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 |
|---|---|---|---|---|---|
| Round Hill Asset Management | 2,615 | $807.4K | 0.50% | −200−7.1% | Reduced |
| Cornerstone Capital, Inc. | 2,616 | $807.7K | 0.10% | −30−1.1% | Reduced |
| GQG Partners LLC | 2,618 | $808.4K | 0.00% | −2,226,513−99.9% | Reduced |
| All Terrain Financial Advisors, LLC | 2,637 | $814.2K | 0.39% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,640 | $815.2K | 0.37% | −203−7.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,641 | $815.5K | 0.17% | −692−20.8% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $816.4K | 0.22% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 2,646 | $817.0K | 0.60% | +2,646 | New |
| Financial Perspectives, Inc | 2,648 | $817.6K | 0.39% | 00.0% | Unchanged |
| Westwood Management Corp | 2,650 | $818.0K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,648 | $818.0K | 0.16% | +427+19.2% | Added |
| Syverson Strege & Co | 2,655 | $819.8K | 0.35% | +62+2.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,656 | $820.1K | 0.44% | +98+3.8% | Added |
| Woodward Diversified Capital, LLC | 2,661 | $821.6K | 0.65% | +7+0.3% | Added |
| McLean Asset Management Corp | 2,668 | $823.8K | 0.34% | −402−13.1% | Reduced |
| Clarkston Capital Partners, LLC | 2,668 | $823.8K | 0.02% | −388−12.7% | Reduced |
| Grey Street Capital, LLC | 2,672 | $825.0K | 0.58% | +2,672 | New |
| Triad Investment Management | 2,673 | $825.3K | 1.20% | +68+2.6% | Added |
| Eastern Bank | 2,673 | $825.3K | 0.04% | −1,043−28.1% | Reduced |
| Guerra Pan Advisors, LLC | 2,680 | $827.5K | 1.04% | −395−12.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,681 | $827.8K | 0.45% | −7−0.3% | Reduced |
| Elk River Wealth Management, LLC | 2,682 | $828.2K | 0.19% | −125−4.5% | Reduced |
| Marco Investment Management LLC | 2,686 | $829.4K | 0.09% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,687 | $829.7K | 0.77% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,688 | $830.0K | 0.22% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,691 | $830.0K | 0.33% | +27+1.0% | Added |
| Matrix Asset Advisors Inc | 2,694 | $831.8K | 0.12% | −35−1.3% | Reduced |
| Peterson Wealth Management | 2,699 | $833.4K | 0.80% | −11−0.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,701 | $834.0K | 0.51% | −250−8.5% | Reduced |
| Peninsula Wealth, LLC | 2,705 | $835.2K | 0.24% | +93+3.6% | Added |
| Oakwell Private Wealth Management, LLC | 2,707 | $835.8K | 0.38% | −53−1.9% | Reduced |
| Family Firm, Inc. | 36,154 | $836.0K | 0.23% | +2,629+7.8% | Added |
| Alliance Wealth Advisors, LLC | 2,710 | $836.7K | 0.34% | +118+4.6% | Added |
| AIA Group Ltd | 2,712 | $837.4K | 0.05% | −384−12.4% | Reduced |
| CoreFirst Bank & Trust | 2,719 | $839.5K | 0.61% | +285+11.7% | Added |
| Hirtle Callaghan & Co LLC | 2,720 | $839.9K | 0.04% | −11,283−80.6% | Reduced |
| KLR Investment Advisors, LLC | 2,722 | $840.5K | 0.74% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,725 | $841.4K | 0.09% | +57+2.1% | Added |
| Cairn Investment Group, Inc. | 2,728 | $842.0K | 0.59% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,727 | $842.0K | 0.48% | +63+2.4% | Added |
| SeaCrest Wealth Management, LLC | 2,732 | $843.6K | 0.11% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,739 | $845.7K | 0.33% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,750 | $849.1K | 0.18% | −385−12.3% | Reduced |
| Principal Street Partners, LLC | 2,750 | $849.1K | 0.21% | −10.0% | Reduced |
| Heritage Financial Services, LLC | 2,751 | $849.4K | 0.19% | +54+2.0% | Added |
| One Day In July LLC | 2,754 | $850.4K | 0.16% | −348−11.2% | Reduced |
| Creative Financial Designs Inc | 2,757 | $851.3K | 0.11% | +64+2.4% | Added |
| Greenup Street Wealth Management LLC | 2,762 | $852.8K | 0.30% | −8,907−76.3% | Reduced |
| One Wealth Advisors, LLC | 2,763 | $853.1K | 0.20% | −113−3.9% | Reduced |
| Strid Group, LLC | 2,765 | $853.7K | 0.19% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,771 | $855.6K | 0.78% | +2,771 | New |
| Hofer & Associates. Inc | 2,772 | $856.3K | 0.86% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2,774 | $856.5K | 0.72% | +515+22.8% | Added |
| Greystone Financial Group, LLC | 2,780 | $858.4K | 0.22% | −1,877−40.3% | Reduced |
| Old North State Trust, LLC | 2,788 | $861.0K | 0.60% | +13+0.5% | Added |
| Spinnaker Investment Group, LLC | 2,797 | $863.6K | 0.30% | +15+0.5% | Added |
| CWS Financial Advisors, LLC | 2,797 | $863.6K | 0.34% | +5+0.2% | Added |
| J. L. Bainbridge & Co., Inc. | 2,811 | $868.0K | 0.12% | −11−0.4% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,813 | $868.6K | 0.61% | −6−0.2% | Reduced |
| Harbor Group, Inc. | 2,813 | $868.6K | 0.52% | +530+23.2% | Added |
| Objective Capital Management, LLC | 2,815 | $869.1K | 0.79% | +221+8.5% | Added |
| Allied Investment Advisors, LLC | 2,829 | $873.5K | 0.27% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,830 | $873.8K | 0.23% | +460+19.4% | Added |
| Great Diamond Partners, LLC | 2,835 | $875.4K | 0.25% | −154−5.2% | Reduced |
| Affinity Capital Advisors, LLC | 2,837 | $876.0K | 0.27% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,838 | $876.3K | 0.15% | +31+1.1% | Added |
| Pasadena Private Wealth, LLC | 2,841 | $877.2K | 0.25% | +26+0.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,843 | $878.0K | 0.02% | −25−0.9% | Reduced |
| Granite Harbor Advisors, Inc. | 2,845 | $878.5K | 0.80% | +310+12.2% | Added |
| First National Bank | 2,849 | $879.7K | 0.75% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,850 | $880.0K | 0.45% | +200+7.5% | Added |
| First Commonwealth Financial Corp | 2,851 | $880.3K | 0.32% | +111+4.1% | Added |
| Sandbox Financial Partners, LLC | 2,856 | $881.7K | 0.53% | −123−4.1% | Reduced |
| Heartwood Wealth Advisors LLC | 2,862 | $883.7K | 0.13% | +1,320+85.6% | Added |
| Courage Miller Partners, LLC | 2,871 | $886.5K | 0.38% | −2−0.1% | Reduced |
| Madison Wealth Partners, Inc | 2,874 | $887.5K | 0.45% | −39−1.3% | Reduced |
| Greatmark Investment Partners, Inc. | 2,882 | $889.9K | 0.16% | −35−1.2% | Reduced |
| White Lighthouse Investment Management Inc. | 2,885 | $890.8K | 0.22% | +60+2.1% | Added |
| Integrity Financial Corp | 2,888 | $891.7K | 0.73% | +358+14.2% | Added |
| F/M Investments LLC | 2,929 | $893.5K | 0.90% | +200+7.3% | Added |
| Pacific Sage Partners, LLC | 2,895 | $893.9K | 0.29% | −222−7.1% | Reduced |
| Fulcrum Capital LLC | 2,895 | $893.9K | 0.24% | 00.0% | Unchanged |
| Burton Enright Welch | 2,898 | $894.8K | 0.34% | −25−0.9% | Reduced |
| Barden Capital Management, Inc. | 2,900 | $895.5K | 0.86% | +64+2.3% | Added |
| Narus Financial Partners, LLC | 2,902 | $896.1K | 0.49% | −256−8.1% | Reduced |
| IAM Advisory, LLC | 2,910 | $898.5K | 0.31% | +5+0.2% | Added |
| Boltwood Capital Management | 2,914 | $899.8K | 0.34% | +325+12.6% | Added |
| Yarger Wealth Strategies, LLC | 2,916 | $900.4K | 0.99% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,921 | $902.1K | 0.68% | +358+14.0% | Added |
| Patron Partners Advisors, LLC | 2,930 | $904.7K | 0.67% | −140−4.6% | Reduced |
| Aspen Grove Capital, LLC | 2,930 | $904.7K | 0.40% | −453−13.4% | Reduced |
| Keeley-Teton Advisors, LLC | 2,950 | $910.9K | 0.11% | 00.0% | Unchanged |
| Doheny Asset Management | 2,950 | $911.0K | 0.82% | −50−1.7% | Reduced |
| Essex LLC | 2,950 | $911.3K | 0.28% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,953 | $911.9K | 0.36% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,955 | $912.4K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,956 | $912.8K | 0.17% | +576+24.2% | Added |
| Cascade Investment Group, Inc. | 2,958 | $913.3K | 0.90% | +403+15.8% | Added |
| Farley Capital L.P. | 2,966 | $915.8K | 1.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 2,966 | $916.0K | 0.32% | 00.0% | Unchanged |