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 |
|---|---|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,375 | $648.0K | 0.11% | −1,677−41.4% | Reduced |
| Gleason Group, Inc. | 2,372 | $648.0K | 0.22% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,374 | $648.1K | 0.21% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,378 | $649.2K | 0.11% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,382 | $650.0K | 0.18% | −81−3.3% | Reduced |
| Planned Solutions, Inc. | 2,380 | $650.0K | 0.62% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,384 | $651.0K | 0.27% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,389 | $652.0K | 0.33% | −245−9.3% | Reduced |
| Verus Financial Partners, Inc. | 2,274 | $652.0K | 0.09% | −42−1.8% | Reduced |
| Vista Investment Management | 2,391 | $653.0K | 0.39% | +43+1.8% | Added |
| Gyon Technologies Capital Management, LP | 2,391 | $653.0K | 0.18% | +2,391 | New |
| Activest Wealth Management | 2,394 | $654.0K | 0.46% | +40+1.7% | Added |
| Congress Asset Management Co | 2,394 | $654.0K | 0.01% | +150+6.7% | Added |
| CoreFirst Bank & Trust | 2,398 | $655.0K | 0.52% | −725−23.2% | Reduced |
| Peterson Wealth Management | 2,411 | $658.0K | 0.85% | +2,411 | New |
| Curated Wealth Partners LLC | 2,422 | $660.0K | 0.19% | −1,752−42.0% | Reduced |
| Compass Advisory Group LLC | 2,417 | $660.0K | 0.36% | +147+6.5% | Added |
| One Wealth Advisors, LLC | 2,420 | $661.0K | 0.18% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,426 | $662.0K | 0.37% | −42−1.7% | Reduced |
| Surevest, LLC | 2,423 | $662.0K | 0.17% | −38−1.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,426 | $662.0K | 0.27% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,425 | $662.0K | 0.47% | +431+21.6% | Added |
| MBB Public Markets I LLC | 2,430 | $663.0K | 0.02% | +2,430 | New |
| SC&H Financial Advisors, Inc. | 2,436 | $665.0K | 0.31% | −165−6.3% | Reduced |
| Home Federal Bank of Tennessee | 2,436 | $665.0K | 0.26% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,442 | $667.0K | 0.45% | +65+2.7% | Added |
| Concentrum Wealth Management | 2,443 | $667.0K | 0.56% | +1,259+106.3% | Added |
| Kolinsky Wealth Management, LLC | 2,449 | $669.0K | 0.79% | −8−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 2,458 | $671.0K | 0.20% | +88+3.7% | Added |
| KG&L Capital Management,LLC | 2,464 | $673.0K | 0.36% | −110−4.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,467 | $673.0K | 0.17% | +223+9.9% | Added |
| Fermata Advisors, LLC | 2,468 | $674.0K | 0.24% | +751+43.7% | Added |
| Vista Private Wealth Partners. LLC | 2,475 | $677.0K | 0.32% | −77−3.0% | Reduced |
| Round Rock Advisors, LLC | 2,481 | $677.0K | 0.31% | +124+5.3% | Added |
| Peninsula Wealth, LLC | 2,484 | $678.0K | 0.23% | +30+1.2% | Added |
| Money Concepts Capital Corp | 2,446 | $679.0K | 0.06% | −9,910−80.2% | Reduced |
| Objective Capital Management, LLC | 2,490 | $680.0K | 0.69% | +321+14.8% | Added |
| Mountain Pacific Investment Advisers Inc | 2,495 | $681.0K | 0.05% | −80−3.1% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $682.0K | 0.62% | −3,500−58.3% | Reduced |
| Cairn Investment Group, Inc. | 2,498 | $682.0K | 0.53% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,501 | $683.0K | 0.71% | +108+4.5% | Added |
| Skylands Capital, LLC | 2,500 | $683.0K | 0.10% | +500+25.0% | Added |
| Triton Wealth Management, PLLC | 2,330 | $684.0K | 0.48% | −496−17.6% | Reduced |
| Strategic Asset Management, LLC | 2,505 | $684.0K | 1.10% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,505 | $684.0K | 0.71% | +39+1.6% | Added |
| Scissortail Wealth Management, LLC | 2,290 | $685.0K | 0.26% | −991−30.2% | Reduced |
| Engrave Wealth Partners LLC | 2,514 | $686.0K | 0.30% | +35+1.4% | Added |
| Permit Capital, LLC | 2,515 | $687.0K | 0.21% | −465−15.6% | Reduced |
| SkyOak Wealth, LLC | 2,518 | $687.0K | 0.23% | +33+1.3% | Added |
| Bogart Wealth, LLC | 2,518 | $687.0K | 0.06% | +1,399+125.0% | Added |
| PAX Financial Group, LLC | 2,529 | $690.0K | 0.17% | −458−15.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,532 | $691.0K | 0.09% | +28+1.1% | Added |
| Connolly Sarah T. | 2,535 | $692.0K | 0.47% | +690+37.4% | Added |
| Bill Few Associates, Inc. | 2,539 | $693.0K | 0.44% | −176−6.5% | Reduced |
| Wealthquest Corp | 2,543 | $694.0K | 0.10% | −1,107−30.3% | Reduced |
| All Terrain Financial Advisors, LLC | 2,542 | $694.0K | 0.36% | −35−1.4% | Reduced |
| Cornerstone Capital, Inc. | 2,541 | $694.0K | 0.09% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,541 | $694.0K | 0.48% | +2,541 | New |
| Primoris Wealth Advisors, LLC | 2,545 | $694.0K | 1.04% | +2,545 | New |
| Cadent Capital Advisors, LLC | 2,545 | $695.0K | 0.41% | −21−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,550 | $696.0K | 0.36% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,554 | $697.0K | 0.72% | +1,337+109.9% | Added |
| Clean Yield Group | 2,559 | $699.0K | 0.29% | −62−2.4% | Reduced |
| Ategra Capital Management, LLC | 2,561 | $699.2K | 0.37% | 00.0% | Unchanged |
| Vigilare Wealth Management | 2,565 | $700.0K | 0.76% | −1,025−28.6% | Reduced |
| O'Neil Global Advisors, Inc. | 2,566 | $701.0K | 2.98% | +281+12.3% | Added |
| Barings LLC | 2,572 | $702.0K | 0.03% | −4,605−64.2% | Reduced |
| Warner Financial, Inc | 2,572 | $702.0K | 0.65% | +114+4.6% | Added |
| New Jersey Better Educational Savings Trust | 2,571 | $702.0K | 2.21% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,576 | $703.0K | 0.45% | +12+0.5% | Added |
| First National Bank & Trust Co of Newtown | 2,585 | $706.0K | 0.16% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 2,601 | $710.0K | 0.70% | −29−1.1% | Reduced |
| Cascade Investment Advisors, Inc. | 2,601 | $710.1K | 0.56% | 00.0% | Unchanged |
| Triad Investment Management | 2,605 | $711.0K | 1.05% | +42+1.6% | Added |
| Kornitzer Capital Management Inc | 2,606 | $711.0K | 0.01% | +120+4.8% | Added |
| Oak Harbor Wealth Partners, LLC | 2,620 | $715.0K | 0.28% | +38+1.5% | Added |
| Amplius Wealth Advisors, LLC | 2,623 | $716.0K | 0.12% | −85−3.1% | Reduced |
| Marshall Financial Group LLC | 2,627 | $717.0K | 0.29% | −386−12.8% | Reduced |
| Crown Wealth Group, LLC | 2,631 | $718.0K | 0.65% | −1,184−31.0% | Reduced |
| Alterity Financial Group, LLC | 2,630 | $718.0K | 1.07% | +2,630 | New |
| Financial Perspectives, Inc | 2,637 | $720.0K | 0.41% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,638 | $720.0K | 0.29% | −70−2.6% | Reduced |
| South Shore Capital Advisors | 2,641 | $721.0K | 1.51% | +650+32.6% | Added |
| Aprio Wealth Management, LLC | 2,645 | $722.0K | 0.29% | −184−6.5% | Reduced |
| Integrity Financial Corp | 2,646 | $722.0K | 0.69% | −77−2.8% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $722.0K | 0.21% | 00.0% | Unchanged |
| Capital Square, LLC | 2,650 | $723.0K | 0.60% | −23−0.9% | Reduced |
| Westwood Management Corp | 2,650 | $724.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,654 | $725.0K | 0.37% | +2,027+323.3% | Added |
| Marco Investment Management LLC | 2,659 | $726.0K | 0.08% | +109+4.3% | Added |
| Boltwood Capital Management | 2,664 | $727.0K | 0.31% | −85−3.1% | Reduced |
| Burton Enright Welch | 2,666 | $727.9K | 0.44% | −20−0.7% | Reduced |
| Castle Rock Wealth Management, LLC | 2,611 | $729.0K | 0.37% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,676 | $731.0K | 0.45% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,682 | $732.0K | 0.20% | −3−0.1% | Reduced |
| Montz Harcus Wealth Management LLC | 2,687 | $734.0K | 0.77% | −5−0.2% | Reduced |
| Northwest Capital Management Inc | 2,695 | $736.0K | 0.39% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,702 | $738.0K | 0.13% | −537−16.6% | Reduced |
| Gould Asset Management LLC | 2,705 | $739.0K | 0.24% | −416−13.3% | Reduced |
| Matrix Asset Advisors Inc | 2,706 | $739.0K | 0.11% | 00.0% | Unchanged |