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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 894 | $239.0K | 0.36% | −46−4.9% | Reduced |
| ELCO Management Co., LLC | 895 | $239.0K | 0.19% | −5−0.6% | Reduced |
| Consilio Wealth Advisors, LLC | 895 | $239.0K | 0.19% | +895 | New |
| Investment Advisory Services Inc | 900 | $240.0K | 0.14% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $240.0K | 0.26% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 898 | $240.0K | 0.23% | +72+8.7% | Added |
| Kaizen Financial Strategies | 904 | $241.0K | 0.25% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 907 | $242.0K | 0.09% | −2,481−73.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 908 | $242.0K | 0.17% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 910 | $243.0K | 0.03% | −302−24.9% | Reduced |
| Boston Common Asset Management, LLC | 911 | $243.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 914 | $244.0K | 0.17% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 919 | $245.0K | 0.23% | −58−5.9% | Reduced |
| ML & R Wealth Management LLC | 917 | $245.0K | 0.08% | −15−1.6% | Reduced |
| Birchcreek Wealth Management, LLC | 917 | $245.0K | 0.23% | 00.0% | Unchanged |
| Seascape Capital Management | 919 | $245.0K | 0.17% | +44+5.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 916 | $245.0K | 0.02% | +70+8.3% | Added |
| First International Bank & Trust | 916 | $245.0K | 0.09% | +916 | New |
| Widmann Financial Services, Inc. | 921 | $245.9K | 0.27% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 923 | $246.0K | 0.11% | −285−23.6% | Reduced |
| Davidson Trust Co | 923 | $246.0K | 0.24% | −115−11.1% | Reduced |
| Source Financial Advisors LLC | 921 | $246.0K | 0.10% | +125+15.7% | Added |
| Affinity Wealth Management LLC | 930 | $248.0K | 0.06% | 00.0% | Unchanged |
| Connors Investor Services Inc | 930 | $248.0K | 0.03% | +930 | New |
| Davis-Rea Ltd. | 933 | $249.0K | 0.16% | −933−50.0% | Reduced |
| Advisor OS, LLC | 933 | $249.0K | 0.08% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 934 | $249.0K | 0.24% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 932 | $249.0K | 0.12% | +27+3.0% | Added |
| Alpha Paradigm Partners, LLC | 934 | $249.0K | 0.11% | +890+2,022.7% | Added |
| RBA Wealth Management, LLC | 935 | $250.0K | 0.14% | −17−1.8% | Reduced |
| Wealth Management Solutions, LLC | 936 | $250.0K | 0.15% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 940 | $251.0K | 0.05% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 941 | $251.0K | 0.16% | +150+19.0% | Added |
| Global Strategic Investment Solutions, LLC | 941 | $251.0K | 0.01% | +941 | New |
| LS Investment Advisors, LLC | 944 | $252.0K | 0.05% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 876 | $253.0K | 0.14% | −156−15.1% | Reduced |
| Divergent Planning, LLC | 954 | $255.0K | 0.19% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 954 | $255.0K | 4.78% | +144+17.8% | Added |
| One + One Wealth Management, LLC | 955 | $255.0K | 0.21% | +955 | New |
| Howard Capital Management Inc. | 1,238 | $256.0K | 0.08% | −2,547−67.3% | Reduced |
| GDS Wealth Management | 958 | $256.0K | 0.06% | −170−15.1% | Reduced |
| Meyer Handelman Co | 960 | $256.0K | 0.01% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 963 | $257.0K | 0.18% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 967 | $258.0K | 0.10% | +3+0.3% | Added |
| First Business Financial Services, Inc. | 1,630 | $258.0K | 0.04% | +683+72.1% | Added |
| Elevated Capital Advisors, LLC | 967 | $258.0K | 0.10% | +967 | New |
| Ten Capital Wealth Advisors, LLC | 969 | $259.0K | 0.12% | +41+4.4% | Added |
| Tfo-TDC, LLC | 974 | $260.0K | 0.06% | −38−3.8% | Reduced |
| Investors Asset Management of Georgia Inc | 975 | $260.0K | 0.13% | 00.0% | Unchanged |
| West Wealth Group, LLC | 974 | $260.0K | 0.13% | 00.0% | Unchanged |
| RHS Financial, LLC | 974 | $260.0K | 0.23% | +14+1.5% | Added |
| Lavaca Capital LLC | 936 | $261.0K | 0.15% | +13+1.4% | Added |
| Westover Capital Advisors, LLC | 979 | $261.0K | 0.10% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 980 | $261.0K | 0.33% | +980 | New |
| Fusion Capital, LLC | 984 | $263.0K | 0.17% | −180−15.5% | Reduced |
| Waypoint Wealth Partners Inc. | 984 | $263.0K | 0.11% | −127−11.4% | Reduced |
| Maryland Capital Advisors Inc. | 990 | $264.0K | 0.28% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 993 | $265.0K | 0.24% | −381−27.7% | Reduced |
| Toth Financial Advisory Corp | 992 | $265.0K | 0.05% | +45+4.8% | Added |
| Richard C. Young & CO., LTD. | 1,002 | $267.0K | 0.04% | −33−3.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $267.0K | 0.01% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $267.0K | 0.11% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,000 | $267.0K | 0.32% | +1,000 | New |
| Ibex Wealth Advisors | 1,003 | $268.0K | 0.07% | −8−0.8% | Reduced |
| Options Solutions, LLC | 1,006 | $269.0K | 0.42% | −400−28.4% | Reduced |
| Demars Financial Group, LLC | 1,010 | $270.0K | 0.16% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,011 | $270.0K | 0.28% | +1,011 | New |
| Full Sail Capital, LLC | 1,023 | $273.0K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,024 | $273.0K | 0.20% | +59+6.1% | Added |
| Taurus Asset Management, LLC | 1,025 | $274.0K | 0.04% | −1,185−53.6% | Reduced |
| CKW Financial Group | 1,025 | $274.0K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,025 | $274.0K | 0.09% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,029 | $275.0K | 0.18% | −450−30.4% | Reduced |
| Driehaus Capital Management LLC | 1,029 | $275.0K | 0.00% | +18+1.8% | Added |
| Abner Herrman & Brock LLC | 1,033 | $276.0K | 0.05% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,037 | $276.0K | 0.20% | +1,037 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,040 | $278.0K | 0.11% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,044 | $279.0K | 0.23% | −45−4.1% | Reduced |
| Chelsea Counsel Co | 1,049 | $280.0K | 0.17% | −2,081−66.5% | Reduced |
| Donald L. Hagan, LLC | 1,051 | $281.0K | 0.20% | −546−34.2% | Reduced |
| United Capital Management of KS, Inc. | 1,053 | $281.0K | 0.13% | +105+11.1% | Added |
| KWB Wealth | 1,055 | $282.0K | 0.06% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 770 | $282.0K | 0.19% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,061 | $283.0K | 0.09% | −87−7.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,063 | $284.0K | 0.14% | +25+2.4% | Added |
| Accel Wealth Management | 1,015 | $285.0K | 0.15% | +5+0.5% | Added |
| Sentinel Pension Advisors Inc | 1,068 | $285.0K | 0.10% | +276+34.8% | Added |
| Newport Capital Group, LLC | 1,054 | $285.0K | 0.15% | +1,054 | New |
| Wealth Advisors, Inc. | 1,071 | $286.0K | 0.15% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,071 | $286.0K | 0.88% | +23+2.2% | Added |
| High Pines Wealth Management, LLC | 1,072 | $286.0K | 0.55% | +339+46.2% | Added |
| Eagle Strategies LLC | 1,073 | $287.0K | 0.15% | +1,073 | New |
| Benchmark Investment Advisors LLC | 1,078 | $288.0K | 0.31% | −325−23.2% | Reduced |
| Ballew Advisors, Inc | 1,078 | $288.0K | 0.26% | +50+4.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 1,090 | $291.0K | 0.26% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 957 | $291.0K | 0.18% | +957 | New |
| Abbot Financial Management, Inc. | 1,095 | $292.0K | 0.21% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,095 | $292.0K | 0.20% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,093 | $292.0K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,097 | $292.9K | 0.10% | −17−1.5% | Reduced |