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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 15,163 | $5.17M | 0.60% | +314+2.1% | Added |
| Security National Bank of So Dak | 15,164 | $5.17M | 3.69% | +15,164 | New |
| KCS Wealth Advisory | 15,171 | $5.17M | 1.79% | +191+1.3% | Added |
| Avantax Planning Partners, Inc. | 15,177 | $5.18M | 0.21% | −250−1.6% | Reduced |
| Balyasny Asset Management LLC | 15,179 | $5.18M | 0.01% | −35,157−69.8% | Reduced |
| Grimes & Company, Inc. | 15,239 | $5.20M | 0.18% | −146−0.9% | Reduced |
| M Holdings Securities, Inc. | 15,275 | $5.21M | 1.07% | −4,893−24.3% | Reduced |
| Calamos Wealth Management LLC | 15,327 | $5.23M | 0.38% | +337+2.2% | Added |
| Independent Investors Inc | 15,337 | $5.23M | 1.21% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,338 | $5.23M | 0.61% | −964−5.9% | Reduced |
| Adviser Investments LLC | 15,340 | $5.23M | 0.11% | −9,872−39.2% | Reduced |
| First PREMIER Bank | 15,362 | $5.24M | 1.50% | −667−4.2% | Reduced |
| Summit Financial, LLC | 15,383 | $5.25M | 0.38% | −1,882−10.9% | Reduced |
| Blue Fin Capital, Inc. | 15,384 | $5.25M | 1.50% | +1,210+8.5% | Added |
| Van Hulzen Asset Management, LLC | 15,438 | $5.26M | 0.45% | −15,353−49.9% | Reduced |
| Pinnacle Bancorp, Inc. | 15,437 | $5.26M | 1.80% | +91+0.6% | Added |
| PFG Investments, LLC | 15,438 | $5.26M | 0.94% | +4,668+43.3% | Added |
| Pine Valley Investments Ltd Liability Co | 15,453 | $5.27M | 0.52% | +9,422+156.2% | Added |
| Silicon Valley Capital Partners | 15,502 | $5.29M | 0.99% | +1,733+12.6% | Added |
| Bank of Hawaii | 15,506 | $5.29M | 0.29% | −233−1.5% | Reduced |
| Lavaca Capital LLC | 15,511 | $5.29M | 1.65% | −53−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 15,515 | $5.29M | 0.29% | −329−2.1% | Reduced |
| Continuum Advisory, LLC | 15,545 | $5.30M | 0.84% | +182+1.2% | Added |
| Teza Capital Management LLC | 15,590 | $5.32M | 0.86% | +13,369+601.9% | Added |
| First National Corp | 15,616 | $5.32M | 1.26% | +15,616 | New |
| Paradigm Financial Partners, LLC | 15,670 | $5.34M | 1.45% | −219−1.4% | Reduced |
| Tower Bridge Advisors | 15,675 | $5.35M | 0.49% | −9,256−37.1% | Reduced |
| Benedict Financial Advisors Inc | 15,689 | $5.35M | 1.47% | −334−2.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 15,725 | $5.36M | 3.96% | +1,195+8.2% | Added |
| NorthRock Partners, LLC | 15,732 | $5.36M | 0.59% | −1,629−9.4% | Reduced |
| Evolution Wealth Advisors, LLC | 15,786 | $5.38M | 1.19% | −376−2.3% | Reduced |
| Security National Bank of Sioux City Iowa | 15,825 | $5.40M | 4.07% | +15,825 | New |
| Cross Staff Investments Inc | 15,833 | $5.40M | 4.96% | −145−0.9% | Reduced |
| Peterson Wealth Services | 15,877 | $5.41M | 2.60% | +491+3.2% | Added |
| Pointe Capital Management LLC | 15,888 | $5.42M | 4.09% | +65+0.4% | Added |
| AllGen Financial Advisors, Inc. | 15,930 | $5.43M | 3.42% | −224−1.4% | Reduced |
| Franklin Street Advisors Inc | 15,941 | $5.44M | 0.46% | −1,209−7.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 15,949 | $5.44M | 1.91% | −3,375−17.5% | Reduced |
| Circle Wealth Management, LLC | 15,971 | $5.45M | 0.72% | +10+0.1% | Added |
| Aviance Capital Partners, LLC | 15,975 | $5.45M | 1.15% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 16,115 | $5.50M | 2.75% | −480−2.9% | Reduced |
| McDonough Capital Management, Inc | 16,121 | $5.50M | 5.05% | −25−0.2% | Reduced |
| Tevis Investment Management | 16,154 | $5.51M | 5.38% | −234−1.4% | Reduced |
| Lake Street Financial LLC | 16,201 | $5.52M | 0.97% | −1,468−8.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 16,217 | $5.53M | 0.88% | +16,217 | New |
| TRUE Private Wealth Advisors | 16,234 | $5.54M | 0.82% | −10.0% | Reduced |
| Birinyi Associates Inc | 16,300 | $5.56M | 2.03% | −250−1.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 16,323 | $5.57M | 1.46% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 16,376 | $5.58M | 0.24% | +2,969+22.1% | Added |
| Codex Capital, L.L.C. | 16,400 | $5.59M | 3.60% | −2,800−14.6% | Reduced |
| Simon Quick Advisors, LLC | 16,411 | $5.60M | 0.52% | +612+3.9% | Added |
| Stratos Wealth Advisors, LLC | 16,436 | $5.60M | 0.40% | +325+2.0% | Added |
| Aldebaran Financial Inc. | 16,499 | $5.63M | 8.07% | −380−2.3% | Reduced |
| Fort Baker Capital Management LP | 16,500 | $5.63M | 0.80% | +16,500 | New |
| Cooper Financial Group | 16,533 | $5.64M | 1.40% | −470−2.8% | Reduced |
| Hikari Tsushin, Inc. | 16,547 | $5.64M | 0.54% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 16,553 | $5.64M | 0.19% | −235−1.4% | Reduced |
| Allegheny Financial Group LTD | 16,644 | $5.68M | 2.69% | −274−1.6% | Reduced |
| Sargent Investment Group, LLC | 16,704 | $5.70M | 1.38% | +767+4.8% | Added |
| Heritage Trust Co | 16,807 | $5.73M | 0.84% | +694+4.3% | Added |
| Arrow Financial Corp | 16,827 | $5.74M | 0.69% | −3,921−18.9% | Reduced |
| Oak Family Advisors, LLC | 16,832 | $5.74M | 2.72% | −558−3.2% | Reduced |
| NBT Bank N A | 16,832 | $5.74M | 0.82% | −339−2.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 16,832 | $5.74M | 2.91% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 16,850 | $5.75M | 0.68% | 00.0% | Unchanged |
| Kames Capital plc | 16,937 | $5.77M | 0.09% | −1,775−9.5% | Reduced |
| Hanson & Doremus Investment Management | 16,941 | $5.78M | 1.20% | +1,047+6.6% | Added |
| Trinity Legacy Partners, LLC | 16,948 | $5.78M | 2.02% | +69+0.4% | Added |
| Laurel Wealth Advisors LLC | 16,966 | $5.79M | 1.17% | −66−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 16,989 | $5.79M | 0.26% | −3,035−15.2% | Reduced |
| Van Leeuwen & Company, LLC | 16,940 | $5.79M | 3.64% | −694−3.9% | Reduced |
| Lee Johnson Capital Management, LLC | 16,993 | $5.79M | 5.49% | +1,529+9.9% | Added |
| Baldwin Brothers Inc | 16,999 | $5.80M | 0.48% | −615−3.5% | Reduced |
| Taconic Capital Advisors LP | 17,000 | $5.80M | 0.35% | +1,000+6.3% | Added |
| Watchman Group, Inc. | 17,100 | $5.83M | 2.89% | +90+0.5% | Added |
| LVW Advisors, LLC | 17,104 | $5.83M | 1.18% | −1,871−9.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,104 | $5.83M | 0.48% | +1,006+6.2% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 17,114 | $5.84M | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 17,132 | $5.84M | 1.69% | +106+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 17,133 | $5.84M | 0.22% | +22+0.1% | Added |
| Leelyn Smith, LLC | 17,136 | $5.84M | 1.41% | +291+1.7% | Added |
| Beddow Capital Management Inc | 17,194 | $5.86M | 2.98% | −65−0.4% | Reduced |
| Donaldson Capital Management, LLC | 17,237 | $5.88M | 0.27% | −448−2.5% | Reduced |
| Clarity Wealth Advisors, LLC | 17,254 | $5.88M | 2.64% | +142+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 17,287 | $5.89M | 0.74% | +847+5.2% | Added |
| Trustmark National Bank Trust Department | 17,302 | $5.90M | 0.55% | +8,297+92.1% | Added |
| L2 Asset Management, LLC | 18,013 | $5.92M | 2.89% | +31+0.2% | Added |
| Glassman Wealth Services | 17,414 | $5.94M | 0.96% | −242−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 17,490 | $5.96M | 1.37% | +459+2.7% | Added |
| Community Bank & Trust, Waco, Texas | 17,492 | $5.96M | 1.79% | +92+0.5% | Added |
| Greytown Advisors Inc. | 17,554 | $5.99M | 3.26% | −3,968−18.4% | Reduced |
| Verition Fund Management LLC | 17,555 | $5.99M | 0.09% | +5,873+50.3% | Added |
| Townsend & Associates, Inc | 17,252 | $6.00M | 1.54% | +5,549+47.4% | Added |
| AlphaCore Capital LLC | 17,585 | $6.00M | 0.96% | +15,117+612.5% | Added |
| RFG Advisory, LLC | 17,630 | $6.01M | 0.27% | +328+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 17,637 | $6.01M | 0.79% | −466−2.6% | Reduced |
| Pavion Blue Capital, LLC | 17,645 | $6.02M | 3.51% | +63+0.4% | Added |
| GFS Advisors, LLC | 17,663 | $6.02M | 1.34% | +64+0.4% | Added |
| First Horizon Advisors, Inc. | 17,674 | $6.03M | 0.21% | +89+0.5% | Added |
| Heritage Investors Management Corp | 17,681 | $6.03M | 0.24% | −1,037−5.5% | Reduced |