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 |
|---|---|---|---|---|---|
| G2 Capital Management, LLC | 4,914 | $1.31M | 0.61% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 4,928 | $1.32M | 0.27% | 00.0% | Unchanged |
| Ballast, Inc. | 4,936 | $1.32M | 0.64% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 4,937 | $1.32M | 0.07% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,959 | $1.32M | 1.04% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,965 | $1.33M | 0.52% | +80+1.6% | Added |
| Alhambra Investment Partners LLC | 4,984 | $1.33M | 1.01% | +151+3.1% | Added |
| Atlas Private Wealth Management | 4,996 | $1.33M | 0.97% | +296+6.3% | Added |
| Longitude (Cayman) Ltd. | 5,000 | $1.33M | 2.92% | −3,000−37.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,999 | $1.33M | 0.78% | −168−3.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,004 | $1.34M | 0.11% | −779−13.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,005 | $1.34M | 0.93% | +431+9.4% | Added |
| Hamilton Capital, LLC | 5,004 | $1.34M | 0.09% | +79+1.6% | Added |
| Brown Advisory Securities, LLC | 5,020 | $1.34M | 4.89% | −9,445−65.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 4,968 | $1.34M | 0.13% | −2,633−34.6% | Reduced |
| Thrive Wealth Management, LLC | 5,013 | $1.34M | 0.47% | +26+0.5% | Added |
| First Western Trust Bank | 5,027 | $1.34M | 0.09% | −168−3.2% | Reduced |
| Motco | 5,037 | $1.34M | 0.11% | +70+1.4% | Added |
| United Asset Strategies, Inc. | 5,042 | $1.35M | 0.21% | −160−3.1% | Reduced |
| JMG Financial Group, Ltd. | 5,046 | $1.35M | 0.09% | −20−0.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 5,050 | $1.35M | 1.44% | +54+1.1% | Added |
| Portland Global Advisors LLC | 5,055 | $1.35M | 0.27% | +736+17.0% | Added |
| Journey Strategic Wealth LLC | 5,063 | $1.35M | 0.18% | +258+5.4% | Added |
| Goepper Burkhardt LLC | 5,072 | $1.35M | 1.01% | +950+23.0% | Added |
| Blankinship & Foster, LLC | 5,095 | $1.36M | 0.66% | −2,049−28.7% | Reduced |
| Schnieders Capital Management LLC | 5,094 | $1.36M | 0.36% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 5,011 | $1.36M | 1.66% | −4,650−48.1% | Reduced |
| Bourgeon Capital Management LLC | 5,104 | $1.36M | 0.37% | +650+14.6% | Added |
| Regent Investment Management LLC | 5,108 | $1.36M | 0.40% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 5,107 | $1.36M | 0.52% | +1,310+34.5% | Added |
| D.B. Root & Company, LLC | 5,121 | $1.37M | 0.62% | −501−8.9% | Reduced |
| New World Advisors LLC | 5,120 | $1.37M | 0.65% | +70+1.4% | Added |
| Conway Capital Management, Inc. | 5,130 | $1.37M | 1.22% | −8−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,142 | $1.37M | 0.50% | +675+15.1% | Added |
| Modus Advisors, LLC | 5,151 | $1.38M | 0.72% | −40−0.8% | Reduced |
| WealthShield Partners, LLC | 5,150 | $1.38M | 0.27% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,153 | $1.38M | 0.20% | +280+5.7% | Added |
| Meridian Investment Counsel Inc. | 5,165 | $1.38M | 0.61% | +905+21.2% | Added |
| Executive Wealth Management, LLC | 1,380 | $1.38M | 0.20% | −4,180−75.2% | Reduced |
| FSM Wealth Advisors, LLC | 5,174 | $1.38M | 1.15% | +162+3.2% | Added |
| Lumature Wealth Partners, LLC | 5,187 | $1.39M | 0.74% | −76−1.4% | Reduced |
| Bluestein R H & Co | 5,195 | $1.39M | 0.09% | +312+6.4% | Added |
| Compass Ion Advisors, LLC | 5,207 | $1.39M | 0.39% | +9+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,208 | $1.39M | 0.80% | +135+2.7% | Added |
| GoalVest Advisory LLC | 5,214 | $1.39M | 0.98% | −2,276−30.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,215 | $1.39M | 0.37% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,225 | $1.40M | 0.12% | −1,013−16.2% | Reduced |
| Insight Inv LLC | 5,226 | $1.40M | 1.55% | −350−6.3% | Reduced |
| Stewart & Patten Co LLC | 5,236 | $1.40M | 0.27% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 5,237 | $1.40M | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,239 | $1.40M | 0.26% | +160+3.2% | Added |
| Financial Enhancement Group LLC | 5,245 | $1.40M | 0.32% | +205+4.1% | Added |
| First Citizens Financial Corp | 5,252 | $1.40M | 1.38% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 5,260 | $1.41M | 0.25% | −2,900−35.5% | Reduced |
| Brown Miller Wealth Management, LLC | 5,271 | $1.41M | 1.00% | +1,350+34.4% | Added |
| Tillar-Wenstrup Advisors, LLC | 5,283 | $1.41M | 0.70% | −95−1.8% | Reduced |
| Headinvest, LLC | 5,289 | $1.41M | 0.34% | +39+0.7% | Added |
| Pennsylvania Capital Management Inc | 5,292 | $1.41M | 0.78% | +634+13.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,298 | $1.42M | 0.50% | −650−10.9% | Reduced |
| Naples Global Advisors, LLC | 5,304 | $1.42M | 0.19% | −100−1.9% | Reduced |
| Old Mission Investment Co LLC | 5,316 | $1.42M | 0.66% | −364−6.4% | Reduced |
| CMG Global Holdings, LLC | 5,325 | $1.42M | 1.53% | +3,275+159.8% | Added |
| D. Scott Neal, Inc. | 5,400 | $1.44M | 0.61% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 5,415 | $1.45M | 0.89% | +1,233+29.5% | Added |
| Redhawk Wealth Advisors, Inc. | 5,421 | $1.45M | 0.61% | −431−7.4% | Reduced |
| Baldrige Asset Management LLC | 5,440 | $1.45M | 0.69% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5,440 | $1.45M | 0.77% | +3,051+127.7% | Added |
| Private Portfolio Partners LLC | 5,443 | $1.45M | 0.41% | +21+0.4% | Added |
| Quent Capital, LLC | 5,446 | $1.45M | 0.30% | +262+5.1% | Added |
| Bank of the West | 5,445 | $1.45M | 0.19% | +521+10.6% | Added |
| Consolidated Capital Management, LLC | 5,465 | $1.46M | 0.92% | −685−11.1% | Reduced |
| Simon Quick Advisors, LLC | 5,513 | $1.47M | 0.21% | +2,394+76.8% | Added |
| Eudaimonia Partners, LLC | 5,521 | $1.47M | 0.38% | −4,361−44.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,529 | $1.48M | 0.36% | +742+15.5% | Added |
| Advisory Research Inc | 5,533 | $1.48M | 0.14% | −32−0.6% | Reduced |
| Financial Partners Group, Inc | 5,543 | $1.48M | 0.39% | −167−2.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,540 | $1.48M | 1.43% | +48+0.9% | Added |
| Lutz Financial Services LLC | 5,542 | $1.48M | 0.20% | +575+11.6% | Added |
| Nomura Holdings Inc | 5,538 | $1.48M | 0.01% | +3,613+187.7% | Added |
| Keel Point, LLC | 5,552 | $1.48M | 0.25% | +49+0.9% | Added |
| Reuter James Wealth Management, LLC | 5,563 | $1.49M | 1.02% | −2,095−27.4% | Reduced |
| GFG Capital, LLC | 5,561 | $1.49M | 0.49% | +206+3.8% | Added |
| Fairhaven Wealth Management, LLC | 5,582 | $1.49M | 0.67% | −11−0.2% | Reduced |
| Old Well Partners, LLC | 5,600 | $1.50M | 1.24% | +5,600 | New |
| Connecticut Wealth Management, LLC | 5,623 | $1.50M | 0.14% | −461−7.6% | Reduced |
| SL Advisors, LLC | 5,623 | $1.50M | 3.73% | −25−0.4% | Reduced |
| BCS Wealth Management | 5,636 | $1.50M | 0.71% | −629−10.0% | Reduced |
| Smith, Moore & Co. | 5,643 | $1.51M | 0.23% | −1,233−17.9% | Reduced |
| Fishman Jay A Ltd | 5,646 | $1.51M | 0.22% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 5,658 | $1.51M | 0.25% | −32−0.6% | Reduced |
| Credit Agricole S A | 5,670 | $1.51M | 0.05% | −357−5.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,687 | $1.52M | 0.63% | +281+5.2% | Added |
| Romano Brothers and Company | 5,687 | $1.52M | 0.25% | +5,687 | New |
| Steinberg Asset Management LLC | 5,691 | $1.52M | 1.62% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,698 | $1.52M | 0.54% | 00.0% | Unchanged |
| Norway Savings Bank | 5,698 | $1.52M | 0.83% | +815+16.7% | Added |
| Abacus Wealth Partners, LLC | 5,703 | $1.52M | 0.81% | +197+3.6% | Added |
| Bogart Wealth, LLC | 5,704 | $1.52M | 0.13% | +3,186+126.5% | Added |
| Tealwood Asset Management Inc | 5,706 | $1.52M | 0.82% | +4+0.1% | Added |
| Pinnacle Financial Group, LLC | 5,714 | $1.53M | 1.32% | 00.0% | Unchanged |