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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 185 | $260.2K | 0.05% | −389−67.8% | Reduced |
| Keating Investment Counselors Inc | 575 | $260.6K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $260.6K | 0.19% | 00.0% | Unchanged |
| Whitford Management LLC | 578 | $262.0K | 0.08% | −228−28.3% | Reduced |
| Blue Barn Wealth, LLC | 579 | $262.4K | 0.14% | −15−2.5% | Reduced |
| Verus Wealth Management, LLC | 581 | $263.4K | 0.30% | +581 | New |
| CWC Advisors, LLC. | 582 | $263.8K | 0.26% | +1+0.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 582 | $264.0K | 0.04% | −9−1.5% | Reduced |
| Requisite Capital Management, LLC | 583 | $264.3K | 0.05% | +583 | New |
| Sentinus, LLC | 585 | $265.2K | 0.08% | −461−44.1% | Reduced |
| Delap Wealth Advisory, LLC | 585 | $265.2K | 0.16% | −2−0.3% | Reduced |
| Narwhal Capital Management | 586 | $265.6K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 589 | $267.0K | 0.17% | −2−0.3% | Reduced |
| Aquire Wealth Advisors, LLC | 589 | $267.0K | 0.08% | +589 | New |
| LifeWealth Investments, LLC | 589 | $267.0K | 0.18% | +589 | New |
| Virtus Investment Advisers, Inc. | 590 | $267.4K | 0.21% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 592 | $268.3K | 0.17% | +22+3.9% | Added |
| Elefante Mark B | 592 | $268.3K | 0.25% | +592 | New |
| St. Clair Advisors, LLC | 593 | $268.8K | 0.08% | −65−9.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 593 | $268.8K | 0.06% | +17+3.0% | Added |
| Meadow Creek Wealth Advisors LLC | 594 | $269.2K | 0.19% | −50−7.8% | Reduced |
| Petredis Investment Advisors LLC | 595 | $269.7K | 0.03% | −12−2.0% | Reduced |
| Navis Wealth Advisors, LLC | 595 | $269.7K | 0.29% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 596 | $270.2K | 0.15% | +596 | New |
| Clarity Wealth Development LLC | 577 | $270.4K | 0.29% | +577 | New |
| West Bancorporation Inc | 600 | $272.0K | 0.18% | 00.0% | Unchanged |
| Notis-McConarty Edward | 600 | $272.0K | 0.13% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 600 | $272.0K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 600 | $272.0K | 0.14% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 600 | $272.0K | 0.14% | +100+20.0% | Added |
| Bawa N Mallick Trust | 600 | $272.0K | 0.12% | +600 | New |
| Sharpepoint LLC | 600 | $272.0K | 0.24% | +600 | New |
| PCG Wealth Advisors, LLC | 601 | $272.4K | 0.10% | +38+6.7% | Added |
| Lion Street Advisors, LLC | 602 | $272.9K | 0.09% | −18−2.9% | Reduced |
| Ariston Services Group | 602 | $272.9K | 0.24% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 602 | $272.9K | 0.16% | +602 | New |
| Kaydan Wealth Management, Inc. | 603 | $273.3K | 0.09% | 00.0% | Unchanged |
| Hart & Patterson Financial Group LLC | 604 | $273.8K | 0.13% | −2−0.3% | Reduced |
| Brewster Financial Planning LLC | 604 | $273.8K | 0.21% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $274.0K | 0.15% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 605 | $274.2K | 0.14% | 00.0% | Unchanged |
| Custos Family Office, LLC | 605 | $274.2K | 0.10% | +605 | New |
| Aspiring Ventures, LLC | 587 | $274.6K | 0.17% | +587 | New |
| InvesTrust | 608 | $274.9K | 0.08% | +608 | New |
| Royal Fund Management, LLC | 609 | $276.0K | 0.03% | −27−4.2% | Reduced |
| Reliant Investment Management, LLC | 609 | $276.0K | 0.12% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 610 | $276.5K | 0.11% | −77−11.2% | Reduced |
| Clark & Stuart, Inc | 610 | $276.5K | 0.20% | +610 | New |
| Pacific Wealth Management | 612 | $277.4K | 0.15% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 613 | $277.9K | 0.19% | −53−8.0% | Reduced |
| Loomis Sayles & Co L P | 614 | $278.0K | 0.00% | +129+26.6% | Added |
| Signature Wealth Management Group | 614 | $278.3K | 0.11% | +6+1.0% | Added |
| Kozak & Associates, Inc. | 614 | $278.5K | 0.06% | +64+11.6% | Added |
| Butensky & Cohen Financial Security, Inc | 615 | $278.8K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 615 | $278.8K | 0.14% | +14+2.3% | Added |
| Marathon Strategic Advisors, LLC | 616 | $279.2K | 0.30% | 00.0% | Unchanged |
| Exeter Financial, LLC | 617 | $279.7K | 0.13% | −130−17.4% | Reduced |
| Haven Private, LLC | 617 | $279.7K | 0.16% | +617 | New |
| Great Oak Capital Partners, LLC | 631 | $280.1K | 0.09% | −107−14.5% | Reduced |
| TSA Wealth Managment LLC | 618 | $280.1K | 0.11% | +46+8.0% | Added |
| Guardian Wealth Advisors, LLC | 619 | $280.6K | 0.18% | −10−1.6% | Reduced |
| PFS Partners, LLC | 620 | $281.0K | 0.15% | −94−13.2% | Reduced |
| Values First Advisors, Inc. | 621 | $281.5K | 0.15% | +621 | New |
| Vertex Planning Partners, LLC | 623 | $282.4K | 0.06% | +36+6.1% | Added |
| LifeGoal Wealth Advisors | 623 | $282.4K | 0.31% | +623 | New |
| Landmark Wealth Management, LLC | 624 | $283.0K | 0.13% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 626 | $283.8K | 0.14% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 619 | $283.8K | 0.20% | 00.0% | Unchanged |
| Wealth Advisors Northwest LLC | 627 | $284.2K | 0.19% | +627 | New |
| Sellwood Investment Partners LLC | 629 | $285.1K | 0.15% | +629 | New |
| Code Waechter LLC | 630 | $285.6K | 0.25% | −26−4.0% | Reduced |
| Swisher Financial Concepts, Inc. | 631 | $286.0K | 0.34% | −5−0.8% | Reduced |
| Flower City Capital | 632 | $286.5K | 0.18% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 632 | $286.5K | 0.15% | +50+8.6% | Added |
| Runnymede Capital Advisors, Inc. | 632 | $286.5K | 0.25% | +632 | New |
| Phillips Wealth Planners LLC | 649 | $287.3K | 0.29% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 635 | $287.8K | 0.03% | −87−12.0% | Reduced |
| Signal Tree Financial Partners LLC | 635 | $287.8K | 0.34% | +635 | New |
| Financial Advisory Corp | 636 | $288.0K | 0.10% | +58+10.0% | Added |
| Precedent Wealth Partners, LLC | 637 | $288.7K | 0.09% | −88−12.1% | Reduced |
| Cottage Street Advisors LLC | 640 | $290.1K | 0.15% | +100+18.5% | Added |
| MPWM Advisory Solutions, LLC | 641 | $290.6K | 0.21% | +641 | New |
| Corundum Trust Company, INC | 643 | $291.5K | 0.88% | −28−4.2% | Reduced |
| BostonPremier Wealth LLC | 643 | $291.5K | 0.18% | +643 | New |
| Founders Capital Management | 645 | $292.4K | 0.19% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 646 | $292.8K | 0.16% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 649 | $294.2K | 0.11% | +1+0.2% | Added |
| Shira Ridge Wealth Management | 649 | $294.2K | 0.14% | +30+4.8% | Added |
| First Washington CORP | 650 | $294.6K | 0.10% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 650 | $294.6K | 0.05% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 652 | $295.5K | 0.05% | +51+8.5% | Added |
| Investors Research Corp | 653 | $296.0K | 0.07% | +17+2.7% | Added |
| FFT Wealth Management LLC | 656 | $297.4K | 0.02% | +105+19.1% | Added |
| Bollard Group LLC | 660 | $299.0K | 0.01% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 660 | $299.2K | 0.24% | 00.0% | Unchanged |
| Matauro, LLC | 663 | $300.7K | 0.07% | +663 | New |
| Spahn Wealth & Retirement LLC | 664 | $301.0K | 0.20% | +664 | New |
| Clifford Group, LLC | 666 | $301.9K | 0.23% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 667 | $302.3K | 0.21% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 668 | $302.8K | 0.05% | +200+42.7% | Added |