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 |
|---|---|---|---|---|---|
| Moreno Evelyn V | 8,909 | $2.38M | 1.07% | −3,925−30.6% | Reduced |
| Orser Capital Management, LLC | 8,910 | $2.38M | 4.25% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 8,908 | $2.38M | 2.40% | +207+2.4% | Added |
| Deane Retirement Strategies, Inc. | 8,932 | $2.39M | 1.46% | +331+3.8% | Added |
| Balboa Wealth Partners | 8,939 | $2.39M | 1.05% | +8,939 | New |
| Ausdal Financial Partners, Inc. | 8,944 | $2.39M | 0.38% | −1,982−18.1% | Reduced |
| Advisor Resource Council | 8,953 | $2.39M | 1.68% | −6,830−43.3% | Reduced |
| Comerica Securities,inc. | 8,963 | $2.39M | 0.20% | −740−7.6% | Reduced |
| Aberdeen Wealth Management LLC | 9,000 | $2.40M | 2.12% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 9,025 | $2.41M | 1.23% | +965+12.0% | Added |
| Trust Co of Oklahoma | 9,060 | $2.42M | 1.22% | −318−3.4% | Reduced |
| Change Path, LLC | 9,073 | $2.42M | 0.15% | −1,104−10.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,077 | $2.42M | 0.05% | −721−7.4% | Reduced |
| Wilkinson Global Asset Management LLC | 9,088 | $2.43M | 0.22% | 00.0% | Unchanged |
| City State Bank | 9,095 | $2.43M | 1.70% | +615+7.3% | Added |
| Stonnington Group, LLC | 8,746 | $2.43M | 0.69% | −1,675−16.1% | Reduced |
| Tyler-Stone Wealth Management | 9,130 | $2.44M | 1.86% | +59+0.7% | Added |
| Cable Hill Partners, LLC | 9,144 | $2.44M | 0.50% | +63+0.7% | Added |
| VeraBank, N.A. | 9,153 | $2.44M | 1.54% | −175−1.9% | Reduced |
| Goodman Advisory Group, LLC | 9,184 | $2.45M | 1.34% | +2,913+46.5% | Added |
| Dash Acquisitions Inc. | 9,239 | $2.47M | 1.38% | +119+1.3% | Added |
| Asset Dedication, LLC | 9,240 | $2.47M | 0.27% | +272+3.0% | Added |
| Cape Cod Five Cents Savings Bank | 9,248 | $2.47M | 0.29% | −237−2.5% | Reduced |
| Landmark Financial Advisors, LLC | 9,255 | $2.47M | 1.31% | −292−3.1% | Reduced |
| Wimmer Associates 1, LLC | 8,378 | $2.47M | 1.64% | −265−3.1% | Reduced |
| Sage Mountain Advisors LLC | 9,265 | $2.47M | 0.66% | −53−0.6% | Reduced |
| CRA Financial Services, LLC | 9,275 | $2.48M | 0.89% | −16−0.2% | Reduced |
| Core Alternative Capital | 9,298 | $2.48M | 0.40% | +2,375+34.3% | Added |
| Sandy Cove Advisors, LLC | 9,300 | $2.48M | 2.23% | +4,218+83.0% | Added |
| Beacon Investment Advisory Services, Inc. | 9,307 | $2.48M | 0.14% | −200−2.1% | Reduced |
| Cohen & Steers, Inc. | 9,327 | $2.49M | 0.01% | +588+6.7% | Added |
| Asset Management Corp | 9,359 | $2.50M | 2.00% | +200+2.2% | Added |
| BancorpSouth Bank | 9,441 | $2.52M | 0.26% | +1,864+24.6% | Added |
| Blackhawk Capital Partners LLC. | 9,442 | $2.52M | 2.08% | +3,454+57.7% | Added |
| BDO Wealth Advisors, LLC | 9,480 | $2.53M | 0.34% | +89+0.9% | Added |
| Harbour Investments, Inc. | 9,270 | $2.53M | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,481 | $2.53M | 0.33% | +555+6.2% | Added |
| Peterson Financial Group, Inc. | 9,489 | $2.53M | 2.46% | +312+3.4% | Added |
| Phoenix Wealth Advisors | 9,507 | $2.54M | 2.54% | −168−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 9,513 | $2.54M | 0.55% | −895−8.6% | Reduced |
| SignalPoint Asset Management, LLC | 9,517 | $2.54M | 0.97% | −2,699−22.1% | Reduced |
| Truvestments Capital LLC | 9,515 | $2.54M | 1.60% | +341+3.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 9,327 | $2.55M | 0.18% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 9,547 | $2.55M | 0.49% | −220−2.3% | Reduced |
| Evermay Wealth Management LLC | 9,556 | $2.55M | 0.51% | +318+3.4% | Added |
| Papp L Roy & Associates | 9,568 | $2.56M | 0.39% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 9,574 | $2.56M | 0.97% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 9,581 | $2.56M | 0.50% | +6,136+178.1% | Added |
| Lakeview Capital Partners, LLC | 9,624 | $2.57M | 1.01% | +252+2.7% | Added |
| Ashford Capital Management Inc | 9,629 | $2.57M | 0.39% | −416−4.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,646 | $2.58M | 0.97% | +455+5.0% | Added |
| Searle & Co. | 9,650 | $2.58M | 0.99% | 00.0% | Unchanged |
| Sabal Trust CO | 9,684 | $2.59M | 0.20% | +131+1.4% | Added |
| Kistler-Tiffany Companies, LLC | 9,695 | $2.59M | 0.59% | +30+0.3% | Added |
| Financial Engines Advisors L.L.C. | 9,703 | $2.59M | 0.01% | +3,182+48.8% | Added |
| Calamos Wealth Management LLC | 9,707 | $2.59M | 0.22% | +242+2.6% | Added |
| Regent Peak Wealth Advisors LLC | 9,719 | $2.60M | 0.91% | +36+0.4% | Added |
| BerganKDV Wealth Management, LLC | 9,764 | $2.61M | 0.31% | −264−2.6% | Reduced |
| Roman Butler Fullerton & Co | 9,756 | $2.61M | 1.66% | +146+1.5% | Added |
| Adirondack Trust Co | 9,778 | $2.61M | 1.46% | +106+1.1% | Added |
| Rossmore Private Capital | 9,790 | $2.61M | 0.47% | +118+1.2% | Added |
| American Research & Management Co. | 9,810 | $2.62M | 0.72% | 00.0% | Unchanged |
| Cardinal Point Wealth Management Partners, LLC | 9,741 | $2.62M | 1.25% | +100+1.0% | Added |
| RiverFront Investment Group, LLC | 9,818 | $2.62M | 0.10% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 9,834 | $2.63M | 0.73% | −151−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,849 | $2.63M | 0.64% | +597+6.5% | Added |
| Cedar Brook Financial Partners, LLC | 9,856 | $2.63M | 0.85% | +40.0% | Added |
| BTR Capital Management Inc | 9,888 | $2.64M | 0.41% | +126+1.3% | Added |
| Dean Investment Associates, LLC | 9,900 | $2.64M | 0.54% | −62−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,900 | $2.64M | 0.49% | +1,312+15.3% | Added |
| Trust Co of Virginia | 9,907 | $2.65M | 0.34% | −110−1.1% | Reduced |
| Orca Investment Management, LLC | 9,910 | $2.65M | 3.45% | −35−0.4% | Reduced |
| Hourglass Capital, LLC | 9,913 | $2.65M | 1.00% | −450−4.3% | Reduced |
| Slow Capital, Inc. | 9,915 | $2.65M | 0.57% | +16+0.2% | Added |
| Ashfield Capital Partners, LLC | 9,923 | $2.65M | 0.22% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 9,928 | $2.65M | 1.08% | −34−0.3% | Reduced |
| Mad River Investors | 9,928 | $2.65M | 1.93% | 00.0% | Unchanged |
| Next Capital Management LLC | 9,956 | $2.66M | 2.01% | +961+10.7% | Added |
| HPC Germany GmbH & Co. KG | 9,963 | $2.66M | 4.37% | 00.0% | Unchanged |
| Trust Co | 9,980 | $2.67M | 0.58% | +1,076+12.1% | Added |
| Focused Wealth Management, Inc | 10,003 | $2.67M | 0.56% | +13+0.1% | Added |
| Paradigm Asset Management Co LLC | 10,014 | $2.67M | 0.89% | −400−3.8% | Reduced |
| LGT Fund Management Co Ltd. | 10,025 | $2.68M | 1.26% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 10,050 | $2.68M | 2.67% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 10,074 | $2.69M | 0.37% | −205−2.0% | Reduced |
| AXS Investments LLC | 10,095 | $2.70M | 1.05% | −1,195−10.6% | Reduced |
| Union Heritage Capital, LLC | 10,105 | $2.70M | 1.79% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 10,166 | $2.71M | 0.91% | +10,166 | New |
| Graypoint LLC | 10,173 | $2.72M | 0.35% | +117+1.2% | Added |
| Vickerman Investment Advisors, Inc. | 10,176 | $2.72M | 1.31% | +398+4.1% | Added |
| LBMC Investment Advisors, LLC | 10,192 | $2.72M | 0.31% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,669 | $2.72M | 0.57% | +7+0.1% | Added |
| Harfst & Associates, Inc. | 10,224 | $2.73M | 0.82% | +454+4.6% | Added |
| J. W. Coons Advisors, LLC | 10,254 | $2.74M | 1.04% | +365+3.7% | Added |
| Balasa Dinverno & Foltz LLC | 10,271 | $2.74M | 0.17% | −789−7.1% | Reduced |
| MBL Wealth, LLC | 10,275 | $2.74M | 0.59% | +76+0.7% | Added |
| Bull Street Advisors, LLC | 10,289 | $2.75M | 1.55% | +20+0.2% | Added |
| Visionary Wealth Advisors | 10,293 | $2.75M | 0.29% | −2,926−22.1% | Reduced |
| Hartford Financial Management Inc. | 10,293 | $2.75M | 0.81% | +382+3.9% | Added |
| LWM Advisory Services, LLC | 10,167 | $2.75M | 3.11% | +733+7.8% | Added |