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; 4,928 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
- 3,328
- +10 vs. Q2 2022
- Shares held
- 835.5M
- −229.6K (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
- 1,127 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 632 | $169.0K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 655 | $174.0K | 0.15% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 670 | $179.0K | 0.06% | +9+1.4% | Added |
| Raffa Wealth Management, LLC | 673 | $179.7K | 0.08% | −198−22.7% | Reduced |
| Macroview Investment Management LLC | 675 | $180.0K | 0.33% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 683 | $182.0K | 0.00% | −28−3.9% | Reduced |
| Morton Brown Family Wealth, LLC | 703 | $188.0K | 0.15% | 00.0% | Unchanged |
| Monolith Advisors | 719 | $191.0K | 0.21% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 738 | $197.0K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 744 | $199.0K | 0.19% | −670−47.4% | Reduced |
| Mawer Investment Management Ltd. | 750 | $200.0K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $200.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $200.0K | 0.16% | 00.0% | Unchanged |
| FAI Wealth Management | 750 | $200.0K | 0.20% | 00.0% | Unchanged |
| Steward Financial Group LLC | 754 | $201.0K | 0.15% | −26−3.3% | Reduced |
| Waller Financial Planning Group, Inc | 753 | $201.0K | 0.06% | +753 | New |
| Peninsula Asset Management Inc | 757 | $202.0K | 0.13% | 00.0% | Unchanged |
| ETF Store, Inc. | 762 | $203.0K | 0.18% | −86−10.1% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 762 | $203.0K | 0.33% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 762 | $203.0K | 0.06% | +28+3.8% | Added |
| Detalus Advisors, LLC | 763 | $204.0K | 0.12% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 769 | $205.0K | 0.18% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 769 | $205.0K | 0.06% | 00.0% | Unchanged |
| Mma Asset Management LLC | 769 | $205.0K | 0.18% | +4+0.5% | Added |
| Nikulski Financial, Inc. | 767 | $205.0K | 0.11% | +767 | New |
| Tamar Securities, LLC | 772 | $206.0K | 0.07% | −32−4.0% | Reduced |
| Arbor Capital Management Inc | 739 | $206.0K | 0.19% | 00.0% | Unchanged |
| Verity & Verity, LLC | 775 | $207.0K | 0.03% | +775 | New |
| Sentinel Trust Co Lba | 780 | $208.0K | 0.03% | −5−0.6% | Reduced |
| Fusion Family Wealth LLC | 766 | $209.0K | 0.03% | −450−37.0% | Reduced |
| Alamar Capital Management, LLC | 781 | $209.0K | 0.23% | +781 | New |
| Chiron Capital Management, LLC | 786 | $210.0K | 0.14% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 785 | $210.0K | 0.06% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 790 | $211.0K | 0.11% | −1,201−60.3% | Reduced |
| Tobias Financial Advisors, Inc. | 791 | $211.0K | 0.07% | −19−2.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 789 | $211.0K | 0.15% | +789 | New |
| Bridge Creek Capital Management LLC | 797 | $213.0K | 0.09% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 796 | $213.0K | 0.23% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 789 | $213.0K | 0.18% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 803 | $214.0K | 0.04% | −147−15.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 808 | $214.0K | 0.16% | 00.0% | Unchanged |
| Notis-McConarty Edward | 800 | $214.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 800 | $214.0K | 0.29% | 00.0% | Unchanged |
| CNB Bank | 804 | $215.0K | 0.15% | −251−23.8% | Reduced |
| Mach-1 Financial Group, Inc. | 810 | $215.0K | 0.23% | −42−4.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 805 | $215.0K | 0.19% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 809 | $216.0K | 0.12% | −119−12.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 808 | $216.0K | 0.07% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 813 | $217.0K | 0.09% | −71−8.0% | Reduced |
| Eudaimonia Advisors LLC | 817 | $218.0K | 0.16% | −20−2.4% | Reduced |
| Friedenthal Financial | 820 | $219.0K | 0.15% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 820 | $219.0K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 822 | $219.0K | 0.07% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 820 | $219.0K | 0.03% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 820 | $219.0K | 0.09% | +11+1.4% | Added |
| 5th Street Advisors, LLC | 820 | $219.0K | 0.23% | +820 | New |
| Lifeworks Advisors, LLC | 744 | $220.0K | 0.13% | −919−55.3% | Reduced |
| Grand Wealth Management, LLC | 826 | $220.0K | 0.12% | +28+3.5% | Added |
| Menard Financial Group LLC | 825 | $220.0K | 0.40% | +825 | New |
| NatWest Group plc | 827 | $221.0K | 0.13% | −401−32.7% | Reduced |
| Summit Place Financial Advisors, LLC | 829 | $221.0K | 0.21% | −48−5.5% | Reduced |
| Advance Capital Management, Inc. | 826 | $221.0K | 0.03% | +76+10.1% | Added |
| PEAK6 Investments LLC | 831 | $222.0K | 0.01% | −11,580−93.3% | Reduced |
| McMahon Financial Advisors, LLC | 833 | $222.0K | 0.08% | −41−4.7% | Reduced |
| Ellevest, Inc. | 831 | $222.0K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 834 | $223.0K | 0.22% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 835 | $223.0K | 0.07% | +835 | New |
| DGS Capital Management, LLC | 836 | $223.2K | 0.15% | −35−4.0% | Reduced |
| SWS Partners | 838 | $224.0K | 0.10% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 758 | $224.0K | 0.24% | +71+10.3% | Added |
| Americana Partners, LLC | 840 | $224.0K | 0.04% | +840 | New |
| LifePro Asset Management | 842 | $225.0K | 0.13% | −364−30.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 841 | $225.0K | 0.24% | +841 | New |
| Clearwater Capital Advisors, LLC | 847 | $226.0K | 0.03% | +16+1.9% | Added |
| Avondale Wealth Management | 850 | $227.0K | 0.25% | −425−33.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 849 | $227.0K | 0.07% | −170−16.7% | Reduced |
| Fullen Financial Group | 768 | $227.0K | 0.14% | +768 | New |
| L & S Advisors Inc | 855 | $228.0K | 0.04% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 853 | $228.0K | 0.05% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 852 | $228.0K | 0.17% | 00.0% | Unchanged |
| Castleview Partners, LLC | 859 | $229.0K | 0.22% | −848−49.7% | Reduced |
| Earnest Partners LLC | 859 | $229.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 859 | $229.0K | 0.34% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 859 | $229.0K | 0.32% | +60+7.5% | Added |
| Sutton Place Investors LLC | 858 | $229.0K | 0.35% | +81+10.4% | Added |
| Boyd Wealth Management, LLC | 863 | $230.0K | 0.18% | +863 | New |
| Kelly Financial Services LLC | 864 | $230.7K | 0.13% | +220+34.2% | Added |
| Burrus Financial Services, Inc. | 866 | $231.2K | 0.14% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 868 | $232.0K | 0.26% | −188−17.8% | Reduced |
| Raleigh Capital Management Inc. | 870 | $232.0K | 0.14% | 00.0% | Unchanged |
| Bay Rivers Group | 870 | $232.0K | 0.23% | +50+6.1% | Added |
| Brickley Wealth Management | 873 | $233.0K | 0.08% | −54−5.8% | Reduced |
| St. Johns Investment Management Company, LLC | 871 | $233.0K | 0.15% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 873 | $233.0K | 0.11% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 875 | $234.0K | 0.27% | 00.0% | Unchanged |
| Allie Family Office LLC | 880 | $235.0K | 0.20% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 880 | $235.0K | 2.26% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 883 | $236.0K | 0.11% | 00.0% | Unchanged |
| Truadvice, LLC | 805 | $237.0K | 0.13% | +805 | New |
| EdgeRock Capital LLC | 892 | $238.0K | 0.14% | +129+16.9% | Added |