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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 669 | $303.2K | 0.24% | 00.0% | Unchanged |
| Lavaca Capital LLC | 670 | $303.7K | 0.13% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 670 | $303.7K | 0.08% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 671 | $304.2K | 0.14% | −59−8.1% | Reduced |
| Delos Wealth Advisors, LLC | 671 | $304.2K | 0.24% | +70+11.6% | Added |
| Tobias Financial Advisors, Inc. | 672 | $304.6K | 0.06% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 673 | $305.0K | 0.16% | +10+1.5% | Added |
| Tableaux LLC | 673 | $305.1K | 0.25% | +673 | New |
| Conservest Capital Advisors, Inc. | 675 | $306.0K | 0.03% | −2−0.3% | Reduced |
| OxenFree Capital LLC | 676 | $306.4K | 0.23% | +676 | New |
| Kendall Capital Management | 678 | $307.3K | 0.09% | −10−1.5% | Reduced |
| Twin Focus Capital Partners, LLC | 679 | $307.8K | 0.05% | −50−6.9% | Reduced |
| Acima Private Wealth, LLC | 679 | $307.8K | 0.10% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 670 | $308.1K | 0.12% | 00.0% | Unchanged |
| FreeGulliver LLC | 680 | $308.2K | 0.16% | −303−30.8% | Reduced |
| Luminist Capital LLC | 680 | $308.2K | 0.54% | +680 | New |
| RPS Advisory Solutions LLC | 681 | $308.7K | 0.19% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $309.1K | 0.16% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 685 | $310.5K | 0.29% | +685 | New |
| Heritage Wealth Management, Inc. | 687 | $311.4K | 0.27% | +11+1.6% | Added |
| Planning Directions Inc | 688 | $311.9K | 0.18% | −43−5.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 688 | $311.9K | 0.18% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 689 | $312.3K | 0.17% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 689 | $312.3K | 0.06% | +689 | New |
| Graney & King, LLC | 690 | $312.8K | 0.24% | +690 | New |
| Plum Street Advisors, LLC | 691 | $313.2K | 0.15% | +100+16.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 693 | $314.1K | 0.12% | −30−4.1% | Reduced |
| Montgomery Investment Management Inc | 694 | $314.6K | 0.12% | 00.0% | Unchanged |
| Awm Capital, LLC | 694 | $314.7K | 0.04% | +35+5.3% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 696 | $315.5K | 0.13% | +696 | New |
| HighMark Wealth Management LLC | 697 | $316.2K | 0.18% | +277+66.0% | Added |
| William Mack & Associates, Inc. | 698 | $316.2K | 0.33% | +698 | New |
| Refined Wealth Management | 698 | $316.4K | 0.24% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $317.0K | 0.13% | 00.0% | Unchanged |
| Maren Capital LLC | 700 | $317.3K | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 700 | $317.3K | 0.05% | +700 | New |
| Tamar Securities, LLC | 700 | $317.3K | 0.04% | −87−11.1% | Reduced |
| One + One Wealth Management, LLC | 701 | $317.7K | 0.19% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 702 | $318.2K | 0.24% | +10+1.4% | Added |
| Brio Consultants, LLC | 706 | $320.0K | 0.05% | −242−25.5% | Reduced |
| Asio Capital, LLC | 707 | $320.5K | 0.06% | −94−11.7% | Reduced |
| Kaizen Financial Strategies | 707 | $320.5K | 0.18% | +20+2.9% | Added |
| Scarborough Advisors, LLC | 708 | $320.9K | 0.05% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 709 | $321.4K | 0.34% | +709 | New |
| Eastover Investment Advisors LLC | 711 | $322.3K | 0.15% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 712 | $322.7K | 0.29% | −918−56.3% | Reduced |
| Headland Capital, LLC | 712 | $322.7K | 0.11% | +712 | New |
| Northeast Financial Group, Inc. | 714 | $323.6K | 0.12% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 715 | $324.1K | 0.26% | +35+5.1% | Added |
| Meridian Management Co | 715 | $324.1K | 0.09% | +85+13.5% | Added |
| Hill Island Financial LLC | 715 | $324.2K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 719 | $326.0K | 0.13% | −3,363−82.4% | Reduced |
| Lockerman Financial Group, Inc. | 720 | $326.4K | 0.56% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 720 | $326.4K | 0.11% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 720 | $326.4K | 0.29% | +720 | New |
| Foguth Wealth Management, LLC. | 706 | $327.0K | 0.09% | +74+11.7% | Added |
| Biltmore Wealth Management, LLC | 723 | $327.7K | 0.14% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 725 | $328.6K | 0.15% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 725 | $328.6K | 0.22% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 729 | $330.4K | 0.15% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 729 | $330.4K | 0.20% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 731 | $331.3K | 0.23% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 731 | $331.3K | 0.26% | +731 | New |
| Maxwell Wealth Strategies Inc. | 733 | $332.3K | 0.14% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 734 | $332.7K | 0.18% | +249+51.3% | Added |
| Eagle Rock Investment Company, LLC | 734 | $332.7K | 0.06% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 735 | $333.2K | 0.12% | 00.0% | Unchanged |
| WorthPointe, LLC | 735 | $333.2K | 0.14% | +14+1.9% | Added |
| Stewardship Advisors, LLC | 736 | $333.6K | 0.09% | +41+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 739 | $335.1K | 0.11% | −8−1.1% | Reduced |
| DKM Wealth Management, Inc. | 740 | $335.5K | 0.32% | +740 | New |
| Wiser Wealth Management, Inc | 741 | $335.9K | 0.09% | +126+20.5% | Added |
| GatePass Capital, LLC | 741 | $336.0K | 0.37% | +741 | New |
| Kingdom Financial Group LLC. | 742 | $336.3K | 0.23% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 743 | $336.8K | 0.04% | −363−32.8% | Reduced |
| Adams Asset Advisors, LLC | 744 | $337.2K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 746 | $338.1K | 0.08% | +41+5.8% | Added |
| Rather & Kittrell, Inc. | 748 | $339.1K | 0.08% | +15+2.0% | Added |
| Western Financial Corp | 749 | $339.5K | 0.19% | +170+29.4% | Added |
| Mawer Investment Management Ltd. | 750 | $340.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 750 | $340.0K | 0.54% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 754 | $341.8K | 0.08% | +14+1.9% | Added |
| Midwest Professional Planners, LTD. | 755 | $342.2K | 0.10% | 00.0% | Unchanged |
| Mason & Associates, LLC | 755 | $342.2K | 0.10% | +70+10.2% | Added |
| Plan Group Financial, LLC | 758 | $343.7K | 0.18% | 00.0% | Unchanged |
| Community Bank, N.A. | 760 | $344.5K | 0.04% | −20−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 760 | $344.5K | 0.04% | −887−53.9% | Reduced |
| Northern Oak Wealth Management Inc | 760 | $344.5K | 0.04% | +12+1.6% | Added |
| Axis Wealth Partners, LLC | 762 | $345.2K | 0.29% | +762 | New |
| Members Advisory Group LLC | 763 | $345.9K | 0.14% | +327+75.0% | Added |
| Invenio Wealth Partners LLC | 767 | $347.7K | 0.15% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 769 | $348.6K | 0.13% | +22+2.9% | Added |
| Kraft, Davis & Associates, LLC | 741 | $348.9K | 0.10% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 771 | $349.5K | 0.22% | +771 | New |
| Covenant Partners, LLC | 772 | $349.9K | 0.11% | +14+1.8% | Added |
| JDM Financial Group LLC | 773 | $350.4K | 0.18% | −66−7.9% | Reduced |
| Meridian Financial, LLC | 773 | $350.4K | 0.24% | −15−1.9% | Reduced |
| Betterment LLC | 774 | $351.0K | 0.00% | +93+13.7% | Added |
| IVC Wealth Advisors LLC | 775 | $351.3K | 0.20% | +8+1.0% | Added |
| Latko Wealth Management, Ltd. | 778 | $353.0K | 0.21% | 00.0% | Unchanged |