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, 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| Optimist Retirement Group LLC | 1,784 | $808.7K | 0.38% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,787 | $810.0K | 0.28% | +257+16.8% | Added |
| Elevatus Welath Management | 1,788 | $810.5K | 0.28% | +873+95.4% | Added |
| Verus Financial Partners, Inc. | 1,833 | $811.4K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,791 | $811.8K | 0.76% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,791 | $811.8K | 0.31% | +124+7.4% | Added |
| Burns Matteson Capital Management, LLC | 1,795 | $813.6K | 0.46% | +229+14.6% | Added |
| Nebula Research & Development LLC | 1,796 | $814.1K | 0.10% | +520+40.8% | Added |
| Woodward Diversified Capital, LLC | 1,797 | $814.5K | 0.60% | −505−21.9% | Reduced |
| Highlander Partners, L.P. | 2,050 | $814.6K | 0.46% | −2,050−50.0% | Reduced |
| Concentric Capital Strategies, LP | 1,801 | $816.4K | 0.05% | −30,947−94.5% | Reduced |
| Winslow Asset Management Inc | 1,806 | $818.0K | 0.16% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,811 | $820.9K | 0.49% | +10+0.6% | Added |
| Leigh Baldwin & Co., LLC | 1,815 | $822.5K | 0.69% | +1,815 | New |
| Safeguard Investment Advisory Group, LLC | 1,815 | $822.8K | 0.23% | +171+10.4% | Added |
| Probity Advisors, Inc. | 1,819 | $824.5K | 0.16% | −78−4.1% | Reduced |
| Choice Wealth Advisors, LLC | 1,819 | $824.5K | 0.42% | −69−3.7% | Reduced |
| Keb Asset Management, LLC | 1,820 | $825.0K | 0.24% | +102+5.9% | Added |
| Gordian Advisors LLC | 1,822 | $825.9K | 0.65% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,822 | $825.9K | 0.54% | +111+6.5% | Added |
| Capital Investment Services of America, Inc. | 1,837 | $832.7K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,838 | $833.1K | 0.20% | −41−2.2% | Reduced |
| Great Waters Wealth Management | 1,839 | $833.5K | 0.11% | +39+2.2% | Added |
| Oak Asset Management, LLC | 1,840 | $834.0K | 0.31% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $834.0K | 0.53% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,840 | $834.0K | 0.45% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,841 | $834.4K | 0.32% | −25−1.3% | Reduced |
| Birchcreek Wealth Management, LLC | 1,844 | $835.8K | 0.52% | +41+2.3% | Added |
| Oxford Asset Management LLP | 1,845 | $836.3K | 0.37% | +195+11.8% | Added |
| Wells Trecaso Financial Group, LLC | 1,849 | $838.1K | 0.27% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,852 | $839.5K | 0.51% | −14−0.8% | Reduced |
| Lam Group, Inc. | 1,853 | $839.9K | 0.60% | −20−1.1% | Reduced |
| Goodman Financial Corp | 1,855 | $840.8K | 0.18% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,856 | $841.0K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,857 | $841.7K | 0.22% | +6+0.3% | Added |
| Johnson Financial Group, LLC | 1,861 | $843.6K | 0.10% | −271−12.7% | Reduced |
| Sutton Place Investors LLC | 1,864 | $844.9K | 0.49% | +122+7.0% | Added |
| Old North State Trust, LLC | 1,864 | $845.0K | 0.54% | +12+0.6% | Added |
| Bruni J V & Co | 1,867 | $846.3K | 0.10% | −566−23.3% | Reduced |
| Wealthstar Advisors, LLC | 1,869 | $847.3K | 0.37% | +1,869 | New |
| Mayport, LLC | 1,873 | $849.0K | 0.25% | +286+18.0% | Added |
| LJI Wealth Management, LLC | 1,877 | $850.8K | 0.17% | −138−6.8% | Reduced |
| Orion Investment Co | 1,878 | $851.3K | 0.34% | +500+36.3% | Added |
| Kelly Financial Group LLC | 1,879 | $851.7K | 0.30% | +1,879 | New |
| Estabrook Capital Management | 1,880 | $852.2K | 0.13% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 1,880 | $852.2K | 0.42% | +1,880 | New |
| Oceanside Advisors LLC | 1,882 | $853.1K | 0.64% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 1,883 | $853.5K | 0.41% | +1,883 | New |
| Matrix Private Capital Group LLC | 1,889 | $856.4K | 0.49% | 00.0% | Unchanged |
| Covestor Ltd | 1,893 | $858.0K | 0.54% | +39+2.1% | Added |
| Johnson & White Wealth Management, LLC | 1,902 | $858.0K | 0.52% | +150+8.6% | Added |
| WestHill Financial Advisors, Inc. | 1,894 | $858.5K | 0.19% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,899 | $860.8K | 0.04% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,901 | $861.7K | 0.47% | +357+23.1% | Added |
| White Pine Capital LLC | 1,903 | $862.6K | 0.29% | +14+0.7% | Added |
| Net Worth Advisory Group | 1,906 | $863.7K | 0.26% | −3−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,910 | $865.8K | 0.57% | −56,530−96.7% | Reduced |
| Planned Solutions, Inc. | 1,915 | $868.0K | 0.35% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,915 | $868.0K | 0.24% | +576+43.0% | Added |
| Clayton Financial Group LLC | 1,918 | $869.4K | 0.31% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,918 | $869.4K | 0.12% | +200+11.6% | Added |
| Investment Partners Asset Management, Inc. | 1,919 | $869.8K | 0.68% | +1+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,919 | $869.8K | 0.53% | +36+1.9% | Added |
| Capital Square, LLC | 1,878 | $869.9K | 0.49% | +41+2.2% | Added |
| Von Berge Wealth Management Group, LLC | 1,844 | $871.0K | 0.53% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,922 | $871.2K | 0.11% | +499+35.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,923 | $871.7K | 0.17% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,923 | $871.7K | 0.22% | +1,923 | New |
| Vanguard Capital Wealth Advisors | 1,923 | $871.7K | 0.95% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,925 | $872.5K | 0.10% | +60+3.2% | Added |
| Mountain Pacific Investment Advisers Inc | 1,925 | $872.6K | 0.06% | −501−20.7% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,926 | $872.8K | 0.44% | +556+40.6% | Added |
| KFG Wealth Management, LLC | 1,931 | $875.3K | 0.16% | +4+0.2% | Added |
| CWS Financial Advisors, LLC | 1,931 | $875.3K | 0.28% | +112+6.2% | Added |
| RFP Financial Group LLC | 1,932 | $875.7K | 0.34% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 1,933 | $876.2K | 0.46% | +1,933 | New |
| Challenger Wealth Management | 1,935 | $877.1K | 0.76% | +1,935 | New |
| Emerald Advisors, LLC | 1,936 | $877.5K | 0.12% | 00.0% | Unchanged |
| Gerber, LLC | 1,936 | $877.5K | 0.64% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,939 | $878.9K | 0.41% | −90−4.4% | Reduced |
| SwitchPoint Financial Planning, LLC | 1,940 | $879.4K | 0.84% | +1,940 | New |
| Cedar Mountain Advisors, LLC | 1,941 | $879.8K | 0.19% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,942 | $880.3K | 0.04% | +30+1.6% | Added |
| Navalign, LLC | 1,944 | $881.2K | 0.26% | −105−5.1% | Reduced |
| Warwick Investment Management, Inc. | 1,947 | $882.4K | 0.18% | −509−20.7% | Reduced |
| One Wealth Advisors, LLC | 1,947 | $882.5K | 0.13% | 00.0% | Unchanged |
| New World Advisors LLC | 1,947 | $882.5K | 0.21% | +151+8.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,948 | $883.0K | 0.27% | +280+16.8% | Added |
| Wood Tarver Financial Group, LLC | 1,952 | $884.0K | 0.30% | +1,952 | New |
| Hoxton Planning & Management, LLC | 1,951 | $884.3K | 0.34% | +12+0.6% | Added |
| Clear Point Advisors Inc. | 1,958 | $887.5K | 0.76% | −14−0.7% | Reduced |
| Round Hill Asset Management | 1,960 | $888.4K | 0.63% | −380−16.2% | Reduced |
| Motive Wealth Advisors | 1,960 | $888.4K | 0.48% | +187+10.5% | Added |
| Wealthcare Capital Management LLC | 1,962 | $889.3K | 0.09% | +4+0.2% | Added |
| Transcendent Capital Group LLC | 1,964 | $890.2K | 0.46% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,965 | $890.7K | 0.41% | 00.0% | Unchanged |
| Asset Planning Services Inc | 1,965 | $891.0K | 0.43% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 1,967 | $891.6K | 0.17% | −20−1.0% | Reduced |
| L & S Advisors Inc | 1,975 | $895.2K | 0.10% | −41−2.0% | Reduced |
| Charles Schwab Trust Co | 1,977 | $896.1K | 0.08% | +609+44.5% | Added |