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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 3,625 | $1.24M | 1.49% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,628 | $1.24M | 0.44% | +36+1.0% | Added |
| Quantitative Investment Management, LLC | 3,635 | $1.24M | 0.12% | −4,921−57.5% | Reduced |
| Bard Associates Inc | 3,635 | $1.24M | 0.48% | −50−1.4% | Reduced |
| Family CFO Inc | 3,639 | $1.24M | 0.88% | −346−8.7% | Reduced |
| Fulcrum Equity Management | 3,639 | $1.24M | 1.44% | +15+0.4% | Added |
| SFE Investment Counsel | 3,643 | $1.24M | 0.35% | −25−0.7% | Reduced |
| Sequent Asset Management, LLC | 3,644 | $1.24M | 1.35% | −145−3.8% | Reduced |
| Trigran Investments, Inc. | 3,650 | $1.24M | 0.12% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,658 | $1.25M | 0.37% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 3,658 | $1.25M | 1.08% | +35+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 3,664 | $1.25M | 0.62% | +195+5.6% | Added |
| Puzo Michael J | 3,665 | $1.25M | 0.40% | −45−1.2% | Reduced |
| Virtue Capital Management, LLC | 3,661 | $1.25M | 0.21% | −85−2.3% | Reduced |
| Fernwood Investment Management, LLC | 3,689 | $1.25M | 0.44% | +132+3.7% | Added |
| UMA Financial Services, Inc. | 3,661 | $1.25M | 0.31% | +60+1.7% | Added |
| Tandem Capital Management Corp | 3,676 | $1.25M | 0.82% | +76+2.1% | Added |
| Sax Wealth Advisors, LLC | 3,681 | $1.26M | 0.25% | −348−8.6% | Reduced |
| Advisors Management Group Inc | 3,682 | $1.26M | 0.37% | −175−4.5% | Reduced |
| Community Capital Management, Inc. | 3,700 | $1.26M | 1.75% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,701 | $1.26M | 0.92% | +150+4.2% | Added |
| Amplius Wealth Advisors, LLC | 3,708 | $1.26M | 0.17% | −19−0.5% | Reduced |
| Consolidated Portfolio Review Corp | 3,719 | $1.27M | 0.30% | +85+2.3% | Added |
| First Community Trust NA | 3,720 | $1.27M | 1.42% | −4−0.1% | Reduced |
| ISAM Funds (UK) Ltd | 3,724 | $1.27M | 1.13% | +2,996+411.5% | Added |
| Charles Carroll Financial Partners, LLC | 3,725 | $1.27M | 1.62% | +715+23.8% | Added |
| Strategic Investment Advisors | 3,728 | $1.27M | 0.18% | +772+26.1% | Added |
| Key Financial Inc | 3,731 | $1.27M | 0.42% | −671−15.2% | Reduced |
| MKT Advisors LLC | 3,649 | $1.28M | 0.90% | +3+0.1% | Added |
| Heartland Bank & Trust Co | 3,744 | $1.28M | 1.00% | −229−5.8% | Reduced |
| Osterweis Capital Management Inc | 3,746 | $1.28M | 0.08% | −3,156−45.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,752 | $1.28M | 0.70% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,759 | $1.28M | 0.30% | −28−0.7% | Reduced |
| 9258 Wealth Management, LLC | 3,762 | $1.28M | 0.24% | +215+6.1% | Added |
| Column Capital Advisors, LLC | 742,948 | $1.28M | 0.18% | −670.0% | Reduced |
| Empire Financial Management Company, LLC | 3,772 | $1.29M | 0.51% | −2−0.1% | Reduced |
| Clean Yield Group | 3,782 | $1.29M | 0.53% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,791 | $1.29M | 0.17% | +56+1.5% | Added |
| Continental Investors Services, Inc. | 3,742 | $1.30M | 1.54% | +2,092+126.8% | Added |
| Gibraltar Capital Management, Inc. | 3,803 | $1.30M | 0.57% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 3,805 | $1.30M | 0.48% | +60+1.6% | Added |
| Optimum Investment Advisors | 3,805 | $1.30M | 0.64% | +100+2.7% | Added |
| Sigma Investment Counselors Inc | 3,807 | $1.30M | 0.10% | +30+0.8% | Added |
| Parkside Advisors LLC | 3,807 | $1.30M | 0.40% | 00.0% | Unchanged |
| Amarillo National Bank | 3,814 | $1.30M | 0.25% | −2,000−34.4% | Reduced |
| Biondo Investment Advisors, LLC | 3,821 | $1.30M | 0.24% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,821 | $1.30M | 1.15% | +2+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 3,832 | $1.31M | 0.00% | +3,181+488.6% | Added |
| PBMares Wealth Management LLC | 3,850 | $1.31M | 0.47% | +275+7.7% | Added |
| Front Row Advisors LLC | 3,849 | $1.31M | 0.58% | −15−0.4% | Reduced |
| Avion Wealth | 3,855 | $1.31M | 0.34% | +264+7.4% | Added |
| Johnson Midwest Financial, LLC | 3,853 | $1.31M | 1.17% | −163−4.1% | Reduced |
| Hall Laurie J Trustee | 3,854 | $1.31M | 0.52% | −100−2.5% | Reduced |
| First Financial Bank - Trust Division | 3,854 | $1.31M | 0.14% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,860 | $1.32M | 0.52% | +14+0.4% | Added |
| Bensler, LLC | 3,868 | $1.32M | 0.25% | −475−10.9% | Reduced |
| Trust Co of Toledo NA | 3,870 | $1.32M | 0.22% | −145−3.6% | Reduced |
| Spirit of America Management Corp | 3,870 | $1.32M | 0.30% | +100+2.7% | Added |
| JMG Financial Group, Ltd. | 3,871 | $1.32M | 0.06% | −200−4.9% | Reduced |
| Journey Strategic Wealth LLC | 3,880 | $1.32M | 0.06% | +113+3.0% | Added |
| Aristides Capital LLC | 3,884 | $1.32M | 0.78% | +490+14.4% | Added |
| Key Client Fiduciary Advisors, LLC | 3,886 | $1.33M | 0.77% | −5−0.1% | Reduced |
| Claro Advisors LLC | 3,894 | $1.33M | 0.33% | +189+5.1% | Added |
| Centurion Wealth Management LLC | 3,898 | $1.33M | 0.64% | +29+0.7% | Added |
| Abacus Planning Group, Inc. | 3,910 | $1.33M | 0.32% | +154+4.1% | Added |
| Advisory Resource Group | 3,913 | $1.33M | 0.36% | 00.0% | Unchanged |
| Brown Financial Advisory | 3,927 | $1.34M | 1.09% | −50−1.3% | Reduced |
| Engrave Wealth Partners LLC | 3,928 | $1.34M | 0.42% | −13−0.3% | Reduced |
| Kercheville Advisors, LLC | 3,930 | $1.34M | 0.81% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,951 | $1.35M | 0.55% | +1,260+46.8% | Added |
| Cannon Financial Strategists, Inc. | 3,954 | $1.35M | 0.37% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,957 | $1.35M | 0.09% | +1,500+61.1% | Added |
| JB Capital LLC | 3,960 | $1.35M | 0.11% | +468+13.4% | Added |
| Laurel Wealth Planning LLC | 3,962 | $1.35M | 0.96% | −151−3.7% | Reduced |
| DB Wealth Management Group, LLC | 3,962 | $1.35M | 0.83% | −193−4.6% | Reduced |
| Brookfield Asset Management Inc. | 3,965 | $1.35M | 0.01% | −21,939−84.7% | Reduced |
| Holowesko Partners Ltd. | 3,965 | $1.35M | 0.59% | 00.0% | Unchanged |
| Penbrook Management LLC | 3,987 | $1.36M | 0.99% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,994 | $1.36M | 0.10% | +93+2.4% | Added |
| Resources Management Corp | 4,000 | $1.36M | 0.21% | −16,625−80.6% | Reduced |
| Palisade Asset Management, LLC | 4,003 | $1.37M | 0.16% | +1,638+69.3% | Added |
| Paragon Private Wealth Management, LLC | 4,008 | $1.37M | 1.09% | −835−17.2% | Reduced |
| TTP Investments, Inc. | 4,023 | $1.37M | 0.93% | −102−2.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,023 | $1.37M | 0.15% | +168+4.4% | Added |
| Atomi Financial Group, Inc. | 4,025 | $1.37M | 0.63% | +71+1.8% | Added |
| Kapstone Financial Advisors LLC | 3,906 | $1.38M | 1.14% | +11+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,042 | $1.38M | 0.81% | −47−1.1% | Reduced |
| Private Portfolio Partners LLC | 4,050 | $1.38M | 0.35% | −21−0.5% | Reduced |
| Tanager Wealth Management LLP | 4,059 | $1.38M | 0.30% | −28−0.7% | Reduced |
| Abacus Wealth Partners, LLC | 4,063 | $1.39M | 0.42% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,066 | $1.39M | 0.39% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,066 | $1.39M | 1.78% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4,070 | $1.39M | 1.54% | −45−1.1% | Reduced |
| Atwood & Palmer Inc | 4,072 | $1.39M | 0.12% | +205+5.3% | Added |
| Curi Capital | 4,079 | $1.39M | 0.19% | +786+23.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,088 | $1.39M | 0.65% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,099 | $1.40M | 0.27% | −359−8.1% | Reduced |
| Duff & Phelps Investment Management Co | 4,107 | $1.40M | 0.02% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 4,120 | $1.40M | 0.30% | +100+2.5% | Added |
| Convergence Investment Partners, LLC | 4,120 | $1.41M | 0.81% | −188−4.4% | Reduced |