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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 3,657 | $976.0K | 0.14% | −5−0.1% | Reduced |
| E Fund Management Co., Ltd. | 3,655 | $976.0K | 0.09% | +62+1.7% | Added |
| Pacer Advisors, Inc. | 3,681 | $983.0K | 0.01% | −49,790−93.1% | Reduced |
| Eastern Bank | 3,680 | $983.0K | 0.06% | −235−6.0% | Reduced |
| Bard Associates Inc | 3,685 | $984.0K | 0.44% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,692 | $986.0K | 0.29% | −54−1.4% | Reduced |
| O'Dell Group, LLC | 3,701 | $988.0K | 0.36% | −100−2.6% | Reduced |
| Community Capital Management, Inc. | 3,700 | $988.0K | 1.29% | 00.0% | Unchanged |
| Bruni J V & Co | 3,713 | $991.0K | 0.16% | −116−3.0% | Reduced |
| Amplius Wealth Advisors, LLC | 3,710 | $991.0K | 0.18% | +1,087+41.4% | Added |
| Black Diamond Financial, LLC | 3,719 | $993.0K | 0.40% | +75+2.1% | Added |
| G&S Capital LLC | 3,737 | $998.0K | 0.53% | 00.0% | Unchanged |
| Key Financial Inc | 3,746 | $1.00M | 0.47% | +800+27.2% | Added |
| Advisors Management Group Inc | 3,757 | $1.00M | 0.40% | +125+3.4% | Added |
| Prestige Wealth Management Group LLC | 3,761 | $1.00M | 0.28% | −21−0.6% | Reduced |
| Aries Wealth Management | 3,403 | $1.00M | 0.44% | +26+0.8% | Added |
| Prostatis Group LLC | 3,764 | $1.01M | 1.16% | +3,764 | New |
| Spirit of America Management Corp | 3,770 | $1.01M | 0.24% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 3,774 | $1.01M | 0.22% | −176−4.5% | Reduced |
| KilterHowling LLC | 3,804 | $1.02M | 1.22% | −46−1.2% | Reduced |
| Quantum Private Wealth, LLC | 3,807 | $1.02M | 0.63% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,807 | $1.02M | 0.39% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,811 | $1.02M | 0.44% | −20−0.5% | Reduced |
| Biondo Investment Advisors, LLC | 3,821 | $1.02M | 0.24% | 00.0% | Unchanged |
| GenTrust, LLC | 3,824 | $1.02M | 0.09% | −1,535−28.6% | Reduced |
| Aspire Capital Advisors LLC | 3,833 | $1.02M | 0.81% | +250+7.0% | Added |
| Benin Management CORP | 3,844 | $1.03M | 0.43% | +100+2.7% | Added |
| TMD Wealth Management, LLC | 3,850 | $1.03M | 0.46% | +12+0.3% | Added |
| Front Row Advisors LLC | 3,848 | $1.03M | 0.53% | +164+4.5% | Added |
| Cyrus J. Lawrence, LLC | 3,864 | $1.03M | 0.30% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 3,868 | $1.03M | 0.44% | +62+1.6% | Added |
| Keebeck Alpha, LP | 3,872 | $1.03M | 0.56% | −7−0.2% | Reduced |
| Baker Avenue Asset Management, LP | 3,875 | $1.03M | 0.07% | −3,130−44.7% | Reduced |
| Gibraltar Capital Management, Inc. | 3,885 | $1.04M | 0.53% | −14−0.4% | Reduced |
| UMA Financial Services, Inc. | 3,711 | $1.04M | 0.32% | +386+11.6% | Added |
| Cornerstone Wealth Group, LLC | 3,895 | $1.04M | 0.23% | +696+21.8% | Added |
| Cornerstone National Bank & Trust Co | 3,896 | $1.04M | 0.57% | −36−0.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 3,895 | $1.04M | 0.55% | −274−6.6% | Reduced |
| Advisory Resource Group | 3,897 | $1.04M | 0.34% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 3,901 | $1.04M | 0.32% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,901 | $1.04M | 0.47% | +210+5.7% | Added |
| Claro Advisors LLC | 3,822 | $1.04M | 0.41% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,910 | $1.04M | 1.07% | −165−4.0% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 3,912 | $1.04M | 1.59% | −26−0.7% | Reduced |
| Paragon Private Wealth Management, LLC | 3,613 | $1.04M | 1.02% | +60+1.7% | Added |
| Wealth Advisory Solutions, LLC | 3,933 | $1.05M | 0.29% | −610−13.4% | Reduced |
| Brown Financial Advisory | 3,935 | $1.05M | 1.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,943 | $1.05M | 0.43% | +5+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,950 | $1.05M | 0.55% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,962 | $1.06M | 0.42% | −104−2.6% | Reduced |
| SFE Investment Counsel | 3,963 | $1.06M | 0.33% | −322−7.5% | Reduced |
| Holowesko Partners Ltd. | 3,965 | $1.06M | 0.60% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,972 | $1.06M | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 3,985 | $1.06M | 0.32% | −60−1.5% | Reduced |
| Penbrook Management LLC | 3,987 | $1.06M | 0.92% | −50−1.2% | Reduced |
| Altus Wealth Group LLC | 3,911 | $1.07M | 1.06% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 4,001 | $1.07M | 2.19% | +4,001 | New |
| First Financial Bank - Trust Division | 4,008 | $1.07M | 0.13% | +437+12.2% | Added |
| Cladis Investment Advisory, LLC | 4,014 | $1.07M | 1.16% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 4,016 | $1.07M | 4.09% | −53−1.3% | Reduced |
| PBMares Wealth Management LLC | 4,015 | $1.07M | 0.47% | +14+0.3% | Added |
| Capstone Financial Advisors, Inc. | 4,020 | $1.07M | 0.10% | −46−1.1% | Reduced |
| Terra Nova Asset Management LLC | 4,017 | $1.07M | 1.17% | +13+0.3% | Added |
| Trust Co of Toledo NA | 4,038 | $1.08M | 0.21% | −324−7.4% | Reduced |
| Byrne Asset Management LLC | 4,042 | $1.08M | 0.83% | +83+2.1% | Added |
| Family CFO Inc | 4,044 | $1.08M | 1.14% | −614−13.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,052 | $1.08M | 0.74% | −4,052−50.0% | Reduced |
| Optimum Investment Advisors | 4,055 | $1.08M | 0.58% | −40−1.0% | Reduced |
| NFC Investments, LLC | 4,061 | $1.08M | 0.29% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 4,064 | $1.08M | 0.55% | +17+0.4% | Added |
| Family Legacy, Inc. | 4,066 | $1.09M | 0.55% | −10−0.2% | Reduced |
| Wedgewood Investors Inc | 4,066 | $1.09M | 1.67% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 4,076 | $1.09M | 0.26% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 4,080 | $1.09M | 0.29% | −68−1.6% | Reduced |
| Financial Network Wealth Management LLC | 4,079 | $1.09M | 0.68% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,948 | $1.09M | 0.16% | +603+18.0% | Added |
| Pin Oak Investment Advisors Inc | 4,099 | $1.09M | 1.37% | −100−2.4% | Reduced |
| MPS Loria Financial Planners, LLC | 4,102 | $1.09M | 0.43% | +119+3.0% | Added |
| Duff & Phelps Investment Management Co | 4,107 | $1.10M | 0.01% | −13−0.3% | Reduced |
| Lebenthal Global Advisors, LLC | 4,115 | $1.10M | 0.50% | +31+0.8% | Added |
| Laurel Wealth Planning LLC | 4,113 | $1.10M | 0.81% | +475+13.1% | Added |
| Renaissance Group LLC | 4,081 | $1.10M | 0.06% | −117−2.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,119 | $1.10M | 0.81% | −50−1.2% | Reduced |
| North Star Asset Management Inc | 4,119 | $1.10M | 0.08% | −20−0.5% | Reduced |
| Plimoth Trust Co LLC | 4,124 | $1.10M | 0.38% | −143−3.4% | Reduced |
| TTP Investments, Inc. | 4,122 | $1.10M | 1.33% | −7−0.2% | Reduced |
| O'Rourke & Company, Inc | 4,126 | $1.10M | 0.96% | +200+5.1% | Added |
| Tranquilli Financial Advisor LLC | 4,151 | $1.11M | 0.88% | +833+25.1% | Added |
| H. L. Ormond & Company, LLC | 4,151 | $1.11M | 1.78% | +548+15.2% | Added |
| Parcion Private Wealth LLC | 4,156 | $1.11M | 0.13% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,161 | $1.11M | 0.14% | +132+3.3% | Added |
| CFM Wealth Partners LLC | 4,159 | $1.11M | 0.35% | +2,631+172.2% | Added |
| MMBG Investment Advisors Co. | 4,160 | $1.11M | 0.15% | +4,160 | New |
| Insight 2811, Inc. | 4,169 | $1.11M | 0.75% | +542+14.9% | Added |
| LGL Partners, LLC | 4,172 | $1.11M | 0.23% | +98+2.4% | Added |
| Gill Capital Partners, LLC | 4,184 | $1.12M | 0.58% | +341+8.9% | Added |
| Atwood & Palmer Inc | 4,182 | $1.12M | 0.11% | −500−10.7% | Reduced |
| Rice Hall James & Associates, LLC | 4,184 | $1.12M | 0.06% | −250−5.6% | Reduced |
| DB Wealth Management Group, LLC | 4,184 | $1.12M | 0.80% | −50−1.2% | Reduced |
| Everhart Financial Group, Inc. | 4,197 | $1.12M | 0.62% | +646+18.2% | Added |