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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 5,509 | $1.88M | 0.46% | +104+1.9% | Added |
| Schwartz Investment Counsel Inc | 5,515 | $1.88M | 0.08% | −100−1.8% | Reduced |
| My Legacy Advisors, LLC | 5,483 | $1.88M | 0.74% | +694+14.5% | Added |
| Cutler Investment Counsel LLC | 5,537 | $1.89M | 0.29% | −5−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,538 | $1.89M | 1.74% | +5,538 | New |
| Retirement Income Solutions, Inc | 5,544 | $1.89M | 0.51% | +38+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 5,551 | $1.89M | 1.69% | +606+12.3% | Added |
| Firestone Capital Management | 5,507 | $1.90M | 0.62% | 00.0% | Unchanged |
| New World Advisors LLC | 5,582 | $1.90M | 0.67% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 5,601 | $1.91M | 1.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,617 | $1.92M | 0.56% | −73−1.3% | Reduced |
| Tealwood Asset Management Inc | 5,632 | $1.92M | 0.93% | −529−8.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,641 | $1.92M | 0.81% | −381−6.3% | Reduced |
| BIP Wealth, LLC | 5,645 | $1.92M | 0.16% | −227−3.9% | Reduced |
| Northwest Bancshares, Inc. | 5,650 | $1.93M | 0.35% | −91−1.6% | Reduced |
| Goepper Burkhardt LLC | 5,652 | $1.93M | 1.16% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,664 | $1.93M | 0.52% | −7,800−57.9% | Reduced |
| Steinberg Asset Management LLC | 5,664 | $1.93M | 1.85% | 00.0% | Unchanged |
| PGGM Investments | 5,673 | $1.93M | 0.03% | −9,913−63.6% | Reduced |
| LaFleur & Godfrey LLC | 5,675 | $1.94M | 0.29% | −170−2.9% | Reduced |
| Cordatus Wealth Management LLC | 5,680 | $1.94M | 0.73% | +5,680 | New |
| First Personal Financial Services | 5,689 | $1.94M | 0.48% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,691 | $1.94M | 1.11% | −20.0% | Reduced |
| Arbor Investment Advisors, LLC | 5,698 | $1.94M | 0.34% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 5,710 | $1.95M | 0.24% | +32+0.6% | Added |
| Motco | 5,713 | $1.95M | 0.13% | +876+18.1% | Added |
| WealthShield Partners, LLC | 5,718 | $1.95M | 0.29% | −43−0.7% | Reduced |
| Retirement Investment Advisors, Inc. | 5,718 | $1.95M | 0.23% | +5,718 | New |
| Regents of the University of California | 5,723 | $1.95M | 0.24% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,724 | $1.95M | 0.29% | −75−1.3% | Reduced |
| Stevard, LLC | 5,750 | $1.96M | 1.86% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 5,752 | $1.96M | 2.10% | −100−1.7% | Reduced |
| Laffer Tengler Investments | 5,756 | $1.96M | 0.52% | +1,541+36.6% | Added |
| Windsor Group LTD | 5,769 | $1.97M | 0.35% | +49+0.9% | Added |
| Legacy Financial Group, Inc. | 5,770 | $1.97M | 0.98% | +19+0.3% | Added |
| Viawealth, LLC | 5,779 | $1.97M | 1.47% | −120−2.0% | Reduced |
| Old Mission Investment Co LLC | 5,784 | $1.97M | 0.73% | −8−0.1% | Reduced |
| Bourgeon Capital Management LLC | 5,794 | $1.98M | 0.46% | −274−4.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,800 | $1.98M | 0.74% | −46−0.8% | Reduced |
| Benjamin Edwards Inc | 5,812 | $1.98M | 0.46% | −223−3.7% | Reduced |
| Venturi Wealth Management, LLC | 5,814 | $1.98M | 0.16% | −4,569−44.0% | Reduced |
| Headlands Technologies LLC | 5,823 | $1.99M | 0.64% | +5,823 | New |
| Weiss Multi-Strategy Advisers LLC | 5,823 | $1.99M | 0.04% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 5,837 | $1.99M | 1.51% | +1,657+39.6% | Added |
| Palumbo Wealth Management LLC | 5,862 | $2.00M | 1.22% | +5,095+664.3% | Added |
| Hazlett, Burt & Watson, Inc. | 5,886 | $2.00M | 1.50% | −25−0.4% | Reduced |
| Gray Wealth Management Inc. | 5,895 | $2.01M | 1.01% | +531+9.9% | Added |
| Heron Financial Group, LLC | 5,899 | $2.01M | 1.08% | −18−0.3% | Reduced |
| Townsend Asset Management Corp | 5,918 | $2.02M | 0.97% | −73−1.2% | Reduced |
| Optas, LLC | 5,920 | $2.02M | 0.68% | +82+1.4% | Added |
| Monarch Capital Management Inc | 5,921 | $2.02M | 0.61% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 5,934 | $2.02M | 0.28% | −18−0.3% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,940 | $2.03M | 2.32% | −276−4.4% | Reduced |
| GenTrust, LLC | 5,944 | $2.03M | 0.14% | −750−11.2% | Reduced |
| Transatlantique Private Wealth LLC | 5,954 | $2.03M | 1.06% | −11−0.2% | Reduced |
| Financial Partners Group, Inc | 5,813 | $2.03M | 0.41% | −51−0.9% | Reduced |
| Treynor Bancshares, Inc. | 6,515 | $2.04M | 1.34% | −404−5.8% | Reduced |
| Levy Wealth Management Group, LLC | 5,994 | $2.04M | 0.61% | −10.0% | Reduced |
| Strait & Sound Wealth Management LLC | 6,004 | $2.05M | 2.03% | −1,504−20.0% | Reduced |
| CFM Wealth Partners LLC | 6,005 | $2.05M | 0.50% | +442+7.9% | Added |
| Provident Trust Co | 6,015 | $2.05M | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,017 | $2.05M | 0.65% | −199−3.2% | Reduced |
| Centerpoint Advisors, LLC | 6,024 | $2.05M | 0.83% | −155−2.5% | Reduced |
| Weaver Consulting Group | 6,035 | $2.06M | 0.91% | −21−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,047 | $2.06M | 0.19% | 00.0% | Unchanged |
| CMC Financial Group | 6,063 | $2.07M | 3.93% | −42−0.7% | Reduced |
| Paragon Wealth Strategies, LLC | 6,076 | $2.07M | 0.65% | +68+1.1% | Added |
| Vista Wealth Management Group, LLC | 6,077 | $2.07M | 0.20% | −209−3.3% | Reduced |
| Hall Capital Management Co Inc | 6,078 | $2.07M | 1.17% | +47+0.8% | Added |
| Winmill & Co. Inc | 6,110 | $2.08M | 0.75% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,110 | $2.08M | 0.92% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 6,112 | $2.08M | 0.97% | −54−0.9% | Reduced |
| GoalVest Advisory LLC | 6,113 | $2.08M | 1.08% | −198−3.1% | Reduced |
| Alta Wealth Advisors LLC | 6,113 | $2.08M | 1.22% | +151+2.5% | Added |
| Main Street Financial Solutions, LLC | 6,118 | $2.09M | 0.28% | −33−0.5% | Reduced |
| BlueCrest Capital Management Ltd | 6,125 | $2.09M | 0.27% | +6,125 | New |
| Cahaba Wealth Management, Inc. | 6,130 | $2.09M | 0.23% | +100+1.7% | Added |
| Benin Management CORP | 6,138 | $2.09M | 0.75% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 6,143 | $2.10M | 0.22% | −95−1.5% | Reduced |
| Miller Wealth Advisors, LLC | 6,180 | $2.11M | 1.42% | +6,056+4,883.9% | Added |
| Pinnacle Financial Group, LLC | 6,182 | $2.11M | 1.20% | +59+1.0% | Added |
| FSM Wealth Advisors, LLC | 6,150 | $2.11M | 1.06% | +132+2.2% | Added |
| Silvia McColl Wealth Management, LLC | 6,206 | $2.12M | 1.96% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 6,224 | $2.12M | 0.55% | +118+1.9% | Added |
| InTrack Investment Management Inc | 6,232 | $2.13M | 1.74% | −631−9.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,233 | $2.13M | 0.71% | −98−1.5% | Reduced |
| Gilbert & Cook, Inc. | 6,246 | $2.13M | 0.34% | +205+3.4% | Added |
| Vawter Financial, Ltd. | 6,254 | $2.13M | 1.84% | −90−1.4% | Reduced |
| StrategIQ Financial Group, LLC | 6,255 | $2.13M | 0.24% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,258 | $2.13M | 0.27% | −714−10.2% | Reduced |
| GSB Wealth Management, LLC | 6,275 | $2.14M | 0.70% | +496+8.6% | Added |
| Linscomb & Williams, Inc. | 6,277 | $2.14M | 0.12% | −599−8.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,282 | $2.14M | 1.34% | −460−6.8% | Reduced |
| Foundation Wealth Management, LLC | 6,304 | $2.15M | 2.10% | −596−8.6% | Reduced |
| Thrive Wealth Management, LLC | 6,311 | $2.15M | 0.56% | +863+15.8% | Added |
| Newman Dignan & Sheerar, Inc. | 6,321 | $2.16M | 0.67% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 6,328 | $2.16M | 0.72% | −15−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,337 | $2.16M | 1.33% | +15+0.2% | Added |
| Condor Capital Management | 6,341 | $2.16M | 0.26% | −36−0.6% | Reduced |
| Madrona Financial Services, LLC | 6,344 | $2.16M | 1.06% | +20.0% | Added |