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 |
|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 17,683 | $6.03M | 5.68% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 17,700 | $6.04M | 2.16% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 17,738 | $6.05M | 2.07% | −355−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,756 | $6.05M | 0.02% | −2,431−12.0% | Reduced |
| Bank of New Hampshire | 17,802 | $6.07M | 1.74% | −111−0.6% | Reduced |
| Pacifica Partners Inc. | 17,818 | $6.09M | 3.44% | −194−1.1% | Reduced |
| Laidlaw Wealth Management LLC | 17,853 | $6.09M | 1.19% | −870−4.6% | Reduced |
| Tortoise Investment Management, LLC | 17,939 | $6.12M | 0.91% | +102+0.6% | Added |
| Douglas Lane & Associates, LLC | 17,959 | $6.12M | 0.10% | +316+1.8% | Added |
| Pflug Koory, LLC | 17,964 | $6.13M | 3.12% | −526−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 18,012 | $6.14M | 0.78% | +32+0.2% | Added |
| Moser Wealth Advisors, LLC | 18,023 | $6.15M | 4.14% | +18,023 | New |
| Berkshire Asset Management LLC | 18,040 | $6.15M | 0.36% | +361+2.0% | Added |
| LS Investment Advisors, LLC | 18,069 | $6.16M | 1.08% | +1,195+7.1% | Added |
| Cornerstone Management, Inc. | 18,132 | $6.18M | 1.58% | +3,099+20.6% | Added |
| 1st Source Bank | 18,217 | $6.21M | 0.40% | +2,593+16.6% | Added |
| Leavell Investment Management, Inc. | 18,228 | $6.21M | 0.42% | +3,677+25.3% | Added |
| Richmond Brothers, Inc. | 18,221 | $6.21M | 10.06% | −3,958−17.8% | Reduced |
| SBB Research Group LLC | 18,232 | $6.22M | 11.28% | −750−4.0% | Reduced |
| BLB&B Advisors, LLC | 18,315 | $6.25M | 0.44% | −181−1.0% | Reduced |
| Sabal Trust CO | 18,371 | $6.26M | 0.40% | +8,844+92.8% | Added |
| Stelac Advisory Services LLC | 18,401 | $6.27M | 2.80% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 18,155 | $6.28M | 1.20% | −344−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,442 | $6.29M | 0.67% | −3,036−14.1% | Reduced |
| Fagan Associates, Inc. | 18,444 | $6.29M | 1.53% | +116+0.6% | Added |
| Asset Planning Corporation | 18,473 | $6.30M | 4.79% | +1,727+10.3% | Added |
| Armstrong Advisory Group, Inc | 18,501 | $6.31M | 0.67% | +223+1.2% | Added |
| Salvus Wealth Management, LLC | 18,510 | $6.31M | 4.85% | −116−0.6% | Reduced |
| Kennon-Green & Company, LLC | 18,512 | $6.31M | 5.87% | −421−2.2% | Reduced |
| Benson Investment Management Company, Inc. | 18,514 | $6.31M | 3.50% | −46−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 18,525 | $6.32M | 2.90% | −2,000−9.7% | Reduced |
| GFG Capital, LLC | 9,341 | $6.32M | 1.18% | −329−3.4% | Reduced |
| Appleton Partners Inc | 18,544 | $6.32M | 0.53% | +573+3.2% | Added |
| All Season Financial Advisors, Inc. | 18,565 | $6.33M | 5.68% | +6,222+50.4% | Added |
| Bedel Financial Consulting, Inc. | 18,582 | $6.34M | 1.32% | +2,445+15.2% | Added |
| Private Wealth Group, LLC | 18,604 | $6.34M | 6.53% | −923−4.7% | Reduced |
| WBH Advisory Inc | 18,705 | $6.38M | 0.76% | −67−0.4% | Reduced |
| Zacks Investment Management | 18,737 | $6.39M | 0.08% | +377+2.1% | Added |
| Abbrea Capital, LLC | 18,814 | $6.42M | 0.99% | +475+2.6% | Added |
| Cambridge Advisors Inc. | 18,857 | $6.43M | 1.65% | −795−4.0% | Reduced |
| Hartline Investment Corp | 18,889 | $6.44M | 1.10% | +235+1.3% | Added |
| Azimuth Capital Investment Management LLC | 18,939 | $6.46M | 0.31% | +140+0.7% | Added |
| Woodstock Corp | 18,962 | $6.47M | 0.76% | +934+5.2% | Added |
| Global Endowment Management, LP | 19,000 | $6.48M | 0.77% | −5,381−22.1% | Reduced |
| Wesbanco Bank Inc | 19,001 | $6.48M | 0.27% | −214−1.1% | Reduced |
| Montis Financial, LLC | 19,010 | $6.48M | 4.27% | −1,260−6.2% | Reduced |
| Iowa State Bank | 19,045 | $6.49M | 1.63% | −87−0.5% | Reduced |
| Clayton Partners LLC | 19,083 | $6.51M | 5.62% | −62−0.3% | Reduced |
| Baldwin Investment Management, LLC | 19,122 | $6.52M | 1.07% | +1,809+10.4% | Added |
| Ellis Investment Partners, LLC | 19,164 | $6.53M | 1.60% | +50.0% | Added |
| Baker Tilly Wealth Management, LLC | 19,212 | $6.55M | 0.69% | −293−1.5% | Reduced |
| Wedgewood Partners Inc | 19,300 | $6.58M | 1.06% | −675−3.4% | Reduced |
| Crawford Investment Counsel Inc | 19,324 | $6.59M | 0.13% | −644−3.2% | Reduced |
| Cypress Asset Management Inc | 19,227 | $6.63M | 2.13% | +906+4.9% | Added |
| Regatta Capital Group, LLC | 19,438 | $6.63M | 2.11% | −133−0.7% | Reduced |
| PDS Planning, Inc | 19,470 | $6.64M | 0.85% | +568+3.0% | Added |
| Vident Investment Advisory, LLC | 19,505 | $6.65M | 0.23% | −11,355−36.8% | Reduced |
| Flputnam Investment Management Co | 19,515 | $6.65M | 0.18% | +2,615+15.5% | Added |
| Foster Group, Inc. | 19,563 | $6.67M | 0.40% | +1,299+7.1% | Added |
| Jackson Square Capital, LLC | 19,631 | $6.69M | 2.69% | +111+0.6% | Added |
| Drive Wealth Management, LLC | 19,632 | $6.69M | 2.48% | +406+2.1% | Added |
| Mitchell Capital Management Co | 19,664 | $6.71M | 1.53% | +200+1.0% | Added |
| Tompkins Financial Corp | 19,669 | $6.71M | 1.05% | −216−1.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 19,673 | $6.71M | 2.46% | +83+0.4% | Added |
| CX Institutional | 19,699 | $6.72M | 0.35% | −2,368−10.7% | Reduced |
| Wedmont Private Capital | 19,707 | $6.72M | 0.72% | +4,250+27.5% | Added |
| Silver Lake Advisory, LLC | 19,732 | $6.73M | 3.60% | −36−0.2% | Reduced |
| Moody National Bank Trust Division | 19,768 | $6.74M | 0.46% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 19,803 | $6.75M | 2.19% | −14−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,817 | $6.76M | 0.71% | +11,429+136.3% | Added |
| ML & R Wealth Management LLC | 19,845 | $6.77M | 1.49% | +19,025+2,320.1% | Added |
| Fairfield Financial Advisors, LTD | 19,901 | $6.79M | 2.71% | +291+1.5% | Added |
| McDonald Partners LLC | 20,016 | $6.83M | 2.09% | −80−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 20,017 | $6.83M | 0.88% | +900+4.7% | Added |
| Boston Research & Management Inc | 20,054 | $6.84M | 1.94% | −30.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 20,173 | $6.88M | 0.87% | −50.0% | Reduced |
| Independent Financial Group, LLC | 20,183 | $6.88M | 0.47% | +390+2.0% | Added |
| Granite FO LLC | 20,230 | $6.90M | 4.72% | −150−0.7% | Reduced |
| Quadrant Capital Group LLC | 20,232 | $6.90M | 0.68% | −345−1.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 20,263 | $6.91M | 6.28% | +252+1.3% | Added |
| Mark Stevens | 20,277 | $6.91M | 0.89% | −144−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 20,283 | $6.92M | 0.42% | −2,425−10.7% | Reduced |
| Warren Averett Asset Management, LLC | 20,296 | $6.92M | 0.30% | +5,494+37.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,302 | $6.92M | 0.35% | +127+0.6% | Added |
| Bristlecone Advisors, LLC | 20,334 | $6.93M | 0.70% | −615−2.9% | Reduced |
| Harvey Capital Management Inc | 20,337 | $6.93M | 2.55% | −631−3.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 20,390 | $6.95M | 3.31% | +1,050+5.4% | Added |
| Harbor Capital Advisors, Inc. | 20,437 | $6.97M | 1.39% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 20,481 | $6.98M | 2.37% | +326+1.6% | Added |
| Resonant Capital Advisors, LLC | 20,487 | $6.99M | 0.76% | −253−1.2% | Reduced |
| Ar Asset Management Inc | 20,518 | $7.00M | 1.88% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 20,535 | $7.00M | 1.06% | +2,483+13.8% | Added |
| Checchi Capital Advisers, LLC | 20,554 | $7.01M | 0.63% | +474+2.4% | Added |
| Integrated Advisors Network LLC | 20,594 | $7.02M | 0.40% | +41+0.2% | Added |
| Princeton Global Asset Management LLC | 20,723 | $7.07M | 2.07% | −2,136−9.3% | Reduced |
| Marietta Wealth Management, LLC | 20,726 | $7.07M | 1.33% | +752+3.8% | Added |
| Old National Bancorp | 20,753 | $7.08M | 0.20% | −2,563−11.0% | Reduced |
| Certified Advisory Corp | 20,754 | $7.08M | 1.30% | −1,388−6.3% | Reduced |
| Richard Bernstein Advisors LLC | 20,772 | $7.08M | 0.15% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 20,781 | $7.09M | 2.42% | −90.0% | Reduced |