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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 1,720 | $470.0K | 0.31% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,725 | $471.0K | 0.47% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,727 | $472.0K | 0.53% | −222−11.4% | Reduced |
| Sawgrass Asset Management LLC | 1,729 | $472.0K | 0.06% | +301+21.1% | Added |
| Mechanics Financial Corp | 1,731 | $473.0K | 0.28% | +6+0.3% | Added |
| Harvest Investment Services, LLC | 1,733 | $473.0K | 0.36% | +990+133.2% | Added |
| Missouri Trust & Investment Co | 1,736 | $474.0K | 0.31% | +185+11.9% | Added |
| blooom, inc. | 6,908 | $474.0K | 0.83% | +305+4.6% | Added |
| Archetype Wealth Partners | 1,745 | $476.0K | 0.14% | +166+10.5% | Added |
| Vantage Consulting Group Inc | 1,746 | $477.0K | 0.27% | +252+16.9% | Added |
| Syntax Advisors, LLC | 1,746 | $477.0K | 0.40% | +252+16.9% | Added |
| Hohimer Wealth Management, LLC | 1,753 | $479.0K | 0.14% | −11−0.6% | Reduced |
| Country Trust Bank | 1,765 | $482.0K | 0.02% | 00.0% | Unchanged |
| TLWM | 1,760 | $483.0K | 0.19% | +76+4.5% | Added |
| HBC Financial Services, PLLC | 1,725 | $484.0K | 0.38% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,777 | $485.0K | 0.45% | −223−11.2% | Reduced |
| West Bancorporation Inc | 1,780 | $486.0K | 0.34% | −31−1.7% | Reduced |
| Tempus Wealth Planning, LLC | 1,780 | $486.0K | 0.40% | 00.0% | Unchanged |
| Virginia National Bank | 1,785 | $487.0K | 0.76% | −181−9.2% | Reduced |
| Covestor Ltd | 1,786 | $488.0K | 0.40% | −92−4.9% | Reduced |
| Harvest Volatility Management LLC | 1,788 | $488.0K | 0.08% | +249+16.2% | Added |
| Caerus Investment Advisors, LLC | 1,791 | $489.0K | 0.59% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,792 | $489.0K | 0.48% | +350+24.3% | Added |
| Paloma Partners Management Co | 1,800 | $491.0K | 0.05% | −959−34.8% | Reduced |
| Cary Street Partners Asset Management LLC | 1,803 | $492.0K | 0.12% | +265+17.2% | Added |
| Hexagon Capital Partners LLC | 1,808 | $494.0K | 0.15% | +217+13.6% | Added |
| Algert Global LLC | 1,809 | $494.0K | 0.04% | +1,809 | New |
| St. James Investment Advisors, LLC | 1,818 | $496.0K | 1.00% | −1,327−42.2% | Reduced |
| MBA Advisors LLC | 1,822 | $497.0K | 0.34% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,822 | $497.0K | 0.66% | +22+1.2% | Added |
| Rempart Asset Management Inc. | 1,824 | $498.0K | 0.12% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $501.0K | 0.65% | −3,760−67.2% | Reduced |
| Eclectic Associates Inc | 1,835 | $501.0K | 0.34% | −347−15.9% | Reduced |
| Clay Northam Wealth Management, LLC | 1,835 | $501.0K | 0.62% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 1,842 | $502.0K | 0.50% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,840 | $502.0K | 0.14% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $502.0K | 0.45% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 1,840 | $502.0K | 0.77% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,840 | $502.0K | 0.33% | +25+1.4% | Added |
| Coastal Capital Group, Inc. | 1,841 | $503.0K | 0.14% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,852 | $506.0K | 0.06% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 1,854 | $506.0K | 0.87% | +1,854 | New |
| Davis-Rea Ltd. | 1,866 | $510.0K | 0.15% | −44,912−96.0% | Reduced |
| Rodgers Brothers Inc. | 1,870 | $511.0K | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,874 | $512.0K | 0.39% | −249−11.7% | Reduced |
| Day & Ennis, LLC | 1,874 | $512.0K | 0.19% | +2+0.1% | Added |
| Paragon Financial Partners, Inc. | 1,877 | $512.0K | 0.53% | +256+15.8% | Added |
| Security Financial Services, INC. | 1,880 | $513.0K | 0.16% | 00.0% | Unchanged |
| Resource Planning Group | 1,878 | $513.0K | 0.43% | +428+29.5% | Added |
| Arvest Trust Co N A | 1,881 | $514.0K | 0.03% | −843−30.9% | Reduced |
| Probity Advisors, Inc. | 1,884 | $514.0K | 0.12% | −33−1.7% | Reduced |
| Fairfield, Bush & Co. | 1,882 | $514.0K | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,882 | $514.0K | 0.44% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,883 | $514.0K | 0.36% | +586+45.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $515.0K | 0.54% | 00.0% | Unchanged |
| Clarity Financial LLC | 1,885 | $515.0K | 0.11% | +98+5.5% | Added |
| Heritage Wealth Management, LLC | 1,908 | $520.9K | 0.17% | +77+4.2% | Added |
| Biechele Royce Advisors | 1,912 | $522.0K | 0.23% | −1,258−39.7% | Reduced |
| Affinity Investment Advisors, LLC | 1,911 | $522.0K | 0.25% | −237−11.0% | Reduced |
| EWG Elevate Inc. | 1,911 | $522.0K | 0.25% | +65+3.5% | Added |
| Triune Financial Partners, LLC | 1,913 | $522.2K | 0.28% | +41+2.2% | Added |
| Insight Folios Inc | 1,918 | $523.0K | 0.25% | −62−3.1% | Reduced |
| Vanguard Capital Wealth Advisors | 1,991 | $524.0K | 0.59% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,926 | $526.0K | 0.13% | +194+11.2% | Added |
| Clear Creek Financial Management, LLC | 1,925 | $526.0K | 0.11% | +397+26.0% | Added |
| Ziegler Capital Management, LLC | 1,925 | $526.0K | 0.02% | +1,925 | New |
| Ulland Investment Advisors, LLC | 1,930 | $527.0K | 0.54% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,932 | $527.0K | 0.57% | +223+13.0% | Added |
| Juncture Wealth Strategies, LLC | 1,938 | $529.0K | 0.26% | +148+8.3% | Added |
| Twelve Points Wealth Management LLC | 1,937 | $529.0K | 0.41% | +200+11.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,936 | $529.0K | 0.14% | +1,148+145.7% | Added |
| WestHill Financial Advisors, Inc. | 1,941 | $530.0K | 0.17% | +60+3.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,944 | $531.0K | 0.18% | −69−3.4% | Reduced |
| HMS Capital Management, LLC | 1,944 | $531.0K | 0.31% | +188+10.7% | Added |
| Retirement Solution Inc. | 1,949 | $532.0K | 0.29% | −2,641−57.5% | Reduced |
| United Bank | 1,950 | $532.0K | 0.08% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $532.0K | 0.56% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,951 | $533.0K | 0.38% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,925 | $534.0K | 0.00% | −31,463−94.2% | Reduced |
| MEMBERS Trust Co | 1,960 | $535.0K | 0.02% | +13+0.7% | Added |
| BTC Capital Management, Inc. | 1,965 | $536.0K | 0.07% | +354+22.0% | Added |
| Leisure Capital Management | 1,966 | $537.0K | 0.28% | −29−1.5% | Reduced |
| Level Financial Advisors, Inc. | 1,975 | $539.0K | 0.40% | +21+1.1% | Added |
| Hotaling Investment Management, LLC | 1,973 | $539.0K | 0.23% | +877+80.0% | Added |
| Strategic Investment Advisors | 1,979 | $540.0K | 0.11% | −372−15.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,947 | $540.0K | 0.56% | +3+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,975 | $540.0K | 0.14% | +510+34.8% | Added |
| Atwater Malick LLC | 1,983 | $541.0K | 0.28% | +9+0.5% | Added |
| Austin Private Wealth, LLC | 1,983 | $541.0K | 0.12% | +9+0.5% | Added |
| Cedar Mountain Advisors, LLC | 1,988 | $543.0K | 0.19% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,990 | $543.0K | 0.13% | +47+2.4% | Added |
| Emerald Advisors, LLC | 1,991 | $544.0K | 0.15% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,991 | $544.0K | 0.42% | +40+2.1% | Added |
| Cooper/Haims Advisors, LLC | 1,992 | $544.0K | 0.36% | +62+3.2% | Added |
| Trillium Asset Management, LLC | 1,994 | $544.0K | 0.02% | +472+31.0% | Added |
| USAdvisors Wealth Management, LLC | 1,991 | $544.0K | 0.27% | +1,253+169.8% | Added |
| Greenhouse Wealth Management, LLC | 1,998 | $545.0K | 0.58% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,964 | $545.0K | 0.26% | +1,964 | New |
| Wayfinding Financial, LLC | 2,007 | $548.0K | 0.48% | −80−3.8% | Reduced |
| Pinnacle Holdings, LLC | 2,008 | $548.2K | 0.25% | +173+9.4% | Added |