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 |
|---|---|---|---|---|---|
| Rock Point Advisors, LLC | 1,289 | $344.0K | 0.13% | +100+8.4% | Added |
| Financial Advisors, LLC | 1,306 | $345.0K | 0.12% | +30+2.4% | Added |
| Cohen Capital Management, Inc. | 1,294 | $346.0K | 0.08% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,305 | $348.0K | 0.10% | −2−0.2% | Reduced |
| Indie Asset Partners, LLC | 1,304 | $348.0K | 0.36% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,303 | $348.0K | 0.28% | +30+2.4% | Added |
| Cassady Schiller Wealth Management, LLC | 1,302 | $348.0K | 0.20% | +43+3.4% | Added |
| Motive Wealth Advisors | 1,306 | $349.0K | 0.28% | +503+62.6% | Added |
| Goodman Financial Corp | 1,312 | $350.0K | 0.12% | +100+8.3% | Added |
| Obsidian Personal Planning Solutions LLC | 1,314 | $351.0K | 0.64% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,316 | $351.0K | 0.21% | +254+23.9% | Added |
| PCG Wealth Advisors, LLC | 1,310 | $351.0K | 0.13% | +1,310 | New |
| First Commonwealth Financial Corp | 1,324 | $354.0K | 0.15% | −283−17.6% | Reduced |
| Domani Wealth, LLC | 1,325 | $354.0K | 0.10% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,325 | $354.0K | 0.53% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,327 | $354.0K | 0.39% | +290+28.0% | Added |
| Howe & Rusling Inc | 1,326 | $354.0K | 0.05% | +430+48.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,334 | $356.0K | 0.23% | −143−9.7% | Reduced |
| CSS LLC | 1,333 | $356.0K | 0.02% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $357.0K | 0.17% | +6+0.5% | Added |
| Tradewinds Capital Management, LLC | 1,341 | $358.0K | 0.15% | +1+0.1% | Added |
| Maltin Wealth Management, Inc. | 1,346 | $359.0K | 0.28% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,343 | $359.0K | 0.10% | +9+0.7% | Added |
| Consolidated Planning Corp | 1,348 | $360.0K | 0.11% | −100−6.9% | Reduced |
| Bonness Enterprises Inc | 1,350 | $360.0K | 0.19% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,351 | $361.0K | 0.09% | 00.0% | Unchanged |
| Jentner Corp | 1,353 | $361.0K | 0.29% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,351 | $361.0K | 0.33% | +31+2.3% | Added |
| Charter Research & Investment Group, Inc. | 1,354 | $362.0K | 0.37% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,357 | $362.0K | 0.14% | +15+1.1% | Added |
| Old Point Trust & Financial Services N A | 1,356 | $362.0K | 0.18% | +256+23.3% | Added |
| Cary Street Partners Asset Management LLC | 1,360 | $363.0K | 0.09% | −443−24.6% | Reduced |
| Progressive Investment Management Corp | 1,360 | $363.0K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,359 | $363.0K | 0.06% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,259 | $363.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,361 | $363.0K | 0.21% | +372+37.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $364.0K | 0.13% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,366 | $365.0K | 0.51% | +18+1.3% | Added |
| Chesley Taft & Associates LLC | 1,370 | $366.0K | 0.03% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,379 | $368.0K | 0.54% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,378 | $368.0K | 0.35% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,379 | $369.0K | 0.38% | −398−22.4% | Reduced |
| Stonehearth Capital Management, LLC | 1,381 | $369.0K | 0.23% | +89+6.9% | Added |
| German American Bancorp, Inc. | 1,385 | $370.0K | 0.06% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,329 | $371.0K | 0.23% | −152−10.3% | Reduced |
| Compton Financial Group, LLC | 1,390 | $371.0K | 0.17% | 00.0% | Unchanged |
| Ade, LLC | 1,389 | $371.0K | 0.42% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,394 | $372.0K | 0.30% | +19+1.4% | Added |
| Enzi Wealth | 1,200 | $372.0K | 0.18% | +1,200 | New |
| AAFCPAs Wealth Management, LLC | 1,397 | $373.0K | 0.30% | +77+5.8% | Added |
| Essential Planning, LLC. | 1,400 | $374.0K | 2.16% | +1,400 | New |
| Cedar Wealth Management, LLC | 1,409 | $376.0K | 0.19% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,410 | $376.5K | 0.12% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,411 | $377.0K | 0.06% | +13+0.9% | Added |
| blooom, inc. | 6,557 | $378.0K | 0.73% | −351−5.1% | Reduced |
| FC Advisory LLC | 1,415 | $378.0K | 0.19% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,416 | $378.0K | 0.41% | +8+0.6% | Added |
| Wealth Quarterback LLC | 1,414 | $378.0K | 0.40% | +45+3.3% | Added |
| C M Bidwell & Associates Ltd | 1,415 | $378.0K | 0.31% | +356+33.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,421 | $379.0K | 0.57% | +7+0.5% | Added |
| Centennial Wealth Advisory LLC | 1,422 | $380.0K | 0.22% | +41+3.0% | Added |
| Horizons Wealth Management | 1,425 | $381.0K | 0.35% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,427 | $381.0K | 0.16% | +26+1.9% | Added |
| Mayport, LLC | 1,425 | $381.0K | 0.31% | +50+3.6% | Added |
| M. Kulyk & Associates, LLC | 1,430 | $382.0K | 0.13% | −7−0.5% | Reduced |
| Meridian Management Co | 1,432 | $382.0K | 0.15% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,429 | $382.0K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,430 | $382.0K | 0.06% | +100+7.5% | Added |
| Foresight Wealth Management, LLC | 1,434 | $383.0K | 0.16% | −128−8.2% | Reduced |
| Stone Point Wealth LLC | 1,435 | $383.0K | 0.24% | −38−2.6% | Reduced |
| Brio Consultants, LLC | 1,334 | $383.0K | 0.08% | −87−6.1% | Reduced |
| Syverson Strege & Co | 1,440 | $385.0K | 0.20% | −84−5.5% | Reduced |
| Darwin Advisors, LLC | 1,390 | $385.0K | 0.10% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,441 | $385.0K | 0.21% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,442 | $385.0K | 0.16% | +1+0.1% | Added |
| Provence Wealth Management Group | 1,444 | $386.0K | 0.50% | +182+14.4% | Added |
| Guild Investment Management, Inc. | 1,450 | $387.0K | 0.66% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,455 | $389.0K | 0.34% | +560+62.6% | Added |
| Cape Ann Savings Bank | 1,463 | $390.6K | 0.31% | −48−3.2% | Reduced |
| Berkeley Capital Partners, LLC | 1,463 | $391.0K | 0.17% | +8+0.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,465 | $391.0K | 0.11% | +1,465 | New |
| Clear Street Markets LLC | 1,468 | $392.0K | 0.07% | −2,313−61.2% | Reduced |
| Anson Capital, Inc. | 1,469 | $392.0K | 0.53% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,477 | $394.0K | 0.06% | −1,505−50.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $394.0K | 0.14% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,474 | $394.0K | 0.08% | +27+1.9% | Added |
| Jackson Thornton Asset Management, LLC | 1,475 | $394.0K | 0.11% | +125+9.3% | Added |
| Strategic Investment Advisors | 1,480 | $395.0K | 0.09% | −499−25.2% | Reduced |
| Schwab Charitable Fund | 1,480 | $395.0K | 0.08% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,478 | $395.0K | 0.24% | +70+5.0% | Added |
| Jackson Hole Capital Partners, LLC | 1,482 | $396.0K | 0.12% | +350+30.9% | Added |
| Carmel Capital Partners, LLC | 1,487 | $397.0K | 0.38% | +116+8.5% | Added |
| Carl P. Sherr & Co., LLC | 1,488 | $397.0K | 0.32% | +230+18.3% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,490 | $398.0K | 0.12% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,090 | $398.0K | 0.39% | −375−25.6% | Reduced |
| Acima Private Wealth, LLC | 1,492 | $398.4K | 0.20% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,496 | $399.0K | 0.00% | +1+0.1% | Added |
| Truefg, LLC | 1,499 | $400.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $400.5K | 0.27% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,500 | $401.0K | 0.03% | −10,043−87.0% | Reduced |