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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 12,076 | $3.22M | 0.36% | +112+0.9% | Added |
| Csenge Advisory Group | 12,075 | $3.22M | 0.27% | +1,988+19.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 12,081 | $3.23M | 0.30% | −1,159−8.8% | Reduced |
| Krilogy Financial LLC | 12,090 | $3.23M | 0.39% | −113−0.9% | Reduced |
| Sloy Dahl & Holst, LLC | 12,091 | $3.23M | 0.68% | +75+0.6% | Added |
| Platform Technology Partners | 12,105 | $3.23M | 1.84% | +228+1.9% | Added |
| Patten Group, Inc. | 12,023 | $3.23M | 1.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,141 | $3.24M | 0.32% | 00.0% | Unchanged |
| Resolute Financial, LLC | 12,169 | $3.25M | 3.08% | +1,581+14.9% | Added |
| Ellsworth Advisors, LLC | 12,189 | $3.25M | 1.39% | −205−1.7% | Reduced |
| Legacy CG, LLC | 12,190 | $3.25M | 2.14% | +415+3.5% | Added |
| Investment House LLC | 12,189 | $3.25M | 0.30% | +578+5.0% | Added |
| Nvest Financial, LLC | 12,199 | $3.26M | 4.60% | −370−2.9% | Reduced |
| Griffin Asset Management, Inc. | 12,202 | $3.26M | 0.54% | −16−0.1% | Reduced |
| Main Street Research LLC | 12,204 | $3.26M | 0.72% | +4,136+51.3% | Added |
| Capital Performance Advisors LLP | 12,220 | $3.26M | 2.11% | −124−1.0% | Reduced |
| City Holding Co | 12,273 | $3.28M | 0.65% | −187−1.5% | Reduced |
| Marathon Capital Management | 12,274 | $3.28M | 0.94% | −25−0.2% | Reduced |
| First Heartland Consultants, Inc. | 12,280 | $3.28M | 0.54% | +368+3.1% | Added |
| Pacific Sun Financial Corp | 12,283 | $3.28M | 2.30% | −331−2.6% | Reduced |
| Blume Capital Management, Inc. | 12,285 | $3.28M | 1.24% | −15−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 12,299 | $3.28M | 1.80% | 00.0% | Unchanged |
| QV Investors Inc. | 12,306 | $3.29M | 0.32% | −480−3.8% | Reduced |
| HCR Wealth Advisors | 12,321 | $3.29M | 0.70% | −250−2.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 12,329 | $3.29M | 2.55% | +4,973+67.6% | Added |
| Davy Global Fund Management Ltd | 12,336 | $3.29M | 0.74% | 00.0% | Unchanged |
| WMS Partners, LLC | 12,337 | $3.29M | 0.45% | +615+5.2% | Added |
| Capricorn Fund Managers Ltd | 12,375 | $3.30M | 1.04% | −2,691−17.9% | Reduced |
| NEIRG Wealth Management, LLC | 12,378 | $3.31M | 0.66% | −539−4.2% | Reduced |
| Chicago Trust Co NA | 12,380 | $3.31M | 0.86% | −300−2.4% | Reduced |
| EagleClaw Capital Managment, LLC | 12,404 | $3.31M | 0.93% | +100+0.8% | Added |
| BigSur Wealth Management LLC | 12,435 | $3.32M | 1.68% | +1,575+14.5% | Added |
| Cove Street Capital, LLC | 12,450 | $3.32M | 0.93% | −300−2.4% | Reduced |
| XXEC, Inc. | 12,474 | $3.33M | 2.87% | −25−0.2% | Reduced |
| America First Investment Advisors, LLC | 12,605 | $3.37M | 1.17% | +3,305+35.5% | Added |
| WNY Asset Management, LLC | 12,624 | $3.37M | 1.22% | −227−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,638 | $3.38M | 0.46% | −335−2.6% | Reduced |
| Hancock Whitney Corp | 12,643 | $3.38M | 0.14% | −704−5.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,651 | $3.38M | 0.26% | −450−3.4% | Reduced |
| Royal Capital Wealth Management, LLC | 12,652 | $3.38M | 3.94% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,654 | $3.38M | 1.66% | +118+0.9% | Added |
| Traynor Capital Management, Inc. | 12,670 | $3.38M | 0.60% | +403+3.3% | Added |
| Drive Wealth Management, LLC | 12,682 | $3.39M | 3.22% | +1,817+16.7% | Added |
| Hedeker Wealth, LLC | 12,720 | $3.40M | 1.32% | +164+1.3% | Added |
| Sentry Investment Management LLC | 12,748 | $3.40M | 1.61% | +430+3.5% | Added |
| Epiq Partners, LLC | 12,803 | $3.42M | 2.11% | +750+6.2% | Added |
| Dodge & Cox | 12,820 | $3.42M | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,858 | $3.43M | 0.23% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,858 | $3.43M | 0.47% | +1,115+9.5% | Added |
| Bellwether Advisors, LLC | 12,887 | $3.44M | 1.14% | +278+2.2% | Added |
| Lindbrook Capital, LLC | 12,890 | $3.44M | 0.58% | +457+3.7% | Added |
| Hyperion Capital Advisors LP | 12,896 | $3.44M | 1.70% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 12,916 | $3.45M | 3.01% | −288−2.2% | Reduced |
| Kore Private Wealth LLC | 12,944 | $3.46M | 0.62% | −63−0.5% | Reduced |
| Harbour Investment Management LLC | 12,944 | $3.46M | 2.16% | +107+0.8% | Added |
| Udine Wealth Management, Inc. | 12,946 | $3.46M | 5.46% | +141+1.1% | Added |
| Evoke Wealth, LLC | 12,986 | $3.47M | 0.14% | −126−1.0% | Reduced |
| Mengis Capital Management, Inc. | 10,160 | $3.47M | 0.82% | +202+2.0% | Added |
| L2 Asset Management, LLC | 13,015 | $3.48M | 2.59% | +1,091+9.1% | Added |
| Dana Investment Advisors, Inc. | 13,037 | $3.48M | 0.20% | −50−0.4% | Reduced |
| Jacobs & Co | 13,047 | $3.48M | 0.50% | −35−0.3% | Reduced |
| WFA of San Diego, LLC | 13,048 | $3.48M | 3.14% | +499+4.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,061 | $3.49M | 0.42% | −65−0.5% | Reduced |
| Congress Wealth Management LLC | 13,087 | $3.49M | 0.09% | +381+3.0% | Added |
| Bragg Financial Advisors, Inc | 13,107 | $3.50M | 0.24% | +9+0.1% | Added |
| Johnson Financial Group, Inc. | 12,073 | $3.50M | 0.32% | −1,479−10.9% | Reduced |
| Front Barnett Associates LLC | 13,124 | $3.50M | 0.46% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 13,146 | $3.51M | 2.23% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 13,168 | $3.52M | 0.13% | −1,884−12.5% | Reduced |
| Carson Advisory Inc. | 13,194 | $3.52M | 3.90% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13,205 | $3.53M | 0.45% | +631+5.0% | Added |
| Cozad Asset Management Inc | 13,212 | $3.53M | 0.57% | +255+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 13,215 | $3.53M | 0.40% | −86−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 13,229 | $3.53M | 0.43% | +13,229 | New |
| Brightworth | 13,273 | $3.54M | 0.38% | −247−1.8% | Reduced |
| CVA Family Office, LLC | 13,365 | $3.57M | 0.97% | +120+0.9% | Added |
| International Assets Investment Management, LLC | 13,381 | $3.57M | 0.77% | +344+2.6% | Added |
| Cowen Prime Advisors LLC | 13,385 | $3.57M | 2.05% | 00.0% | Unchanged |
| Gladius Capital Management LP | 13,409 | $3.58M | 0.60% | +389+3.0% | Added |
| Levin Capital Strategies, L.P. | 13,419 | $3.58M | 0.49% | −7,300−35.2% | Reduced |
| IPG Investment Advisors LLC | 13,454 | $3.59M | 1.01% | −35−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,478 | $3.60M | 0.42% | −106−0.8% | Reduced |
| Global Trust Asset Management, LLC | 13,488 | $3.60M | 1.88% | −12−0.1% | Reduced |
| Royce & Associates LP | 13,500 | $3.60M | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 13,518 | $3.61M | 1.70% | +10+0.1% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 13,532 | $3.61M | 2.29% | −150−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,536 | $3.61M | 0.38% | +1,083+8.7% | Added |
| Sky Investment Group LLC | 13,537 | $3.62M | 0.94% | +553+4.3% | Added |
| Aurora Private Wealth, Inc. | 13,558 | $3.62M | 1.67% | −25−0.2% | Reduced |
| Apriem Advisors | 13,556 | $3.62M | 0.65% | +60.0% | Added |
| DAGCO, Inc. | 14,150 | $3.63M | 2.28% | −427−2.9% | Reduced |
| Capital Financial Services, LLC | 13,618 | $3.64M | 5.38% | −134−1.0% | Reduced |
| Stephens Consulting, LLC | 13,626 | $3.64M | 3.27% | −442−3.1% | Reduced |
| Centaurus Financial, Inc. | 13,628 | $3.64M | 0.35% | +4,726+53.1% | Added |
| L.M. Kohn & Company | 13,681 | $3.65M | 1.79% | +48+0.4% | Added |
| Tradewinds, LLC. | 13,713 | $3.66M | 2.66% | −40.0% | Reduced |
| Tiedemann Advisors, LLC | 13,730 | $3.67M | 0.22% | +1,670+13.8% | Added |
| Horan Capital Advisors, LLC. | 13,756 | $3.67M | 1.78% | +340+2.5% | Added |
| Wealthsource Partners, LLC | 13,763 | $3.67M | 0.27% | −628−4.4% | Reduced |
| Oldfather Financial Services, LLC | 13,785 | $3.68M | 2.31% | +330+2.5% | Added |