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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 2,432 | $649.0K | 0.56% | +34+1.4% | Added |
| Home Federal Bank of Tennessee | 2,436 | $650.0K | 0.27% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,332 | $651.0K | 0.39% | +2+0.1% | Added |
| Curated Wealth Partners LLC | 2,429 | $651.0K | 0.19% | +7+0.3% | Added |
| Objective Capital Management, LLC | 2,441 | $652.0K | 0.70% | −49−2.0% | Reduced |
| Corundum Group, Inc. | 2,444 | $653.0K | 0.41% | +2+0.1% | Added |
| 360 Financial, Inc. | 2,445 | $653.0K | 0.43% | +1,190+94.8% | Added |
| Efficient Advisors, LLC | 2,444 | $653.0K | 0.06% | +2,444 | New |
| Mountain Pacific Investment Advisers Inc | 2,450 | $654.0K | 0.05% | −45−1.8% | Reduced |
| Gleason Group, Inc. | 2,448 | $654.0K | 0.23% | +76+3.2% | Added |
| KG&L Capital Management,LLC | 2,464 | $658.0K | 0.37% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,470 | $659.5K | 0.18% | +160+6.9% | Added |
| Round Rock Advisors, LLC | 2,472 | $660.0K | 0.30% | −9−0.4% | Reduced |
| Kolinsky Wealth Management, LLC | 2,471 | $660.0K | 0.83% | +22+0.9% | Added |
| Port Capital LLC | 2,471 | $660.0K | 0.05% | +213+9.4% | Added |
| Somerset Trust Co | 2,471 | $660.0K | 0.31% | +1,500+154.5% | Added |
| Verus Financial Partners, Inc. | 2,348 | $661.0K | 0.10% | +74+3.3% | Added |
| Alpha Family Trust | 2,480 | $662.0K | 0.50% | +340+15.9% | Added |
| Spotlight Asset Group, Inc. | 2,342 | $662.0K | 0.66% | +2,342 | New |
| Peninsula Wealth, LLC | 2,486 | $664.0K | 0.23% | +2+0.1% | Added |
| Willis Johnson & Associates, Inc. | 2,496 | $666.0K | 0.10% | −349−12.3% | Reduced |
| First Capital Advisors Group, LLC. | 2,494 | $666.0K | 0.56% | −47−1.8% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $667.0K | 0.67% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $668.0K | 0.75% | – | – |
| Ategra Capital Management, LLC | 2,505 | $668.9K | 0.36% | −56−2.2% | Reduced |
| PAX Financial Group, LLC | 2,505 | $669.0K | 0.17% | −24−0.9% | Reduced |
| Zions Bancorporation, N.A. | 2,516 | $671.0K | 0.07% | −215−7.9% | Reduced |
| Permit Capital, LLC | 2,515 | $672.0K | 0.23% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,516 | $672.0K | 0.18% | +2,516 | New |
| Kornitzer Capital Management Inc | 2,521 | $673.0K | 0.01% | −85−3.3% | Reduced |
| SkyOak Wealth, LLC | 2,524 | $674.0K | 0.24% | +6+0.2% | Added |
| Strategic Asset Management, LLC | 2,525 | $674.0K | 1.17% | +20+0.8% | Added |
| Vista Private Wealth Partners. LLC | 2,475 | $675.0K | 0.38% | 00.0% | Unchanged |
| First Pacific Financial | 2,533 | $676.0K | 0.39% | +175+7.4% | Added |
| Bill Few Associates, Inc. | 2,539 | $677.0K | 0.46% | 00.0% | Unchanged |
| Wealthquest Corp | 2,543 | $679.0K | 0.09% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,548 | $680.0K | 0.70% | +47+1.9% | Added |
| Sendero Wealth Management, LLC | 2,553 | $682.0K | 0.28% | −1,441−36.1% | Reduced |
| Geller Advisors LLC | 2,556 | $683.0K | 0.15% | −551−17.7% | Reduced |
| Clean Yield Group | 2,559 | $683.0K | 0.32% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,560 | $684.0K | 0.38% | +10+0.4% | Added |
| Vigilare Wealth Management | 2,565 | $685.0K | 0.89% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,565 | $685.0K | 0.15% | +386+17.7% | Added |
| New Jersey Better Educational Savings Trust | 2,571 | $687.0K | 2.30% | 00.0% | Unchanged |
| Warner Financial, Inc | 2,572 | $687.0K | 0.55% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,574 | $687.0K | 0.74% | +69+2.8% | Added |
| Integrity Financial Corp | 2,576 | $688.0K | 0.72% | −70−2.6% | Reduced |
| First National Bank & Trust Co of Newtown | 2,585 | $690.0K | 0.17% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,589 | $691.0K | 0.16% | −747−22.4% | Reduced |
| Columbia Trust Co 01012016 | 2,589 | $691.0K | 0.39% | −205−7.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,587 | $691.0K | 0.03% | −158−5.8% | Reduced |
| Burton Enright Welch | 2,596 | $693.2K | 0.34% | −70−2.6% | Reduced |
| Integrity Advisory, LLC | 2,601 | $695.0K | 0.65% | 00.0% | Unchanged |
| Triad Investment Management | 2,605 | $696.0K | 1.21% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,610 | $697.0K | 0.28% | −135−4.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,620 | $700.0K | 0.27% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,624 | $701.0K | 0.30% | −3−0.1% | Reduced |
| 626 Financial, LLC | 2,631 | $703.0K | 0.57% | −126−4.6% | Reduced |
| Boltwood Capital Management | 2,634 | $703.0K | 0.32% | −30−1.1% | Reduced |
| Stevens Capital Management LP | 2,638 | $704.0K | 0.45% | −2,858−52.0% | Reduced |
| Financial Perspectives, Inc | 2,637 | $704.1K | 0.39% | 00.0% | Unchanged |
| South Shore Capital Advisors | 2,641 | $705.0K | 1.67% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,642 | $705.0K | 0.38% | +100+3.9% | Added |
| Marquette Asset Management, LLC | 2,644 | $706.0K | 0.22% | 00.0% | Unchanged |
| Capital Square, LLC | 2,650 | $707.0K | 0.64% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,646 | $707.0K | 0.10% | +105+4.1% | Added |
| Copperwynd Financial, LLC | 2,650 | $708.0K | 0.41% | −6,501−71.0% | Reduced |
| Westwood Management Corp | 2,650 | $708.0K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 2,665 | $712.0K | 0.36% | +2,665 | New |
| Engrave Wealth Partners LLC | 2,674 | $714.0K | 0.33% | +160+6.4% | Added |
| Inscription Capital, LLC | 2,676 | $715.0K | 0.20% | −8,742−76.6% | Reduced |
| Madison Wealth Partners, Inc | 2,678 | $715.0K | 0.47% | +102+4.0% | Added |
| Spinnaker Investment Group, LLC | 2,672 | $715.0K | 0.28% | +477+21.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,680 | $716.0K | 0.22% | −1,015−27.5% | Reduced |
| Ackerman Capital Advisors, LLC | 2,682 | $716.0K | 0.20% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 2,680 | $716.0K | 1.16% | +50+1.9% | Added |
| Heritage Investment Group, Inc. | 2,681 | $716.0K | 0.44% | +400+17.5% | Added |
| Montz Harcus Wealth Management LLC | 2,687 | $717.0K | 0.79% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,686 | $717.0K | 0.09% | +27+1.0% | Added |
| Global Financial Private Client, LLC | 2,665 | $727.0K | 0.42% | −24−0.9% | Reduced |
| Matrix Asset Advisors Inc | 2,728 | $728.0K | 0.12% | +22+0.8% | Added |
| Family Firm, Inc. | 33,491 | $729.0K | 0.23% | +853+2.6% | Added |
| SeaCrest Wealth Management, LLC | 2,732 | $729.0K | 0.11% | +200+7.9% | Added |
| Laffer Tengler Investments | 2,733 | $729.8K | 0.27% | +392+16.7% | Added |
| DHJJ Financial Advisors, Ltd. | 2,733 | $730.0K | 0.43% | −10−0.4% | Reduced |
| Bienville Capital Management, LLC | 2,739 | $731.0K | 0.29% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,737 | $732.0K | 0.46% | −4−0.1% | Reduced |
| Independent Wealth Network Inc. | 2,753 | $735.0K | 0.57% | −42−1.5% | Reduced |
| Old North State Trust, LLC | 2,755 | $736.0K | 0.64% | +2,752+91,733.3% | Added |
| Strid Group, LLC | 2,765 | $738.0K | 0.19% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,767 | $739.0K | 0.54% | +342+14.1% | Added |
| Allied Investment Advisors, LLC | 2,770 | $740.0K | 0.28% | −77−2.7% | Reduced |
| Long Run Wealth Advisors, LLC | 2,775 | $741.0K | 0.29% | −68−2.4% | Reduced |
| Wolff Financial Management LLC | 2,776 | $741.0K | 0.34% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,779 | $742.0K | 0.45% | −1,575−36.2% | Reduced |
| IAM Advisory, LLC | 2,778 | $742.0K | 0.31% | +515+22.8% | Added |
| J. L. Bainbridge & Co., Inc. | 2,781 | $743.0K | 0.12% | −11−0.4% | Reduced |
| Peterson Wealth Management | 2,782 | $743.0K | 0.69% | +371+15.4% | Added |
| MGO Private Wealth, LLC | 2,782 | $743.0K | 0.35% | +2,782 | New |
| Laird Norton Trust Company, LLC | 2,791 | $745.0K | 0.17% | −1,527−35.4% | Reduced |