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; 4,929 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
- −230.2K (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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 95,848 | $25.6M | 0.81% | +3,013+3.2% | Added |
| True North Advisors, LLC | 94,756 | $25.3M | 8.30% | −858−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 94,534 | $25.2M | 0.55% | −53,036−35.9% | Reduced |
| Achmea Investment Management B.V. | 94,199 | $25.2M | 0.89% | −28,761−23.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 94,107 | $25.1M | 1.93% | −404−0.4% | Reduced |
| Western Wealth Management, LLC | 93,054 | $24.9M | 1.43% | −6,026−6.1% | Reduced |
| Cadinha & Co LLC | 93,344 | $24.9M | 8.39% | −174−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 92,913 | $24.8M | 1.94% | +12,017+14.9% | Added |
| Marshall Wace, LLP | 92,698 | $24.8M | 0.06% | −339,524−78.6% | Reduced |
| LMCG Investments, LLC | 92,586 | $24.7M | 1.81% | +337+0.4% | Added |
| Gamble Jones Investment Counsel | 92,484 | $24.7M | 2.01% | −4,013−4.2% | Reduced |
| New Mexico Educational Retirement Board | 92,457 | $24.7M | 1.34% | −9,100−9.0% | Reduced |
| Close Asset Management Ltd | 92,141 | $24.6M | 1.39% | +3,110+3.5% | Added |
| CapWealth Advisors, LLC | 92,207 | $24.6M | 3.25% | +688+0.8% | Added |
| Macquarie Group Ltd | 92,074 | $24.6M | 0.03% | +541+0.6% | Added |
| Shell Asset Management Co | 91,976 | $24.6M | 0.96% | −21,893−19.2% | Reduced |
| Allen Capital Group, LLC | 91,687 | $24.5M | 5.66% | +2,110+2.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,312 | $24.4M | 0.44% | +4,581+5.3% | Added |
| Intelligent Financial Strategies | 91,192 | $24.4M | 25.53% | −564−0.6% | Reduced |
| Regions Financial Corp | 90,960 | $24.3M | 0.24% | −2,646−2.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 90,886 | $24.3M | 0.65% | −1,464−1.6% | Reduced |
| GoodHaven Capital Management, LLC | 90,689 | $24.2M | 17.52% | +75+0.1% | Added |
| Advisors Capital Management, LLC | 78,274 | $24.2M | 0.65% | +4,799+6.5% | Added |
| White Pine Investment CO | 88,397 | $23.6M | 9.78% | −2,617−2.9% | Reduced |
| Braun Stacey Associates Inc | 87,936 | $23.5M | 1.43% | −174−0.2% | Reduced |
| Waverton Investment Management Ltd | 87,831 | $23.5M | 0.96% | −2,748−3.0% | Reduced |
| SP Asset Management | 87,834 | $23.5M | 3.21% | +4,363+5.2% | Added |
| Boston Trust Walden Corp | 87,795 | $23.4M | 0.23% | +235+0.3% | Added |
| Silvercrest Asset Management Group LLC | 87,743 | $23.4M | 0.19% | −416−0.5% | Reduced |
| Retirement Group, LLC | 87,550 | $23.4M | 18.73% | −49,031−35.9% | Reduced |
| Associated Banc-Corp | 87,222 | $23.3M | 1.08% | +148+0.2% | Added |
| Spinnaker Trust | 86,870 | $23.2M | 1.92% | +2,085+2.5% | Added |
| Equitable Holdings, Inc. | 86,442 | $23.1M | 0.45% | +3,863+4.7% | Added |
| Beecher Investors Inc | 86,402 | $23.1M | 37.89% | +27,000+45.5% | Added |
| Steginsky Capital LLC | 86,316 | $23.0M | 8.75% | −3,625−4.0% | Reduced |
| Professional Advisory Services Inc | 85,971 | $23.0M | 3.99% | +2,206+2.6% | Added |
| Johnson Investment Counsel Inc | 85,948 | $22.9M | 0.34% | +939+1.1% | Added |
| De Burlo Group Inc | 85,593 | $22.9M | 5.44% | +77,525+960.9% | Added |
| Candriam Luxembourg S.C.A. | 85,059 | $22.7M | 0.16% | −7,165−7.8% | Reduced |
| Doyle Wealth Management | 84,771 | $22.6M | 1.94% | −657−0.8% | Reduced |
| Texas Yale Capital Corp. | 84,754 | $22.6M | 1.45% | −741−0.9% | Reduced |
| HB Wealth Management, LLC | 84,461 | $22.6M | 0.48% | +3,988+5.0% | Added |
| Nichols & Pratt Advisers LLP | 84,380 | $22.5M | 2.00% | −7,271−7.9% | Reduced |
| Cresset Asset Management, LLC | 83,682 | $22.3M | 0.28% | −5,103−5.7% | Reduced |
| D'Orazio & Associates, Inc. | 83,248 | $22.2M | 6.50% | +31,418+60.6% | Added |
| Jones Financial Companies LLLP | 82,464 | $22.0M | 0.04% | −1,450−1.7% | Reduced |
| Reik & Co., LLC | 82,315 | $22.0M | 7.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 82,297 | $22.0M | 0.61% | −14,962−15.4% | Reduced |
| Private Wealth Partners, LLC | 82,024 | $21.9M | 2.80% | +1,413+1.8% | Added |
| Independent Advisor Alliance | 81,803 | $21.8M | 1.27% | −1,479−1.8% | Reduced |
| Massmutual Trust Co FSB | 81,734 | $21.8M | 0.99% | +967+1.2% | Added |
| Menlo Advisors LLC | 81,727 | $21.8M | 15.31% | −992−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 81,646 | $21.8M | 0.83% | −2,370−2.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 80,535 | $21.5M | 8.14% | +6,325+8.5% | Added |
| YHB Investment Advisors, Inc. | 79,833 | $21.3M | 2.37% | +278+0.3% | Added |
| Foster Dykema Cabot & Co Inc | 79,379 | $21.2M | 2.66% | −220.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 79,272 | $21.2M | 0.37% | +1,701+2.2% | Added |
| Stephens Inc | 78,963 | $21.1M | 0.45% | +4,970+6.7% | Added |
| Magellan Asset Management Ltd | 78,516 | $21.0M | 0.15% | 00.0% | Unchanged |
| Kiltearn Partners LLP | 78,420 | $20.9M | 1.21% | +6,900+9.6% | Added |
| Cobblestone Capital Advisors LLC | 78,121 | $20.9M | 1.74% | −246−0.3% | Reduced |
| Sierra Capital LLC | 78,022 | $20.8M | 3.88% | +485+0.6% | Added |
| Bard Financial Services, Inc. | 78,010 | $20.8M | 1.95% | −375−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 77,870 | $20.8M | 0.12% | +32,200+70.5% | Added |
| Agf Investments Inc. | 77,746 | $20.8M | 0.20% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 77,603 | $20.7M | 0.30% | +29,593+61.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 77,603 | $20.7M | 0.16% | −10,656−12.1% | Reduced |
| Assetmark, Inc | 77,519 | $20.7M | 0.10% | −11,896−13.3% | Reduced |
| American Financial Advisors, LLC | 77,140 | $20.6M | 3.56% | +77,140 | New |
| SG Americas Securities, LLC | 76,345 | $20.4M | 0.31% | +28,999+61.2% | Added |
| Dowling & Yahnke LLC | 76,324 | $20.4M | 0.95% | +820+1.1% | Added |
| Overbrook Management Corp | 76,087 | $20.3M | 5.77% | +628+0.8% | Added |
| Baskin Financial Services Inc. | 75,973 | $20.3M | 2.43% | +422+0.6% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 75,211 | $20.1M | 9.47% | +75,211 | New |
| United Community Bank | 75,204 | $20.1M | 20.97% | +23,071+44.3% | Added |
| Lincoln National Corp | 74,981 | $20.0M | 0.49% | +2,450+3.4% | Added |
| Hi-Line Capital Management, LLC | 74,787 | $20.0M | 8.06% | −1,049−1.4% | Reduced |
| Live Oak Private Wealth LLC | 74,691 | $19.9M | 4.48% | +888+1.2% | Added |
| Modera Wealth Management, LLC | 73,703 | $19.7M | 1.00% | −375−0.5% | Reduced |
| Hoylecohen, LLC | 73,268 | $19.6M | 2.14% | +787+1.1% | Added |
| Qube Research & Technologies Ltd | 73,263 | $19.6M | 0.12% | −467,854−86.5% | Reduced |
| Pecaut & Co. | 72,784 | $19.4M | 10.30% | −2,071−2.8% | Reduced |
| Solitude Financial Services | 72,587 | $19.4M | 14.16% | +1,700+2.4% | Added |
| Country Club Bank | 71,609 | $19.3M | 1.85% | +5,151+7.8% | Added |
| Atria Investments LLC | 72,023 | $19.2M | 0.42% | +2,602+3.7% | Added |
| Rbo & Co LLC | 71,890 | $19.2M | 3.81% | −396−0.5% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 71,263 | $19.0M | 4.37% | +71,263 | New |
| Security National Bank | 71,230 | $19.0M | 5.30% | −3,716−5.0% | Reduced |
| Allworth Financial LP | 71,187 | $19.0M | 0.24% | +2,972+4.4% | Added |
| Wharton Business Group, LLC | 70,812 | $18.9M | 1.28% | +536+0.8% | Added |
| United Services Automobile Association | 70,773 | $18.9M | 0.53% | +1,650+2.4% | Added |
| Burney Co | 70,641 | $18.9M | 1.04% | +1,954+2.8% | Added |
| Cabot Wealth Management Inc | 70,441 | $18.8M | 3.18% | +725+1.0% | Added |
| Shufro Rose & Co LLC | 70,192 | $18.7M | 1.87% | +170+0.2% | Added |
| Vontobel Holding Ltd. | 68,909 | $18.6M | 0.22% | +2,084+3.1% | Added |
| Kanawha Capital Management LLC | 69,387 | $18.5M | 2.03% | +438+0.6% | Added |
| Albion Financial Group | 69,070 | $18.4M | 1.90% | −55−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 68,943 | $18.4M | 0.93% | −691−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 68,851 | $18.4M | 0.83% | −2,517−3.5% | Reduced |
| Brinker Capital Investments, LLC | 68,718 | $18.3M | 0.38% | +3,930+6.1% | Added |