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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 10,301 | $2.75M | 0.25% | −73−0.7% | Reduced |
| Hirtle Callaghan & Co LLC | 10,302 | $2.75M | 0.20% | +1,100+12.0% | Added |
| Phoenix Holdings Ltd. | 10,271 | $2.77M | 0.06% | +9,115+788.5% | Added |
| Lokken Investment Group LLC | 10,364 | $2.77M | 2.39% | −10,424−50.1% | Reduced |
| AlphaCrest Capital Management LLC | 10,376 | $2.77M | 0.17% | −9,737−48.4% | Reduced |
| Forte Capital LLC | 10,414 | $2.78M | 0.50% | +126+1.2% | Added |
| Sunbelt Securities, Inc. | 10,414 | $2.78M | 0.59% | +3,670+54.4% | Added |
| Cardiff Park Advisors, LLC | 10,422 | $2.78M | 0.44% | −227−2.1% | Reduced |
| Oak Grove Capital LLC | 10,421 | $2.78M | 0.95% | +9,686+1,317.8% | Added |
| Capitol Family Office, Inc. | 10,453 | $2.79M | 4.19% | −91−0.9% | Reduced |
| Aevitas Wealth Management, Inc. | 10,457 | $2.79M | 2.10% | −210−2.0% | Reduced |
| Legacy Financial Strategies, LLC | 10,493 | $2.80M | 1.30% | +1,330+14.5% | Added |
| Apella Capital, LLC | 10,508 | $2.81M | 0.33% | −17−0.2% | Reduced |
| Gould Capital, LLC | 10,512 | $2.81M | 2.43% | +108+1.0% | Added |
| Endurance Wealth Management, Inc. | 10,514 | $2.81M | 0.46% | +1,788+20.5% | Added |
| Hikari Tsushin, Inc. | 10,534 | $2.81M | 0.34% | +6,605+168.1% | Added |
| Pine Haven Investment Counsel, Inc | 10,543 | $2.81M | 3.43% | −50.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,541 | $2.82M | 0.91% | +801+8.2% | Added |
| Capital Advisors Wealth Management, LLC | 10,556 | $2.82M | 0.94% | +513+5.1% | Added |
| Intrepid Capital Management Inc | 10,604 | $2.83M | 2.30% | −88−0.8% | Reduced |
| Uncommon Cents Investing LLC | 10,610 | $2.83M | 1.19% | +780+7.9% | Added |
| First City Capital Management, Inc. | 10,614 | $2.83M | 1.87% | 00.0% | Unchanged |
| Ballast Advisors LLC | 10,619 | $2.83M | 1.33% | +340+3.3% | Added |
| Xcel Wealth Management, LLC | 10,640 | $2.84M | 1.06% | +4,083+62.3% | Added |
| Strong Tower Advisory Services | 10,656 | $2.85M | 1.69% | +52+0.5% | Added |
| Little House Capital LLC | 10,670 | $2.85M | 1.52% | +1,046+10.9% | Added |
| Bank Hapoalim BM | 10,680 | $2.85M | 0.36% | −1,326−11.0% | Reduced |
| X-Square Capital, LLC | 10,779 | $2.87M | 1.82% | −112−1.0% | Reduced |
| Sonata Capital Group Inc | 10,742 | $2.87M | 1.58% | +385+3.7% | Added |
| Dorchester Wealth Management Co | 10,745 | $2.87M | 0.63% | 00.0% | Unchanged |
| Investment Management Associates Inc | 10,745 | $2.87M | 1.35% | +1,064+11.0% | Added |
| Capital Wealth Alliance, LLC | 10,772 | $2.88M | 2.38% | −694−6.1% | Reduced |
| Tiemann Investment Advisors, LLC | 10,817 | $2.89M | 1.87% | −70−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 10,868 | $2.90M | 1.32% | −2,261−17.2% | Reduced |
| Herbst Group, LLC | 10,897 | $2.91M | 2.39% | +175+1.6% | Added |
| Soditic Asset Management LLP | 10,920 | $2.92M | 3.63% | 00.0% | Unchanged |
| Highland Private Wealth Management | 10,969 | $2.93M | 0.47% | −162−1.5% | Reduced |
| Colonial Trust Co | 10,971 | $2.93M | 0.93% | +10,971 | New |
| Autumn Glory Partners, LLC | 10,969 | $2.93M | 1.97% | +4,089+59.4% | Added |
| Diligent Investors, LLC | 10,987 | $2.93M | 1.05% | +379+3.6% | Added |
| Olstein Capital Management, L.P. | 11,000 | $2.94M | 0.49% | 00.0% | Unchanged |
| Bislett Management, LLC | 11,000 | $2.94M | 2.01% | 00.0% | Unchanged |
| Washington Trust Bank | 11,011 | $2.94M | 0.37% | +67+0.6% | Added |
| Capital Asset Advisory Services LLC | 11,012 | $2.94M | 0.38% | +1,771+19.2% | Added |
| Lathrop Investment Management Corp | 11,018 | $2.94M | 0.78% | −35−0.3% | Reduced |
| MONECO Advisors, LLC | 11,031 | $2.94M | 1.18% | +181+1.7% | Added |
| Institute for Wealth Management, LLC. | 11,032 | $2.95M | 0.66% | −2,019−15.5% | Reduced |
| Gs Investments, Inc. | 11,039 | $2.95M | 1.95% | −85−0.8% | Reduced |
| Allred Capital Management, LLC | 11,047 | $2.95M | 1.84% | −165−1.5% | Reduced |
| Delta Financial Advisors LLC | 11,052 | $2.95M | 1.57% | +180+1.7% | Added |
| Magnus Financial Group LLC | 11,069 | $2.96M | 0.57% | +200+1.8% | Added |
| Legacy Advisors, LLC | 11,117 | $2.97M | 0.66% | +280+2.6% | Added |
| Curbstone Financial Management Corp | 11,124 | $2.97M | 0.74% | +20+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,153 | $2.98M | 0.75% | −602−5.1% | Reduced |
| Basepoint Wealth LLC | 11,163 | $2.98M | 3.18% | −24−0.2% | Reduced |
| Nova R Wealth, Inc. | 11,163 | $2.98M | 2.43% | +6+0.1% | Added |
| StoneX Group Inc. | 11,188 | $2.99M | 0.41% | −127−1.1% | Reduced |
| Soltis Investment Advisors LLC | 11,194 | $2.99M | 0.45% | +484+4.5% | Added |
| Grant/GrossMendelsohn, LLC | 10,357 | $3.00M | 1.62% | +400+4.0% | Added |
| Annapolis Financial Services, LLC | 11,275 | $3.01M | 1.11% | +80+0.7% | Added |
| First National Bank Sioux Falls | 11,308 | $3.02M | 3.16% | −510−4.3% | Reduced |
| Aire Advisors, LLC | 11,339 | $3.03M | 1.04% | −98−0.9% | Reduced |
| Strategic Blueprint, LLC | 11,350 | $3.03M | 0.38% | +1,424+14.3% | Added |
| Alps Advisors Inc | 11,350 | $3.03M | 0.03% | +3,973+53.9% | Added |
| NorthCrest Asset Manangement, LLC | 11,372 | $3.04M | 0.16% | +1,267+12.5% | Added |
| First Command Bank | 11,438 | $3.05M | 0.44% | +49+0.4% | Added |
| First Command Financial Services, Inc. | 11,438 | $3.05M | 0.44% | +49+0.4% | Added |
| Fort Sheridan Advisors LLC | 11,478 | $3.06M | 1.03% | +1,093+10.5% | Added |
| Canvas Wealth Advisors, LLC | 10,636 | $3.07M | 1.31% | −822−7.2% | Reduced |
| Costello Asset Management, INC | 11,503 | $3.07M | 2.90% | +10,793+1,520.1% | Added |
| Foundations Investment Advisors, LLC | 11,509 | $3.07M | 0.13% | +7,583+193.1% | Added |
| Northwest Wealth Management, LLC | 11,511 | $3.07M | 1.36% | +141+1.2% | Added |
| TFC Financial Management | 11,543 | $3.08M | 0.98% | +1,300+12.7% | Added |
| Lynch & Associates | 11,546 | $3.08M | 0.90% | +448+4.0% | Added |
| Whitener Capital Management, Inc. | 11,601 | $3.10M | 1.46% | +565+5.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 11,653 | $3.11M | 1.51% | +115+1.0% | Added |
| World Equity Group, Inc. | 11,733 | $3.13M | 0.79% | +328+2.9% | Added |
| Archford Capital Strategies, LLC | 11,781 | $3.15M | 0.81% | +100+0.9% | Added |
| Richard P Slaughter Associates Inc | 11,786 | $3.15M | 1.33% | +1,031+9.6% | Added |
| AIMZ Investment Advisors, LLC | 11,813 | $3.15M | 1.60% | −50−0.4% | Reduced |
| Kingfisher Capital LLC | 11,818 | $3.16M | 0.87% | −777−6.2% | Reduced |
| Regal Investment Advisors LLC | 11,829 | $3.16M | 0.34% | −317−2.6% | Reduced |
| GYL Financial Synergies, LLC | 11,850 | $3.16M | 0.86% | −3,884−24.7% | Reduced |
| Qtron Investments LLC | 11,853 | $3.17M | 0.79% | −483−3.9% | Reduced |
| Cornerstone Wealth Management, LLC | 11,873 | $3.17M | 0.35% | −232−1.9% | Reduced |
| Parkside Financial Bank & Trust | 11,874 | $3.17M | 1.01% | +419+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,903 | $3.18M | 0.32% | −18,707−61.1% | Reduced |
| Heartland Advisors Inc | 11,911 | $3.18M | 0.24% | −40−0.3% | Reduced |
| Wedmont Private Capital | 11,925 | $3.18M | 0.64% | +1,182+11.0% | Added |
| Fiera Capital Corp | 11,959 | $3.19M | 0.01% | +32+0.3% | Added |
| Taconic Capital Advisors LP | 12,000 | $3.20M | 0.10% | +5,500+84.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,008 | $3.21M | 2.37% | +170+1.4% | Added |
| Bridgewater Advisors Inc. | 12,022 | $3.21M | 0.89% | +202+1.7% | Added |
| Avestar Capital, LLC | 12,026 | $3.21M | 0.89% | +1,224+11.3% | Added |
| Advisors Asset Management, Inc. | 12,030 | $3.21M | 0.07% | +1,867+18.4% | Added |
| Scott & Selber, Inc. | 12,031 | $3.21M | 1.55% | +19+0.2% | Added |
| QVR LLC | 12,050 | $3.22M | 2.93% | +11,498+2,083.0% | Added |
| Greenup Street Wealth Management LLC | 12,059 | $3.22M | 1.46% | −1,185−8.9% | Reduced |
| Nadler Financial Group, Inc. | 12,071 | $3.22M | 0.61% | +25+0.2% | Added |
| Sargent Investment Group, LLC | 11,664 | $3.22M | 1.00% | −33−0.3% | Reduced |