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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 8,347 | $2.85M | 0.26% | +8+0.1% | Added |
| Larson Financial Group LLC | 8,349 | $2.85M | 0.28% | +687+9.0% | Added |
| Summit X, LLC | 8,357 | $2.85M | 0.69% | −89−1.1% | Reduced |
| Essex Savings Bank | 8,364 | $2.85M | 0.95% | +217+2.7% | Added |
| Garde Capital, Inc. | 8,366 | $2.85M | 0.24% | −464−5.3% | Reduced |
| Western Pacific Wealth Management, LP | 8,369 | $2.85M | 2.16% | +280+3.5% | Added |
| IMS Capital Management | 8,379 | $2.86M | 1.59% | +199+2.4% | Added |
| BOK Financial Private Wealth, Inc. | 8,395 | $2.86M | 0.23% | −1,969−19.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 8,400 | $2.86M | 0.95% | −30−0.4% | Reduced |
| Chapin Davis, Inc. | 8,425 | $2.87M | 1.36% | +673+8.7% | Added |
| Titleist Asset Management, LLC | 8,443 | $2.88M | 0.57% | +1,996+31.0% | Added |
| Cadent Capital Advisors, LLC | 8,451 | $2.88M | 1.79% | +160+1.9% | Added |
| Patton Albertson Miller Group, LLC | 8,482 | $2.89M | 0.56% | −999−10.5% | Reduced |
| Moreno Evelyn V | 8,485 | $2.89M | 0.62% | −85−1.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,489 | $2.89M | 2.29% | −623−6.8% | Reduced |
| Permanens Capital L.P. | 8,500 | $2.90M | 0.67% | +8,500 | New |
| ICICI Prudential Asset Management Co Ltd | 8,514 | $2.90M | 0.37% | −1,900−18.2% | Reduced |
| Wilkinson Global Asset Management LLC | 8,528 | $2.91M | 0.22% | −535−5.9% | Reduced |
| Garden State Investment Advisory Services LLC | 8,528 | $2.91M | 1.29% | +1,607+23.2% | Added |
| Smith, Moore & Co. | 8,575 | $2.92M | 0.37% | +454+5.6% | Added |
| Crosspoint Financial, LLC | 8,605 | $2.93M | 29.85% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 8,620 | $2.94M | 0.35% | +135+1.6% | Added |
| RKL Wealth Management LLC | 8,627 | $2.94M | 0.35% | +436+5.3% | Added |
| Bill Few Associates, Inc. | 8,653 | $2.95M | 1.52% | −34−0.4% | Reduced |
| JSF Financial, LLC | 8,655 | $2.95M | 1.04% | −234−2.6% | Reduced |
| Intellectus Partners, LLC | 8,659 | $2.95M | 0.89% | +100+1.2% | Added |
| Naviter Wealth, LLC | 8,691 | $2.96M | 0.75% | +808+10.2% | Added |
| Dean Investment Associates, LLC | 8,707 | $2.97M | 0.48% | −647−6.9% | Reduced |
| Resurgent Financial Advisors LLC | 8,719 | $2.97M | 1.97% | −16−0.2% | Reduced |
| LWM Advisory Services, LLC | 8,724 | $2.97M | 3.14% | +36+0.4% | Added |
| Vance Wealth, Inc. | 8,739 | $2.98M | 1.36% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 8,762 | $2.99M | 1.54% | −953−9.8% | Reduced |
| BerganKDV Wealth Management, LLC | 8,766 | $2.99M | 0.30% | −469−5.1% | Reduced |
| FDx Advisors, Inc. | 8,792 | $3.00M | 0.16% | +530+6.4% | Added |
| Truvestments Capital LLC | 8,800 | $3.00M | 1.49% | +309+3.6% | Added |
| Hartford Financial Management Inc. | 8,841 | $3.01M | 0.75% | −827−8.6% | Reduced |
| Manhattan West Asset Management, LLC | 8,872 | $3.03M | 1.13% | +2,476+38.7% | Added |
| Bank Hapoalim BM | 8,890 | $3.03M | 0.43% | −318−3.5% | Reduced |
| Personal Cfo Solutions, LLC | 8,919 | $3.04M | 0.62% | +67+0.8% | Added |
| Beacon Investment Advisory Services, Inc. | 8,925 | $3.04M | 0.14% | −150−1.7% | Reduced |
| Balboa Wealth Partners | 8,943 | $3.05M | 1.06% | −238−2.6% | Reduced |
| Schnieders Capital Management LLC | 8,948 | $3.05M | 0.64% | −21−0.2% | Reduced |
| AXS Investments LLC | 8,955 | $3.05M | 0.82% | −337−3.6% | Reduced |
| Deane Retirement Strategies, Inc. | 8,986 | $3.06M | 1.68% | +40+0.4% | Added |
| WFA of San Diego, LLC | 8,987 | $3.06M | 3.01% | −1,942−17.8% | Reduced |
| Orser Capital Management, LLC | 9,011 | $3.07M | 3.13% | −99−1.1% | Reduced |
| First Citizens Financial Corp | 9,037 | $3.08M | 2.09% | +9,037 | New |
| TCG Advisory Services, LLC | 9,042 | $3.08M | 0.52% | +562+6.6% | Added |
| Phoenix Wealth Advisors | 9,060 | $3.09M | 1.80% | −240−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 9,070 | $3.09M | 0.13% | +1,802+24.8% | Added |
| NTV Asset Management LLC | 9,089 | $3.10M | 0.54% | 00.0% | Unchanged |
| LPWM LLC | 9,120 | $3.12M | 1.38% | +9,120 | New |
| Deltec Asset Management LLC | 9,153 | $3.12M | 0.68% | −260−2.8% | Reduced |
| Ashford Capital Management Inc | 9,165 | $3.13M | 0.44% | −111−1.2% | Reduced |
| CenterBook Partners LP | 9,174 | $3.13M | 0.39% | −967−9.5% | Reduced |
| Webster Bank, N. A. | 9,210 | $3.14M | 0.41% | −510−5.2% | Reduced |
| BancorpSouth Bank | 9,211 | $3.14M | 0.27% | −5−0.1% | Reduced |
| Journey Advisory Group, LLC | 9,213 | $3.14M | 0.47% | −266−2.8% | Reduced |
| Triangle Securities Wealth Management | 9,214 | $3.14M | 1.08% | −145−1.5% | Reduced |
| REDW Wealth LLC | 9,250 | $3.15M | 0.95% | +81+0.9% | Added |
| My Personal CFO, LLC | 9,265 | $3.16M | 2.48% | +13+0.1% | Added |
| Credit Agricole S A | 9,274 | $3.16M | 0.10% | +2,356+34.1% | Added |
| Leonteq Securities AG | 9,276 | $3.16M | 0.32% | −5,675−38.0% | Reduced |
| Parisi Gray Wealth Management | 10,254 | $3.17M | 1.45% | +3,165+44.6% | Added |
| SignalPoint Asset Management, LLC | 9,288 | $3.17M | 0.97% | +40+0.4% | Added |
| Gould Capital, LLC | 9,325 | $3.18M | 2.43% | −439−4.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 9,359 | $3.19M | 0.93% | −60−0.6% | Reduced |
| Advisory Alpha, LLC | 9,370 | $3.20M | 0.16% | +5,734+157.7% | Added |
| Dorsey Wright & Associates | 9,375 | $3.20M | 0.96% | −193−2.0% | Reduced |
| X-Square Capital, LLC | 9,425 | $3.21M | 2.16% | −204−2.1% | Reduced |
| Evermay Wealth Management LLC | 9,440 | $3.22M | 0.62% | −149−1.6% | Reduced |
| Orca Investment Management, LLC | 9,445 | $3.22M | 3.51% | −365−3.7% | Reduced |
| Capitol Family Office, Inc. | 9,452 | $3.22M | 7.36% | −144−1.5% | Reduced |
| Dash Acquisitions Inc. | 9,462 | $3.23M | 1.28% | +596+6.7% | Added |
| Alpha Omega Wealth Management LLC | 9,474 | $3.23M | 0.55% | −63−0.7% | Reduced |
| Hourglass Capital, LLC | 9,488 | $3.24M | 1.13% | +75+0.8% | Added |
| UniSuper Management Pty Ltd | 9,500 | $3.24M | 0.04% | +9,500 | New |
| Wambolt & Associates, LLC | 9,517 | $3.25M | 1.15% | +270+2.9% | Added |
| Confluence Wealth Services, Inc. | 9,519 | $3.25M | 0.69% | +167+1.8% | Added |
| Main Street Research LLC | 9,527 | $3.25M | 0.52% | +1,138+13.6% | Added |
| Islay Capital Management, LLC | 9,547 | $3.26M | 2.87% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 9,547 | $3.26M | 0.56% | +788+9.0% | Added |
| Tyler-Stone Wealth Management | 9,553 | $3.26M | 1.84% | +9,553 | New |
| Lineweaver Wealth Advisors, LLC | 9,575 | $3.27M | 0.93% | −618−6.1% | Reduced |
| Auto-Owners Insurance Co | 9,580 | $3.27M | 0.11% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 9,581 | $3.27M | 0.16% | +690+7.8% | Added |
| Papp L Roy & Associates | 9,623 | $3.28M | 0.42% | +5+0.1% | Added |
| Searle & Co. | 9,326 | $3.28M | 1.02% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 9,630 | $3.28M | 0.37% | −445−4.4% | Reduced |
| WealthTrust Axiom LLC | 9,635 | $3.29M | 1.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 9,617 | $3.29M | 1.51% | −25−0.3% | Reduced |
| Lantz Financial LLC | 9,683 | $3.30M | 1.29% | +77+0.8% | Added |
| Greenwood Capital Associates LLC | 9,729 | $3.32M | 0.47% | −28−0.3% | Reduced |
| Trust Co of Virginia | 9,734 | $3.32M | 0.35% | −458−4.5% | Reduced |
| Legato Capital Management LLC | 9,749 | $3.32M | 0.45% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 9,682 | $3.33M | 0.88% | +331+3.5% | Added |
| Bull Street Advisors, LLC | 9,785 | $3.34M | 1.71% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,789 | $3.34M | 0.54% | −66−0.7% | Reduced |
| Eqis Capital Management, Inc. | 9,820 | $3.35M | 0.38% | −2,346−19.3% | Reduced |
| Valley National Advisers Inc | 9,819 | $3.35M | 0.56% | +62+0.6% | Added |