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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 2,060 | $550.0K | 0.13% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,059 | $550.0K | 0.04% | +41+2.0% | Added |
| Townsend & Associates, Inc | 1,880 | $550.0K | 0.25% | +978+108.4% | Added |
| Lagoda Investment Management, L.P. | 2,065 | $551.0K | 0.39% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 2,063 | $551.0K | 0.22% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,066 | $552.0K | 0.56% | −150−6.8% | Reduced |
| Oxler Private Wealth LLC | 2,070 | $552.7K | 0.31% | −50−2.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,070 | $553.0K | 0.11% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,075 | $554.0K | 0.39% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,081 | $556.0K | 0.44% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,091 | $558.0K | 0.08% | +521+33.2% | Added |
| Cairn Investment Group, Inc. | 2,095 | $559.0K | 0.47% | −403−16.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,125 | $567.0K | 0.08% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,123 | $567.0K | 0.21% | +89+4.4% | Added |
| Acorn Financial Advisory Services Inc | 2,122 | $568.0K | 0.14% | +66+3.2% | Added |
| Estabrook Capital Management | 2,130 | $568.8K | 0.11% | −248−10.4% | Reduced |
| Alerus Financial NA | 2,130 | $569.0K | 0.06% | −56−2.6% | Reduced |
| Highview Capital Management LLC | 2,131 | $569.0K | 0.42% | +140+7.0% | Added |
| Valley Brook Capital Group | 2,135 | $570.0K | 0.62% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,134 | $570.0K | 0.04% | +123+6.1% | Added |
| Sage Investment Advisers LLC | 2,133 | $570.0K | 0.90% | +540+33.9% | Added |
| Tarbox Family Office, Inc. | 2,092 | $571.0K | 0.14% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,146 | $573.0K | 0.26% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $574.0K | 0.30% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,155 | $575.0K | 0.16% | −14−0.6% | Reduced |
| Catalyst Private Wealth, LLC | 2,156 | $576.0K | 0.44% | −7−0.3% | Reduced |
| Veracity Capital LLC | 2,156 | $576.0K | 0.31% | +100+4.9% | Added |
| Prentice Wealth Management LLC | 2,159 | $577.0K | 0.32% | +2,159 | New |
| Beacon Capital Management, LLC | 2,113 | $578.0K | 0.19% | −25−1.2% | Reduced |
| Financial Management Professionals, Inc. | 2,167 | $579.0K | 0.13% | +10+0.5% | Added |
| First Dallas Securities Inc. | 2,175 | $581.0K | 0.40% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,174 | $581.0K | 0.10% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,176 | $581.0K | 0.54% | +147+7.2% | Added |
| Cascade Investment Advisors, Inc. | 1,981 | $585.0K | 0.50% | −620−23.8% | Reduced |
| Noesis Capital Mangement Corp | 2,199 | $587.0K | 0.18% | +40+1.9% | Added |
| Legend Financial Advisors, Inc. | 2,202 | $588.0K | 0.55% | −77−3.4% | Reduced |
| Hengehold Capital Management LLC | 2,207 | $589.0K | 0.09% | +44+2.0% | Added |
| Concentric Wealth Management, LLC | 2,209 | $590.0K | 0.22% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,210 | $590.0K | 0.29% | +272+14.0% | Added |
| Citizens Business Bank | 2,210 | $591.0K | 0.14% | −2,730−55.3% | Reduced |
| Forum Financial Management, LP | 2,226 | $594.0K | 0.03% | +3+0.1% | Added |
| Five Oceans Advisors | 2,231 | $596.0K | 0.47% | −12−0.5% | Reduced |
| Golden Green, Inc. | 2,233 | $596.0K | 0.64% | +1,455+187.0% | Added |
| Spearhead Capital Advisors, LLC | 2,239 | $598.0K | 0.65% | +51+2.3% | Added |
| Access Financial Services, Inc. | 2,243 | $599.0K | 0.39% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,246 | $600.0K | 0.16% | +534+31.2% | Added |
| American Assets Investment Management, LLC | 2,250 | $601.0K | 0.08% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 2,250 | $601.0K | 0.45% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,158 | $603.0K | 0.53% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,267 | $605.0K | 0.27% | 00.0% | Unchanged |
| Harbor Group, Inc. | 2,266 | $605.0K | 0.44% | +184+8.8% | Added |
| Crew Capital Management, Ltd. | 2,270 | $606.0K | 0.83% | +120+5.6% | Added |
| Sage Rhino Capital LLC | 2,275 | $607.0K | 0.24% | −54−2.3% | Reduced |
| Value Partners Investments Inc. | 2,286 | $610.0K | 0.06% | +200+9.6% | Added |
| Investment Advisory Group, LLC | 2,289 | $611.0K | 0.42% | −13−0.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,290 | $611.0K | 0.75% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,293 | $612.0K | 0.30% | −560−19.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,296 | $613.0K | 0.38% | −380−14.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,297 | $613.0K | 0.10% | −43−1.8% | Reduced |
| Radnor Capital Management, LLC | 2,301 | $614.0K | 0.18% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,301 | $614.0K | 0.16% | +311+15.6% | Added |
| Clarity Financial LLC | 2,306 | $616.0K | 0.14% | +421+22.3% | Added |
| Shelton Wealth Management, LLC | 2,329 | $622.0K | 0.55% | −13−0.6% | Reduced |
| Landaas & Co | 2,330 | $622.0K | 0.39% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,332 | $622.0K | 0.56% | +490+26.6% | Added |
| Banco BTG Pactual S.A. | 2,334 | $623.0K | 0.35% | +1,181+102.4% | Added |
| Resource Consulting Group Inc | 2,336 | $624.0K | 0.18% | +251+12.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,161 | $625.0K | 0.75% | −16−0.7% | Reduced |
| Trellis Advisors, LLC | 2,340 | $625.0K | 0.36% | +85+3.8% | Added |
| Alera Investment Advisors, LLC | 2,345 | $626.0K | 0.18% | −37−1.6% | Reduced |
| O'Neil Global Advisors, Inc. | 2,350 | $627.0K | 2.48% | −216−8.4% | Reduced |
| RGT Wealth Advisors, LLC | 2,350 | $628.0K | 0.10% | −25−1.1% | Reduced |
| Element Wealth, LLC | 2,352 | $628.0K | 0.58% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,353 | $628.0K | 0.70% | +1,505+177.5% | Added |
| Bigelow Investment Advisors, LLC | 2,364 | $631.0K | 0.38% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2,365 | $632.0K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,366 | $632.0K | 0.09% | +84+3.7% | Added |
| Oliver Luxxe Assets LLC | 2,370 | $633.0K | 0.20% | −88−3.6% | Reduced |
| Broadleaf Partners, LLC | 2,370 | $633.0K | 0.26% | −14−0.6% | Reduced |
| Virtus ETF Advisers LLC | 2,369 | $633.0K | 0.25% | +180+8.2% | Added |
| EverSource Wealth Advisors, LLC | 2,372 | $633.0K | 0.14% | +397+20.1% | Added |
| WESPAC Advisors SoCal, LLC | 2,146 | $633.0K | 0.26% | +774+56.4% | Added |
| Strategic Wealth Designers | 2,370 | $633.0K | 0.18% | +1,372+137.5% | Added |
| Schoolcraft Capital LLC | 2,374 | $633.9K | 0.21% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,380 | $636.0K | 0.54% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,384 | $637.0K | 0.22% | +321+15.6% | Added |
| Creative Financial Designs Inc | 2,388 | $638.0K | 0.10% | +190+8.6% | Added |
| Congress Asset Management Co | 2,392 | $639.0K | 0.01% | −2−0.1% | Reduced |
| Dearborn Partners LLC | 2,413 | $644.0K | 0.03% | +74+3.2% | Added |
| WMG Financial Advisors, LLC | 2,406 | $644.0K | 0.58% | +90+3.9% | Added |
| Compass Advisory Group LLC | 2,417 | $645.0K | 0.36% | 00.0% | Unchanged |
| Vista Investment Management | 2,417 | $645.0K | 0.40% | +26+1.1% | Added |
| Primoris Wealth Advisors, LLC | 2,413 | $646.0K | 1.15% | −132−5.2% | Reduced |
| Surevest, LLC | 2,423 | $647.0K | 0.18% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,424 | $647.0K | 1.37% | +1,052+76.7% | Added |
| SC&H Financial Advisors, Inc. | 2,428 | $648.0K | 0.32% | −8−0.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,426 | $648.0K | 0.26% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,427 | $648.0K | 0.38% | +10.0% | Added |
| Ellenbecker Investment Group | 2,429 | $648.0K | 0.21% | +171+7.6% | Added |
| MBB Public Markets I LLC | 2,430 | $649.0K | 0.02% | 00.0% | Unchanged |