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, Q3 2022
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- 3,329
- +10 vs. Q2 2022
- Shares held
- 835.5M
- −230.2K (0.0%) vs. Q2 2022
- Total value
- $223.1B
- −$5.00B (−2.2%) vs. Q2 2022
- New holders
- 119
- 1,493 more added
- Sold out
- 109
- 1,128 more reduced
47 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 2,791 | $745.0K | 0.17% | −1,527−35.4% | Reduced |
| Pasadena Private Wealth, LLC | 2,795 | $746.0K | 0.26% | +20+0.7% | Added |
| Institutional & Family Asset Management, LLC | 2,806 | $749.0K | 0.13% | +104+3.8% | Added |
| Round Hill Asset Management | 2,815 | $752.0K | 0.51% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,819 | $752.0K | 0.57% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 2,819 | $753.0K | 0.42% | −17−0.6% | Reduced |
| White Lighthouse Investment Management Inc. | 2,825 | $754.0K | 0.22% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,672 | $755.0K | 0.37% | −75−2.7% | Reduced |
| CWS Financial Advisors, LLC | 2,836 | $757.0K | 0.36% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,843 | $759.0K | 0.56% | −67−2.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,843 | $759.0K | 0.02% | +2,825+15,694.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 2,851 | $761.0K | 0.53% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,885 | $762.0K | 0.10% | −1,266−30.5% | Reduced |
| Jump Financial, LLC | 2,856 | $762.0K | 0.03% | −882−23.6% | Reduced |
| Courage Miller Partners, LLC | 2,853 | $762.0K | 0.38% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,873 | $767.0K | 0.51% | +132+4.8% | Added |
| Elk River Wealth Management, LLC | 2,884 | $770.0K | 0.20% | −41−1.4% | Reduced |
| Sterling Financial Planning, Inc. | 2,887 | $771.0K | 0.54% | −9−0.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,887 | $771.0K | 0.27% | +100+3.6% | Added |
| Castle Rock Wealth Management, LLC | 2,884 | $771.0K | 0.39% | +273+10.5% | Added |
| RMR Wealth Builders | 2,893 | $772.0K | 0.19% | −42−1.4% | Reduced |
| Aprio Wealth Management, LLC | 2,904 | $775.0K | 0.31% | +259+9.8% | Added |
| Money Concepts Capital Corp | 2,907 | $776.0K | 0.05% | +461+18.8% | Added |
| BCK Partners, Inc. | 2,909 | $777.0K | 0.56% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,912 | $778.0K | 0.34% | +274+10.4% | Added |
| Duncker Streett & Co Inc | 2,919 | $779.0K | 0.20% | −250−7.9% | Reduced |
| Yarger Wealth Strategies, LLC | 2,916 | $779.0K | 1.03% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,917 | $779.0K | 0.15% | −8−0.3% | Reduced |
| Capital Market Strategies LLC | 2,918 | $779.0K | 0.88% | +134+4.8% | Added |
| Essex LLC | 2,925 | $781.0K | 0.26% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,932 | $783.0K | 0.54% | −440−13.0% | Reduced |
| GM Advisory Group, Inc. | 2,944 | $786.0K | 0.10% | +884+42.9% | Added |
| First National Bank | 2,950 | $787.0K | 0.71% | −65−2.2% | Reduced |
| Herold Advisors, Inc. | 2,950 | $787.0K | 0.38% | +100+3.5% | Added |
| Doheny Asset Management | 2,950 | $788.0K | 0.79% | +2,950 | New |
| Keeley-Teton Advisors, LLC | 2,958 | $790.0K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,961 | $791.0K | 0.65% | +8+0.3% | Added |
| Polaris Wealth Advisory Group, LLC | 2,967 | $792.0K | 0.07% | −100−3.3% | Reduced |
| Farley Capital L.P. | 2,966 | $792.0K | 0.97% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,967 | $792.0K | 0.57% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,980 | $795.0K | 0.08% | +190+6.8% | Added |
| Concentrum Wealth Management | 2,978 | $795.0K | 0.69% | +535+21.9% | Added |
| South Street Advisors LLC | 2,980 | $796.0K | 0.20% | +100+3.5% | Added |
| KLCM Advisors, Inc. | 3,008 | $803.0K | 0.19% | −20−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 3,010 | $804.0K | 0.02% | −100−3.2% | Reduced |
| Patron Partners Advisors, LLC | 3,020 | $806.0K | 0.67% | +40+1.3% | Added |
| Cresta Advisors, Ltd. | 3,017 | $806.0K | 0.99% | +3,017 | New |
| Indiana Trust & Investment Management CO | 3,028 | $808.0K | 0.49% | −37−1.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,028 | $809.0K | 0.64% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,034 | $810.0K | 0.42% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,032 | $810.0K | 0.05% | +182+6.4% | Added |
| Wescott Financial Advisory Group, LLC | 3,036 | $811.0K | 0.23% | +216+7.7% | Added |
| HM Capital Management, LLC | 3,044 | $813.0K | 0.49% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,045 | $813.0K | 0.36% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 3,045 | $813.0K | 0.56% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,046 | $813.0K | 0.61% | +80+2.7% | Added |
| Norwood Financial Corp | 3,050 | $814.0K | 1.44% | +65+2.2% | Added |
| Sheets Smith Wealth Management | 3,057 | $816.0K | 0.14% | −878−22.3% | Reduced |
| DeDora Capital, Inc. | 3,057 | $816.0K | 0.42% | +140+4.8% | Added |
| Independent Family Office, LLC | 3,060 | $817.0K | 0.40% | −429−12.3% | Reduced |
| Retirement Guys Formula LLC | 3,057 | $817.0K | 0.86% | +503+19.7% | Added |
| Boyar Asset Management Inc. | 3,059 | $817.0K | 0.67% | +1,357+79.7% | Added |
| Campbell Capital Management Inc | 3,063 | $818.0K | 0.75% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,068 | $819.0K | 0.63% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,085 | $823.0K | 0.09% | −198−6.0% | Reduced |
| Garrison Point Advisors, LLC | 3,090 | $825.0K | 0.74% | 00.0% | Unchanged |
| First United Bank Trust | 3,089 | $825.0K | 0.41% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,072 | $826.0K | 0.32% | +33+1.1% | Added |
| Guerra Pan Advisors, LLC | 3,075 | $827.0K | 1.21% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,102 | $828.0K | 0.34% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,100 | $828.0K | 0.47% | +16+0.5% | Added |
| Kahn Brothers Group Inc | 3,107 | $829.7K | 0.13% | −43−1.4% | Reduced |
| Kathmere Capital Management, LLC | 3,108 | $830.0K | 0.17% | −1,151−27.0% | Reduced |
| Sadoff Investment Management LLC | 3,107 | $830.0K | 0.06% | −615−16.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,113 | $831.0K | 0.41% | +50+1.6% | Added |
| Etfidea, LLC | 3,113 | $831.2K | 0.43% | +18+0.6% | Added |
| Chapman Investment Management, LLC | 3,116 | $832.0K | 0.61% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 3,117 | $832.3K | 0.53% | −56−1.8% | Reduced |
| tru Independence LLC | 3,120 | $833.0K | 0.29% | 00.0% | Unchanged |
| TSFG, LLC | 3,124 | $834.0K | 0.39% | +206+7.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,126 | $835.0K | 1.14% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,134 | $837.0K | 0.54% | 00.0% | Unchanged |
| Camden National Bank | 3,147 | $840.0K | 0.19% | +260+9.0% | Added |
| Key Client Fiduciary Advisors, LLC | 3,155 | $842.0K | 0.87% | −10−0.3% | Reduced |
| Colorado Capital Management, Inc. | 3,156 | $842.0K | 0.73% | +932+41.9% | Added |
| LifeSteps Financial, Inc. | 3,156 | $843.0K | 0.95% | +100+3.3% | Added |
| Great Diamond Partners, LLC | 3,162 | $844.0K | 0.29% | +4+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,159 | $844.0K | 0.51% | +24+0.8% | Added |
| Lantz Financial LLC | 3,165 | $845.0K | 0.44% | −13−0.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,166 | $845.0K | 0.92% | −2−0.1% | Reduced |
| JB Capital LLC | 3,164 | $845.0K | 0.09% | −3−0.1% | Reduced |
| Covestor Ltd | 3,167 | $846.0K | 0.75% | +1,381+77.3% | Added |
| Bramshill Investments, LLC | 3,178 | $849.0K | 0.12% | −3,844−54.7% | Reduced |
| Horizon Wealth Management, LLC | 3,179 | $849.0K | 0.62% | −730−18.7% | Reduced |
| Capital Financial Planning, LLC | 3,180 | $849.0K | 0.37% | −137−4.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,191 | $852.0K | 0.25% | −327−9.3% | Reduced |
| Colonial River Wealth Management, LLC | 3,195 | $853.0K | 0.59% | −128−3.9% | Reduced |
| One Day In July LLC | 3,194 | $853.0K | 0.20% | +111+3.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,025 | $855.0K | 0.40% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 3,209 | $857.0K | 0.24% | +125+4.1% | Added |