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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 1,985 | $899.8K | 0.65% | +884+80.3% | Added |
| Anderson Hoagland & Co | 1,925 | $900.8K | 0.09% | −110−5.4% | Reduced |
| Gleason Group, Inc. | 1,988 | $901.1K | 0.16% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,989 | $901.6K | 0.23% | +113+6.0% | Added |
| Campion Asset Management LLC | 1,991 | $902.5K | 0.68% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,992 | $902.9K | 0.09% | −19,907−90.9% | Reduced |
| Capital CS Group, LLC | 1,994 | $903.8K | 1.21% | +44+2.3% | Added |
| Spectrum Investment Advisors, Inc. | 1,999 | $906.1K | 0.60% | −20−1.0% | Reduced |
| Wetherby Asset Management Inc | 2,000 | $906.6K | 0.04% | −55−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,001 | $906.8K | 0.22% | +84+4.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 2,004 | $908.4K | 0.20% | +134+7.2% | Added |
| Forza Wealth Management, LLC | 2,006 | $909.3K | 0.41% | +29+1.5% | Added |
| Five Oceans Advisors | 2,008 | $910.2K | 0.42% | +2+0.1% | Added |
| Sylvest Advisors, LLC | 2,011 | $911.5K | 0.56% | +2,011 | New |
| Promus Capital, LLC | 2,011 | $911.5K | 0.70% | +2,011 | New |
| Financial Futures Ltd Liability Co. | 2,012 | $912.0K | 0.52% | +2+0.1% | Added |
| Security Financial Services, INC. | 2,013 | $912.5K | 0.19% | +62+3.2% | Added |
| Juncture Wealth Strategies, LLC | 2,016 | $913.8K | 0.34% | +10.0% | Added |
| Iron Horse Wealth Management, LLC | 2,019 | $915.3K | 0.31% | −3−0.1% | Reduced |
| CAP Partners, LLC | 2,020 | $915.6K | 0.65% | −39−1.9% | Reduced |
| Northwest Capital Management Inc | 2,021 | $916.1K | 0.39% | −590−22.6% | Reduced |
| Redmont Wealth Advisors LLC | 2,025 | $917.9K | 1.59% | −5−0.2% | Reduced |
| NCM Capital Management, LLC | 2,028 | $919.3K | 0.41% | 00.0% | Unchanged |
| BCK Partners, Inc. | 2,031 | $920.6K | 0.56% | −769−27.5% | Reduced |
| Boyar Asset Management Inc. | 2,036 | $922.9K | 0.61% | +10+0.5% | Added |
| GDS Wealth Management | 2,036 | $922.9K | 0.08% | +36+1.8% | Added |
| Greykasell Wealth Strategies, Inc. | 2,037 | $923.3K | 0.51% | +2,037 | New |
| Mayar Capital Ltd. | 2,038 | $923.8K | 1.21% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,038 | $923.8K | 0.12% | +202+11.0% | Added |
| Warburton Capital Management, LLC | 2,039 | $924.0K | 0.69% | +2,039 | New |
| Kiely Wealth Advisory Group, Inc. | 1,966 | $924.4K | 0.59% | 00.0% | Unchanged |
| Vista Investment Management | 2,040 | $924.7K | 0.35% | −56−2.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,040 | $924.7K | 0.17% | +84+4.3% | Added |
| True Link Financial Advisors, LLC | 2,043 | $926.1K | 0.08% | +68+3.4% | Added |
| Ewa, LLC | 2,047 | $927.9K | 0.35% | +108+5.6% | Added |
| Centerline Wealth Advisors, LLC | 2,097 | $927.9K | 0.54% | +2,097 | New |
| Cookson Peirce & Co Inc | 2,048 | $928.3K | 0.04% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 2,049 | $928.8K | 1.85% | +112+5.8% | Added |
| Essex LLC | 2,054 | $931.0K | 0.20% | −252−10.9% | Reduced |
| Greenhouse Wealth Management, LLC | 2,060 | $933.8K | 0.62% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,080 | $935.9K | 0.38% | −52−2.4% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $936.0K | 0.51% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,067 | $936.9K | 0.67% | −12−0.6% | Reduced |
| Alteri Wealth LLC | 2,070 | $938.3K | 0.26% | +2,070 | New |
| Strategic Advocates LLC | 2,072 | $939.2K | 0.32% | +96+4.9% | Added |
| ABLE Financial Group, LLC | 2,073 | $939.6K | 0.28% | −20−1.0% | Reduced |
| Aristotle Capital Management, LLC | 2,075 | $940.6K | 0.00% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 2,075 | $940.6K | 0.68% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 2,080 | $942.8K | 0.48% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,083 | $944.2K | 0.52% | −1,681−44.7% | Reduced |
| Sunbeam Capital Management, LLC | 2,083 | $944.2K | 0.88% | +2,083 | New |
| William Allan, LLC | 2,091 | $947.8K | 0.58% | +48+2.3% | Added |
| Stableford Capital II LLC | 2,094 | $949.2K | 0.38% | −42−2.0% | Reduced |
| Riversedge Advisors, LLC | 2,099 | $951.4K | 0.22% | +54+2.6% | Added |
| IMZ Advisory Inc | 2,100 | $951.9K | 0.43% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,113 | $955.4K | 0.95% | −16−0.8% | Reduced |
| Elk River Wealth Management, LLC | 2,110 | $956.4K | 0.17% | 00.0% | Unchanged |
| Sym Financial Corp | 2,111 | $956.9K | 0.12% | +100+5.0% | Added |
| Ulland Investment Advisors, LLC | 2,116 | $959.0K | 0.61% | +174+9.0% | Added |
| Abel Hall, LLC | 2,122 | $961.9K | 0.61% | +16+0.8% | Added |
| Boyd Watterson Asset Management LLC | 2,125 | $963.2K | 0.27% | +2,000+1,600.0% | Added |
| Terril Brothers, Inc. | 2,126 | $963.7K | 0.29% | +326+18.1% | Added |
| OLIO Financial Planning | 2,133 | $966.8K | 0.34% | +10+0.5% | Added |
| Capital Advisors, Ltd. LLC | 2,133 | $967.0K | 0.12% | −40−1.8% | Reduced |
| CVFG LLC | 2,138 | $969.1K | 0.88% | +2,138 | New |
| Canandaigua National Trust Co of Florida | 2,146 | $972.7K | 0.76% | +983+84.5% | Added |
| Index Fund Advisors, Inc. | 2,148 | $973.6K | 0.05% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $974.6K | 0.45% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,150 | $974.6K | 0.38% | +89+4.3% | Added |
| apricus wealth, LLC | 2,151 | $975.0K | 0.63% | −10−0.5% | Reduced |
| Stonehearth Capital Management, LLC | 2,151 | $975.0K | 0.39% | +1,204+127.1% | Added |
| Hillsdale Investment Management Inc. | 2,155 | $976.8K | 0.05% | +990+85.0% | Added |
| First International Bank & Trust | 2,156 | $977.3K | 0.32% | −133−5.8% | Reduced |
| Phillips Financial Management, LLC | 2,156 | $977.3K | 0.08% | +43+2.0% | Added |
| Red Lighthouse Investment Management, LLC | 2,160 | $979.1K | 0.39% | +10.0% | Added |
| Defined Wealth Management, LLC | 2,169 | $983.2K | 0.65% | +11+0.5% | Added |
| EWG Elevate Inc. | 2,170 | $983.6K | 0.30% | +232+12.0% | Added |
| Renaissance Group LLC | 2,176 | $983.9K | 0.04% | −9−0.4% | Reduced |
| Strategic Financial Concepts, LLC | 2,173 | $985.1K | 0.19% | +450+26.1% | Added |
| Ogorek Anthony Joseph | 2,177 | $986.0K | 0.31% | +139+6.8% | Added |
| First Financial Group Corp | 2,176 | $986.3K | 1.09% | +2,176 | New |
| CoreFirst Bank & Trust | 2,180 | $988.1K | 0.59% | +42+2.0% | Added |
| Heck Capital Advisors, LLC | 2,183 | $989.5K | 0.11% | −6−0.3% | Reduced |
| Sunflower Bank, N.A. | 2,183 | $989.5K | 0.28% | +138+6.7% | Added |
| 626 Financial, LLC | 2,183 | $989.5K | 0.53% | −7−0.3% | Reduced |
| Sterling Financial Planning, Inc. | 2,186 | $990.9K | 0.36% | 00.0% | Unchanged |
| Harbor Group, Inc. | 2,187 | $991.3K | 0.22% | +87+4.1% | Added |
| Transce3nd, LLC | 2,187 | $991.3K | 0.34% | +2,187 | New |
| Taylor Hoffman Capital Management LLC | 2,189 | $992.2K | 0.36% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 2,191 | $993.1K | 0.36% | +106+5.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,196 | $995.4K | 0.98% | +2,196 | New |
| Woodward Financial Advisors, Inc. | 2,202 | $998.1K | 0.49% | −359−14.0% | Reduced |
| Argentarii, LLC | 2,202 | $998.1K | 0.50% | +2,202 | New |
| Austin Private Wealth, LLC | 2,203 | $998.7K | 0.09% | +251+12.9% | Added |
| TCM Advisors, LLC | – | $999.0K | 0.89% | – | – |
| Knightsbridge Asset Management, LLC | 2,204 | $999.0K | 0.23% | +26+1.2% | Added |
| Empirical Asset Management, LLC | 83,130 | $999.4K | 0.33% | +75,925+1,053.8% | Added |
| United Advisor Group, LLC | 2,206 | $999.9K | 0.20% | +30+1.4% | Added |
| USAdvisors Wealth Management, LLC | 2,207 | $1.00M | 0.33% | +5+0.2% | Added |
| Gardner Lewis Asset Management L P | 2,210 | $1.00M | 0.25% | +2,210 | New |