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
- 3,366
- −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
- 1,276 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 | 4,888 | $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, 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 |
|---|---|---|---|---|---|
| Wiser Wealth Management, Inc | 1,086 | $296.0K | 0.15% | −99−8.4% | Reduced |
| Integral Investment Advisors, Inc. | 1,089 | $297.0K | 0.25% | −15−1.4% | Reduced |
| Monument Capital Management | 1,090 | $298.0K | 0.11% | −254−18.9% | Reduced |
| Silverleafe Capital Partners, LLC | 1,093 | $298.0K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 1,090 | $298.0K | 0.25% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,094 | $299.0K | 0.12% | −264−19.4% | Reduced |
| Abbot Financial Management, Inc. | 1,095 | $299.0K | 0.18% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,095 | $299.0K | 0.18% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,064 | $299.0K | 0.25% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,100 | $300.0K | 0.38% | −250−18.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,100 | $300.0K | 0.28% | −9−0.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,100 | $300.0K | 0.33% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,099 | $300.0K | 0.27% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,100 | $300.0K | 0.17% | +12+1.1% | Added |
| Old Point Trust & Financial Services N A | 1,100 | $301.0K | 0.14% | −30−2.7% | Reduced |
| Goodwin Daniel L | 1,100 | $301.0K | 0.17% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,102 | $301.0K | 0.33% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,104 | $301.0K | 0.20% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,106 | $302.0K | 0.16% | +75+7.3% | Added |
| Mycio Wealth Partners, LLC | 1,106 | $302.0K | 0.11% | +156+16.4% | Added |
| Waypoint Wealth Partners Inc. | 1,111 | $303.0K | 0.12% | +166+17.6% | Added |
| jvl associates llc | 1,111 | $303.0K | 0.21% | +178+19.1% | Added |
| Conestoga Capital Advisors, LLC | 1,115 | $304.0K | 0.01% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,115 | $304.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,114 | $304.1K | 0.10% | +45+4.2% | Added |
| GoalFusion Wealth Management, LLC | 1,116 | $305.0K | 0.29% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,125 | $307.0K | 0.13% | −225−16.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,124 | $307.0K | 0.10% | 00.0% | Unchanged |
| GDS Wealth Management | 1,128 | $308.0K | 0.07% | −17−1.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,132 | $309.0K | 0.10% | −20−1.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,132 | $309.0K | 0.23% | −18−1.6% | Reduced |
| Capital Investment Counsel, Inc | 1,132 | $309.0K | 0.08% | +52+4.8% | Added |
| Jackson Hole Capital Partners, LLC | 1,132 | $309.0K | 0.10% | +100+9.7% | Added |
| All Season Financial Advisors, Inc. | 1,139 | $311.0K | 0.27% | −18,106−94.1% | Reduced |
| US Asset Management LLC | 1,147 | $313.0K | 0.34% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,146 | $313.0K | 0.07% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,146 | $313.0K | 0.18% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,148 | $313.0K | 0.11% | +123+12.0% | Added |
| Onyx Bridge Wealth Group LLC | 1,093 | $313.0K | 0.14% | +185+20.4% | Added |
| Blue Edge Capital, LLC | 1,148 | $313.4K | 0.07% | +194+20.3% | Added |
| Citizens & Northern Corp | 1,150 | $314.0K | 0.14% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 1,150 | $314.0K | 0.00% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,102 | $314.9K | 0.10% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,153 | $315.0K | 0.20% | −3,898−77.2% | Reduced |
| Phoenix Holdings Ltd. | 1,156 | $315.0K | 0.01% | −83−6.7% | Reduced |
| Sunburst Financial Group, LLC | 1,159 | $316.0K | 0.15% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,158 | $316.0K | 0.08% | +14+1.2% | Added |
| Fusion Capital, LLC | 1,164 | $318.0K | 0.20% | −7−0.6% | Reduced |
| Peddock Capital Advisors, LLC | 1,168 | $319.0K | 0.12% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,169 | $319.0K | 0.00% | +135+13.1% | Added |
| Private Capital Advisors, Inc. | 1,175 | $321.0K | 0.05% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,175 | $321.0K | 0.05% | +1,175 | New |
| Souders Financial Advisors | 1,180 | $322.0K | 0.09% | +14+1.2% | Added |
| Fortis Advisors, LLC | 1,178 | $322.0K | 0.21% | +27+2.3% | Added |
| Peregrine Asset Advisers, Inc. | 1,182 | $323.0K | 0.24% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,171 | $324.0K | 0.23% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,185 | $324.0K | 0.63% | +1,185 | New |
| Rock Point Advisors, LLC | 1,189 | $325.0K | 0.11% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,191 | $325.0K | 0.29% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,194 | $326.0K | 0.07% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $326.0K | 0.20% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,194 | $326.0K | 0.27% | +504+73.0% | Added |
| Rezny Wealth Management, Inc. | 1,200 | $327.0K | 0.13% | +75+6.7% | Added |
| Facet Wealth, Inc. | 1,199 | $327.0K | 0.03% | +210+21.2% | Added |
| PFS Partners, LLC | 1,199 | $327.4K | 0.32% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 1,200 | $328.0K | 0.36% | +1,200 | New |
| LifePro Asset Management | 1,206 | $329.0K | 0.17% | −12−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 1,205 | $329.0K | 0.11% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,206 | $329.0K | 0.18% | +154+14.6% | Added |
| Measured Wealth Private Client Group, LLC | 1,208 | $330.0K | 0.15% | −60−4.7% | Reduced |
| Cassia Capital Partners, LLC | 1,210 | $330.0K | 0.33% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,212 | $331.0K | 0.04% | −140−10.4% | Reduced |
| Goodman Financial Corp | 1,212 | $331.0K | 0.11% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,213 | $331.0K | 0.07% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,211 | $331.0K | 0.19% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 1,216 | $332.0K | 0.05% | +450+58.7% | Added |
| WR Wealth Planners, LLC | 1,219 | $332.8K | 0.22% | +350+40.3% | Added |
| Client 1st Advisory Group, LLC | 1,221 | $333.0K | 0.20% | −67−5.2% | Reduced |
| Conservest Capital Advisors, Inc. | 1,225 | $334.0K | 0.04% | 00.0% | Unchanged |
| NatWest Group plc | 1,228 | $335.0K | 0.19% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,236 | $337.0K | 0.08% | −128−9.4% | Reduced |
| Mattern Capital Management, LLC | 1,235 | $337.0K | 0.07% | +50+4.2% | Added |
| Bellevue Asset Management, LLC | 1,234 | $338.0K | 0.25% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,241 | $339.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 1,245 | $339.0K | 0.07% | +32+2.6% | Added |
| Mayfair Advisory Group, LLC | 1,128 | $339.0K | 0.45% | +431+61.8% | Added |
| Collaborative Wealth Managment Inc. | 1,240 | $339.0K | 0.22% | +1,240 | New |
| Financial Synergies Wealth Advisors, Inc. | 1,242 | $339.1K | 0.06% | −250−16.8% | Reduced |
| Accurate Wealth Management, LLC | 1,238 | $340.0K | 0.18% | −4,604−78.8% | Reduced |
| Mendel Money Management | 1,244 | $340.0K | 0.20% | −12−1.0% | Reduced |
| Trevian Wealth Management LLC | 1,251 | $341.0K | 0.37% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,250 | $341.0K | 0.01% | +1,250 | New |
| Bond & Devick Financial Network, Inc. | 1,254 | $342.0K | 0.30% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,251 | $342.0K | 0.12% | +93+8.0% | Added |
| Human Investing LLC | 1,256 | $343.0K | 0.08% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,258 | $343.0K | 0.42% | +235+23.0% | Added |
| Carl P. Sherr & Co., LLC | 1,258 | $343.0K | 0.26% | +360+40.1% | Added |
| Corton Capital Inc. | 1,255 | $343.0K | 0.32% | +1,255 | New |
| Cassady Schiller Wealth Management, LLC | 1,259 | $344.0K | 0.18% | +46+3.8% | Added |
| Miramar Capital, LLC | 1,259 | $344.0K | 0.10% | +135+12.0% | Added |