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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 1,426 | $440.3K | 0.16% | −5−0.3% | Reduced |
| Schiavi & Co LLC | 1,428 | $440.9K | 0.19% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,429 | $441.2K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,440 | $444.6K | 0.13% | −13−0.9% | Reduced |
| M. Kulyk & Associates, LLC | 1,441 | $444.9K | 0.13% | −39−2.6% | Reduced |
| JGP Wealth Management, LLC | 1,441 | $445.0K | 0.08% | +59+4.3% | Added |
| Meridian Management Co | 1,444 | $445.9K | 0.15% | +12+0.8% | Added |
| Pacitti Group Inc. | 1,448 | $447.1K | 0.33% | +146+11.2% | Added |
| Guild Investment Management, Inc. | 1,450 | $447.7K | 0.69% | 00.0% | Unchanged |
| Act Two Investors LLC | 1,452 | $448.3K | 0.18% | +1,452 | New |
| MJP Associates Inc | 1,453 | $448.6K | 0.14% | −2,639−64.5% | Reduced |
| 44 Wealth Management LLC | 1,454 | $449.0K | 0.15% | +9+0.6% | Added |
| Noesis Capital Mangement Corp | 1,455 | $449.0K | 0.11% | −18−1.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,456 | $449.6K | 0.03% | +500+52.3% | Added |
| Gries Financial LLC | 1,459 | $450.5K | 0.13% | +476+48.4% | Added |
| Logan Capital Management Inc | 1,462 | $451.4K | 0.02% | −46−3.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 1,473 | $454.8K | 0.24% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $455.4K | 0.14% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,479 | $456.7K | 0.72% | −180−10.8% | Reduced |
| Schwab Charitable Fund | 1,480 | $457.0K | 0.04% | 00.0% | Unchanged |
| Community Bank of Raymore | 1,480 | $457.0K | 0.17% | +1,480 | New |
| Hyperion Partners, LLC | 1,482 | $457.6K | 0.41% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,482 | $457.6K | 0.20% | +20+1.4% | Added |
| Monograph Wealth Advisors, LLC | 1,485 | $458.5K | 0.11% | −231−13.5% | Reduced |
| Shoker Investment Counsel, Inc. | 1,489 | $459.8K | 0.20% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,490 | $460.1K | 0.18% | +100+7.2% | Added |
| New England Capital Financial Advisors LLC | 1,491 | $460.4K | 0.33% | +14+0.9% | Added |
| Northern Oak Wealth Management Inc | 1,493 | $461.0K | 0.06% | +63+4.4% | Added |
| Corton Capital Inc. | 1,496 | $461.9K | 0.32% | −505−25.2% | Reduced |
| Truefg, LLC | 1,499 | $462.8K | 0.21% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,500 | $463.2K | 0.03% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $463.2K | 0.19% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $463.2K | 0.26% | 00.0% | Unchanged |
| Coerente Capital Management | 1,502 | $463.8K | 0.10% | −90−5.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,503 | $464.1K | 0.30% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 1,503 | $464.1K | 0.37% | +11+0.7% | Added |
| KRS Capital Management, LLC | 1,503 | $464.1K | 0.52% | +12+0.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,504 | $464.4K | 0.09% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 1,507 | $465.3K | 0.46% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,510 | $466.0K | 0.33% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,520 | $469.3K | 0.14% | −220−12.6% | Reduced |
| RIA Advisory Group LLC | 1,520 | $469.3K | 0.22% | −72−4.5% | Reduced |
| Great Waters Wealth Management | 1,448 | $469.6K | 0.10% | −70−4.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,521 | $469.6K | 0.43% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 1,524 | $470.6K | 0.15% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,528 | $471.8K | 0.19% | +196+14.7% | Added |
| BKA Wealth Consulting, Inc. | 1,513 | $472.8K | 0.85% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,532 | $473.0K | 0.31% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 1,537 | $474.6K | 0.13% | +6+0.4% | Added |
| KFG Wealth Management, LLC | 1,493 | $474.8K | 0.33% | 00.0% | Unchanged |
| First International Bank & Trust | 1,539 | $475.2K | 0.16% | +623+68.0% | Added |
| Millennium Capital Advisors, LLC | 1,541 | $475.8K | 0.43% | +16+1.0% | Added |
| Blue Edge Capital, LLC | 1,548 | $478.0K | 0.10% | +385+33.1% | Added |
| Strategic Financial Concepts, LLC | 1,549 | $478.3K | 0.19% | +1,549 | New |
| Barber Financial Group, Inc. | 1,553 | $479.6K | 0.08% | +190+13.9% | Added |
| Page Arthur B | 1,555 | $480.1K | 0.45% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,559 | $481.5K | 0.38% | +57+3.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,562 | $482.3K | 0.35% | +144+10.2% | Added |
| Brand Asset Management Group, Inc. | 1,572 | $485.4K | 0.24% | +6+0.4% | Added |
| Transparent Wealth Partners LLC | 1,576 | $486.6K | 0.36% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,578 | $487.2K | 0.37% | −75−4.5% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $487.9K | 0.29% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,582 | $488.5K | 0.13% | −33−2.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,584 | $489.1K | 0.15% | +211+15.4% | Added |
| Stony Point Wealth Management Inc. | 1,585 | $489.4K | 0.25% | −155−8.9% | Reduced |
| Carmel Capital Partners, LLC | 1,590 | $490.9K | 0.29% | +71+4.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $491.0K | 0.04% | −48−2.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,594 | $491.3K | 0.05% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,600 | $494.0K | 0.29% | −25−1.5% | Reduced |
| Motive Wealth Advisors | 1,601 | $494.3K | 0.54% | −207−11.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,606 | $495.9K | 0.06% | +879+120.9% | Added |
| William Allan, LLC | 1,607 | $496.2K | 0.39% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,608 | $496.5K | 0.92% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,505 | $496.9K | 0.06% | +28+1.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,609 | $497.0K | 0.51% | +188+13.2% | Added |
| Trustco Bank Corp N Y | 1,614 | $498.4K | 0.55% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,625 | $501.8K | 0.05% | +338+26.3% | Added |
| BCS Wealth Management | 1,627 | $502.0K | 0.23% | −3,249−66.6% | Reduced |
| FMB Wealth Management | 1,635 | $504.8K | 0.60% | −126−7.2% | Reduced |
| 1620 Investment Advisors, Inc. | 1,637 | $505.5K | 0.61% | +7+0.4% | Added |
| Matisse Capital | 1,640 | $506.4K | 0.33% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,644 | $507.6K | 0.16% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $507.6K | 1.46% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,646 | $508.2K | 0.46% | −2−0.1% | Reduced |
| Highview Capital Management LLC | 1,650 | $509.5K | 0.29% | +97+6.2% | Added |
| Continental Investors Services, Inc. | 1,650 | $509.5K | 1.44% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,655 | $511.0K | 0.36% | +379+29.7% | Added |
| FWL Investment Management, LLC | 1,658 | $511.9K | 0.38% | +39+2.4% | Added |
| Progressive Investment Management Corp | 1,660 | $512.6K | 0.17% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,661 | $512.9K | 0.16% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,661 | $512.9K | 0.16% | +1,661 | New |
| McClarren Financial Advisors, Inc. | 1,672 | $513.0K | 0.47% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,669 | $515.3K | 0.27% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,670 | $515.6K | 0.08% | +285+20.6% | Added |
| Duncker Streett & Co Inc | 1,670 | $515.6K | 0.12% | −1,212−42.1% | Reduced |
| Vantage Consulting Group Inc | 1,678 | $518.1K | 0.29% | −2−0.1% | Reduced |
| Syntax Advisors, LLC | 1,678 | $518.1K | 0.39% | −2−0.1% | Reduced |
| Sawgrass Asset Management LLC | 1,682 | $519.4K | 0.07% | −47−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 1,686 | $520.6K | 0.30% | +27+1.6% | Added |
| Sanders Morris Harris LLC | 1,686 | $520.6K | 0.18% | +1,686 | New |