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 |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 7,358 | $2.51M | 1.11% | +595+8.8% | Added |
| Roof Eidam & Maycock | 7,367 | $2.51M | 0.84% | +69+0.9% | Added |
| Callan Family Office, LLC | 7,369 | $2.51M | 0.66% | −403−5.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,383 | $2.52M | 0.01% | +101+1.4% | Added |
| Petra Financial Advisors Inc | 7,403 | $2.52M | 2.25% | −146−1.9% | Reduced |
| Trust Co of Oklahoma | 7,408 | $2.53M | 0.93% | −118−1.6% | Reduced |
| Private Capital Management LLC | 7,422 | $2.53M | 0.72% | +60+0.8% | Added |
| HBW Advisory Services LLC | 7,424 | $2.53M | 0.55% | +1,094+17.3% | Added |
| Investment Research & Advisory Group, Inc. | 7,426 | $2.53M | 1.48% | −39−0.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,426 | $2.53M | 1.08% | −20.0% | Reduced |
| Vaughan David Investments LLC | 7,432 | $2.53M | 0.07% | +2,188+41.7% | Added |
| Formidable Asset Management, LLC | 7,438 | $2.54M | 0.55% | +20.0% | Added |
| Ledge Wealth Management, Inc. | 7,438 | $2.54M | 1.21% | −1,016−12.0% | Reduced |
| St. Louis Trust Co | 7,438 | $2.54M | 0.47% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,459 | $2.54M | 1.00% | +765+11.4% | Added |
| Field & Main Bank | 7,465 | $2.55M | 1.42% | +74+1.0% | Added |
| Delphi Management Inc | 7,498 | $2.56M | 2.69% | +7,498 | New |
| Aj Wealth Strategies, LLC | 7,508 | $2.56M | 0.12% | +268+3.7% | Added |
| Westshore Wealth, LLC | 7,513 | $2.56M | 1.31% | −15−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 7,525 | $2.57M | 1.18% | +67+0.9% | Added |
| Seelaus Asset Management LLC | 7,532 | $2.57M | 2.02% | −340−4.3% | Reduced |
| Norway Savings Bank | 7,542 | $2.57M | 1.40% | +550+7.9% | Added |
| Cortland Associates Inc | 7,543 | $2.57M | 0.41% | +10.0% | Added |
| SNS Financial Group, LLC | 7,566 | $2.58M | 0.34% | −110−1.4% | Reduced |
| Planning Center, Inc. | 7,591 | $2.59M | 0.66% | +552+7.8% | Added |
| Trifecta Capital Advisors, LLC | 7,612 | $2.60M | 0.84% | −40−0.5% | Reduced |
| Park National Corp | 7,614 | $2.60M | 0.11% | −57−0.7% | Reduced |
| IPG Investment Advisors LLC | 7,624 | $2.60M | 0.57% | −2,044−21.1% | Reduced |
| Wealth Alliance | 7,664 | $2.61M | 0.39% | +111+1.5% | Added |
| Hikari Power Ltd | 7,670 | $2.62M | 0.25% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,670 | $2.62M | 0.02% | −1,440−15.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,670 | $2.62M | 0.74% | +700+10.0% | Added |
| Phocas Financial Corp. | 7,682 | $2.62M | 0.36% | +719+10.3% | Added |
| SMART Wealth LLC | 7,693 | $2.62M | 1.98% | +30+0.4% | Added |
| Versant Capital Management, Inc | 7,705 | $2.63M | 0.84% | +77+1.0% | Added |
| James Hambro & Partners | 7,711 | $2.63M | 0.17% | +666+9.5% | Added |
| Vicus Capital | 7,714 | $2.63M | 0.27% | −133−1.7% | Reduced |
| Keystone Financial Services | 7,732 | $2.64M | 1.35% | +31+0.4% | Added |
| TrinityPoint Wealth, LLC | 7,740 | $2.64M | 0.52% | +52+0.7% | Added |
| Executive Wealth Management, LLC | 7,748 | $2.64M | 0.27% | +1,945+33.5% | Added |
| Compass Financial Group, INC | 7,761 | $2.65M | 0.79% | +90+1.2% | Added |
| Portside Wealth Group, LLC | 7,765 | $2.65M | 0.49% | +7,765 | New |
| Old West Investment Management, LLC | 7,778 | $2.65M | 1.39% | +293+3.9% | Added |
| FLC Capital Advisors | 7,810 | $2.66M | 0.78% | −43−0.5% | Reduced |
| E&G Advisors, LP | 7,819 | $2.67M | 0.93% | +77+1.0% | Added |
| Klingman & Associates, LLC | 7,853 | $2.68M | 0.22% | −203−2.5% | Reduced |
| Tufton Capital Management | 7,878 | $2.69M | 0.58% | −1,077−12.0% | Reduced |
| Amica Retiree Medical Trust | 7,880 | $2.69M | 3.00% | −1,038−11.6% | Reduced |
| Jackson Wealth Management, LLC | 7,879 | $2.69M | 0.39% | +573+7.8% | Added |
| Lederer & Associates Investment Counsel | 7,906 | $2.70M | 2.03% | +102+1.3% | Added |
| Alesco Advisors LLC | 7,912 | $2.70M | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 7,925 | $2.70M | 0.22% | +935+13.4% | Added |
| Quadrant Private Wealth Management, LLC | 7,927 | $2.70M | 0.78% | +27+0.3% | Added |
| Capital Planning Advisors, LLC | 7,930 | $2.70M | 0.55% | +2,413+43.7% | Added |
| Pacific Center for Financial Services | 7,948 | $2.71M | 0.89% | −93−1.2% | Reduced |
| Bath Savings Trust Co | 7,962 | $2.72M | 0.32% | +3,000+60.5% | Added |
| Rocky Mountain Advisers, LLC | 8,794 | $2.72M | 1.45% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 7,967 | $2.72M | 0.54% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,979 | $2.72M | 1.22% | −274−3.3% | Reduced |
| Next Capital Management LLC | 8,006 | $2.73M | 1.26% | +248+3.2% | Added |
| Oak Grove Capital LLC | 8,011 | $2.73M | 1.00% | +443+5.9% | Added |
| Canandaigua National Bank & Trust Co | 8,017 | $2.73M | 0.44% | −214−2.6% | Reduced |
| Cumberland Partners Ltd | 8,023 | $2.74M | 0.25% | +122+1.5% | Added |
| Sonora Investment Management Group, LLC | 8,023 | $2.74M | 0.23% | +392+5.1% | Added |
| Freedom Day Solutions, LLC | 8,043 | $2.74M | 1.22% | −26−0.3% | Reduced |
| Rede Wealth, LLC | 8,070 | $2.75M | 1.31% | −113−1.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,089 | $2.76M | 0.54% | +500+6.6% | Added |
| Advisory Research Inc | 8,099 | $2.76M | 0.35% | +2,598+47.2% | Added |
| Ausdal Financial Partners, Inc. | 8,111 | $2.77M | 0.38% | −202−2.4% | Reduced |
| Winthrop Advisory Group LLC | 8,111 | $2.77M | 0.44% | +692+9.3% | Added |
| Wimmer Associates 1, LLC | 8,115 | $2.77M | 1.66% | −23−0.3% | Reduced |
| Mad River Investors | 7,863 | $2.77M | 2.05% | −250−3.1% | Reduced |
| Kaye Capital Management | 8,125 | $2.77M | 1.35% | +101+1.3% | Added |
| BigSur Wealth Management LLC | 8,135 | $2.77M | 1.33% | −2,900−26.3% | Reduced |
| Acropolis Investment Management, LLC | 8,136 | $2.77M | 0.22% | +657+8.8% | Added |
| Oakworth Capital, Inc. | 8,139 | $2.78M | 0.24% | +204+2.6% | Added |
| New England Research & Management, Inc. | 8,145 | $2.78M | 1.61% | −80−1.0% | Reduced |
| SOL Capital Management CO | 8,147 | $2.78M | 0.42% | +175+2.2% | Added |
| Aufman Associates Inc | 8,160 | $2.78M | 2.30% | −160−1.9% | Reduced |
| Hodges Capital Management Inc. | 7,163 | $2.78M | 0.16% | −885−11.0% | Reduced |
| Twin Lakes Capital Management, LLC | 8,172 | $2.79M | 1.98% | −163−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,180 | $2.79M | 0.01% | −3,190−28.1% | Reduced |
| Landmark Financial Advisors, LLC | 8,189 | $2.79M | 1.15% | −791−8.8% | Reduced |
| VeraBank, N.A. | 8,189 | $2.79M | 1.08% | −250−3.0% | Reduced |
| Chilton Capital Management LLC | 8,191 | $2.79M | 0.15% | +501+6.5% | Added |
| Cynosure Management, LLC | 8,196 | $2.79M | 0.84% | +8,196 | New |
| Strategic Investment Solutions, Inc. | 8,628 | $2.80M | 0.57% | −515−5.6% | Reduced |
| C2C Wealth Management, LLC | 8,095 | $2.80M | 0.37% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 8,240 | $2.81M | 3.20% | −68−0.8% | Reduced |
| Nottingham Advisors, Inc. | 8,245 | $2.81M | 0.37% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 8,267 | $2.82M | 0.16% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 8,273 | $2.82M | 1.11% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 8,282 | $2.82M | 1.41% | −848−9.3% | Reduced |
| Marino, Stram & Associates LLC | 8,286 | $2.83M | 0.80% | +185+2.3% | Added |
| Catalyst Financial Partners LLC | 8,286 | $2.83M | 1.01% | +1,060+14.7% | Added |
| Marks Group Wealth Management, Inc | 8,292 | $2.83M | 0.34% | −91−1.1% | Reduced |
| Capstone Triton Financial Group, LLC | 8,303 | $2.83M | 1.95% | +57+0.7% | Added |
| Lodestone Wealth Management LLC | 8,320 | $2.84M | 1.96% | +40+0.5% | Added |
| McIlrath & Eck, LLC | 8,340 | $2.84M | 0.60% | +34+0.4% | Added |
| Prairiewood Capital, LLC | 8,347 | $2.85M | 1.91% | −625−7.0% | Reduced |