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, Q1 2023
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2023. 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
- 3,541
- +63 vs. Q4 2022
- Shares held
- 832.0M
- −7.99M (−1.0%) vs. Q4 2022
- Total value
- $257.1B
- −$1.88B (−0.7%) vs. Q4 2022
- New holders
- 160
- 1,370 more added
- Sold out
- 97
- 1,397 more reduced
79 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DRH Investments, Inc. | 3 | $926 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $926 | 0.00% | +3 | New |
| Okabena Investment Services Inc | 5 | $2.40K | 0.00% | −232−97.9% | Reduced |
| GW&K Investment Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 14 | $4.32K | 0.01% | +14 | New |
| ClariVest Asset Management LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 20 | $6.00K | 0.01% | +20 | New |
| TD Capital Management LLC | 20 | $6.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 22 | $6.79K | 0.00% | +17+340.0% | Added |
| Lansing Street Advisors | 24 | $7.41K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $7.72K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $8.00K | 0.12% | +24+24.0% | Added |
| First Eagle Investment Management, LLC | 26 | $8.03K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30 | $9.26K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 30 | $9.26K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 38 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 38 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,469 | $14.4K | 0.63% | +2,243+183.0% | Added |
| MBM Wealth Consultants, LLC | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 49 | $15.1K | 1.01% | −26−34.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 54 | $16.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 60 | $18.0K | 0.02% | −1−1.6% | Reduced |
| ING Groep NV | 63 | $19.5K | 0.00% | −450,564−100.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 75 | $23.0K | 0.00% | −39−34.2% | Reduced |
| Essex Investment Management Co LLC | 76 | $23.5K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 97 | $30.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 100 | $30.9K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $30.9K | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $30.9K | 0.02% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $30.9K | 0.02% | +100 | New |
| Penserra Capital Management LLC | 118 | $36.0K | 0.00% | −11,664−99.0% | Reduced |
| Newton One Investments LLC | 117 | $36.1K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 118 | $36.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 120 | $37.1K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 125 | $38.6K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 130 | $40.1K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 133 | $41.1K | 0.00% | −20−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 136 | $42.0K | 0.00% | +4+3.0% | Added |
| Schubert & Co | 152 | $46.9K | 0.04% | −7−4.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 160 | $49.4K | 0.04% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 160 | $49.4K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 171 | $52.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 175 | $54.0K | 0.04% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 177 | $54.7K | 0.07% | −141−44.3% | Reduced |
| Guardian Wealth Management, Inc. | 181 | $55.9K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 810 | $57.3K | 0.36% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 200 | $61.8K | 0.03% | −2−1.0% | Reduced |
| Ameliora Wealth Management Ltd. | 200 | $61.8K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 207 | $63.9K | 0.03% | −70−25.3% | Reduced |
| Monumental Financial Group Inc. | 220 | $68.0K | 0.05% | +220 | New |
| 25 LLC | 212 | $69.1K | 0.04% | +212 | New |
| Richard W. Paul & Associates, LLC | 239 | $73.8K | 0.03% | −1−0.4% | Reduced |
| Dakota Community Bank & Trust NA | 270 | $83.4K | 0.52% | −15−5.3% | Reduced |
| Washington Trust Advisors, Inc. | 275 | $84.9K | 0.01% | −80−22.5% | Reduced |
| Silvant Capital Management LLC | 283 | $87.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 283 | $87.5K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $92.6K | 0.05% | −750−71.4% | Reduced |
| True Wealth Design, LLC | 306 | $94.5K | 0.04% | +61+24.9% | Added |
| Chesapeake Asset Management LLC | 319 | $98.5K | 0.09% | +319 | New |
| First Financial Corp | 321 | $99.1K | 0.06% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 329 | $101.6K | 0.05% | +329 | New |
| Core Wealth Advisors, Inc. | 332 | $102.5K | 0.04% | +116+53.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 338 | $104.0K | 0.07% | +21+6.6% | Added |
| Wolff Wiese Magana LLC | 340 | $105.0K | 0.09% | −3−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 350 | $108.1K | 0.00% | −15,053−97.7% | Reduced |
| Ruedi Wealth Management, Inc. | 363 | $112.1K | 0.07% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 365 | $112.7K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 367 | $113.3K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 369 | $113.9K | 0.09% | −145−28.2% | Reduced |
| Red Tortoise LLC | 374 | $115.5K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 382 | $118.0K | 0.14% | −10−2.6% | Reduced |
| Dougherty Wealth Advisers LLC | 382 | $118.0K | 0.18% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 388 | $120.0K | 0.20% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 389 | $120.1K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $122.1K | 0.14% | 00.0% | Unchanged |
| Hoey Investments, Inc | 418 | $129.1K | 0.05% | +74+21.5% | Added |
| Antonetti Capital Management LLC | 420 | $129.7K | 0.19% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 428 | $132.0K | 0.00% | −640−59.9% | Reduced |
| Erste Asset Management GmbH | 445 | $137.4K | 0.00% | −12,370−96.5% | Reduced |
| Goodman Advisory Group, LLC | 447 | $138.0K | 0.08% | −11,752−96.3% | Reduced |
| PSI Advisors, LLC | 447 | $138.0K | 0.07% | −85−16.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 462 | $142.7K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 469 | $144.8K | 0.59% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 474 | $146.4K | 0.10% | +150+46.3% | Added |
| Cranbrook Wealth Management, LLC | 485 | $149.8K | 0.04% | 00.0% | Unchanged |
| Sycomore Asset Management | 500 | $151.0K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Community Foundation | 495 | $152.8K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $154.0K | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 500 | $154.0K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 500 | $154.4K | 0.06% | +67+15.5% | Added |
| Tucker Asset Management LLC | 508 | $156.9K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 508 | $156.9K | 0.10% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 533 | $165.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 536 | $165.5K | 0.03% | +536 | New |
| Disciplined Investments, LLC | 549 | $169.5K | 0.07% | +72+15.1% | Added |
| Old Second National Bank of Aurora | 557 | $172.0K | 0.05% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 570 | $176.0K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 576 | $177.9K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 580 | $179.1K | 0.17% | +51+9.6% | Added |