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
- 1,331 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 | 4,928 | $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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 1,087 | $335.8K | 0.24% | +1,087 | New |
| Claris Advisors, LLC | 1,088 | $336.1K | 0.32% | −200−15.5% | Reduced |
| Viewpoint Capital Management LLC | 1,090 | $336.7K | 0.33% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,090 | $336.7K | 0.22% | −9−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,090 | $337.0K | 0.30% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,091 | $337.0K | 0.18% | +20+1.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,093 | $337.5K | 0.07% | −2,098−65.7% | Reduced |
| Silverleafe Capital Partners, LLC | 1,093 | $337.6K | 0.22% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,093 | $337.6K | 0.20% | −2−0.2% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,093 | $337.7K | 0.00% | −68−5.9% | Reduced |
| Bellevue Asset Management, LLC | 1,104 | $338.2K | 0.26% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,095 | $338.2K | 0.39% | −5−0.5% | Reduced |
| Abbot Financial Management, Inc. | 1,095 | $338.2K | 0.23% | 00.0% | Unchanged |
| Waycross Investment Management Co | 1,095 | $338.2K | 0.34% | +1,095 | New |
| Stonehearth Capital Management, LLC | 1,099 | $339.5K | 0.19% | −282−20.4% | Reduced |
| PACK Private Wealth, LLC | 1,099 | $339.5K | 0.29% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,100 | $339.8K | 0.16% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,100 | $339.8K | 0.33% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $339.8K | 0.30% | 00.0% | Unchanged |
| Trustees of Columbia University in the City of New York | 1,100 | $340.0K | 0.70% | +1,100 | New |
| Andesa Financial Management Inc. | 1,101 | $340.1K | 0.19% | −939−46.0% | Reduced |
| Arcadia Investment Management Corp | 1,101 | $340.1K | 0.08% | −250−18.5% | Reduced |
| Madden Securities Corp | 1,102 | $340.4K | 0.18% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,104 | $341.0K | 0.17% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 1,106 | $341.6K | 0.22% | −100−8.3% | Reduced |
| Mycio Wealth Partners, LLC | 1,106 | $341.6K | 0.11% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 1,109 | $343.0K | 0.16% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 1,078 | $343.8K | 0.26% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,115 | $344.4K | 0.01% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,116 | $344.7K | 0.20% | +132+13.4% | Added |
| One + One Wealth Management, LLC | 1,119 | $345.7K | 0.24% | +164+17.2% | Added |
| GoalFusion Wealth Management, LLC | 1,116 | $347.7K | 0.28% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,097 | $348.5K | 0.09% | −293−21.1% | Reduced |
| McGuire Investment Group, LLC | 1,129 | $348.7K | 0.08% | +14+1.3% | Added |
| Cassady Schiller Wealth Management, LLC | 1,130 | $349.1K | 0.21% | −172−13.2% | Reduced |
| Freedom Wealth Alliance, LLC | 1,130 | $349.1K | 0.49% | +1,130 | New |
| Gilman Hill Asset Management, LLC | 1,131 | $349.4K | 0.07% | −81−6.7% | Reduced |
| Fortis Advisors, LLC | 1,131 | $349.4K | 0.27% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,131 | $349.4K | 0.30% | +67+6.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,134 | $350.0K | 0.12% | +1,134 | New |
| Citizens & Northern Corp | 1,136 | $350.9K | 0.14% | −14−1.2% | Reduced |
| Future Financial Wealth Managment LLC | 1,138 | $351.5K | 0.40% | −17−1.5% | Reduced |
| Cherrydale Wealth Management, LLC | 1,142 | $352.8K | 0.29% | +223+24.3% | Added |
| Kraft, Davis & Associates, LLC | 1,141 | $353.4K | 0.14% | +1,141 | New |
| US Asset Management LLC | 1,147 | $354.0K | 0.38% | +1,147 | New |
| Retirement Planning Co of New England, Inc. | 1,146 | $354.1K | 0.23% | +122+11.9% | Added |
| Brainard Capital Management LLC | 1,147 | $354.3K | 0.30% | +1,147 | New |
| Mandatum Life Insurance Co Ltd | 1,148 | $355.0K | 0.11% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,151 | $355.5K | 0.22% | +25+2.2% | Added |
| Brio Consultants, LLC | 1,157 | $357.4K | 0.07% | −177−13.3% | Reduced |
| Werba Rubin Papier Wealth Management | 1,162 | $358.9K | 0.15% | +1,162 | New |
| Creative Capital Management Investments LLC | 1,163 | $359.0K | 0.31% | +1,163 | New |
| Blue Edge Capital, LLC | 1,163 | $359.3K | 0.08% | +14+1.2% | Added |
| Sunburst Financial Group, LLC | 1,164 | $359.6K | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,164 | $359.6K | 0.08% | +1,164 | New |
| Clearview Wealth Advisors LLC | 1,166 | $360.2K | 0.28% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,168 | $360.8K | 0.14% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,168 | $361.0K | 0.26% | +1,168 | New |
| Ambassador Advisors, LLC | 1,171 | $361.7K | 0.08% | −9−0.8% | Reduced |
| Flaharty Asset Management, LLC | 1,172 | $362.0K | 0.07% | +8+0.7% | Added |
| Convergence Financial, LLC | 1,175 | $363.0K | 0.32% | +1,175 | New |
| Private Capital Advisors, Inc. | 1,175 | $363.0K | 0.06% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $363.3K | 0.21% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,178 | $363.9K | 0.06% | −38−3.1% | Reduced |
| Brogan Financial, Inc. | 1,180 | $364.5K | 0.33% | +1,180 | New |
| Financial Council Asset Management Inc | 1,187 | $366.7K | 0.23% | 00.0% | Unchanged |
| Natixis | 1,189 | $367.3K | 0.00% | −372,836−99.7% | Reduced |
| WC Walker & Associates, Inc. | 1,213 | $367.7K | 0.19% | +337+38.5% | Added |
| Heartland Bank & Trust Co | 1,191 | $367.9K | 0.27% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,192 | $368.2K | 0.25% | −10−0.8% | Reduced |
| Financial Planning & Information Services, Inc. | 1,192 | $368.2K | 0.08% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,194 | $368.8K | 0.32% | +1,194 | New |
| Dividend Assets Capital, LLC | 1,194 | $369.0K | 0.08% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,195 | $369.1K | 0.24% | −1−0.1% | Reduced |
| Charles Schwab Trust Co | 1,196 | $369.4K | 0.05% | −163−12.0% | Reduced |
| Augustine Asset Management Inc | 1,196 | $369.4K | 0.20% | −83−6.5% | Reduced |
| Ullmann Financial Group, Inc. | 1,198 | $370.1K | 0.09% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,198 | $370.1K | 0.11% | +125+11.6% | Added |
| United Capital Management of KS, Inc. | 1,199 | $370.4K | 0.15% | +146+13.9% | Added |
| Wick Capital Partners, LLC | 1,208 | $373.0K | 0.21% | +26+2.2% | Added |
| Harbour Capital Advisors, LLC | 1,205 | $373.4K | 0.13% | 00.0% | Unchanged |
| Enzi Wealth | 1,200 | $373.6K | 0.18% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,211 | $374.1K | 0.21% | −428−26.1% | Reduced |
| Bridge Advisory, LLC | 1,214 | $375.0K | 0.16% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 1,205 | $375.4K | 0.36% | +1,205 | New |
| Souders Financial Advisors | 1,216 | $375.6K | 0.09% | +45+3.8% | Added |
| WR Wealth Planners, LLC | 1,219 | $376.5K | 0.23% | −20−1.6% | Reduced |
| R. W. Roge & Company, Inc. | 1,221 | $377.0K | 0.25% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,221 | $377.2K | 0.22% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,222 | $377.5K | 0.10% | −84−6.4% | Reduced |
| Oxbow Advisors, LLC | 1,223 | $377.8K | 0.07% | −188−13.3% | Reduced |
| Omega Financial Group, LLC | 1,227 | $379.0K | 0.20% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $379.3K | 0.06% | −14−1.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,229 | $379.6K | 0.34% | −25−2.0% | Reduced |
| Crestone Asset Management LLC | 1,236 | $381.8K | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,239 | $382.7K | 0.20% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,246 | $383.0K | 0.00% | −478,454−99.7% | Reduced |
| RBF Capital, LLC | 1,241 | $383.0K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,240 | $383.0K | 0.04% | −529−29.9% | Reduced |
| Mattern Capital Management, LLC | 1,240 | $383.0K | 0.07% | 00.0% | Unchanged |