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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,696 | $523.9K | 0.24% | +355+26.5% | Added |
| Mechanics Financial Corp | 1,695 | $524.0K | 0.31% | −21−1.2% | Reduced |
| Fermata Advisors, LLC | 1,697 | $524.2K | 0.16% | +95+5.9% | Added |
| HMS Capital Management, LLC | 1,698 | $524.5K | 0.36% | −103−5.7% | Reduced |
| Bridgecreek Investment Management, LLC | 1,700 | $525.1K | 0.12% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,706 | $527.0K | 0.28% | −11−0.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $527.9K | 0.47% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,714 | $529.3K | 0.60% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 1,675 | $529.9K | 0.24% | +15+0.9% | Added |
| Monograph Wealth Advisors, LLC | 1,716 | $530.0K | 0.14% | +158+10.1% | Added |
| ICONIQ Capital, LLC | 1,720 | $531.3K | 0.01% | +224+15.0% | Added |
| Campion Asset Management LLC | 1,725 | $532.9K | 0.52% | 00.0% | Unchanged |
| Cedrus LLC | 1,726 | $533.2K | 0.43% | +37+2.2% | Added |
| Sawgrass Asset Management LLC | 1,729 | $534.1K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,729 | $534.1K | 0.14% | +1,729 | New |
| Adell Harriman & Carpenter Inc | 1,734 | $535.8K | 0.06% | −55−3.1% | Reduced |
| Security Financial Services, INC. | 1,740 | $537.5K | 0.17% | −140−7.4% | Reduced |
| Stony Point Wealth Management Inc. | 1,740 | $537.5K | 0.30% | −10−0.6% | Reduced |
| Act Wealth Management, LLC | 1,742 | $538.0K | 0.34% | +22+1.3% | Added |
| Phillips Financial Management, LLC | 1,743 | $538.4K | 0.05% | +112+6.9% | Added |
| Unionview, LLC | 1,746 | $539.3K | 0.54% | +62+3.7% | Added |
| Beacon Financial Advisory LLC | 1,754 | $541.7K | 0.39% | −23−1.3% | Reduced |
| HBC Financial Services, PLLC | 1,725 | $542.0K | 0.44% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,757 | $542.7K | 0.17% | +4+0.2% | Added |
| Core Wealth Partners LLC | 4,869 | $543.7K | 0.67% | +4,869 | New |
| FMB Wealth Management | 1,761 | $544.0K | 0.70% | +1,761 | New |
| West Bancorporation Inc | 1,780 | $549.8K | 0.41% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,781 | $550.2K | 0.33% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,784 | $551.1K | 0.45% | +495+38.4% | Added |
| Caerus Investment Advisors, LLC | 1,791 | $553.2K | 0.84% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,792 | $553.5K | 0.54% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,795 | $554.5K | 0.40% | +1,795 | New |
| Carl P. Sherr & Co., LLC | 1,798 | $555.4K | 0.42% | +310+20.8% | Added |
| Index Fund Advisors, Inc. | 1,800 | $556.0K | 0.04% | −1,437−44.4% | Reduced |
| Quantamental Technologies LLC | 1,800 | $556.0K | 0.25% | +1,800 | New |
| Motive Wealth Advisors | 1,808 | $558.5K | 0.43% | +502+38.4% | Added |
| Algert Global LLC | 1,809 | $558.8K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 1,514 | $560.3K | 0.35% | −300−16.5% | Reduced |
| Clay Northam Wealth Management, LLC | 1,815 | $560.7K | 0.65% | −20−1.1% | Reduced |
| Horan Securities, Inc. | 1,816 | $561.0K | 0.32% | +97+5.6% | Added |
| Merrion Investment Management Co, LLC | 1,819 | $561.9K | 0.52% | +200+12.4% | Added |
| LJI Wealth Management, LLC | 1,819 | $561.9K | 0.20% | +1,819 | New |
| Tower Wealth Partners, Inc. | 1,822 | $562.8K | 0.49% | 00.0% | Unchanged |
| Resource Planning Group | 1,822 | $562.8K | 0.45% | −56−3.0% | Reduced |
| MBA Advisors LLC | 1,822 | $562.8K | 0.37% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 1,824 | $563.0K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,821 | $563.0K | 0.11% | +353+24.0% | Added |
| Royal Fund Management, LLC | 1,825 | $563.7K | 0.09% | +263+16.8% | Added |
| Campbell Wealth Management | 1,825 | $564.0K | 0.08% | −122−6.3% | Reduced |
| Aveo Capital Partners, LLC | 1,831 | $565.6K | 0.09% | +156+9.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $566.5K | 0.76% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,840 | $568.4K | 0.47% | +1,840 | New |
| Port Capital LLC | 1,843 | $569.0K | 0.04% | −628−25.4% | Reduced |
| Diamant Asset Management, Inc. | 1,845 | $569.9K | 0.51% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,847 | $570.5K | 0.22% | +1+0.1% | Added |
| Hoxton Planning & Management, LLC | 1,847 | $570.5K | 0.30% | +1,847 | New |
| Delphia (USA) Inc. | 1,847 | $570.7K | 0.66% | −167−8.3% | Reduced |
| S.C. Financial Services, Inc. | 1,849 | $571.2K | 0.88% | +73+4.1% | Added |
| Rinkey Investments | 1,851 | $571.8K | 0.34% | +1,851 | New |
| McDaniel Terry & Co | 1,852 | $572.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 1,851 | $572.0K | 0.01% | +106+6.1% | Added |
| One River Asset Management, LLC | 1,866 | $573.3K | 0.39% | +1,866 | New |
| Burke & Herbert Bank & Trust Co | 1,862 | $575.0K | 0.43% | −7−0.4% | Reduced |
| Insight Folios Inc | 1,862 | $575.2K | 0.26% | −88−4.5% | Reduced |
| Diversified Portfolios, Inc. | 1,864 | $575.8K | 0.13% | −100−5.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $577.6K | 0.31% | +39+2.1% | Added |
| Matrix Private Capital Group LLC | 1,873 | $578.5K | 0.38% | −25−1.3% | Reduced |
| Lam Group, Inc. | 1,873 | $578.6K | 0.59% | +1,873 | New |
| Woodward Financial Advisors, Inc. | 1,874 | $578.9K | 0.50% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,877 | $579.8K | 0.64% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,880 | $581.0K | 0.41% | −112−5.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,882 | $581.4K | 0.48% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,883 | $581.7K | 0.15% | +2+0.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $582.3K | 0.79% | 00.0% | Unchanged |
| DDFG, Inc | 1,886 | $582.6K | 0.24% | +1,886 | New |
| Ulland Investment Advisors, LLC | 1,888 | $583.0K | 0.70% | +3+0.2% | Added |
| Von Berge Wealth Management Group, LLC | 1,889 | $584.0K | 0.53% | −58−3.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,891 | $584.1K | 0.14% | +206+12.2% | Added |
| EWG Elevate Inc. | 1,892 | $584.4K | 0.29% | −19−1.0% | Reduced |
| Iron Financial, LLC | 1,893 | $584.7K | 0.34% | −6−0.3% | Reduced |
| Verus Financial Partners, Inc. | 1,881 | $586.0K | 0.08% | −467−19.9% | Reduced |
| Jentner Corp | 1,901 | $587.2K | 0.43% | +548+40.5% | Added |
| Austin Private Wealth, LLC | 1,902 | $587.5K | 0.10% | −21−1.1% | Reduced |
| United Bank | 1,906 | $588.8K | 0.08% | −144−7.0% | Reduced |
| Triune Financial Partners, LLC | 1,913 | $590.8K | 0.28% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,913 | $590.9K | 0.18% | −20−1.0% | Reduced |
| Riverview Trust Co | 1,912 | $591.0K | 0.56% | +1,168+157.0% | Added |
| Truadvice, LLC | 1,878 | $591.3K | 0.31% | +1,073+133.3% | Added |
| Sustainable Insight Capital Management, LLC | 1,916 | $591.9K | 0.67% | +128+7.2% | Added |
| Smart Money Group LLC | 1,914 | $592.0K | 0.31% | +231+13.7% | Added |
| Rodgers Brothers Inc. | 1,918 | $592.5K | 0.12% | +48+2.6% | Added |
| Vanguard Capital Wealth Advisors | 1,921 | $593.4K | 0.69% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,928 | $595.6K | 0.02% | −485−20.1% | Reduced |
| Winslow Asset Management Inc | 1,929 | $596.0K | 0.14% | −50−2.5% | Reduced |
| Next Level Private LLC | 1,893 | $597.3K | 0.44% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,936 | $598.0K | 0.14% | −6−0.3% | Reduced |
| Emerald Advisors, LLC | 1,936 | $598.0K | 0.17% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,938 | $598.6K | 0.32% | +1,938 | New |
| Pinnacle Holdings, LLC | 1,939 | $599.0K | 0.27% | −22−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,939 | $599.0K | 0.20% | +24+1.3% | Added |