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 |
|---|---|---|---|---|---|
| Myecfo, LLC | 1,140 | $516.7K | 0.28% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,140 | $516.7K | 0.16% | +325+39.9% | Added |
| Virtue Capital Management, LLC | 1,141 | $517.2K | 0.10% | −506−30.7% | Reduced |
| New Millennium Group LLC | 1,142 | $517.6K | 0.30% | +12+1.1% | Added |
| BluePointe Capital Management, LLC | 1,146 | $519.5K | 0.30% | +489+74.4% | Added |
| Paulson Wealth Management Inc. | 1,149 | $520.8K | 0.14% | −12−1.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,150 | $521.3K | 0.10% | −230−16.7% | Reduced |
| Centennial Bank | 1,150 | $521.3K | 0.25% | −100−8.0% | Reduced |
| United Capital Management of KS, Inc. | 1,150 | $521.3K | 0.09% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 1,150 | $521.3K | 0.27% | +1,150 | New |
| Rock Point Advisors, LLC | 1,152 | $522.2K | 0.15% | −359−23.8% | Reduced |
| Kilter Group LLC | 1,153 | $522.6K | 0.34% | +1,153 | New |
| Marotta Asset Management | 1,162 | $524.2K | 0.11% | +8+0.7% | Added |
| Anson Capital, Inc. | 1,158 | $524.9K | 0.46% | −282−19.6% | Reduced |
| OneAscent Wealth Management LLC | 1,159 | $525.0K | 0.22% | +324+38.8% | Added |
| Commonwealth Retirement Investments LLC | 1,160 | $525.8K | 0.22% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $526.3K | 0.26% | −4−0.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 1,161 | $526.3K | 0.16% | +215+22.7% | Added |
| Redwood Financial Network Corp | 1,162 | $526.5K | 0.39% | −33−2.8% | Reduced |
| Stegent Equity Advisors, Inc. | 1,163 | $527.2K | 0.53% | +175+17.7% | Added |
| Conestoga Capital Advisors, LLC | 1,165 | $528.1K | 0.01% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 1,167 | $529.0K | 0.20% | +2+0.2% | Added |
| Finward Bancorp | 1,167 | $529.0K | 0.46% | +1,167 | New |
| Elyxium Wealth, LLC | 1,168 | $529.4K | 0.32% | −2,030−63.5% | Reduced |
| Sendero Wealth Management, LLC | 1,170 | $530.3K | 0.08% | +177+17.8% | Added |
| BCM Advisors, LLC | 1,120 | $530.6K | 0.12% | +50+4.7% | Added |
| Mendel Money Management | 1,171 | $530.8K | 0.24% | +25+2.2% | Added |
| Compass Financial Services Inc | 1,173 | $531.7K | 0.30% | +1,173 | New |
| Blue Sky Capital Consultants Group, Inc. | 1,173 | $531.7K | 0.32% | +1,173 | New |
| Persium Advisors, LLC | 1,174 | $532.2K | 0.52% | +1,174 | New |
| Gouws Capital LLC | 1,175 | $532.6K | 0.37% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,175 | $532.6K | 0.26% | +28+2.4% | Added |
| Luts & Greenleigh Group, Inc | 1,180 | $534.9K | 0.53% | +7+0.6% | Added |
| GW&K Investment Management, LLC | 1,181 | $535.0K | 0.00% | +13+1.1% | Added |
| GK Wealth Management LLC | 1,182 | $535.8K | 0.68% | +1,182 | New |
| Cedar Wealth Management, LLC | 1,183 | $536.2K | 0.19% | −175−12.9% | Reduced |
| Park Place Capital Corp | 1,186 | $537.6K | 0.15% | −18−1.5% | Reduced |
| NFC Investments, LLC | 1,186 | $538.0K | 0.15% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,188 | $538.5K | 0.13% | −2−0.2% | Reduced |
| DLK Investment Management, LLC | 1,191 | $539.9K | 0.23% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 1,192 | $540.3K | 1.45% | +1,192 | New |
| Keyvantage Wealth, LLC | 1,194 | $541.2K | 0.39% | +1,194 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,195 | $541.7K | 0.15% | −22,168−94.9% | Reduced |
| Slocum, Gordon & Co LLP | 1,197 | $542.6K | 0.45% | 00.0% | Unchanged |
| GFI Investment Counsel Ltd. | 1,197 | $542.6K | 0.06% | +1,197 | New |
| Veridan Wealth LLC | 1,168 | $542.7K | 0.25% | +1,168 | New |
| Petros Family Wealth, LLC | 1,198 | $543.0K | 0.59% | +1,198 | New |
| Brand Asset Management Group, Inc. | 1,198 | $543.0K | 0.22% | −28−2.3% | Reduced |
| L.K. Benson & Company, P.C. | 1,199 | $543.5K | 0.38% | +1,199 | New |
| NorthLanding Financial Partners, LLC | 1,199 | $543.7K | 0.55% | −6−0.5% | Reduced |
| Ascent Capital Management, LLC | 1,200 | $543.9K | 0.56% | +1,200 | New |
| Windsor Capital Management, LLC | 1,201 | $544.4K | 0.16% | +315+35.6% | Added |
| Threadgill Financial, LLC | 1,202 | $544.8K | 0.29% | +5+0.4% | Added |
| Bestgate Wealth Advisors, LLC | 1,202 | $544.8K | 1.09% | +1,202 | New |
| Kerntke Otto McGlone Wealth Management Group | 1,204 | $545.7K | 0.40% | −5−0.4% | Reduced |
| Bright Financial Advisors, Inc. | 1,204 | $545.7K | 0.34% | −5−0.4% | Reduced |
| City National Bank of Florida | 1,206 | $546.7K | 0.50% | +1,206 | New |
| BluePath Capital Management, LLC | 1,233 | $547.3K | 0.30% | −100−7.5% | Reduced |
| Sharp Financial Services, LLC | 1,208 | $547.6K | 0.42% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,208 | $547.6K | 0.14% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,208 | $547.6K | 0.17% | +200+19.8% | Added |
| Rialto Wealth Management, LLC | 1,209 | $548.0K | 0.18% | +1,209 | New |
| Guerra Advisors Inc | 1,212 | $549.4K | 0.30% | +1,212 | New |
| Ofc Financial Planning, LLC | 1,214 | $550.3K | 0.58% | +1,214 | New |
| Goldstein Advisors, LLC | 1,214 | $550.3K | 0.08% | +265+27.9% | Added |
| Fusion Family Wealth LLC | 1,216 | $551.2K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,217 | $551.6K | 0.12% | −56−4.4% | Reduced |
| Anson Funds Management LP | 1,218 | $552.1K | 0.07% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,219 | $552.5K | 0.20% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,249 | $552.9K | 0.13% | +78+6.7% | Added |
| R. W. Roge & Company, Inc. | 1,221 | $553.0K | 0.30% | 00.0% | Unchanged |
| Creekside Partners | 1,222 | $553.9K | 0.29% | 00.0% | Unchanged |
| Schwab Charitable Fund | 1,222 | $553.9K | 0.01% | +630+106.4% | Added |
| Willow Creek Wealth Management Inc. | 1,223 | $554.4K | 0.06% | −25−2.0% | Reduced |
| Souders Financial Advisors | 1,223 | $554.4K | 0.08% | +181+17.4% | Added |
| Madden Securities Corp | 1,224 | $554.8K | 0.22% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $555.7K | 0.26% | 00.0% | Unchanged |
| Orin Green Financial, LLC | – | $555.7K | 0.24% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $556.6K | 0.07% | 00.0% | Unchanged |
| Fire Capital Management LLC | 1,228 | $556.6K | 0.41% | +1,228 | New |
| Ade, LLC | 1,230 | $557.5K | 0.34% | −150−10.9% | Reduced |
| Brueske Advisory Services, LLC | 1,231 | $558.0K | 0.50% | +1,231 | New |
| Camelot Portfolios, LLC | 1,232 | $558.5K | 0.60% | −15−1.2% | Reduced |
| RF&L Wealth Management, LLC | 1,233 | $558.9K | 0.40% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,235 | $559.8K | 0.04% | +93+8.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,235 | $559.8K | 0.43% | +1,235 | New |
| Financial Advisors Network, Inc. | 1,237 | $560.7K | 0.09% | +1,237 | New |
| Accelerate Investment Advisors LLC | 1,237 | $560.9K | 0.49% | +59+5.0% | Added |
| Sunburst Financial Group, LLC | 1,239 | $561.6K | 0.14% | −1−0.1% | Reduced |
| RBF Capital, LLC | 1,241 | $562.5K | 0.03% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,241 | $562.5K | 0.84% | +1,241 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,241 | $562.5K | 0.03% | −1−0.1% | Reduced |
| Union Savings Bank | 1,243 | $563.4K | 0.28% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,246 | $564.8K | 0.17% | +736+144.3% | Added |
| New England Professional Planning Group Inc. | 1,247 | $565.2K | 0.28% | 00.0% | Unchanged |
| Strategent Financial, LLC | 1,248 | $565.7K | 0.56% | +1,248 | New |
| Client 1st Advisory Group, LLC | 1,249 | $566.1K | 0.22% | −10−0.8% | Reduced |
| Sanders Morris Harris LLC | 1,243 | $566.5K | 0.08% | −152−10.9% | Reduced |
| Rossby Financial, LCC | 1,253 | $568.0K | 0.36% | +1,253 | New |
| Fortitude Advisory Group L.L.C. | 1,254 | $568.4K | 0.34% | −141−10.1% | Reduced |