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 |
|---|---|---|---|---|---|
| Mma Asset Management LLC | 769 | $237.4K | 0.17% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 771 | $238.0K | 0.03% | −122−13.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 775 | $239.3K | 0.19% | −30−3.7% | Reduced |
| Itau Unibanco Holding S.A. | 776 | $239.6K | 0.01% | +776 | New |
| Perkins Coie Trust Co | 778 | $240.2K | 0.07% | +40+5.4% | Added |
| Harvest Fund Management Co., Ltd | 782 | $241.0K | 0.05% | −4,507−85.2% | Reduced |
| RBA Wealth Management, LLC | 781 | $241.1K | 0.12% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 781 | $241.2K | 0.20% | 00.0% | Unchanged |
| Starfox Financial Services, LLC | 760 | $241.7K | 0.25% | 00.0% | Unchanged |
| Monument Capital Management | 783 | $241.8K | 0.08% | +68+9.5% | Added |
| Atlas Private Wealth Advisors | 783 | $241.8K | 0.11% | +50+6.8% | Added |
| Kozak & Associates, Inc. | 785 | $242.4K | 0.11% | −34−4.2% | Reduced |
| Chiron Capital Management, LLC | 786 | $242.7K | 0.17% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 787 | $243.0K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 787 | $243.2K | 0.15% | −1−0.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 788 | $243.3K | 0.18% | −85−9.7% | Reduced |
| Lifeworks Advisors, LLC | 788 | $243.3K | 0.12% | +788 | New |
| Warwick Investment Management, Inc. | 789 | $243.6K | 0.10% | +7+0.9% | Added |
| Notis-McConarty Edward | 790 | $243.9K | 0.10% | −10−1.3% | Reduced |
| Echo45 Advisors LLC | 790 | $243.9K | 0.20% | +44+5.9% | Added |
| USAdvisors Wealth Management, LLC | 790 | $244.0K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 795 | $245.5K | 0.17% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 796 | $245.8K | 0.24% | −458−36.5% | Reduced |
| Maltin Wealth Management, Inc. | 797 | $246.1K | 0.18% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 798 | $246.4K | 0.07% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 798 | $246.4K | 0.27% | +57+7.7% | Added |
| Cook Wealth Management Group LLC | 757 | $247.0K | 0.21% | +757 | New |
| ETF Store, Inc. | 762 | $247.1K | 0.19% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 808 | $249.5K | 0.07% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 809 | $249.8K | 0.32% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 810 | $250.1K | 0.17% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 813 | $251.0K | 0.28% | +101+14.2% | Added |
| West Michigan Advisors, LLC | 818 | $252.6K | 0.14% | +65+8.6% | Added |
| ML & R Wealth Management LLC | 820 | $253.2K | 0.07% | −121−12.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 820 | $253.2K | 0.07% | −3−0.4% | Reduced |
| Provident Investment Management, Inc. | 820 | $253.2K | 0.03% | 00.0% | Unchanged |
| Friedenthal Financial | 822 | $254.0K | 0.18% | +822 | New |
| Concorde Asset Management, LLC | 823 | $254.1K | 0.30% | −1,505−64.6% | Reduced |
| Avondale Wealth Management | 825 | $254.7K | 0.22% | −125−13.2% | Reduced |
| Peterson Wealth Advisors, LLC | 825 | $254.7K | 0.07% | −4−0.5% | Reduced |
| Community Bank, N.A. | 827 | $255.3K | 0.03% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 837 | $255.4K | 0.16% | +837 | New |
| NatWest Group plc | 827 | $255.4K | 0.14% | 00.0% | Unchanged |
| NFC Investments, LLC | 830 | $256.0K | 0.10% | −3,170−79.3% | Reduced |
| Smithbridge Asset Management Inc | 830 | $256.0K | 0.06% | −4−0.5% | Reduced |
| Goldstream Capital Management Ltd | 832 | $256.9K | 0.27% | +832 | New |
| Clark Financial Services Group Inc | 833 | $257.0K | 0.38% | −24−2.8% | Reduced |
| Windsor Capital Management, LLC | 833 | $257.2K | 0.09% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 834 | $257.4K | 0.22% | +69+9.0% | Added |
| DGS Capital Management, LLC | 837 | $258.4K | 0.14% | −49−5.5% | Reduced |
| West Wealth Group, LLC | 839 | $259.1K | 0.12% | −120−12.5% | Reduced |
| Exeter Financial, LLC | 830 | $259.5K | 0.13% | +81+10.8% | Added |
| Sutton Place Investors LLC | 841 | $259.7K | 0.35% | +19+2.3% | Added |
| Fortitude Advisory Group L.L.C. | 842 | $260.0K | 0.20% | −56−6.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 841 | $260.0K | 0.24% | 00.0% | Unchanged |
| LifePro Asset Management | 842 | $260.1K | 0.19% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 844 | $260.6K | 0.30% | −15−1.7% | Reduced |
| Zevin Asset Management LLC | 853 | $263.0K | 0.05% | −60−6.6% | Reduced |
| Ayrshire Capital Management LLC | 852 | $263.1K | 0.18% | 00.0% | Unchanged |
| Earnest Partners LLC | 859 | $265.2K | 0.00% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 860 | $265.5K | 0.06% | −100−10.4% | Reduced |
| Banco BTG Pactual S.A. | 833 | $266.4K | 0.12% | −2,103−71.6% | Reduced |
| Boyd Wealth Management, LLC | 863 | $266.5K | 0.18% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 864 | $266.8K | 0.10% | +864 | New |
| CCG Wealth Management, LLC | 865 | $267.1K | 0.18% | −622−41.8% | Reduced |
| Kaizen Financial Strategies | 870 | $268.6K | 0.26% | 00.0% | Unchanged |
| Bay Rivers Group | 870 | $268.6K | 0.23% | 00.0% | Unchanged |
| JDM Financial Group LLC | 871 | $268.9K | 0.25% | −75−7.9% | Reduced |
| St. Johns Investment Management Company, LLC | 871 | $268.9K | 0.16% | 00.0% | Unchanged |
| Arvest Trust Co N A | 873 | $269.6K | 0.02% | −210−19.4% | Reduced |
| Guidance Point Advisors, LLC | 873 | $269.6K | 0.11% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 874 | $269.9K | 0.22% | +874 | New |
| Future Financial Wealth Managment LLC | 871 | $270.3K | 0.30% | −267−23.5% | Reduced |
| Barings LLC | 876 | $270.5K | 0.01% | −135−13.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 878 | $271.1K | 0.02% | +878 | New |
| Allie Family Office LLC | 880 | $271.7K | 0.20% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 886 | $273.6K | 0.09% | −5,143−85.3% | Reduced |
| Arcadia Investment Management Corp | 887 | $273.9K | 0.06% | −214−19.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 895 | $274.0K | 0.01% | −1,620−64.4% | Reduced |
| Providence Capital Advisors, LLC | 889 | $274.5K | 0.07% | +54+6.5% | Added |
| Geometric Wealth Advisors | 844 | $275.3K | 0.10% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 892 | $275.6K | 0.18% | +14+1.6% | Added |
| Synergy Financial Group, LTD | 894 | $276.0K | 0.45% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 894 | $276.0K | 0.11% | +130+17.0% | Added |
| ELCO Management Co., LLC | 895 | $276.3K | 0.20% | 00.0% | Unchanged |
| Sentinus, LLC | 899 | $277.6K | 0.09% | +899 | New |
| Investment Advisory Services Inc | 900 | $277.9K | 0.14% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $277.9K | 0.27% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 900 | $278.0K | 0.09% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 901 | $278.2K | 0.17% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 863 | $278.4K | 0.06% | −308−26.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 903 | $278.8K | 0.11% | −20−2.2% | Reduced |
| AFS Financial Group, LLC | 904 | $279.1K | 0.19% | −183−16.8% | Reduced |
| Clearwater Capital Advisors, LLC | 910 | $281.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 910 | $281.0K | 0.19% | +160+21.3% | Added |
| Boston Common Asset Management, LLC | 911 | $281.0K | 0.01% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 914 | $282.2K | 0.27% | −1,072−54.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 914 | $282.2K | 0.15% | +914 | New |
| EdgeRock Capital LLC | 915 | $283.0K | 0.15% | +109+13.5% | Added |
| Steward Financial Group LLC | 919 | $283.0K | 0.09% | +165+21.9% | Added |