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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.

Institutional holdersQ4 2024: 4,516 institutions
Q1 2021: 3,003 institutionsQ2 2021: 3,044 institutionsQ3 2021: 3,018 institutionsQ4 2021: 3,400 institutionsQ1 2022: 3,437 institutionsQ2 2022: 3,365 institutionsQ3 2022: 3,328 institutionsQ4 2022: 3,556 institutionsQ1 2023: 3,540 institutionsQ2 2023: 3,596 institutionsQ3 2023: 3,640 institutionsQ4 2023: 3,912 institutionsQ1 2024: 3,996 institutionsQ2 2024: 4,032 institutionsQ3 2024: 4,105 institutionsQ4 2024: 4,516 institutionsQ1 2025: 4,558 institutionsQ2 2025: 4,585 institutionsQ3 2025: 4,584 institutionsQ4 2025: 4,898 institutionsQ1 2026: 4,887 institutionsQ2 2026: 4,928 institutions
Value heldQ4 2024: $395.0B
Q1 2021: $225.5BQ2 2021: $243.1BQ3 2021: $233.6BQ4 2021: $253.0BQ1 2022: $300.8BQ2 2022: $228.8BQ3 2022: $223.1BQ4 2022: $259.6BQ1 2023: $257.1BQ2 2023: $287.0BQ3 2023: $296.6BQ4 2023: $303.8BQ1 2024: $356.9BQ2 2024: $349.5BQ3 2024: $396.3BQ4 2024: $395.0BQ1 2025: $467.6BQ2 2025: $425.8BQ3 2025: $439.7BQ4 2025: $452.2BQ1 2026: $436.4BQ2 2026: $460.4B
Institutions holding BRK.B and their total value by quarter
QuarterHoldersValue
Q2 20264,928$460.4B
Q1 20264,887$436.4B
Q4 20254,898$452.2B
Q3 20254,584$439.7B
Q2 20254,585$425.8B
Q1 20254,558$467.6B
Q4 20244,516$395.0B
Q3 20244,105$396.3B
Q2 20244,032$349.5B
Q1 20243,996$356.9B
Q4 20233,912$303.8B
Q3 20233,640$296.6B
Q2 20233,596$287.0B
Q1 20233,540$257.1B
Q4 20223,556$259.6B
Q3 20223,328$223.1B
Q2 20223,365$228.8B
Q1 20223,437$300.8B
Q4 20213,400$253.0B
Q3 20213,018$233.6B
Q2 20213,044$243.1B
Q1 20213,003$225.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2024.

Institutions holding BRK.B in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Wealth Partners, LLC494$223.9K0.05%+494New
Barry Investment Advisors, LLC495$224.4K0.07%00.0%Unchanged
Dunhill Financial, LLC496$224.8K0.10%+104+26.5%Added
North Ridge Wealth Advisors, Inc.498$225.6K0.16%−190−27.6%Reduced
USA Financial Portformulas Corp498$225.7K0.04%−22−4.2%Reduced
Joule Financial, LLC499$226.2K0.08%−24−4.6%Reduced
Forefront Wealth Management Inc.499$226.2K0.21%+499New
Teachers Insurance & Annuity Association of America500$226.6K0.30%00.0%Unchanged
Ellerson Group Inc500$226.6K0.17%00.0%Unchanged
Tran Capital Management, L.P.500$226.6K0.03%00.0%Unchanged
Kimelman & Baird, LLC500$226.6K0.02%00.0%Unchanged
Drexel Morgan & Co.500$226.6K0.05%00.0%Unchanged
Raub Brock Capital Management LP500$226.6K0.05%00.0%Unchanged
Stanley-Laman Group, Ltd.500$226.6K0.03%00.0%Unchanged
RiverTree Advisors, LLC500$226.6K0.15%00.0%Unchanged
Fee-Only Financial Planning, L.C.500$226.6K0.15%00.0%Unchanged
Cascade Wealth Advisors, Inc500$226.6K0.15%00.0%Unchanged
LGT Financial Advisors LLC500$226.6K0.50%+500New
Decker Retirement Planning Inc.500$226.6K0.13%+500New
ADG Wealth Management Group, LLC500$226.6K0.20%+500New
OMNI 360 Wealth, Inc.502$227.5K0.15%−672−57.2%Reduced
Copperleaf Capital, LLC502$227.6K0.14%00.0%Unchanged
Minot DeBlois Advisors LLC505$228.9K0.21%+505New
Dechtman Wealth Management, LLC505$228.9K0.04%+505New
West Chester Capital Advisors, Inc506$229.4K0.12%+506New
SoundView Advisors Inc.508$230.0K0.09%+508New
B&L Asset Management LLC510$231.2K0.15%−19−3.6%Reduced
Castleview Partners, LLC513$231.4K0.12%+31+6.4%Added
Tenret Co LLC511$231.6K0.15%−88−14.7%Reduced
Conrad Siegel Investment Advisors, Inc.511$231.6K0.06%00.0%Unchanged
Delta Wealth Advisors LLC511$231.6K0.22%+41+8.7%Added
Towercrest Capital Management512$232.1K0.04%00.0%Unchanged
Meredith Wealth Planning512$232.1K0.10%+512New
Anchor Pointe Wealth Management, LLC515$232.9K0.30%+515New
Valued Retirements, Inc.515$233.4K0.31%00.0%Unchanged
O'Connor Financial Group LLC516$233.9K0.12%+17+3.4%Added
Rainey & Randall Investment Management Inc.518$234.8K0.05%00.0%Unchanged
LifePlan Investment Advisors, Inc.518$234.8K0.15%+3+0.6%Added
Nixon Capital, LLC510$234.9K0.07%00.0%Unchanged
Quad-Cities Investment Group, LLC519$235.3K0.12%+20+4.0%Added
Dillon & Associates Inc520$236.0K0.03%00.0%Unchanged
Avenue 1 Advisors, LLC522$236.6K0.09%+3+0.6%Added
Seaside Wealth Management, Inc.522$236.6K0.09%+10+2.0%Added
Libra Wealth LLC524$237.5K0.09%00.0%Unchanged
Strathmore Capital Advisors, Inc.525$238.0K0.17%+525New
Texas Capital Bancshares Inc526$238.4K0.10%−5−0.9%Reduced
TD Capital Management LLC526$238.4K0.02%00.0%Unchanged
Trellis Wealth Advisors LLC526$238.4K0.12%00.0%Unchanged
Argent Advisors, Inc.529$239.8K0.09%+8+1.5%Added
Beacon Bridge Wealth Partners, LLC530$240.2K0.10%00.0%Unchanged
MB, Levis & Associates, LLC530$240.2K0.12%00.0%Unchanged
Equita Financial Network, Inc.530$240.3K0.09%−5−0.9%Reduced
RBA Wealth Management, LLC532$241.1K0.09%−124−18.9%Reduced
Independent Solutions Wealth Management, LLC533$241.6K0.05%00.0%Unchanged
Williams Financial, LLC533$241.6K0.15%00.0%Unchanged
FSA Advisors, Inc.533$241.6K0.30%+533New
Fieldview Capital Management, LLC533$241.6K0.04%+533New
Sit Investment Associates Inc533$242.0K0.01%00.0%Unchanged
Virginia Wealth Management Group, Inc.534$242.1K0.15%00.0%Unchanged
Squire Investment Management Company, LLC534$242.1K0.11%+534New
Chatham Capital Group, Inc.535$242.5K0.04%00.0%Unchanged
Compass Planning Associates Inc536$243.0K0.25%+536New
Kinloch Capital, LLC538$243.9K0.12%−5−0.9%Reduced
Prepared Retirement Institute LLC538$243.9K0.14%+29+5.7%Added
Auour Investments LLC521$244.2K0.09%00.0%Unchanged
GenWealth Group, Inc.539$244.3K0.06%−93−14.7%Reduced
Mirabaud & Cie SA541$245.2K0.08%−150−21.7%Reduced
GoalFusion Wealth Management, LLC541$245.2K0.13%−28−4.9%Reduced
Summit Investment Advisory Services, LLC542$245.7K0.13%+16+3.0%Added
Apeiron RIA LLC542$245.7K0.07%+84+18.3%Added
Perkins Coie Trust Co544$246.6K0.05%00.0%Unchanged
Hughes Financial Services, LLC545$247.0K0.05%+545New
Paladin Advisory Group, LLC549$248.9K0.19%−60−9.9%Reduced
Camelot Technology Advisors, Inc.549$248.9K0.23%+26+5.0%Added
Manuka Financial, LLC550$249.3K0.17%+550New
Single Point Partners, LLC553$251.0K0.06%−98−15.1%Reduced
Centricity Wealth Management, LLC554$251.1K0.23%+554New
TradeWell Securities, LLC.554$251.1K0.13%+554New
TL Private Wealth548$251.3K0.11%00.0%Unchanged
Stegner Investment Associates Inc.557$252.5K0.17%00.0%Unchanged
Sar Wealth Management Group, LLC557$252.5K0.17%+80+16.8%Added
Eaton-Cambridge Inc.558$252.9K0.11%+558New
Seven Springs Wealth Group, LLC559$253.4K0.09%+559New
McElhenny Sheffield Capital Management, LLC560$253.8K0.09%+39+7.5%Added
Core Wealth Advisors, Inc.561$254.3K0.08%+30+5.6%Added
Hutchens & Kramer Investment Management Group, LLC562$254.7K0.14%00.0%Unchanged
Capstone Wealth Management, LLC562$254.7K0.25%+562New
Bank of Jackson Hole Trust562$254.7K0.17%+562New
Winthrop Capital Management, LLC565$255.0K0.07%+3+0.5%Added
EntryPoint Capital, LLC563$255.2K0.11%+125+28.5%Added
Newport Capital Group, LLC564$255.7K0.19%−9−1.6%Reduced
Global Wealth Strategies & Associates566$256.6K0.08%−6−1.0%Reduced
HTG Investment Advisors, Inc.567$257.0K0.12%−353−38.4%Reduced
Bank Ozk568$257.5K0.11%−26−4.4%Reduced
Ascent Wealth Partners, LLC569$257.9K0.03%00.0%Unchanged
LPF Advisors LLC569$257.9K0.22%00.0%Unchanged
Encompass More Asset Management570$258.4K0.09%+89+18.5%Added
Dixon Fnancial Services, Inc.571$258.8K0.14%+571New
Momentous Wealth Management, Inc.571$258.8K0.21%+571New
Second Half Financial Partners, LLC572$259.3K0.13%−29−4.8%Reduced