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, 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
- 3,365
- −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
- 1,411 more added
- Sold out
- 162
- 1,276 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 | 4,928 | $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, 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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 655 | $181.0K | 0.15% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 675 | $184.0K | 0.31% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 703 | $192.0K | 0.15% | +3+0.4% | Added |
| Costello Asset Management, INC | 710 | $194.0K | 0.17% | −750−51.4% | Reduced |
| Loomis Sayles & Co L P | 711 | $194.0K | 0.00% | −53−6.9% | Reduced |
| Monolith Advisors | 719 | $196.0K | 0.21% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 733 | $200.0K | 0.37% | −3,033−80.5% | Reduced |
| S. R. Schill & Associates | 734 | $200.0K | 0.10% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 734 | $200.0K | 0.07% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 733 | $200.0K | 0.08% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 733 | $200.0K | 0.12% | +25+3.5% | Added |
| Perkins Coie Trust Co | 738 | $201.0K | 0.07% | −195−20.9% | Reduced |
| Private Capital Management, LLC | 736 | $201.0K | 0.03% | 00.0% | Unchanged |
| Lake Point Wealth Management | 736 | $201.0K | 0.11% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 735 | $201.0K | 0.07% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 741 | $202.0K | 0.26% | −15−2.0% | Reduced |
| Arbor Capital Management Inc | 739 | $202.0K | 0.19% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 740 | $202.0K | 0.04% | +740 | New |
| Santori & Peters | 746 | $203.0K | 0.13% | −299−28.6% | Reduced |
| Maripau Wealth Management LLC | 687 | $203.0K | 0.22% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 745 | $203.0K | 0.00% | +745 | New |
| CM Wealth Advisors LLC | 745 | $203.4K | 0.12% | +745 | New |
| Parker Investment Management, LLC | 748 | $204.0K | 0.05% | −284,508−99.7% | Reduced |
| FAI Wealth Management | 750 | $204.0K | 0.19% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 746 | $204.0K | 0.23% | +10+1.4% | Added |
| Mawer Investment Management Ltd. | 750 | $205.0K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $205.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $205.0K | 0.16% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 750 | $205.0K | 0.02% | +113+17.7% | Added |
| Peninsula Asset Management Inc | 757 | $207.0K | 0.13% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 763 | $208.0K | 0.12% | −100−11.6% | Reduced |
| EdgeRock Capital LLC | 763 | $208.0K | 0.14% | +763 | New |
| BFT Financial Group, LLC | 767 | $209.0K | 0.06% | −1,621−67.9% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 762 | $209.0K | 0.22% | −5−0.7% | Reduced |
| Mma Asset Management LLC | 765 | $209.0K | 0.18% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 769 | $210.0K | 0.17% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 769 | $210.0K | 0.06% | 00.0% | Unchanged |
| One Capital Management, LLC | 775 | $211.0K | 0.01% | −7,257−90.4% | Reduced |
| Golden Green, Inc. | 778 | $212.0K | 0.22% | −90−10.4% | Reduced |
| Sutton Place Investors LLC | 777 | $212.0K | 0.31% | −52−6.3% | Reduced |
| Steward Financial Group LLC | 780 | $212.0K | 0.18% | +13+1.7% | Added |
| Angeles Investment Advisors, LLC | 780 | $213.0K | 0.02% | −595−43.3% | Reduced |
| Providence Capital Advisors, LLC | 785 | $214.0K | 0.06% | −33−4.0% | Reduced |
| Sentinel Trust Co Lba | 785 | $214.0K | 0.03% | +39+5.2% | Added |
| Chiron Capital Management, LLC | 786 | $215.0K | 0.14% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 789 | $216.0K | 0.18% | −4,735−85.7% | Reduced |
| Stone Asset Management Inc. | 791 | $216.0K | 0.14% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 792 | $216.0K | 0.07% | +30+3.9% | Added |
| Empirical Asset Management, LLC | 796 | $217.0K | 0.23% | −35−4.2% | Reduced |
| New England Professional Planning Group Inc. | 793 | $217.0K | 0.15% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 796 | $217.0K | 0.09% | +94+13.4% | Added |
| Hilton Capital Management, LLC | 800 | $218.0K | 0.03% | 00.0% | Unchanged |
| Notis-McConarty Edward | 800 | $218.0K | 0.09% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 800 | $218.0K | 0.28% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 798 | $218.0K | 0.11% | +14+1.8% | Added |
| HFG Advisors, Inc. | 799 | $218.0K | 0.29% | +36+4.7% | Added |
| Bridge Creek Capital Management LLC | 797 | $218.0K | 0.09% | +100+14.3% | Added |
| Motive Wealth Advisors | 803 | $219.0K | 0.17% | −19−2.3% | Reduced |
| Operose Advisors LLC | 802 | $219.0K | 0.15% | 00.0% | Unchanged |
| Tamar Securities, LLC | 804 | $220.0K | 0.07% | −77−8.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 805 | $220.0K | 0.19% | +105+15.0% | Added |
| Svenska Handelsbanken AB (publ) | 810 | $221.0K | 3.75% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 808 | $221.0K | 0.07% | +1+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 808 | $221.0K | 0.15% | +6+0.7% | Added |
| O'Brien Wealth Partners LLC | 809 | $221.0K | 0.09% | +146+22.0% | Added |
| Tobias Financial Advisors, Inc. | 810 | $221.0K | 0.07% | +810 | New |
| Nelson Capital Management, LLC | 817 | $223.0K | 0.06% | −135−14.2% | Reduced |
| Provident Investment Management, Inc. | 820 | $223.0K | 0.03% | +5+0.6% | Added |
| Cookson Peirce & Co Inc | 820 | $224.0K | 0.02% | −177−17.8% | Reduced |
| Berkshire Bank | 822 | $224.0K | 0.07% | 00.0% | Unchanged |
| Bay Rivers Group | 820 | $224.0K | 0.20% | 00.0% | Unchanged |
| Friedenthal Financial | 820 | $224.0K | 0.15% | +10+1.2% | Added |
| Selective Wealth Management, Inc. | 820 | $224.0K | 0.08% | +271+49.4% | Added |
| BCM Advisors, LLC | 783 | $225.0K | 0.06% | +133+20.5% | Added |
| Fortitude Advisory Group L.L.C. | 826 | $226.0K | 0.21% | −23−2.7% | Reduced |
| Kendall Capital Management | 827 | $226.0K | 0.12% | +827 | New |
| Clearwater Capital Advisors, LLC | 831 | $227.0K | 0.03% | +50+6.4% | Added |
| Ellevest, Inc. | 831 | $227.0K | 0.02% | +178+27.3% | Added |
| apricus wealth, LLC | 834 | $228.0K | 0.21% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 818 | $228.0K | 0.15% | +818 | New |
| SWS Partners | 838 | $229.0K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 837 | $229.0K | 0.16% | +182+27.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 846 | $231.0K | 0.02% | −158−15.7% | Reduced |
| BMS Financial Advisors, LLC | 848 | $232.0K | 0.15% | −3−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 852 | $232.0K | 0.16% | +381+80.9% | Added |
| Concorde Asset Management, LLC | 848 | $232.0K | 0.35% | +848 | New |
| L & S Advisors Inc | 855 | $233.0K | 0.04% | −243−22.1% | Reduced |
| Ayrshire Capital Management LLC | 852 | $233.0K | 0.16% | −100−10.5% | Reduced |
| Zevin Asset Management LLC | 853 | $233.0K | 0.05% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 856 | $234.0K | 0.11% | +66+8.4% | Added |
| CMH Wealth Management LLC | 860 | $235.0K | 0.08% | −200−18.9% | Reduced |
| Compass Financial Advisors LLC | 859 | $235.0K | 0.32% | 00.0% | Unchanged |
| Earnest Partners LLC | 859 | $235.0K | 0.00% | +100+13.2% | Added |
| ETF Store, Inc. | 848 | $236.0K | 0.19% | −64−7.0% | Reduced |
| Burrus Financial Services, Inc. | 866 | $236.4K | 0.14% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 871 | $237.8K | 0.11% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 871 | $238.0K | 0.19% | −25−2.8% | Reduced |
| St. Johns Investment Management Company, LLC | 871 | $238.0K | 0.15% | −9−1.0% | Reduced |
| Guidance Point Advisors, LLC | 873 | $238.0K | 0.10% | 00.0% | Unchanged |
| Seascape Capital Management | 875 | $239.0K | 0.15% | −13−1.5% | Reduced |