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 |
|---|---|---|---|---|---|
| Terra Nova Asset Management LLC | 4,127 | $1.41M | 1.28% | +25+0.6% | Added |
| Centric Wealth Management | 4,126 | $1.41M | 0.56% | +2,079+101.6% | Added |
| MPS Loria Financial Planners, LLC | 4,134 | $1.41M | 0.53% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 4,143 | $1.41M | 1.09% | +77+1.9% | Added |
| Deseret Mutual Benefit Administrators | 4,160 | $1.42M | 0.55% | +125+3.1% | Added |
| Spouting Rock Asset Management, LLC | 4,166 | $1.42M | 0.51% | −1,081−20.6% | Reduced |
| CFO4Life Group, LLC | 4,171 | $1.42M | 0.31% | +410+10.9% | Added |
| Bridgewealth Advisory Group, LLC | 4,172 | $1.42M | 2.31% | +111+2.7% | Added |
| Archer Investment Corp | 4,174 | $1.42M | 0.51% | −452−9.8% | Reduced |
| Patten & Patten Inc | 4,177 | $1.42M | 0.12% | −119−2.8% | Reduced |
| Heritage Wealth Partners, LLC | 4,186 | $1.43M | 0.84% | +4,186 | New |
| RFP Financial Group LLC | 4,189 | $1.43M | 0.58% | +3,428+450.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,196 | $1.43M | 0.70% | −311−6.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,201 | $1.43M | 1.02% | −170−3.9% | Reduced |
| Hemenway Trust Co LLC | 4,202 | $1.43M | 0.14% | +140+3.4% | Added |
| Camelot Portfolios, LLC | 4,205 | $1.43M | 0.90% | −367−8.0% | Reduced |
| Financial Network Wealth Management LLC | 4,101 | $1.43M | 0.66% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4,207 | $1.43M | 0.32% | −126−2.9% | Reduced |
| Vigilant Capital Management, LLC | 4,220 | $1.44M | 0.11% | +545+14.8% | Added |
| Prossimo Advisors, LLC | 4,221 | $1.44M | 1.39% | +4,221 | New |
| Bridgeworth, LLC | 4,230 | $1.44M | 0.16% | +252+6.3% | Added |
| Paul Damon & Associates, Inc. | 4,235 | $1.44M | 0.90% | −4−0.1% | Reduced |
| Financial Enhancement Group LLC | 4,121 | $1.45M | 0.27% | +157+4.0% | Added |
| Powell Investment Advisors, LLC | 4,248 | $1.45M | 0.85% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,250 | $1.45M | 1.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,256 | $1.45M | 0.94% | +38+0.9% | Added |
| Fortress Wealth Group, LLC | 4,006 | $1.45M | 0.92% | +110+2.8% | Added |
| FSB Premier Wealth Management, Inc. | 4,263 | $1.45M | 0.79% | −864−16.9% | Reduced |
| ICA Group Wealth Management, LLC | 4,267 | $1.46M | 0.36% | −575−11.9% | Reduced |
| Prentice Wealth Management LLC | 4,271 | $1.46M | 0.66% | +228+5.6% | Added |
| Grey Street Capital, LLC | 4,275 | $1.46M | 0.77% | +1,603+60.0% | Added |
| Northstar Asset Management Inc | 4,275 | $1.46M | 0.43% | −220−4.9% | Reduced |
| Black Diamond Financial, LLC | 4,279 | $1.46M | 0.43% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,290 | $1.46M | 0.10% | −151−3.4% | Reduced |
| Fort Pitt Capital Group, LLC | 4,298 | $1.47M | 0.05% | −165−3.7% | Reduced |
| Private Ocean, LLC | 4,299 | $1.47M | 0.19% | −153−3.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,300 | $1.47M | 0.81% | −200−4.4% | Reduced |
| Accuvest Global Advisors | 4,301 | $1.47M | 0.75% | +24+0.6% | Added |
| Gilder Gagnon Howe & Co LLC | 4,311 | $1.47M | 0.02% | −148−3.3% | Reduced |
| Gemmer Asset Management LLC | 4,323 | $1.47M | 0.20% | −323−7.0% | Reduced |
| Gill Capital Partners, LLC | 4,343 | $1.48M | 0.62% | +143+3.4% | Added |
| Alliance Wealth Advisors, LLC | 4,352 | $1.48M | 1.06% | +196+4.7% | Added |
| Parcion Private Wealth LLC | 4,359 | $1.49M | 0.15% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 4,360 | $1.49M | 0.37% | −100−2.2% | Reduced |
| Hamilton Capital, LLC | 4,364 | $1.49M | 0.10% | −745−14.6% | Reduced |
| Investment Partners, Ltd. | 4,366 | $1.49M | 0.78% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 4,373 | $1.49M | 0.25% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,384 | $1.49M | 0.08% | −226−4.9% | Reduced |
| James J. Burns & Company, LLC | 4,397 | $1.50M | 0.38% | +969+28.3% | Added |
| Courier Capital LLC | 4,399 | $1.50M | 0.12% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 4,409 | $1.50M | 0.47% | −175−3.8% | Reduced |
| RMR Wealth Builders | 4,418 | $1.51M | 0.26% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 4,420 | $1.51M | 0.16% | −3,502−44.2% | Reduced |
| Aletheian Wealth Advisors LLC | 4,425 | $1.51M | 1.03% | +3,289+289.5% | Added |
| CoreCap Advisors, LLC | 4,434 | $1.51M | 0.11% | +4,434 | New |
| Financial Management Network Inc | 4,422 | $1.51M | 0.53% | +4,422 | New |
| Keebeck Wealth Management, LLC | 4,441 | $1.51M | 0.21% | +913+25.9% | Added |
| Allstate Corp | 4,455 | $1.52M | 0.10% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 4,456 | $1.52M | 0.47% | +38+0.9% | Added |
| Aspire Capital Advisors LLC | 4,457 | $1.52M | 0.74% | +500+12.6% | Added |
| BSW Wealth Partners | 4,462 | $1.52M | 0.32% | −36−0.8% | Reduced |
| PFS Investments Inc. | 4,462 | $1.52M | 0.02% | +264+6.3% | Added |
| KilterHowling LLC | 4,465 | $1.52M | 1.30% | +727+19.4% | Added |
| Legacy Trust | 4,481 | $1.53M | 0.42% | +7+0.2% | Added |
| Prosperity Planning, Inc. | 4,483 | $1.53M | 0.63% | +10.0% | Added |
| McBroom & Associates, LLC | 4,488 | $1.53M | 1.21% | +1,290+40.3% | Added |
| Insight 2811, Inc. | 4,489 | $1.53M | 0.83% | −20−0.4% | Reduced |
| LGL Partners, LLC | 4,500 | $1.53M | 0.26% | +375+9.1% | Added |
| Strategic Financial Services, Inc, | 4,299 | $1.54M | 0.11% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,523 | $1.54M | 0.08% | −240−5.0% | Reduced |
| Firethorn Wealth Partners, LLC | 4,525 | $1.54M | 1.15% | +138+3.1% | Added |
| Edgewood Management LLC | 4,532 | $1.55M | 0.00% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,534 | $1.55M | 0.46% | +80+1.8% | Added |
| Monetary Management Group Inc | 4,538 | $1.55M | 0.47% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,539 | $1.55M | 0.45% | −56−1.2% | Reduced |
| Genus Capital Management Inc. | 4,547 | $1.55M | 0.23% | +4,547 | New |
| Concord Wealth Partners | 4,564 | $1.56M | 0.34% | +75+1.7% | Added |
| Galibier Capital Management Ltd. | 4,573 | $1.56M | 0.36% | −355−7.2% | Reduced |
| Bluesphere Advisors, LLC | 4,584 | $1.56M | 1.09% | −20.0% | Reduced |
| Hoertkorn Richard Charles | 4,587 | $1.56M | 0.75% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,594 | $1.57M | 0.21% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 4,600 | $1.57M | 0.06% | −1,400−23.3% | Reduced |
| RDA Financial Network | 4,603 | $1.57M | 0.66% | +246+5.6% | Added |
| Symphony Financial, Ltd. Co. | 4,661 | $1.57M | 0.39% | +1,474+46.3% | Added |
| Capital Counsel LLC | 4,617 | $1.57M | 0.09% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 4,636 | $1.58M | 0.64% | +111+2.5% | Added |
| Adalta Capital Management LLC | 4,643 | $1.58M | 1.06% | +415+9.8% | Added |
| Aft, Forsyth & Sober, LLC | 4,650 | $1.59M | 0.66% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 4,650 | $1.59M | 0.22% | 00.0% | Unchanged |
| United Bank | 4,657 | $1.59M | 0.90% | −164−3.4% | Reduced |
| Altus Wealth Group LLC | 4,659 | $1.59M | 0.98% | +7+0.2% | Added |
| SkyOak Wealth, LLC | 4,666 | $1.59M | 0.45% | +792+20.4% | Added |
| ERn Financial, LLC | 4,667 | $1.59M | 0.33% | −227−4.6% | Reduced |
| Portland Global Advisors LLC | 4,672 | $1.59M | 0.26% | −50−1.1% | Reduced |
| Clare Market Investments LLC | 4,681 | $1.60M | 0.60% | −345−6.9% | Reduced |
| LCNB Corp | 4,689 | $1.60M | 0.68% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,691 | $1.60M | 0.18% | +1,198+34.3% | Added |
| Hills Bank & Trust Co | 4,694 | $1.60M | 0.21% | −20.0% | Reduced |
| Legacy Financial Advisors, Inc. | 4,702 | $1.60M | 0.30% | +329+7.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,705 | $1.60M | 0.36% | −136−2.8% | Reduced |