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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 998 | $452.0K | 0.34% | −3,382−77.2% | Reduced |
| Cannon Wealth Management Services, LLC | 975 | $453.0K | 0.39% | −13−1.3% | Reduced |
| Idaho Trust Bank | 1,000 | $453.3K | 0.23% | 00.0% | Unchanged |
| Grace & White Inc | 1,000 | $453.3K | 0.08% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $453.3K | 0.06% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 1,000 | $453.3K | 0.11% | +1,000 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $453.7K | 0.01% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,002 | $454.2K | 0.15% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,002 | $454.2K | 0.22% | +11+1.1% | Added |
| Cranbrook Wealth Management, LLC | 1,003 | $454.6K | 0.11% | 00.0% | Unchanged |
| W Advisors, LLC | 1,004 | $455.1K | 0.28% | +10+1.0% | Added |
| Dividend Assets Capital, LLC | 1,005 | $455.5K | 0.09% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,005 | $455.5K | 0.29% | +55+5.8% | Added |
| US Asset Management LLC | 1,007 | $456.0K | 0.41% | −70−6.5% | Reduced |
| Guidance Point Advisors, LLC | 1,007 | $456.7K | 0.13% | −58−5.4% | Reduced |
| RHS Financial, LLC | 1,008 | $456.9K | 0.24% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,011 | $458.0K | 0.19% | +323+46.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,018 | $458.1K | 0.16% | +1,018 | New |
| Dark Forest Capital Management LP | 1,012 | $458.7K | 0.07% | −4,164−80.4% | Reduced |
| Iron Financial, LLC | 1,013 | $459.2K | 0.26% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,014 | $459.6K | 0.32% | 00.0% | Unchanged |
| Hara Capital LLC | 1,015 | $460.1K | 0.29% | 00.0% | Unchanged |
| Roxbury Financial LLC | 956 | $461.8K | 0.45% | +956 | New |
| BCO Wealth Management LLC | 1,019 | $461.9K | 0.38% | +1,019 | New |
| APCM Wealth Management for Individuals | 1,020 | $462.3K | 0.07% | −20−1.9% | Reduced |
| Noble Wealth Management PBC | 1,022 | $463.3K | 0.32% | +1,022 | New |
| Hamilton Wealth, LLC | 1,024 | $464.2K | 0.11% | −25−2.4% | Reduced |
| Syntax Research, Inc. | 1,024 | $464.2K | 0.33% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,024 | $464.2K | 0.20% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,025 | $464.6K | 0.47% | −3−0.3% | Reduced |
| Payne Capital Management, LLC | 1,028 | $466.0K | 0.20% | +1,028 | New |
| Stone Point Wealth LLC | 1,029 | $466.4K | 0.16% | −70−6.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,029 | $466.4K | 0.17% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,032 | $468.0K | 0.20% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,034 | $468.7K | 0.22% | +189+22.4% | Added |
| Flaharty Asset Management, LLC | 1,036 | $469.6K | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,040 | $471.7K | 0.09% | +47+4.7% | Added |
| Donald L. Hagan, LLC | 1,041 | $471.9K | 0.25% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 1,043 | $472.8K | 0.14% | −250−19.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,051 | $476.4K | 0.93% | −1,817−63.4% | Reduced |
| Oxler Private Wealth LLC | 1,051 | $476.4K | 0.16% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,054 | $477.8K | 0.19% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,055 | $478.2K | 0.33% | +1,055 | New |
| OneAscent Family Office, LLC | 1,058 | $480.0K | 0.87% | +1,058 | New |
| Prudent Investors Network | 1,064 | $482.3K | 0.14% | 00.0% | Unchanged |
| Quartz Partners, LLC | 1,068 | $484.0K | 0.29% | +11+1.0% | Added |
| Insight Financial Services | 1,069 | $484.6K | 0.38% | +429+67.0% | Added |
| International Private Wealth Advisors LLC | 1,072 | $485.9K | 0.48% | +1,072 | New |
| Mma Asset Management LLC | 1,079 | $489.1K | 0.21% | −551−33.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,079 | $489.1K | 0.22% | +90+9.1% | Added |
| Rockline Wealth Management, LLC | 1,079 | $489.1K | 0.13% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,037 | $489.8K | 0.36% | +1,037 | New |
| Climber Capital SA | 1,082 | $489.9K | 0.40% | +1,082 | New |
| German American Bancorp, Inc. | 1,082 | $490.4K | 0.05% | +30+2.9% | Added |
| Columbia Advisory Partners LLC | 1,084 | $491.4K | 0.46% | +78+7.8% | Added |
| Kennedy Investment Group | 1,086 | $492.3K | 0.22% | +4+0.4% | Added |
| Keener Financial Planning LLC | 1,088 | $493.0K | 0.29% | +32+3.0% | Added |
| Bank & Trust Co | 1,088 | $493.2K | 0.41% | +31+2.9% | Added |
| Gutierrez Wealth Advisory, LLC | 1,088 | $493.2K | 0.41% | +1,088 | New |
| Mayfair Advisory Group, LLC | 1,090 | $494.1K | 0.29% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 1,091 | $495.0K | 0.26% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,048 | $495.4K | 0.14% | +233+28.6% | Added |
| Chico Wealth RIA | 1,094 | $495.9K | 0.43% | +21+2.0% | Added |
| Fidato Wealth LLC | 1,095 | $496.3K | 0.37% | +1,095 | New |
| Barings LLC | 1,096 | $496.8K | 0.01% | −54−4.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,096 | $496.8K | 0.50% | +595+118.8% | Added |
| Barnes Wealth Management Group, Inc | 1,097 | $497.2K | 0.33% | +1,097 | New |
| Certior Financial Group, LLC | 1,099 | $498.2K | 0.44% | +1,099 | New |
| Wilson & Boucher Capital Management, LLC | 1,105 | $500.9K | 0.35% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,108 | $502.2K | 0.11% | +26+2.4% | Added |
| Synergy Financial Group, LTD | 1,108 | $502.2K | 0.42% | +84+8.2% | Added |
| Theory Financial LLC | 1,108 | $502.2K | 0.21% | +1,108 | New |
| West Paces Advisors Inc. | 1,109 | $502.7K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,109 | $502.7K | 0.13% | +203+22.4% | Added |
| Clark Financial Services Group Inc | 1,109 | $503.0K | 0.38% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,112 | $504.0K | 0.20% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,114 | $505.0K | 0.11% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,114 | $505.0K | 0.25% | +109+10.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,115 | $505.4K | 0.12% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,118 | $506.9K | 0.27% | +151+15.6% | Added |
| Crews Bank & Trust | 1,119 | $507.2K | 0.09% | +1,119 | New |
| Omega Financial Group, LLC | 1,120 | $507.7K | 0.19% | −65−5.5% | Reduced |
| PACK Private Wealth, LLC | 1,120 | $507.7K | 0.30% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,122 | $508.6K | 0.14% | +827+280.3% | Added |
| Angeles Investment Advisors, LLC | 1,123 | $509.0K | 0.02% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 1,123 | $509.0K | 0.37% | +133+13.4% | Added |
| Taurus Asset Management, LLC | 1,125 | $509.9K | 0.05% | −25−2.2% | Reduced |
| Flywheel Private Wealth LLC | 1,125 | $509.9K | 0.47% | +1,125 | New |
| Viewpoint Capital Management LLC | 1,126 | $510.4K | 0.27% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,129 | $511.8K | 0.22% | −129−10.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,129 | $511.8K | 0.02% | −7−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,129 | $511.9K | 0.25% | +22+2.0% | Added |
| Aspect Partners, LLC | 1,132 | $513.1K | 0.30% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 1,132 | $513.1K | 0.09% | +23+2.1% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 1,132 | $513.1K | 0.26% | 00.0% | Unchanged |
| Caxton Corp | 1,133 | $513.6K | 3.09% | −18−1.6% | Reduced |
| Burrus Financial Services, Inc. | 1,136 | $515.1K | 0.26% | 00.0% | Unchanged |
| Allie Family Office LLC | 1,130 | $516.1K | 0.29% | +250+28.4% | Added |
| Concorde Asset Management, LLC | 1,139 | $516.3K | 0.27% | −1,060−48.2% | Reduced |
| Advocate Group LLC | 1,139 | $516.3K | 0.10% | +1,139 | New |