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
- +$941.8M (+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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 1,408 | $638.2K | 0.22% | −23−1.6% | Reduced |
| Mendel Capital Management LLC | 1,408 | $638.2K | 0.39% | −4−0.3% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,408 | $638.2K | 0.38% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 1,408 | $638.2K | 0.51% | +1,408 | New |
| Founders Grove Wealth Partners, LLC | 1,411 | $639.6K | 0.19% | +1,411 | New |
| Luminvest Wealth Management LLC | 1,416 | $641.8K | 0.26% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,418 | $642.8K | 0.50% | +25+1.8% | Added |
| Capital Investment Counsel, Inc | 1,420 | $643.7K | 0.10% | +318+28.9% | Added |
| Front Row Advisors LLC | 1,421 | $644.1K | 0.22% | −158−10.0% | Reduced |
| Cora Capital Advisors LLC | 1,421 | $644.1K | 0.31% | −5−0.4% | Reduced |
| Mosaic Financial Group, LLC | 1,422 | $645.0K | 0.46% | −170−10.7% | Reduced |
| Clearwater Capital Advisors, LLC | 1,424 | $645.5K | 0.06% | −181−11.3% | Reduced |
| Saxony Capital Management, LLC | 1,425 | $645.9K | 0.57% | −17−1.2% | Reduced |
| Financial Advisors, LLC | 1,426 | $646.4K | 0.12% | +4+0.3% | Added |
| Fortitude Family Office, LLC | 1,426 | $646.4K | 0.23% | +7+0.5% | Added |
| Duncker Streett & Co Inc | 1,428 | $647.3K | 0.12% | −329−18.7% | Reduced |
| Schiavi & Co LLC | 1,428 | $647.3K | 0.25% | 00.0% | Unchanged |
| Optima Capital LLC | 1,431 | $648.6K | 0.45% | +1,431 | New |
| Private Capital Advisors, Inc. | 1,431 | $648.6K | 0.08% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,431 | $648.6K | 0.33% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,435 | $650.5K | 0.24% | −128−8.2% | Reduced |
| FSC Wealth Advisors, LLC | 1,436 | $650.9K | 0.42% | −24−1.6% | Reduced |
| Kiker Wealth Management, LLC | 1,437 | $651.4K | 0.53% | +1,437 | New |
| Frazier Financial Advisors, LLC | 1,443 | $652.6K | 0.52% | −41−2.8% | Reduced |
| PCA Investment Advisory Services Inc. | 1,444 | $654.4K | 0.30% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,446 | $655.4K | 0.25% | 00.0% | Unchanged |
| Stephen J. Garry & Associates, LLC | 1,446 | $655.4K | 0.61% | +1,446 | New |
| Mechanics Financial Corp | 1,450 | $657.3K | 0.30% | −45−3.0% | Reduced |
| Skylands Capital, LLC | 1,450 | $657.3K | 0.09% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,452 | $658.2K | 0.27% | −3−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,453 | $658.6K | 0.14% | +52+3.7% | Added |
| Sentinel Trust Co Lba | 1,454 | $659.0K | 0.08% | −11−0.8% | Reduced |
| Archetype Wealth Partners | 1,454 | $659.0K | 0.10% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,454 | $659.1K | 0.42% | +50+3.6% | Added |
| Coerente Capital Management | 1,455 | $659.5K | 0.12% | −20−1.4% | Reduced |
| Compass Wealth Management LLC | 1,465 | $664.1K | 0.16% | 00.0% | Unchanged |
| Avos Capital Management, LLC | 1,414 | $664.5K | 0.54% | +1,414 | New |
| Briaud Financial Planning, Inc | 1,469 | $665.0K | 0.27% | +100+7.3% | Added |
| Absolute Capital Management, LLC | 1,468 | $665.3K | 0.37% | +4+0.3% | Added |
| Logan Capital Management Inc | 1,468 | $665.4K | 0.03% | +10+0.7% | Added |
| Members Wealth LLC | 1,412 | $665.9K | 0.50% | +1,412 | New |
| Easterly Investment Partners LLC | 1,470 | $666.3K | 0.05% | −8,094−84.6% | Reduced |
| Melone Private Wealth, LLC | 1,471 | $666.8K | 0.35% | −16−1.1% | Reduced |
| Raffa Wealth Management, LLC | 1,474 | $668.1K | 0.16% | +5+0.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 1,478 | $669.9K | 0.25% | +70+5.0% | Added |
| Carr Financial Group Corp | 1,479 | $670.4K | 0.21% | −5−0.3% | Reduced |
| Sterling Wealth Management, Inc. | 1,480 | $670.9K | 0.25% | −31−2.1% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,480 | $670.9K | 0.42% | +1,480 | New |
| Miramar Capital, LLC | 1,481 | $671.3K | 0.16% | +20+1.4% | Added |
| Brooks, Moore & Associates, Inc. | 1,485 | $673.1K | 0.40% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 1,486 | $673.6K | 0.22% | +314+26.8% | Added |
| Doliver Advisors, LP | 1,488 | $674.5K | 0.19% | −25−1.7% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,490 | $675.4K | 0.15% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,493 | $676.7K | 0.39% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,494 | $677.2K | 0.26% | +151+11.2% | Added |
| Sequent Planning LLC | 1,495 | $677.7K | 0.25% | −471−24.0% | Reduced |
| Main Street Group, LTD | 1,498 | $679.0K | 0.25% | −176−10.5% | Reduced |
| Truefg, LLC | 1,499 | $679.5K | 0.22% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 1,500 | $679.9K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,501 | $680.4K | 0.10% | −5−0.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,502 | $680.8K | 0.50% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,502 | $680.8K | 0.23% | +1,502 | New |
| Gould Asset Management LLC | 1,504 | $681.7K | 0.14% | +244+19.4% | Added |
| Bridgewater Associates, LP | 1,505 | $682.2K | 0.00% | +750+99.3% | Added |
| CBIZ Investment Advisory Services, LLC | 1,507 | $683.1K | 0.03% | +190+14.4% | Added |
| American Institute for Advanced Investment Management, LLP | 1,508 | $683.5K | 0.51% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,508 | $683.5K | 0.54% | +681+82.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 1,508 | $683.6K | 0.20% | +572+61.1% | Added |
| Jackson Hole Capital Partners, LLC | 1,511 | $684.9K | 0.14% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,511 | $685.1K | 0.06% | −53−3.4% | Reduced |
| Thoma Capital Management LLC | 1,516 | $687.2K | 0.47% | +1,516 | New |
| Outlook Wealth Advisors, LLC | 1,517 | $687.6K | 0.20% | −27−1.7% | Reduced |
| Compton Financial Group, LLC | 1,520 | $689.0K | 0.20% | +455+42.7% | Added |
| Advisor Resource Council | 1,520 | $689.0K | 0.49% | −7,383−82.9% | Reduced |
| Arista Wealth Management, LLC | 1,520 | $689.1K | 0.17% | +62+4.3% | Added |
| Centerpoint Advisory Group | 1,521 | $689.4K | 0.67% | +1,521 | New |
| Kera Capital Partners, Inc. | 1,523 | $690.3K | 0.20% | +1,523 | New |
| WealthCollab, LLC | 1,525 | $691.3K | 0.44% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,528 | $692.6K | 0.36% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,530 | $693.0K | 0.34% | −300−16.4% | Reduced |
| Two Sigma Securities, LLC | 1,529 | $693.1K | 0.13% | −4,489−74.6% | Reduced |
| Isthmus Partners, LLC | 1,532 | $694.4K | 0.08% | +350+29.6% | Added |
| Trillium Asset Management, LLC | 1,537 | $697.0K | 0.02% | −233−13.2% | Reduced |
| Retirement Financial Solutions, LLC | 1,538 | $697.1K | 0.38% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,547 | $701.2K | 0.40% | −14−0.9% | Reduced |
| Fairvoy Private Wealth, LLC | 1,549 | $702.1K | 0.19% | +1,549 | New |
| Guild Investment Management, Inc. | 1,550 | $702.6K | 0.76% | 00.0% | Unchanged |
| Verisail Partners, LLC | 1,550 | $702.6K | 0.33% | +1,550 | New |
| Villere St Denis J & Co LLC | 1,553 | $703.9K | 0.06% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 1,556 | $705.3K | 0.08% | +1,556 | New |
| Shared Vision Wealth Group LLC | 1,556 | $705.4K | 0.37% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,561 | $707.6K | 0.51% | −51−3.2% | Reduced |
| Lazari Capital Management, Inc. | 1,561 | $707.6K | 0.28% | +32+2.1% | Added |
| Horizon Bancorp Inc | 1,561 | $708.0K | 0.33% | −43−2.7% | Reduced |
| Marsico Capital Management LLC | 1,568 | $710.7K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 1,569 | $711.2K | 0.00% | −9,543−85.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1,571 | $711.9K | 0.54% | −158−9.1% | Reduced |
| Collective Family Office LLC | 1,571 | $712.1K | 0.20% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,572 | $712.6K | 0.26% | +1,572 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,573 | $713.0K | 0.04% | +82+5.5% | Added |