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 |
|---|---|---|---|---|---|
| Bell Bank | 4,708 | $1.61M | 0.17% | +10.0% | Added |
| Auxano Advisors, LLC | 5,204 | $1.61M | 0.64% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,719 | $1.61M | 0.62% | +47+1.0% | Added |
| Somerville Kurt F | 4,719 | $1.61M | 0.31% | 00.0% | Unchanged |
| Wealth Effects LLC | 4,722 | $1.61M | 0.71% | +40+0.9% | Added |
| Family Legacy, Inc. | 4,725 | $1.61M | 0.65% | +226+5.0% | Added |
| Droms Strauss Advisors Inc | 4,720 | $1.61M | 0.67% | +51+1.1% | Added |
| Piscataqua Savings Bank | 4,749 | $1.62M | 1.33% | 00.0% | Unchanged |
| Icapital Wealth LLC | 4,751 | $1.62M | 1.02% | −2,601−35.4% | Reduced |
| Wealth Management Partners, LLC | 4,753 | $1.62M | 1.02% | −59−1.2% | Reduced |
| Aries Wealth Management | 4,755 | $1.62M | 0.63% | −246−4.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,759 | $1.62M | 0.38% | +122+2.6% | Added |
| Edgestream Partners, L.P. | 4,769 | $1.63M | 0.15% | −2,827−37.2% | Reduced |
| Insight Inv LLC | 4,771 | $1.63M | 1.67% | −10−0.2% | Reduced |
| Beech Hill Advisors, Inc. | 4,775 | $1.63M | 0.79% | 00.0% | Unchanged |
| Kidder Stephen W | 4,785 | $1.63M | 0.53% | +626+15.1% | Added |
| Stonebridge Capital Advisors LLC | 4,786 | $1.63M | 0.17% | +391+8.9% | Added |
| Heartwood Wealth Advisors LLC | 4,800 | $1.64M | 0.23% | +1,938+67.7% | Added |
| Founders Financial Securities LLC | 4,815 | $1.64M | 0.22% | +86+1.8% | Added |
| Sippican Capital Advisors | 4,819 | $1.64M | 1.52% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 4,880 | $1.64M | 0.11% | +49+1.0% | Added |
| First Western Trust Bank | 4,822 | $1.64M | 0.08% | −104−2.1% | Reduced |
| O'Rourke & Company, Inc | 4,824 | $1.65M | 1.15% | +323+7.2% | Added |
| Keystone Wealth Services, LLC | 4,846 | $1.65M | 0.62% | +125+2.6% | Added |
| LMG Wealth Partners, LLC | 4,866 | $1.66M | 0.51% | +38+0.8% | Added |
| Atlantic Trust, LLC | 5,099 | $1.66M | 0.53% | +617+13.8% | Added |
| Aspen Grove Capital, LLC | 4,877 | $1.66M | 0.54% | +1,947+66.5% | Added |
| Lumature Wealth Partners, LLC | 4,888 | $1.67M | 0.99% | −35−0.7% | Reduced |
| ARGA Investment Management, LP | 4,893 | $1.67M | 0.06% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 4,894 | $1.67M | 0.90% | +26+0.5% | Added |
| Alta Advisers Ltd | 4,900 | $1.67M | 0.94% | +300+6.5% | Added |
| Howard Capital Management Group, LLC | 4,908 | $1.67M | 0.16% | −112−2.2% | Reduced |
| Enterprise Financial Services Corp | 4,924 | $1.68M | 1.07% | +326+7.1% | Added |
| Wulff, Hansen & Co. | 4,932 | $1.68M | 1.88% | +4,932 | New |
| Galvin, Gaustad & Stein, LLC | 4,936 | $1.68M | 0.16% | −146−2.9% | Reduced |
| Mason & Associates Inc | 4,943 | $1.69M | 0.50% | +1,062+27.4% | Added |
| Jupiter Wealth Management LLC | 4,944 | $1.69M | 1.45% | +645+15.0% | Added |
| Advanced Portfolio Management, LLC | 4,945 | $1.69M | 1.54% | +4,945 | New |
| Ascension Asset Management LLC | 4,959 | $1.69M | 1.03% | +4,959 | New |
| G2 Capital Management, LLC | 4,964 | $1.69M | 0.74% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,964 | $1.69M | 0.30% | +406+8.9% | Added |
| West Family Investments, Inc. | 4,972 | $1.70M | 0.66% | +4,972 | New |
| Pennsylvania Capital Management Inc | 4,978 | $1.70M | 0.73% | +20.0% | Added |
| Alhambra Investment Partners LLC | 4,984 | $1.70M | 1.12% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,994 | $1.70M | 0.28% | −180−3.5% | Reduced |
| Hennessy Advisors Inc | 5,000 | $1.71M | 0.12% | −1,500−23.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,001 | $1.71M | 0.76% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 5,110 | $1.71M | 0.21% | −400−7.3% | Reduced |
| Monticello Wealth Management, LLC | 5,047 | $1.72M | 0.18% | −1,355−21.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 5,050 | $1.72M | 0.97% | +2,008+66.0% | Added |
| Cornerstone Capital, Inc. | 5,051 | $1.72M | 0.20% | +2,435+93.1% | Added |
| Encompass Wealth Advisors, LLC | 5,052 | $1.72M | 0.56% | −85−1.7% | Reduced |
| Godsey & Gibb Associates | 5,062 | $1.73M | 0.20% | −82−1.6% | Reduced |
| Johnson Financial Group, LLC | 5,078 | $1.73M | 0.24% | +5,078 | New |
| Rational Advisors LLC | 5,085 | $1.73M | 0.14% | +2,700+113.2% | Added |
| First National Bank of Hutchinson | 5,086 | $1.73M | 1.27% | +508+11.1% | Added |
| Blankinship & Foster, LLC | 5,095 | $1.74M | 0.56% | 00.0% | Unchanged |
| Ballast, Inc. | 5,099 | $1.74M | 0.67% | 00.0% | Unchanged |
| Old Well Partners, LLC | 5,100 | $1.74M | 1.57% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,124 | $1.75M | 0.39% | +641+14.3% | Added |
| Kinsale Capital Group, Inc. | 5,128 | $1.75M | 1.06% | +2,482+93.8% | Added |
| Eldridge Investment Advisors, Inc. | 5,136 | $1.75M | 0.57% | −700−12.0% | Reduced |
| Childress Capital Advisors, LLC | 5,148 | $1.76M | 0.74% | +358+7.5% | Added |
| Independent Family Office, LLC | 5,162 | $1.76M | 1.07% | +823+19.0% | Added |
| Financial Connections Group, Inc. | 5,173 | $1.76M | 1.16% | −1,026−16.6% | Reduced |
| Abn Amro Investment Solutions | 5,178 | $1.77M | 0.04% | −375−6.8% | Reduced |
| North Star Asset Management Inc | 5,185 | $1.77M | 0.10% | +11+0.2% | Added |
| TFB Advisors LLC | 5,191 | $1.77M | 0.77% | +3,997+334.8% | Added |
| Retirement Planning Group | 5,194 | $1.77M | 0.18% | +54+1.1% | Added |
| Sage Capital Advisors,llc | 5,196 | $1.77M | 0.62% | −19−0.4% | Reduced |
| Oarsman Capital, Inc. | 5,220 | $1.78M | 0.78% | +357+7.3% | Added |
| Compass Ion Advisors, LLC | 5,242 | $1.79M | 0.45% | +35+0.7% | Added |
| Brown Miller Wealth Management, LLC | 5,245 | $1.79M | 0.97% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 5,261 | $1.79M | 3.40% | −500−8.7% | Reduced |
| Provence Wealth Management Group | 5,268 | $1.80M | 1.05% | +311+6.3% | Added |
| Tranquility Partners, LLC | 5,282 | $1.80M | 0.78% | +201+4.0% | Added |
| Green Harvest Asset Management LLC | 5,290 | $1.80M | 0.07% | +374+7.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 5,298 | $1.81M | 0.54% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 5,302 | $1.81M | 0.89% | 00.0% | Unchanged |
| CPA Asset Management LLC | 5,321 | $1.81M | 1.30% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,323 | $1.82M | 0.22% | +1,518+39.9% | Added |
| United Asset Strategies, Inc. | 5,328 | $1.82M | 0.23% | +432+8.8% | Added |
| D.B. Root & Company, LLC | 5,349 | $1.82M | 0.69% | +102+1.9% | Added |
| Van Cleef Asset Management,Inc | 5,357 | $1.83M | 0.28% | −1,250−18.9% | Reduced |
| Voya Financial Advisors, Inc. | 5,438 | $1.83M | 0.21% | +62+1.2% | Added |
| SL Advisors, LLC | 5,373 | $1.83M | 4.12% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,398 | $1.84M | 1.30% | +172+3.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 5,957 | $1.84M | 3.45% | +59+1.0% | Added |
| Naples Global Advisors, LLC | 5,399 | $1.84M | 0.22% | +365+7.3% | Added |
| D. Scott Neal, Inc. | 5,400 | $1.84M | 1.38% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 5,403 | $1.84M | 0.73% | +430+8.6% | Added |
| Breakwater Capital Group | 5,405 | $1.84M | 0.67% | +313+6.1% | Added |
| Spreng Capital Management, Inc. | 5,418 | $1.85M | 1.45% | −375−6.5% | Reduced |
| Fairhaven Wealth Management, LLC | 5,426 | $1.85M | 0.71% | +5,426 | New |
| Pegasus Partners Ltd. | 5,431 | $1.85M | 0.27% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,434 | $1.85M | 0.14% | 00.0% | Unchanged |
| Headinvest, LLC | 5,172 | $1.85M | 0.40% | −179−3.3% | Reduced |
| Laird Norton Trust Company, LLC | 5,449 | $1.86M | 0.22% | −71−1.3% | Reduced |
| Hantz Financial Services, Inc. | 5,486 | $1.87M | 0.05% | +26+0.5% | Added |
| Evergreen Wealth Solutions, LLC | 5,496 | $1.87M | 1.89% | −173−3.1% | Reduced |