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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 586 | $180.9K | 0.09% | +199+51.4% | Added |
| Kalos Management, Inc. | 595 | $183.7K | 0.37% | +595 | New |
| Lipe & Dalton | 605 | $187.0K | 0.11% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 608 | $188.0K | 0.16% | −200−24.8% | Reduced |
| Perritt Capital Management Inc | 620 | $191.4K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 626 | $193.3K | 0.05% | +1+0.2% | Added |
| Central Bank & Trust Co | 628 | $193.9K | 0.03% | +36+6.1% | Added |
| Financial Freedom, LLC | 640 | $197.6K | 0.14% | 00.0% | Unchanged |
| First Washington CORP | 650 | $200.7K | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 651 | $201.0K | 0.00% | +651 | New |
| Axiom Financial Strategies, LLC | 651 | $201.0K | 0.11% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 653 | $201.6K | 0.11% | +653 | New |
| Evolution Advisers, Inc. | 655 | $202.0K | 0.15% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 658 | $203.2K | 0.14% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 658 | $203.2K | 0.36% | +115+21.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 659 | $203.5K | 0.12% | 00.0% | Unchanged |
| Talbot Financial, LLC | 660 | $203.8K | 0.04% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 662 | $204.0K | 0.11% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 663 | $204.7K | 0.11% | −778−54.0% | Reduced |
| Cohen Lawrence B | 664 | $205.0K | 0.14% | −50−7.0% | Reduced |
| S.E.E.D. Planning Group LLC | 665 | $205.3K | 0.08% | −190−22.2% | Reduced |
| Clifford Group, LLC | 666 | $205.6K | 0.25% | +666 | New |
| Cahill Wealth Management, LLC | 667 | $205.9K | 0.15% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 669 | $206.6K | 0.23% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 670 | $206.9K | 0.10% | −50−6.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 671 | $207.2K | 0.14% | 00.0% | Unchanged |
| Bank Ozk | 674 | $208.1K | 0.10% | −25−3.6% | Reduced |
| Guardian Wealth Advisors, LLC | 674 | $208.1K | 0.16% | 00.0% | Unchanged |
| Drake & Associates, LLC | 674 | $208.1K | 0.10% | +674 | New |
| Advance Capital Management, Inc. | 675 | $208.4K | 0.04% | −92−12.0% | Reduced |
| Strategic Equity Management | 675 | $208.4K | 0.07% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 676 | $208.7K | 0.13% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 676 | $208.7K | 0.07% | +95+16.4% | Added |
| Acima Private Wealth, LLC | 679 | $209.7K | 0.10% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 680 | $210.0K | 0.13% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $210.6K | 0.13% | +25+3.8% | Added |
| Asio Capital, LLC | 687 | $212.1K | 0.06% | −22−3.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 689 | $212.7K | 0.15% | −14−2.0% | Reduced |
| Blue Square Asset Management, LLC | 690 | $213.1K | 0.14% | 00.0% | Unchanged |
| Hill Island Financial LLC | 656 | $213.8K | 0.09% | +656 | New |
| KB Financial Partners, LLC | 692 | $214.0K | 0.06% | −4−0.6% | Reduced |
| Montgomery Investment Management Inc | 694 | $214.3K | 0.08% | 00.0% | Unchanged |
| Capital International Inc | 694 | $214.3K | 0.00% | +25+3.7% | Added |
| BCM Advisors, LLC | 650 | $214.6K | 0.06% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 697 | $215.2K | 0.09% | +697 | New |
| Fluent Financial, LLC | 698 | $215.5K | 0.15% | −21−2.9% | Reduced |
| Long Road Investment Counsel, LLC | 700 | $216.0K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 700 | $216.1K | 0.03% | −496−41.5% | Reduced |
| Eastover Investment Advisors LLC | 701 | $216.4K | 0.12% | +20+2.9% | Added |
| Tenret Co LLC | 703 | $217.1K | 0.19% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 703 | $217.1K | 0.13% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 705 | $217.7K | 0.06% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 706 | $218.0K | 0.14% | −48−6.4% | Reduced |
| Refined Wealth Management | 706 | $218.0K | 0.19% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 708 | $218.6K | 0.07% | −51−6.7% | Reduced |
| New England Professional Planning Group Inc. | 695 | $218.6K | 0.13% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 710 | $219.2K | 0.09% | −25−3.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 710 | $219.2K | 0.15% | 00.0% | Unchanged |
| MQS Management LLC | 717 | $221.4K | 0.14% | −1,789−71.4% | Reduced |
| Menard Financial Group LLC | 719 | $222.0K | 0.51% | −153−17.5% | Reduced |
| CNB Bank | 719 | $222.0K | 0.14% | 00.0% | Unchanged |
| Castleview Partners, LLC | 722 | $222.9K | 0.20% | +722 | New |
| Rodgers & Associates, LTD | 725 | $223.9K | 0.03% | −10−1.4% | Reduced |
| Worth Financial Advisory Group, LLC | 726 | $224.2K | 0.21% | +14+2.0% | Added |
| LVZ Advisors, Inc. | 728 | $224.8K | 0.03% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 728 | $224.8K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 728 | $224.8K | 0.29% | +728 | New |
| Santori & Peters | 730 | $225.4K | 0.12% | −20−2.7% | Reduced |
| Horizon Bancorp Inc | 731 | $226.0K | 0.14% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 732 | $226.0K | 0.29% | +37+5.3% | Added |
| West Financial Advisors, LLC | 732 | $226.0K | 0.06% | +471+180.5% | Added |
| Fortis Advisors, LLC | 733 | $226.3K | 0.15% | −398−35.2% | Reduced |
| S. R. Schill & Associates | 734 | $226.6K | 0.11% | 00.0% | Unchanged |
| Private Capital Management, LLC | 736 | $227.3K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 708 | $228.3K | 0.17% | +708 | New |
| Accretive Wealth Partners, LLC | 741 | $228.8K | 0.15% | +23+3.2% | Added |
| Capital Group Private Client Services, Inc. | 742 | $229.1K | 0.00% | −2,478−77.0% | Reduced |
| Scarborough Advisors, LLC | 743 | $229.4K | 0.06% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 744 | $229.7K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 746 | $230.3K | 0.04% | +25+3.5% | Added |
| Tamar Securities, LLC | 746 | $230.4K | 0.07% | −8−1.1% | Reduced |
| Argent Advisors, Inc. | 747 | $230.7K | 0.11% | +21+2.9% | Added |
| Arbor Capital Management Inc | 739 | $231.0K | 0.19% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 746 | $231.5K | 0.22% | 00.0% | Unchanged |
| Family Asset Management, LLC | 750 | $231.6K | 0.17% | −8−1.1% | Reduced |
| FAI Wealth Management | 750 | $231.6K | 0.21% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 750 | $231.6K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $231.6K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 751 | $231.9K | 0.14% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 753 | $232.6K | 0.11% | −264−26.0% | Reduced |
| FSA Wealth Management LLC | 754 | $232.8K | 0.14% | +754 | New |
| Terril Brothers, Inc. | 757 | $233.7K | 0.11% | +757 | New |
| Semus Wealth Partners LLC | 759 | $234.4K | 0.25% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 761 | $234.9K | 0.14% | −37−4.6% | Reduced |
| RFP Financial Group LLC | 761 | $235.0K | 0.27% | −3,448−81.9% | Reduced |
| Foster & Motley Inc | 761 | $235.0K | 0.02% | +50+7.0% | Added |
| Detalus Advisors, LLC | 763 | $235.6K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 764 | $235.9K | 0.28% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 767 | $236.8K | 0.10% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 767 | $236.8K | 0.16% | +767 | New |