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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 1,927 | $595.0K | 0.09% | +25+1.3% | Added |
| McCollum Christoferson Group LLC | 1,930 | $595.9K | 0.18% | +1,930 | New |
| Winslow Asset Management Inc | 1,929 | $596.0K | 0.14% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,935 | $597.5K | 0.65% | −100−4.9% | Reduced |
| Aua Capital Management, LLC | 1,945 | $600.6K | 0.41% | 00.0% | Unchanged |
| Delaney Dennis R | 1,945 | $600.6K | 0.51% | 00.0% | Unchanged |
| Dempze Nancy E | 1,946 | $600.9K | 0.55% | −25−1.3% | Reduced |
| Emerald Advisors, LLC | 1,948 | $601.5K | 0.16% | +12+0.6% | Added |
| WestHill Financial Advisors, Inc. | 1,949 | $601.8K | 0.18% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $602.1K | 0.57% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 1,951 | $602.4K | 0.46% | −113−5.5% | Reduced |
| Choice Wealth Advisors, LLC | 1,952 | $602.7K | 0.44% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,952 | $602.7K | 0.14% | +977+100.2% | Added |
| Permit Capital, LLC | 1,960 | $605.2K | 0.23% | −555−22.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,961 | $605.5K | 0.15% | +78+4.1% | Added |
| Triune Financial Partners, LLC | 1,963 | $606.0K | 0.27% | +50+2.6% | Added |
| Country Trust Bank | 1,965 | $606.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,976 | $610.1K | 0.18% | −12−0.6% | Reduced |
| Cidel Asset Management Inc | 1,977 | $610.4K | 0.03% | +5+0.3% | Added |
| Landaas & Co | 1,980 | $611.0K | 0.30% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,981 | $611.7K | 0.13% | +21+1.1% | Added |
| Verus Financial Partners, Inc. | 1,913 | $612.2K | 0.08% | +32+1.7% | Added |
| Trillium Asset Management, LLC | 1,865 | $613.0K | 0.02% | −2,272−54.9% | Reduced |
| Taylor Hoffman Wealth Management | 1,992 | $615.1K | 0.34% | −25−1.2% | Reduced |
| EWG Elevate Inc. | 1,994 | $615.7K | 0.26% | +102+5.4% | Added |
| McNaughton Wealth Management, LLC | 1,996 | $616.3K | 0.41% | +21+1.1% | Added |
| Greenhouse Wealth Management, LLC | 1,998 | $616.9K | 0.58% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,000 | $617.5K | 0.09% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $617.5K | 0.55% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,001 | $617.8K | 0.24% | −875−30.4% | Reduced |
| Affinity Investment Advisors, LLC | 2,003 | $618.5K | 0.33% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,010 | $620.6K | 0.17% | −7−0.3% | Reduced |
| Quattro Financial Advisors LLC | 2,010 | $620.6K | 0.25% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 2,010 | $620.6K | 0.09% | 00.0% | Unchanged |
| McAdam, LLC | 2,010 | $620.6K | 0.06% | +524+35.3% | Added |
| Angeles Investment Advisors, LLC | 2,021 | $624.0K | 0.05% | +1,169+137.2% | Added |
| Campbell Wealth Management | 2,031 | $627.0K | 0.08% | +206+11.3% | Added |
| Resource Consulting Group Inc | 2,036 | $628.7K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,037 | $629.0K | 0.02% | −205−9.1% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $629.0K | 0.26% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,038 | $629.3K | 0.14% | −47−2.3% | Reduced |
| Mayar Capital Ltd. | 2,038 | $629.3K | 0.53% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,038 | $629.3K | 0.35% | +145+7.7% | Added |
| Access Financial Services, Inc. | 2,043 | $630.8K | 0.38% | −200−8.9% | Reduced |
| Beacon Capital Management, LLC | 2,043 | $630.8K | 0.18% | −10.0% | Reduced |
| Centric Wealth Management | 2,047 | $632.1K | 0.27% | −10.0% | Reduced |
| Aveo Capital Partners, LLC | 2,047 | $632.1K | 0.08% | +216+11.8% | Added |
| Horan Securities, Inc. | 2,049 | $632.6K | 0.32% | +233+12.8% | Added |
| ERTS Wealth Advisors, LLC | 2,056 | $634.8K | 0.15% | −72−3.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,058 | $635.4K | 0.31% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,058 | $635.4K | 0.28% | +432+26.6% | Added |
| Value Partners Investments Inc. | 2,063 | $636.2K | 0.05% | −257−11.1% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $637.6K | 0.45% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,066 | $637.9K | 0.64% | +150+7.8% | Added |
| NCM Capital Management, LLC | 2,067 | $638.0K | 0.48% | +7+0.3% | Added |
| Shepherd Financial Partners LLC | 2,067 | $638.2K | 0.11% | +49+2.4% | Added |
| Aristotle Capital Management, LLC | 2,075 | $640.7K | 0.00% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,075 | $641.0K | 0.41% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,084 | $643.5K | 0.79% | −334−13.8% | Reduced |
| Tarbox Family Office, Inc. | 2,088 | $644.7K | 0.13% | −3−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,096 | $647.2K | 0.20% | +400+23.6% | Added |
| Smart Money Group LLC | 1,974 | $648.6K | 0.33% | +60+3.1% | Added |
| Wellington Shields Capital Management, LLC | 2,110 | $651.5K | 0.08% | +150+7.7% | Added |
| Saxon Interests, Inc. | 2,113 | $652.4K | 0.37% | +709+50.5% | Added |
| McGowan Group Asset Management, Inc. | 2,118 | $654.0K | 0.10% | −23−1.1% | Reduced |
| Ellevest, Inc. | 2,120 | $654.6K | 0.05% | −1,032−32.7% | Reduced |
| OLIO Financial Planning | 2,123 | $655.5K | 0.34% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,125 | $656.1K | 0.08% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,125 | $656.1K | 0.30% | 00.0% | Unchanged |
| HBK Investments L P | 2,126 | $656.4K | 0.02% | +2,126 | New |
| Estabrook Capital Management | 2,130 | $657.7K | 0.11% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,135 | $659.2K | 0.61% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,137 | $660.0K | 0.40% | −83−3.7% | Reduced |
| Spotlight Asset Group, Inc. | 2,342 | $662.0K | 0.66% | +2,342 | New |
| Veracity Capital LLC | 2,150 | $663.9K | 0.31% | −256−10.6% | Reduced |
| SimpliFi, Inc. | 2,150 | $663.9K | 0.33% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,151 | $664.2K | 0.19% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,155 | $665.4K | 0.08% | −36−1.6% | Reduced |
| Vista Investment Management | 2,158 | $666.3K | 0.35% | −268−11.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,164 | $668.0K | 0.97% | +850+64.7% | Added |
| TLWM | 2,165 | $668.5K | 0.21% | +48+2.3% | Added |
| Secure Asset Management, LLC | 2,174 | $671.3K | 0.22% | +1,092+100.9% | Added |
| Wellspring Financial Advisors, LLC | 2,178 | $672.5K | 0.20% | −395−15.4% | Reduced |
| Bigelow Investment Advisors, LLC | 2,184 | $674.4K | 0.39% | −135−5.8% | Reduced |
| Rollins Financial | 2,188 | $675.6K | 0.22% | +129+6.3% | Added |
| John G Ullman & Associates Inc | 2,188 | $676.0K | 0.11% | +582+36.2% | Added |
| OneAscent Wealth Management LLC | 2,195 | $678.0K | 0.26% | +2,195 | New |
| Curated Wealth Partners LLC | 2,199 | $679.0K | 0.15% | −229−9.4% | Reduced |
| BNC Wealth Management, LLC | 2,202 | $679.9K | 0.38% | +151+7.4% | Added |
| Annapolis Financial Services, LLC | 2,206 | $681.1K | 0.21% | −8,296−79.0% | Reduced |
| PAX Financial Group, LLC | 2,206 | $681.1K | 0.16% | −191−8.0% | Reduced |
| Myecfo, LLC | 2,207 | $681.5K | 0.51% | +2,207 | New |
| Concentric Wealth Management, LLC | 2,209 | $682.1K | 0.23% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,210 | $682.4K | 0.37% | +2,210 | New |
| Teza Capital Management LLC | 2,221 | $685.8K | 0.15% | +1,436+182.9% | Added |
| Stableford Capital II LLC | 2,220 | $686.0K | 0.49% | −299−11.9% | Reduced |
| Five Oceans Advisors | 2,231 | $688.9K | 0.45% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,231 | $688.9K | 0.34% | +23+1.0% | Added |
| Shelton Wealth Management, LLC | 2,237 | $690.7K | 0.56% | −10.0% | Reduced |
| Hill Investment Group Partners, LLC | 2,244 | $692.9K | 0.14% | −2−0.1% | Reduced |