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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 5,723 | $1.53M | 0.16% | −50−0.9% | Reduced |
| Optas, LLC | 5,730 | $1.53M | 0.67% | +4,736+476.5% | Added |
| Stevard, LLC | 5,750 | $1.53M | 1.44% | +5,750 | New |
| Windsor Group LTD | 5,710 | $1.54M | 0.38% | 00.0% | Unchanged |
| Tufton Capital Management | 5,758 | $1.54M | 0.37% | +20+0.3% | Added |
| West Chester Capital Advisors, Inc | 5,761 | $1.54M | 3.39% | −15−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 5,762 | $1.54M | 0.12% | −17,973−75.7% | Reduced |
| Benjamin Edwards Inc | 5,763 | $1.54M | 0.46% | +175+3.1% | Added |
| Sanford Advisory Services, LLC | 5,793 | $1.55M | 0.44% | −187−3.1% | Reduced |
| Amarillo National Bank | 5,799 | $1.55M | 0.36% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 5,814 | $1.55M | 0.00% | −1,337,042−99.6% | Reduced |
| GSB Wealth Management, LLC | 5,811 | $1.55M | 0.56% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,817 | $1.55M | 0.73% | −131−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 5,847 | $1.56M | 0.40% | −90−1.5% | Reduced |
| Enhancing Capital LLC | 5,793 | $1.56M | 1.93% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,840 | $1.56M | 0.41% | +645+12.4% | Added |
| Financial Strategies Group, Inc. | 5,838 | $1.56M | 0.71% | +1,464+33.5% | Added |
| Evergreen Wealth Solutions, LLC | 5,844 | $1.56M | 2.21% | −9−0.2% | Reduced |
| Spouting Rock Asset Management, LLC | 5,851 | $1.56M | 1.20% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,852 | $1.56M | 1.85% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,861 | $1.56M | 1.01% | +70+1.2% | Added |
| Galvin, Gaustad & Stein, LLC | 5,871 | $1.57M | 0.17% | +97+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 5,883 | $1.57M | 0.72% | +343+6.2% | Added |
| NorthLanding Financial Partners, LLC | 5,882 | $1.57M | 1.24% | +5,882 | New |
| Mattern Wealth Management LLC | 5,892 | $1.57M | 0.63% | +150+2.6% | Added |
| Monarch Capital Management Inc | 5,903 | $1.58M | 0.51% | 00.0% | Unchanged |
| First Personal Financial Services | 5,934 | $1.58M | 0.46% | +160+2.8% | Added |
| Bouchey Financial Group Ltd | 5,936 | $1.58M | 0.23% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 5,947 | $1.59M | 0.98% | +120+2.1% | Added |
| Garrett Investment Advisors LLC | 5,950 | $1.59M | 0.40% | +1,647+38.3% | Added |
| Madrona Financial Services, LLC | 5,963 | $1.59M | 0.98% | −63−1.0% | Reduced |
| Girard Partners Ltd. | 5,978 | $1.60M | 0.21% | −299−4.8% | Reduced |
| Hixon Zuercher, LLC | 5,986 | $1.60M | 1.02% | −518−8.0% | Reduced |
| Fiducient Advisors LLC | 5,988 | $1.60M | 0.76% | −11,218−65.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,997 | $1.60M | 0.81% | −37−0.6% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,997 | $1.60M | 3.25% | +5,997 | New |
| Chesapeake Wealth Management | 5,999 | $1.60M | 0.73% | +3,169+112.0% | Added |
| Hall Capital Management Co Inc | 6,003 | $1.60M | 1.07% | 00.0% | Unchanged |
| Weaver Consulting Group | 6,005 | $1.60M | 0.92% | −94−1.5% | Reduced |
| Provident Trust Co | 6,015 | $1.61M | 0.05% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 6,043 | $1.61M | 1.59% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,047 | $1.61M | 0.29% | −87−1.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,047 | $1.61M | 0.15% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,050 | $1.61M | 0.38% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6,065 | $1.62M | 0.35% | +3,770+164.3% | Added |
| Gradient Capital Advisors, LLC | 6,069 | $1.62M | 0.77% | +153+2.6% | Added |
| Winmill & Co. Inc | 6,110 | $1.63M | 0.65% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,921 | $1.64M | 0.33% | −592−9.1% | Reduced |
| Transatlantique Private Wealth LLC | 6,130 | $1.64M | 1.09% | +263+4.5% | Added |
| TrinityPoint Wealth, LLC | 6,135 | $1.64M | 0.37% | +121+2.0% | Added |
| Fingerlakes Wealth Management, Inc. | 6,142 | $1.64M | 2.39% | −269−4.2% | Reduced |
| Integrated Investment Consultants, LLC | 6,140 | $1.64M | 0.65% | +45+0.7% | Added |
| Concord Wealth Partners | 6,147 | $1.64M | 0.52% | +126+2.1% | Added |
| Hodges Capital Management Inc. | 6,163 | $1.65M | 0.27% | −1,250−16.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,197 | $1.66M | 0.92% | −30−0.5% | Reduced |
| Empowered Funds, LLC | 6,202 | $1.66M | 0.16% | +986+18.9% | Added |
| Eldridge Investment Advisors, Inc. | 6,206 | $1.66M | 0.64% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,208 | $1.66M | 1.47% | −250−3.9% | Reduced |
| Sonora Investment Management Group, LLC | 6,078 | $1.66M | 0.21% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,223 | $1.66M | 0.83% | +6,223 | New |
| Compton Wealth Advisory Group, LLC | 6,234 | $1.67M | 0.71% | −25−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,242 | $1.67M | 0.18% | +40+0.6% | Added |
| River Wealth Advisors LLC | 6,247 | $1.67M | 0.36% | −135−2.1% | Reduced |
| Southland Equity Partners LLC | 6,252 | $1.67M | 0.82% | +251+4.2% | Added |
| StrategIQ Financial Group, LLC | 6,255 | $1.67M | 0.21% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 6,256 | $1.67M | 0.94% | +20+0.3% | Added |
| Investment Partners, Ltd. | 6,256 | $1.67M | 0.50% | +1,890+43.3% | Added |
| Wellington Shields & Co., LLC | 6,305 | $1.68M | 0.73% | +17+0.3% | Added |
| Bremer Bank National Association | 6,321 | $1.69M | 0.38% | −828−11.6% | Reduced |
| CMC Financial Group | 6,330 | $1.69M | 3.97% | +479+8.2% | Added |
| Liberty Wealth Management LLC | 6,336 | $1.69M | 0.45% | +268+4.4% | Added |
| Erste Asset Management GmbH | 6,260 | $1.69M | 0.04% | −1,279−17.0% | Reduced |
| Magnolia Capital Advisors LLC | 6,351 | $1.70M | 1.43% | +304+5.0% | Added |
| Financial Connections Group, Inc. | 6,359 | $1.70M | 1.43% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 6,358 | $1.70M | 1.81% | −1,604−20.1% | Reduced |
| Octavia Wealth Advisors, LLC | 6,375 | $1.70M | 0.46% | −194−3.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,377 | $1.70M | 0.01% | +1,811+39.7% | Added |
| Artemis Wealth Advisors, LLC | 6,392 | $1.71M | 0.45% | +1,329+26.2% | Added |
| Monticello Wealth Management, LLC | 6,402 | $1.71M | 0.20% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 6,402 | $1.71M | 0.41% | +157+2.5% | Added |
| Newman Dignan & Sheerar, Inc. | 6,404 | $1.71M | 0.63% | −109−1.7% | Reduced |
| Firestone Capital Management | 6,407 | $1.71M | 0.70% | +400+6.7% | Added |
| Treynor Bancshares, Inc. | 6,412 | $1.71M | 1.28% | +50+0.8% | Added |
| Phocas Financial Corp. | 6,425 | $1.72M | 0.27% | +515+8.7% | Added |
| Larson Financial Group LLC | 6,430 | $1.72M | 0.24% | +293+4.8% | Added |
| Gilbert & Cook, Inc. | 5,935 | $1.72M | 0.38% | −221−3.6% | Reduced |
| Prosperity Consulting Group, LLC | 6,437 | $1.72M | 1.41% | +31+0.5% | Added |
| Main Street Financial Solutions, LLC | 6,450 | $1.72M | 0.28% | +116+1.8% | Added |
| MidWestOne Financial Group, Inc. | 6,450 | $1.72M | 0.44% | +135+2.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,469 | $1.73M | 0.57% | +7+0.1% | Added |
| EPG Wealth Management LLC | 6,474 | $1.73M | 0.71% | −353−5.2% | Reduced |
| Schwartz Investment Counsel Inc | 6,490 | $1.73M | 0.09% | −356−5.2% | Reduced |
| Vestor Capital, LLC | 6,491 | $1.73M | 0.23% | +200+3.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,497 | $1.74M | 0.27% | +6,497 | New |
| Vivaldi Capital Management, LLC | 6,463 | $1.74M | 0.47% | +126+2.0% | Added |
| Guardian Financial Partners, LLC | 6,516 | $1.74M | 2.02% | +221+3.5% | Added |
| Annex Advisory Services, LLC | 6,520 | $1.74M | 0.12% | −183−2.7% | Reduced |
| StrongBox Wealth, LLC | 6,521 | $1.74M | 1.26% | +957+17.2% | Added |
| Exos TFP Holdings LLC | 6,533 | $1.74M | 0.80% | +6,533 | New |
| Hemenway Trust Co LLC | 6,535 | $1.75M | 0.21% | −160−2.4% | Reduced |