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 |
|---|---|---|---|---|---|
| Delaney Dennis R | 1,945 | $600.8K | 0.54% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,945 | $600.8K | 0.41% | 00.0% | Unchanged |
| Leisure Capital Management | 1,946 | $601.1K | 0.31% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,949 | $602.0K | 0.19% | +8+0.4% | Added |
| Capital CS Group, LLC | 1,950 | $602.4K | 0.67% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,951 | $602.7K | 0.43% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,952 | $603.0K | 0.45% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 1,953 | $603.3K | 0.55% | −100−4.9% | Reduced |
| Level Financial Advisors, Inc. | 1,954 | $604.0K | 0.40% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,956 | $604.2K | 0.41% | −10−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 1,960 | $605.4K | 0.07% | −100−4.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,960 | $605.4K | 0.14% | −93−4.5% | Reduced |
| Country Trust Bank | 1,965 | $607.0K | 0.02% | +179+10.0% | Added |
| Oxler Private Wealth LLC | 1,970 | $608.5K | 0.33% | −100−4.8% | Reduced |
| Dempze Nancy E | 1,971 | $608.8K | 0.59% | −80−3.9% | Reduced |
| Cidel Asset Management Inc | 1,972 | $609.1K | 0.03% | +40+2.1% | Added |
| Ziegler Capital Management, LLC | 1,972 | $609.2K | 0.03% | −32−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,972 | $609.2K | 0.51% | +19+1.0% | Added |
| McNaughton Wealth Management, LLC | 1,975 | $610.1K | 0.42% | +17+0.9% | Added |
| Landaas & Co | 1,980 | $612.0K | 0.34% | −350−15.0% | Reduced |
| RAM Investment Partners, LLC | 1,984 | $612.9K | 0.38% | +1,984 | New |
| New England Guild Wealth Advisors, Inc. | 1,986 | $613.0K | 0.32% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 1,986 | $613.5K | 0.58% | +735+58.8% | Added |
| Anderson Hoagland & Co | 2,010 | $613.5K | 0.09% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,988 | $614.1K | 0.19% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 1,998 | $617.2K | 0.62% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,000 | $617.8K | 0.10% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $617.8K | 0.58% | 00.0% | Unchanged |
| SBK Financial, Inc. | 2,000 | $617.8K | 0.98% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,001 | $618.1K | 0.51% | +24+1.2% | Added |
| Affinity Investment Advisors, LLC | 2,003 | $618.7K | 0.28% | +92+4.8% | Added |
| Baker Boyer National Bank | 2,004 | $619.0K | 0.26% | +57+2.9% | Added |
| Quattro Financial Advisors LLC | 2,010 | $620.9K | 0.25% | −53−2.6% | Reduced |
| Taylor Hoffman Wealth Management | 2,017 | $623.1K | 0.38% | −1,017−33.5% | Reduced |
| Hexagon Capital Partners LLC | 2,017 | $623.1K | 0.18% | +2+0.1% | Added |
| Primoris Wealth Advisors, LLC | 2,418 | $623.4K | 0.96% | +5+0.2% | Added |
| Shepherd Financial Partners LLC | 2,018 | $623.4K | 0.11% | +7+0.3% | Added |
| Resource Consulting Group Inc | 2,036 | $628.9K | 0.16% | −300−12.8% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $629.0K | 0.27% | 00.0% | Unchanged |
| Ellerson Group Inc | 2,035 | $629.0K | 0.67% | +2,035 | New |
| Mayar Capital Ltd. | 2,038 | $630.0K | 0.55% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,044 | $631.4K | 0.21% | −69−3.3% | Reduced |
| Centric Wealth Management | 2,048 | $632.6K | 0.32% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,051 | $633.6K | 0.37% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 2,058 | $635.7K | 0.32% | +2,058 | New |
| NCM Capital Management, LLC | 2,060 | $636.0K | 0.42% | +400+24.1% | Added |
| Rollins Financial | 2,059 | $636.0K | 0.24% | +71+3.6% | Added |
| Acorn Financial Advisory Services Inc | 2,064 | $637.6K | 0.14% | −58−2.7% | Reduced |
| Boyar Asset Management Inc. | 2,064 | $637.6K | 0.52% | −995−32.5% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $637.9K | 0.43% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,074 | $638.0K | 0.51% | +18+0.9% | Added |
| Aristotle Capital Management, LLC | 2,075 | $641.0K | 0.00% | +925+80.4% | Added |
| Asset Planning Services Inc | 2,075 | $641.0K | 0.41% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,081 | $642.8K | 0.25% | +46+2.3% | Added |
| St. James Investment Advisors, LLC | 2,084 | $643.7K | 1.18% | +171+8.9% | Added |
| Inspire Advisors, LLC | 2,085 | $644.1K | 0.16% | +38+1.9% | Added |
| Tarbox Family Office, Inc. | 2,091 | $645.9K | 0.14% | −10.0% | Reduced |
| Francis Financial, Inc. | 2,102 | $649.3K | 0.60% | +36+1.7% | Added |
| 360 Financial, Inc. | 2,445 | $652.9K | 0.42% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,114 | $653.0K | 0.37% | −623−22.8% | Reduced |
| TLWM | 2,117 | $653.9K | 0.24% | +2,117 | New |
| OLIO Financial Planning | 2,123 | $655.8K | 0.36% | −304−12.5% | Reduced |
| First County Bank | 2,123 | $655.8K | 0.31% | +2,123 | New |
| Ironsides Asset Advisors, LLC | 2,125 | $656.0K | 0.30% | +265+14.2% | Added |
| Capital Investment Services of America, Inc. | 2,125 | $656.4K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,128 | $657.3K | 0.17% | −27−1.3% | Reduced |
| Estabrook Capital Management | 2,130 | $658.0K | 0.11% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 2,133 | $658.9K | 0.56% | +2,133 | New |
| Valley Brook Capital Group | 2,135 | $659.5K | 0.63% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,141 | $661.4K | 0.11% | −33−1.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,146 | $662.9K | 0.25% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $664.1K | 0.35% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,151 | $664.4K | 0.20% | −223−9.4% | Reduced |
| Catalyst Private Wealth, LLC | 2,164 | $668.5K | 0.54% | +8+0.4% | Added |
| Clarity Financial LLC | 2,167 | $669.4K | 0.13% | −139−6.0% | Reduced |
| Denver Wealth Management, Inc. | 2,177 | $672.0K | 0.50% | +150+7.4% | Added |
| Salomon & Ludwin, LLC | 2,191 | $676.8K | 0.09% | +100+4.8% | Added |
| Sunflower Bank, N.A. | 2,194 | $678.0K | 0.15% | +189+9.4% | Added |
| Cim Investment Mangement Inc | 2,201 | $679.9K | 0.27% | −66−2.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,208 | $682.1K | 0.32% | −2−0.1% | Reduced |
| Concentric Wealth Management, LLC | 2,209 | $682.4K | 0.23% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,193 | $684.8K | 0.42% | −139−6.0% | Reduced |
| Financial Management Professionals, Inc. | 2,221 | $686.0K | 0.14% | +54+2.5% | Added |
| Safeguard Financial, LLC | 2,220 | $686.0K | 0.49% | +473+27.1% | Added |
| Sage Investment Advisers LLC | 2,222 | $686.4K | 0.98% | +89+4.2% | Added |
| Golden Green, Inc. | 2,231 | $689.2K | 0.71% | −2−0.1% | Reduced |
| Five Oceans Advisors | 2,231 | $689.2K | 0.48% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,163 | $689.3K | 0.28% | +877+68.2% | Added |
| Shelton Wealth Management, LLC | 2,238 | $691.3K | 0.55% | −91−3.9% | Reduced |
| St Germain D J Co Inc | 134,960 | $692.5K | 0.23% | +1,339+1.0% | Added |
| Forum Financial Management, LP | 2,242 | $692.6K | 0.02% | +16+0.7% | Added |
| Access Financial Services, Inc. | 2,243 | $692.9K | 0.42% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,244 | $693.2K | 0.17% | +2,244 | New |
| Hill Investment Group Partners, LLC | 2,246 | $693.8K | 0.17% | +2,246 | New |
| Rex Capital Advisors, LLC | 2,250 | $695.0K | 0.46% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 2,250 | $695.0K | 0.08% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 2,256 | $696.9K | 0.14% | +2,256 | New |
| Fuller & Thaler Asset Management, Inc. | 2,257 | $697.0K | 0.00% | −1,325−37.0% | Reduced |
| Legend Financial Advisors, Inc. | 2,259 | $697.8K | 0.61% | +57+2.6% | Added |
| Atwater Malick LLC | 2,266 | $700.0K | 0.34% | +283+14.3% | Added |