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 |
|---|---|---|---|---|---|
| Magnolia Capital Advisors LLC | 6,348 | $2.16M | 1.09% | −21−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 6,355 | $2.17M | 0.77% | +10+0.2% | Added |
| Bouchey Financial Group Ltd | 6,362 | $2.17M | 0.26% | +258+4.2% | Added |
| Guidance Capital, Inc | 6,059 | $2.17M | 0.94% | +6,059 | New |
| Prosperity Consulting Group, LLC | 6,370 | $2.17M | 1.33% | −180−2.7% | Reduced |
| Nicolet Bankshares Inc | 6,377 | $2.17M | 0.62% | −170−2.6% | Reduced |
| Keel Point, LLC | 6,382 | $2.18M | 0.29% | +356+5.9% | Added |
| Verus Capital Partners, LLC | 6,386 | $2.18M | 0.31% | −370−5.5% | Reduced |
| Brave Asset Management Inc | 6,396 | $2.18M | 0.64% | 00.0% | Unchanged |
| Bangor Savings Bank | 6,402 | $2.18M | 0.25% | −19−0.3% | Reduced |
| Intelligence Driven Advisers, LLC | 6,394 | $2.18M | 0.38% | +219+3.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,419 | $2.19M | 0.60% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 6,420 | $2.19M | 0.19% | +63+1.0% | Added |
| Everhart Financial Group, Inc. | 6,420 | $2.19M | 0.92% | +568+9.7% | Added |
| Laraway Financial Inc | 6,423 | $2.19M | 2.17% | −150−2.3% | Reduced |
| Octavia Wealth Advisors, LLC | 6,500 | $2.22M | 0.45% | −94−1.4% | Reduced |
| Trust Co | 6,503 | $2.22M | 0.33% | −3,639−35.9% | Reduced |
| Maple Capital Management, Inc. | 6,533 | $2.23M | 0.24% | −67−1.0% | Reduced |
| Channing Global Advisors, LLC | 6,537 | $2.23M | 2.26% | −80−1.2% | Reduced |
| Brandywine Trust Co | 6,544 | $2.23M | 0.49% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 6,560 | $2.24M | 6.51% | +70+1.1% | Added |
| Connecticut Wealth Management, LLC | 6,583 | $2.24M | 0.16% | +38+0.6% | Added |
| Good Life Advisors, LLC | 6,589 | $2.25M | 0.25% | +67+1.0% | Added |
| George Kaiser Family Foundation | 6,597 | $2.25M | 0.39% | −1,288−16.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,613 | $2.26M | 0.17% | −12−0.2% | Reduced |
| Atlas Brown,Inc. | 6,614 | $2.26M | 0.99% | −10−0.2% | Reduced |
| Wellington Shields & Co., LLC | 6,615 | $2.26M | 0.53% | +11+0.2% | Added |
| Walker Financial Services, Inc. | 6,624 | $2.26M | 2.23% | +13+0.2% | Added |
| Girard Partners Ltd. | 6,639 | $2.26M | 0.24% | −135−2.0% | Reduced |
| Dohj, LLC | 6,650 | $2.27M | 0.97% | +238+3.7% | Added |
| Gradient Capital Advisors, LLC | 6,657 | $2.27M | 0.91% | +368+5.9% | Added |
| Gateway Wealth Partners, LLC | 6,711 | $2.29M | 0.41% | +267+4.1% | Added |
| Kraematon Investment Advisors, Inc | 6,715 | $2.29M | 2.52% | +40+0.6% | Added |
| O'Dell Group, LLC | 6,724 | $2.29M | 0.65% | +3,159+88.6% | Added |
| Addison Advisors LLC | 6,727 | $2.29M | 1.13% | +23+0.3% | Added |
| Relative Value Partners Group, LLC | 6,754 | $2.30M | 0.15% | +1,948+40.5% | Added |
| Prentiss Smith & Co Inc | 6,763 | $2.31M | 1.73% | 00.0% | Unchanged |
| Triumph Capital Management | 6,775 | $2.31M | 1.05% | +203+3.1% | Added |
| BFT Financial Group, LLC | 6,779 | $2.31M | 0.26% | −127−1.8% | Reduced |
| River Wealth Advisors LLC | 6,795 | $2.32M | 0.39% | +116+1.7% | Added |
| Magnolia Capital Management Ltd | 6,801 | $2.32M | 2.09% | +50+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 6,826 | $2.33M | 0.74% | +6,826 | New |
| Redhawk Wealth Advisors, Inc. | 6,848 | $2.34M | 0.71% | +906+15.2% | Added |
| McDaniel Terry & Co | 6,852 | $2.34M | 0.24% | +5,000+270.0% | Added |
| Atlas Private Wealth Management | 6,856 | $2.34M | 1.23% | +1,365+24.9% | Added |
| Holderness Investments Co | 6,866 | $2.34M | 0.86% | +325+5.0% | Added |
| Southland Equity Partners LLC | 6,878 | $2.35M | 0.79% | +321+4.9% | Added |
| Invst, LLC | 6,879 | $2.35M | 0.34% | −57−0.8% | Reduced |
| Tectonic Advisors LLC | 6,889 | $2.35M | 0.29% | −105−1.5% | Reduced |
| Annex Advisory Services, LLC | 6,890 | $2.35M | 0.13% | +273+4.1% | Added |
| Quent Capital, LLC | 6,904 | $2.35M | 0.37% | +39+0.6% | Added |
| Allen Operations LLC | 6,906 | $2.35M | 0.52% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6,914 | $2.36M | 0.58% | −91−1.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,285 | $2.36M | 1.75% | −4,565−66.6% | Reduced |
| Altfest L J & Co Inc | 6,932 | $2.36M | 0.36% | +1,850+36.4% | Added |
| Wealth Alliance Advisory Group, LLC | 6,936 | $2.37M | 0.84% | +410+6.3% | Added |
| Modus Advisors, LLC | 6,945 | $2.37M | 1.02% | +338+5.1% | Added |
| General Partner, Inc. | 6,964 | $2.37M | 1.98% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 6,534 | $2.38M | 2.47% | +2,490+61.6% | Added |
| 1776 Wealth LLC | 6,972 | $2.38M | 1.26% | −100−1.4% | Reduced |
| Altrius Capital Management Inc | 6,982 | $2.38M | 0.71% | +6,982 | New |
| Sunbelt Securities, Inc. | 6,983 | $2.38M | 0.34% | +502+7.7% | Added |
| Ethic Inc. | 6,984 | $2.38M | 0.09% | +1,959+39.0% | Added |
| Sentry LLC | 6,992 | $2.38M | 0.52% | +100+1.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 6,995 | $2.39M | 2.77% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 7,024 | $2.40M | 0.31% | +1,461+26.3% | Added |
| Baystate Wealth Management LLC | 7,042 | $2.40M | 0.20% | +410+6.2% | Added |
| Comerica Securities,inc. | 7,052 | $2.40M | 0.17% | −445−5.9% | Reduced |
| Vestor Capital, LLC | 7,056 | $2.41M | 0.25% | +370+5.5% | Added |
| Relyea Zuckerberg Hanson LLC | 7,058 | $2.41M | 0.54% | −3,379−32.4% | Reduced |
| Conway Capital Management, Inc. | 7,065 | $2.41M | 1.70% | +1,800+34.2% | Added |
| Caliber Wealth Management, LLC | 7,067 | $2.41M | 1.61% | +222+3.2% | Added |
| Select Asset Management & Trust | 7,071 | $2.41M | 1.47% | −213−2.9% | Reduced |
| Weatherly Asset Management L. P. | 7,091 | $2.42M | 0.28% | −15−0.2% | Reduced |
| EPG Wealth Management LLC | 7,113 | $2.43M | 0.72% | −350−4.7% | Reduced |
| Asset Management Group, Inc. | 7,113 | $2.43M | 0.51% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 7,119 | $2.43M | 1.49% | −66−0.9% | Reduced |
| Windsor Advisory Group, LLC | 7,120 | $2.43M | 6.00% | −6−0.1% | Reduced |
| Johnson Bixby & Associates, LLC | 7,125 | $2.43M | 0.50% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,125 | $2.43M | 0.89% | +606+9.3% | Added |
| Lester Murray Antman dba SimplyRich | 7,133 | $2.43M | 0.87% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7,138 | $2.43M | 1.45% | −71−1.0% | Reduced |
| Bremer Bank National Association | 7,153 | $2.44M | 0.47% | −57−0.8% | Reduced |
| Guardian Investment Management | 7,163 | $2.44M | 2.10% | −4,938−40.8% | Reduced |
| Jag Capital Management, LLC | 7,178 | $2.45M | 0.28% | −181−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,180 | $2.45M | 0.02% | −422−5.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7,186 | $2.45M | 1.40% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 7,182 | $2.46M | 0.54% | −43−0.6% | Reduced |
| SlateStone Wealth, LLC | 7,211 | $2.46M | 0.46% | −45−0.6% | Reduced |
| NVWM, LLC | 7,222 | $2.46M | 0.80% | +76+1.1% | Added |
| Samalin Investment Counsel, LLC | 7,229 | $2.46M | 1.33% | −10.0% | Reduced |
| Financial Advisory Group | 7,233 | $2.47M | 0.49% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 7,299 | $2.49M | 2.04% | +689+10.4% | Added |
| Rebalance, LLC | 7,300 | $2.49M | 0.24% | −5,635−43.6% | Reduced |
| Carlson Capital Management | 7,303 | $2.49M | 0.15% | +262+3.7% | Added |
| FourThought Financial Partners, LLC | 7,305 | $2.49M | 0.33% | −114−1.5% | Reduced |
| David R. Rahn & Associates Inc. | 7,310 | $2.49M | 1.17% | +306+4.4% | Added |
| First American Trust, FSB | 7,312 | $2.49M | 0.34% | −607−7.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 7,322 | $2.50M | 1.32% | +127+1.8% | Added |
| McAlister, Sweet & Associates, Inc. | 7,355 | $2.51M | 2.16% | +2,285+45.1% | Added |