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, 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
- 1,369 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,245 | $693.2K | 0.22% | −44−1.9% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $694.7K | 0.08% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,257 | $696.9K | 0.00% | 00.0% | Unchanged |
| LWMG, LLC | 2,259 | $697.5K | 0.22% | −68−2.9% | Reduced |
| WMG Financial Advisors, LLC | 1,596 | $698.1K | 0.58% | −711−30.8% | Reduced |
| Atwater Malick LLC | 2,266 | $699.7K | 0.33% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,269 | $700.6K | 0.44% | −111−4.7% | Reduced |
| Missouri Trust & Investment Co | 2,276 | $702.8K | 0.45% | −40−1.7% | Reduced |
| Signature Wealth Management Partners, LLC | 2,280 | $704.0K | 0.65% | +913+66.8% | Added |
| First County Bank | 2,288 | $706.5K | 0.35% | +165+7.8% | Added |
| First Capital Advisors Group, LLC. | 2,289 | $706.8K | 0.45% | −72−3.0% | Reduced |
| Heck Capital Advisors, LLC | 2,291 | $707.4K | 0.14% | +35+1.6% | Added |
| WESPAC Advisors SoCal, LLC | 2,296 | $708.9K | 0.24% | +150+7.0% | Added |
| Element Wealth, LLC | 2,303 | $711.1K | 0.53% | −49−2.1% | Reduced |
| Sterling Financial Planning, Inc. | 2,306 | $712.0K | 0.39% | −159−6.5% | Reduced |
| Ategra Capital Management, LLC | 2,310 | $713.3K | 0.40% | −195−7.8% | Reduced |
| Wealth Quarterback LLC | 2,316 | $715.1K | 0.61% | +1,002+76.3% | Added |
| Sage Rhino Capital LLC | 2,317 | $715.4K | 0.21% | +40+1.8% | Added |
| Cim Investment Mangement Inc | 2,317 | $715.4K | 0.26% | +116+5.3% | Added |
| Horizon Family Wealth, Inc. | 2,320 | $716.3K | 0.76% | +21+0.9% | Added |
| High Net Worth Advisory Group LLC | 2,322 | $717.0K | 0.29% | −225−8.8% | Reduced |
| Willis Johnson & Associates, Inc. | 2,324 | $717.6K | 0.09% | +42+1.8% | Added |
| Alera Investment Advisors, LLC | 2,328 | $718.9K | 0.17% | +28+1.2% | Added |
| Radnor Capital Management, LLC | 2,331 | $720.0K | 0.19% | +30+1.3% | Added |
| Financial Alternatives, Inc | 2,332 | $720.1K | 0.69% | −680−22.6% | Reduced |
| Sage Investment Advisers LLC | 2,337 | $721.6K | 0.96% | +115+5.2% | Added |
| Vigilare Wealth Management | 2,340 | $722.5K | 0.41% | −225−8.8% | Reduced |
| Congress Asset Management Co | 2,345 | $724.1K | 0.01% | −40−1.7% | Reduced |
| Sunflower Bank, N.A. | 2,348 | $725.0K | 0.16% | +154+7.0% | Added |
| Alterity Financial Group, LLC | 2,350 | $725.6K | 1.06% | −300−11.3% | Reduced |
| Resources Management Corp | 20,625 | $726.0K | 0.14% | +12,403+150.9% | Added |
| Activest Wealth Management | 2,364 | $726.7K | 0.47% | +2,364 | New |
| Keating Investment Counselors Inc | 2,359 | $728.4K | 0.28% | −200−7.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,362 | $729.3K | 0.19% | +118+5.3% | Added |
| Catalyst Private Wealth, LLC | 2,362 | $729.3K | 0.50% | +198+9.1% | Added |
| Triton Wealth Management, PLLC | 2,193 | $729.4K | 0.45% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,363 | $729.7K | 0.10% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2,365 | $730.2K | 0.09% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 2,369 | $731.4K | 0.43% | −48−2.0% | Reduced |
| Sonoma Private Wealth LLC | 2,369 | $731.5K | 1.45% | −38−1.6% | Reduced |
| Broadleaf Partners, LLC | 2,370 | $731.8K | 0.26% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,383 | $735.8K | 0.25% | +99+4.3% | Added |
| Rational Advisors LLC | 2,385 | $736.4K | 0.06% | −2,422−50.4% | Reduced |
| Ellenbecker Investment Group | 2,401 | $741.0K | 0.20% | +32+1.4% | Added |
| Belmont Capital, LLC | 2,400 | $741.0K | 0.61% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,400 | $741.0K | 1.12% | +2,400 | New |
| Riggs Asset Managment Co. Inc. | 2,409 | $743.8K | 0.29% | −17−0.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,296 | $744.7K | 0.76% | −20−0.9% | Reduced |
| Hengehold Capital Management LLC | 2,412 | $744.8K | 0.10% | +2+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 2,415 | $745.7K | 0.27% | −205−7.8% | Reduced |
| River Street Advisors LLC | 2,421 | $747.5K | 0.74% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,423 | $748.0K | 0.27% | +72+3.1% | Added |
| Charter Research & Investment Group, Inc. | 2,429 | $750.0K | 0.66% | +1,075+79.4% | Added |
| Crew Capital Management, Ltd. | 2,435 | $751.9K | 1.08% | +165+7.3% | Added |
| Home Federal Bank of Tennessee | 2,436 | $752.2K | 0.28% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,408 | $752.5K | 0.47% | +2,408 | New |
| Somerset Trust Co | 2,442 | $754.0K | 0.33% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,450 | $756.0K | 0.57% | +376+18.1% | Added |
| Round Rock Advisors, LLC | 2,451 | $756.8K | 0.29% | −6−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,456 | $758.0K | 0.80% | +75+3.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,457 | $758.6K | 0.05% | +5+0.2% | Added |
| 360 Financial, Inc. | 2,459 | $759.3K | 0.40% | +14+0.6% | Added |
| AlphaCore Capital LLC | 2,468 | $762.0K | 0.20% | +387+18.6% | Added |
| Rowland & Co Investment Counsel | 2,470 | $762.7K | 0.19% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,485 | $767.3K | 0.40% | −600−19.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,485 | $767.3K | 0.50% | +1,677+207.5% | Added |
| Signature Estate & Investment Advisors LLC | 2,500 | $772.0K | 0.03% | −5−0.2% | Reduced |
| Herold Advisors, Inc. | 2,503 | $772.9K | 0.27% | −447−15.2% | Reduced |
| Trellis Advisors, LLC | 2,506 | $773.8K | 0.37% | +182+7.8% | Added |
| Imprint Wealth LLC | 2,508 | $774.4K | 0.51% | +2,508 | New |
| Kornitzer Capital Management Inc | 2,512 | $775.6K | 0.02% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,522 | $778.7K | 0.54% | +345+15.8% | Added |
| Gleason Group, Inc. | 2,523 | $779.0K | 0.22% | +75+3.1% | Added |
| Interchange Capital Partners, LLC | 2,518 | $781.5K | 0.43% | +2,518 | New |
| First Pacific Financial | 2,534 | $782.4K | 0.36% | +176+7.5% | Added |
| Wealthspan Partners, LLC | 2,536 | $782.9K | 0.67% | −12−0.5% | Reduced |
| De Burlo Group Inc | 2,537 | $783.3K | 0.15% | −83,000−97.0% | Reduced |
| WR Wealth Planners, LLC | 2,538 | $783.7K | 0.34% | +1,319+108.2% | Added |
| 626 Financial, LLC | 2,543 | $785.2K | 0.52% | −53−2.0% | Reduced |
| Wealthquest Corp | 2,545 | $785.8K | 0.10% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 2,546 | $786.1K | 0.58% | +14+0.6% | Added |
| Aprio Wealth Management, LLC | 2,548 | $786.7K | 0.24% | −321−11.2% | Reduced |
| Warner Financial, Inc | 2,552 | $788.0K | 0.55% | −13−0.5% | Reduced |
| Marsico Capital Management LLC | 2,556 | $789.2K | 0.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,560 | $790.5K | 0.37% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 2,561 | $790.8K | 0.63% | −40−1.5% | Reduced |
| MGO Private Wealth, LLC | 2,563 | $791.4K | 0.62% | −218−7.8% | Reduced |
| Point72 Middle East FZE | 2,565 | $792.0K | 0.04% | +2,410+1,554.8% | Added |
| Marshall Financial Group LLC | 2,567 | $792.6K | 0.28% | −28−1.1% | Reduced |
| Sheets Smith Wealth Management | 2,570 | $793.5K | 0.12% | −193−7.0% | Reduced |
| New Jersey Better Educational Savings Trust | 2,571 | $793.8K | 2.15% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,578 | $796.0K | 0.56% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,579 | $796.3K | 0.46% | −136−5.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,580 | $796.6K | 0.67% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,585 | $798.1K | 0.18% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $802.8K | 0.72% | – | – |
| Rock Creek Group, LP | 2,603 | $803.7K | 0.10% | +2,603 | New |
| Vista Private Wealth Partners. LLC | 2,468 | $805.4K | 0.35% | +18+0.7% | Added |
| Pinnacle West Asset Management, Inc. | 2,610 | $806.0K | 0.84% | +2,610 | New |
| Cantor Fitzgerald, L. P. | 2,612 | $806.6K | 0.02% | +761+41.1% | Added |