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 |
|---|---|---|---|---|---|
| Financial Alternatives, Inc | 2,211 | $1.00M | 0.71% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,213 | $1.00M | 0.27% | −75−3.3% | Reduced |
| CV Advisors LLC | 2,215 | $1.00M | 0.35% | +2,215 | New |
| ShoreHaven Wealth Partners, LLC | 2,215 | $1.00M | 0.47% | −300−11.9% | Reduced |
| Mattern Capital Management, LLC | 2,216 | $1.00M | 0.13% | +8+0.4% | Added |
| DDFG, Inc | 2,216 | $1.00M | 0.29% | +117+5.6% | Added |
| Triton Wealth Management, PLLC | 2,153 | $1.01M | 0.52% | +102+5.0% | Added |
| Clarkston Capital Partners, LLC | 2,221 | $1.01M | 0.02% | −475−17.6% | Reduced |
| First Pacific Financial | 2,221 | $1.01M | 0.23% | +15+0.7% | Added |
| Willis Johnson & Associates, Inc. | 2,221 | $1.01M | 0.08% | −58−2.5% | Reduced |
| Argyle Capital Management Inc. | 2,226 | $1.01M | 0.40% | +36+1.6% | Added |
| Brady Martz Wealth Solutions, LLC | 2,256 | $1.02M | 0.24% | +2,256 | New |
| Charter Oak Capital Management, LLC | 2,244 | $1.02M | 0.09% | +36+1.6% | Added |
| Richard P Slaughter Associates Inc | 2,248 | $1.02M | 0.23% | +5+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 2,248 | $1.02M | 0.24% | +2,248 | New |
| American Assets Investment Management, LLC | 2,250 | $1.02M | 0.08% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,252 | $1.02M | 0.36% | −156−6.5% | Reduced |
| Tarbox Family Office, Inc. | 2,254 | $1.02M | 0.17% | −7−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,255 | $1.02M | 0.21% | +434+23.8% | Added |
| Diversified Portfolios, Inc. | 2,257 | $1.02M | 0.11% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,259 | $1.02M | 0.25% | −476−17.4% | Reduced |
| First National Bank & Trust Co of Newtown | 2,260 | $1.02M | 0.21% | −5−0.2% | Reduced |
| Maiden Cove Capital, LLC | 2,264 | $1.03M | 1.57% | +15+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 2,265 | $1.03M | 0.20% | +2,265 | New |
| SRS Capital Advisors, Inc. | 2,267 | $1.03M | 0.06% | +2,267 | New |
| BKM Wealth Management, LLC | 2,271 | $1.03M | 0.42% | +140+6.6% | Added |
| Eagle Bay Advisors LLC | 2,274 | $1.03M | 0.65% | −132−5.5% | Reduced |
| Omnia Family Wealth, LLC | 2,274 | $1.03M | 0.43% | +96+4.4% | Added |
| Renaissance Technologies LLC | 2,270 | $1.03M | 0.00% | −220,245−99.0% | Reduced |
| Sheets Smith Wealth Management | 2,277 | $1.03M | 0.13% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 2,278 | $1.03M | 0.70% | +75+3.4% | Added |
| Brass Tax Wealth Management, Inc | 2,280 | $1.03M | 0.22% | +47+2.1% | Added |
| Zions Bancorporation, N.A. | 2,281 | $1.03M | 0.07% | +546+31.5% | Added |
| Tempus Wealth Planning, LLC | 2,283 | $1.03M | 0.32% | +91+4.2% | Added |
| Belmont Capital, LLC | 2,285 | $1.04M | 0.17% | −2,100−47.9% | Reduced |
| Mascoma Wealth Management LLC | 2,285 | $1.04M | 0.26% | +11+0.5% | Added |
| Selway Asset Management | 2,285 | $1.04M | 0.41% | +505+28.4% | Added |
| Fortem Financial Group, LLC | 2,291 | $1.04M | 0.40% | −94−3.9% | Reduced |
| Visionary Horizons, LLC | 2,291 | $1.04M | 0.68% | 00.0% | Unchanged |
| Landaas & Co | 2,293 | $1.04M | 0.29% | +53+2.4% | Added |
| Sage Rhino Capital LLC | 2,301 | $1.04M | 0.23% | −18−0.8% | Reduced |
| Variant Private Wealth, LLC | 2,303 | $1.04M | 1.00% | +2,303 | New |
| Boltwood Capital Management | 2,306 | $1.05M | 0.32% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,236 | $1.05M | 0.22% | +137+6.5% | Added |
| waypoint wealth counsel | 2,310 | $1.05M | 0.68% | +62+2.8% | Added |
| Paladin Wealth, LLC | 2,311 | $1.05M | 0.91% | +144+6.6% | Added |
| Foster & Motley Inc | 2,313 | $1.05M | 0.07% | +1,346+139.2% | Added |
| Radnor Capital Management, LLC | 2,316 | $1.05M | 0.18% | −975−29.6% | Reduced |
| Dynamic Financial Group | 2,323 | $1.05M | 1.07% | +2,323 | New |
| Covington Investment Advisors Inc. | 2,324 | $1.05M | 0.16% | 00.0% | Unchanged |
| Private Client Services, LLC | 2,328 | $1.06M | 0.57% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,331 | $1.06M | 0.22% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 2,332 | $1.06M | 0.55% | +1,224+110.5% | Added |
| Broadleaf Partners, LLC | 2,338 | $1.06M | 0.25% | −10.0% | Reduced |
| Planning Alternatives Ltd | 2,338 | $1.06M | 0.16% | 00.0% | Unchanged |
| Farmers Trust Co | 2,342 | $1.06M | 0.20% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,343 | $1.06M | 0.28% | +402+20.7% | Added |
| ROI Financial Advisors, LLC | 2,345 | $1.06M | 0.72% | +654+38.7% | Added |
| Power Wealth Management LLC | 2,346 | $1.06M | 0.44% | +145+6.6% | Added |
| Ironsides Asset Advisors, LLC | 2,347 | $1.06M | 0.31% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 2,355 | $1.07M | 0.18% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,356 | $1.07M | 0.02% | −266−10.1% | Reduced |
| Athena Investment Management | 2,356 | $1.07M | 0.62% | −876−27.1% | Reduced |
| DeDora Capital, Inc. | 2,361 | $1.07M | 0.29% | −607−20.5% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 2,365 | $1.07M | 0.99% | +2,365 | New |
| Alpha Advisors, LLC | 2,365 | $1.07M | 1.10% | +2,365 | New |
| Prosperitas Financial LLC | 2,369 | $1.07M | 0.54% | −27−1.1% | Reduced |
| Fermata Advisors, LLC | 2,371 | $1.07M | 0.20% | −548−18.8% | Reduced |
| PAX Financial Group, LLC | 2,371 | $1.07M | 0.19% | +17+0.7% | Added |
| Centennial Wealth Advisory LLC | 2,373 | $1.08M | 0.42% | −32−1.3% | Reduced |
| Natural Investments, LLC | 2,376 | $1.08M | 0.30% | +2,376 | New |
| Aspire Growth Partners LLC | 2,380 | $1.08M | 1.06% | +2,380 | New |
| Gilman Hill Asset Management, LLC | 2,382 | $1.08M | 0.19% | +454+23.5% | Added |
| Parkshore Wealth Management, Inc. | 2,382 | $1.08M | 0.65% | +2,382 | New |
| BCS Wealth Management | 2,383 | $1.08M | 0.27% | −250−9.5% | Reduced |
| Consilio Wealth Advisors, LLC | 2,385 | $1.08M | 0.44% | +40+1.7% | Added |
| Eagle Strategies LLC | 2,385 | $1.08M | 0.19% | +887+59.2% | Added |
| Riverchase Wealth Management, LLC | 2,387 | $1.08M | 0.81% | +2,387 | New |
| Etesian Wealth Advisors, Inc. | 2,388 | $1.08M | 0.48% | −22−0.9% | Reduced |
| Richmond Investment Services, LLC | 2,389 | $1.08M | 0.61% | +2,389 | New |
| Riggs Asset Managment Co. Inc. | 2,396 | $1.08M | 0.29% | +34+1.4% | Added |
| Chapman Investment Management, LLC | 2,391 | $1.08M | 0.81% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,393 | $1.08M | 0.20% | −2−0.1% | Reduced |
| Warner Financial, Inc | 2,398 | $1.09M | 0.47% | −157−6.1% | Reduced |
| Home Federal Bank of Tennessee | 2,403 | $1.09M | 0.32% | −5−0.2% | Reduced |
| Atlantic Family Wealth, LLC | 2,407 | $1.09M | 1.30% | +2,407 | New |
| Phocas Financial Corp. | 2,412 | $1.09M | 0.15% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,413 | $1.09M | 0.44% | −262−9.8% | Reduced |
| Element Wealth, LLC | 2,414 | $1.09M | 0.57% | +2+0.1% | Added |
| Treynor Bancshares, Inc. | 2,415 | $1.09M | 1.16% | −10−0.4% | Reduced |
| Wealthquest Corp | 2,420 | $1.10M | 0.09% | −61−2.5% | Reduced |
| Sunesis Advisors, LLC | 2,424 | $1.10M | 0.67% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,427 | $1.10M | 0.24% | −6−0.2% | Reduced |
| Arvest Bank Trust Division | 2,428 | $1.10M | 0.07% | +1,571+183.3% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,431 | $1.10M | 0.96% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,487 | $1.10M | 1.11% | −29−1.2% | Reduced |
| Topsail Wealth Management, LLC | 2,436 | $1.10M | 0.24% | +2,436 | New |
| 4WEALTH Advisors, Inc. | 2,441 | $1.11M | 1.13% | +2,441 | New |
| Clark Wealth Partners | 2,449 | $1.11M | 0.86% | +2,449 | New |
| Kensington Investment Counsel, LLC | 2,460 | $1.12M | 0.47% | −25−1.0% | Reduced |