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
- 4,517
- +493 vs. Q3 2024
- Shares held
- 873.6M
- +6.61M (+0.8%) vs. Q3 2024
- Total value
- $395.0B
- +$941.9M (+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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| LVZ Advisors, Inc. | 781 | $354.0K | 0.05% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 781 | $354.0K | 0.32% | +70+9.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 782 | $354.5K | 0.24% | −90−10.3% | Reduced |
| Somerset Trust Co | 783 | $354.9K | 0.13% | −750−48.9% | Reduced |
| Lighthouse Wealth Management Inc. | 783 | $354.9K | 0.33% | +783 | New |
| Oak Wealth Advisors LLC | 784 | $355.4K | 0.27% | +784 | New |
| Carolina Wealth Advisors, LLC | 785 | $355.8K | 0.19% | −717−47.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 785 | $355.8K | 0.04% | −112−12.5% | Reduced |
| Chiron Capital Management, LLC | 786 | $356.3K | 0.34% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 756 | $356.5K | 0.35% | −12−1.6% | Reduced |
| Widmann Financial Services, Inc. | 790 | $358.1K | 0.28% | 00.0% | Unchanged |
| jvl associates llc | 790 | $358.1K | 0.14% | +8+1.0% | Added |
| Vestia Personal Wealth Advisors | 790 | $358.1K | 0.29% | +89+12.7% | Added |
| Prosperity Wealth Management, Inc. | 791 | $358.5K | 0.15% | −2,097−72.6% | Reduced |
| Cannon Advisors, Inc. | 792 | $359.0K | 0.31% | +128+19.3% | Added |
| Coastal Investment Advisors, Inc. | 792 | $359.2K | 0.15% | −1,152−59.3% | Reduced |
| Fairfield, Bush & Co. | 793 | $359.5K | 0.21% | −61−7.1% | Reduced |
| ACT Advisors, LLC. | 794 | $359.9K | 0.19% | −103−11.5% | Reduced |
| Plotkin Financial Advisors, LLC | 795 | $360.4K | 0.21% | 00.0% | Unchanged |
| Moment Partners, LLC | 795 | $360.4K | 0.07% | +795 | New |
| Fischer Investment Strategies, LLC | 796 | $360.8K | 0.29% | +796 | New |
| Ehrlich Financial Group | 797 | $361.3K | 0.26% | −30−3.6% | Reduced |
| Maltin Wealth Management, Inc. | 797 | $361.3K | 0.18% | 00.0% | Unchanged |
| West Wealth Group, LLC | 798 | $361.7K | 0.11% | −27−3.3% | Reduced |
| Instrumental Wealth, LLC | 756 | $361.9K | 0.34% | +8+1.1% | Added |
| Golden Road Advisors LLC | 799 | $362.2K | 0.27% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 799 | $362.2K | 0.15% | +1+0.1% | Added |
| Connors Investor Services Inc | 800 | $362.6K | 0.03% | 00.0% | Unchanged |
| Friedenthal Financial | 800 | $362.6K | 0.21% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 800 | $362.6K | 0.17% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $362.6K | 0.12% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $362.6K | 0.14% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 804 | $364.4K | 0.16% | +804 | New |
| Ferguson Shapiro LLC | 809 | $366.7K | 0.14% | 00.0% | Unchanged |
| Entrewealth, LLC | 802 | $366.8K | 0.34% | +802 | New |
| Harrell Investment Partners, LLC | 810 | $367.2K | 0.10% | 00.0% | Unchanged |
| Everest Management Corp. | 810 | $367.2K | 0.32% | +810 | New |
| Left Brain Wealth Management, LLC | 811 | $367.6K | 0.14% | −37−4.4% | Reduced |
| Shorepoint Capital Partners LLC | 811 | $367.6K | 0.08% | +2+0.2% | Added |
| Keystone Financial Group, Inc. | 811 | $367.6K | 0.30% | +811 | New |
| Jacobson & Schmitt Advisors, LLC | 811 | $367.6K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 813 | $368.4K | 0.09% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 813 | $368.5K | 0.21% | +9+1.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 804 | $368.8K | 0.17% | +2+0.2% | Added |
| Ruggaard & Associates LLC | 814 | $369.0K | 0.16% | +26+3.3% | Added |
| Clearview Wealth Advisors LLC | 818 | $370.8K | 0.28% | −199−19.6% | Reduced |
| Citrine Capital LLC | 818 | $370.8K | 0.27% | +818 | New |
| Clarity Capital Partners LLC | 819 | $371.2K | 0.19% | +8+1.0% | Added |
| Delaney Dennis R | 820 | $371.7K | 0.20% | −20−2.4% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 820 | $371.7K | 0.23% | −10−1.2% | Reduced |
| Kagan Cocozza Asset Management | 820 | $371.7K | 0.31% | +820 | New |
| Manchester Capital Management LLC | 824 | $373.5K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 825 | $374.0K | 0.03% | +337+69.1% | Added |
| Level Wealth Management LLC | 825 | $374.0K | 0.26% | +825 | New |
| Bay Capital Advisors, LLC | 825 | $374.0K | 0.30% | +825 | New |
| Howard Wealth Management, LLC | 827 | $374.9K | 0.20% | −55−6.2% | Reduced |
| FSA Wealth Management LLC | 827 | $374.9K | 0.15% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 827 | $374.9K | 0.26% | +289+53.7% | Added |
| Central Bank & Trust Co | 828 | $375.3K | 0.06% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 830 | $376.2K | 0.29% | −87−9.5% | Reduced |
| MainStreet Investment Advisors LLC | 831 | $376.7K | 0.05% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 832 | $377.1K | 0.43% | +832 | New |
| Promethium Advisors,llc | 833 | $377.6K | 0.26% | +20+2.5% | Added |
| Resolute Partners Group | 836 | $378.9K | 0.08% | +836 | New |
| Affinity Investment Advisors, LLC | 837 | $379.4K | 0.32% | −90−9.7% | Reduced |
| BIP Alliance, LLC | 837 | $379.4K | 0.16% | +837 | New |
| Enclave Advisors LLC | 840 | $380.8K | 0.06% | −50−5.6% | Reduced |
| Hallmark Capital Management Inc | 841 | $381.2K | 0.03% | −100−10.6% | Reduced |
| Fortis Advisors, LLC | 844 | $382.6K | 0.25% | −2−0.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 844 | $382.6K | 0.19% | +844 | New |
| HFG Advisors, Inc. | 844 | $382.6K | 0.33% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 845 | $383.0K | 0.10% | −5−0.6% | Reduced |
| Cypress Capital, LLC | 847 | $383.9K | 0.11% | +847 | New |
| Lifelong Wealth Advisors, Inc. | 847 | $383.9K | 0.17% | +847 | New |
| ETF Store, Inc. | 849 | $384.8K | 0.48% | +203+31.4% | Added |
| AlphaMark Advisors, LLC | 849 | $385.0K | 0.17% | +110+14.9% | Added |
| Providence Capital Advisors, LLC | 852 | $386.2K | 0.08% | −7−0.8% | Reduced |
| Grantvest Financial Group LLC | 855 | $387.6K | 0.43% | +855 | New |
| Ocean Capital Management, LLC | 857 | $388.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 859 | $389.4K | 0.24% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 860 | $389.8K | 0.31% | +860 | New |
| Builder Investment Group Inc | 862 | $390.7K | 0.11% | −35−3.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 863 | $391.2K | 0.11% | +745+631.4% | Added |
| Astoria Strategic Wealth, Inc. | 864 | $391.6K | 0.12% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 865 | $392.1K | 0.33% | −125−12.6% | Reduced |
| South Plains Financial, Inc. | 867 | $393.0K | 0.30% | +867 | New |
| Lakeshore Financial Planning, Inc. | 867 | $393.0K | 0.17% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 868 | $393.4K | 0.43% | +868 | New |
| American Financial & Tax Strategies Inc | 868 | $393.5K | 0.20% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 869 | $393.9K | 0.24% | +73+9.2% | Added |
| Echo45 Advisors LLC | 870 | $394.6K | 0.26% | +24+2.8% | Added |
| Worth Financial Advisory Group, LLC | 872 | $395.3K | 0.24% | −25−2.8% | Reduced |
| NDVR, Inc. | 873 | $395.7K | 0.38% | +98+12.6% | Added |
| Cornerstone Planning Group LLC | 835 | $396.4K | 0.10% | +21+2.6% | Added |
| Carrera Capital Advisors | 875 | $396.6K | 0.09% | −11−1.2% | Reduced |
| Gibson Wealth Advisors LLC | 875 | $396.6K | 0.33% | 00.0% | Unchanged |
| Moller Financial Services | 877 | $397.5K | 0.10% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 878 | $398.0K | 0.07% | −287−24.6% | Reduced |
| Berkshire Bank | 880 | $398.9K | 0.09% | −155−15.0% | Reduced |
| Oxinas Partners Wealth Management LLC | 880 | $398.9K | 0.23% | +63+7.7% | Added |