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 |
|---|---|---|---|---|---|
| Harvest Investment Services, LLC | 2,463 | $1.12M | 0.27% | +1,124+83.9% | Added |
| Breed's Hill Capital LLC | 2,464 | $1.12M | 0.58% | +1,489+152.7% | Added |
| CMC Financial Group | 2,465 | $1.12M | 2.38% | −94−3.7% | Reduced |
| Hexagon Capital Partners LLC | 2,468 | $1.12M | 0.20% | +56+2.3% | Added |
| Canopy Partners, LLC | 2,472 | $1.12M | 0.43% | +126+5.4% | Added |
| Syntegra Private Wealth Group, LLC | 2,477 | $1.12M | 0.13% | −200−7.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,483 | $1.13M | 0.64% | −47−1.9% | Reduced |
| Creative Capital Management Investments LLC | 2,484 | $1.13M | 0.47% | 00.0% | Unchanged |
| Burton Enright Welch | 2,487 | $1.13M | 0.24% | −98−3.8% | Reduced |
| Sawgrass Asset Management LLC | 2,488 | $1.13M | 0.12% | −63−2.5% | Reduced |
| TPG Advisors LLC | 2,489 | $1.13M | 0.88% | +160+6.9% | Added |
| Cascade Investment Advisors, Inc. | 2,495 | $1.13M | 0.73% | −15−0.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,495 | $1.13M | 0.14% | +486+24.2% | Added |
| Uniting Wealth Partners, LLC | 2,497 | $1.13M | 0.55% | +2,497 | New |
| Per Stirling Capital Management, LLC. | 2,499 | $1.13M | 0.16% | −81−3.1% | Reduced |
| Rodgers Brothers Inc. | 2,503 | $1.13M | 0.15% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,505 | $1.14M | 0.10% | −315−11.2% | Reduced |
| Francis Financial, Inc. | 3,335 | $1.14M | 0.29% | +676+25.4% | Added |
| Virtus ETF Advisers LLC | 2,511 | $1.14M | 0.46% | +489+24.2% | Added |
| Oregon Pacific Wealth Management, LLC | 2,515 | $1.14M | 1.12% | +2,515 | New |
| Wayfinding Financial, LLC | 2,519 | $1.14M | 0.61% | +2,519 | New |
| Capital Planning LLC | 2,527 | $1.15M | 0.30% | +835+49.3% | Added |
| Private Wealth Management Group, LLC | 2,529 | $1.15M | 0.44% | +25+1.0% | Added |
| Full Sail Capital, LLC | 2,530 | $1.15M | 0.07% | −20−0.8% | Reduced |
| Beacon Capital Management, LLC | 2,532 | $1.15M | 0.15% | −67−2.6% | Reduced |
| RAM Investment Partners, LLC | 2,534 | $1.15M | 0.28% | +31+1.2% | Added |
| Seven Mile Advisory | 2,534 | $1.15M | 0.73% | +351+16.1% | Added |
| Clear Creek Financial Management, LLC | 2,540 | $1.15M | 0.12% | +198+8.5% | Added |
| High Net Worth Advisory Group LLC | 2,541 | $1.15M | 0.32% | +5+0.2% | Added |
| Elevated Capital Advisors, LLC | 2,542 | $1.15M | 0.31% | +442+21.0% | Added |
| Wealth Group Ltd | 2,542 | $1.15M | 0.33% | +57+2.3% | Added |
| Investmark Advisory Group LLC | 2,546 | $1.15M | 0.57% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,548 | $1.15M | 0.21% | −138−5.1% | Reduced |
| Maripau Wealth Management LLC | 2,550 | $1.16M | 0.69% | +2,550 | New |
| Goldstone Financial Group, LLC | 2,551 | $1.16M | 0.18% | −83−3.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,553 | $1.16M | 0.18% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,559 | $1.16M | 0.24% | +120+4.9% | Added |
| Affinity Capital Advisors, LLC | 2,574 | $1.17M | 0.22% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,574 | $1.17M | 0.27% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,482 | $1.17M | 0.53% | −26−1.0% | Reduced |
| Valley Brook Capital Group | 2,575 | $1.17M | 0.87% | +35+1.4% | Added |
| Rice Hall James & Associates, LLC | 2,580 | $1.17M | 0.06% | −45−1.7% | Reduced |
| Compass Advisory Group LLC | 2,581 | $1.17M | 0.42% | −100−3.7% | Reduced |
| Milestone Asset Management Group, LLC | 2,583 | $1.17M | 1.05% | +2,583 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,590 | $1.17M | 0.02% | +1,619+166.7% | Added |
| Atwater Malick LLC | 2,591 | $1.17M | 0.39% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,591 | $1.17M | 0.04% | +214+9.0% | Added |
| Avantra Family Wealth, Inc. | 2,591 | $1.17M | 1.10% | +2,591 | New |
| KPP Advisory Services LLC | 2,594 | $1.18M | 0.28% | +245+10.4% | Added |
| Sunpointe, LLC | 2,597 | $1.18M | 0.59% | +324+14.3% | Added |
| First National Bank | 2,597 | $1.18M | 0.81% | −84−3.1% | Reduced |
| Eclectic Associates Inc | 2,600 | $1.18M | 0.35% | +228+9.6% | Added |
| Total Investment Management Inc | 2,602 | $1.18M | 0.17% | +318+13.9% | Added |
| Narus Financial Partners, LLC | 2,605 | $1.18M | 0.40% | +135+5.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,527 | $1.18M | 0.24% | +52+2.1% | Added |
| Options Solutions, LLC | 2,609 | $1.18M | 0.53% | −679−20.7% | Reduced |
| River Street Advisors LLC | 2,613 | $1.18M | 0.61% | −35−1.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 2,618 | $1.19M | 1.46% | +524+25.0% | Added |
| Flynn Zito Capital Management, LLC | 2,620 | $1.19M | 0.55% | −19−0.7% | Reduced |
| Seascape Capital Management | 2,624 | $1.19M | 0.41% | −2−0.1% | Reduced |
| Prasad Wealth Partners, LLC | 2,630 | $1.19M | 0.39% | +2,630 | New |
| MN Wealth Advisors, LLC | 2,636 | $1.19M | 0.67% | +43+1.7% | Added |
| Family Investment Center, Inc. | 2,637 | $1.20M | 0.30% | +681+34.8% | Added |
| Waycross Investment Management Co | 2,637 | $1.20M | 1.26% | +1,678+175.0% | Added |
| Perissos Private Wealth Management, LLC | 2,638 | $1.20M | 0.89% | −51−1.9% | Reduced |
| Creekmur Asset Management LLC | 2,642 | $1.20M | 0.27% | −3−0.1% | Reduced |
| Wealth Forward, LLC | 2,645 | $1.20M | 0.85% | +152+6.1% | Added |
| PCG Asset Management, LLC | 2,646 | $1.20M | 1.05% | +2,646 | New |
| First County Bank | 2,648 | $1.20M | 0.67% | −97−3.5% | Reduced |
| Veracity Capital LLC | 2,654 | $1.20M | 0.44% | −13−0.5% | Reduced |
| MFA Wealth Services | 2,655 | $1.20M | 0.97% | +2,655 | New |
| Onyx Bridge Wealth Group LLC | 2,657 | $1.20M | 0.17% | +9+0.3% | Added |
| Milestone Asset Management, LLC | 2,659 | $1.21M | 0.27% | −992−27.2% | Reduced |
| Ayrshire Capital Management LLC | 2,659 | $1.21M | 0.59% | +1,650+163.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,660 | $1.21M | 0.20% | +102+4.0% | Added |
| CKW Financial Group | 2,666 | $1.21M | 0.15% | +581+27.9% | Added |
| Chancellor Financial Group WB LP | 2,675 | $1.21M | 0.98% | +2,675 | New |
| Fortitude Financial, LLC | 2,676 | $1.21M | 0.68% | +2,676 | New |
| Icapital Wealth LLC | 2,680 | $1.21M | 0.70% | −385−12.6% | Reduced |
| Family Firm, Inc. | 2,680 | $1.21M | 0.27% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 2,680 | $1.21M | 0.29% | +2,680 | New |
| Acorn Financial Advisory Services Inc | 2,681 | $1.22M | 0.20% | −2,501−48.3% | Reduced |
| Rowland & Co Investment Counsel | 2,682 | $1.22M | 0.25% | +40+1.5% | Added |
| Country Trust Bank | 2,682 | $1.22M | 0.03% | +10+0.4% | Added |
| McNaughton Wealth Management, LLC | 2,689 | $1.22M | 0.59% | +36+1.4% | Added |
| Beacon Financial Advisory LLC | 2,689 | $1.22M | 0.40% | +227+9.2% | Added |
| Financial Management Professionals, Inc. | 2,691 | $1.22M | 0.15% | +46+1.7% | Added |
| Claris Financial LLC | 2,694 | $1.22M | 0.80% | +2,694 | New |
| Blalock Williams, LLC | 2,695 | $1.22M | 1.42% | +2,695 | New |
| Ssi Investment Management LLC | 2,698 | $1.22M | 0.09% | −2−0.1% | Reduced |
| ZEGA Investments, LLC | 2,641 | $1.22M | 0.36% | +2,641 | New |
| Stablepoint Partners, LLC | 2,700 | $1.22M | 0.22% | −100−3.6% | Reduced |
| TLWM | 2,704 | $1.23M | 0.24% | +240+9.7% | Added |
| Consilium Wealth Advisory, LLC | 2,709 | $1.23M | 0.59% | −6−0.2% | Reduced |
| Coastwise Capital Group, LLC | 2,711 | $1.23M | 0.98% | −92−3.3% | Reduced |
| Garrett Investment Advisors LLC | 2,722 | $1.23M | 0.12% | −270−9.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,725 | $1.24M | 0.28% | −179−6.2% | Reduced |
| Catalyst Private Wealth, LLC | 2,727 | $1.24M | 0.55% | −30−1.1% | Reduced |
| Hanlon Investment Management, Inc. | 2,731 | $1.24M | 0.34% | +232+9.3% | Added |
| Denver Wealth Management, Inc. | 2,732 | $1.24M | 0.56% | 00.0% | Unchanged |