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 |
|---|---|---|---|---|---|
| Shay Capital LLC | 1,800 | $481.0K | 0.24% | +1,800 | New |
| Algert Global LLC | 1,809 | $483.0K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 1,814 | $484.0K | 0.32% | +480+36.0% | Added |
| Rempart Asset Management Inc. | 1,824 | $487.0K | 0.13% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,822 | $487.0K | 0.35% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,831 | $488.9K | 0.37% | +1,831 | New |
| Connolly Sarah T. | 1,835 | $490.0K | 0.36% | −700−27.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $490.0K | 0.68% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,835 | $490.0K | 0.61% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,846 | $493.0K | 0.21% | −28−1.5% | Reduced |
| Diamant Asset Management, Inc. | 1,845 | $493.0K | 0.48% | +5+0.3% | Added |
| McDaniel Terry & Co | 1,852 | $495.0K | 0.06% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,859 | $496.0K | 0.02% | −135−6.8% | Reduced |
| Coastal Capital Group, Inc. | 1,858 | $496.0K | 0.14% | +17+0.9% | Added |
| Ironsides Asset Advisors, LLC | 1,860 | $497.0K | 0.22% | +455+32.4% | Added |
| Burke & Herbert Bank & Trust Co | 1,869 | $499.0K | 0.41% | −5−0.3% | Reduced |
| Rodgers Brothers Inc. | 1,870 | $499.0K | 0.11% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,874 | $500.4K | 0.47% | −150−7.4% | Reduced |
| Resource Planning Group | 1,878 | $501.0K | 0.44% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,877 | $501.0K | 0.56% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,880 | $502.0K | 0.17% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,881 | $502.0K | 0.33% | +145+8.4% | Added |
| Retirement Solution Inc. | 1,885 | $503.0K | 0.27% | −64−3.3% | Reduced |
| Ulland Investment Advisors, LLC | 1,885 | $503.0K | 0.55% | −45−2.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,881 | $503.0K | 0.13% | −45−2.3% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $503.0K | 0.51% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,882 | $503.0K | 0.47% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,898 | $507.0K | 0.34% | −1,607−45.8% | Reduced |
| Iron Financial, LLC | 1,899 | $507.0K | 0.28% | +334+21.3% | Added |
| Affinity Investment Advisors, LLC | 1,911 | $510.0K | 0.26% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,912 | $510.0K | 0.24% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,911 | $510.0K | 0.29% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,913 | $510.7K | 0.29% | 00.0% | Unchanged |
| Selway Asset Management | 1,915 | $511.0K | 0.30% | −410−17.6% | Reduced |
| Arvest Trust Co N A | 1,915 | $511.0K | 0.04% | +34+1.8% | Added |
| St. James Investment Advisors, LLC | 1,913 | $511.0K | 1.12% | +95+5.2% | Added |
| Vantage Consulting Group Inc | 1,912 | $511.0K | 0.30% | +166+9.5% | Added |
| Syntax Advisors, LLC | 1,912 | $511.0K | 0.44% | +166+9.5% | Added |
| Rosenberg Matthew Hamilton | 1,915 | $511.0K | 0.20% | +266+16.1% | Added |
| Austin Private Wealth, LLC | 1,923 | $513.0K | 0.11% | −60−3.0% | Reduced |
| Vanguard Capital Wealth Advisors | 1,921 | $513.0K | 0.62% | −70−3.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,933 | $516.0K | 0.17% | −11−0.6% | Reduced |
| Cidel Asset Management Inc | 1,932 | $516.0K | 0.02% | +338+21.2% | Added |
| Emerald Advisors, LLC | 1,936 | $517.0K | 0.15% | −55−2.8% | Reduced |
| MEMBERS Trust Co | 1,935 | $517.0K | 0.02% | −25−1.3% | Reduced |
| WestHill Financial Advisors, Inc. | 1,941 | $518.0K | 0.18% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,940 | $518.0K | 0.11% | +15+0.8% | Added |
| Aua Capital Management, LLC | 1,945 | $519.0K | 0.34% | −323−14.2% | Reduced |
| Probity Advisors, Inc. | 1,942 | $519.0K | 0.13% | +58+3.1% | Added |
| Delaney Dennis R | 1,945 | $519.0K | 0.50% | +1,945 | New |
| Von Berge Wealth Management Group, LLC | 1,947 | $520.0K | 0.55% | 00.0% | Unchanged |
| Leisure Capital Management | 1,946 | $520.0K | 0.31% | −20−1.0% | Reduced |
| Baker Boyer National Bank | 1,947 | $520.0K | 0.23% | +516+36.1% | Added |
| Campbell Wealth Management | 1,947 | $520.0K | 0.08% | +583+42.7% | Added |
| Flynn Zito Capital Management, LLC | 1,953 | $521.0K | 0.52% | −1,245−38.9% | Reduced |
| Agate Pass Investment Management, LLC | 1,951 | $521.0K | 0.40% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $521.0K | 0.58% | 00.0% | Unchanged |
| Insight Folios Inc | 1,950 | $521.0K | 0.27% | +32+1.7% | Added |
| Choice Wealth Advisors, LLC | 1,952 | $521.0K | 0.44% | +1,952 | New |
| Level Financial Advisors, Inc. | 1,954 | $522.0K | 0.39% | −21−1.1% | Reduced |
| McNaughton Wealth Management, LLC | 1,958 | $523.0K | 0.38% | +75+4.0% | Added |
| Pinnacle Holdings, LLC | 1,961 | $523.6K | 0.25% | −47−2.3% | Reduced |
| Diversified Portfolios, Inc. | 1,964 | $524.0K | 0.14% | +460+30.6% | Added |
| BTC Capital Management, Inc. | 1,965 | $525.0K | 0.07% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,966 | $525.0K | 0.41% | +29+1.5% | Added |
| Winslow Asset Management Inc | 1,979 | $528.0K | 0.14% | −65−3.2% | Reduced |
| Corton Capital Inc. | 1,977 | $528.0K | 0.65% | +722+57.5% | Added |
| Next Level Private LLC | 1,893 | $529.0K | 0.47% | −95,820−98.1% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,986 | $530.0K | 0.32% | −750−27.4% | Reduced |
| Atwater Malick LLC | 1,983 | $530.0K | 0.30% | 00.0% | Unchanged |
| Rollins Financial | 1,988 | $531.0K | 0.20% | −70−3.4% | Reduced |
| Cedar Mountain Advisors, LLC | 1,988 | $531.0K | 0.18% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,992 | $532.0K | 0.44% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,000 | $534.0K | 0.09% | −500−20.0% | Reduced |
| SBK Financial, Inc. | 2,000 | $534.0K | 0.82% | −75−3.6% | Reduced |
| Gouws Capital LLC | 2,000 | $534.0K | 0.53% | −50−2.4% | Reduced |
| Greenhouse Wealth Management, LLC | 1,998 | $534.0K | 0.59% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,998 | $534.0K | 0.17% | +90+4.7% | Added |
| Sunflower Bank, N.A. | 2,005 | $535.0K | 0.12% | −2,017−50.1% | Reduced |
| Ziegler Capital Management, LLC | 2,004 | $535.0K | 0.02% | +79+4.1% | Added |
| Shepherd Financial Partners LLC | 2,011 | $537.0K | 0.10% | −1,529−43.2% | Reduced |
| Anderson Hoagland & Co | 2,010 | $537.0K | 0.09% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,014 | $538.0K | 0.61% | −1,109−35.5% | Reduced |
| Tower Wealth Partners, Inc. | 1,822 | $538.0K | 0.51% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,015 | $538.0K | 0.16% | +207+11.4% | Added |
| Arbor Investment Advisors, LLC | 2,020 | $539.0K | 0.13% | −335−14.2% | Reduced |
| Denver Wealth Management, Inc. | 2,027 | $541.0K | 0.51% | +500+32.7% | Added |
| State of Wyoming | 2,029 | $542.0K | 0.27% | +631+45.1% | Added |
| AlphaCore Capital LLC | 2,035 | $543.0K | 0.25% | +459+29.1% | Added |
| Ogorek Anthony Joseph | 2,038 | $544.0K | 0.26% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $544.0K | 0.44% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,040 | $544.0K | 0.19% | +1,009+97.9% | Added |
| Centric Wealth Management | 2,048 | $547.0K | 0.22% | −57−2.7% | Reduced |
| Inspire Advisors, LLC | 2,047 | $547.0K | 0.15% | 00.0% | Unchanged |
| United Bank | 2,050 | $547.0K | 0.08% | +100+5.1% | Added |
| Washburn Capital Management, Inc. | 2,053 | $548.0K | 0.52% | −165−7.4% | Reduced |
| Dempze Nancy E | 2,051 | $548.0K | 0.58% | −25−1.2% | Reduced |
| BNC Wealth Management, LLC | 2,051 | $548.0K | 0.33% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,053 | $548.0K | 0.15% | +117+6.0% | Added |
| Wayfinding Financial, LLC | 2,056 | $549.0K | 0.51% | +49+2.4% | Added |