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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 1,691 | $522.1K | 0.10% | −38−2.2% | Reduced |
| Mechanics Financial Corp | 1,695 | $523.4K | 0.30% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,698 | $524.3K | 0.33% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 1,700 | $524.9K | 0.11% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,706 | $526.8K | 0.23% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $527.7K | 0.42% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,709 | $527.7K | 0.28% | +272+18.9% | Added |
| Archetype Wealth Partners | 1,712 | $529.0K | 0.11% | +137+8.7% | Added |
| Twin Focus Capital Partners, LLC | 1,715 | $529.5K | 0.11% | +23+1.4% | Added |
| ICONIQ Capital, LLC | 1,720 | $531.1K | 0.01% | 00.0% | Unchanged |
| True Capital Management | 1,721 | $531.4K | 0.36% | +100+6.2% | Added |
| Mountain Capital Investment Advisors, Inc | 1,675 | $532.7K | 0.23% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,727 | $533.0K | 0.09% | −503−22.6% | Reduced |
| Redwood Financial Network Corp | 1,730 | $534.0K | 0.54% | +16+0.9% | Added |
| PCA Investment Advisory Services Inc. | 1,738 | $536.6K | 0.38% | +1,738 | New |
| Family Investment Center, Inc. | 1,745 | $538.8K | 0.37% | −50−2.8% | Reduced |
| Unionview, LLC | 1,746 | $539.1K | 0.51% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,750 | $540.0K | 0.07% | −1,740−49.9% | Reduced |
| Beacon Financial Advisory LLC | 1,756 | $542.1K | 0.34% | +2+0.1% | Added |
| Twelve Points Wealth Management LLC | 1,756 | $542.2K | 0.31% | −200−10.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,762 | $544.1K | 0.12% | +253+16.8% | Added |
| Washburn Capital Management, Inc. | 1,763 | $544.4K | 0.47% | −190−9.7% | Reduced |
| Cassia Capital Partners, LLC | 1,763 | $544.4K | 0.44% | −21−1.2% | Reduced |
| Planning Alternatives Ltd | 1,764 | $544.7K | 0.11% | +844+91.7% | Added |
| Royal Fund Management, LLC | 1,769 | $546.2K | 0.08% | −56−3.1% | Reduced |
| Phillips Financial Management, LLC | 1,772 | $547.1K | 0.05% | +29+1.7% | Added |
| Francis Financial, Inc. | 1,773 | $547.5K | 0.37% | −329−15.7% | Reduced |
| Capital Square, LLC | 1,755 | $548.5K | 0.51% | −847−32.6% | Reduced |
| Selway Asset Management | 1,780 | $549.6K | 0.26% | −505−22.1% | Reduced |
| West Bancorporation Inc | 1,780 | $549.6K | 0.42% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,781 | $549.9K | 0.27% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 1,789 | $552.4K | 0.04% | −11−0.6% | Reduced |
| Caerus Investment Advisors, LLC | 1,791 | $553.0K | 0.64% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,796 | $554.5K | 0.33% | +54+3.1% | Added |
| HF Advisory Group, LLC | 1,797 | $554.9K | 0.49% | +503+38.9% | Added |
| Carl P. Sherr & Co., LLC | 1,798 | $555.2K | 0.40% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,799 | $555.5K | 0.30% | −315−14.9% | Reduced |
| Adell Harriman & Carpenter Inc | 1,801 | $556.3K | 0.06% | +67+3.9% | Added |
| Truadvice, LLC | 1,697 | $557.5K | 0.22% | −181−9.6% | Reduced |
| Clay Northam Wealth Management, LLC | 1,806 | $557.6K | 0.57% | −9−0.5% | Reduced |
| HBC Financial Services, PLLC | 1,725 | $558.0K | 0.42% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,809 | $558.6K | 1.13% | −894−33.1% | Reduced |
| Algert Global LLC | 1,809 | $558.6K | 0.03% | 00.0% | Unchanged |
| Cedrus LLC | 1,809 | $558.6K | 0.39% | +83+4.8% | Added |
| Riverview Trust Co | 1,811 | $559.2K | 0.51% | −101−5.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,819 | $561.7K | 0.54% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,820 | $562.0K | 0.02% | −108−5.6% | Reduced |
| Campion Asset Management LLC | 1,820 | $562.0K | 0.53% | +95+5.5% | Added |
| MBA Advisors LLC | 1,822 | $562.6K | 0.35% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,822 | $562.6K | 0.47% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,823 | $562.9K | 0.05% | +1,823 | New |
| Rempart Asset Management Inc. | 1,824 | $563.2K | 0.12% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,824 | $563.2K | 0.39% | −49−2.6% | Reduced |
| Wealthstream Advisors, Inc. | 1,829 | $564.7K | 0.34% | +177+10.7% | Added |
| Insight Folios Inc | 1,833 | $566.0K | 0.25% | −29−1.6% | Reduced |
| VERITY Wealth Advisors | 1,833 | $566.0K | 0.52% | +41+2.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $566.3K | 0.65% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,835 | $566.6K | 0.36% | −700−27.6% | Reduced |
| Port Capital LLC | 1,835 | $567.0K | 0.04% | −8−0.4% | Reduced |
| Shore Point Advisors, LLC | 1,840 | $568.1K | 0.43% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,843 | $569.1K | 0.25% | −450−19.6% | Reduced |
| Diamant Asset Management, Inc. | 1,845 | $569.7K | 0.47% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,846 | $570.0K | 0.22% | +250+15.7% | Added |
| Day & Ennis, LLC | 1,848 | $570.6K | 0.21% | +1+0.1% | Added |
| Rinkey Investments | 1,851 | $571.5K | 0.30% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,852 | $572.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,853 | $572.2K | 0.31% | −2,143−53.6% | Reduced |
| Coastal Capital Group, Inc. | 1,858 | $573.7K | 0.13% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,862 | $574.9K | 0.42% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,866 | $576.2K | 0.32% | +19+1.0% | Added |
| Northern Financial Advisors Inc | 1,867 | $576.5K | 0.54% | +1,867 | New |
| LJI Wealth Management, LLC | 1,869 | $577.1K | 0.18% | +50+2.7% | Added |
| Leisure Capital Management | 1,869 | $577.1K | 0.33% | −77−4.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $577.4K | 0.28% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,870 | $577.4K | 0.29% | −100−5.1% | Reduced |
| Flynn Zito Capital Management, LLC | 1,872 | $578.0K | 0.42% | −100−5.1% | Reduced |
| Lam Group, Inc. | 1,873 | $578.3K | 0.57% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 1,883 | $581.4K | 0.02% | −89−4.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,883 | $581.4K | 0.14% | +580+44.5% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $582.0K | 0.95% | 00.0% | Unchanged |
| DDFG, Inc | 1,886 | $582.3K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,887 | $582.6K | 0.19% | −52−2.7% | Reduced |
| Eclectic Associates Inc | 1,888 | $583.0K | 0.30% | +222+13.3% | Added |
| Ulland Investment Advisors, LLC | 1,888 | $583.0K | 0.69% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,891 | $583.9K | 0.00% | −358,998−99.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,891 | $584.1K | 0.14% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,894 | $584.8K | 0.31% | −90−4.5% | Reduced |
| Paragon Financial Partners, Inc. | 1,895 | $585.1K | 0.61% | +18+1.0% | Added |
| Von Berge Wealth Management Group, LLC | 1,886 | $585.2K | 0.52% | −3−0.2% | Reduced |
| Consilium Wealth Advisory, LLC | 1,897 | $585.7K | 0.50% | −236−11.1% | Reduced |
| Jentner Corp | 1,901 | $587.0K | 0.40% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,905 | $588.2K | 0.35% | −49−2.5% | Reduced |
| United Bank | 1,906 | $588.5K | 0.08% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,911 | $590.1K | 0.48% | +37+2.0% | Added |
| Onyx Bridge Wealth Group LLC | 1,912 | $590.4K | 0.24% | −251−11.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,913 | $590.7K | 0.14% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,914 | $591.0K | 0.39% | −37−1.9% | Reduced |
| Triad Financial Advisors, Inc. | 1,917 | $591.9K | 0.26% | −1,004−34.4% | Reduced |
| Rodgers Brothers Inc. | 1,918 | $592.2K | 0.11% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,921 | $593.1K | 0.59% | 00.0% | Unchanged |