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, Q2 2023
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 3,596
- +88 vs. Q1 2023
- Shares held
- 842.4M
- +11.0M (+1.3%) vs. Q1 2023
- Total value
- $287.0B
- +$30.1B (+11.7%) vs. Q1 2023
- New holders
- 176
- 1,362 more added
- Sold out
- 88
- 1,445 more reduced
32 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 906 | $4 | 0.00% | +906 | New |
| PEAK6 Investments LLC | 2 | $733 | 0.00% | −7,696−100.0% | Reduced |
| DRH Investments, Inc. | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $3.41K | 0.01% | −15−60.0% | Reduced |
| USA Financial Portformulas Corp | 14 | $4.77K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $6.82K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 23 | $8.00K | 0.00% | +23 | New |
| Lansing Street Advisors | 24 | $8.18K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 25 | $8.53K | 0.00% | +25 | New |
| First Eagle Investment Management, LLC | 26 | $8.87K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 27 | $9.21K | 0.01% | −73−73.0% | Reduced |
| Solstein Capital, LLC | 30 | $10.2K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $12.6K | 0.77% | −12−24.5% | Reduced |
| Ravenstone Capital Management Inc. | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 40 | $14.0K | 0.01% | +20+100.0% | Added |
| VitalStone Financial, LLC | 69 | $21.0K | 0.01% | +9+15.0% | Added |
| Sofos Investments, Inc. | 4,425 | $24.1K | 0.11% | +956+27.6% | Added |
| Essex Investment Management Co LLC | 76 | $25.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 81 | $28.0K | 0.00% | +6+8.0% | Added |
| NewSquare Capital LLC | 85 | $29.0K | 0.00% | +63+286.4% | Added |
| Stuart Chaussee & Associates, Inc. | 87 | $29.7K | 0.01% | +33+61.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 87 | $29.7K | 0.03% | +87 | New |
| Bray Capital Advisors | 97 | $33.1K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 99 | $33.8K | 0.02% | +99 | New |
| PrairieView Partners, LLC | 100 | $34.0K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $34.1K | 0.02% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 100 | $34.1K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $34.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 103 | $35.1K | 0.01% | +100+3,333.3% | Added |
| Northwest Bank & Trust Co | 106 | $36.1K | 0.03% | +106 | New |
| Kepos Capital LP | 108 | $37.0K | 0.01% | +108 | New |
| Altshuler Shaham Ltd | 109 | $37.2K | 0.00% | −24−18.0% | Reduced |
| Newton One Investments LLC | 117 | $39.9K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 118 | $40.2K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 120 | $40.9K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 138 | $47.1K | 0.02% | +138 | New |
| Emfo, LLC | 148 | $50.5K | 0.05% | +18+13.8% | Added |
| Eukles Asset Management | 156 | $53.2K | 0.03% | +31+24.8% | Added |
| Worth Asset Management, LLC | 160 | $54.6K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 171 | $58.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 175 | $59.7K | 0.04% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 177 | $60.4K | 0.08% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 194 | $66.0K | 0.03% | +194 | New |
| Ameliora Wealth Management Ltd. | 200 | $68.2K | 0.04% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 203 | $69.2K | 0.05% | +198+3,960.0% | Added |
| Boyd Watterson Asset Management LLC | 207 | $70.6K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 210 | $71.6K | 0.05% | +50+31.3% | Added |
| Exchange Traded Concepts, LLC | 216 | $73.7K | 0.00% | +80+58.8% | Added |
| 25 LLC | 216 | $74.2K | 0.04% | +4+1.9% | Added |
| Richard W. Paul & Associates, LLC | 239 | $81.5K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 250 | $85.3K | 0.50% | −20−7.4% | Reduced |
| True Wealth Design, LLC | 255 | $87.0K | 0.03% | −51−16.7% | Reduced |
| West Financial Advisors, LLC | 261 | $89.0K | 0.02% | −471−64.3% | Reduced |
| Washington Trust Advisors, Inc. | 275 | $93.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 283 | $96.5K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $96.5K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 295 | $99.5K | 0.03% | +295 | New |
| Operose Advisors LLC | 300 | $102.3K | 0.05% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 310 | $105.7K | 0.08% | +310 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 317 | $108.0K | 0.07% | −21−6.2% | Reduced |
| First Financial Corp | 317 | $108.1K | 0.07% | −4−1.2% | Reduced |
| Chesapeake Asset Management LLC | 327 | $111.5K | 0.10% | +8+2.5% | Added |
| Wolff Wiese Magana LLC | 340 | $115.9K | 0.09% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 219,320 | $115.9K | 0.03% | +219,320 | New |
| Prostatis Group LLC | 27,201 | $116.3K | 0.05% | +27,201 | New |
| Dunhill Financial, LLC | 344 | $120.9K | 0.08% | +344 | New |
| Ruedi Wealth Management, Inc. | 363 | $123.8K | 0.07% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 365 | $124.5K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 365 | $124.5K | 0.11% | +184+101.7% | Added |
| Goodman Advisory Group, LLC | 367 | $125.1K | 0.05% | −80−17.9% | Reduced |
| HighMark Wealth Management LLC | 369 | $125.8K | 0.09% | 00.0% | Unchanged |
| Red Tortoise LLC | 381 | $129.9K | 0.08% | +7+1.9% | Added |
| Cypress Capital Management LLC (WY) | 382 | $130.3K | 0.15% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 382 | $130.3K | 0.18% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,849 | $131.0K | 0.04% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 388 | $132.3K | 0.18% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 389 | $132.6K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $136.4K | 0.13% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 405 | $138.1K | 0.20% | −15−3.6% | Reduced |
| CGC Financial Services, LLC | 406 | $138.4K | 0.09% | +406 | New |
| Core Wealth Advisors, Inc. | 417 | $142.2K | 0.06% | +85+25.6% | Added |
| Itau Unibanco Holding S.A. | 438 | $149.4K | 0.01% | −338−43.6% | Reduced |
| Impact Partnership Wealth, LLC | 446 | $152.1K | 0.05% | +446 | New |
| Thompson Investment Management, Inc. | 456 | $155.5K | 0.03% | −80−14.9% | Reduced |
| Loomis Sayles & Co L P | 457 | $156.0K | 0.00% | +29+6.8% | Added |
| MB, Levis & Associates, LLC | 474 | $161.6K | 0.10% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 485 | $165.4K | 0.05% | 00.0% | Unchanged |
| Sycomore Asset Management | 500 | $167.0K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 493 | $168.1K | 0.07% | +164+49.8% | Added |
| Erste Asset Management GmbH | 495 | $168.8K | 0.00% | +50+11.2% | Added |
| BBJS Financial Advisors, LLC | 500 | $170.5K | 0.07% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 504 | $171.9K | 0.08% | −82−14.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 508 | $173.2K | 0.10% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 527 | $179.7K | 0.05% | +19+3.7% | Added |
| Sit Investment Associates Inc | 533 | $182.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 537 | $183.1K | 0.05% | −20−3.6% | Reduced |
| Disciplined Investments, LLC | 541 | $184.5K | 0.10% | −8−1.5% | Reduced |