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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 911 | $281.0K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 910 | $281.1K | 0.25% | −13−1.4% | Reduced |
| Clearwater Capital Advisors, LLC | 910 | $281.1K | 0.04% | +63+7.4% | Added |
| Zevin Asset Management LLC | 913 | $282.0K | 0.06% | +60+7.0% | Added |
| First International Bank & Trust | 916 | $283.0K | 0.10% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 920 | $284.2K | 0.05% | −20−2.1% | Reduced |
| Widmann Financial Services, Inc. | 921 | $284.5K | 0.30% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 923 | $285.1K | 0.12% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 925 | $285.7K | 0.11% | −44−4.5% | Reduced |
| Builder Investment Group Inc | 925 | $285.7K | 0.14% | +925 | New |
| Affinity Wealth Management LLC | 930 | $287.3K | 0.07% | 00.0% | Unchanged |
| Connors Investor Services Inc | 930 | $287.3K | 0.04% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 936 | $289.0K | 0.15% | 00.0% | Unchanged |
| Lane & Associates LLC | 938 | $289.7K | 0.27% | +938 | New |
| Stone Asset Management Inc. | 941 | $290.7K | 0.18% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 941 | $290.7K | 0.09% | +24+2.6% | Added |
| Better Money Decisions, LLC | 942 | $291.0K | 0.25% | +8+0.9% | Added |
| Affinia Financial Group, LLC | 921 | $291.4K | 0.25% | −320−25.8% | Reduced |
| JDM Financial Group LLC | 946 | $292.2K | 0.28% | +946 | New |
| Chelsea Counsel Co | 949 | $293.1K | 0.15% | −100−9.5% | Reduced |
| Avondale Wealth Management | 950 | $293.5K | 0.25% | +100+11.8% | Added |
| Cox Capital Mgt LLC | 950 | $293.5K | 0.19% | +950 | New |
| Baron Wealth Management LLC | 950 | $293.5K | 0.22% | +950 | New |
| Divergent Planning, LLC | 954 | $294.7K | 0.19% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 954 | $295.0K | 3.95% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 956 | $295.3K | 0.02% | +40+4.4% | Added |
| GDS Wealth Management | 958 | $295.9K | 0.06% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 960 | $296.0K | 0.07% | +960 | New |
| West Wealth Group, LLC | 959 | $296.2K | 0.15% | −15−1.5% | Reduced |
| Elite Wealth Management, Inc. | 959 | $296.2K | 0.15% | +959 | New |
| Meyer Handelman Co | 960 | $296.5K | 0.01% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 961 | $296.9K | 0.02% | +20+2.1% | Added |
| Consilio Wealth Advisors, LLC | 961 | $296.9K | 0.19% | +66+7.4% | Added |
| Source Financial Advisors LLC | 962 | $297.2K | 0.11% | +41+4.5% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 963 | $297.5K | 0.20% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 966 | $298.0K | 0.04% | −664−40.7% | Reduced |
| Aspire Private Capital, LLC | 967 | $298.7K | 0.11% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 967 | $298.7K | 0.18% | +967 | New |
| RHS Financial, LLC | 974 | $301.0K | 0.24% | 00.0% | Unchanged |
| Seascape Capital Management | 976 | $301.0K | 0.16% | +57+6.2% | Added |
| Taurus Asset Management, LLC | 975 | $301.2K | 0.04% | −50−4.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 975 | $301.2K | 0.09% | −50−4.9% | Reduced |
| Investors Asset Management of Georgia Inc | 975 | $301.2K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 975 | $301.2K | 0.08% | +42+4.5% | Added |
| Covenant Partners, LLC | 982 | $303.3K | 0.12% | +982 | New |
| Gries Financial LLC | 983 | $304.0K | 0.10% | +983 | New |
| Waypoint Wealth Partners Inc. | 984 | $304.0K | 0.12% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 990 | $305.8K | 0.29% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 990 | $305.8K | 0.47% | +990 | New |
| HTG Investment Advisors, Inc. | 995 | $307.4K | 0.31% | +995 | New |
| Fortis Capital Advisors, LLC | 996 | $307.7K | 0.18% | +996 | New |
| Night Owl Capital Management, LLC | 1,000 | $308.9K | 0.14% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,000 | $308.9K | 0.55% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $309.2K | 0.01% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,003 | $310.0K | 0.05% | −30−2.9% | Reduced |
| KWB Wealth | 1,005 | $310.4K | 0.06% | −50−4.7% | Reduced |
| Demars Financial Group, LLC | 1,010 | $312.0K | 0.17% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 1,010 | $312.1K | 0.18% | +144+16.6% | Added |
| Barings LLC | 1,011 | $312.3K | 0.01% | +1,011 | New |
| Park Place Capital Corp | 1,012 | $313.0K | 0.09% | +1,012 | New |
| West Paces Advisors Inc. | 1,015 | $313.5K | 0.10% | −82−7.5% | Reduced |
| Accel Wealth Management | 1,015 | $313.5K | 0.15% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,016 | $313.8K | 0.14% | +84+9.0% | Added |
| Elevated Capital Advisors, LLC | 1,017 | $314.1K | 0.12% | +50+5.2% | Added |
| Scott Capital Advisors, LLC | 1,017 | $314.1K | 0.18% | +1,017 | New |
| Houlihan Financial Resource Group, Ltd. | 1,025 | $315.0K | 0.18% | +68+7.1% | Added |
| TCWP LLC | 1,020 | $315.1K | 0.06% | −141−12.1% | Reduced |
| Arjuna Capital | 1,020 | $315.1K | 0.15% | −132−11.5% | Reduced |
| Catalyst Wealth Management, LLC | 1,020 | $315.1K | 0.30% | +1,020 | New |
| CKW Financial Group | 1,025 | $317.0K | 0.05% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,031 | $318.5K | 0.20% | −20−1.9% | Reduced |
| McMahon Financial Advisors, LLC | 1,033 | $319.1K | 0.12% | +200+24.0% | Added |
| Heritage Wealth Management, Inc./Texas | 1,037 | $320.3K | 0.32% | +1,037 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,040 | $321.3K | 0.13% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,044 | $322.5K | 0.25% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,045 | $322.8K | 0.27% | +1,045 | New |
| Spartan Planning & Wealth Management | 1,046 | $323.1K | 0.40% | +1,046 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,047 | $323.4K | 0.09% | −75−6.7% | Reduced |
| Howard Wealth Management, LLC | 1,047 | $323.4K | 0.27% | +10+1.0% | Added |
| Renaissance Investment Group LLC | 1,049 | $324.0K | 0.10% | −85−7.5% | Reduced |
| Operose Advisors LLC | 1,050 | $324.3K | 0.17% | +750+250.0% | Added |
| Coyle Financial Counsel LLC | 1,051 | $324.7K | 0.16% | +22+2.1% | Added |
| Westover Capital Advisors, LLC | 1,051 | $324.7K | 0.13% | +72+7.4% | Added |
| Howe & Rusling Inc | 1,052 | $325.0K | 0.04% | −274−20.7% | Reduced |
| Partners in Financial Planning | 1,057 | $327.6K | 0.09% | −45−4.1% | Reduced |
| Braun-Bostich & Associates Inc. | 1,062 | $328.1K | 0.95% | −9−0.8% | Reduced |
| Briaud Financial Planning, Inc | 1,066 | $329.0K | 0.27% | −51−4.6% | Reduced |
| Loomis Sayles & Co L P | 1,068 | $330.0K | 0.00% | +385+56.4% | Added |
| Commonwealth Retirement Investments LLC | 1,069 | $330.2K | 0.20% | +1,069 | New |
| Kennedy Investment Group | 1,072 | $331.1K | 0.21% | +1,072 | New |
| High Pines Wealth Management, LLC | 1,076 | $332.4K | 0.58% | +4+0.4% | Added |
| Benchmark Investment Advisors LLC | 1,078 | $333.0K | 0.35% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,078 | $333.0K | 0.21% | +1,078 | New |
| Compass Wealth Management LLC | 1,079 | $333.3K | 0.11% | +1,079 | New |
| Wilson & Boucher Capital Management, LLC | 1,080 | $333.6K | 0.34% | −20−1.8% | Reduced |
| TCP Asset Management, LLC | 1,080 | $333.6K | 0.26% | +1,080 | New |
| Secure Asset Management, LLC | 1,082 | $334.2K | 0.12% | −79−6.8% | Reduced |
| Arvest Trust Co N A | 1,083 | $334.5K | 0.02% | −832−43.4% | Reduced |
| Sendero Wealth Management, LLC | 1,083 | $334.5K | 0.12% | −1,470−57.6% | Reduced |
| AFS Financial Group, LLC | 1,087 | $335.8K | 0.24% | +1,087 | New |