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; 4,928 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
- 4,516
- +493 vs. Q3 2024
- Shares held
- 873.6M
- +6.61M (+0.8%) vs. Q3 2024
- Total value
- $395.0B
- +$942.0M (+0.2%) vs. Q3 2024
- New holders
- 587
- 1,725 more added
- Sold out
- 94
- 1,558 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Sherman Asset Management, Inc. | 260 | $117.9K | 0.11% | +260 | New |
| Murphy & Mullick Capital Management Corp | 265 | $120.1K | 0.11% | +265 | New |
| NWK Group, Inc. | 268 | $121.5K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 282 | $127.8K | 0.06% | −2−0.7% | Reduced |
| Silvant Capital Management LLC | 283 | $128.3K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 288 | $130.5K | 0.04% | 00.0% | Unchanged |
| Copia Wealth Management | 288 | $130.5K | 0.12% | +288 | New |
| Legacy Investment Solutions, LLC | 281 | $132.8K | 0.09% | −3−1.1% | Reduced |
| Legacy Wealth Managment, LLC | 281 | $132.8K | 0.09% | −3−1.1% | Reduced |
| Ramirez Asset Management, Inc. | 300 | $136.0K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 317 | $143.7K | 0.06% | −169−34.8% | Reduced |
| Perritt Capital Management Inc | 322 | $146.0K | 0.08% | 00.0% | Unchanged |
| Matrix Trust Co | 331 | $150.0K | 0.03% | +331 | New |
| Halbert Hargrove Global Advisors, LLC | 333 | $151.1K | 0.01% | +333 | New |
| Atlantic Edge Private Wealth Management, LLC | 335 | $151.8K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 355 | $160.9K | 0.11% | −6−1.7% | Reduced |
| Capital & Planning, LLC | 356 | $161.4K | 0.12% | +356 | New |
| Atala Financial Inc | 360 | $163.2K | 0.11% | +360 | New |
| DecisionPoint Financial, LLC | 366 | $165.9K | 0.05% | +1+0.3% | Added |
| POM Investment Strategies, LLC | 374 | $169.5K | 0.13% | 00.0% | Unchanged |
| Red Tortoise LLC | 376 | $170.4K | 0.09% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 377 | $170.9K | 0.09% | +377 | New |
| Cypress Capital Management LLC (WY) | 382 | $173.2K | 0.20% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 386 | $175.0K | 0.03% | +100+35.0% | Added |
| Gordian Capital Singapore Pte Ltd | 388 | $175.9K | 0.09% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 388 | $175.9K | 0.84% | +97+33.3% | Added |
| Stephenson National Bank & Trust | 389 | $176.3K | 0.06% | −45−10.4% | Reduced |
| 10Elms LLP | 390 | $176.8K | 0.18% | +390 | New |
| PSI Advisors, LLC | 392 | $177.7K | 0.05% | −23−5.5% | Reduced |
| Hoese & Co LLP | 400 | $181.3K | 0.16% | 00.0% | Unchanged |
| Marshall Wace, LLP | 400 | $181.3K | 0.00% | −300−42.9% | Reduced |
| Lowe Wealth Advisors, LLC | 405 | $183.6K | 0.08% | +223+122.5% | Added |
| MidAtlantic Capital Management, Inc. | 406 | $184.0K | 0.13% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 419 | $189.9K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 430 | $194.9K | 0.05% | 00.0% | Unchanged |
| Groupe la Francaise | 450 | $195.2K | 0.01% | +450 | New |
| Seneca Financial Advisors LLC | 442 | $200.5K | 0.10% | +442 | New |
| Rakuten Securities, Inc. | 443 | $200.8K | 0.08% | −220−33.2% | Reduced |
| Blue Investment Partners LLC | 446 | $202.2K | 0.07% | +446 | New |
| Austin Asset Management Co Inc | 446 | $202.3K | 0.04% | −131−22.7% | Reduced |
| Novus Advisors, LLC | 447 | $202.6K | 0.20% | +447 | New |
| Grange Capital, LLC | 447 | $202.6K | 0.21% | +447 | New |
| Kades & Cheifetz LLC | 448 | $203.1K | 0.10% | −692−60.7% | Reduced |
| Financial Network Wealth Advisors LLC | 449 | $203.5K | 0.38% | −2,169−82.8% | Reduced |
| Q Capital Solutions | 450 | $204.0K | 0.08% | 00.0% | Unchanged |
| Chris Bulman Inc | 451 | $204.4K | 0.13% | +451 | New |
| Curio Wealth, LLC | 452 | $204.9K | 0.11% | +452 | New |
| Davidson Investment Advisors | 454 | $205.8K | 0.01% | +454 | New |
| Blossom Wealth Management | 455 | $206.2K | 0.40% | +455 | New |
| Santori & Peters | 455 | $206.2K | 0.08% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 456 | $206.7K | 0.03% | +285+166.7% | Added |
| Five Pine Wealth Management | 456 | $206.7K | 0.17% | +456 | New |
| Jeppson Wealth Management, LLC | 457 | $207.1K | 0.08% | −11−2.4% | Reduced |
| Lane & Associates LLC | 444 | $208.1K | 0.11% | −529−54.4% | Reduced |
| Retirement Guys Formula LLC | 460 | $208.5K | 0.11% | −96−17.3% | Reduced |
| Davis-Rea Ltd. | 460 | $208.5K | 0.11% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 460 | $208.5K | 0.16% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 454 | $209.0K | 0.09% | 00.0% | Unchanged |
| SLT Holdings LLC | 462 | $209.4K | 0.20% | +462 | New |
| Stokes Capital Advisors, LLC | 462 | $209.4K | 0.05% | 00.0% | Unchanged |
| Paul R. Ried Financial Group, LLC | 463 | $209.9K | 0.15% | +463 | New |
| William Howard & Co Financial Advisors Inc | 464 | $210.0K | 0.19% | −65−12.3% | Reduced |
| GR Financial Group, LLC | 465 | $210.6K | 0.04% | −124−21.1% | Reduced |
| Thompson Davis & Co., Inc. | 465 | $210.8K | 0.14% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 466 | $211.2K | 0.15% | +20+4.5% | Added |
| Kirtland Hills Capital Management, LLC | 468 | $212.1K | 0.14% | +468 | New |
| Alterna Wealth Management, Inc | 470 | $213.0K | 0.18% | −15−3.1% | Reduced |
| Fluent Financial, LLC | 470 | $213.0K | 0.09% | +470 | New |
| Grant Private Wealth Management Inc | 470 | $213.0K | 0.23% | +470 | New |
| Biondo Investment Advisors, LLC | 471 | $213.5K | 0.03% | −25−5.0% | Reduced |
| Financial Advisory Corp | 471 | $213.5K | 0.04% | +471 | New |
| Fiduciary Planning LLC | 472 | $213.9K | 0.07% | −13−2.7% | Reduced |
| Secured Retirement Advisors, LLC | 472 | $213.9K | 0.12% | +8+1.7% | Added |
| VanderPol Investments L.L.C. | 472 | $213.9K | 0.47% | +31+7.0% | Added |
| HC Advisors, LLC | 472 | $214.0K | 0.17% | +472 | New |
| Soundwatch Capital LLC | 473 | $214.4K | 0.02% | +473 | New |
| Kooman & Associates | 474 | $214.9K | 0.08% | +15+3.3% | Added |
| MSA Advisors, LLC | 475 | $215.3K | 0.05% | 00.0% | Unchanged |
| Rogco, LP | 476 | $215.8K | 0.09% | 00.0% | Unchanged |
| Tandem Financial, LLC | 476 | $215.8K | 0.23% | +476 | New |
| Orgel Wealth Management, LLC | 477 | $216.2K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 477 | $216.2K | 0.14% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 479 | $217.1K | 0.20% | 00.0% | Unchanged |
| Infinity Wealth Counsel, LLC | 479 | $217.1K | 0.23% | +479 | New |
| Halter Ferguson Financial Inc. | 480 | $217.6K | 0.09% | +480 | New |
| Kraft Asset Management, LLC | 475 | $217.8K | 0.17% | +7+1.5% | Added |
| Cambria Investment Management, L.P. | 481 | $218.0K | 0.01% | +481 | New |
| A&I Financial Services, LLC | 481 | $218.0K | 0.21% | +481 | New |
| Slagle Financial, LLC | 482 | $218.4K | 0.10% | +4+0.8% | Added |
| Topel & Distasi Wealth Management, LLC | 485 | $219.8K | 0.09% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 486 | $220.3K | 0.13% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 482 | $221.0K | 0.07% | −130−21.2% | Reduced |
| SS&H Financial Advisors, Inc. | 488 | $222.0K | 0.08% | 00.0% | Unchanged |
| Beck Bode, LLC | 491 | $222.6K | 0.04% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 491 | $222.6K | 0.17% | +491 | New |
| Lansing Street Advisors | 491 | $222.6K | 0.08% | +491 | New |
| Caitong International Asset Management Co., Ltd | 491 | $222.6K | 0.22% | +491 | New |
| Elite Life Management LLC | 491 | $222.6K | 0.66% | +8+1.7% | Added |
| Wallace Advisory Group, LLC | 484 | $222.8K | 0.15% | +484 | New |
| Hidden Cove Wealth Management, LLC | 492 | $223.0K | 0.18% | +492 | New |