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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 918 | $283.5K | 0.21% | −170−15.6% | Reduced |
| Brickley Wealth Management | 919 | $283.8K | 0.08% | +18+2.0% | Added |
| Petix & Botte Co | 920 | $284.1K | 0.19% | +920 | New |
| Widmann Financial Services, Inc. | 921 | $284.4K | 0.29% | 00.0% | Unchanged |
| Americana Partners, LLC | 922 | $284.7K | 0.04% | +181+24.4% | Added |
| Kelly Financial Services LLC | 923 | $285.0K | 0.14% | +107+13.1% | Added |
| Abner Herrman & Brock LLC | 923 | $285.0K | 0.04% | −80−8.0% | Reduced |
| Builder Investment Group Inc | 925 | $285.6K | 0.12% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 926 | $285.9K | 0.20% | −118−11.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 927 | $286.2K | 0.04% | −34−3.5% | Reduced |
| Tfo-TDC, LLC | 928 | $286.5K | 0.06% | +920+11,500.0% | Added |
| Connors Investor Services Inc | 930 | $287.0K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 930 | $287.2K | 0.07% | 00.0% | Unchanged |
| Verum Partners LLC | 930 | $287.2K | 0.31% | +70+8.1% | Added |
| Wealth Management Solutions, LLC | 936 | $289.0K | 0.17% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 939 | $289.9K | 0.11% | −425−31.2% | Reduced |
| Better Money Decisions, LLC | 942 | $290.9K | 0.25% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 942 | $290.9K | 0.25% | +198+26.6% | Added |
| Heritage Wealth Management, Inc./Texas | 948 | $292.7K | 0.28% | −89−8.6% | Reduced |
| Chelsea Counsel Co | 949 | $293.0K | 0.14% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $293.3K | 0.21% | 00.0% | Unchanged |
| apricus wealth, LLC | 952 | $293.9K | 0.27% | +120+14.4% | Added |
| Divergent Planning, LLC | 954 | $294.6K | 0.17% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 955 | $294.9K | 0.44% | −175−15.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 957 | $295.0K | 0.16% | −68−6.6% | Reduced |
| Howe & Rusling Inc | 957 | $295.5K | 0.04% | −95−9.0% | Reduced |
| Meyer Handelman Co | 960 | $296.4K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 965 | $298.0K | 0.10% | −2−0.2% | Reduced |
| Fortis Capital Advisors, LLC | 966 | $298.3K | 0.16% | −30−3.0% | Reduced |
| First Business Financial Services, Inc. | 966 | $298.3K | 0.04% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 967 | $298.6K | 0.18% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 967 | $298.6K | 0.13% | +8+0.8% | Added |
| Elevated Capital Advisors, LLC | 971 | $299.7K | 0.11% | −46−4.5% | Reduced |
| Phillips Wealth Planners LLC | 908 | $299.8K | 0.40% | +908 | New |
| GDS Wealth Management | 973 | $300.4K | 0.05% | +15+1.6% | Added |
| Waypoint Wealth Partners Inc. | 973 | $300.5K | 0.11% | −11−1.1% | Reduced |
| RHS Financial, LLC | 974 | $300.7K | 0.23% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 975 | $301.1K | 0.16% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 975 | $301.1K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 975 | $301.1K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 977 | $301.7K | 0.21% | +27+2.8% | Added |
| Lane & Associates LLC | 977 | $301.7K | 0.27% | +39+4.2% | Added |
| LaSalle St. Investment Advisors, LLC | 979 | $302.0K | 0.13% | +150+18.1% | Added |
| Coyle Financial Counsel LLC | 981 | $302.9K | 0.14% | −70−6.7% | Reduced |
| Covenant Partners, LLC | 982 | $303.2K | 0.12% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 989 | $305.3K | 0.09% | −60−5.7% | Reduced |
| Clough Capital Partners L P | 990 | $305.7K | 0.03% | +430+76.8% | Added |
| Maryland Capital Advisors Inc. | 990 | $305.7K | 0.27% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 947 | $306.6K | 0.08% | −150−13.7% | Reduced |
| Seascape Capital Management | 995 | $307.0K | 0.16% | +19+1.9% | Added |
| HTG Investment Advisors, Inc. | 995 | $307.2K | 0.28% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $308.8K | 0.11% | 00.0% | Unchanged |
| Grace & White Inc | 1,000 | $308.8K | 0.06% | +1,000 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $309.1K | 0.00% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,003 | $309.7K | 0.26% | −44−4.2% | Reduced |
| Ruggaard & Associates LLC | 1,004 | $310.0K | 0.19% | +1,004 | New |
| Rainsberger Wealth Advisors, Inc. | 1,006 | $310.6K | 0.18% | −100−9.0% | Reduced |
| Burrus Financial Services, Inc. | 1,010 | $312.0K | 0.18% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,011 | $312.2K | 0.44% | +1,011 | New |
| Charles Schwab Investment Advisory, Inc. | 1,011 | $312.2K | 0.00% | −82−7.5% | Reduced |
| RF&L Wealth Management, LLC | 1,013 | $312.8K | 0.30% | +200+24.6% | Added |
| Affinia Financial Group, LLC | 961 | $313.3K | 0.23% | +40+4.3% | Added |
| Wealthstar Advisors, LLC | 1,016 | $313.7K | 0.13% | 00.0% | Unchanged |
| CKW Financial Group | 1,025 | $316.0K | 0.05% | 00.0% | Unchanged |
| Catalyst Wealth Management, LLC | 1,024 | $316.2K | 0.30% | +4+0.4% | Added |
| McMahon Financial Advisors, LLC | 1,027 | $317.1K | 0.10% | −6−0.6% | Reduced |
| Donald L. Hagan, LLC | 1,031 | $318.3K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 996 | $318.5K | 0.35% | −286−22.3% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,818 | $318.7K | 2.52% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,034 | $319.3K | 0.18% | +24+2.4% | Added |
| Lion Street Advisors, LLC | 1,038 | $320.5K | 0.10% | +1,038 | New |
| Raleigh Capital Management Inc. | 1,039 | $320.8K | 0.16% | +171+19.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,040 | $321.1K | 0.12% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 770 | $322.0K | 0.15% | +770 | New |
| West Paces Advisors Inc. | 1,044 | $322.4K | 0.10% | +29+2.9% | Added |
| Harvest Volatility Management LLC | 1,059 | $323.1K | 0.07% | −390−26.9% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,050 | $324.2K | 0.20% | +87+9.0% | Added |
| Westover Capital Advisors, LLC | 1,051 | $324.5K | 0.12% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,052 | $325.0K | 0.19% | +1,052 | New |
| Benchmark Investment Advisors LLC | 1,053 | $325.1K | 0.33% | −25−2.3% | Reduced |
| KWB Wealth | 1,055 | $325.9K | 0.06% | +50+5.0% | Added |
| Partners in Financial Planning | 1,057 | $326.4K | 0.09% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,058 | $326.7K | 0.21% | −35−3.2% | Reduced |
| Commonwealth Retirement Investments LLC | 1,059 | $327.0K | 0.19% | −10−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,064 | $328.5K | 0.21% | −190−15.2% | Reduced |
| Briaud Financial Planning, Inc | 1,066 | $329.0K | 0.31% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,066 | $329.1K | 0.07% | −65−5.7% | Reduced |
| Braun-Bostich & Associates Inc. | 1,068 | $329.8K | 0.78% | +6+0.6% | Added |
| Fairfield, Bush & Co. | 1,070 | $330.4K | 0.12% | −20−1.8% | Reduced |
| Park Place Capital Corp | 1,070 | $330.4K | 0.09% | +58+5.7% | Added |
| Kennedy Investment Group | 1,072 | $331.0K | 0.20% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,073 | $331.3K | 0.33% | +1,073 | New |
| Waycross Investment Management Co | 1,074 | $331.6K | 0.33% | −21−1.9% | Reduced |
| Miramar Capital, LLC | 1,077 | $332.5K | 0.09% | −182−14.5% | Reduced |
| Slocum, Gordon & Co LLP | 1,078 | $332.9K | 0.28% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,079 | $333.2K | 0.11% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,079 | $333.2K | 0.55% | +3+0.3% | Added |
| Signet Financial Management, LLC | 1,083 | $334.4K | 0.06% | −95−8.1% | Reduced |
| Brio Consultants, LLC | 1,088 | $335.9K | 0.06% | −69−6.0% | Reduced |
| Consilio Wealth Advisors, LLC | 1,088 | $335.9K | 0.19% | +127+13.2% | Added |