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, 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
- 1,332 more added
- Sold out
- 91
- 1,310 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 | 4,928 | $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, 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 |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | 750 | $231.7K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $231.7K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $231.7K | 0.17% | 00.0% | Unchanged |
| Santori & Peters | 750 | $231.7K | 0.14% | +750 | New |
| Wealth Management Associates, Inc. | 751 | $232.0K | 0.15% | +751 | New |
| Steward Financial Group LLC | 754 | $232.0K | 0.12% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 753 | $232.6K | 0.17% | +753 | New |
| Burns Matteson Capital Management, LLC | 754 | $232.9K | 0.15% | +754 | New |
| Tamar Securities, LLC | 754 | $233.0K | 0.07% | −18−2.3% | Reduced |
| Family Asset Management, LLC | 758 | $234.1K | 0.19% | +758 | New |
| O'Brien Wealth Partners LLC | 759 | $234.5K | 0.09% | −61−7.4% | Reduced |
| Semus Wealth Partners LLC | 759 | $234.5K | 0.28% | +759 | New |
| Starfox Financial Services, LLC | 760 | $234.8K | 0.23% | +760 | New |
| Detalus Advisors, LLC | 763 | $235.7K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 764 | $236.0K | 0.38% | +2+0.3% | Added |
| Concord Asset Management, LLC | 764 | $236.0K | 0.16% | +764 | New |
| ETF Store, Inc. | 762 | $236.1K | 0.18% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 765 | $236.2K | 0.21% | +765 | New |
| Advance Capital Management, Inc. | 767 | $236.9K | 0.03% | −59−7.1% | Reduced |
| Nikulski Financial, Inc. | 767 | $236.9K | 0.11% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 769 | $237.5K | 0.18% | 00.0% | Unchanged |
| Mma Asset Management LLC | 769 | $237.5K | 0.19% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 774 | $239.1K | 0.15% | −15−1.9% | Reduced |
| XTX Topco Ltd | 775 | $239.4K | 0.05% | +775 | New |
| Sentinel Trust Co Lba | 780 | $241.0K | 0.04% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 781 | $241.3K | 0.13% | −154−16.5% | Reduced |
| Alamar Capital Management, LLC | 781 | $241.3K | 0.25% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 782 | $241.5K | 0.10% | −1,000−56.1% | Reduced |
| Teza Capital Management LLC | 785 | $242.5K | 0.05% | +785 | New |
| Chiron Capital Management, LLC | 786 | $242.8K | 0.17% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 787 | $243.1K | 0.03% | – | – |
| USAdvisors Wealth Management, LLC | 790 | $244.0K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 795 | $245.6K | 0.17% | −22−2.7% | Reduced |
| Riversedge Advisors, LLC | 796 | $245.9K | 0.08% | +796 | New |
| Maltin Wealth Management, Inc. | 797 | $246.2K | 0.18% | −549−40.8% | Reduced |
| Bridge Creek Capital Management LLC | 797 | $246.2K | 0.10% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 798 | $246.4K | 0.15% | −28−3.4% | Reduced |
| Tobias Financial Advisors, Inc. | 798 | $246.5K | 0.08% | +7+0.9% | Added |
| Notis-McConarty Edward | 800 | $247.1K | 0.10% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 805 | $248.7K | 0.20% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 901 | $249.0K | 0.16% | −32−3.4% | Reduced |
| EdgeRock Capital LLC | 806 | $249.0K | 0.14% | −86−9.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 808 | $249.6K | 0.17% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 809 | $249.9K | 0.34% | −50−5.8% | Reduced |
| Strengthening Families & Communities, LLC | 808 | $250.0K | 0.15% | +200+32.9% | Added |
| New Potomac Partners, LLC | 810 | $250.2K | 0.19% | +810 | New |
| Mach-1 Financial Group, Inc. | 810 | $250.2K | 0.12% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 813 | $251.1K | 0.26% | +813 | New |
| Kelly Financial Services LLC | 816 | $252.1K | 0.13% | −48−5.6% | Reduced |
| Kozak & Associates, Inc. | 819 | $253.0K | 0.13% | −798−49.4% | Reduced |
| Provident Investment Management, Inc. | 820 | $253.3K | 0.03% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 822 | $253.9K | 0.36% | −36−4.2% | Reduced |
| Selective Wealth Management, Inc. | 820 | $254.1K | 0.13% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 823 | $254.2K | 0.08% | −26−3.1% | Reduced |
| Community Bank, N.A. | 827 | $255.5K | 0.04% | −410−33.1% | Reduced |
| NatWest Group plc | 827 | $255.5K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 829 | $256.0K | 0.12% | +829 | New |
| Peterson Wealth Advisors, LLC | 829 | $256.1K | 0.08% | −6−0.7% | Reduced |
| apricus wealth, LLC | 832 | $257.0K | 0.23% | −2−0.2% | Reduced |
| Windsor Capital Management, LLC | 833 | $257.3K | 0.09% | +833 | New |
| Providence Capital Advisors, LLC | 835 | $257.9K | 0.07% | +50+6.4% | Added |
| Smithbridge Asset Management Inc | 834 | $258.0K | 0.07% | +21+2.6% | Added |
| LifePro Asset Management | 842 | $260.1K | 0.19% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 844 | $260.7K | 0.11% | −39−4.4% | Reduced |
| Ayrshire Capital Management LLC | 852 | $263.2K | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 852 | $263.2K | 0.02% | +852 | New |
| Gallagher Benefit Services, Inc. | 853 | $263.5K | 0.06% | +853 | New |
| F3Logic, LLC | 853 | $263.5K | 0.06% | +853 | New |
| Empirical Asset Management, LLC | 1,254 | $263.9K | 0.28% | +458+57.5% | Added |
| L & S Advisors Inc | 855 | $264.1K | 0.05% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 855 | $264.1K | 0.11% | +855 | New |
| Clark Financial Services Group Inc | 857 | $265.0K | 0.30% | −154−15.2% | Reduced |
| Northstar Advisory Group, LLC | 859 | $265.3K | 0.21% | −134−13.5% | Reduced |
| Earnest Partners LLC | 859 | $265.3K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 859 | $265.3K | 0.31% | 00.0% | Unchanged |
| Verum Partners LLC | 860 | $265.7K | 0.33% | +860 | New |
| Boyd Wealth Management, LLC | 863 | $266.6K | 0.20% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 841 | $267.1K | 0.25% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 865 | $267.2K | 0.07% | +96+12.5% | Added |
| Raleigh Capital Management Inc. | 868 | $268.1K | 0.14% | −2−0.2% | Reduced |
| Bay Rivers Group | 870 | $268.7K | 0.27% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 871 | $269.1K | 0.16% | 00.0% | Unchanged |
| Menard Financial Group LLC | 872 | $269.4K | 0.64% | +47+5.7% | Added |
| Guidance Point Advisors, LLC | 873 | $269.7K | 0.11% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 873 | $269.7K | 0.20% | +873 | New |
| Capital Insight Partners, LLC | 874 | $270.0K | 0.07% | +874 | New |
| Stonebridge Financial Planning Group, LLC | 878 | $271.2K | 0.18% | −30−3.3% | Reduced |
| Allie Family Office LLC | 880 | $271.8K | 0.22% | 00.0% | Unchanged |
| Compton Capital Management Inc | 880 | $272.0K | 0.20% | −250−22.1% | Reduced |
| DGS Capital Management, LLC | 886 | $273.7K | 0.18% | +50+6.0% | Added |
| GeoWealth Management, LLC | 893 | $275.0K | 0.03% | −17−1.9% | Reduced |
| Synergy Financial Group, LTD | 894 | $276.2K | 0.55% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 870 | $276.3K | 0.27% | −34−3.8% | Reduced |
| ELCO Management Co., LLC | 895 | $276.5K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 898 | $277.4K | 0.24% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 900 | $278.0K | 0.10% | −232−20.5% | Reduced |
| Investment Advisory Services Inc | 900 | $278.0K | 0.14% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $278.0K | 0.28% | 00.0% | Unchanged |
| Brickley Wealth Management | 901 | $278.3K | 0.08% | +28+3.2% | Added |
| American State Bank (Iowa) | 904 | $279.2K | 0.22% | +420+86.8% | Added |