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 |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 2,828 | $964.3K | 0.79% | +106+3.9% | Added |
| Creative Financial Designs Inc | 2,829 | $964.7K | 0.11% | +72+2.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,830 | $965.0K | 0.32% | −1,300−31.5% | Reduced |
| Institutional & Family Asset Management, LLC | 2,831 | $965.4K | 0.16% | −7−0.2% | Reduced |
| Partners Capital Investment Group, LLP | 2,831 | $965.4K | 0.02% | +2,831 | New |
| Garrett Investment Advisors LLC | 2,841 | $968.8K | 0.14% | −153−5.1% | Reduced |
| Pasadena Private Wealth, LLC | 2,841 | $968.8K | 0.27% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,880 | $970.3K | 0.04% | −197−6.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,775 | $971.2K | 0.43% | −200−6.7% | Reduced |
| Copperwynd Financial, LLC | 2,850 | $971.9K | 0.45% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,859 | $975.0K | 0.46% | −15−0.5% | Reduced |
| Courage Miller Partners, LLC | 2,863 | $976.3K | 0.41% | −8−0.3% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,866 | $977.3K | 0.34% | −149−4.9% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,868 | $978.0K | 0.57% | +167+6.2% | Added |
| F/M Investments LLC | 2,929 | $978.6K | 0.72% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,872 | $979.4K | 0.12% | +1,190+70.7% | Added |
| Sandbox Financial Partners, LLC | 2,873 | $979.8K | 0.51% | +17+0.6% | Added |
| Objective Capital Management, LLC | 2,881 | $982.3K | 0.86% | +66+2.3% | Added |
| Crown Wealth Group, LLC | 2,881 | $982.4K | 0.77% | −926−24.3% | Reduced |
| Burton Enright Welch | 2,881 | $982.4K | 0.31% | −17−0.6% | Reduced |
| Machina Capital S.A.S. | 2,882 | $982.8K | 0.56% | −986−25.5% | Reduced |
| Integrity Financial Corp | 2,889 | $985.1K | 0.74% | +10.0% | Added |
| Ethos Financial Group, LLC | 3,192 | $985.6K | 0.33% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 2,891 | $985.8K | 0.29% | −4−0.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,896 | $987.5K | 0.52% | +240+9.0% | Added |
| Peninsula Wealth, LLC | 2,898 | $988.2K | 0.26% | +193+7.1% | Added |
| Security Financial Services, INC. | 2,907 | $991.3K | 0.28% | +1,387+91.3% | Added |
| Money Concepts Capital Corp | 2,913 | $993.3K | 0.10% | −607−17.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,915 | $994.0K | 0.37% | +205+7.6% | Added |
| IAM Advisory, LLC | 2,920 | $995.7K | 0.34% | +10+0.3% | Added |
| Patron Partners Advisors, LLC | 2,921 | $996.1K | 0.70% | −9−0.3% | Reduced |
| Montz Harcus Wealth Management LLC | 2,921 | $996.1K | 0.82% | +234+8.7% | Added |
| Essex LLC | 2,925 | $997.4K | 0.28% | −25−0.8% | Reduced |
| Cornerstone National Bank & Trust Co | 2,928 | $998.4K | 0.58% | −903−23.6% | Reduced |
| Granite Harbor Advisors, Inc. | 2,928 | $998.4K | 0.78% | +83+2.9% | Added |
| Charter Research & Investment Group, Inc. | 2,929 | $998.8K | 0.83% | +500+20.6% | Added |
| Guerra Pan Advisors, LLC | 2,931 | $999.5K | 1.11% | +251+9.4% | Added |
| Revisor Wealth Management LLC | 2,936 | $1.00M | 0.90% | +165+6.0% | Added |
| Herold Advisors, Inc. | 2,936 | $1.00M | 0.31% | +433+17.3% | Added |
| DeDora Capital, Inc. | 2,938 | $1.00M | 0.39% | −102−3.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,945 | $1.00M | 0.97% | +335+12.8% | Added |
| Rice Hall James & Associates, LLC | 2,950 | $1.01M | 0.06% | −5−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 2,950 | $1.01M | 0.13% | 00.0% | Unchanged |
| Doheny Asset Management | 2,950 | $1.01M | 0.86% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,951 | $1.01M | 0.27% | +116+4.1% | Added |
| Greatmark Investment Partners, Inc. | 2,957 | $1.01M | 0.17% | +75+2.6% | Added |
| Boltwood Capital Management | 2,959 | $1.01M | 0.36% | +45+1.5% | Added |
| Farley Capital L.P. | 2,966 | $1.01M | 1.10% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,967 | $1.01M | 0.69% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,969 | $1.01M | 0.33% | +118+4.1% | Added |
| Investment Advisory Group, LLC | 2,969 | $1.01M | 0.52% | +242+8.9% | Added |
| Cantor Fitzgerald, L. P. | 2,973 | $1.01M | 0.02% | +361+13.8% | Added |
| Diversified, LLC | 2,975 | $1.01M | 0.26% | −600−16.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,978 | $1.02M | 0.49% | +1,125+60.7% | Added |
| E Fund Management Co., Ltd. | 2,979 | $1.02M | 0.08% | −377−11.2% | Reduced |
| Rise Advisors, LLC | 2,981 | $1.02M | 0.79% | −416−12.2% | Reduced |
| Hofer & Associates. Inc | 2,984 | $1.02M | 0.98% | +212+7.6% | Added |
| Old North State Trust, LLC | 2,987 | $1.02M | 0.75% | +199+7.1% | Added |
| LifePro Asset Management | 2,990 | $1.02M | 0.79% | +2,148+255.1% | Added |
| KLCM Advisors, Inc. | 2,993 | $1.02M | 0.20% | +23+0.8% | Added |
| Geller Advisors LLC | 2,995 | $1.02M | 0.13% | −520−14.8% | Reduced |
| Paragon Capital Management LLC | 2,999 | $1.02M | 0.59% | −25−0.8% | Reduced |
| Dover Advisors, LLC | 3,005 | $1.02M | 0.91% | −2,562−46.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,007 | $1.03M | 0.89% | +5+0.2% | Added |
| Argent Capital Management LLC | 3,009 | $1.03M | 0.03% | −1,260−29.5% | Reduced |
| Sound Income Strategies, LLC | 3,010 | $1.03M | 0.11% | +285+10.5% | Added |
| Verity Asset Management, Inc. | 3,017 | $1.03M | 0.76% | −2,795−48.1% | Reduced |
| Yarger Wealth Strategies, LLC | 3,019 | $1.03M | 0.93% | +103+3.5% | Added |
| Howard Financial Services, Ltd. | 3,020 | $1.03M | 0.25% | −67−2.2% | Reduced |
| New Republic Capital, LLC | 3,030 | $1.03M | 0.72% | +109+3.7% | Added |
| Bryant Woods Investment Advisors, LLC | 3,042 | $1.04M | 0.74% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 3,042 | $1.04M | 0.56% | +17+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 3,057 | $1.04M | 0.08% | −179−5.5% | Reduced |
| Benchmark Wealth Management, LLC | 3,059 | $1.04M | 0.63% | −10−0.3% | Reduced |
| Inscription Capital, LLC | 3,061 | $1.04M | 0.32% | −30−1.0% | Reduced |
| Tacita Capital Inc | 3,068 | $1.05M | 0.77% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,075 | $1.05M | 0.24% | −31−1.0% | Reduced |
| Horst & Graben Wealth Management LLC | 3,075 | $1.05M | 0.25% | −26−0.8% | Reduced |
| First United Bank Trust | 3,079 | $1.05M | 0.47% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,079 | $1.05M | 0.15% | +41+1.3% | Added |
| Acorn Financial Advisory Services Inc | 3,080 | $1.05M | 0.19% | +10+0.3% | Added |
| Grey Fox Wealth Advisors, LLC | 3,084 | $1.05M | 0.54% | −967−23.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,086 | $1.05M | 0.01% | +829+36.7% | Added |
| Indiana Trust & Investment Management CO | 3,089 | $1.05M | 0.54% | −24−0.8% | Reduced |
| Mirabella Financial Services LLP | 3,094 | $1.06M | 0.12% | +3,094 | New |
| Hohimer Wealth Management, LLC | 3,095 | $1.06M | 0.29% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,096 | $1.06M | 0.34% | +58+1.9% | Added |
| Davidson Trust Co | 3,100 | $1.06M | 0.76% | +1,718+124.3% | Added |
| Summit Financial Group Inc | 3,102 | $1.06M | 0.41% | 00.0% | Unchanged |
| Norwood Financial Corp | 3,107 | $1.06M | 1.59% | −150−4.6% | Reduced |
| Chapman Investment Management, LLC | 3,110 | $1.06M | 0.84% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,114 | $1.06M | 0.97% | +156+5.3% | Added |
| FirstPurpose Wealth LLC | 3,129 | $1.07M | 0.46% | +55+1.8% | Added |
| Campbell Capital Management Inc | 3,133 | $1.07M | 0.60% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,137 | $1.07M | 0.99% | +3,137 | New |
| HT Partners LLC | 3,138 | $1.07M | 0.31% | −14−0.4% | Reduced |
| AllSquare Wealth Management LLC | 3,327 | $1.07M | 0.70% | −20−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 3,144 | $1.07M | 0.12% | −719−18.6% | Reduced |
| Westside Investment Management, Inc. | 3,142 | $1.07M | 0.30% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,145 | $1.07M | 0.35% | +348+12.4% | Added |