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 |
|---|---|---|---|---|---|
| Wipfli Financial Advisors LLC, | 2,011 | $549.0K | 0.06% | −116−5.5% | Reduced |
| Chilton Capital Management LLC | 2,018 | $551.0K | 0.03% | −173−7.9% | Reduced |
| Woodward Financial Advisors, Inc. | 2,024 | $552.6K | 0.51% | +177+9.6% | Added |
| AIA Group Ltd | 2,025 | $553.0K | 0.03% | −12,279−85.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,029 | $554.0K | 0.52% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,034 | $555.0K | 0.19% | −11−0.5% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $556.0K | 0.26% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $556.0K | 0.42% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,044 | $558.0K | 0.13% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,047 | $559.0K | 0.16% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,050 | $560.0K | 0.58% | −363−15.0% | Reduced |
| Acorn Financial Advisory Services Inc | 2,056 | $560.0K | 0.13% | −42−2.0% | Reduced |
| Gouws Capital LLC | 2,050 | $560.0K | 0.53% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,051 | $560.0K | 0.29% | +15+0.7% | Added |
| Veracity Capital LLC | 2,056 | $561.0K | 0.30% | −203−9.0% | Reduced |
| Anderson Hoagland & Co | 2,010 | $561.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,060 | $562.0K | 0.07% | −140−6.4% | Reduced |
| Rollins Financial | 2,058 | $562.0K | 0.20% | +70+3.5% | Added |
| GM Advisory Group, Inc. | 2,060 | $562.0K | 0.09% | +567+38.0% | Added |
| Quattro Financial Advisors LLC | 2,063 | $563.0K | 0.19% | −3,000−59.3% | Reduced |
| Wrapmanager Inc | 2,063 | $563.0K | 0.18% | +8+0.4% | Added |
| Lagoda Investment Management, L.P. | 2,065 | $564.0K | 0.37% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,070 | $565.0K | 0.11% | −168−7.5% | Reduced |
| Rinkey Investments | 1,915 | $566.0K | 0.53% | −165−7.9% | Reduced |
| Dempze Nancy E | 2,076 | $567.0K | 0.57% | −60−2.8% | Reduced |
| Asset Planning Services Inc | 2,075 | $567.0K | 0.37% | 00.0% | Unchanged |
| SBK Financial, Inc. | 2,075 | $567.0K | 0.74% | +2,075 | New |
| Harbor Group, Inc. | 2,082 | $568.0K | 0.42% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,081 | $568.0K | 0.42% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,086 | $568.0K | 0.05% | +6+0.3% | Added |
| Resource Consulting Group Inc | 2,085 | $569.0K | 0.24% | −48−2.3% | Reduced |
| Tarbox Family Office, Inc. | 2,092 | $571.0K | 0.13% | −10.0% | Reduced |
| Centric Wealth Management | 2,105 | $575.0K | 0.21% | −100−4.5% | Reduced |
| Oxler Private Wealth LLC | 2,120 | $578.8K | 0.28% | −250−10.5% | Reduced |
| Capital Investment Services of America, Inc. | 2,125 | $580.0K | 0.08% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,126 | $580.4K | 0.60% | +529+33.1% | Added |
| Valley Brook Capital Group | 2,135 | $582.0K | 0.60% | −50−2.3% | Reduced |
| Alpha Family Trust | 2,140 | $584.0K | 0.37% | +2,140 | New |
| Keating Investment Counselors Inc | 2,146 | $586.0K | 0.25% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,150 | $587.0K | 0.74% | −100−4.4% | Reduced |
| SimpliFi, Inc. | 2,150 | $587.0K | 0.29% | +131+6.5% | Added |
| Financial Management Professionals, Inc. | 2,157 | $589.0K | 0.14% | −132−5.8% | Reduced |
| Noesis Capital Mangement Corp | 2,159 | $589.0K | 0.17% | −100−4.4% | Reduced |
| Catalyst Private Wealth, LLC | 2,163 | $591.0K | 0.42% | −448−17.2% | Reduced |
| Hengehold Capital Management LLC | 2,163 | $591.0K | 0.08% | +36+1.7% | Added |
| ERTS Wealth Advisors, LLC | 2,169 | $592.0K | 0.17% | +27+1.3% | Added |
| First Dallas Securities Inc. | 2,175 | $594.0K | 0.40% | −650−23.0% | Reduced |
| Cadence Bank NA | 2,174 | $594.0K | 0.19% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,174 | $594.0K | 0.10% | +5+0.2% | Added |
| Blueshift Asset Management, LLC | 2,179 | $595.0K | 0.10% | +2,179 | New |
| Alerus Financial NA | 2,186 | $597.0K | 0.06% | −637−22.6% | Reduced |
| Spearhead Capital Advisors, LLC | 2,188 | $597.0K | 0.09% | +1,069+95.5% | Added |
| Virtus ETF Advisers LLC | 2,189 | $598.0K | 0.22% | +2,189 | New |
| Spinnaker Investment Group, LLC | 2,195 | $599.0K | 0.24% | −218−9.0% | Reduced |
| Creative Financial Designs Inc | 2,198 | $600.0K | 0.10% | −55−2.4% | Reduced |
| Taurus Asset Management, LLC | 2,210 | $603.0K | 0.07% | −435−16.4% | Reduced |
| Concentric Wealth Management, LLC | 2,209 | $603.0K | 0.20% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,158 | $603.0K | 0.52% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,218 | $606.0K | 0.52% | +385+21.0% | Added |
| Colorado Capital Management, Inc. | 2,224 | $607.0K | 0.49% | −10−0.4% | Reduced |
| Forum Financial Management, LP | 2,223 | $607.0K | 0.03% | +175+8.5% | Added |
| Sustainable Insight Capital Management, LLC | 2,113 | $607.0K | 0.60% | +96+4.8% | Added |
| Access Financial Services, Inc. | 2,243 | $612.0K | 0.35% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,243 | $612.0K | 0.46% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 2,250 | $614.0K | 0.08% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 2,250 | $614.0K | 0.39% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,255 | $615.0K | 0.34% | +94+4.3% | Added |
| Port Capital LLC | 2,258 | $616.0K | 0.05% | −435−16.2% | Reduced |
| Ellenbecker Investment Group | 2,258 | $616.0K | 0.19% | +86+4.0% | Added |
| Retirement Planning Group | 2,265 | $618.0K | 0.08% | −161−6.6% | Reduced |
| IAM Advisory, LLC | 2,263 | $618.0K | 0.25% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,267 | $619.0K | 0.26% | −5−0.2% | Reduced |
| Aua Capital Management, LLC | 2,268 | $619.0K | 0.36% | +178+8.5% | Added |
| ETF Managers Group, LLC | 2,266 | $620.0K | 0.02% | +1,411+165.0% | Added |
| Legend Financial Advisors, Inc. | 2,279 | $622.0K | 0.64% | −311−12.0% | Reduced |
| Heritage Investment Group, Inc. | 2,281 | $623.0K | 0.36% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,282 | $623.0K | 0.08% | +34+1.5% | Added |
| BlackDiamond Wealth Management Inc. | 2,177 | $623.0K | 0.78% | +165+8.2% | Added |
| Horizon Family Wealth, Inc. | 2,290 | $625.0K | 0.73% | +13+0.6% | Added |
| Silicon Valley Capital Partners | 2,295 | $627.0K | 0.13% | −3−0.1% | Reduced |
| Radnor Capital Management, LLC | 2,301 | $628.0K | 0.17% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $628.0K | 0.68% | – | – |
| Investment Advisory Group, LLC | 2,302 | $629.0K | 0.43% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,310 | $630.7K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,311 | $631.0K | 0.36% | −373−13.9% | Reduced |
| WMG Financial Advisors, LLC | 2,316 | $631.0K | 0.55% | +735+46.5% | Added |
| Selway Asset Management | 2,325 | $635.0K | 0.35% | +705+43.5% | Added |
| Sage Rhino Capital LLC | 2,329 | $636.0K | 0.24% | −14−0.6% | Reduced |
| Landaas & Co | 2,330 | $636.0K | 0.39% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,216 | $638.0K | 0.56% | +2,216 | New |
| Charter Oak Capital Management, LLC | 2,340 | $639.0K | 0.09% | +87+3.9% | Added |
| Dearborn Partners LLC | 2,339 | $639.0K | 0.03% | +150+6.9% | Added |
| Shelton Wealth Management, LLC | 2,342 | $639.0K | 0.54% | +919+64.6% | Added |
| Laffer Tengler Investments | 2,341 | $639.1K | 0.22% | +749+47.0% | Added |
| Element Wealth, LLC | 2,352 | $642.0K | 0.64% | −8−0.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,355 | $643.0K | 0.14% | 00.0% | Unchanged |
| First Pacific Financial | 2,358 | $644.0K | 0.30% | +1,607+214.0% | Added |
| Bigelow Investment Advisors, LLC | 2,364 | $645.0K | 0.35% | +189+8.7% | Added |
| Palisade Asset Management, LLC | 2,365 | $646.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,366 | $646.0K | 0.49% | 00.0% | Unchanged |