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, 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
- 3,597
- +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
- 1,361 more added
- Sold out
- 88
- 1,446 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 2,118 | $722.2K | 0.11% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,119 | $722.6K | 0.19% | +76+3.7% | Added |
| OLIO Financial Planning | 2,123 | $723.9K | 0.34% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 2,124 | $724.2K | 0.41% | +328+18.3% | Added |
| Ironsides Asset Advisors, LLC | 2,125 | $725.0K | 0.31% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,128 | $725.6K | 0.28% | −194−8.4% | Reduced |
| Rodgers Brothers Inc. | 2,129 | $726.0K | 0.13% | +211+11.0% | Added |
| Estabrook Capital Management | 2,130 | $726.3K | 0.12% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,134 | $727.7K | 0.14% | −65−3.0% | Reduced |
| Vista Investment Management | 2,143 | $730.8K | 0.37% | −15−0.7% | Reduced |
| TLWM | 2,146 | $731.8K | 0.21% | −19−0.9% | Reduced |
| Community Bank of Raymore | 2,150 | $733.1K | 0.32% | +670+45.3% | Added |
| Salomon & Ludwin, LLC | 2,151 | $733.5K | 0.08% | −4−0.2% | Reduced |
| Schoolcraft Capital LLC | 2,151 | $733.5K | 0.20% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,153 | $734.2K | 0.22% | −21−1.0% | Reduced |
| Sunflower Bank, N.A. | 2,154 | $734.5K | 0.17% | −194−8.3% | Reduced |
| Iron Financial, LLC | 2,161 | $736.9K | 0.40% | +123+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,161 | $736.9K | 0.17% | +200+10.2% | Added |
| Accel Wealth Management | 2,161 | $736.9K | 0.41% | +1,009+87.6% | Added |
| Beacon Financial Advisory LLC | 2,162 | $737.4K | 0.42% | +406+23.1% | Added |
| PAX Financial Group, LLC | 2,164 | $737.9K | 0.17% | −42−1.9% | Reduced |
| State of Wyoming | 2,174 | $741.3K | 0.22% | −71−3.2% | Reduced |
| Bigelow Investment Advisors, LLC | 2,174 | $741.3K | 0.41% | −10−0.5% | Reduced |
| Horan Securities, Inc. | 2,177 | $742.2K | 0.31% | +128+6.2% | Added |
| Wellspring Financial Advisors, LLC | 2,178 | $742.7K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,188 | $746.1K | 0.15% | +100+4.8% | Added |
| StrongBox Wealth, LLC | 2,192 | $747.5K | 0.47% | −1,089−33.2% | Reduced |
| Baker Boyer National Bank | 2,193 | $747.8K | 0.28% | −1,099−33.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,197 | $749.0K | 0.11% | +470+27.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,199 | $749.9K | 0.28% | +141+6.9% | Added |
| Safeguard Financial, LLC | 2,203 | $751.0K | 0.36% | +66+3.1% | Added |
| Consilium Wealth Advisory, LLC | 2,205 | $751.9K | 0.52% | +308+16.2% | Added |
| WMG Financial Advisors, LLC | 2,206 | $752.2K | 0.55% | +610+38.2% | Added |
| Annapolis Financial Services, LLC | 2,206 | $752.2K | 0.21% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,212 | $754.3K | 0.36% | +238+12.1% | Added |
| Zions Bancorporation, N.A. | 2,216 | $755.7K | 0.06% | −1,024−31.6% | Reduced |
| Concentric Wealth Management, LLC | 2,220 | $757.0K | 0.24% | +11+0.5% | Added |
| McAdam, LLC | 2,221 | $757.4K | 0.06% | +211+10.5% | Added |
| Sage Rhino Capital LLC | 2,225 | $758.7K | 0.21% | −92−4.0% | Reduced |
| Five Oceans Advisors | 2,235 | $762.1K | 0.49% | +4+0.2% | Added |
| John G Ullman & Associates Inc | 2,235 | $762.1K | 0.12% | +47+2.1% | Added |
| Shelton Wealth Management, LLC | 2,237 | $762.8K | 0.59% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,237 | $763.0K | 0.21% | −2,479−52.6% | Reduced |
| Catalyst Private Wealth, LLC | 2,241 | $764.2K | 0.48% | −121−5.1% | Reduced |
| LWMG, LLC | 2,247 | $766.2K | 0.21% | −12−0.5% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $767.3K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,251 | $767.6K | 0.12% | −2,298−50.5% | Reduced |
| Harbor Group, Inc. | 2,251 | $767.6K | 0.42% | −562−20.0% | Reduced |
| Hill Investment Group Partners, LLC | 2,255 | $769.0K | 0.14% | +11+0.5% | Added |
| Juncture Wealth Strategies, LLC | 2,260 | $770.7K | 0.36% | +29+1.3% | Added |
| Sage Investment Advisers LLC | 2,261 | $771.0K | 1.03% | −76−3.3% | Reduced |
| Triton Wealth Management, PLLC | 2,193 | $771.0K | 0.43% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,266 | $772.7K | 0.33% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,269 | $773.7K | 0.46% | 00.0% | Unchanged |
| Concentrum Wealth Management | 2,270 | $774.1K | 0.50% | −896−28.3% | Reduced |
| Heck Capital Advisors, LLC | 2,272 | $774.8K | 0.13% | −19−0.8% | Reduced |
| Vigilare Wealth Management | 2,280 | $777.5K | 0.45% | −60−2.6% | Reduced |
| Selway Asset Management | 2,285 | $779.2K | 0.34% | +505+28.4% | Added |
| Spotlight Asset Group, Inc. | 2,286 | $779.5K | 0.70% | −56−2.4% | Reduced |
| Resource Consulting Group Inc | 2,286 | $779.5K | 0.15% | +250+12.3% | Added |
| Peachtree Investment Partners, LLC | 2,290 | $780.9K | 0.36% | +2,290 | New |
| Baron Silver Stevens Financial Advisors, LLC | 2,291 | $781.2K | 0.17% | −71−3.0% | Reduced |
| Aprio Wealth Management, LLC | 2,294 | $782.3K | 0.21% | −254−10.0% | Reduced |
| Element Wealth, LLC | 2,295 | $782.6K | 0.55% | −8−0.3% | Reduced |
| Sonoma Private Wealth LLC | 2,296 | $782.9K | 1.37% | −73−3.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,296 | $782.9K | 0.27% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,309 | $787.4K | 0.28% | −50−2.1% | Reduced |
| Ategra Capital Management, LLC | 2,310 | $787.7K | 0.43% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,320 | $791.1K | 0.03% | +2,320 | New |
| RAM Investment Partners, LLC | 2,322 | $791.8K | 0.33% | +428+22.6% | Added |
| Cim Investment Mangement Inc | 2,323 | $792.1K | 0.27% | +6+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 2,327 | $793.5K | 0.18% | +444+23.6% | Added |
| Alera Investment Advisors, LLC | 2,328 | $794.0K | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,331 | $795.0K | 0.33% | −1,204−34.1% | Reduced |
| Concorde Asset Management, LLC | 2,336 | $796.6K | 0.73% | +1,513+183.8% | Added |
| Next Level Private LLC | 2,337 | $797.2K | 0.52% | +2,337 | New |
| Veracity Capital LLC | 2,338 | $797.3K | 0.34% | +188+8.7% | Added |
| Broadleaf Partners, LLC | 2,339 | $797.6K | 0.26% | −31−1.3% | Reduced |
| Knightsbridge Asset Management, LLC | 2,343 | $799.0K | 0.26% | −2,343−50.0% | Reduced |
| Congress Asset Management Co | 2,345 | $799.6K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,363 | $805.8K | 0.19% | +451+23.6% | Added |
| Charter Oak Capital Management, LLC | 2,363 | $805.9K | 0.10% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 2,369 | $807.7K | 0.43% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,369 | $807.8K | 0.26% | −14−0.6% | Reduced |
| Capital Investment Services of America, Inc. | 2,369 | $807.8K | 0.09% | +244+11.5% | Added |
| Alphadyne Asset Management LP | 2,375 | $809.9K | 2.48% | +2,375 | New |
| Gleason Group, Inc. | 2,380 | $811.6K | 0.21% | −143−5.7% | Reduced |
| Sterling Financial Planning, Inc. | 2,380 | $811.6K | 0.40% | +74+3.2% | Added |
| Horizon Family Wealth, Inc. | 2,384 | $812.9K | 0.78% | +64+2.8% | Added |
| Willis Johnson & Associates, Inc. | 2,386 | $813.8K | 0.09% | +62+2.7% | Added |
| Woodward Diversified Capital, LLC | 2,395 | $816.7K | 0.62% | −266−10.0% | Reduced |
| Crew Capital Management, Ltd. | 2,402 | $819.1K | 0.93% | −33−1.4% | Reduced |
| Rollins Financial | 2,404 | $819.8K | 0.22% | +216+9.9% | Added |
| First Capital Advisors Group, LLC. | 2,405 | $820.1K | 0.43% | +116+5.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,409 | $821.5K | 0.29% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,414 | $823.2K | 0.19% | −366−13.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,415 | $823.5K | 0.28% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,419 | $824.9K | 0.27% | −4−0.2% | Reduced |
| River Street Advisors LLC | 2,421 | $825.6K | 0.79% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,424 | $826.6K | 0.58% | −295−10.8% | Reduced |