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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 1,252 | $386.7K | 0.24% | +106+9.2% | Added |
| Cooper/Haims Advisors, LLC | 1,253 | $386.9K | 0.31% | −627−33.4% | Reduced |
| Capula Management Ltd | 1,253 | $386.9K | 0.03% | −333−21.0% | Reduced |
| Roble, Belko & Company, Inc | 1,260 | $389.0K | 0.08% | −55−4.2% | Reduced |
| Morris Retirement Advisors, LLC | 1,262 | $389.6K | 0.28% | −199−13.6% | Reduced |
| Enzi Wealth | 1,205 | $390.2K | 0.20% | +5+0.4% | Added |
| Yoder Wealth Management, Inc. | 1,264 | $390.3K | 0.32% | +1,264 | New |
| Falcon Wealth Planning | 1,265 | $390.6K | 0.10% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,267 | $391.0K | 0.13% | −22−1.7% | Reduced |
| Ullmann Financial Group, Inc. | 1,268 | $391.5K | 0.09% | +70+5.8% | Added |
| AJ Advisors, LLC | 1,271 | $392.4K | 0.29% | −51−3.9% | Reduced |
| New Millennium Group LLC | 1,272 | $392.8K | 0.39% | −2,906−69.6% | Reduced |
| AlphaQ Advisors LLC | 1,274 | $393.4K | 0.33% | −135−9.6% | Reduced |
| Total Investment Management Inc | 1,274 | $393.4K | 0.08% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,275 | $393.7K | 0.52% | +1,275 | New |
| Raffa Wealth Management, LLC | 1,278 | $394.6K | 0.14% | +613+92.2% | Added |
| Almanack Investment Partners, LLC. | 1,279 | $394.9K | 0.08% | −1,401−52.3% | Reduced |
| Stone Point Wealth LLC | 1,279 | $394.9K | 0.18% | −76−5.6% | Reduced |
| Sentinel Trust Co Lba | 1,280 | $395.0K | 0.06% | +500+64.1% | Added |
| Crestmont Private Wealth LLC | 1,283 | $396.2K | 0.26% | +41+3.3% | Added |
| Convergence Financial, LLC | 1,284 | $396.5K | 0.29% | +109+9.3% | Added |
| Syntegra Private Wealth Group, LLC | 1,285 | $396.8K | 0.07% | +10+0.8% | Added |
| Mattern Capital Management, LLC | 1,285 | $396.8K | 0.07% | +45+3.6% | Added |
| CBIZ Investment Advisory Services, LLC | 1,285 | $396.8K | 0.03% | +1,285 | New |
| Trevian Wealth Management LLC | 1,287 | $397.0K | 0.37% | +11+0.9% | Added |
| Aspen Wealth Strategies, LLC | 1,286 | $397.1K | 0.31% | −16−1.2% | Reduced |
| Domani Wealth, LLC | 1,291 | $398.6K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,293 | $399.0K | 0.19% | −121−8.6% | Reduced |
| Willow Creek Wealth Management Inc. | 1,293 | $399.2K | 0.06% | −1−0.1% | Reduced |
| Cohen Capital Management, Inc. | 1,294 | $399.5K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,296 | $400.2K | 0.03% | −3,012−69.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,303 | $402.3K | 0.19% | −100−7.1% | Reduced |
| Indie Asset Partners, LLC | 1,304 | $402.6K | 0.47% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 1,305 | $402.9K | 0.30% | +15+1.2% | Added |
| American Institute for Advanced Investment Management, LLP | 1,309 | $404.2K | 0.43% | −212−13.9% | Reduced |
| Global Financial Private Client, LLC | 1,306 | $405.3K | 0.21% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,313 | $405.5K | 0.20% | +30+2.3% | Added |
| GFI Investment Counsel Ltd. | 1,314 | $405.7K | 0.07% | +1,314 | New |
| Riversedge Advisors, LLC | 1,316 | $406.3K | 0.12% | +520+65.3% | Added |
| Banco de Sabadell, S.A | 1,331 | $408.0K | 0.34% | +422+46.4% | Added |
| Portfolio Strategies, Inc. | 1,322 | $408.2K | 0.08% | +39+3.0% | Added |
| Mendel Money Management | 1,325 | $409.1K | 0.22% | −53−3.8% | Reduced |
| Highlander Partners, L.P. | 1,325 | $409.1K | 0.55% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,325 | $409.1K | 0.13% | +1,325 | New |
| Aspire Wealth Management Corp | 1,326 | $409.4K | 0.33% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,249 | $410.4K | 0.28% | −280−18.3% | Reduced |
| Private Capital Advisors, Inc. | 1,331 | $411.0K | 0.08% | +156+13.3% | Added |
| CSS LLC | 1,333 | $411.6K | 0.03% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $412.5K | 0.18% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,339 | $413.4K | 0.29% | −2−0.1% | Reduced |
| Pinnacle Family Advisors, LLC | 1,341 | $414.1K | 0.25% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,346 | $415.6K | 0.32% | −49−3.5% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $415.6K | 0.02% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,347 | $415.9K | 0.16% | +550+69.0% | Added |
| Anson Capital, Inc. | 1,349 | $416.5K | 0.67% | −120−8.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,349 | $416.5K | 0.11% | +1,349 | New |
| Bonness Enterprises Inc | 1,350 | $416.8K | 0.19% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,350 | $416.8K | 0.08% | −10−0.7% | Reduced |
| BTC Capital Management, Inc. | 1,355 | $418.4K | 0.05% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,357 | $419.0K | 0.16% | −105−7.2% | Reduced |
| Manchester Financial Inc | 1,359 | $419.6K | 0.12% | +28+2.1% | Added |
| Chesley Taft & Associates LLC | 1,360 | $419.9K | 0.03% | +70+5.4% | Added |
| Fortune 45 LLC | 1,362 | $420.5K | 0.42% | +1,362 | New |
| Epic Trust Investment Advisors, LLC | 1,363 | $420.9K | 0.53% | −98−6.7% | Reduced |
| Diversified Portfolios, Inc. | 1,364 | $421.2K | 0.09% | −500−26.8% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,370 | $423.0K | 0.28% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,375 | $424.6K | 0.03% | +1+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,375 | $424.6K | 0.39% | +146+11.9% | Added |
| Arcadia Wealth Management, LLC | 1,376 | $424.9K | 0.35% | +1,376 | New |
| Cape Ann Savings Bank | 1,378 | $425.5K | 0.30% | −60−4.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,379 | $425.8K | 0.20% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,379 | $425.8K | 0.44% | +60+4.5% | Added |
| Cowa, LLC | 1,380 | $426.1K | 0.35% | −134−8.9% | Reduced |
| Ade, LLC | 1,380 | $426.1K | 0.31% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,381 | $426.4K | 0.19% | +25+1.8% | Added |
| Davidson Trust Co | 1,382 | $426.7K | 0.33% | +472+51.9% | Added |
| Harvest Investment Services, LLC | 1,383 | $427.0K | 0.33% | −250−15.3% | Reduced |
| Alpha Financial Partners, LLC | 1,391 | $429.5K | 0.48% | −254−15.4% | Reduced |
| Defined Wealth Management, LLC | 1,398 | $431.7K | 0.40% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,400 | $432.3K | 0.49% | 00.0% | Unchanged |
| Centennial Bank | 1,400 | $432.3K | 0.28% | −50−3.4% | Reduced |
| Carr Financial Group Corp | 1,405 | $433.8K | 0.19% | −533−27.5% | Reduced |
| Northcape Wealth Management, LLC | 1,405 | $433.8K | 0.16% | +1,405 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $434.4K | 0.30% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,407 | $434.4K | 0.34% | 00.0% | Unchanged |
| Navalign, LLC | 1,408 | $434.7K | 0.18% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,409 | $435.1K | 0.18% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,412 | $436.0K | 0.25% | −148−9.5% | Reduced |
| Source Financial Advisors LLC | 1,412 | $436.0K | 0.15% | +450+46.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,413 | $436.4K | 0.22% | +17+1.2% | Added |
| Sterling Financial Group, Inc. | 1,413 | $436.5K | 0.33% | 00.0% | Unchanged |
| FC Advisory LLC | 1,415 | $436.9K | 0.19% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,414 | $437.0K | 0.20% | −15−1.0% | Reduced |
| Mayport, LLC | 1,416 | $437.2K | 0.27% | +81+6.1% | Added |
| IVC Wealth Advisors LLC | 1,417 | $437.5K | 0.31% | −1−0.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,420 | $438.0K | 0.18% | +1,420 | New |
| OneAscent Financial Services LLC | 1,422 | $439.0K | 0.18% | −6−0.4% | Reduced |
| Financial Advisors, LLC | 1,422 | $439.1K | 0.11% | +200+16.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,424 | $439.7K | 0.32% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,425 | $440.0K | 0.32% | 00.0% | Unchanged |