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
- 3,329
- +10 vs. Q2 2022
- Shares held
- 835.5M
- −229.7K (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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 1,500 | $401.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $401.0K | 0.23% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,503 | $401.0K | 0.26% | +10+0.7% | Added |
| Portfolio Solutions, LLC | 1,507 | $402.0K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 1,507 | $402.0K | 0.48% | +325+27.5% | Added |
| Corsicana & Co. | 1,513 | $404.0K | 0.34% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,513 | $404.0K | 0.83% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,464 | $405.0K | 0.20% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,521 | $406.0K | 0.38% | 00.0% | Unchanged |
| Navalign, LLC | 1,522 | $406.0K | 0.18% | +114+8.1% | Added |
| Brooks, Moore & Associates, Inc. | 1,525 | $407.0K | 0.33% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 1,524 | $407.0K | 0.16% | +20+1.3% | Added |
| Coombe, Bender & Co LLC | 1,529 | $408.0K | 0.36% | +8+0.5% | Added |
| Fortem Financial Group, LLC | 1,532 | $409.0K | 0.28% | +50+3.4% | Added |
| Logan Capital Management Inc | 1,537 | $410.0K | 0.02% | −2,087−57.6% | Reduced |
| CCG Wealth Management, LLC | 1,534 | $410.0K | 0.25% | +51+3.4% | Added |
| Millennium Capital Advisors, LLC | 1,536 | $410.1K | 0.43% | −11−0.7% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,552 | $414.0K | 0.38% | 00.0% | Unchanged |
| Page Arthur B | 1,555 | $415.0K | 0.43% | −10−0.6% | Reduced |
| Facet Wealth, Inc. | 1,431 | $415.0K | 0.03% | +232+19.3% | Added |
| Monograph Wealth Advisors, LLC | 1,558 | $416.0K | 0.14% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 1,562 | $417.0K | 0.08% | +72+4.8% | Added |
| Outlook Wealth Advisors, LLC | 1,562 | $417.0K | 0.19% | +97+6.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,568 | $419.0K | 0.09% | −40−2.5% | Reduced |
| Financial Advisors Network, Inc. | 1,571 | $419.0K | 0.12% | +175+12.5% | Added |
| Bulltick Wealth Management, LLC | 1,575 | $420.6K | 0.13% | −103−6.1% | Reduced |
| Archetype Wealth Partners | 1,575 | $421.0K | 0.13% | −170−9.7% | Reduced |
| Brand Asset Management Group, Inc. | 1,576 | $421.0K | 0.23% | −11−0.7% | Reduced |
| Transparent Wealth Partners LLC | 1,576 | $421.0K | 0.35% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,545 | $421.0K | 0.18% | +307+24.8% | Added |
| Carolina Wealth Advisors, LLC | 1,580 | $422.0K | 0.33% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $425.0K | 0.04% | 00.0% | Unchanged |
| Coerente Capital Management | 1,592 | $425.0K | 0.10% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,602 | $428.0K | 0.14% | −866−35.1% | Reduced |
| McAdam, LLC | 1,602 | $428.0K | 0.05% | −24−1.5% | Reduced |
| John G Ullman & Associates Inc | 1,606 | $429.0K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,608 | $429.0K | 0.31% | +51+3.3% | Added |
| Trustco Bank Corp N Y | 1,614 | $431.0K | 0.53% | −2−0.1% | Reduced |
| MayTech Global Investments, LLC | 1,615 | $431.0K | 0.16% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 1,601 | $432.0K | 0.07% | −187−10.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,619 | $432.0K | 0.64% | −38−2.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,619 | $432.0K | 0.43% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,617 | $432.0K | 0.27% | +1,550+2,313.4% | Added |
| Roble, Belko & Company, Inc | 1,620 | $433.0K | 0.11% | +3+0.2% | Added |
| Camelot Portfolios, LLC | 1,626 | $434.0K | 0.41% | −2,295−58.5% | Reduced |
| Harvest Investment Services, LLC | 1,633 | $436.0K | 0.53% | −100−5.8% | Reduced |
| Phillips Financial Management, LLC | 1,631 | $436.0K | 0.05% | +1,631 | New |
| Midwest Professional Planners, LTD. | 1,639 | $438.0K | 0.26% | +428+35.3% | Added |
| Meritage Group LP | 1,643 | $439.0K | 0.02% | −1,088−39.8% | Reduced |
| Kidder Stephen W | 1,643 | $439.0K | 0.18% | −25−1.5% | Reduced |
| Doliver Advisors, LP | 1,644 | $439.0K | 0.16% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $439.0K | 1.17% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,649 | $440.0K | 0.23% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,634 | $440.0K | 0.09% | +313+23.7% | Added |
| Column Capital Advisors, LLC | 1,651 | $441.0K | 0.09% | −70−4.1% | Reduced |
| Omnia Family Wealth, LLC | 1,653 | $441.0K | 0.36% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,650 | $441.0K | 1.32% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,660 | $443.0K | 0.34% | −50−2.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,661 | $444.0K | 0.17% | +200+13.7% | Added |
| Eclectic Associates Inc | 1,666 | $445.0K | 0.29% | −169−9.2% | Reduced |
| McClarren Financial Advisors, Inc. | 1,672 | $446.0K | 0.44% | +1,672 | New |
| Aveo Capital Partners, LLC | 1,675 | $447.0K | 0.08% | +308+22.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,677 | $448.0K | 0.06% | −6,600−79.7% | Reduced |
| Smart Money Group LLC | 1,683 | $449.0K | 0.31% | +61+3.8% | Added |
| Unionview, LLC | 1,684 | $450.0K | 0.51% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,686 | $450.0K | 0.09% | +217+14.8% | Added |
| Cedrus LLC | 1,689 | $451.0K | 0.43% | +102+6.4% | Added |
| Boothbay Fund Management, LLC | 1,698 | $453.0K | 0.02% | +448+35.8% | Added |
| Bridgecreek Investment Management, LLC | 1,700 | $454.0K | 0.10% | −14−0.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $456.0K | 0.42% | −223−11.5% | Reduced |
| OneAscent Financial Services LLC | 1,710 | $457.0K | 0.18% | −1,804−51.3% | Reduced |
| Mechanics Financial Corp | 1,716 | $458.0K | 0.30% | −15−0.9% | Reduced |
| Redwood Financial Network Corp | 1,714 | $458.0K | 0.52% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,717 | $458.0K | 0.29% | +13+0.8% | Added |
| Act Wealth Management, LLC | 1,720 | $459.0K | 0.33% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,719 | $459.0K | 0.29% | +50+3.0% | Added |
| HBC Financial Services, PLLC | 1,725 | $460.0K | 0.40% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,722 | $460.0K | 0.54% | −5−0.3% | Reduced |
| Campion Asset Management LLC | 1,725 | $461.0K | 0.49% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,729 | $462.0K | 0.07% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 1,660 | $462.0K | 0.24% | +183+12.4% | Added |
| Twin Focus Capital Partners, LLC | 1,735 | $463.0K | 0.11% | +32+1.9% | Added |
| Safeguard Financial, LLC | 1,747 | $466.0K | 0.43% | +114+7.0% | Added |
| Cantor Fitzgerald, L. P. | 1,745 | $466.0K | 0.01% | +1,000+134.2% | Added |
| Stony Point Wealth Management Inc. | 1,750 | $467.0K | 0.35% | −90−4.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,753 | $468.0K | 0.15% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,769 | $473.0K | 0.05% | +442+33.3% | Added |
| Beacon Financial Advisory LLC | 1,777 | $474.0K | 0.34% | −534−23.1% | Reduced |
| S.C. Financial Services, Inc. | 1,776 | $474.0K | 0.75% | −64−3.5% | Reduced |
| Heartwood Wealth Advisors LLC | 1,777 | $474.0K | 0.08% | +224+14.4% | Added |
| West Bancorporation Inc | 1,780 | $475.0K | 0.35% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,685 | $475.0K | 0.12% | +126+8.1% | Added |
| Tempus Wealth Planning, LLC | 1,781 | $476.0K | 0.32% | +1+0.1% | Added |
| Warwick Investment Management, Inc. | 1,782 | $476.0K | 0.28% | +1,782 | New |
| Sustainable Insight Capital Management, LLC | 1,788 | $477.0K | 0.56% | −325−15.4% | Reduced |
| Country Trust Bank | 1,786 | $477.0K | 0.01% | +21+1.2% | Added |
| Adell Harriman & Carpenter Inc | 1,789 | $477.7K | 0.06% | +300+20.1% | Added |
| VERITY Wealth Advisors | 1,792 | $478.0K | 0.49% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,791 | $478.0K | 0.60% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,801 | $481.0K | 0.29% | −143−7.4% | Reduced |