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 |
|---|---|---|---|---|---|
| Benchmark Wealth Management, LLC | 2,735 | $1.24M | 0.61% | −129−4.5% | Reduced |
| Maryland Capital Advisors Inc. | 2,747 | $1.25M | 0.58% | +1,757+177.5% | Added |
| Ackerman Capital Advisors, LLC | 2,749 | $1.25M | 0.33% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,750 | $1.25M | 0.24% | +432+18.6% | Added |
| Chesley Taft & Associates LLC | 2,756 | $1.25M | 0.06% | −90−3.2% | Reduced |
| Prospect Financial Group LLC | 2,757 | $1.25M | 1.54% | +2,757 | New |
| Darden Wealth Group Inc | 2,758 | $1.25M | 0.84% | +125+4.7% | Added |
| Charter Research & Investment Group, Inc. | 2,759 | $1.25M | 0.95% | −31−1.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,760 | $1.25M | 0.96% | −7−0.3% | Reduced |
| Jessup Wealth Management, Inc | 2,761 | $1.25M | 0.53% | +10.0% | Added |
| Sierra Ocean, LLC | 2,764 | $1.25M | 1.02% | +2,764 | New |
| Wolff Financial Management LLC | 2,766 | $1.25M | 0.35% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,770 | $1.26M | 0.60% | −244−8.1% | Reduced |
| Fulcrum Capital LLC | 2,770 | $1.26M | 0.26% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 2,770 | $1.26M | 0.29% | +550+24.8% | Added |
| Coign Capital Advisors LLC | 2,770 | $1.26M | 1.16% | +2,770 | New |
| Valtinson Bruner Financial Planning LLC | 2,778 | $1.26M | 0.44% | +161+6.2% | Added |
| Activest Wealth Management | 2,784 | $1.26M | 0.35% | +255+10.1% | Added |
| Pinnacle West Asset Management, Inc. | 2,785 | $1.26M | 0.90% | −50−1.8% | Reduced |
| Ullmann Financial Group, Inc. | 2,788 | $1.26M | 0.16% | +25+0.9% | Added |
| WESPAC Advisors SoCal, LLC | 2,789 | $1.26M | 0.29% | −7−0.3% | Reduced |
| Missouri Trust & Investment Co | 2,791 | $1.27M | 0.44% | +6+0.2% | Added |
| Partnership Wealth Management, LLC | 2,792 | $1.27M | 1.05% | +762+37.5% | Added |
| Mindset Wealth Management, LLC | 2,796 | $1.27M | 0.46% | +42+1.5% | Added |
| Sprinkle Financial Consultants LLC | 2,799 | $1.27M | 0.86% | −6−0.2% | Reduced |
| Washburn Capital Management, Inc. | 2,802 | $1.27M | 0.79% | +292+11.6% | Added |
| SWS Partners | 2,818 | $1.28M | 0.39% | +1,930+217.3% | Added |
| Gateway Wealth Partners, LLC | 2,821 | $1.28M | 0.33% | +1,152+69.0% | Added |
| REDW Wealth LLC | 2,821 | $1.28M | 0.44% | −3,884−57.9% | Reduced |
| May Hill Capital, LLC | 2,823 | $1.28M | 0.50% | +2,823 | New |
| Beech Hill Advisors, Inc. | 2,825 | $1.28M | 0.48% | −100−3.4% | Reduced |
| Greenfield Savings Bank | 2,827 | $1.28M | 0.61% | 00.0% | Unchanged |
| Financial Harvest, LLC | 2,828 | $1.28M | 1.08% | +2,828 | New |
| Cairn Investment Group, Inc. | 2,828 | $1.28M | 0.75% | 00.0% | Unchanged |
| HT Partners LLC | 2,832 | $1.28M | 0.44% | −80−2.7% | Reduced |
| Wealth Group, Ltd. | 2,837 | $1.29M | 0.83% | −144−4.8% | Reduced |
| Hill Investment Group Partners, LLC | 2,838 | $1.29M | 0.17% | +234+9.0% | Added |
| Colorado Capital Management, Inc. | 2,840 | $1.29M | 0.62% | −137−4.6% | Reduced |
| CCG Wealth Management, LLC | 2,840 | $1.29M | 0.72% | −28−1.0% | Reduced |
| Triune Financial Partners, LLC | 2,840 | $1.29M | 0.41% | +312+12.3% | Added |
| Davis Capital Management | 2,845 | $1.29M | 1.05% | −43−1.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,725 | $1.29M | 0.48% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 2,850 | $1.29M | 0.44% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,853 | $1.29M | 0.43% | +310+12.2% | Added |
| Oakwell Private Wealth Management, LLC | 2,854 | $1.29M | 0.36% | +46+1.6% | Added |
| Connable Office Inc | 2,861 | $1.30M | 0.13% | −250−8.0% | Reduced |
| Legacy Capital Group California, Inc. | 2,862 | $1.30M | 0.40% | +212+8.0% | Added |
| Scientech Research LLC | 2,865 | $1.30M | 0.37% | +689+31.7% | Added |
| Objective Capital Management, LLC | 2,872 | $1.30M | 0.87% | +20+0.7% | Added |
| Reliant Investment Partners, LLC | 2,873 | $1.30M | 1.15% | +2,873 | New |
| Wellington Shields Capital Management, LLC | 2,875 | $1.30M | 0.23% | +275+10.6% | Added |
| McLean Asset Management Corp | 2,884 | $1.31M | 0.39% | +134+4.9% | Added |
| Acorns Advisers, LLC | 2,888 | $1.31M | 0.01% | +297+11.5% | Added |
| First United Bank Trust | 2,904 | $1.32M | 0.48% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,909 | $1.32M | 0.34% | +9+0.3% | Added |
| All Terrain Financial Advisors, LLC | 2,914 | $1.32M | 0.51% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,918 | $1.32M | 0.45% | +746+34.3% | Added |
| IMA Wealth, Inc. | 2,919 | $1.32M | 0.16% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,920 | $1.32M | 0.65% | +114+4.1% | Added |
| Werba Rubin Papier Wealth Management | 2,926 | $1.33M | 0.31% | +103+3.6% | Added |
| Lighthouse Investment Partners, LLC | 2,930 | $1.33M | 0.05% | +2,930 | New |
| Twin Peaks Wealth Advisors, LLC | 2,932 | $1.33M | 0.56% | +267+10.0% | Added |
| Jacobsen Capital Management | 2,937 | $1.33M | 0.57% | +11+0.4% | Added |
| Hemenway Trust Co LLC | 2,938 | $1.33M | 0.11% | +76+2.7% | Added |
| Paragon Capital Management LLC | 2,944 | $1.33M | 0.72% | −26−0.9% | Reduced |
| Legend Financial Advisors, Inc. | 2,946 | $1.34M | 0.94% | +197+7.2% | Added |
| Farley Capital L.P. | 2,949 | $1.34M | 1.14% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,950 | $1.34M | 0.18% | −25−0.8% | Reduced |
| Montz Harcus Wealth Management LLC | 2,965 | $1.34M | 0.75% | −2−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,966 | $1.34M | 0.78% | −129−4.2% | Reduced |
| Sachetta, LLC | 2,971 | $1.35M | 0.53% | −180−5.7% | Reduced |
| Patron Partners Advisors, LLC | 2,971 | $1.35M | 0.73% | +108+3.8% | Added |
| M. Kulyk & Associates, LLC | 2,972 | $1.35M | 0.29% | +1,546+108.4% | Added |
| Strid Group, LLC | 2,974 | $1.35M | 0.21% | +66+2.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,977 | $1.35M | 0.63% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,985 | $1.35M | 0.70% | −145−4.6% | Reduced |
| Smith Thornton Advisors LLC | 2,988 | $1.35M | 0.86% | +26+0.9% | Added |
| Pasadena Private Wealth, LLC | 2,989 | $1.35M | 0.28% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 2,990 | $1.36M | 1.27% | −32−1.1% | Reduced |
| Fairscale Capital, LLC | 2,993 | $1.36M | 1.17% | 00.0% | Unchanged |
| Amarillo National Bank | 2,999 | $1.36M | 0.25% | 00.0% | Unchanged |
| Capital Management Associates | 3,000 | $1.36M | 1.60% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $1.36M | 0.04% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,006 | $1.36M | 0.28% | +19+0.6% | Added |
| Syverson Strege & Co | 3,009 | $1.36M | 0.45% | +379+14.4% | Added |
| Centerpoint Advisors, LLC | 3,009 | $1.36M | 0.48% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,970 | $1.37M | 0.25% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 3,023 | $1.37M | 0.22% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 3,028 | $1.37M | 0.92% | +3,028 | New |
| Corps Capital Advisors, LLC | 3,028 | $1.37M | 1.39% | +3,028 | New |
| Compass Investment Advisers LLC | 3,029 | $1.37M | 3.99% | +3,029 | New |
| Abundance Wealth Counselors | 3,030 | $1.37M | 0.30% | +409+15.6% | Added |
| BayBridge Capital Group, LLC | 3,032 | $1.37M | 1.00% | +52+1.7% | Added |
| Signature Wealth Management Partners, LLC | 3,033 | $1.37M | 0.94% | −28−0.9% | Reduced |
| Paragon Advisors, LLC | 3,035 | $1.38M | 0.47% | +3,035 | New |
| Principal Street Partners, LLC | 3,037 | $1.38M | 0.27% | −2,610−46.2% | Reduced |
| Bard Associates Inc | 3,037 | $1.38M | 0.47% | −550−15.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,045 | $1.38M | 0.08% | −168−5.2% | Reduced |
| Retirement Investment Advisors, Inc. | 3,045 | $1.38M | 0.15% | −20−0.7% | Reduced |
| American Trust | 3,047 | $1.38M | 0.11% | −19−0.6% | Reduced |