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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 11,520 | $3.93M | 1.35% | −655−5.4% | Reduced |
| StoneX Group Inc. | 11,525 | $3.93M | 0.41% | −15−0.1% | Reduced |
| Strong Tower Advisory Services | 11,532 | $3.93M | 1.86% | −7−0.1% | Reduced |
| Penserra Capital Management LLC | 11,570 | $3.94M | 0.08% | +11,452+9,705.1% | Added |
| Ostrum Asset Management | 11,570 | $3.95M | 0.33% | −224−1.9% | Reduced |
| AIMZ Investment Advisors, LLC | 11,587 | $3.95M | 1.70% | −75−0.6% | Reduced |
| Resolute Wealth Strategies, LLC | 11,588 | $3.95M | 3.06% | −287−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 11,609 | $3.96M | 0.54% | +1,351+13.2% | Added |
| Diligent Investors, LLC | 11,618 | $3.96M | 1.17% | 00.0% | Unchanged |
| New Hampshire Trust | 11,620 | $3.96M | 1.03% | −62−0.5% | Reduced |
| Apella Capital, LLC | 11,622 | $3.96M | 0.28% | +11,622 | New |
| Magnus Financial Group LLC | 11,631 | $3.97M | 0.57% | +102+0.9% | Added |
| Colonial Trust Co | 11,638 | $3.97M | 0.95% | +820+7.6% | Added |
| Epiq Partners, LLC | 11,643 | $3.97M | 2.70% | +45+0.4% | Added |
| Cove Street Capital, LLC | 11,650 | $3.97M | 1.23% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 11,658 | $3.98M | 0.85% | −291−2.4% | Reduced |
| Fiera Capital Corp | 11,695 | $3.99M | 0.01% | −1,476−11.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,698 | $3.99M | 2.75% | −75−0.6% | Reduced |
| HCR Wealth Advisors | 11,757 | $4.01M | 0.74% | −514−4.2% | Reduced |
| PRW Wealth Management LLC | 11,661 | $4.01M | 1.38% | +154+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 11,797 | $4.02M | 0.27% | −542−4.4% | Reduced |
| Accurate Wealth Management, LLC | 11,791 | $4.02M | 1.25% | +3,440+41.2% | Added |
| Sloy Dahl & Holst, LLC | 11,799 | $4.02M | 0.74% | +646+5.8% | Added |
| Kingfisher Capital LLC | 11,816 | $4.03M | 1.05% | +160+1.4% | Added |
| Capital Advisors Wealth Management, LLC | 11,845 | $4.04M | 1.03% | +239+2.1% | Added |
| Uncommon Cents Investing LLC | 11,880 | $4.05M | 1.43% | +60+0.5% | Added |
| Sonata Capital Group Inc | 11,925 | $4.07M | 2.10% | +375+3.2% | Added |
| Platform Technology Partners | 11,849 | $4.07M | 1.92% | −133−1.1% | Reduced |
| Davy Global Fund Management Ltd | 11,936 | $4.07M | 0.77% | −400−3.2% | Reduced |
| WMS Partners, LLC | 11,937 | $4.07M | 0.32% | +475+4.1% | Added |
| Scott & Selber, Inc. | 11,951 | $4.08M | 1.59% | −58−0.5% | Reduced |
| Change Path, LLC | 11,957 | $4.08M | 0.19% | −14,850−55.4% | Reduced |
| Asset Dedication, LLC | 12,059 | $4.09M | 0.35% | +568+4.9% | Added |
| Symmetry Partners, LLC | 11,988 | $4.09M | 0.22% | −704−5.5% | Reduced |
| Cornerstone Wealth Management, LLC | 12,016 | $4.10M | 0.37% | −197−1.6% | Reduced |
| American Trust | 12,034 | $4.10M | 0.28% | +12,034 | New |
| Heartland Advisors Inc | 12,037 | $4.10M | 0.23% | +20+0.2% | Added |
| Cloverfields Capital Group, LP | 12,043 | $4.11M | 1.33% | +12,043 | New |
| Cornerstone Wealth Group, LLC | 12,060 | $4.11M | 0.75% | +670+5.9% | Added |
| Eaton Financial Holdings Company, LLC | 12,073 | $4.12M | 3.10% | +43+0.4% | Added |
| Parkside Financial Bank & Trust | 12,075 | $4.12M | 0.98% | −298−2.4% | Reduced |
| Hedeker Wealth, LLC | 12,087 | $4.12M | 1.37% | −261−2.1% | Reduced |
| Vise Technologies, Inc. | 12,094 | $4.12M | 1.00% | +638+5.6% | Added |
| Youngs Advisory Group, Inc. | 12,117 | $4.13M | 2.25% | −612−4.8% | Reduced |
| Blume Capital Management, Inc. | 12,122 | $4.13M | 1.22% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 12,130 | $4.14M | 0.16% | −2,757−18.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 12,133 | $4.14M | 1.62% | +1,952+19.2% | Added |
| Forbes J M & Co LLP | 12,225 | $4.17M | 0.52% | +8,792+256.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,236 | $4.17M | 0.44% | +12,236 | New |
| MidWestOne Financial Group, Inc. | 12,254 | $4.18M | 0.91% | −112−0.9% | Reduced |
| Wolf Group Capital Advisors | 12,934 | $4.18M | 2.08% | −416−3.1% | Reduced |
| Marathon Capital Management | 12,259 | $4.18M | 1.03% | −50.0% | Reduced |
| Lynch & Associates | 12,273 | $4.19M | 1.07% | +42+0.3% | Added |
| Congress Wealth Management LLC | 12,299 | $4.19M | 0.10% | +162+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 12,305 | $4.20M | 0.27% | +396+3.3% | Added |
| XXEC, Inc. | 12,329 | $4.20M | 3.21% | −70−0.6% | Reduced |
| WNY Asset Management, LLC | 12,343 | $4.21M | 0.90% | −86−0.7% | Reduced |
| Csenge Advisory Group | 12,347 | $4.21M | 0.28% | +471+4.0% | Added |
| World Equity Group, Inc. | 12,356 | $4.21M | 1.24% | −147,793−92.3% | Reduced |
| CIC Wealth, LLC | 12,358 | $4.21M | 1.46% | +989+8.7% | Added |
| Signet Investment Advisory Group, Inc. | 12,360 | $4.21M | 2.78% | −244−1.9% | Reduced |
| Patten Group, Inc. | 12,376 | $4.22M | 1.20% | +43+0.3% | Added |
| EverSource Wealth Advisors, LLC | 12,408 | $4.23M | 0.47% | +9,106+275.8% | Added |
| Lakeview Capital Partners, LLC | 12,433 | $4.24M | 0.79% | +2,657+27.2% | Added |
| Capital Performance Advisors LLP | 12,460 | $4.25M | 2.10% | +325+2.7% | Added |
| America First Investment Advisors, LLC | 12,500 | $4.26M | 1.15% | +100+0.8% | Added |
| Griffin Asset Management, Inc. | 12,501 | $4.26M | 0.58% | −42−0.3% | Reduced |
| Bellecapital International Ltd. | 12,524 | $4.27M | 1.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 12,557 | $4.28M | 3.14% | +2,028+19.3% | Added |
| Hancock Whitney Corp | 12,561 | $4.28M | 0.17% | −453−3.5% | Reduced |
| Costello Asset Management, INC | 12,577 | $4.29M | 3.67% | +289+2.4% | Added |
| Avestar Capital, LLC | 12,581 | $4.29M | 0.75% | +12+0.1% | Added |
| Aire Advisors, LLC | 12,588 | $4.29M | 1.13% | +1,065+9.2% | Added |
| Krilogy Financial LLC | 12,600 | $4.30M | 0.39% | −433−3.3% | Reduced |
| American Investment Services, Inc. | 12,655 | $4.32M | 0.87% | −315−2.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,655 | $4.32M | 0.80% | +647+5.4% | Added |
| Harbour Investment Management LLC | 12,659 | $4.32M | 2.27% | −35−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 12,679 | $4.32M | 0.21% | −678−5.1% | Reduced |
| CVA Family Office, LLC | 12,685 | $4.33M | 0.91% | +30.0% | Added |
| Sentry Investment Management LLC | 12,685 | $4.33M | 1.63% | −97−0.8% | Reduced |
| Biltmore Family Office, LLC | 12,688 | $4.33M | 0.92% | +870+7.4% | Added |
| Gluskin Sheff & Assoc Inc | 12,729 | $4.34M | 0.26% | −5,105−28.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,779 | $4.36M | 1.79% | +94+0.7% | Added |
| Dodge & Cox | 12,820 | $4.37M | 0.00% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 12,848 | $4.38M | 0.54% | +95+0.7% | Added |
| Hyperion Capital Advisors LP | 12,896 | $4.40M | 2.39% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12,902 | $4.40M | 1.29% | −98−0.8% | Reduced |
| TFC Financial Management | 12,944 | $4.41M | 1.09% | −194−1.5% | Reduced |
| DAGCO, Inc. | 13,590 | $4.43M | 2.20% | −80−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 13,055 | $4.43M | 0.43% | +20.0% | Added |
| Udine Wealth Management, Inc. | 13,005 | $4.43M | 4.21% | −101−0.8% | Reduced |
| Nadler Financial Group, Inc. | 13,032 | $4.44M | 0.65% | +60.0% | Added |
| Jacobs & Co | 13,049 | $4.45M | 0.53% | −95−0.7% | Reduced |
| Legacy CG, LLC | 13,075 | $4.46M | 2.18% | +312+2.4% | Added |
| Traynor Capital Management, Inc. | 13,100 | $4.47M | 0.58% | −244−1.8% | Reduced |
| Front Barnett Associates LLC | 13,124 | $4.47M | 0.50% | 00.0% | Unchanged |
| Conning Inc. | 13,131 | $4.48M | 0.15% | −1,685−11.4% | Reduced |
| Credential Qtrade Securities Inc. | 13,139 | $4.48M | 0.28% | +298+2.3% | Added |
| City Holding Co | 13,157 | $4.49M | 0.77% | +551+4.4% | Added |
| Cowen Prime Advisors LLC | 13,160 | $4.49M | 1.55% | −400−2.9% | Reduced |