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; 4,929 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, Q2 2022
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 2022. 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
- 3,366
- −28 vs. Q1 2022
- Shares held
- 838.3M
- −10.2M (−1.2%) vs. Q1 2022
- Total value
- $228.8B
- −$69.2B (−23.2%) vs. Q1 2022
- New holders
- 134
- 1,412 more added
- Sold out
- 162
- 1,275 more reduced
44 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 4,929 | $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 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 3,123 | $853.0K | 0.59% | +1,354+76.5% | Added |
| Chelsea Counsel Co | 3,130 | $854.0K | 0.44% | 00.0% | Unchanged |
| Compton Capital Management Inc | 3,133 | $855.0K | 0.47% | −9,851−75.9% | Reduced |
| Paragon Capital Management LLC | 3,134 | $856.0K | 0.51% | −20−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,135 | $856.0K | 0.54% | +61+2.0% | Added |
| Great Diamond Partners, LLC | 3,158 | $862.0K | 0.29% | +67+2.2% | Added |
| Key Client Fiduciary Advisors, LLC | 3,165 | $864.0K | 0.85% | −41−1.3% | Reduced |
| Duncker Streett & Co Inc | 3,169 | $865.0K | 0.21% | −88−2.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,168 | $865.0K | 0.85% | −78−2.4% | Reduced |
| JB Capital LLC | 3,167 | $865.0K | 0.09% | +820+34.9% | Added |
| Narus Financial Partners, LLC | 3,173 | $866.3K | 0.55% | +24+0.8% | Added |
| Lantz Financial LLC | 3,178 | $868.0K | 0.39% | −350−9.9% | Reduced |
| Index Fund Advisors, Inc. | 3,179 | $868.0K | 0.07% | +125+4.1% | Added |
| Mason & Associates Inc | 3,191 | $871.0K | 0.31% | +408+14.7% | Added |
| Cornerstone Wealth Group, LLC | 3,199 | $873.0K | 0.18% | −95−2.9% | Reduced |
| KFA Private Wealth Group, LLC | 3,198 | $873.0K | 0.48% | +294+10.1% | Added |
| Flynn Zito Capital Management, LLC | 3,198 | $873.0K | 0.48% | +1,245+63.7% | Added |
| Legacy Financial Advisors, Inc. | 3,222 | $880.0K | 0.22% | −469−12.7% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,239 | $883.0K | 0.83% | −56−1.7% | Reduced |
| Financial Consulate, Inc | 3,235 | $883.0K | 0.41% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,235 | $883.0K | 0.45% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,244 | $886.0K | 0.10% | +3,244 | New |
| Van Strum & Towne Inc. | 3,256 | $889.0K | 0.38% | +100+3.2% | Added |
| First Bank & Trust | 3,262 | $891.0K | 0.29% | +292+9.8% | Added |
| PFS Investments Inc. | 3,267 | $892.0K | 0.02% | +677+26.1% | Added |
| Bank of Nova Scotia Trust Co | 3,283 | $896.0K | 0.09% | +155+5.0% | Added |
| DFPG Investments, LLC | 3,248 | $897.0K | 0.39% | +72+2.3% | Added |
| Auxano Advisors, LLC | 3,286 | $897.0K | 0.44% | +906+38.1% | Added |
| Private Capital Group, LLC | 3,288 | $898.0K | 0.68% | −1,986−37.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,290 | $898.0K | 0.20% | −300−8.4% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 3,295 | $900.0K | 0.34% | −70−2.1% | Reduced |
| Acorn Wealth Advisors, LLC | 3,297 | $900.0K | 0.71% | −8−0.2% | Reduced |
| Riverbridge Partners LLC | 3,300 | $901.0K | 0.01% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,301 | $901.0K | 0.64% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,308 | $903.0K | 0.32% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,274 | $904.0K | 0.22% | −425−11.5% | Reduced |
| MV Capital Management, Inc. | 3,313 | $905.0K | 0.15% | +27+0.8% | Added |
| Fernwood Investment Management, LLC | 3,315 | $905.0K | 0.39% | +52+1.6% | Added |
| Capital Financial Planning, LLC | 3,317 | $906.0K | 0.37% | −32−1.0% | Reduced |
| Tranquilli Financial Advisor LLC | 3,318 | $906.0K | 0.69% | +134+4.2% | Added |
| Colonial River Wealth Management, LLC | 3,323 | $907.0K | 0.59% | +1,619+95.0% | Added |
| Capital Analysts, LLC | 3,328 | $909.0K | 0.06% | +20+0.6% | Added |
| Camden Capital, LLC | 3,336 | $911.0K | 0.24% | −6,560−66.3% | Reduced |
| Simon Quick Advisors, LLC | 3,119 | $911.0K | 0.12% | −512−14.1% | Reduced |
| Northwest Investment Counselors, LLC | 3,345 | $913.0K | 0.28% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,346 | $914.0K | 0.05% | +2,000+148.6% | Added |
| Kowal Investment Group, LLC | 3,351 | $915.0K | 0.30% | −32−0.9% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,360 | $917.0K | 0.36% | −175−5.0% | Reduced |
| Clarus Group, Inc. | 3,374 | $921.0K | 0.77% | −75−2.2% | Reduced |
| Accuvest Global Advisors | 3,372 | $921.0K | 0.59% | +30+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 3,345 | $922.0K | 0.14% | −178−5.1% | Reduced |
| Aries Wealth Management | 3,377 | $922.0K | 0.42% | +2,032+151.1% | Added |
| Guerra Pan Advisors, LLC | 3,075 | $924.0K | 1.15% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,388 | $925.0K | 0.38% | −44−1.3% | Reduced |
| Fox Run Management, L.L.C. | 3,388 | $925.0K | 0.46% | +2,774+451.8% | Added |
| Sigma Investment Counselors Inc | 3,394 | $927.0K | 0.08% | −6−0.2% | Reduced |
| HT Partners LLC | 3,396 | $927.0K | 0.37% | 00.0% | Unchanged |
| Aristides Capital LLC | 3,394 | $927.0K | 0.72% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,357 | $927.0K | 0.16% | +249+8.0% | Added |
| Triad Financial Advisors, Inc. | 3,404 | $929.0K | 0.51% | +4+0.1% | Added |
| Apexium Financial, LP | 3,402 | $929.0K | 0.53% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,409 | $931.0K | 0.92% | −104−3.0% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,413 | $932.0K | 4.63% | −133,832−97.5% | Reduced |
| Lumbard & Kellner, LLC | 3,418 | $933.0K | 0.48% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,418 | $933.0K | 0.14% | +10+0.3% | Added |
| Tandem Capital Management Corp | 3,418 | $933.0K | 0.75% | +88+2.6% | Added |
| Athena Investment Management | 3,424 | $935.0K | 0.74% | +755+28.3% | Added |
| Game Plan Financial Advisors, LLC | 3,451 | $937.0K | 0.75% | −35−1.0% | Reduced |
| Grove Bank & Trust | 3,437 | $938.0K | 0.22% | −59−1.7% | Reduced |
| Fulcrum Equity Management | 3,435 | $938.0K | 0.76% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 3,445 | $941.0K | 0.44% | +2,496+263.0% | Added |
| Silverlake Wealth Management LLC | 3,449 | $941.6K | 0.61% | +625+22.1% | Added |
| Colony Family Offices, LLC | 3,456 | $944.0K | 0.43% | +3,456 | New |
| Greenspring Advisors, LLC | 3,465 | $947.0K | 0.28% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,468 | $947.0K | 0.24% | +990+40.0% | Added |
| Shelter Mutual Insurance Co | 3,474 | $948.0K | 0.29% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 3,477 | $949.0K | 0.67% | +8+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 3,478 | $950.0K | 0.49% | −225−6.1% | Reduced |
| First National Bank of South Miami | 3,488 | $952.0K | 0.65% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,492 | $953.0K | 0.19% | −166−4.5% | Reduced |
| Independent Family Office, LLC | 3,489 | $953.0K | 0.87% | +434+14.2% | Added |
| AllSquare Wealth Management LLC | 3,494 | $954.0K | 0.65% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 3,498 | $955.0K | 0.65% | +3,498 | New |
| Deltec Asset Management LLC | 3,500 | $956.0K | 0.22% | +3,500 | New |
| Matrix Private Capital Group LLC | 3,505 | $957.0K | 0.55% | +72+2.1% | Added |
| OneAscent Financial Services LLC | 3,514 | $959.0K | 0.43% | +3,514 | New |
| Schneider Downs Wealth Management Advisors, LP | 3,518 | $960.0K | 0.27% | +299+9.3% | Added |
| Trexquant Investment LP | 3,517 | $960.0K | 0.04% | +3,517 | New |
| S.A. Mason LLC | 3,519 | $961.0K | 0.70% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3,521 | $961.0K | 0.22% | +18+0.5% | Added |
| Karp Capital Management Corp | 3,539 | $966.0K | 0.17% | −124−3.4% | Reduced |
| Avion Wealth | 3,540 | $966.0K | 0.30% | +801+29.2% | Added |
| Shepherd Financial Partners LLC | 3,540 | $966.0K | 0.19% | +1,550+77.9% | Added |
| Arden Trust Co | 3,546 | $968.0K | 0.22% | −92−2.5% | Reduced |
| Everhart Financial Group, Inc. | 3,551 | $969.0K | 0.59% | −253−6.7% | Reduced |
| MKT Advisors LLC | 3,479 | $969.0K | 0.76% | −65−1.8% | Reduced |
| Firethorn Wealth Partners, LLC | 3,277 | $970.0K | 0.79% | +66+2.1% | Added |
| Paragon Private Wealth Management, LLC | 3,553 | $970.0K | 1.03% | 00.0% | Unchanged |
| Curi Capital | 3,559 | $972.0K | 0.19% | +1,158+48.2% | Added |
| Farmers National Bank | 3,571 | $975.0K | 0.37% | +426+13.5% | Added |