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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 1,445 | $446.4K | 0.15% | +3+0.2% | Added |
| Ratio Wealth Group | 1,445 | $446.4K | 0.13% | +35+2.5% | Added |
| Harvest Volatility Management LLC | 1,449 | $447.6K | 0.09% | −152−9.5% | Reduced |
| Guild Investment Management, Inc. | 1,450 | $447.9K | 0.77% | 00.0% | Unchanged |
| Centennial Bank | 1,450 | $447.9K | 0.26% | +1,450 | New |
| Contravisory Investment Management, Inc. | 1,453 | $448.8K | 0.12% | +170+13.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,461 | $451.0K | 0.68% | +95+7.0% | Added |
| Morris Retirement Advisors, LLC | 1,461 | $451.2K | 0.35% | +1,461 | New |
| Outlook Wealth Advisors, LLC | 1,462 | $451.6K | 0.21% | −100−6.4% | Reduced |
| White Pine Capital LLC | 1,462 | $451.6K | 0.18% | +35+2.5% | Added |
| Anson Capital, Inc. | 1,469 | $454.0K | 0.60% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,472 | $454.7K | 0.03% | +1,472 | New |
| Noesis Capital Mangement Corp | 1,473 | $455.0K | 0.13% | −726−33.0% | Reduced |
| Heritage Wealth Partners, LLC | 1,500 | $455.0K | 0.42% | +1,500 | New |
| Bell & Brown Wealth Advisors, LLC | 1,473 | $455.0K | 0.25% | −5−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $455.6K | 0.15% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,475 | $455.6K | 0.42% | +1,475 | New |
| DT Investment Partners, LLC | 1,477 | $456.2K | 0.06% | 00.0% | Unchanged |
| Schwab Charitable Fund | 1,480 | $457.2K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,480 | $457.2K | 0.15% | +50+3.5% | Added |
| New England Capital Financial Advisors LLC | 1,477 | $457.7K | 0.32% | +1,477 | New |
| Jackson Hole Capital Partners, LLC | 1,482 | $457.8K | 0.14% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,482 | $457.8K | 0.44% | +1,482 | New |
| CCG Wealth Management, LLC | 1,487 | $459.3K | 0.26% | −47−3.1% | Reduced |
| Shoker Investment Counsel, Inc. | 1,489 | $460.0K | 0.21% | −160−9.7% | Reduced |
| KRS Capital Management, LLC | 1,491 | $460.6K | 0.63% | +1,491 | New |
| Kades & Cheifetz LLC | 1,492 | $460.9K | 0.39% | +1,492 | New |
| KFG Wealth Management, LLC | 1,493 | $461.2K | 0.47% | +1,493 | New |
| RIA Advisory Group LLC | 1,592 | $461.9K | 0.27% | +1,592 | New |
| Truefg, LLC | 1,499 | $463.0K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,500 | $463.4K | 0.03% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $463.4K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $463.4K | 0.27% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,500 | $463.4K | 0.23% | +300+25.0% | Added |
| Coombe, Bender & Co LLC | 1,502 | $464.0K | 0.42% | −27−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 1,503 | $464.0K | 0.29% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,504 | $464.6K | 0.09% | −64−4.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,507 | $465.5K | 0.49% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,508 | $465.8K | 0.02% | −29−1.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,510 | $466.0K | 0.34% | −15−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,509 | $466.1K | 0.11% | +34+2.3% | Added |
| BKA Wealth Consulting, Inc. | 1,513 | $467.4K | 0.89% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,519 | $469.2K | 0.32% | +32+2.2% | Added |
| American Institute for Advanced Investment Management, LLP | 1,521 | $469.8K | 0.43% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,521 | $469.8K | 0.47% | +1,521 | New |
| Lowell Blake & Associates Inc. | 1,524 | $470.8K | 0.16% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,525 | $471.1K | 0.48% | −11−0.7% | Reduced |
| Left Brain Wealth Management, LLC | 1,529 | $472.3K | 0.35% | +1,529 | New |
| Wooster Corthell Wealth Management, Inc. | 1,531 | $472.9K | 0.13% | +41+2.8% | Added |
| Fortem Financial Group, LLC | 1,532 | $473.2K | 0.28% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,518 | $473.5K | 0.10% | +1,518 | New |
| Heartwood Wealth Advisors LLC | 1,542 | $476.3K | 0.07% | −235−13.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,549 | $478.5K | 0.11% | −391−20.2% | Reduced |
| Highview Capital Management LLC | 1,553 | $479.7K | 0.29% | −578−27.1% | Reduced |
| Page Arthur B | 1,555 | $480.3K | 0.47% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,566 | $483.7K | 0.24% | −10−0.6% | Reduced |
| Milestone Asset Management, LLC | 1,560 | $484.3K | 0.29% | +1,560 | New |
| Financial Advisors Network, Inc. | 1,571 | $485.3K | 0.13% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,573 | $485.9K | 0.01% | +1,573 | New |
| Bulltick Wealth Management, LLC | 1,575 | $486.5K | 0.14% | 00.0% | Unchanged |
| Transparent Wealth Partners LLC | 1,576 | $486.8K | 0.38% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,575 | $487.0K | 0.12% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,580 | $488.0K | 0.31% | 00.0% | Unchanged |
| Capula Management Ltd | 1,586 | $489.9K | 0.05% | +1,586 | New |
| Coerente Capital Management | 1,592 | $491.0K | 0.11% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,594 | $492.4K | 0.06% | −83−4.9% | Reduced |
| Park Edge Advisors, LLC | 1,596 | $493.0K | 0.22% | +1,596 | New |
| John G Ullman & Associates Inc | 1,606 | $496.0K | 0.08% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,858 | $496.1K | 0.14% | 00.0% | Unchanged |
| William Allan, LLC | 1,607 | $496.4K | 0.42% | +1,607 | New |
| LGT Financial Advisors LLC | 1,608 | $496.7K | 0.58% | +1,608 | New |
| Trustco Bank Corp N Y | 1,614 | $498.6K | 0.55% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,615 | $498.9K | 0.17% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,619 | $500.1K | 0.38% | +164+11.3% | Added |
| True Capital Management | 1,621 | $500.7K | 0.41% | +1,621 | New |
| First Dallas Securities Inc. | 1,625 | $502.0K | 0.30% | −550−25.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,626 | $502.3K | 0.29% | +292+21.9% | Added |
| 1620 Investment Advisors, Inc. | 1,630 | $503.5K | 0.61% | +11+0.7% | Added |
| Harvest Investment Services, LLC | 1,633 | $504.4K | 0.54% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,639 | $506.0K | 0.04% | +48+3.0% | Added |
| Matisse Capital | 1,640 | $506.6K | 0.45% | +1,640 | New |
| Doliver Advisors, LP | 1,644 | $507.8K | 0.17% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $507.8K | 1.38% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,645 | $508.1K | 0.62% | +1,645 | New |
| Mendel Capital Management LLC | 1,648 | $509.1K | 0.53% | −74−4.3% | Reduced |
| Continental Investors Services, Inc. | 1,650 | $509.7K | 1.59% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,652 | $510.3K | 0.33% | +1,652 | New |
| Omnia Family Wealth, LLC | 1,653 | $510.6K | 0.41% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,659 | $512.5K | 0.28% | +51+3.2% | Added |
| FSC Wealth Advisors, LLC | 1,659 | $512.5K | 0.88% | +779+88.5% | Added |
| Progressive Investment Management Corp | 1,660 | $512.8K | 0.20% | +300+22.1% | Added |
| Quantum Financial Advisors, LLC | 1,661 | $513.1K | 0.23% | +402+31.9% | Added |
| Eclectic Associates Inc | 1,666 | $514.6K | 0.25% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,669 | $515.6K | 0.34% | +1,669 | New |
| McClarren Financial Advisors, Inc. | 1,672 | $516.0K | 0.49% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,680 | $519.0K | 0.31% | −232−12.1% | Reduced |
| Syntax Advisors, LLC | 1,680 | $519.0K | 0.43% | −232−12.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,230 | $520.0K | 0.09% | +160+7.7% | Added |
| Jefferies Financial Group Inc. | 1,684 | $520.2K | 0.01% | +1,684 | New |
| Twin Focus Capital Partners, LLC | 1,692 | $522.7K | 0.11% | −43−2.5% | Reduced |