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 |
|---|---|---|---|---|---|
| Royal Harbor Partners, LLC | 7,699 | $2.06M | 1.41% | −141−1.8% | Reduced |
| CoreCap Advisors, LLC | 7,725 | $2.06M | 0.17% | +376+5.1% | Added |
| BCGM Wealth Management, LLC | 7,152 | $2.07M | 1.03% | +437+6.5% | Added |
| KMG Fiduciary Partners, LLC | 7,755 | $2.07M | 0.40% | −139−1.8% | Reduced |
| Capstone Triton Financial Group, LLC | 7,758 | $2.07M | 1.77% | +63+0.8% | Added |
| Marino, Stram & Associates LLC | 7,760 | $2.07M | 0.75% | −20−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 7,770 | $2.08M | 0.13% | +148+1.9% | Added |
| Noked Capital LTD | 7,783 | $2.08M | 0.22% | +3,416+78.2% | Added |
| Noked Israel Ltd | 7,783 | $2.08M | 0.51% | +3,416+78.2% | Added |
| Klingman & Associates, LLC | 7,791 | $2.08M | 0.20% | +72+0.9% | Added |
| Tectonic Advisors LLC | 7,794 | $2.08M | 0.38% | +546+7.5% | Added |
| Semmax Financial Advisors Inc. | 7,175 | $2.08M | 0.88% | −637−8.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,806 | $2.08M | 0.16% | +142+1.9% | Added |
| E&G Advisors, LP | 7,835 | $2.09M | 0.77% | +250+3.3% | Added |
| InTrack Investment Management Inc | 7,839 | $2.09M | 2.31% | −328−4.0% | Reduced |
| Alesco Advisors LLC | 7,857 | $2.10M | 0.09% | +55+0.7% | Added |
| Cribstone Capital Management, LLC | 7,860 | $2.10M | 1.30% | −48−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 7,884 | $2.10M | 1.78% | −198−2.4% | Reduced |
| Baldwin Brothers Inc | 7,884 | $2.10M | 0.29% | −145−1.8% | Reduced |
| George Kaiser Family Foundation | 7,885 | $2.10M | 0.37% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 7,902 | $2.11M | 0.30% | −85−1.1% | Reduced |
| Oakworth Capital, Inc. | 7,905 | $2.11M | 0.23% | +138+1.8% | Added |
| Wealth Alliance | 7,922 | $2.12M | 0.42% | +5+0.1% | Added |
| Desjardins Global Asset Management Inc. | 7,930 | $2.12M | 0.27% | −551−6.5% | Reduced |
| IMS Capital Management | 7,970 | $2.13M | 1.47% | +975+13.9% | Added |
| Peak Planning Group, LLC | 7,981 | $2.13M | 1.97% | +417+5.5% | Added |
| Seelaus Asset Management LLC | 7,985 | $2.13M | 1.69% | +130+1.7% | Added |
| Altman Advisors, Inc. | 7,987 | $2.13M | 1.35% | −202−2.5% | Reduced |
| Hennessy Advisors Inc | 8,000 | $2.14M | 0.15% | −800−9.1% | Reduced |
| Sycale Advisors (NY) LLC | 8,000 | $2.14M | 0.84% | +8,000 | New |
| Seeyond | 8,044 | $2.15M | 0.26% | −6,055−42.9% | Reduced |
| Regents of the University of California | 8,043 | $2.15M | 0.44% | 00.0% | Unchanged |
| Vicus Capital | 8,058 | $2.15M | 0.25% | +663+9.0% | Added |
| Waters Parkerson & Co., LLC | 8,079 | $2.16M | 0.14% | −190−2.3% | Reduced |
| SOL Capital Management CO | 8,083 | $2.16M | 0.45% | −30−0.4% | Reduced |
| Ergoteles LLC | 8,085 | $2.16M | 0.08% | −21,530−72.7% | Reduced |
| Garde Capital, Inc. | 8,118 | $2.17M | 0.28% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,498 | $2.17M | 0.50% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,129 | $2.17M | 1.50% | +1,010+14.2% | Added |
| Essex Savings Bank | 8,132 | $2.17M | 0.86% | +2,067+34.1% | Added |
| Keystone Financial Services | 7,506 | $2.17M | 1.26% | −369−4.7% | Reduced |
| REDW Wealth LLC | 8,144 | $2.17M | 0.84% | +132+1.6% | Added |
| Naviter Wealth, LLC | 8,156 | $2.18M | 0.89% | +915+12.6% | Added |
| Crewe Advisors LLC | 8,156 | $2.18M | 0.39% | +1,207+17.4% | Added |
| Johnson Bixby & Associates, LLC | 8,163 | $2.18M | 0.55% | +90+1.1% | Added |
| JSF Financial, LLC | 8,169 | $2.18M | 0.83% | +340+4.3% | Added |
| Sterneck Capital Management, LLC | 8,202 | $2.19M | 1.55% | +1,834+28.8% | Added |
| Childress Capital Advisors, LLC | 8,154 | $2.19M | 0.86% | −419−4.9% | Reduced |
| Cadent Capital Advisors, LLC | 8,220 | $2.19M | 1.31% | +5,675+223.0% | Added |
| Aufman Associates Inc | 8,224 | $2.20M | 2.31% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 8,227 | $2.20M | 0.10% | +49+0.6% | Added |
| Cypress Wealth Services, LLC | 8,173 | $2.20M | 0.75% | −1,182−12.6% | Reduced |
| Fure Financial Corp | 8,245 | $2.20M | 1.80% | −21−0.3% | Reduced |
| Freedom Day Solutions, LLC | 8,256 | $2.21M | 1.19% | −222−2.6% | Reduced |
| Investment Management of Virginia LLC | 8,275 | $2.21M | 0.48% | +258+3.2% | Added |
| Harvest Fund Management Co., Ltd | 8,274 | $2.21M | 0.64% | +2,853+52.6% | Added |
| Physicians Financial Services, Inc. | 8,283 | $2.21M | 1.07% | −380−4.4% | Reduced |
| MCF Advisors LLC | 8,302 | $2.22M | 0.25% | +1,788+27.4% | Added |
| Condor Capital Management | 8,310 | $2.22M | 0.29% | +378+4.8% | Added |
| Nottingham Advisors, Inc. | 8,315 | $2.22M | 0.32% | +171+2.1% | Added |
| Marks Group Wealth Management, Inc | 8,313 | $2.22M | 0.34% | +470+6.0% | Added |
| Twin Lakes Capital Management, LLC | 8,335 | $2.23M | 1.79% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,354 | $2.23M | 0.42% | −51−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 8,356 | $2.23M | 0.84% | +190+2.3% | Added |
| Personal Cfo Solutions, LLC | 8,396 | $2.24M | 0.56% | −93−1.1% | Reduced |
| Channing Global Advisors, LLC | 8,427 | $2.25M | 2.87% | −809−8.8% | Reduced |
| Milestones Administradora de Recursos Ltda. | 8,430 | $2.25M | 1.53% | 00.0% | Unchanged |
| Linden Rose Investment LLC | 8,437 | $2.25M | 5.09% | +373+4.6% | Added |
| Trustmark National Bank Trust Department | 8,441 | $2.25M | 0.22% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8,474 | $2.26M | 1.17% | +38+0.5% | Added |
| MainStreet Investment Advisors LLC | 8,495 | $2.27M | 0.28% | +30.0% | Added |
| ICA Group Wealth Management, LLC | 8,498 | $2.27M | 0.48% | +1,259+17.4% | Added |
| American Money Management, LLC | 8,500 | $2.27M | 0.69% | +134+1.6% | Added |
| C2C Wealth Management, LLC | 8,094 | $2.27M | 0.44% | +54+0.7% | Added |
| Caliber Wealth Management, LLC | 8,522 | $2.28M | 1.80% | +139+1.7% | Added |
| Journey Advisory Group, LLC | 8,525 | $2.28M | 0.58% | +791+10.2% | Added |
| Intellectus Partners, LLC | 8,536 | $2.28M | 0.81% | −2,059−19.4% | Reduced |
| James Investment Research Inc | 8,535 | $2.28M | 0.33% | +8,535 | New |
| Summit Global Investments | 8,539 | $2.28M | 0.21% | +4,472+110.0% | Added |
| Addison Advisors LLC | 8,547 | $2.28M | 1.41% | +142+1.7% | Added |
| Select Asset Management & Trust | 8,584 | $2.29M | 2.73% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 8,588 | $2.29M | 0.97% | −2,151−20.0% | Reduced |
| ACG Wealth | 8,605 | $2.30M | 0.53% | +678+8.6% | Added |
| Summit X, LLC | 8,600 | $2.30M | 0.68% | +874+11.3% | Added |
| New England Research & Management, Inc. | 8,666 | $2.31M | 1.46% | −350−3.9% | Reduced |
| Vance Wealth, Inc. | 8,673 | $2.32M | 1.78% | +75+0.9% | Added |
| NTV Asset Management LLC | 8,724 | $2.33M | 0.49% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8,740 | $2.33M | 1.36% | +50+0.6% | Added |
| Sterling Investment Counsel, LLC | 8,752 | $2.34M | 1.71% | −1,020−10.4% | Reduced |
| Canandaigua National Corp | 8,778 | $2.34M | 0.42% | −350−3.8% | Reduced |
| RKL Wealth Management LLC | 8,784 | $2.35M | 0.34% | −117−1.3% | Reduced |
| Ahrens Investment Partners LLC | 8,799 | $2.35M | 1.24% | −2,554−22.5% | Reduced |
| Rocky Mountain Advisers, LLC | 8,804 | $2.35M | 3.06% | −1,965−18.2% | Reduced |
| Wambolt & Associates, LLC | 8,843 | $2.36M | 1.00% | +171+2.0% | Added |
| Triumph Capital Management | 8,850 | $2.36M | 1.29% | +93+1.1% | Added |
| Prairiewood Capital, LLC | 8,854 | $2.36M | 1.95% | +355+4.2% | Added |
| Tru Independence Asset Management 2, LLC | 8,864 | $2.37M | 2.51% | +1,109+14.3% | Added |
| Islay Capital Management, LLC | 8,882 | $2.37M | 2.82% | −148−1.6% | Reduced |
| LPWM LLC | 8,897 | $2.38M | 1.42% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,815 | $2.38M | 0.31% | +401+4.8% | Added |