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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 9,822 | $3.35M | 0.56% | −30−0.3% | Reduced |
| Highline Wealth Partners LLC | 9,851 | $3.36M | 2.11% | −2,049−17.2% | Reduced |
| Dudley Capital Management, LLC | 9,864 | $3.36M | 2.26% | −285−2.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 9,890 | $3.37M | 1.51% | +625+6.7% | Added |
| Pring Turner Capital Group Inc | 9,908 | $3.38M | 3.10% | +491+5.2% | Added |
| Aberdeen Wealth Management LLC | 16,123 | $3.39M | 2.45% | +7,138+79.4% | Added |
| Canvas Wealth Advisors, LLC | 9,707 | $3.39M | 1.26% | −152−1.5% | Reduced |
| HPC Germany GmbH & Co. KG | 9,963 | $3.40M | 4.24% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 9,991 | $3.41M | 0.33% | −201−2.0% | Reduced |
| Cipher Capital LP | 10,036 | $3.42M | 0.58% | −9,827−49.5% | Reduced |
| Channel Wealth LLC | 10,045 | $3.43M | 1.97% | +1,135+12.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,050 | $3.43M | 2.40% | 00.0% | Unchanged |
| Adirondack Trust Co | 9,782 | $3.44M | 1.61% | +28+0.3% | Added |
| Union Heritage Capital, LLC | 10,105 | $3.45M | 1.87% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 10,236 | $3.45M | 1.04% | +495+5.1% | Added |
| Hixon Zuercher, LLC | 10,123 | $3.45M | 1.74% | +4,874+92.9% | Added |
| Wealthsource Partners, LLC | 10,140 | $3.46M | 0.23% | −1,390−12.1% | Reduced |
| Dorchester Wealth Management Co | 10,150 | $3.46M | 0.70% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 10,196 | $3.48M | 1.88% | +70+0.7% | Added |
| Rockingstone Advisors LLC | 10,203 | $3.48M | 1.96% | +1,004+10.9% | Added |
| Legacy Financial Strategies, LLC | 10,227 | $3.49M | 1.17% | −97−0.9% | Reduced |
| Blueprint Investment Partners LLC | 10,241 | $3.49M | 1.25% | −3,647−26.3% | Reduced |
| Bridgewater Advisors Inc. | 10,242 | $3.49M | 0.70% | +15+0.1% | Added |
| Rossmore Private Capital | 10,259 | $3.50M | 0.52% | +41+0.4% | Added |
| Financial Engines Advisors L.L.C. | 10,263 | $3.50M | 0.01% | +24+0.2% | Added |
| Mengis Capital Management, Inc. | 10,264 | $3.50M | 0.70% | −62−0.6% | Reduced |
| CRA Financial Services, LLC | 10,272 | $3.50M | 0.95% | +389+3.9% | Added |
| Washington Trust Bank | 10,273 | $3.50M | 0.36% | +10+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 10,302 | $3.51M | 0.84% | +483+4.9% | Added |
| Pinkerton Retirement Specialists, LLC | 10,322 | $3.52M | 0.70% | −15−0.1% | Reduced |
| Curbstone Financial Management Corp | 10,324 | $3.52M | 0.84% | −104−1.0% | Reduced |
| MBL Wealth, LLC | 10,328 | $3.52M | 0.50% | +45+0.4% | Added |
| Grant/GrossMendelsohn, LLC | 10,257 | $3.52M | 1.43% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 10,364 | $3.53M | 0.65% | −2,011−16.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 10,374 | $3.54M | 3.53% | −210−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 10,405 | $3.55M | 0.17% | +5,762+124.1% | Added |
| Forte Capital LLC | 10,404 | $3.55M | 0.51% | −875−7.8% | Reduced |
| Core Wealth Partners LLC | 10,442 | $3.56M | 3.29% | +335+3.3% | Added |
| Northwest Wealth Management, LLC | 10,469 | $3.57M | 1.29% | +23+0.2% | Added |
| Cohen & Steers, Inc. | 10,507 | $3.58M | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 10,508 | $3.58M | 1.15% | +3,262+45.0% | Added |
| Crewe Advisors LLC | 10,512 | $3.58M | 0.50% | −67−0.6% | Reduced |
| Greenup Street Wealth Management LLC | 10,516 | $3.59M | 0.98% | +7,754+280.7% | Added |
| NorthCrest Asset Manangement, LLC | 10,538 | $3.59M | 0.14% | +44+0.4% | Added |
| Herbst Group, LLC | 10,549 | $3.60M | 2.49% | −65−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,587 | $3.61M | 0.35% | −2,473−18.9% | Reduced |
| First City Capital Management, Inc. | 10,593 | $3.61M | 2.13% | −43−0.4% | Reduced |
| Intrepid Capital Management Inc | 10,593 | $3.61M | 2.54% | −312−2.9% | Reduced |
| James Investment Research Inc | 10,644 | $3.63M | 0.46% | +1,628+18.1% | Added |
| Black Swift Group, LLC | 10,653 | $3.63M | 1.24% | −297−2.7% | Reduced |
| Dimension Capital Management LLC | 10,659 | $3.63M | 0.79% | +3,401+46.9% | Added |
| J. W. Coons Advisors, LLC | 10,664 | $3.64M | 0.99% | +100+0.9% | Added |
| DFPG Investments, LLC | 10,681 | $3.66M | 0.33% | −300−2.7% | Reduced |
| Focused Wealth Management, Inc | 10,752 | $3.67M | 0.66% | −7−0.1% | Reduced |
| Flagstone Financial Management | 10,793 | $3.68M | 1.73% | −95−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,801 | $3.68M | 0.65% | −78−0.7% | Reduced |
| Richard P Slaughter Associates Inc | 10,810 | $3.69M | 1.06% | −82−0.8% | Reduced |
| Delta Financial Advisors LLC | 10,822 | $3.69M | 1.63% | −85−0.8% | Reduced |
| Claybrook Capital, LLC | 10,845 | $3.70M | 1.97% | +340+3.2% | Added |
| Capital Investment Advisory Services, LLC | 10,858 | $3.70M | 0.37% | +739+7.3% | Added |
| Allred Capital Management, LLC | 10,859 | $3.70M | 1.82% | −73−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 10,880 | $3.71M | 1.87% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,881 | $3.71M | 0.18% | +51+0.5% | Added |
| Ballast Advisors LLC | 10,884 | $3.71M | 1.40% | −266−2.4% | Reduced |
| Visionary Wealth Advisors | 10,897 | $3.72M | 0.30% | −274−2.5% | Reduced |
| Sandy Cove Advisors, LLC | 10,900 | $3.72M | 2.12% | +242+2.3% | Added |
| Little House Capital LLC | 10,902 | $3.72M | 1.58% | +388+3.7% | Added |
| Mission Creek Capital Partners, Inc. | 10,902 | $3.72M | 1.20% | +786+7.8% | Added |
| Gs Investments, Inc. | 10,919 | $3.72M | 2.03% | −90−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,919 | $3.72M | 0.70% | +3,040+38.6% | Added |
| Soditic Asset Management LLP | 10,920 | $3.72M | 2.72% | 00.0% | Unchanged |
| City State Bank | 10,926 | $3.73M | 2.01% | +176+1.6% | Added |
| Lathrop Investment Management Corp | 10,976 | $3.74M | 0.76% | +8+0.1% | Added |
| Bislett Management, LLC | 11,000 | $3.75M | 2.43% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 11,000 | $3.75M | 0.61% | 00.0% | Unchanged |
| Summit Global Investments | 11,051 | $3.77M | 0.25% | +6,607+148.7% | Added |
| Nova R Wealth, Inc. | 11,088 | $3.78M | 2.54% | −25−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 11,129 | $3.79M | 1.93% | +50.0% | Added |
| Whitener Capital Management, Inc. | 11,136 | $3.80M | 1.46% | −645−5.5% | Reduced |
| EagleClaw Capital Managment, LLC | 11,145 | $3.80M | 0.87% | −734−6.2% | Reduced |
| Curtis Advisory Group, LLC | 11,153 | $3.80M | 1.22% | +36+0.3% | Added |
| Gallacher Capital Management LLC | 11,195 | $3.82M | 2.20% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11,201 | $3.82M | 0.62% | +809+7.8% | Added |
| Sage Mountain Advisors LLC | 11,201 | $3.82M | 0.54% | +1,063+10.5% | Added |
| Meiji Yasuda Life Insurance Co | 11,211 | $3.82M | 0.10% | +1,512+15.6% | Added |
| Basepoint Wealth LLC | 11,212 | $3.82M | 3.16% | +50+0.4% | Added |
| Capital Wealth Alliance, LLC | 11,221 | $3.83M | 2.87% | +83+0.7% | Added |
| Harfst & Associates, Inc. | 11,237 | $3.83M | 1.02% | +971+9.5% | Added |
| Chicago Trust Co NA | 11,252 | $3.84M | 0.92% | +94+0.8% | Added |
| Legacy Advisors, LLC | 11,262 | $3.84M | 0.57% | −376−3.2% | Reduced |
| SageView Advisory Group, LLC | 11,308 | $3.86M | 0.21% | +1,201+11.9% | Added |
| First National Bank Sioux Falls | 11,333 | $3.86M | 2.45% | −315−2.7% | Reduced |
| Cutler Group LP | 11,358 | $3.87M | 0.91% | +11,358 | New |
| QV Investors Inc. | 11,366 | $3.88M | 0.35% | −560−4.7% | Reduced |
| Endurance Wealth Management, Inc. | 11,374 | $3.88M | 0.53% | −121−1.1% | Reduced |
| Advisor Resource Council | 11,387 | $3.88M | 2.26% | −3,370−22.8% | Reduced |
| Investment Management Associates Inc | 11,408 | $3.89M | 1.42% | −189−1.6% | Reduced |
| Pacific Sun Financial Corp | 12,601 | $3.89M | 2.60% | +12,601 | New |
| Evergreen Wealth Management, LLC | 11,433 | $3.90M | 3.05% | +993+9.5% | Added |
| Robertson Stephens Wealth Management, LLC | 11,436 | $3.90M | 0.28% | −3,527−23.6% | Reduced |