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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 3,049 | $1.38M | 0.65% | +10+0.3% | Added |
| JT Stratford LLC | 3,062 | $1.39M | 0.23% | −452−12.9% | Reduced |
| Ellevest, Inc. | 3,062 | $1.39M | 0.08% | −38−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,066 | $1.39M | 0.19% | −200−6.1% | Reduced |
| Dempze Nancy E | 3,066 | $1.39M | 0.80% | −90−2.9% | Reduced |
| Gries Financial LLC | 3,066 | $1.39M | 0.25% | +8+0.3% | Added |
| IAM Advisory, LLC | 3,070 | $1.39M | 0.35% | −25−0.8% | Reduced |
| Oxbow Advisors, LLC | 3,071 | $1.39M | 0.16% | −55−1.8% | Reduced |
| Orca Wealth Management, LLC | 3,071 | $1.39M | 1.25% | +3,071 | New |
| Lionshead Wealth Management, LLC | 3,073 | $1.39M | 1.01% | +3,073 | New |
| Rollins Financial Advisors, LLC | 3,075 | $1.39M | 0.22% | +72+2.4% | Added |
| Legacy Capital Wealth Management, LLC | 3,077 | $1.39M | 1.38% | +3,077 | New |
| Heartland Bank & Trust Co | 3,082 | $1.40M | 0.76% | −577−15.8% | Reduced |
| Cassia Capital Partners, LLC | 3,082 | $1.40M | 0.89% | +530+20.8% | Added |
| Lumbard & Kellner, LLC | 3,085 | $1.40M | 0.60% | −7−0.2% | Reduced |
| Almanack Investment Partners, LLC. | 3,087 | $1.40M | 0.22% | −31−1.0% | Reduced |
| Tang Capital Management LLC | 3,099 | $1.40M | 0.09% | +1,020+49.1% | Added |
| Inspire Advisors, LLC | 3,099 | $1.40M | 0.17% | +55+1.8% | Added |
| Old Well Partners, LLC | 3,100 | $1.41M | 2.68% | −2,000−39.2% | Reduced |
| Hoey Investments, Inc | 3,106 | $1.41M | 0.24% | +10+0.3% | Added |
| Michael B. Yongue | 3,107 | $1.41M | 1.11% | −30−1.0% | Reduced |
| WMG Financial Advisors, LLC | 3,112 | $1.41M | 0.61% | +328+11.8% | Added |
| Helen Stephens Group, LLC | 3,113 | $1.41M | 0.42% | −261−7.7% | Reduced |
| Somerville Kurt F | 3,114 | $1.41M | 0.24% | −285−8.4% | Reduced |
| Heritage Financial Services, LLC | 3,120 | $1.41M | 0.19% | −69−2.2% | Reduced |
| Lakeridge Wealth Management LLC | 3,120 | $1.41M | 0.73% | +10+0.3% | Added |
| Bryant Woods Investment Advisors, LLC | 3,122 | $1.42M | 0.69% | +180+6.1% | Added |
| VSM Wealth Advisory, LLC | 3,131 | $1.42M | 0.51% | +3,131 | New |
| Campbell Capital Management Inc | 3,133 | $1.42M | 0.56% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 3,135 | $1.42M | 1.83% | −51,313−94.2% | Reduced |
| Nottingham Advisors, Inc. | 3,145 | $1.43M | 0.18% | −6,568−67.6% | Reduced |
| Trigran Investments, Inc. | 3,150 | $1.43M | 0.16% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,150 | $1.43M | 0.17% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,153 | $1.43M | 0.49% | −25−0.8% | Reduced |
| Lee Johnson Capital Management, LLC | 3,160 | $1.43M | 0.76% | +353+12.6% | Added |
| Prairie Wealth Advisors, Inc. | 3,161 | $1.43M | 0.69% | −2−0.1% | Reduced |
| MBM Wealth Consultants, LLC | 3,177 | $1.43M | 0.43% | +121+4.0% | Added |
| Unique Wealth, LLC | 3,168 | $1.44M | 0.30% | +445+16.3% | Added |
| McGowan Group Asset Management, Inc. | 3,169 | $1.44M | 0.19% | +1,062+50.4% | Added |
| Cascades Capital Asset Management, LLC | 3,174 | $1.44M | 0.77% | +333+11.7% | Added |
| Wellspring Financial Advisors, LLC | 3,183 | $1.44M | 0.15% | +63+2.0% | Added |
| F/M Investments LLC | 3,184 | $1.44M | 0.05% | +123+4.0% | Added |
| Capital Management Associates, Inc | 3,189 | $1.45M | 0.54% | −45−1.4% | Reduced |
| Farmers National Bank | 3,192 | $1.45M | 0.42% | +3,192 | New |
| GEN Financial Management, INC. | 3,197 | $1.45M | 0.94% | +3,197 | New |
| AGH Wealth Advisors, LLC | 3,203 | $1.45M | 1.35% | +3,203 | New |
| Trilogy Capital Inc. | 3,204 | $1.45M | 0.07% | −165−4.9% | Reduced |
| G&S Capital LLC | 3,211 | $1.46M | 0.60% | −179−5.3% | Reduced |
| Noesis Capital Mangement Corp | 3,211 | $1.46M | 0.28% | +6+0.2% | Added |
| Warm Springs Advisors Inc. | 3,212 | $1.46M | 1.35% | +3,212 | New |
| Atlas Legacy Advisors, LLC | 3,214 | $1.46M | 0.35% | +3,214 | New |
| Westside Investment Management, Inc. | 3,215 | $1.46M | 0.31% | −76−2.3% | Reduced |
| Motco | 3,215 | $1.46M | 0.15% | −1,158−26.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,215 | $1.46M | 0.89% | −270−7.7% | Reduced |
| Peninsula Wealth, LLC | 3,216 | $1.46M | 0.25% | +130+4.2% | Added |
| Fortune 45 LLC | 3,226 | $1.46M | 0.95% | +489+17.9% | Added |
| Smart Money Group LLC | 3,229 | $1.46M | 0.51% | +105+3.4% | Added |
| Magnolia Private Wealth, LLC | 3,230 | $1.46M | 1.30% | +3,230 | New |
| Cornerstone National Bank & Trust Co | 3,233 | $1.47M | 0.67% | +42+1.3% | Added |
| Fernwood Investment Management, LLC | 3,235 | $1.47M | 0.51% | +50+1.6% | Added |
| Sollinda Capital Management LLC | 3,243 | $1.47M | 0.40% | +417+14.8% | Added |
| Banque Transatlantique SA | 3,270 | $1.47M | 0.04% | +3,270 | New |
| Armis Advisers, LLC | 3,261 | $1.48M | 0.18% | +3,261 | New |
| Paces Ferry Wealth Advisors, LLC | 3,263 | $1.48M | 0.72% | +6+0.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,268 | $1.48M | 1.02% | +3,268 | New |
| First Community Trust NA | 3,270 | $1.48M | 1.06% | 00.0% | Unchanged |
| Fairway Wealth LLC | 3,270 | $1.48M | 0.67% | +30+0.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,273 | $1.48M | 0.56% | +189+6.1% | Added |
| Shepherd Financial Partners LLC | 3,277 | $1.49M | 0.18% | +47+1.5% | Added |
| South Street Advisors LLC | 3,277 | $1.49M | 0.23% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,280 | $1.49M | 0.10% | +450+15.9% | Added |
| Capital Market Strategies LLC | 3,286 | $1.49M | 0.86% | +6+0.2% | Added |
| Watershed Private Wealth LLC | 3,289 | $1.49M | 0.58% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,290 | $1.49M | 0.23% | +9+0.3% | Added |
| Sageworth Trust Co | 3,306 | $1.50M | 0.09% | −18−0.5% | Reduced |
| Pennsylvania Capital Management Inc | 3,308 | $1.50M | 0.51% | +15+0.5% | Added |
| Riverwater Partners LLC | 3,311 | $1.50M | 0.73% | −49−1.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 3,316 | $1.50M | 0.48% | +658+24.8% | Added |
| IronOak Wealth LLC. | 3,322 | $1.51M | 1.69% | +3,322 | New |
| Blue Chip Partners, Inc. | 3,322 | $1.51M | 0.13% | −4−0.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,335 | $1.51M | 1.05% | +882+36.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,336 | $1.51M | 0.26% | +50+1.5% | Added |
| LifeSteps Financial, Inc. | 3,338 | $1.51M | 1.16% | −2−0.1% | Reduced |
| Perpetual Ltd | 3,344 | $1.52M | 0.02% | −29−0.9% | Reduced |
| Westpac Banking Corp | 3,344 | $1.52M | 0.10% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 3,349 | $1.52M | 0.21% | +135+4.2% | Added |
| Hamilton Capital Partners, LLC | 3,349 | $1.52M | 0.96% | +3,349 | New |
| Cladis Investment Advisory, LLC | 3,351 | $1.52M | 1.08% | +10+0.3% | Added |
| First Bank & Trust | 3,352 | $1.52M | 0.29% | +258+8.3% | Added |
| CNB Bank | 3,359 | $1.52M | 0.71% | +254+8.2% | Added |
| Watts Gwilliam & Co., LLC | 3,364 | $1.52M | 0.32% | +55+1.7% | Added |
| California First Leasing Corp | 3,364 | $1.52M | 0.63% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,213 | $1.53M | 0.33% | +826+34.6% | Added |
| Ames National Corp | 3,365 | $1.53M | 1.03% | +3,365 | New |
| Encompass Wealth Advisors, LLC | 3,374 | $1.53M | 0.62% | −1,442−29.9% | Reduced |
| Clarus Group, Inc. | 3,375 | $1.53M | 0.54% | 00.0% | Unchanged |
| YANKCOM Partnership | 3,376 | $1.53M | 0.82% | +3,376 | New |
| Puzo Michael J | 3,381 | $1.53M | 0.43% | −274−7.5% | Reduced |
| Leisure Capital Management | 3,381 | $1.53M | 0.60% | −105−3.0% | Reduced |
| Tandem Capital Management Corp | 3,388 | $1.54M | 0.82% | 00.0% | Unchanged |