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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 3,146 | $1.07M | 0.68% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,151 | $1.07M | 0.47% | +63+2.0% | Added |
| Cypress Financial Planning LLC | 3,145 | $1.08M | 0.62% | −36−1.1% | Reduced |
| First National Bank of South Miami | 3,174 | $1.08M | 0.87% | −60−1.9% | Reduced |
| Bramshill Investments, LLC | 3,178 | $1.08M | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,180 | $1.08M | 0.31% | −661−17.2% | Reduced |
| Wealthspan Partners, LLC | 3,181 | $1.08M | 0.86% | +645+25.4% | Added |
| Vivaldi Capital Management, LLC | 3,182 | $1.09M | 0.33% | +30+1.0% | Added |
| White Lighthouse Investment Management Inc. | 3,195 | $1.09M | 0.26% | +310+10.7% | Added |
| Royal Harbor Partners, LLC | 3,197 | $1.09M | 0.53% | −51−1.6% | Reduced |
| MBB Public Markets I LLC | 3,200 | $1.09M | 0.06% | +2,065+181.9% | Added |
| Colorado Capital Management, Inc. | 3,221 | $1.10M | 0.81% | +82+2.6% | Added |
| tru Independence LLC | 3,224 | $1.10M | 0.36% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,564 | $1.10M | 0.80% | 00.0% | Unchanged |
| Biechele Royce Advisors | 3,226 | $1.10M | 0.38% | +17+0.5% | Added |
| Michael B. Yongue | 3,232 | $1.10M | 1.03% | −188−5.5% | Reduced |
| Etfidea, LLC | 3,233 | $1.10M | 0.45% | +5+0.2% | Added |
| Y.D. More Investments Ltd | 3,241 | $1.11M | 0.28% | −57−1.7% | Reduced |
| Camden National Bank | 3,253 | $1.11M | 0.22% | +95+3.0% | Added |
| Cardinal Strategic Wealth Guidance | 3,259 | $1.11M | 0.49% | −139−4.1% | Reduced |
| BOS Asset Management, LLC | 3,257 | $1.11M | 0.86% | +122+3.9% | Added |
| Gibson Capital, LLC | 3,265 | $1.11M | 0.29% | −3,903−54.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,271 | $1.12M | 0.84% | +21+0.6% | Added |
| Grove Bank & Trust | 3,274 | $1.12M | 0.23% | −9−0.3% | Reduced |
| American Planning Services, Inc. | 3,280 | $1.12M | 0.73% | −233−6.6% | Reduced |
| Van Strum & Towne Inc. | 3,281 | $1.12M | 0.46% | −1,158−26.1% | Reduced |
| Howard Capital Management Inc. | 3,285 | $1.12M | 0.15% | −600−15.4% | Reduced |
| Sweet Financial Partners, LLC | 3,285 | $1.12M | 0.29% | −350−9.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,298 | $1.12M | 0.20% | −57−1.7% | Reduced |
| Acorn Wealth Advisors, LLC | 3,308 | $1.13M | 0.77% | −42−1.3% | Reduced |
| IFG Advisors, LLC | 3,309 | $1.13M | 0.40% | +66+2.0% | Added |
| Blue Chip Partners, Inc. | 3,313 | $1.13M | 0.13% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,318 | $1.13M | 1.24% | +418+14.4% | Added |
| Acas, LLC | 3,319 | $1.13M | 1.52% | +26+0.8% | Added |
| Athena Investment Management | 3,320 | $1.13M | 0.78% | −45−1.3% | Reduced |
| South Street Advisors LLC | 3,327 | $1.13M | 0.22% | +347+11.6% | Added |
| Riverbridge Partners LLC | 3,330 | $1.14M | 0.01% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 3,332 | $1.14M | 0.61% | +311+10.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,333 | $1.14M | 0.22% | +50+1.5% | Added |
| Helen Stephens Group, LLC | 3,338 | $1.14M | 0.58% | +37+1.1% | Added |
| Westpac Banking Corp | 3,344 | $1.14M | 0.08% | −113,191−97.1% | Reduced |
| Affiance Financial, LLC | 3,347 | $1.14M | 0.56% | +73+2.2% | Added |
| Advisor OS, LLC | 3,356 | $1.14M | 0.19% | +1,404+71.9% | Added |
| WR Wealth Planners, LLC | 3,359 | $1.15M | 0.44% | +821+32.3% | Added |
| Silver Oak Securities, Inc | 3,365 | $1.15M | 0.18% | +237+7.6% | Added |
| California First Leasing Corp | 3,364 | $1.15M | 0.70% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,369 | $1.15M | 0.26% | −154−4.4% | Reduced |
| Perpetual Ltd | 3,375 | $1.15M | 0.01% | −470−12.2% | Reduced |
| Kowal Investment Group, LLC | 3,384 | $1.15M | 0.31% | +2+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 3,384 | $1.15M | 0.43% | +431+14.6% | Added |
| Bank of Nova Scotia Trust Co | 3,385 | $1.15M | 0.12% | −52−1.5% | Reduced |
| RVW Wealth, LLC | 3,387 | $1.15M | 0.14% | −421−11.1% | Reduced |
| GM Advisory Group, Inc. | 3,392 | $1.16M | 0.10% | +107+3.3% | Added |
| Peterson Wealth Management | 3,392 | $1.16M | 0.92% | +693+25.7% | Added |
| KFA Private Wealth Group, LLC | 3,392 | $1.16M | 0.48% | −35−1.0% | Reduced |
| Sageworth Trust Co | 3,394 | $1.16M | 0.08% | −6,379−65.3% | Reduced |
| Northwest Capital Management Inc | 3,406 | $1.16M | 0.49% | −32−0.9% | Reduced |
| Farmers National Bank | 3,427 | $1.17M | 0.40% | +7+0.2% | Added |
| Bridgewater Associates, LP | 3,427 | $1.17M | 0.01% | +1,536+81.2% | Added |
| Red Wave Investments LLC | 3,432 | $1.17M | 0.47% | +7+0.2% | Added |
| De Burlo Group Inc | 3,447 | $1.18M | 0.20% | +910+35.9% | Added |
| Alpha Family Trust | 3,450 | $1.18M | 0.82% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,451 | $1.18M | 0.12% | +3,451 | New |
| Clarus Group, Inc. | 3,452 | $1.18M | 0.86% | +128+3.9% | Added |
| Platte River Wealth Advisors, LLC | 3,453 | $1.18M | 0.41% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,456 | $1.18M | 0.71% | +77+2.3% | Added |
| LifeSteps Financial, Inc. | 3,458 | $1.18M | 1.17% | −2−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 3,455 | $1.18M | 0.35% | −700−16.8% | Reduced |
| Oak Harvest Investment Services | 3,469 | $1.18M | 0.27% | −248−6.7% | Reduced |
| Scissortail Wealth Management, LLC | 3,451 | $1.18M | 0.97% | 00.0% | Unchanged |
| G&S Capital LLC | 3,472 | $1.18M | 0.57% | −300−8.0% | Reduced |
| Warther Private Wealth, LLC | 3,472 | $1.18M | 0.80% | −282−7.5% | Reduced |
| Shelter Mutual Insurance Co | 3,474 | $1.18M | 0.29% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,475 | $1.18M | 0.17% | +72+2.1% | Added |
| TriaGen Wealth Management LLC | 3,477 | $1.19M | 0.54% | 00.0% | Unchanged |
| JT Stratford LLC | 3,482 | $1.19M | 0.32% | −35−1.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,477 | $1.19M | 0.13% | −622−15.2% | Reduced |
| Northwest Investment Counselors, LLC | 3,483 | $1.19M | 0.32% | +18+0.5% | Added |
| TMD Wealth Management, LLC | 3,499 | $1.19M | 0.31% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,500 | $1.19M | 0.42% | +3,500 | New |
| AlphaStar Capital Management, LLC | 3,511 | $1.20M | 0.14% | −160−4.4% | Reduced |
| Silverlake Wealth Management LLC | 3,527 | $1.20M | 0.67% | +20+0.6% | Added |
| BCK Partners, Inc. | 3,530 | $1.20M | 0.75% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,487 | $1.20M | 0.14% | −9−0.3% | Reduced |
| Register Financial Advisors LLC | 3,532 | $1.20M | 0.86% | −4−0.1% | Reduced |
| Lumbard & Kellner, LLC | 3,533 | $1.20M | 0.67% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,533 | $1.20M | 0.73% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,545 | $1.21M | 0.79% | +153+4.5% | Added |
| Kathmere Capital Management, LLC | 3,566 | $1.22M | 0.19% | +155+4.5% | Added |
| Wrapmanager Inc | 3,575 | $1.22M | 0.37% | −123−3.3% | Reduced |
| Bruni J V & Co | 3,577 | $1.22M | 0.16% | −84−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 3,581 | $1.22M | 0.30% | +48+1.4% | Added |
| TSFG, LLC | 3,581 | $1.22M | 0.45% | +157+4.6% | Added |
| Coastwise Capital Group, LLC | 3,581 | $1.22M | 1.38% | +200+5.9% | Added |
| Proffitt & Goodson Inc | 3,587 | $1.22M | 0.24% | +43+1.2% | Added |
| Sharkey, Howes & Javer | 3,588 | $1.22M | 0.23% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,588 | $1.22M | 0.46% | +543+17.8% | Added |
| Essential Planning, LLC. | 3,607 | $1.23M | 0.70% | +63+1.8% | Added |
| Ergoteles LLC | 3,615 | $1.23M | 0.06% | +3,615 | New |
| Retirement Guys Formula LLC | 3,616 | $1.23M | 0.71% | −168−4.4% | Reduced |