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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 1,099 | $293.0K | 0.21% | −783−41.6% | Reduced |
| PACK Private Wealth, LLC | 1,099 | $293.0K | 0.28% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,100 | $294.0K | 0.36% | −2−0.2% | Reduced |
| Alethea Capital Management, LLC | 1,100 | $294.0K | 0.37% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,100 | $294.0K | 0.34% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $294.0K | 0.30% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,064 | $294.0K | 0.26% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,100 | $294.0K | 0.13% | +6+0.5% | Added |
| Madden Securities Corp | 1,102 | $294.0K | 0.18% | +175+18.9% | Added |
| Mycio Wealth Partners, LLC | 1,106 | $295.0K | 0.12% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,106 | $295.0K | 0.15% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,104 | $295.0K | 0.11% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 1,109 | $296.0K | 0.14% | −864−43.8% | Reduced |
| GoalFusion Wealth Management, LLC | 1,116 | $298.0K | 0.28% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,115 | $298.0K | 0.01% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,115 | $298.0K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,104 | $299.0K | 0.23% | −130−10.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,122 | $300.0K | 0.09% | −2−0.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,126 | $300.0K | 0.21% | +318+39.4% | Added |
| APCM Wealth Management for Individuals | 1,123 | $300.0K | 0.06% | +1,123 | New |
| Callan Capital, LLC | 1,127 | $301.0K | 0.05% | −48−4.1% | Reduced |
| Compton Capital Management Inc | 1,130 | $302.0K | 0.20% | −2,003−63.9% | Reduced |
| Fortis Advisors, LLC | 1,131 | $302.0K | 0.22% | −47−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,132 | $302.0K | 0.11% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,146 | $306.0K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,149 | $306.8K | 0.08% | +1+0.1% | Added |
| Mandatum Life Insurance Co Ltd | 1,148 | $307.0K | 0.10% | −554−32.5% | Reduced |
| Citizens & Northern Corp | 1,150 | $307.0K | 0.14% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 1,150 | $307.0K | 0.00% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,128 | $308.0K | 0.44% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,154 | $308.0K | 0.16% | +68+6.3% | Added |
| Arjuna Capital | 1,152 | $308.0K | 0.15% | +1,152 | New |
| TCWP LLC | 1,161 | $310.0K | 0.07% | −84−6.7% | Reduced |
| Secure Asset Management, LLC | 1,161 | $310.0K | 0.17% | −45−3.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,161 | $310.0K | 0.00% | −8−0.7% | Reduced |
| Bernardo Wealth Planning LLC | 1,100 | $310.0K | 0.18% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,164 | $311.0K | 0.06% | −49−4.0% | Reduced |
| Sunburst Financial Group, LLC | 1,164 | $311.0K | 0.15% | +5+0.4% | Added |
| Clearview Wealth Advisors LLC | 1,166 | $311.0K | 0.25% | +34+3.0% | Added |
| Redmont Wealth Advisors LLC | 1,170 | $312.0K | 0.41% | −88−7.0% | Reduced |
| Peddock Capital Advisors, LLC | 1,168 | $312.0K | 0.13% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,171 | $313.0K | 0.08% | −9−0.8% | Reduced |
| Private Capital Advisors, Inc. | 1,175 | $314.0K | 0.05% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,180 | $315.0K | 0.07% | −535−31.2% | Reduced |
| Future Financial Wealth Managment LLC | 1,155 | $315.0K | 0.36% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $315.0K | 0.20% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,182 | $316.0K | 0.20% | −350−22.8% | Reduced |
| Financial Council Asset Management Inc | 1,187 | $317.0K | 0.37% | +1,187 | New |
| Heartland Bank & Trust Co | 1,191 | $318.0K | 0.30% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,192 | $318.0K | 0.08% | +34+2.9% | Added |
| All Season Financial Advisors, Inc. | 1,192 | $318.0K | 0.35% | +53+4.7% | Added |
| Collaborative Wealth Managment Inc. | 1,196 | $319.0K | 0.23% | −44−3.5% | Reduced |
| Dividend Assets Capital, LLC | 1,194 | $319.0K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,198 | $320.0K | 0.09% | −642−34.9% | Reduced |
| Rezny Wealth Management, Inc. | 1,200 | $320.0K | 0.13% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,200 | $320.0K | 0.18% | +100+9.1% | Added |
| Leeward Financial Partners, LLC | 1,202 | $321.0K | 0.23% | +240+24.9% | Added |
| Harbour Capital Advisors, LLC | 1,205 | $322.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,207 | $322.0K | 0.28% | +13+1.1% | Added |
| R. W. Roge & Company, Inc. | 1,221 | $322.0K | 0.23% | +1,221 | New |
| Rainsberger Wealth Advisors, Inc. | 1,206 | $322.0K | 0.22% | +1,206 | New |
| PFS Partners, LLC | 1,209 | $322.8K | 0.35% | +10+0.8% | Added |
| Bridge Advisory, LLC | 1,214 | $324.0K | 0.16% | −750−38.2% | Reduced |
| Gilman Hill Asset Management, LLC | 1,212 | $324.0K | 0.08% | −320−20.9% | Reduced |
| Mendel Money Management | 1,214 | $324.0K | 0.20% | −30−2.4% | Reduced |
| Signet Financial Management, LLC | 1,216 | $325.0K | 0.06% | +200+19.7% | Added |
| Client 1st Advisory Group, LLC | 1,221 | $326.0K | 0.20% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,134 | $326.0K | 0.10% | +75+7.1% | Added |
| Conservest Capital Advisors, Inc. | – | $327.0K | 0.05% | – | – |
| Omega Financial Group, LLC | 1,227 | $328.0K | 0.17% | −118−8.8% | Reduced |
| Affinia Financial Group, LLC | 1,241 | $328.0K | 0.37% | −18−1.4% | Reduced |
| Community Bank, N.A. | 1,237 | $330.0K | 0.05% | −340−21.6% | Reduced |
| Crestone Asset Management LLC | 1,236 | $330.0K | 0.08% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,239 | $330.8K | 0.23% | +20+1.6% | Added |
| MTM Investment Management, LLC | 1,239 | $331.0K | 0.19% | 00.0% | Unchanged |
| Human Investing LLC | 1,241 | $331.0K | 0.08% | −15−1.2% | Reduced |
| RBF Capital, LLC | 1,241 | $331.0K | 0.03% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,240 | $331.0K | 0.07% | +5+0.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,242 | $331.6K | 0.06% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,201 | $332.0K | 0.22% | +30+2.6% | Added |
| Nelson Capital Management, LLC | 1,247 | $333.0K | 0.10% | +430+52.6% | Added |
| Carderock Capital Management Inc | 1,250 | $334.0K | 0.17% | −75−5.7% | Reduced |
| Trevian Wealth Management LLC | 1,251 | $334.0K | 0.38% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,117 | $334.0K | 0.30% | +51+4.8% | Added |
| Columbia Advisory Partners LLC | 1,251 | $334.0K | 0.41% | +214+20.6% | Added |
| AIA Group Ltd | 1,253 | $335.0K | 0.02% | −772−38.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,254 | $335.0K | 0.28% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,254 | $335.0K | 0.32% | +1,254 | New |
| Quantum Financial Advisors, LLC | 1,259 | $336.0K | 0.15% | +89+7.6% | Added |
| Gould Asset Management LLC | 1,265 | $338.0K | 0.11% | −1,440−53.2% | Reduced |
| Falcon Wealth Planning | 1,265 | $338.0K | 0.11% | +14+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 1,286 | $340.0K | 0.16% | +193+17.7% | Added |
| AtlasMark Financial, Inc | 1,275 | $340.5K | 0.51% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,279 | $342.0K | 0.22% | −18−1.4% | Reduced |
| Partners in Financial Planning | 1,102 | $342.5K | 0.10% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,283 | $343.0K | 0.09% | −20−1.5% | Reduced |
| Contravisory Investment Management, Inc. | 1,283 | $343.0K | 0.11% | +20+1.6% | Added |
| Marotta Asset Management | 1,288 | $343.9K | 0.09% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,288 | $344.0K | 0.40% | −111−7.9% | Reduced |
| Cassia Capital Partners, LLC | 1,289 | $344.0K | 0.32% | +79+6.5% | Added |