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 |
|---|---|---|---|---|---|
| Human Investing LLC | 1,241 | $383.3K | 0.10% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,242 | $383.7K | 0.26% | +1,242 | New |
| Gould Asset Management LLC | 1,245 | $384.6K | 0.12% | −20−1.6% | Reduced |
| Nelson Capital Management, LLC | 1,247 | $385.2K | 0.11% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,250 | $386.0K | 0.16% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,250 | $386.1K | 0.16% | −2,400−65.8% | Reduced |
| Goodman Financial Corp | 1,252 | $386.7K | 0.12% | −60−4.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,254 | $387.4K | 0.28% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,259 | $388.9K | 0.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,262 | $389.8K | 0.05% | +1,262 | New |
| Falcon Wealth Planning | 1,265 | $390.8K | 0.11% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,274 | $393.5K | 0.10% | −200−13.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,275 | $393.8K | 0.08% | +1,275 | New |
| Trevian Wealth Management LLC | 1,276 | $394.0K | 0.43% | +25+2.0% | Added |
| Warren Street Wealth Advisors, LLC | 1,276 | $394.2K | 0.32% | +1,276 | New |
| Iron Horse Wealth Management, LLC | 1,283 | $396.0K | 0.21% | +903+237.6% | Added |
| Vertex Planning Partners, LLC | 1,282 | $396.0K | 0.15% | +1,282 | New |
| Portfolio Strategies, Inc. | 1,283 | $396.3K | 0.09% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,287 | $397.6K | 0.04% | +264+25.8% | Added |
| Rock Point Advisors, LLC | 1,289 | $398.0K | 0.14% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,290 | $398.5K | 0.03% | −80−5.8% | Reduced |
| Cora Capital Advisors LLC | 1,290 | $398.5K | 0.27% | +1,290 | New |
| Domani Wealth, LLC | 1,291 | $399.0K | 0.10% | −34−2.6% | Reduced |
| Marotta Asset Management | 1,292 | $399.1K | 0.10% | +4+0.3% | Added |
| Cohen Capital Management, Inc. | 1,294 | $399.7K | 0.08% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,294 | $399.7K | 0.40% | +1,294 | New |
| Willow Creek Wealth Management Inc. | 1,294 | $400.0K | 0.07% | −392−23.3% | Reduced |
| Consolidated Planning Corp | 1,298 | $401.0K | 0.11% | −50−3.7% | Reduced |
| Pacitti Group Inc. | 1,302 | $402.2K | 0.31% | −1−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 1,302 | $402.2K | 0.32% | +1,302 | New |
| Linden Thomas Advisory Services, LLC | 1,303 | $402.5K | 0.11% | +1,303 | New |
| Indie Asset Partners, LLC | 1,304 | $402.8K | 0.44% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,306 | $403.4K | 0.23% | −1,359−51.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,282 | $404.5K | 0.52% | +154+13.7% | Added |
| Fusion Family Wealth LLC | 1,311 | $405.0K | 0.06% | +545+71.1% | Added |
| Wealth Quarterback LLC | 1,314 | $405.9K | 0.34% | −100−7.1% | Reduced |
| Roble, Belko & Company, Inc | 1,315 | $406.0K | 0.09% | −305−18.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,314 | $406.0K | 0.65% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,319 | $407.4K | 0.46% | −60−4.4% | Reduced |
| AJ Advisors, LLC | 1,322 | $408.5K | 0.33% | +1,322 | New |
| Highlander Partners, L.P. | 1,325 | $409.3K | 0.55% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,326 | $409.6K | 0.36% | −52−3.8% | Reduced |
| Manchester Financial Inc | 1,331 | $411.1K | 0.11% | +26+2.0% | Added |
| Pathway Financial Advisers, LLC | 1,332 | $411.5K | 0.17% | +1,332 | New |
| CSS LLC | 1,333 | $411.8K | 0.03% | 00.0% | Unchanged |
| Mayport, LLC | 1,335 | $412.4K | 0.31% | −90−6.3% | Reduced |
| Cutler Capital Management, LLC | 1,336 | $412.7K | 0.17% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,341 | $414.2K | 0.30% | +134+11.1% | Added |
| Morris Financial Concepts, Inc. | 1,341 | $414.2K | 0.33% | +1,341 | New |
| Delap Wealth Advisory, LLC | 1,341 | $414.2K | 0.43% | +1,341 | New |
| Systematic Alpha Investments, LLC | 1,346 | $415.8K | 0.02% | −2,000−59.8% | Reduced |
| Bonness Enterprises Inc | 1,350 | $417.0K | 0.20% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,354 | $418.3K | 0.40% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,355 | $418.6K | 0.05% | −610−31.0% | Reduced |
| Stone Point Wealth LLC | 1,355 | $418.6K | 0.21% | −80−5.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,356 | $418.9K | 0.19% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,360 | $420.1K | 0.09% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $421.0K | 0.15% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,363 | $421.1K | 0.12% | +20+1.5% | Added |
| Signature Wealth Management Partners, LLC | 1,367 | $422.3K | 0.42% | +40+3.0% | Added |
| AAFCPAs Wealth Management, LLC | 1,370 | $423.2K | 0.30% | −27−1.9% | Reduced |
| Hanlon Investment Management, Inc. | 1,373 | $424.1K | 0.15% | +16+1.2% | Added |
| Mendel Money Management | 1,378 | $425.7K | 0.24% | +164+13.5% | Added |
| Facet Wealth, Inc. | 1,374 | $425.8K | 0.03% | −57−4.0% | Reduced |
| Gitterman Wealth Management, LLC | 1,379 | $426.0K | 0.21% | 00.0% | Unchanged |
| Ade, LLC | 1,380 | $426.3K | 0.32% | −9−0.6% | Reduced |
| JGP Wealth Management, LLC | 1,382 | $426.8K | 0.08% | −252−15.4% | Reduced |
| German American Bancorp, Inc. | 1,385 | $427.8K | 0.07% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,390 | $429.4K | 0.18% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,395 | $430.9K | 0.34% | −20−1.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,396 | $431.3K | 0.23% | +80+6.1% | Added |
| Defined Wealth Management, LLC | 1,398 | $431.8K | 0.41% | −18−1.3% | Reduced |
| Rezny Wealth Management, Inc. | 1,400 | $432.5K | 0.17% | +200+16.7% | Added |
| Options Solutions, LLC | 1,400 | $432.5K | 0.62% | +394+39.2% | Added |
| Colton Groome Financial Advisors, LLC | 1,403 | $433.4K | 0.21% | +340+32.0% | Added |
| Birchcreek Wealth Management, LLC | 1,407 | $434.6K | 0.39% | +490+53.4% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $434.6K | 0.32% | −145−9.3% | Reduced |
| Navalign, LLC | 1,408 | $434.9K | 0.18% | −114−7.5% | Reduced |
| Cedar Wealth Management, LLC | 1,409 | $435.2K | 0.21% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,409 | $435.2K | 0.38% | +1,409 | New |
| Sterling Financial Group, Inc. | 1,413 | $436.5K | 0.33% | +1,413 | New |
| Financial Advisory Corp | 1,414 | $437.0K | 0.22% | +53+3.9% | Added |
| FC Advisory LLC | 1,415 | $437.1K | 0.21% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,418 | $438.0K | 0.32% | +24+1.7% | Added |
| Caldwell Sutter Capital, Inc. | 1,418 | $438.0K | 0.39% | +1,418 | New |
| Kerntke Otto McGlone Wealth Management Group | 1,421 | $439.0K | 0.50% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,424 | $439.9K | 0.42% | +1,424 | New |
| Horizons Wealth Management | 1,425 | $440.0K | 0.35% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,428 | $441.0K | 0.19% | −282−16.5% | Reduced |
| Schiavi & Co LLC | 1,428 | $441.1K | 0.28% | +1,428 | New |
| Skba Capital Management LLC | 1,429 | $441.4K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,430 | $441.7K | 0.06% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,431 | $442.0K | 0.17% | −32−2.2% | Reduced |
| Meridian Management Co | 1,432 | $442.3K | 0.16% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,429 | $442.9K | 0.21% | −35−2.4% | Reduced |
| Saxon Interests, Inc. | 1,404 | $443.0K | 0.25% | +75+5.6% | Added |
| Centennial Wealth Advisory LLC | 1,437 | $443.9K | 0.25% | +15+1.1% | Added |
| McAdam, LLC | 1,486 | $444.0K | 0.04% | −116−7.2% | Reduced |
| Cape Ann Savings Bank | 1,438 | $444.2K | 0.33% | −25−1.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,441 | $445.1K | 0.23% | 00.0% | Unchanged |