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; 4,928 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
- 3,596
- +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
- 1,362 more added
- Sold out
- 88
- 1,445 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Insight Financial Services | 547 | $186.5K | 0.46% | +78+16.6% | Added |
| Quaker Capital Investments, LLC | 570 | $194.4K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 575 | $196.0K | 0.09% | −33−5.4% | Reduced |
| PSI Advisors, LLC | 582 | $198.5K | 0.09% | +135+30.2% | Added |
| Narwhal Capital Management | 587 | $200.2K | 0.02% | +587 | New |
| Tri Locum Partners LP | 588 | $200.5K | 0.07% | +588 | New |
| Oxinas Partners Wealth Management LLC | 589 | $200.8K | 0.13% | −100−14.5% | Reduced |
| BMS Financial Advisors, LLC | 589 | $200.8K | 0.13% | +589 | New |
| Kalos Management, Inc. | 590 | $201.2K | 0.43% | −5−0.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 593 | $202.2K | 0.06% | −83−12.3% | Reduced |
| OmniStar Financial Group, Inc. | 595 | $202.9K | 0.24% | +595 | New |
| GW&K Investment Management, LLC | 596 | $203.0K | 0.00% | +585+5,318.2% | Added |
| Meridian Financial Partners LLC | 587 | $203.0K | 0.12% | +587 | New |
| Regal Wealth Group, Inc. | 597 | $203.5K | 0.13% | +597 | New |
| Notis-McConarty Edward | 600 | $204.6K | 0.08% | −190−24.1% | Reduced |
| Advanced Research Investment Solutions, LLC | 602 | $205.3K | 0.12% | +602 | New |
| Auour Investments LLC | 603 | $205.6K | 0.09% | +603 | New |
| Kaydan Wealth Management, Inc. | 603 | $205.6K | 0.09% | +603 | New |
| Towerpoint Wealth, LLC | 604 | $206.0K | 0.12% | +604 | New |
| Lipe & Dalton | 605 | $206.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 605 | $206.3K | 0.11% | −736−54.9% | Reduced |
| PCG Wealth Advisors, LLC | 605 | $206.3K | 0.13% | −71−10.5% | Reduced |
| jvl associates llc | 609 | $207.7K | 0.10% | +609 | New |
| Pacific Wealth Management | 612 | $208.7K | 0.14% | +612 | New |
| Afg Fiduciary Services Limited Partnership | 618 | $210.8K | 0.16% | +618 | New |
| Atom Investors LP | 619 | $211.1K | 0.08% | +619 | New |
| Invictus Private Wealth, LLC | 621 | $211.8K | 0.02% | +621 | New |
| Ceera Investments, LLC | 622 | $212.1K | 0.12% | +622 | New |
| Spectrum Wealth Advisory Group, LLC | 625 | $213.1K | 0.28% | +625 | New |
| Investors Research Corp | 626 | $213.5K | 0.05% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 627 | $213.8K | 0.12% | +7+1.1% | Added |
| Signature Wealth Management Group | 627 | $213.8K | 0.10% | +627 | New |
| DSC Advisors, L.P. | 628 | $214.1K | 0.34% | +628 | New |
| Ascent Wealth Partners, LLC | 632 | $215.5K | 0.04% | +632 | New |
| Trilogy Capital Inc. | 626 | $216.4K | 0.01% | +626 | New |
| Fluent Financial, LLC | 636 | $216.9K | 0.14% | −62−8.9% | Reduced |
| Financial Freedom, LLC | 640 | $218.2K | 0.15% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 644 | $219.6K | 0.15% | −27−4.0% | Reduced |
| Dentgroup LLC | 645 | $219.9K | 0.16% | +645 | New |
| Berkshire Bank | 645 | $219.9K | 0.06% | +645 | New |
| Capital International Inc | 646 | $220.3K | 0.00% | −48−6.9% | Reduced |
| Arbor Capital Management Inc | 649 | $220.4K | 0.17% | −90−12.2% | Reduced |
| First Washington CORP | 650 | $221.7K | 0.10% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 655 | $223.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 654 | $223.0K | 0.09% | +654 | New |
| BCM Advisors, LLC | 650 | $223.3K | 0.06% | 00.0% | Unchanged |
| Hill Island Financial LLC | 656 | $223.7K | 0.08% | 00.0% | Unchanged |
| WorthPointe, LLC | 656 | $223.7K | 0.14% | +656 | New |
| McCarthy Asset Management, Inc. | 658 | $224.4K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 700 | $224.8K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 660 | $225.0K | 0.01% | +160+32.0% | Added |
| Talbot Financial, LLC | 660 | $225.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 661 | $225.4K | 0.09% | +661 | New |
| Valley Forge Investment Consultants Inc Adv | 663 | $226.1K | 0.11% | 00.0% | Unchanged |
| Cohen Lawrence B | 664 | $226.4K | 0.14% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 665 | $226.8K | 0.08% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 659 | $226.9K | 0.12% | 00.0% | Unchanged |
| Bank Ozk | 666 | $227.1K | 0.11% | −8−1.2% | Reduced |
| Clifford Group, LLC | 666 | $227.1K | 0.24% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 667 | $227.4K | 0.16% | 00.0% | Unchanged |
| Drake & Associates, LLC | 668 | $227.8K | 0.10% | −6−0.9% | Reduced |
| Seed Wealth Management, Inc. | 669 | $228.1K | 0.24% | 00.0% | Unchanged |
| Bay Rivers Group | 670 | $228.5K | 0.17% | −200−23.0% | Reduced |
| Rodgers & Associates, LTD | 670 | $228.5K | 0.03% | −55−7.6% | Reduced |
| Intrepid Financial Planning Group LLC | 670 | $228.5K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 671 | $229.0K | 0.05% | −111−14.2% | Reduced |
| Arcadia Investment Management Corp | 673 | $229.5K | 0.05% | −214−24.1% | Reduced |
| Guardian Wealth Advisors, LLC | 674 | $229.8K | 0.17% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 674 | $230.0K | 0.06% | −18−2.6% | Reduced |
| Advance Capital Management, Inc. | 675 | $230.2K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Community Foundation | 675 | $230.2K | 0.03% | +180+36.4% | Added |
| Josh Arnold Investment Consultant, LLC | 675 | $230.2K | 0.22% | +675 | New |
| Acima Private Wealth, LLC | 679 | $231.5K | 0.11% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 679 | $231.5K | 0.31% | +679 | New |
| Ironwood Investment Management LLC | 680 | $231.9K | 0.13% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $232.6K | 0.14% | 00.0% | Unchanged |
| Strategic Equity Management | 685 | $233.6K | 0.08% | +10+1.5% | Added |
| Blue Square Asset Management, LLC | 690 | $235.3K | 0.17% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 692 | $236.0K | 0.17% | −41−5.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 693 | $236.3K | 0.13% | +693 | New |
| Montgomery Investment Management Inc | 694 | $236.7K | 0.08% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 695 | $237.0K | 0.08% | −15−2.1% | Reduced |
| New England Professional Planning Group Inc. | 695 | $237.0K | 0.14% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 693 | $237.0K | 0.11% | −97−12.3% | Reduced |
| Planning Directions Inc | 696 | $237.0K | 0.17% | +696 | New |
| Long Road Investment Counsel, LLC | 700 | $239.0K | 0.11% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 700 | $239.0K | 0.11% | +200+40.0% | Added |
| One + One Wealth Management, LLC | 701 | $239.0K | 0.15% | −388−35.6% | Reduced |
| Eastover Investment Advisors LLC | 701 | $239.0K | 0.13% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 701 | $239.0K | 0.10% | +4+0.6% | Added |
| Darwin Advisors, LLC | 697 | $239.3K | 0.06% | −250−26.4% | Reduced |
| Tenret Co LLC | 703 | $239.7K | 0.20% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 703 | $239.7K | 0.13% | 00.0% | Unchanged |
| Central Bank & Trust Co | 704 | $240.1K | 0.04% | +76+12.1% | Added |
| Second Half Financial Partners, LLC | 705 | $240.4K | 0.05% | +705 | New |
| Castleview Partners, LLC | 706 | $240.7K | 0.22% | −16−2.2% | Reduced |
| Refined Wealth Management | 706 | $240.7K | 0.20% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 708 | $241.4K | 0.07% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 710 | $242.1K | 0.16% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 711 | $242.5K | 0.11% | −36−4.8% | Reduced |