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 |
|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 3,390 | $1.54M | 0.50% | +3,390 | New |
| Horst & Graben Wealth Management LLC | 3,394 | $1.54M | 0.27% | +118+3.6% | Added |
| Access Financial Services, Inc. | 3,406 | $1.54M | 0.69% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 3,406 | $1.54M | 0.78% | +50+1.5% | Added |
| White Lighthouse Investment Management Inc. | 3,410 | $1.55M | 0.27% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,411 | $1.55M | 1.36% | +3,411 | New |
| Pathway Financial Advisers, LLC | 3,412 | $1.55M | 0.52% | −1,548,642−99.8% | Reduced |
| Stonebrook Private Inc. | 3,413 | $1.55M | 0.40% | +170+5.2% | Added |
| Orrstown Financial Services Inc | 3,426 | $1.55M | 0.42% | +132+4.0% | Added |
| Bank of Nova Scotia Trust Co | 3,427 | $1.55M | 0.16% | −218−6.0% | Reduced |
| Tandem Investment Partners LLC | 3,431 | $1.56M | 1.49% | +3,431 | New |
| MKT Advisors LLC | 3,326 | $1.56M | 0.68% | −500−13.1% | Reduced |
| Redwood Investment Management, LLC | 3,436 | $1.56M | 0.15% | +1,181+52.4% | Added |
| Fairman Group, LLC | 3,437 | $1.56M | 1.28% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,437 | $1.56M | 1.18% | −20−0.6% | Reduced |
| Red Wave Investments LLC | 3,438 | $1.56M | 0.55% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,439 | $1.56M | 0.17% | −86−2.4% | Reduced |
| Birchbrook, Inc. | 3,447 | $1.56M | 0.89% | +39+1.1% | Added |
| Pacific Sage Partners, LLC | 3,448 | $1.56M | 0.36% | +644+23.0% | Added |
| Alpha Family Trust | 3,450 | $1.56M | 0.88% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,459 | $1.57M | 1.35% | +71+2.1% | Added |
| Summit X, LLC | 3,460 | $1.57M | 0.35% | −28−0.8% | Reduced |
| Shelter Mutual Insurance Co | 3,474 | $1.57M | 0.39% | 00.0% | Unchanged |
| Durante & Waters, LLC | 3,480 | $1.58M | 1.30% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,488 | $1.58M | 0.79% | −117−3.2% | Reduced |
| English Capital Management LLC | 3,490 | $1.58M | 1.20% | +3,484+58,066.7% | Added |
| SFE Investment Counsel | 3,492 | $1.58M | 0.34% | −5−0.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,492 | $1.58M | 1.19% | +30+0.9% | Added |
| Heritage Wealth Management, Inc. | 3,494 | $1.58M | 0.53% | −18−0.5% | Reduced |
| Marshall Financial Group LLC | 3,494 | $1.58M | 0.38% | +733+26.5% | Added |
| Rappaport Reiches Capital Management, LLC | 3,500 | $1.59M | 0.41% | +143+4.3% | Added |
| Silverlake Wealth Management LLC | 3,501 | $1.59M | 0.61% | −350−9.1% | Reduced |
| Rational Advisors LLC | 3,504 | $1.59M | 0.16% | −135−3.7% | Reduced |
| Clune & Associates, Ltd. | 3,509 | $1.59M | 0.53% | +3,509 | New |
| Grove Bank & Trust | 3,511 | $1.59M | 0.22% | +114+3.4% | Added |
| Occidental Asset Management, LLC | 3,518 | $1.59M | 0.25% | −139−3.8% | Reduced |
| Capstone Wealth Management Group, LLC | 3,521 | $1.60M | 0.85% | +3,521 | New |
| Register Financial Advisors LLC | 3,523 | $1.60M | 0.80% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 3,524 | $1.60M | 0.96% | −14−0.4% | Reduced |
| MPS Loria Financial Planners, LLC | 3,531 | $1.60M | 0.47% | +219+6.6% | Added |
| BCJ Capital Management, LLC | 3,532 | $1.60M | 0.12% | −463−11.6% | Reduced |
| tru Independence LLC | 3,534 | $1.60M | 0.50% | +9+0.3% | Added |
| MTM Investment Management, LLC | 3,537 | $1.60M | 0.62% | +324+10.1% | Added |
| Abacus Wealth Partners, LLC | 3,538 | $1.60M | 0.24% | +202+6.1% | Added |
| Williams & Novak, LLC | 3,546 | $1.61M | 1.55% | −323−8.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,547 | $1.61M | 0.41% | +126+3.7% | Added |
| Spartan Planning & Wealth Management | 3,547 | $1.61M | 1.47% | +3,547 | New |
| GW Henssler & Associates Ltd | 3,497 | $1.61M | 0.09% | −50−1.4% | Reduced |
| S.A. Mason LLC | 3,553 | $1.61M | 0.85% | +15+0.4% | Added |
| Advisors Management Group Inc | 3,569 | $1.62M | 0.38% | +53+1.5% | Added |
| Sequent Asset Management, LLC | 3,571 | $1.62M | 0.80% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,573 | $1.62M | 0.21% | +1,680+88.7% | Added |
| Penbrook Management LLC | 3,580 | $1.62M | 1.11% | 00.0% | Unchanged |
| XY Capital Ltd | 3,585 | $1.63M | 1.81% | +3,585 | New |
| Rezny Wealth Management, Inc. | 3,593 | $1.63M | 0.40% | +405+12.7% | Added |
| Prairie Sky Financial Group LLC | 3,594 | $1.63M | 1.00% | +1,147+46.9% | Added |
| Coordinated Financial Services, Inc. | 3,595 | $1.63M | 1.27% | +3,595 | New |
| Eqis Capital Management, Inc. | 3,596 | $1.63M | 0.14% | +149+4.3% | Added |
| Clean Yield Group | 3,598 | $1.63M | 0.52% | −5−0.1% | Reduced |
| Proffitt & Goodson Inc | 3,599 | $1.63M | 0.27% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 3,602 | $1.63M | 0.17% | −353−8.9% | Reduced |
| State of Wyoming | 3,602 | $1.63M | 0.21% | +1,777+97.4% | Added |
| WR Wealth Planners, LLC | 3,605 | $1.63M | 0.53% | +36+1.0% | Added |
| Blue Capital, Inc. | 3,618 | $1.64M | 1.16% | +3,618 | New |
| Tacita Capital Inc | 3,628 | $1.64M | 1.17% | −150−4.0% | Reduced |
| Landmark Wealth Management, Inc. | 3,628 | $1.64M | 0.80% | +604+20.0% | Added |
| Family CFO Inc | 3,639 | $1.65M | 0.91% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,640 | $1.65M | 0.17% | −2−0.1% | Reduced |
| StrongBox Wealth, LLC | 3,641 | $1.65M | 0.70% | +187+5.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,645 | $1.65M | 0.51% | +1,573+75.9% | Added |
| Corundum Group, Inc. | 3,647 | $1.65M | 0.62% | +2,088+133.9% | Added |
| PKS Advisory Services, LLC | 3,648 | $1.65M | 0.46% | +3,648 | New |
| Peak Retirement Planning, Inc. | 3,652 | $1.66M | 1.12% | +3,652 | New |
| Hoertkorn Richard Charles | 3,654 | $1.66M | 0.68% | −20−0.5% | Reduced |
| Crown Wealth Group, LLC | 3,660 | $1.66M | 0.67% | +37+1.0% | Added |
| Empire Financial Management Company, LLC | 3,661 | $1.66M | 0.52% | −1,415−27.9% | Reduced |
| Investment Advisory Group, LLC | 3,662 | $1.66M | 0.56% | +248+7.3% | Added |
| Paradigm Asset Management Co LLC | 3,664 | $1.66M | 0.45% | −1,200−24.7% | Reduced |
| IFG Advisors, LLC | 3,665 | $1.66M | 0.33% | +54+1.5% | Added |
| Convergence Investment Partners, LLC | 3,669 | $1.66M | 0.37% | −22−0.6% | Reduced |
| Cahill Wealth Management, LLC | 3,672 | $1.66M | 0.85% | +750+25.7% | Added |
| CMH Wealth Management LLC | 3,672 | $1.66M | 0.38% | +1,350+58.1% | Added |
| Value Partners Investments Inc. | 3,675 | $1.66M | 0.94% | +139+3.9% | Added |
| D.B. Root & Company, LLC | 3,676 | $1.67M | 0.53% | −52−1.4% | Reduced |
| Van Strum & Towne Inc. | 3,681 | $1.67M | 0.59% | +500+15.7% | Added |
| Sharkey, Howes & Javer | 3,688 | $1.67M | 0.23% | +8+0.2% | Added |
| Atwood & Palmer Inc | 3,691 | $1.67M | 0.11% | +7+0.2% | Added |
| Prudent Man Advisors, LLC | 3,626 | $1.68M | 0.61% | −319−8.1% | Reduced |
| Putney Financial Group LLC | 3,701 | $1.68M | 1.49% | +3,701 | New |
| Prossimo Advisors, LLC | 3,701 | $1.68M | 1.21% | −2−0.1% | Reduced |
| Guardian Partners Inc. | 3,718 | $1.68M | 0.17% | +3,718 | New |
| Gibraltar Capital Management, Inc. | 3,707 | $1.68M | 0.74% | +54+1.5% | Added |
| One River Asset Management, LLC | 3,722 | $1.68M | 2.52% | +3,722 | New |
| Umpqua Bank | 3,740 | $1.68M | 0.58% | +113+3.1% | Added |
| Galvin, Gaustad & Stein, LLC | 3,713 | $1.68M | 0.15% | −465−11.1% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 3,722 | $1.69M | 1.96% | +22+0.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,725 | $1.69M | 0.72% | 00.0% | Unchanged |
| Integrity Financial Corp | 3,727 | $1.69M | 0.97% | −86−2.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,739 | $1.69M | 0.85% | +89+2.4% | Added |
| Hemington Wealth Management | 3,740 | $1.70M | 0.43% | +247+7.1% | Added |