added |
| Latitude Advisors, LLC | 1,382 | $626.3K | 0.35% | −60−4.2% | Reduced |
| Roble, Belko & Company, Inc | 1,387 | $627.0K | 0.10% | −170−10.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,384 | $627.3K | 0.01% | −21,573−94.0% | Reduced |
| SilverOak Wealth Management LLC | 1,384 | $627.3K | 0.13% | +9+0.7% | Added |
| Cetera Trust Company, N.A | 1,387 | $628.7K | 0.41% | −25−1.8% | Reduced |
| FC Advisory LLC | 1,392 | $631.0K | 0.21% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,394 | $631.9K | 0.21% | −67−4.6% | Reduced |
| Balentine LLC | 1,397 | $633.2K | 0.03% | −51−3.5% | Reduced |
| M3 Advisory Group, LLC | 1,398 | $633.8K | 0.45% | +23+1.7% | Added |
| Commonwealth Financial Services, LLC | 1,399 | $634.1K | 0.12% | +189+15.6% | Added |
| Integrity Wealth Solutions LLC | 1,400 | $634.4K | 0.36% | 00.0% | Unchanged |
| North Forty Two & Co. | 1,400 | $634.6K | 0.73% | +1,400 | New |
| Signet Financial Management, LLC | 1,402 | $635.5K | 0.08% | −971−40.9% | Reduced |
| Strive Asset Management, LLC | 1,402 | $635.5K | 0.48% | +1,402 | New |
| Tucker Asset Management LLC | 1,403 | $636.0K | 0.07% | +9+0.6% | Added |
| PFW Advisors LLC | 1,405 | $636.9K | 0.20% | +1,405 | New |
| Harbour Capital Advisors, LLC | 1,406 | $637.7K | 0.14% | −1,500−51.6% | Reduced |
| Shoker Investment Counsel, Inc. | 1,408 | $638.2K | 0.22% | −23−1.6% | Reduced |