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 |
|---|---|---|---|---|---|
| Objective Capital Management, LLC | 2,594 | $801.2K | 0.80% | +153+6.3% | Added |
| Marshall Financial Group LLC | 2,595 | $801.6K | 0.31% | −29−1.1% | Reduced |
| 626 Financial, LLC | 2,596 | $801.9K | 0.56% | −35−1.3% | Reduced |
| Toews Corp | 2,600 | $803.1K | 0.40% | −1,600−38.1% | Reduced |
| TCM Advisors, LLC | – | $803.1K | 0.83% | – | – |
| Cascade Investment Advisors, Inc. | 2,601 | $803.4K | 0.67% | +620+31.3% | Added |
| Capital Square, LLC | 2,602 | $803.8K | 0.73% | −48−1.8% | Reduced |
| Whitford Management LLC | 2,603 | $804.2K | 0.52% | +2,603 | New |
| Triad Investment Management | 2,605 | $804.7K | 1.26% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,612 | $806.8K | 0.25% | +126+5.1% | Added |
| Oak Harbor Wealth Partners, LLC | 2,620 | $809.3K | 0.31% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 2,625 | $811.0K | 0.74% | +24+0.9% | Added |
| All Terrain Financial Advisors, LLC | 2,637 | $814.6K | 0.41% | −5−0.2% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $816.7K | 0.24% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,646 | $817.3K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,648 | $818.0K | 0.42% | +11+0.4% | Added |
| Alterity Financial Group, LLC | 2,650 | $818.6K | 1.33% | −30−1.1% | Reduced |
| Copperwynd Financial, LLC | 2,650 | $818.6K | 0.46% | 00.0% | Unchanged |
| Westwood Management Corp | 2,650 | $819.0K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,654 | $819.8K | 0.66% | −307−10.4% | Reduced |
| RNC Capital Management LLC | 2,660 | $822.0K | 0.05% | −372−12.3% | Reduced |
| Hemington Wealth Management | 2,664 | $822.0K | 0.35% | −248−8.5% | Reduced |
| Investment Advisory Group, LLC | 2,664 | $822.9K | 0.51% | +375+16.4% | Added |
| Sound Income Strategies, LLC | 2,668 | $824.1K | 0.11% | +302+12.8% | Added |
| Almanack Investment Partners, LLC. | 2,680 | $827.9K | 0.18% | −1,571−37.0% | Reduced |
| Marco Investment Management LLC | 2,686 | $829.7K | 0.10% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,687 | $830.0K | 0.82% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,688 | $830.3K | 0.48% | −45−1.6% | Reduced |
| Ackerman Capital Advisors, LLC | 2,688 | $830.3K | 0.22% | +6+0.2% | Added |
| Creative Financial Designs Inc | 2,693 | $831.9K | 0.12% | +305+12.8% | Added |
| Heritage Financial Services, LLC | 2,697 | $833.1K | 0.21% | −82−3.0% | Reduced |
| Inscription Capital, LLC | 2,701 | $834.3K | 0.29% | +25+0.9% | Added |
| Redmont Wealth Advisors LLC | 2,703 | $835.0K | 0.98% | +1,533+131.0% | Added |
| Peterson Wealth Management | 2,710 | $837.1K | 0.85% | −72−2.6% | Reduced |
| Columbia Trust Co 01012016 | 2,715 | $838.7K | 0.47% | +126+4.9% | Added |
| Geller Advisors LLC | 2,722 | $840.8K | 0.14% | +166+6.5% | Added |
| KLR Investment Advisors, LLC | 2,722 | $840.8K | 0.69% | +2,722 | New |
| Matrix Asset Advisors Inc | 2,729 | $843.0K | 0.13% | +10.0% | Added |
| F/M Investments LLC | 2,729 | $843.0K | 1.02% | +2,729 | New |
| Cairn Investment Group, Inc. | 2,728 | $843.0K | 0.63% | +633+30.2% | Added |
| SeaCrest Wealth Management, LLC | 2,732 | $843.9K | 0.12% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,739 | $846.1K | 0.32% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,740 | $846.4K | 0.31% | +1,416+106.9% | Added |
| Family Firm, Inc. | 33,525 | $847.7K | 0.25% | +34+0.1% | Added |
| Principal Street Partners, LLC | 2,751 | $849.8K | 0.21% | +235+9.3% | Added |
| Oakwell Private Wealth Management, LLC | 2,760 | $852.6K | 0.41% | −59−2.1% | Reduced |
| Sheets Smith Wealth Management | 2,763 | $853.5K | 0.13% | −294−9.6% | Reduced |
| Strid Group, LLC | 2,765 | $854.1K | 0.20% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,772 | $856.3K | 0.85% | +198+7.7% | Added |
| Old North State Trust, LLC | 2,775 | $857.0K | 0.56% | +20+0.7% | Added |
| MGO Private Wealth, LLC | 2,781 | $859.1K | 0.39% | −10.0% | Reduced |
| Spinnaker Investment Group, LLC | 2,782 | $859.4K | 0.31% | +110+4.1% | Added |
| Andra AP-fonden | 2,800 | $865.0K | 0.03% | +2,800 | New |
| Institutional & Family Asset Management, LLC | 2,807 | $867.1K | 0.15% | +10.0% | Added |
| Elk River Wealth Management, LLC | 2,807 | $867.2K | 0.21% | −77−2.7% | Reduced |
| Round Hill Asset Management | 2,815 | $869.6K | 0.54% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,815 | $869.6K | 0.27% | +20+0.7% | Added |
| Carl Stuart Investment Advisor, Inc | 2,818 | $870.5K | 0.80% | +660+30.6% | Added |
| ShoreHaven Wealth Partners, LLC | 2,819 | $870.8K | 0.61% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,822 | $871.7K | 0.14% | +41+1.5% | Added |
| White Lighthouse Investment Management Inc. | 2,825 | $872.6K | 0.24% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 2,829 | $873.9K | 0.27% | +59+2.1% | Added |
| Barden Capital Management, Inc. | 2,836 | $876.1K | 0.90% | +2,836 | New |
| Affinity Capital Advisors, LLC | 2,837 | $876.3K | 0.30% | −50−1.7% | Reduced |
| Horizon Wealth Management, LLC | 2,843 | $878.2K | 0.72% | −336−10.6% | Reduced |
| Wagner Wealth Management, LLC | 2,843 | $878.2K | 0.54% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 2,847 | $879.4K | 0.31% | +2,847 | New |
| First National Bank | 2,849 | $880.1K | 0.74% | −101−3.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,868 | $886.0K | 0.02% | +25+0.9% | Added |
| Aprio Wealth Management, LLC | 2,869 | $886.2K | 0.31% | −35−1.2% | Reduced |
| Courage Miller Partners, LLC | 2,873 | $887.5K | 0.41% | +20+0.7% | Added |
| One Wealth Advisors, LLC | 2,876 | $888.4K | 0.20% | −612−17.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,876 | $888.4K | 0.36% | −237−7.6% | Reduced |
| Crown Wealth Group, LLC | 2,880 | $889.6K | 0.84% | −1,519−34.5% | Reduced |
| Duncker Streett & Co Inc | 2,882 | $890.3K | 0.21% | −37−1.3% | Reduced |
| Fulcrum Capital LLC | 2,895 | $894.3K | 0.26% | +2,895 | New |
| RMR Wealth Builders | 2,900 | $895.8K | 0.20% | +7+0.2% | Added |
| IAM Advisory, LLC | 2,905 | $897.4K | 0.33% | +127+4.6% | Added |
| Verity Asset Management, Inc. | 2,906 | $897.7K | 0.77% | +2,906 | New |
| Madison Wealth Partners, Inc | 2,913 | $899.7K | 0.53% | +235+8.8% | Added |
| Yarger Wealth Strategies, LLC | 2,916 | $900.8K | 1.12% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,917 | $901.1K | 0.46% | −378−11.5% | Reduced |
| Greatmark Investment Partners, Inc. | 2,917 | $901.1K | 0.16% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,921 | $902.3K | 0.40% | −450−13.3% | Reduced |
| Burton Enright Welch | 2,923 | $902.9K | 0.38% | +327+12.6% | Added |
| Banco BTG Pactual S.A. | 2,936 | $906.9K | 0.52% | +602+25.8% | Added |
| GM Advisory Group, Inc. | 2,940 | $908.2K | 0.10% | −4−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,948 | $910.6K | 0.28% | +2,948 | New |
| Keeley-Teton Advisors, LLC | 2,950 | $911.3K | 0.11% | −8−0.3% | Reduced |
| Herold Advisors, Inc. | 2,950 | $911.3K | 0.39% | 00.0% | Unchanged |
| Essex LLC | 2,950 | $911.3K | 0.28% | +25+0.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 2,951 | $911.6K | 0.55% | +100+3.5% | Added |
| Oak Hill Wealth Advisors, LLC | 2,953 | $912.3K | 0.38% | +2,953 | New |
| Rice Hall James & Associates, LLC | 2,955 | $912.8K | 0.05% | −1,229−29.4% | Reduced |
| FirstPurpose Wealth LLC | 2,956 | $913.1K | 0.51% | +83+2.9% | Added |
| Accurate Wealth Management, LLC | 2,889 | $913.9K | 0.34% | +1,344+87.0% | Added |
| Wolff Financial Management LLC | 2,966 | $916.0K | 0.34% | +190+6.8% | Added |
| Farley Capital L.P. | 2,966 | $916.2K | 1.22% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,967 | $916.5K | 0.61% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,973 | $918.8K | 0.25% | +2,973 | New |