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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 128,676 | $39.7M | 0.77% | −41,436−24.4% | Reduced |
| LGT Group Foundation | 128,395 | $39.7M | 1.24% | +998+0.8% | Added |
| DuPont Capital Management Corp | 127,905 | $39.5M | 1.87% | +77,622+154.4% | Added |
| Defender Capital, LLC. | 127,218 | $39.3M | 15.88% | −7,566−5.6% | Reduced |
| Fiduciary Trust Co | 124,679 | $38.5M | 0.75% | +666+0.5% | Added |
| Stack Financial Management, Inc | 124,372 | $38.4M | 3.86% | +536+0.4% | Added |
| Huntington National Bank | 124,016 | $38.3M | 0.40% | −2,394−1.9% | Reduced |
| CapWealth Advisors, LLC | 124,006 | $38.3M | 4.50% | +31,799+34.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123,931 | $38.3M | 2.89% | +90+0.1% | Added |
| WS Management LLLP | 123,605 | $38.2M | 5.85% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 123,441 | $38.1M | 1.50% | +1,769+1.5% | Added |
| Asset Management Advisors, LLC | 123,352 | $38.1M | 37.57% | −701−0.6% | Reduced |
| Heritage Wealth Advisors | 123,168 | $38.0M | 2.20% | +4,866+4.1% | Added |
| Am Investment Strategies LLC | 122,786 | $37.9M | 13.53% | −565−0.5% | Reduced |
| Ironvine Capital Partners, LLC | 122,152 | $37.7M | 4.88% | −32,074−20.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 122,007 | $37.7M | 1.51% | +2,012+1.7% | Added |
| Elgethun Capital Management | 120,479 | $37.2M | 13.46% | +2,358+2.0% | Added |
| Gofen & Glossberg LLC | 120,222 | $37.1M | 0.95% | +916+0.8% | Added |
| Daiwa Securities Group Inc. | 119,888 | $37.0M | 0.28% | +11,241+10.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 119,863 | $37.0M | 17.05% | −3,998−3.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 119,513 | $36.9M | 14.52% | +1,539+1.3% | Added |
| Thomasville National Bank | 119,508 | $36.9M | 4.25% | +4,849+4.2% | Added |
| Federated Hermes, Inc. | 119,312 | $36.9M | 0.10% | +3,681+3.2% | Added |
| Adams Diversified Equity Fund, Inc. | 117,800 | $36.4M | 1.74% | +21,200+21.9% | Added |
| Gamco Investors, Inc. Et Al | 117,586 | $36.3M | 0.39% | −2,014−1.7% | Reduced |
| Waverton Investment Management Ltd | 116,762 | $36.1M | 1.33% | +28,931+32.9% | Added |
| Louisiana State Employees Retirement System | 116,400 | $36.0M | 0.98% | +900+0.8% | Added |
| Westpac Banking Corp | 116,303 | $35.9M | 0.53% | −4,024−3.3% | Reduced |
| Academy Capital Management Inc | 116,134 | $35.9M | 7.66% | −2,344−2.0% | Reduced |
| Retirement Group, LLC | 115,681 | $35.7M | 17.34% | +28,131+32.1% | Added |
| British Columbia Investment Management Corp | 115,465 | $35.7M | 0.39% | −11,950−9.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 115,095 | $35.6M | 0.82% | +9,193+8.7% | Added |
| Cook & Bynum Capital Management, LLC | 114,960 | $35.5M | 32.06% | 00.0% | Unchanged |
| Macquarie Group Ltd | 114,773 | $35.5M | 0.04% | +22,699+24.7% | Added |
| Trust Co of Vermont | 114,150 | $35.3M | 2.58% | +1,656+1.5% | Added |
| Valeo Financial Advisors, LLC | 270,977 | $35.2M | 1.93% | +4,736+1.8% | Added |
| Harvey Investment Co LLC | 113,204 | $35.0M | 4.51% | −1,091−1.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 113,132 | $34.9M | 5.38% | −70.0% | Reduced |
| Saybrook Capital | 112,921 | $34.9M | 11.58% | −122−0.1% | Reduced |
| Bokf, NA | 111,739 | $34.5M | 0.64% | −16,656−13.0% | Reduced |
| New Capital Management LP | 111,695 | $34.5M | 14.88% | +2,385+2.2% | Added |
| PYA Waltman Capital, LLC | 110,789 | $34.2M | 17.97% | −2,673−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 110,485 | $34.1M | 2.58% | +17,572+18.9% | Added |
| Philadelphia Trust Co | 110,282 | $34.1M | 3.65% | −7,956−6.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,854 | $33.9M | 0.69% | +7,270+7.1% | Added |
| Smith, Salley & Associates | 109,606 | $33.9M | 2.90% | +789+0.7% | Added |
| Spears Abacus Advisors LLC | 109,047 | $33.7M | 3.21% | +543+0.5% | Added |
| Citadel Investment Advisory, Inc. | 108,597 | $33.6M | 22.94% | −850−0.8% | Reduced |
| Ieq Capital, LLC | 108,377 | $33.5M | 0.94% | +10,605+10.8% | Added |
| Kestra Private Wealth Services, LLC | 108,046 | $33.4M | 1.69% | +8,450+8.5% | Added |
| Exencial Wealth Advisors, LLC | 107,842 | $33.3M | 1.81% | +7,158+7.1% | Added |
| Grandfield & Dodd, LLC | 107,389 | $33.2M | 2.43% | −433−0.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 107,371 | $33.2M | 5.34% | +475+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 106,372 | $32.9M | 2.91% | +955+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 105,001 | $32.4M | 0.55% | +6,550+6.7% | Added |
| SFMG, LLC | 104,788 | $32.4M | 3.59% | +56+0.1% | Added |
| Templeton & Phillips Capital Management, LLC | 104,576 | $32.3M | 34.42% | +104,576 | New |
| Culbertson A N & Co Inc | 104,534 | $32.3M | 6.80% | +314+0.3% | Added |
| South State Corp. | 104,259 | $32.2M | 2.98% | +159+0.2% | Added |
| Metropolitan Life Insurance Co | 104,214 | $32.2M | 1.44% | −3,241−3.0% | Reduced |
| Chemistry Wealth Management LLC | 103,957 | $32.1M | 12.51% | +2,356+2.3% | Added |
| Buckingham Strategic Wealth, LLC | 103,448 | $32.0M | 0.58% | −3,665−3.4% | Reduced |
| Pinnacle Associates Ltd | 103,412 | $31.9M | 0.70% | −240−0.2% | Reduced |
| Front Street Capital Management, Inc. | 102,950 | $31.8M | 7.64% | −1,029−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 102,879 | $31.8M | 1.31% | −180−0.2% | Reduced |
| Foundation Resource Management Inc | 102,877 | $31.8M | 5.26% | −801−0.8% | Reduced |
| Rockland Trust Co | 102,378 | $31.6M | 2.01% | +695+0.7% | Added |
| Ancora Advisors, LLC | 102,284 | $31.6M | 0.92% | +6,436+6.7% | Added |
| Portland Investment Counsel Inc. | 101,589 | $31.4M | 17.82% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 101,479 | $31.3M | 2.87% | +42,501+72.1% | Added |
| MAI Capital Management | 101,062 | $31.2M | 0.53% | +85+0.1% | Added |
| Elo Mutual Pension Insurance Co | 100,723 | $31.1M | 1.07% | +4,156+4.3% | Added |
| JFS Wealth Advisors, LLC | 100,059 | $30.9M | 3.02% | +180+0.2% | Added |
| Gotham Asset Management, LLC | 99,762 | $30.8M | 0.87% | +1,158+1.2% | Added |
| Perfromance Wealth Partners, LLC | 99,520 | $30.7M | 1.85% | +3,492+3.6% | Added |
| Ervin Investment Management, LLC | 99,415 | $30.7M | 27.96% | −1,600−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 99,088 | $30.6M | 1.21% | +386+0.4% | Added |
| Lincoln Capital LLC | 98,786 | $30.5M | 8.79% | −1,081−1.1% | Reduced |
| Hutchinson Capital Management | 97,864 | $30.2M | 7.80% | +468+0.5% | Added |
| Lee Financial Co | 97,839 | $30.2M | 5.16% | +1,917+2.0% | Added |
| Sprucegrove Investment Management Ltd | 97,440 | $30.1M | 1.67% | −25,900−21.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 97,204 | $30.0M | 8.20% | −5,400−5.3% | Reduced |
| First Nebraska Trust Co | 96,794 | $29.9M | 3.90% | −2,470−2.5% | Reduced |
| Grand Jean Capital Management Inc | 96,594 | $29.8M | 13.46% | −570−0.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 95,283 | $29.4M | 7.67% | −911−0.9% | Reduced |
| Hitchwood Capital Management LP | 95,000 | $29.3M | 8.61% | −30,000−24.0% | Reduced |
| Locust Wood Capital Advisers, LLC | 94,757 | $29.3M | 2.05% | +650+0.7% | Added |
| Close Asset Management Ltd | 93,835 | $29.0M | 1.54% | +1,694+1.8% | Added |
| True North Advisors, LLC | 93,438 | $28.9M | 9.84% | −1,318−1.4% | Reduced |
| LMCG Investments, LLC | 93,343 | $28.8M | 2.01% | +757+0.8% | Added |
| Cadinha & Co LLC | 92,938 | $28.7M | 6.41% | −406−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,580 | $28.6M | 0.16% | −7,613−7.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 91,527 | $28.3M | 0.48% | +215+0.2% | Added |
| Braun Stacey Associates Inc | 91,430 | $28.2M | 1.61% | +3,494+4.0% | Added |
| Meeder Asset Management Inc | 90,952 | $28.1M | 2.46% | −100,037−52.4% | Reduced |
| GoodHaven Capital Management, LLC | 90,689 | $28.0M | 18.84% | 00.0% | Unchanged |
| Greenbrier Partners Capital Management, LLC | 90,604 | $28.0M | 4.03% | −6,449−6.6% | Reduced |
| Gamble Jones Investment Counsel | 90,584 | $28.0M | 2.11% | −1,900−2.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 90,518 | $28.0M | 0.66% | −368−0.4% | Reduced |
| Chilton Investment Co LLC | 90,398 | $27.9M | 0.85% | −127,240−58.5% | Reduced |