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, 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 3,228 | $862.0K | 0.62% | +1,875+138.6% | Added |
| Financial Consulate, Inc | 3,235 | $864.0K | 0.36% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,237 | $864.0K | 0.07% | +58+1.8% | Added |
| IFG Advisors, LLC | 3,240 | $865.0K | 0.44% | +5+0.2% | Added |
| PFS Investments Inc. | 3,246 | $867.0K | 0.02% | −21−0.6% | Reduced |
| Clare Market Investments LLC | 3,247 | $867.0K | 0.37% | +2,256+227.6% | Added |
| Rappaport Reiches Capital Management, LLC | 3,265 | $871.8K | 0.44% | −444−12.0% | Reduced |
| HT Partners LLC | 3,267 | $872.0K | 0.37% | −129−3.8% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,269 | $873.0K | 0.82% | +30+0.9% | Added |
| Northwest Capital Management Inc | 3,285 | $877.0K | 0.51% | +590+21.9% | Added |
| Puzo Michael J | 3,290 | $879.0K | 0.33% | +300+10.0% | Added |
| Cornerstone Wealth Advisors, Inc. | 3,295 | $880.0K | 0.35% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 3,295 | $880.0K | 0.47% | +97+3.0% | Added |
| Riverbridge Partners LLC | 3,300 | $881.0K | 0.01% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,301 | $881.0K | 0.62% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,308 | $883.0K | 0.33% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,308 | $883.0K | 0.20% | +18+0.5% | Added |
| First Bank & Trust | 3,314 | $885.0K | 0.32% | +52+1.6% | Added |
| Acorn Wealth Advisors, LLC | 3,320 | $887.0K | 0.73% | +23+0.7% | Added |
| Mason & Associates Inc | 3,322 | $887.0K | 0.31% | +131+4.1% | Added |
| 9258 Wealth Management, LLC | 3,325 | $888.0K | 0.23% | +200+6.4% | Added |
| CFO4Life Group, LLC | 3,338 | $891.0K | 0.24% | +64+2.0% | Added |
| Systematic Alpha Investments, LLC | 3,346 | $893.0K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,345 | $893.0K | 0.29% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,345 | $893.0K | 0.38% | +30+0.9% | Added |
| Rise Advisors, LLC | 3,344 | $893.0K | 0.74% | +307+10.1% | Added |
| First National Bank of South Miami | 3,355 | $896.0K | 0.69% | −133−3.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,360 | $897.0K | 0.37% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 3,358 | $897.0K | 1.01% | +3,358 | New |
| California First Leasing Corp | 3,364 | $898.0K | 0.68% | +3,364 | New |
| Triad Financial Advisors, Inc. | 3,371 | $900.0K | 0.49% | −33−1.0% | Reduced |
| Northcape Wealth Management, LLC | 3,370 | $900.0K | 0.32% | +2,015+148.7% | Added |
| Clarus Group, Inc. | 3,374 | $901.0K | 0.82% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,373 | $901.0K | 0.42% | +117+3.6% | Added |
| McKinley Carter Wealth Services, Inc. | 3,381 | $903.0K | 0.08% | −886−20.8% | Reduced |
| TrimTabs Asset Management, LLC | 3,393 | $905.0K | 0.62% | −3,286−49.2% | Reduced |
| Sigma Investment Counselors Inc | 3,394 | $906.0K | 0.08% | 00.0% | Unchanged |
| Aristides Capital LLC | 3,394 | $906.0K | 0.77% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,395 | $906.0K | 0.22% | +173+5.4% | Added |
| Advisory Alpha, LLC | 3,397 | $907.0K | 0.07% | −1,089−24.3% | Reduced |
| HighTower Trust Services, LTA | 3,397 | $907.0K | 0.10% | +40+1.2% | Added |
| SevenBridge Financial Group, LLC | 3,396 | $907.0K | 0.31% | +2,435+253.4% | Added |
| Curi Capital | 3,406 | $909.0K | 0.15% | −153−4.3% | Reduced |
| Fortis Capital Management LLC | 3,404 | $909.0K | 0.78% | −5−0.1% | Reduced |
| Firethorn Wealth Partners, LLC | 3,407 | $910.0K | 0.85% | +130+4.0% | Added |
| Grove Bank & Trust | 3,407 | $910.0K | 0.23% | −30−0.9% | Reduced |
| Forbes J M & Co LLP | 3,408 | $910.0K | 0.14% | −10−0.3% | Reduced |
| Atom Investors LP | 3,410 | $911.0K | 0.32% | +3,410 | New |
| Greenspring Advisors, LLC | 3,415 | $912.0K | 0.28% | −50−1.4% | Reduced |
| Kowal Investment Group, LLC | 3,415 | $912.0K | 0.31% | +64+1.9% | Added |
| Arden Trust Co | 3,419 | $913.0K | 0.23% | −127−3.6% | Reduced |
| Michael B. Yongue | 3,435 | $917.0K | 0.90% | −373−9.8% | Reduced |
| DFPG Investments, LLC | 3,251 | $918.0K | 0.39% | +3+0.1% | Added |
| Fulcrum Equity Management | 3,440 | $919.0K | 0.78% | +5+0.1% | Added |
| Silverlake Wealth Management LLC | 3,449 | $921.0K | 0.62% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,451 | $921.0K | 0.13% | −308−8.2% | Reduced |
| Athena Investment Management | 3,454 | $922.0K | 0.77% | +30+0.9% | Added |
| S.A. Mason LLC | 3,456 | $923.0K | 0.73% | −63−1.8% | Reduced |
| Lumbard & Kellner, LLC | 3,457 | $923.0K | 0.48% | +39+1.1% | Added |
| Keebeck Wealth Management, LLC | 3,470 | $927.0K | 0.18% | −145−4.0% | Reduced |
| Capital Analysts, LLC | 3,471 | $927.0K | 0.06% | +143+4.3% | Added |
| TriaGen Wealth Management LLC | 3,477 | $928.0K | 0.51% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 3,474 | $928.0K | 0.30% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,488 | $931.0K | 0.30% | +1,068+44.1% | Added |
| AllSquare Wealth Management LLC | 3,494 | $933.0K | 0.67% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,501 | $935.0K | 0.06% | −221−5.9% | Reduced |
| Cypress Financial Planning LLC | 3,500 | $935.0K | 0.66% | +2+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 3,501 | $935.0K | 0.58% | +23+0.7% | Added |
| MV Capital Management, Inc. | 3,509 | $937.0K | 0.16% | +196+5.9% | Added |
| First Community Trust NA | 3,518 | $939.0K | 1.28% | −666−15.9% | Reduced |
| Ethic Inc. | 3,519 | $940.0K | 0.06% | +490+16.2% | Added |
| Pensionmark Financial Group, LLC | 3,523 | $941.0K | 0.22% | −203−5.4% | Reduced |
| Farmers National Bank | 3,526 | $941.5K | 0.38% | −45−1.3% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,529 | $942.0K | 3.34% | +116+3.4% | Added |
| Legacy Wealth Planning, LLC | 3,539 | $945.0K | 1.56% | −35−1.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,546 | $946.0K | 0.88% | −265−7.0% | Reduced |
| MKT Advisors LLC | 3,544 | $946.0K | 0.82% | +65+1.9% | Added |
| Avion Wealth | 3,540 | $946.0K | 0.29% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,560 | $951.0K | 0.33% | −100−2.7% | Reduced |
| Scissortail Wealth Management, LLC | 3,281 | $952.0K | 0.49% | +991+43.3% | Added |
| Relative Value Partners Group, LLC | 3,566 | $952.0K | 0.08% | +3,566 | New |
| Sax Wealth Advisors, LLC | 3,569 | $953.0K | 0.25% | +101+2.9% | Added |
| Karp Capital Management Corp | 3,571 | $954.0K | 0.20% | +32+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,582 | $956.0K | 0.01% | −1,250−25.9% | Reduced |
| Sequent Asset Management, LLC | 3,591 | $959.0K | 0.72% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,592 | $959.0K | 0.26% | +2,185+155.3% | Added |
| Smith Anglin Financial, LLC | 3,595 | $960.0K | 0.20% | −60−1.6% | Reduced |
| Virtue Capital Management, LLC | 3,596 | $960.0K | 0.15% | −12−0.3% | Reduced |
| Helios Capital Management Pte. Ltd | 3,600 | $961.0K | 1.84% | 00.0% | Unchanged |
| St. Louis Trust Co | 4,150 | $962.0K | 0.28% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 3,611 | $964.0K | 0.42% | +155+4.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,622 | $967.0K | 0.18% | −251−6.5% | Reduced |
| Bridgeworth, LLC | 3,626 | $968.0K | 0.22% | +105+3.0% | Added |
| Sweet Financial Partners, LLC | 3,630 | $969.0K | 0.31% | +562+18.3% | Added |
| Webster Bank, N. A. | 3,638 | $971.0K | 0.14% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3,639 | $972.0K | 0.21% | +33+0.9% | Added |
| Game Plan Financial Advisors, LLC | 3,641 | $972.0K | 0.82% | +190+5.5% | Added |
| Tandem Capital Management Corp | 3,443 | $973.0K | 0.82% | +25+0.7% | Added |
| Denali Advisors LLC | 3,650 | $975.0K | 0.46% | −600−14.1% | Reduced |
| Trigran Investments, Inc. | 3,650 | $975.0K | 0.11% | 00.0% | Unchanged |