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
- 1,369 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 | 4,928 | $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 |
|---|---|---|---|---|---|
| Consilio Wealth Advisors, LLC | 1,088 | $335.9K | 0.19% | +127+13.2% | Added |
| One + One Wealth Management, LLC | 1,089 | $336.3K | 0.24% | −30−2.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,090 | $336.6K | 0.29% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,090 | $336.6K | 0.30% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,091 | $336.9K | 0.07% | −101−8.5% | Reduced |
| Vantage Financial Partners, LLC | 1,093 | $337.5K | 0.13% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,095 | $338.1K | 0.36% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,095 | $338.1K | 0.23% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,095 | $338.1K | 0.32% | +15+1.4% | Added |
| San Luis Wealth Advisors LLC | 1,099 | $339.0K | 0.13% | +1,099 | New |
| Stonehearth Capital Management, LLC | 1,099 | $339.3K | 0.18% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,099 | $339.3K | 0.27% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,100 | $339.6K | 0.36% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,100 | $339.6K | 0.15% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $339.6K | 0.27% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 1,100 | $339.6K | 0.17% | +1,100 | New |
| Trustees of Columbia University in the City of New York | 1,100 | $339.6K | 0.61% | 00.0% | Unchanged |
| Madden Securities Corp | 1,102 | $340.3K | 0.18% | 00.0% | Unchanged |
| Whitford Management LLC | 1,104 | $340.7K | 0.43% | −1,499−57.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,104 | $340.9K | 0.24% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,105 | $341.2K | 0.16% | −46−4.0% | Reduced |
| Bellevue Asset Management, LLC | 1,107 | $341.8K | 0.23% | +3+0.3% | Added |
| Wealth Advisors, Inc. | 1,091 | $342.2K | 0.16% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,109 | $342.4K | 0.11% | +1,109 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,115 | $344.2K | 0.07% | +22+2.0% | Added |
| Conestoga Capital Advisors, LLC | 1,115 | $344.3K | 0.01% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,116 | $344.6K | 0.27% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,121 | $346.1K | 0.11% | +196+21.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,124 | $347.0K | 0.12% | −10−0.9% | Reduced |
| Capital Insight Partners, LLC | 1,124 | $347.1K | 0.08% | +250+28.6% | Added |
| McGuire Investment Group, LLC | 1,129 | $348.6K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,130 | $348.9K | 0.16% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,132 | $349.5K | 0.35% | −34−2.9% | Reduced |
| MBB Public Markets I LLC | 1,135 | $350.5K | 0.02% | −1,295−53.3% | Reduced |
| Aletheian Wealth Advisors LLC | 1,136 | $350.8K | 0.31% | −2,927−72.0% | Reduced |
| Citizens & Northern Corp | 1,136 | $350.8K | 0.14% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,131 | $351.1K | 0.27% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,140 | $352.0K | 0.26% | −23−2.0% | Reduced |
| US Asset Management LLC | 1,139 | $352.0K | 0.36% | −8−0.7% | Reduced |
| Cherrydale Wealth Management, LLC | 1,141 | $352.3K | 0.27% | −1−0.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,141 | $352.3K | 0.10% | +94+9.0% | Added |
| Ballew Advisors, Inc | 1,055 | $352.5K | 0.26% | −23−2.1% | Reduced |
| Collaborative Wealth Managment Inc. | 1,142 | $352.6K | 0.22% | −53−4.4% | Reduced |
| Covestor Ltd | 1,143 | $353.0K | 0.31% | −2,108−64.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,146 | $353.9K | 0.65% | +1,146 | New |
| Brainard Capital Management LLC | 1,147 | $354.2K | 0.27% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 1,148 | $354.5K | 0.10% | 00.0% | Unchanged |
| Accel Wealth Management | 1,152 | $355.7K | 0.15% | +137+13.5% | Added |
| Cyndeo Wealth Partners, LLC | 1,154 | $356.3K | 0.04% | −108−8.6% | Reduced |
| Capital Investment Counsel, Inc | 1,164 | $359.4K | 0.08% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,164 | $359.4K | 0.19% | +1,063+96.5% | Added |
| Sunburst Financial Group, LLC | 1,165 | $359.7K | 0.13% | +1+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,167 | $360.3K | 0.14% | +5+0.4% | Added |
| Peddock Capital Advisors, LLC | 1,168 | $360.6K | 0.13% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,169 | $361.0K | 0.06% | −3−0.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,168 | $361.0K | 0.27% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $363.1K | 0.20% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,176 | $363.1K | 0.09% | +311+36.0% | Added |
| Midwest Professional Planners, LTD. | 1,180 | $364.3K | 0.18% | −31−2.6% | Reduced |
| Brogan Financial, Inc. | 1,180 | $364.3K | 0.31% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,181 | $364.7K | 0.18% | −15−1.3% | Reduced |
| Leeward Financial Partners, LLC | 1,184 | $365.6K | 0.22% | −8−0.7% | Reduced |
| Gould Asset Management LLC | 1,185 | $365.9K | 0.10% | −60−4.8% | Reduced |
| Financial Council Asset Management Inc | 1,187 | $366.5K | 0.30% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,194 | $368.7K | 0.30% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,194 | $368.7K | 0.28% | +149+14.3% | Added |
| American State Bank (Iowa) | 1,194 | $368.7K | 0.27% | +290+32.1% | Added |
| Dividend Assets Capital, LLC | 1,194 | $369.0K | 0.08% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 1,196 | $369.3K | 0.10% | −379−24.1% | Reduced |
| United Capital Management of KS, Inc. | 1,199 | $370.2K | 0.14% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,200 | $370.5K | 0.14% | −200−14.3% | Reduced |
| Axq Capital, LP | 1,200 | $370.5K | 0.15% | +1,200 | New |
| Massachusetts Wealth Management | 1,205 | $372.1K | 0.38% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,214 | $374.8K | 0.14% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,215 | $375.0K | 0.22% | +7+0.6% | Added |
| Consolidated Planning Corp | 1,215 | $375.2K | 0.10% | −83−6.4% | Reduced |
| Fusion Capital, LLC | 1,216 | $375.4K | 0.21% | +100+9.0% | Added |
| Fusion Family Wealth LLC | 1,216 | $375.5K | 0.05% | −95−7.2% | Reduced |
| Souders Financial Advisors | 1,218 | $376.1K | 0.08% | +2+0.2% | Added |
| R. W. Roge & Company, Inc. | 1,221 | $377.0K | 0.24% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,221 | $377.0K | 0.07% | −2−0.2% | Reduced |
| Client 1st Advisory Group, LLC | 1,221 | $377.0K | 0.20% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,227 | $378.9K | 0.17% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $379.2K | 0.06% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 1,228 | $379.2K | 0.46% | −619−33.5% | Reduced |
| TCP Asset Management, LLC | 1,230 | $379.8K | 0.21% | +150+13.9% | Added |
| Clear Creek Financial Management, LLC | 1,232 | $380.4K | 0.07% | −317−20.5% | Reduced |
| Crestone Asset Management LLC | 1,236 | $381.6K | 0.08% | 00.0% | Unchanged |
| XR Securities LLC | 1,237 | $381.9K | 0.54% | +1,237 | New |
| MTM Investment Management, LLC | 1,239 | $382.6K | 0.20% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,240 | $382.9K | 0.13% | −10−0.8% | Reduced |
| Hallmark Capital Management Inc | 1,240 | $382.9K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,240 | $382.9K | 0.10% | +42+3.5% | Added |
| RBF Capital, LLC | 1,241 | $383.2K | 0.03% | 00.0% | Unchanged |
| L & S Advisors Inc | 1,241 | $383.2K | 0.05% | +386+45.1% | Added |
| Resource Planning Group | 1,250 | $386.0K | 0.31% | −572−31.4% | Reduced |
| ABLE Financial Group, LLC | 1,250 | $386.0K | 0.25% | +1,250 | New |
| Nelson Capital Management, LLC | 1,251 | $386.3K | 0.11% | +4+0.3% | Added |
| Human Investing LLC | 1,251 | $386.3K | 0.09% | +10+0.8% | Added |
| Goodman Financial Corp | 1,252 | $386.6K | 0.11% | 00.0% | Unchanged |