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, Q4 2022
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
- 3,557
- +298 vs. Q3 2022
- Shares held
- 842.2M
- +11.5M (+1.4%) vs. Q3 2022
- Total value
- $259.6B
- +$37.8B (+17.1%) vs. Q3 2022
- New holders
- 389
- 1,331 more added
- Sold out
- 91
- 1,311 more reduced
70 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 2,270 | $701.2K | 1.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,277 | $703.4K | 0.22% | +2+0.1% | Added |
| Willis Johnson & Associates, Inc. | 2,282 | $704.9K | 0.09% | −214−8.6% | Reduced |
| Heritage Investment Group, Inc. | 2,281 | $705.0K | 0.22% | −400−14.9% | Reduced |
| Harbor Group, Inc. | 2,283 | $705.2K | 0.45% | +17+0.8% | Added |
| Long Run Wealth Advisors, LLC | 2,284 | $705.5K | 0.25% | −491−17.7% | Reduced |
| Selway Asset Management | 2,285 | $705.8K | 0.37% | +370+19.3% | Added |
| O'Neil Global Advisors, Inc. | 2,285 | $706.0K | 3.26% | −65−2.8% | Reduced |
| Prentice Wealth Management LLC | 2,288 | $706.8K | 0.36% | +129+6.0% | Added |
| State of Wyoming | 2,289 | $707.1K | 0.24% | +260+12.8% | Added |
| Oak Asset Management, LLC | 2,293 | $708.3K | 0.32% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,299 | $710.2K | 0.82% | +9+0.4% | Added |
| Alera Investment Advisors, LLC | 2,300 | $710.6K | 0.17% | −45−1.9% | Reduced |
| Zions Bancorporation, N.A. | 2,301 | $710.8K | 0.06% | −215−8.5% | Reduced |
| LS Investment Advisors, LLC | 2,301 | $710.8K | 0.14% | +1,357+143.8% | Added |
| WMG Financial Advisors, LLC | 2,307 | $712.6K | 0.61% | −99−4.1% | Reduced |
| CWS Financial Advisors, LLC | 2,792 | $713.0K | 0.31% | −44−1.6% | Reduced |
| Missouri Trust & Investment Co | 2,316 | $715.0K | 0.43% | +435+23.1% | Added |
| Bigelow Investment Advisors, LLC | 2,319 | $716.3K | 0.42% | −45−1.9% | Reduced |
| Value Partners Investments Inc. | 2,320 | $716.4K | 0.06% | +34+1.5% | Added |
| Trellis Advisors, LLC | 2,324 | $717.9K | 0.38% | −16−0.7% | Reduced |
| LWMG, LLC | 2,327 | $718.8K | 0.26% | +2,327 | New |
| Radnor Capital Management, LLC | 2,301 | $719.0K | 0.18% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,328 | $719.1K | 0.64% | −25−1.1% | Reduced |
| SC&H Financial Advisors, Inc. | 2,351 | $726.2K | 0.30% | −77−3.2% | Reduced |
| Element Wealth, LLC | 2,352 | $726.5K | 0.59% | 00.0% | Unchanged |
| First Pacific Financial | 2,358 | $728.4K | 0.36% | −175−6.9% | Reduced |
| First Capital Advisors Group, LLC. | 2,361 | $729.3K | 0.49% | −133−5.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,363 | $730.0K | 0.11% | +66+2.9% | Added |
| Palisade Asset Management, LLC | 2,365 | $730.5K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,369 | $731.0K | 0.22% | −60−2.5% | Reduced |
| Broadleaf Partners, LLC | 2,370 | $732.0K | 0.29% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,370 | $732.1K | 0.20% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,316 | $732.7K | 0.83% | +155+7.2% | Added |
| Fidelis Capital Partners, LLC | 2,325 | $733.6K | 0.87% | +2,325 | New |
| Kolinsky Wealth Management, LLC | 2,381 | $735.0K | 0.84% | −90−3.6% | Reduced |
| Planned Solutions, Inc. | 2,380 | $735.2K | 0.54% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,380 | $735.2K | 0.15% | +900+60.8% | Added |
| Congress Asset Management Co | 2,385 | $736.7K | 0.01% | −7−0.3% | Reduced |
| PAX Financial Group, LLC | 2,397 | $740.4K | 0.19% | −108−4.3% | Reduced |
| Belmont Capital, LLC | 2,400 | $741.0K | 0.79% | +2,300+2,300.0% | Added |
| Veracity Capital LLC | 2,406 | $743.2K | 0.36% | +250+11.6% | Added |
| Barrett & Company, Inc. | 788 | $743.3K | 0.49% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,407 | $743.5K | 1.64% | +2,407 | New |
| EverSource Wealth Advisors, LLC | 2,408 | $743.8K | 0.11% | +36+1.5% | Added |
| Hengehold Capital Management LLC | 2,410 | $744.5K | 0.10% | +203+9.2% | Added |
| Strategic Wealth Designers | 2,424 | $747.3K | 0.17% | +54+2.3% | Added |
| River Street Advisors LLC | 2,421 | $747.8K | 0.80% | +2,421 | New |
| Dover Advisors, LLC | 2,423 | $748.5K | 0.81% | +2,423 | New |
| Riggs Asset Managment Co. Inc. | 2,426 | $749.4K | 0.31% | 00.0% | Unchanged |
| Vista Investment Management | 2,426 | $749.4K | 0.43% | +9+0.4% | Added |
| Curated Wealth Partners LLC | 2,428 | $750.0K | 0.18% | −10.0% | Reduced |
| MBB Public Markets I LLC | 2,430 | $750.6K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,434 | $751.9K | 0.57% | +2+0.1% | Added |
| Home Federal Bank of Tennessee | 2,436 | $752.5K | 0.29% | 00.0% | Unchanged |
| Somerset Trust Co | 2,442 | $754.0K | 0.32% | −29−1.2% | Reduced |
| Gleason Group, Inc. | 2,448 | $756.2K | 0.24% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,450 | $756.8K | 0.36% | −25−1.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,452 | $757.4K | 0.05% | +2+0.1% | Added |
| Round Rock Advisors, LLC | 2,457 | $759.0K | 0.31% | −15−0.6% | Reduced |
| Compass Advisory Group LLC | 2,417 | $760.9K | 0.44% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,465 | $761.4K | 0.45% | −422−14.6% | Reduced |
| Machina Capital S.A.S. | 2,474 | $764.2K | 1.42% | +50+2.1% | Added |
| Rowland & Co Investment Counsel | 2,470 | $765.5K | 0.19% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $772.0K | 0.75% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,500 | $772.3K | 0.50% | +2,500 | New |
| Ategra Capital Management, LLC | 2,505 | $773.8K | 0.41% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,505 | $774.0K | 0.03% | −82−3.2% | Reduced |
| MQS Management LLC | 2,506 | $774.1K | 0.53% | +2,506 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,515 | $775.0K | 0.02% | −2,260−47.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 2,510 | $775.3K | 1.20% | +2,510 | New |
| Kornitzer Capital Management Inc | 2,512 | $776.0K | 0.02% | −9−0.4% | Reduced |
| Permit Capital, LLC | 2,515 | $776.9K | 0.27% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,524 | $779.7K | 0.26% | 00.0% | Unchanged |
| Integrity Financial Corp | 2,530 | $781.5K | 0.75% | −46−1.8% | Reduced |
| Investmark Advisory Group LLC | 2,532 | $782.1K | 0.58% | +200+8.6% | Added |
| Connolly Sarah T. | 2,535 | $783.1K | 0.53% | +700+38.1% | Added |
| Granite Harbor Advisors, Inc. | 2,535 | $783.1K | 0.80% | +2,535 | New |
| Corundum Group, Inc. | 2,538 | $784.0K | 0.44% | +94+3.8% | Added |
| Wealthquest Corp | 2,545 | $786.1K | 0.10% | +2+0.1% | Added |
| High Net Worth Advisory Group LLC | 2,547 | $786.8K | 0.31% | +1,447+131.5% | Added |
| Wealthspan Partners, LLC | 2,548 | $787.1K | 0.72% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,555 | $789.2K | 0.82% | +2,555 | New |
| Marsico Capital Management LLC | 2,556 | $789.5K | 0.04% | +2,556 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,558 | $790.2K | 0.45% | +1,207+89.3% | Added |
| Keating Investment Counselors Inc | 2,559 | $790.5K | 0.31% | +413+19.2% | Added |
| Wells Trecaso Financial Group, LLC | 2,560 | $790.8K | 0.39% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,563 | $791.8K | 0.62% | +2,563 | New |
| Warner Financial, Inc | 2,565 | $792.0K | 0.60% | −7−0.3% | Reduced |
| Vigilare Wealth Management | 2,565 | $792.3K | 0.46% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 2,566 | $792.6K | 0.72% | +2,566 | New |
| New Jersey Better Educational Savings Trust | 2,571 | $794.2K | 2.34% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,573 | $794.8K | 0.26% | +450+21.2% | Added |
| Stableford Capital II LLC | 2,519 | $794.8K | 0.43% | −153−5.7% | Reduced |
| Legacy Bridge, LLC | 2,578 | $796.3K | 0.57% | +497+23.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,580 | $797.0K | 0.70% | +404+18.6% | Added |
| First National Bank & Trust Co of Newtown | 2,585 | $798.5K | 0.18% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,589 | $799.7K | 0.32% | −45−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,592 | $800.8K | 0.36% | +2,592 | New |
| Syverson Strege & Co | 2,593 | $801.0K | 0.36% | +1,153+80.1% | Added |