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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 2,429 | $828.3K | 0.30% | +428+21.4% | Added |
| Home Federal Bank of Tennessee | 2,436 | $830.7K | 0.29% | 00.0% | Unchanged |
| Somerset Trust Co | 2,442 | $832.7K | 0.36% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,448 | $834.8K | 0.30% | −3−0.1% | Reduced |
| 360 Financial, Inc. | 2,459 | $838.5K | 0.43% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,461 | $839.1K | 0.35% | −7−0.3% | Reduced |
| MGO Private Wealth, LLC | 2,463 | $839.9K | 0.63% | −100−3.9% | Reduced |
| KG&L Capital Management,LLC | 2,465 | $840.6K | 0.40% | −20−0.8% | Reduced |
| Shepherd Financial Partners LLC | 2,467 | $841.2K | 0.13% | +400+19.4% | Added |
| Belmont Capital, LLC | 2,468 | $841.6K | 0.47% | +68+2.8% | Added |
| Jacobsen Capital Management | 2,475 | $844.0K | 0.44% | +265+12.0% | Added |
| Columbia Trust Co 01012016 | 2,486 | $847.7K | 0.48% | −93−3.6% | Reduced |
| Trellis Advisors, LLC | 2,499 | $852.2K | 0.38% | −7−0.3% | Reduced |
| Mascoma Wealth Management LLC | 2,343 | $852.2K | 0.26% | −847−26.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,535 | $854.1K | 0.81% | +79+3.2% | Added |
| Rock Creek Group, LP | 2,514 | $857.3K | 0.12% | −89−3.4% | Reduced |
| Redmont Wealth Advisors LLC | 2,516 | $858.0K | 1.48% | +707+39.1% | Added |
| Missouri Trust & Investment Co | 2,518 | $858.6K | 0.48% | +242+10.6% | Added |
| Garrison Point Advisors, LLC | 2,521 | $859.7K | 0.62% | −565−18.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,534 | $863.9K | 1.06% | +370+17.1% | Added |
| First Pacific Financial | 2,534 | $864.1K | 0.37% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,535 | $864.4K | 0.29% | −32−1.2% | Reduced |
| RiverFront Investment Group, LLC | 2,537 | $865.1K | 0.03% | −9,818−79.5% | Reduced |
| Investmark Advisory Group LLC | 2,546 | $868.2K | 0.58% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,550 | $869.0K | 0.22% | +149+6.2% | Added |
| Marsico Capital Management LLC | 2,556 | $871.6K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,497 | $873.0K | 0.61% | +47+1.9% | Added |
| First County Bank | 2,564 | $874.3K | 0.42% | +276+12.1% | Added |
| New Jersey Better Educational Savings Trust | 2,571 | $876.7K | 2.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,576 | $878.4K | 0.38% | −79−3.0% | Reduced |
| Legacy Bridge, LLC | 2,578 | $879.1K | 0.59% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,583 | $880.8K | 0.13% | +13+0.5% | Added |
| Per Stirling Capital Management, LLC. | 2,584 | $881.3K | 0.18% | −166−6.0% | Reduced |
| First National Bank & Trust Co of Newtown | 2,585 | $881.5K | 0.19% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,586 | $881.8K | 0.17% | −55−2.1% | Reduced |
| Stableford Capital II LLC | 2,471 | $882.1K | 0.39% | +251+11.3% | Added |
| Cascade Investment Advisors, Inc. | 2,590 | $883.2K | 0.66% | +29+1.1% | Added |
| Wealthquest Corp | 2,595 | $884.9K | 0.11% | +50+2.0% | Added |
| TCM Advisors, LLC | – | $886.6K | 0.38% | – | – |
| Denver Wealth Management, Inc. | 2,602 | $887.3K | 0.62% | +80+3.2% | Added |
| Eastern Bank | 2,604 | $888.0K | 0.04% | −69−2.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,557 | $888.8K | 0.75% | +261+11.4% | Added |
| Consolidated Planning Corp | 2,608 | $889.3K | 0.19% | +1,393+114.7% | Added |
| Imprint Wealth LLC | 2,609 | $889.7K | 0.56% | +101+4.0% | Added |
| Clarkston Capital Partners, LLC | 2,613 | $891.0K | 0.02% | −55−2.1% | Reduced |
| Round Hill Asset Management | 2,615 | $891.7K | 0.55% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 2,621 | $893.8K | 0.71% | +824+45.9% | Added |
| Farmers Trust Co | 2,624 | $894.8K | 0.19% | −16,999−86.6% | Reduced |
| All Terrain Financial Advisors, LLC | 2,637 | $899.2K | 0.40% | 00.0% | Unchanged |
| Agf Management Ltd | 2,639 | $899.9K | 0.01% | −79,728−96.8% | Reduced |
| Arkansas Financial Group, Inc. | 2,641 | $900.6K | 0.18% | −1,671−38.8% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $901.6K | 0.22% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,646 | $902.3K | 0.39% | +86+3.4% | Added |
| Financial Perspectives, Inc | 2,648 | $903.0K | 0.40% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,650 | $903.6K | 0.71% | +70+2.7% | Added |
| Westwood Management Corp | 2,650 | $904.0K | 0.12% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,656 | $905.7K | 0.40% | +2,656 | New |
| Kornitzer Capital Management Inc | 2,657 | $906.0K | 0.02% | +145+5.8% | Added |
| Augustine Asset Management Inc | 2,664 | $908.4K | 0.42% | +1,483+125.6% | Added |
| McLean Asset Management Corp | 2,666 | $909.1K | 0.36% | −2−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,670 | $910.5K | 0.11% | −62−2.3% | Reduced |
| Financial Management Professionals, Inc. | 2,673 | $911.0K | 0.15% | +25+0.9% | Added |
| Triad Investment Management | 2,673 | $911.5K | 1.27% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 2,673 | $911.5K | 1.28% | +2,673 | New |
| One Wealth Advisors, LLC | 2,681 | $914.2K | 0.19% | −82−3.0% | Reduced |
| Elk River Wealth Management, LLC | 2,682 | $914.7K | 0.20% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,684 | $915.2K | 0.13% | −10−0.4% | Reduced |
| Ackerman Capital Advisors, LLC | 2,688 | $916.6K | 0.24% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,690 | $917.3K | 0.22% | +220+8.9% | Added |
| Wagner Wealth Management, LLC | 2,696 | $919.3K | 0.35% | +56+2.1% | Added |
| Family Firm, Inc. | 36,540 | $920.2K | 0.24% | +386+1.1% | Added |
| Warner Financial, Inc | 2,701 | $921.0K | 0.60% | +149+5.8% | Added |
| First Bank & Trust | 2,701 | $921.0K | 0.23% | −295−9.8% | Reduced |
| Oakwell Private Wealth Management, LLC | 2,707 | $923.1K | 0.39% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,711 | $924.5K | 0.35% | −86−3.1% | Reduced |
| Marco Investment Management LLC | 2,716 | $926.2K | 0.10% | +30+1.1% | Added |
| Signature Estate & Investment Advisors LLC | 2,721 | $928.0K | 0.03% | +221+8.8% | Added |
| Cairn Investment Group, Inc. | 2,728 | $930.0K | 0.60% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,742 | $935.0K | 0.79% | −279−9.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,742 | $935.6K | 0.40% | −273−9.1% | Reduced |
| Signature Wealth Management Partners, LLC | 2,744 | $935.7K | 0.87% | +464+20.4% | Added |
| Principal Street Partners, LLC | 2,750 | $937.8K | 0.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,751 | $938.1K | 0.19% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,755 | $939.5K | 0.23% | −75−2.7% | Reduced |
| Ssi Investment Management LLC | 2,763 | $942.2K | 0.07% | −480−14.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,765 | $942.9K | 0.39% | −500−15.3% | Reduced |
| Strid Group, LLC | 2,765 | $942.9K | 0.19% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,770 | $944.6K | 0.25% | −125−4.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,774 | $945.9K | 0.26% | −63−2.2% | Reduced |
| One Day In July LLC | 2,774 | $945.9K | 0.17% | +20+0.7% | Added |
| Ellevest, Inc. | 2,795 | $953.1K | 0.07% | +675+31.8% | Added |
| Legend Financial Advisors, Inc. | 2,796 | $953.4K | 0.80% | +22+0.8% | Added |
| J. L. Bainbridge & Co., Inc. | 2,811 | $958.6K | 0.12% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 2,812 | $958.9K | 0.66% | −229−7.5% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,813 | $959.2K | 0.64% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,818 | $960.9K | 0.74% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 2,820 | $961.6K | 0.28% | −9−0.3% | Reduced |
| First National Bank | 2,824 | $963.0K | 0.79% | −25−0.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,825 | $963.0K | 0.02% | −18−0.6% | Reduced |
| Narus Financial Partners, LLC | 2,828 | $964.3K | 0.50% | −74−2.5% | Reduced |