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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 2,977 | $919.6K | 0.63% | +224+8.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,975 | $919.8K | 0.40% | −50−1.7% | Reduced |
| Sandbox Financial Partners, LLC | 2,979 | $920.2K | 0.64% | +212+7.7% | Added |
| South Street Advisors LLC | 2,980 | $920.5K | 0.20% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,989 | $923.3K | 0.28% | −173−5.5% | Reduced |
| Doheny Asset Management | 3,000 | $927.0K | 1.08% | +50+1.7% | Added |
| Camden National Bank | 3,007 | $929.0K | 0.19% | −140−4.4% | Reduced |
| Financial Alternatives, Inc | 3,012 | $930.4K | 0.92% | +3,012 | New |
| Silicon Hills Wealth Management, LLC | 3,013 | $930.7K | 0.69% | −15−0.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,025 | $932.6K | 0.54% | +729+31.8% | Added |
| Sunesis Advisors, LLC | 3,020 | $932.9K | 0.60% | −25−0.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,022 | $933.5K | 0.96% | −104−3.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,027 | $935.0K | 0.08% | −354−10.5% | Reduced |
| Curran Financial Partners, LLC | 3,027 | $935.0K | 0.45% | +3,027 | New |
| Puzo Michael J | 3,030 | $936.0K | 0.34% | −260−7.9% | Reduced |
| Ethos Financial Group, LLC | 3,032 | $936.6K | 0.32% | +3,032 | New |
| Grant Street Asset Management, Inc. | 3,045 | $940.6K | 0.41% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,046 | $941.0K | 0.63% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3,055 | $943.7K | 0.57% | −5−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 3,056 | $944.0K | 0.02% | +46+1.5% | Added |
| Avion Wealth | 3,540 | $944.0K | 0.29% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3,057 | $944.3K | 0.45% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,063 | $946.0K | 0.97% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,066 | $947.1K | 0.25% | +2,005+189.0% | Added |
| Tacita Capital Inc | 3,068 | $948.0K | 0.71% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,070 | $948.3K | 0.32% | −2−0.1% | Reduced |
| Patron Partners Advisors, LLC | 3,070 | $948.3K | 0.71% | +50+1.7% | Added |
| Guerra Pan Advisors, LLC | 3,075 | $949.9K | 1.30% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,055 | $950.0K | 0.42% | +171+5.9% | Added |
| First United Bank Trust | 3,079 | $951.1K | 0.46% | −10−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 3,083 | $952.0K | 0.54% | +55+1.8% | Added |
| KG&L Capital Management,LLC | 3,085 | $953.0K | 0.55% | +621+25.2% | Added |
| Jessup Wealth Management, Inc | 3,085 | $953.0K | 0.60% | +3,085 | New |
| Garrison Point Advisors, LLC | 3,086 | $953.3K | 0.78% | −4−0.1% | Reduced |
| Silver Oak Securities, Inc | 3,088 | $954.0K | 0.18% | −2,619−45.9% | Reduced |
| AIA Group Ltd | 3,096 | $956.4K | 0.06% | +1,843+147.1% | Added |
| Summit Financial Group Inc | 3,102 | $958.0K | 0.38% | 00.0% | Unchanged |
| One Day In July LLC | 3,102 | $958.2K | 0.20% | −92−2.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,106 | $959.4K | 0.30% | +3,106 | New |
| Kahn Brothers Group Inc | 3,107 | $959.9K | 0.13% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,108 | $960.1K | 0.28% | +375+13.7% | Added |
| Sovereign Financial Group, Inc. | 3,109 | $960.4K | 0.38% | +499+19.1% | Added |
| tru Independence LLC | 3,115 | $962.2K | 0.31% | −5−0.2% | Reduced |
| Chapman Investment Management, LLC | 3,116 | $962.5K | 0.88% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 3,117 | $962.8K | 0.32% | +3,117 | New |
| Paragon Capital Management LLC | 3,134 | $968.1K | 0.60% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,135 | $968.4K | 0.18% | +3,135 | New |
| Colorado Capital Management, Inc. | 3,156 | $971.0K | 0.81% | 00.0% | Unchanged |
| swisspartners Ltd. | 3,150 | $973.1K | 1.24% | −14,120−81.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,151 | $973.5K | 0.07% | −4,655−59.6% | Reduced |
| Ellevest, Inc. | 3,152 | $973.7K | 0.08% | +2,321+279.3% | Added |
| Narus Financial Partners, LLC | 3,158 | $975.5K | 0.56% | +41+1.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,160 | $976.1K | 0.95% | −6−0.2% | Reduced |
| Webster Bank, N. A. | 3,174 | $980.0K | 0.13% | −464−12.8% | Reduced |
| Biechele Royce Advisors | 3,172 | $980.0K | 0.40% | +1,260+65.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,174 | $980.4K | 0.52% | +15+0.5% | Added |
| Bramshill Investments, LLC | 3,178 | $981.7K | 0.12% | 00.0% | Unchanged |
| First Bank & Trust | 3,186 | $984.0K | 0.27% | −128−3.9% | Reduced |
| Capital Market Strategies LLC | 3,188 | $984.8K | 1.06% | +270+9.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,192 | $986.0K | 0.89% | +3,192 | New |
| Bryant Woods Investment Advisors, LLC | 3,207 | $990.6K | 0.84% | −62−1.9% | Reduced |
| Norwood Financial Corp | 3,208 | $990.9K | 1.56% | +158+5.2% | Added |
| Horst & Graben Wealth Management LLC | 3,209 | $991.0K | 0.26% | 00.0% | Unchanged |
| Alpha Family Trust | 3,210 | $991.6K | 0.90% | +730+29.4% | Added |
| Colony Family Offices, LLC | 3,215 | $993.1K | 0.41% | −396−11.0% | Reduced |
| Gladius Capital Management LP | 3,216 | $993.4K | 0.31% | −10,193−76.0% | Reduced |
| Capital Group Private Client Services, Inc. | 3,220 | $994.7K | 0.01% | −2,017−38.5% | Reduced |
| HT Partners LLC | 3,222 | $995.3K | 0.33% | −45−1.4% | Reduced |
| BOS Asset Management, LLC | 3,224 | $995.9K | 0.89% | +3,224 | New |
| Cornerstone Wealth Advisors, Inc. | 3,225 | $996.2K | 0.39% | −70−2.1% | Reduced |
| Adalta Capital Management LLC | 3,228 | $997.0K | 0.70% | 00.0% | Unchanged |
| Etfidea, LLC | 3,228 | $997.1K | 0.46% | +115+3.7% | Added |
| Financial Consulate, Inc | 3,235 | $999.3K | 0.35% | 00.0% | Unchanged |
| Key Financial Inc | 3,746 | $1.00M | 0.47% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,240 | $1.00M | 0.44% | 00.0% | Unchanged |
| Covestor Ltd | 3,251 | $1.00M | 0.82% | +84+2.7% | Added |
| Van Strum & Towne Inc. | 3,256 | $1.01M | 0.43% | −117−3.5% | Reduced |
| Helen Stephens Group, LLC | 3,259 | $1.01M | 0.60% | −42−1.3% | Reduced |
| Arden Trust Co | 3,263 | $1.01M | 0.20% | −156−4.6% | Reduced |
| Affiance Financial, LLC | 3,263 | $1.01M | 0.41% | +163+5.3% | Added |
| Rappaport Reiches Capital Management, LLC | 3,265 | $1.01M | 0.50% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,266 | $1.01M | 0.22% | −141−4.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,268 | $1.01M | 0.21% | −40−1.2% | Reduced |
| Tanager Wealth Management LLP | 3,269 | $1.01M | 0.27% | +3,269 | New |
| Wescott Financial Advisory Group, LLC | 3,273 | $1.01M | 0.22% | +237+7.8% | Added |
| Acas, LLC | 3,283 | $1.01M | 1.57% | +3,283 | New |
| Northwest Capital Management Inc | 3,285 | $1.01M | 0.54% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,289 | $1.02M | 0.16% | +700+27.0% | Added |
| Riverbridge Partners LLC | 3,300 | $1.02M | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,299 | $1.02M | 0.65% | +104+3.3% | Added |
| Corrado Advisors, LLC | 3,301 | $1.02M | 0.71% | −100−2.9% | Reduced |
| Liberty Capital Management, Inc. | 3,308 | $1.02M | 0.35% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,324 | $1.03M | 0.90% | −50−1.5% | Reduced |
| Prosperity Planning, Inc. | 4,536 | $1.03M | 0.51% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,388 | $1.03M | 0.10% | −9−0.3% | Reduced |
| Pensionmark Financial Group, LLC | 3,333 | $1.03M | 0.24% | −190−5.4% | Reduced |
| Fernwood Investment Management, LLC | 3,335 | $1.03M | 0.43% | −10−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 3,350 | $1.03M | 0.79% | +30+0.9% | Added |
| First National Bank of South Miami | 3,355 | $1.04M | 0.77% | 00.0% | Unchanged |
| Curi Capital | 3,357 | $1.04M | 0.15% | −49−1.4% | Reduced |