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 |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,564 | $1.75M | 1.22% | −250−3.7% | Reduced |
| Good Life Advisors, LLC | 6,585 | $1.76M | 0.26% | +94+1.4% | Added |
| Pure Financial Advisors, Inc. | 6,588 | $1.76M | 0.10% | −510−7.2% | Reduced |
| Hall Kathryn A. | 6,600 | $1.76M | 0.73% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,602 | $1.76M | 0.34% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,605 | $1.76M | 0.33% | +1,987+43.0% | Added |
| Lowe Brockenbrough & Co Inc | 6,612 | $1.77M | 0.17% | +47+0.7% | Added |
| Vaughan David Investments LLC | 6,615 | $1.77M | 0.06% | +205+3.2% | Added |
| Atlas Brown,Inc. | 6,635 | $1.77M | 0.90% | +50+0.8% | Added |
| Enterprise Financial Services Corp | 6,643 | $1.77M | 1.32% | +923+16.1% | Added |
| Magnolia Capital Management Ltd | 6,651 | $1.78M | 1.83% | +297+4.7% | Added |
| Trail Ridge Investment Advisors, LLC | 5,747 | $1.78M | 1.18% | +35+0.6% | Added |
| Greenwich Wealth Management LLC | 6,672 | $1.78M | 0.19% | +391+6.2% | Added |
| Kraematon Investment Advisors, Inc | 6,675 | $1.78M | 2.30% | −51−0.8% | Reduced |
| Dohj, LLC | 6,673 | $1.78M | 1.20% | +330+5.2% | Added |
| Rational Advisors LLC | 6,702 | $1.79M | 0.14% | +169+2.6% | Added |
| Holderness Investments Co | 6,736 | $1.80M | 0.82% | −5−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,745 | $1.80M | 0.79% | +1,479+28.1% | Added |
| Laraway Financial Inc | 6,760 | $1.80M | 2.02% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 6,763 | $1.81M | 1.11% | −757−10.1% | Reduced |
| Cutler Group LP | 6,769 | $1.81M | 0.22% | −3,173−31.9% | Reduced |
| Walleye Capital LLC | 6,766 | $1.81M | 0.04% | +6,766 | New |
| Prentiss Smith & Co Inc | 6,778 | $1.81M | 1.61% | −250−3.6% | Reduced |
| Legacy Private Trust Co. | 6,779 | $1.81M | 0.17% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6,808 | $1.82M | 1.12% | −2,201−24.4% | Reduced |
| Icapital Wealth LLC | 6,825 | $1.82M | 1.31% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6,834 | $1.82M | 0.01% | −176−2.5% | Reduced |
| 180 Wealth Advisors, LLC | 6,835 | $1.82M | 0.50% | +81+1.2% | Added |
| Planning Center, Inc. | 6,837 | $1.83M | 1.45% | 00.0% | Unchanged |
| Brave Asset Management Inc | 6,861 | $1.83M | 0.94% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 6,874 | $1.83M | 0.14% | +7+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,872 | $1.83M | 0.65% | +3,871+129.0% | Added |
| FLC Capital Advisors | 6,882 | $1.84M | 0.64% | −144−2.0% | Reduced |
| Churchill Management Corp | 6,882 | $1.84M | 0.05% | +6,882 | New |
| Brandywine Trust Co | 6,906 | $1.84M | 0.66% | 00.0% | Unchanged |
| Allen Operations LLC | 6,906 | $1.84M | 0.49% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,909 | $1.84M | 0.56% | +862+14.3% | Added |
| Nicolet Bankshares Inc | 6,917 | $1.85M | 0.53% | −382−5.2% | Reduced |
| Coastal Bridge Advisors, LLC | 6,924 | $1.85M | 0.50% | +96+1.4% | Added |
| Pacific Center for Financial Services | 6,928 | $1.85M | 0.72% | −27−0.4% | Reduced |
| Bangor Savings Bank | 6,931 | $1.85M | 0.21% | +30.0% | Added |
| Maryland Capital Management | 6,935 | $1.85M | 0.15% | −448−6.1% | Reduced |
| ARGI Investment Services, LLC | 6,935 | $1.85M | 0.06% | +106+1.6% | Added |
| JT Stratford LLC | 6,938 | $1.85M | 0.66% | −1,589−18.6% | Reduced |
| Carlson Capital Management | 6,941 | $1.85M | 0.16% | −37−0.5% | Reduced |
| Marcum Wealth, LLC | 7,020 | $1.87M | 0.28% | −641−8.4% | Reduced |
| Invst, LLC | 7,029 | $1.88M | 0.32% | +431+6.5% | Added |
| Field & Main Bank | 7,025 | $1.88M | 1.26% | +75+1.1% | Added |
| TruWealth Advisors, LLC | 7,048 | $1.88M | 0.20% | −3,037−30.1% | Reduced |
| Colrain Capital LLC | 7,050 | $1.88M | 3.14% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,064 | $1.89M | 0.11% | +170+2.5% | Added |
| Lyell Wealth Management, LP | 7,062 | $1.89M | 0.32% | +303+4.5% | Added |
| 1776 Wealth LLC | 7,072 | $1.89M | 1.43% | 00.0% | Unchanged |
| Hudock, Inc. | 7,073 | $1.89M | 0.64% | +147+2.1% | Added |
| Deseret Mutual Benefit Administrators | 7,074 | $1.89M | 0.53% | −1,477−17.3% | Reduced |
| Oarsman Capital, Inc. | 7,082 | $1.89M | 1.02% | +37+0.5% | Added |
| Parisi Gray Wealth Management | 7,085 | $1.89M | 1.44% | −3,150−30.8% | Reduced |
| Old West Investment Management, LLC | 7,086 | $1.89M | 1.34% | +56+0.8% | Added |
| NVWM, LLC | 7,104 | $1.90M | 0.75% | +163+2.3% | Added |
| Lester Murray Antman dba SimplyRich | 7,128 | $1.90M | 0.86% | −11−0.2% | Reduced |
| Walker Financial Services, Inc. | 7,136 | $1.91M | 1.78% | −293−3.9% | Reduced |
| Dimension Capital Management LLC | 7,143 | $1.91M | 0.46% | −197−2.7% | Reduced |
| Gibson Capital, LLC | 7,167 | $1.91M | 0.61% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 7,195 | $1.92M | 0.48% | +92+1.3% | Added |
| David R. Rahn & Associates Inc. | 7,205 | $1.92M | 0.92% | −100−1.4% | Reduced |
| Financial Advisory Group | 7,233 | $1.93M | 0.44% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 7,236 | $1.93M | 1.18% | 00.0% | Unchanged |
| Guardian Investment Management | 7,236 | $1.93M | 1.98% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 7,253 | $1.94M | 0.41% | +28+0.4% | Added |
| Calton & Associates, Inc. | 7,319 | $1.95M | 1.12% | +1,291+21.4% | Added |
| Commerzbank Aktiengesellschaft | 7,333 | $1.96M | 0.14% | +1,203+19.6% | Added |
| Rede Wealth, LLC | 7,364 | $1.97M | 1.17% | +264+3.7% | Added |
| James Hambro & Partners | 7,360 | $1.97M | 0.17% | −799−9.8% | Reduced |
| First American Trust, FSB | 7,378 | $1.97M | 0.33% | −353−4.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 7,384 | $1.97M | 1.50% | +30.0% | Added |
| Samalin Investment Counsel, LLC | 7,392 | $1.97M | 1.45% | −130−1.7% | Reduced |
| Cahaba Wealth Management, Inc. | 7,397 | $1.98M | 0.27% | +111+1.5% | Added |
| Aj Wealth Strategies, LLC | 7,399 | $1.98M | 0.12% | −300−3.9% | Reduced |
| Intact Investment Management Inc. | 7,400 | $1.98M | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 7,423 | $1.98M | 1.16% | −142−1.9% | Reduced |
| Jag Capital Management, LLC | 7,429 | $1.98M | 0.28% | +393+5.6% | Added |
| SNS Financial Group, LLC | 7,477 | $2.00M | 0.29% | +25+0.3% | Added |
| Silver Oak Securities, Inc | 5,707 | $2.00M | 0.43% | +2,871+101.2% | Added |
| Roof Eidam & Maycock | 7,498 | $2.00M | 0.75% | +65+0.9% | Added |
| Vise Technologies, Inc. | 7,501 | $2.00M | 0.75% | +1,023+15.8% | Added |
| ExodusPoint Capital Management, LP | 7,528 | $2.01M | 0.03% | −73,598−90.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 7,526 | $2.01M | 1.04% | −492−6.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 7,527 | $2.01M | 1.52% | −9−0.1% | Reduced |
| Westshore Wealth, LLC | 7,551 | $2.02M | 1.39% | 00.0% | Unchanged |
| Cortland Associates Inc | 7,557 | $2.02M | 0.36% | +20.0% | Added |
| Amica Retiree Medical Trust | 7,573 | $2.02M | 2.53% | +1,932+34.2% | Added |
| Baystate Wealth Management LLC | 7,596 | $2.03M | 0.21% | +10+0.1% | Added |
| Versant Capital Management, Inc | 7,625 | $2.04M | 0.80% | +21+0.3% | Added |
| Park National Corp | 7,634 | $2.04M | 0.10% | −256−3.2% | Reduced |
| Maple Capital Management, Inc. | 6,605 | $2.04M | 0.26% | +108+1.7% | Added |
| Western Pacific Wealth Management, LP | 7,654 | $2.04M | 2.10% | +507+7.1% | Added |
| American Investment Services, Inc. | 7,655 | $2.04M | 0.49% | −24−0.3% | Reduced |
| FourThought Financial, LLC | 7,667 | $2.05M | 0.30% | +900+13.3% | Added |
| Hikari Power Ltd | 7,670 | $2.05M | 0.23% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 7,676 | $2.05M | 0.62% | +654+9.3% | Added |