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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 13,161 | $4.49M | 0.38% | −284−2.1% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 13,180 | $4.49M | 2.65% | −400−2.9% | Reduced |
| Qtron Investments LLC | 13,199 | $4.50M | 0.85% | +1,037+8.5% | Added |
| Trexquant Investment LP | 13,230 | $4.51M | 0.12% | +13,230 | New |
| Advisors Asset Management, Inc. | 13,273 | $4.53M | 0.09% | +217+1.7% | Added |
| Jaffetilchin Investment Partners, LLC | 13,275 | $4.53M | 0.48% | +235+1.8% | Added |
| Granite Investment Partners, LLC | 13,304 | $4.54M | 0.18% | −25−0.2% | Reduced |
| Carson Advisory Inc. | 13,321 | $4.54M | 3.84% | +190+1.4% | Added |
| BDO Wealth Advisors, LLC | 13,334 | $4.55M | 0.52% | +3,953+42.1% | Added |
| Icon Wealth Partners, LLC | 13,340 | $4.55M | 0.48% | +169+1.3% | Added |
| Regal Investment Advisors LLC | 13,362 | $4.56M | 0.38% | −200−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 13,399 | $4.57M | 0.15% | −3,247−19.5% | Reduced |
| Nvest Financial, LLC | 13,401 | $4.57M | 4.00% | +603+4.7% | Added |
| Flagship Harbor Advisors, LLC | 13,437 | $4.58M | 0.38% | +265+2.0% | Added |
| Slow Capital, Inc. | 13,438 | $4.58M | 0.80% | −366−2.7% | Reduced |
| MONECO Advisors, LLC | 13,444 | $4.58M | 1.25% | +1,998+17.5% | Added |
| Strategic Wealth Partners, Ltd. | 13,459 | $4.59M | 0.59% | −1,375−9.3% | Reduced |
| Archford Capital Strategies, LLC | 13,155 | $4.60M | 0.87% | +587+4.7% | Added |
| Clark Capital Management Group, Inc. | 13,499 | $4.60M | 0.04% | −529−3.8% | Reduced |
| Royce & Associates LP | 13,500 | $4.60M | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 13,509 | $4.61M | 0.82% | −1,152−7.9% | Reduced |
| First Heartland Consultants, Inc. | 13,516 | $4.61M | 0.60% | +1,289+10.5% | Added |
| Canton Hathaway, LLC | 13,516 | $4.61M | 1.44% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 13,538 | $4.62M | 2.07% | +34+0.3% | Added |
| RMB Capital Management, LLC | 13,556 | $4.62M | 0.15% | +56+0.4% | Added |
| Wendell David Associates Inc | 13,583 | $4.63M | 0.52% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 13,584 | $4.63M | 2.26% | −75−0.5% | Reduced |
| North Star Investment Management Corp. | 13,595 | $4.64M | 0.38% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13,598 | $4.64M | 0.92% | −503−3.6% | Reduced |
| Innovis Asset Management LLC | 13,643 | $4.65M | 1.72% | −40.0% | Reduced |
| Brady Family Wealth, LLC | 13,649 | $4.65M | 1.73% | −152−1.1% | Reduced |
| Apexium Financial, LP | 13,651 | $4.65M | 0.41% | −1,778−11.5% | Reduced |
| Fort Sheridan Advisors LLC | 13,652 | $4.66M | 1.06% | −266−1.9% | Reduced |
| Levin Capital Strategies, L.P. | 13,656 | $4.66M | 0.54% | −613−4.3% | Reduced |
| Calton & Associates, Inc. | 13,672 | $4.66M | 2.17% | +4,461+48.4% | Added |
| American Money Management, LLC | 13,676 | $4.66M | 1.16% | +3,264+31.3% | Added |
| Atlas Capital Advisors LLC | 13,689 | $4.67M | 0.71% | +101+0.7% | Added |
| Stiles Financial Services Inc | 13,691 | $4.67M | 2.32% | −190−1.4% | Reduced |
| Center for Financial Planning, Inc. | 13,732 | $4.68M | 0.98% | 00.0% | Unchanged |
| Sky Investment Group LLC | 13,737 | $4.68M | 1.02% | −47−0.3% | Reduced |
| Capricorn Fund Managers Ltd | 13,775 | $4.70M | 1.69% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 13,797 | $4.70M | 0.59% | +217+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 13,813 | $4.71M | 0.56% | −464−3.2% | Reduced |
| Crescent Grove Advisors, LLC | 13,815 | $4.71M | 0.51% | −3,516−20.3% | Reduced |
| Private Trust Co NA | 13,823 | $4.71M | 0.59% | −50.0% | Reduced |
| Quantum Capital Management, LLC | 13,844 | $4.72M | 0.57% | −657−4.5% | Reduced |
| Stephens Consulting, LLC | 13,894 | $4.74M | 1.88% | −439−3.1% | Reduced |
| BNC Wealth Management, LLC | 13,906 | $4.74M | 2.52% | +11,704+531.5% | Added |
| Verdence Capital Advisors LLC | 13,911 | $4.74M | 0.55% | +256+1.9% | Added |
| Truepoint, Inc. | 7,865 | $4.75M | 0.16% | +757+10.6% | Added |
| WealthPlan Investment Management, LLC | 13,967 | $4.76M | 1.42% | −23,049−62.3% | Reduced |
| Graypoint LLC | 13,960 | $4.76M | 0.47% | +1,528+12.3% | Added |
| Delta Asset Management LLC | 14,034 | $4.79M | 0.47% | +233+1.7% | Added |
| RK Asset Management, LLC | 14,044 | $4.79M | 4.43% | −540−3.7% | Reduced |
| First Command Bank | 14,111 | $4.81M | 0.45% | −110−0.8% | Reduced |
| First Command Financial Services, Inc. | 14,111 | $4.81M | 0.45% | −110−0.8% | Reduced |
| MSH Capital Advisors LLC | 14,117 | $4.81M | 1.76% | −145−1.0% | Reduced |
| Lindbrook Capital, LLC | 14,132 | $4.82M | 0.51% | −8−0.1% | Reduced |
| Capital City Trust Co | 14,142 | $4.82M | 1.50% | −176−1.2% | Reduced |
| Horan Capital Advisors, LLC. | 14,157 | $4.83M | 1.89% | +77+0.5% | Added |
| RPg Family Wealth Advisory, LLC | 14,158 | $4.83M | 1.93% | +14,158 | New |
| Strategic Advisors LLC | 14,182 | $4.84M | 0.92% | −450−3.1% | Reduced |
| Martin & Co Inc | 14,186 | $4.84M | 1.22% | −625−4.2% | Reduced |
| Centaurus Financial, Inc. | 14,232 | $4.85M | 0.42% | −1,019−6.7% | Reduced |
| Capital Asset Advisory Services LLC | 14,273 | $4.87M | 0.34% | +461+3.3% | Added |
| Westmount Partners, LLC | 14,296 | $4.87M | 2.12% | −694−4.6% | Reduced |
| BBR Partners, LLC | 14,298 | $4.88M | 0.54% | −112−0.8% | Reduced |
| High Note Wealth, LLC | 14,337 | $4.89M | 1.99% | −1,240−8.0% | Reduced |
| International Assets Investment Management, LLC | 14,372 | $4.90M | 0.67% | +505+3.6% | Added |
| Avidian Wealth Solutions, LLC | 14,377 | $4.90M | 0.32% | −5,448−27.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 14,400 | $4.91M | 2.49% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 14,443 | $4.92M | 2.29% | −194−1.3% | Reduced |
| Plancorp, LLC | 14,476 | $4.94M | 0.27% | +62+0.4% | Added |
| Tradewinds, LLC. | 14,486 | $4.94M | 2.91% | +298+2.1% | Added |
| Waddell & Associates, LLC | 14,515 | $4.95M | 0.73% | −58−0.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 16,032 | $4.95M | 1.24% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 14,554 | $4.96M | 3.38% | +14,554 | New |
| Xcel Wealth Management, LLC | 14,564 | $4.97M | 1.57% | +105+0.7% | Added |
| Washington Trust Co | 14,599 | $4.98M | 0.21% | −82−0.6% | Reduced |
| Nilsine Partners, LLC | 14,612 | $4.98M | 0.73% | +978+7.2% | Added |
| Atlantic Union Bankshares Corp | 14,658 | $5.00M | 0.50% | −3,396−18.8% | Reduced |
| Core Alternative Capital | 14,679 | $5.01M | 0.73% | +1,673+12.9% | Added |
| Evoke Wealth, LLC | 14,708 | $5.02M | 0.17% | +626+4.4% | Added |
| Proficio Capital Partners LLC | 14,736 | $5.03M | 0.68% | +329+2.3% | Added |
| Apriem Advisors | 14,743 | $5.03M | 0.75% | +779+5.6% | Added |
| Sumitomo Life Insurance Co | 14,753 | $5.03M | 0.22% | −1,427−8.8% | Reduced |
| Thomas Story & Son LLC | 14,757 | $5.03M | 2.30% | −15−0.1% | Reduced |
| B&D White Capital Company, LLC | 14,774 | $5.04M | 1.74% | +235+1.6% | Added |
| Knuff & Co LLC | 14,777 | $5.04M | 1.89% | −575−3.7% | Reduced |
| 4J Wealth Management LLC | 14,802 | $5.05M | 4.90% | −143−1.0% | Reduced |
| Buckingham Strategic Partners | 14,844 | $5.06M | 0.28% | −7,178−32.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 14,860 | $5.07M | 0.96% | −21−0.1% | Reduced |
| Schmidt P J Investment Management Inc | 14,674 | $5.10M | 1.01% | −495−3.3% | Reduced |
| Pegasus Asset Management, Inc. | 14,965 | $5.10M | 2.27% | +35+0.2% | Added |
| KC Investment Advisors, LLC | 15,039 | $5.13M | 3.47% | +1,458+10.7% | Added |
| Johnson Financial Group, Inc. | 15,069 | $5.14M | 0.36% | +129+0.9% | Added |
| L.M. Kohn & Company | 15,125 | $5.16M | 1.95% | +1,128+8.1% | Added |
| Proequities, Inc. | 15,127 | $5.16M | 0.39% | −478−3.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,135 | $5.16M | 0.03% | +1,476+10.8% | Added |
| Golden State Equity Partners | 15,148 | $5.17M | 1.45% | +1,911+14.4% | Added |