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 |
|---|---|---|---|---|---|
| Michels Family Financial, LLC | 1,573 | $713.0K | 0.65% | +1,573 | New |
| Legacy Wealth Management, LLC | 1,574 | $713.5K | 0.28% | −265−14.4% | Reduced |
| Congress Asset Management Co | 1,575 | $713.9K | 0.00% | −550−25.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,575 | $713.9K | 0.42% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,524 | $714.0K | 0.34% | +8+0.5% | Added |
| Highland Financial Advisors, LLC | 1,578 | $715.0K | 0.25% | +1,011+178.3% | Added |
| BKA Wealth Consulting, Inc. | 1,581 | $716.6K | 0.73% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,584 | $718.0K | 0.26% | +133+9.2% | Added |
| Berkeley Capital Partners, LLC | 1,585 | $718.4K | 0.20% | +50+3.3% | Added |
| Cyr Financial Inc. | 1,585 | $718.4K | 0.66% | +1,585 | New |
| Gitterman Wealth Management, LLC | 1,586 | $718.9K | 0.30% | +7+0.4% | Added |
| Hirtle Callaghan & Co LLC | 1,588 | $719.8K | 0.03% | +5+0.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,593 | $722.0K | 0.50% | +50+3.2% | Added |
| Accel Wealth Management | 1,593 | $722.1K | 0.27% | +6+0.4% | Added |
| Port Capital LLC | 1,594 | $723.0K | 0.03% | +3+0.2% | Added |
| Fortis Group Advisors, LLC | 1,597 | $723.9K | 0.13% | +167+11.7% | Added |
| Lauterbach Financial Advisors, LLC | 1,600 | $725.2K | 0.44% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,602 | $726.0K | 0.30% | 00.0% | Unchanged |
| Gainplan LLC | 1,602 | $726.2K | 0.28% | −404−20.1% | Reduced |
| Martin Worley Group | 1,603 | $726.6K | 0.45% | +1,603 | New |
| Campbell Wealth Management | 1,609 | $729.0K | 0.07% | +559+53.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,611 | $730.4K | 0.05% | −2−0.1% | Reduced |
| BTC Capital Management, Inc. | 1,612 | $730.7K | 0.07% | −6−0.4% | Reduced |
| Joel Adams & Associates, Inc. | 1,614 | $731.6K | 0.66% | +1,614 | New |
| Oak Harbor Wealth Partners, LLC | 1,616 | $732.5K | 0.21% | −87−5.1% | Reduced |
| Yoder Wealth Management, Inc. | 1,616 | $732.5K | 0.40% | +139+9.4% | Added |
| Rik Saylor Financial, Inc. | 1,618 | $733.4K | 0.68% | +1,618 | New |
| Manchester Financial Inc | 1,620 | $734.3K | 0.16% | +172+11.9% | Added |
| Bingham Private Wealth, LLC | 1,623 | $735.7K | 0.78% | +1,623 | New |
| Fedenia Advisers LLC | 1,624 | $736.1K | 0.43% | +1,624 | New |
| Abound Financial, LLC | 1,626 | $737.0K | 0.37% | +1,626 | New |
| Whelan Financial | 1,627 | $737.5K | 0.29% | +332+25.6% | Added |
| Sovereign Investment Advisors, LLC | 1,627 | $737.5K | 0.22% | +1,627 | New |
| Seeds Investor LLC | 1,638 | $742.5K | 0.21% | +216+15.2% | Added |
| Red Spruce Capital, LLC | 1,641 | $743.8K | 0.33% | −184−10.1% | Reduced |
| BlueChip Wealth Advisors LLC | 1,641 | $743.8K | 0.41% | +11+0.7% | Added |
| McCarthy & Cox | 1,650 | $747.7K | 0.26% | −62−3.6% | Reduced |
| Wealth Management Partners, LLC | 1,651 | $748.4K | 0.32% | +2+0.1% | Added |
| Jentner Corp | 1,653 | $749.3K | 0.22% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,654 | $749.7K | 0.58% | +139+9.2% | Added |
| Northern Capital Management, Inc. | 1,656 | $750.6K | 0.46% | −115−6.5% | Reduced |
| HBC Financial Services, PLLC | 1,658 | $751.0K | 0.46% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,660 | $752.4K | 0.19% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,664 | $754.3K | 0.64% | −5−0.3% | Reduced |
| Aletheian Wealth Advisors LLC | 1,664 | $754.3K | 0.45% | +86+5.4% | Added |
| Human Investing LLC | 1,668 | $756.1K | 0.13% | −117−6.6% | Reduced |
| Partners in Financial Planning | 1,669 | $756.5K | 0.15% | +2+0.1% | Added |
| Argent Capital Management LLC | 1,670 | $757.0K | 0.02% | −350−17.3% | Reduced |
| Investment Management Corp | 1,671 | $757.4K | 0.68% | +1,671 | New |
| Baker Boyer National Bank | 1,675 | $759.2K | 0.26% | −142−7.8% | Reduced |
| Permit Capital, LLC | 1,675 | $759.2K | 0.26% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,606 | $759.4K | 0.02% | −147−8.4% | Reduced |
| Matisse Capital | 1,676 | $759.7K | 0.39% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,680 | $761.5K | 0.12% | −400−19.2% | Reduced |
| Exchange Bank | 1,689 | $765.6K | 0.62% | −11−0.6% | Reduced |
| MGO Private Wealth, LLC | 1,692 | $767.0K | 0.55% | −208−10.9% | Reduced |
| Family Office Research LLC | 1,692 | $767.0K | 0.34% | +1,692 | New |
| Marquette Asset Management, LLC | 1,695 | $768.3K | 0.13% | −458−21.3% | Reduced |
| Fortress Financial Group, LLC | 1,698 | $769.5K | 0.77% | +1,698 | New |
| Cherrydale Wealth Management, LLC | 1,698 | $769.7K | 0.30% | +7+0.4% | Added |
| Lifeworks Advisors, LLC | 1,699 | $770.1K | 0.14% | −66−3.7% | Reduced |
| Carl P. Sherr & Co., LLC | 1,699 | $770.1K | 0.40% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,706 | $773.3K | 0.08% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,707 | $773.7K | 0.32% | −19−1.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $774.7K | 0.51% | 00.0% | Unchanged |
| FMB Wealth Management | 1,712 | $776.0K | 0.44% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,712 | $776.0K | 0.08% | +107+6.7% | Added |
| Riverview Trust Co | 1,719 | $779.2K | 0.71% | +4+0.2% | Added |
| 49 Wealth Management, LLC | 1,726 | $782.4K | 0.11% | +109+6.7% | Added |
| Twelve Points Wealth Management LLC | 1,728 | $783.3K | 0.23% | −89−4.9% | Reduced |
| Unionview, LLC | 1,728 | $783.3K | 0.57% | −18−1.0% | Reduced |
| Holistic Planning, LLC | 1,728 | $783.3K | 0.28% | +50+3.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,732 | $785.1K | 0.09% | +66+4.0% | Added |
| Citizens & Northern Corp | 1,735 | $786.4K | 0.22% | +525+43.4% | Added |
| Vantage Financial Partners, LLC | 1,740 | $788.5K | 0.20% | +161+10.2% | Added |
| Warther Private Wealth, LLC | 1,740 | $788.7K | 0.27% | +70+4.2% | Added |
| Tradewinds Capital Management, LLC | 1,741 | $789.2K | 0.21% | +2+0.1% | Added |
| Wick Capital Partners, LLC | 1,746 | $791.2K | 0.23% | −424−19.5% | Reduced |
| Bay Rivers Group | 1,746 | $791.4K | 0.38% | +604+52.9% | Added |
| Heritage Family Offices, LLP | 1,753 | $794.6K | 0.40% | +998+132.2% | Added |
| Symmetry Partners, LLC | 1,757 | $796.4K | 0.11% | +81+4.8% | Added |
| Prosperity Financial Group, Inc. | 1,759 | $797.3K | 0.40% | +40+2.3% | Added |
| Olistico Wealth, LLC | 1,765 | $800.0K | 0.47% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,765 | $800.0K | 0.04% | −60−3.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 1,768 | $801.4K | 0.47% | +932+111.5% | Added |
| McMahon Financial Advisors, LLC | 1,771 | $802.8K | 0.21% | −1−0.1% | Reduced |
| Generali Investments, Management Co LLC | 1,771 | $802.8K | 0.21% | +1,771 | New |
| DT Investment Partners, LLC | 1,771 | $802.8K | 0.07% | −958−35.1% | Reduced |
| John G Ullman & Associates Inc | 1,774 | $804.1K | 0.12% | 00.0% | Unchanged |
| Tidemark, LLC | 1,775 | $804.4K | 0.31% | +24+1.4% | Added |
| Clay Northam Wealth Management, LLC | 1,775 | $804.6K | 0.52% | 00.0% | Unchanged |
| Advantage Trust Co | 1,777 | $805.5K | 0.47% | −150−7.8% | Reduced |
| Baron Wealth Management LLC | 1,780 | $806.8K | 0.38% | +50+2.9% | Added |
| Blue Rock Wealth Management LLC | 1,780 | $806.8K | 0.85% | +1,780 | New |
| Northstar Financial Companies, Inc. | 1,780 | $806.8K | 0.76% | +1,780 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,780 | $806.9K | 0.26% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,781 | $807.3K | 0.41% | +48+2.8% | Added |
| MBA Advisors LLC | 1,782 | $807.7K | 0.41% | −309−14.8% | Reduced |
| United Bank | 1,783 | $808.2K | 0.10% | −20−1.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,740 | $808.4K | 0.16% | +1,111+176.6% | Added |