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; 4,928 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
- 3,596
- +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
- 1,362 more added
- Sold out
- 88
- 1,445 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 716 | $244.3K | 0.02% | −2,655−78.8% | Reduced |
| Chase Investment Counsel Corp | 720 | $245.0K | 0.12% | +58+8.8% | Added |
| CNB Bank | 719 | $245.2K | 0.14% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 720 | $245.5K | 0.23% | −6−0.8% | Reduced |
| Pachira Investments Inc. | 726 | $247.6K | 0.27% | +726 | New |
| Tobias Financial Advisors, Inc. | 728 | $248.2K | 0.07% | −70−8.8% | Reduced |
| LVZ Advisors, Inc. | 728 | $248.2K | 0.03% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 728 | $248.2K | 0.09% | 00.0% | Unchanged |
| Menard Financial Group LLC | 728 | $248.2K | 0.51% | +9+1.3% | Added |
| Santori & Peters | 730 | $248.9K | 0.12% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 731 | $249.0K | 0.16% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 731 | $249.3K | 0.08% | +731 | New |
| Tamar Securities, LLC | 731 | $249.4K | 0.06% | −15−2.0% | Reduced |
| Thompson Davis & Co., Inc. | 732 | $249.6K | 0.28% | 00.0% | Unchanged |
| S. R. Schill & Associates | 734 | $250.3K | 0.11% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 735 | $250.6K | 0.03% | +735 | New |
| Toth Financial Advisory Corp | 736 | $251.0K | 0.04% | −10−1.3% | Reduced |
| Perkins Coie Trust Co | 738 | $251.7K | 0.07% | −40−5.1% | Reduced |
| Asio Capital, LLC | 738 | $251.7K | 0.06% | +51+7.4% | Added |
| Scarborough Advisors, LLC | 743 | $253.4K | 0.06% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 744 | $253.7K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 746 | $254.4K | 0.22% | −125−14.4% | Reduced |
| Axiom Advisory, LLC | 746 | $254.4K | 0.23% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 747 | $254.6K | 0.15% | −14−1.8% | Reduced |
| Rather & Kittrell, Inc. | 747 | $254.8K | 0.11% | +747 | New |
| Wealth Management Associates, Inc. | 748 | $255.1K | 0.14% | −3−0.4% | Reduced |
| Family Asset Management, LLC | 749 | $255.4K | 0.17% | −1−0.1% | Reduced |
| FAI Wealth Management | 750 | $255.8K | 0.23% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 750 | $255.8K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $255.8K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 754 | $257.1K | 0.14% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 756 | $257.8K | 0.16% | +50+7.1% | Added |
| Columbia Advisory Partners LLC | 758 | $258.5K | 0.28% | −156−17.1% | Reduced |
| Starfox Financial Services, LLC | 760 | $259.2K | 0.27% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 761 | $259.5K | 0.34% | −147−16.2% | Reduced |
| RBA Wealth Management, LLC | 761 | $259.5K | 0.12% | −20−2.6% | Reduced |
| Accretive Wealth Partners, LLC | 761 | $259.5K | 0.15% | +20+2.7% | Added |
| Bond & Devick Financial Network, Inc. | 766 | $261.2K | 0.16% | −298−28.0% | Reduced |
| Cook Wealth Management Group LLC | 748 | $261.3K | 0.20% | −9−1.2% | Reduced |
| Nikulski Financial, Inc. | 767 | $261.5K | 0.11% | 00.0% | Unchanged |
| Affinia Financial Group, LLC | 746 | $262.0K | 0.18% | −215−22.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 770 | $262.6K | 0.17% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 771 | $262.9K | 0.16% | −235−23.4% | Reduced |
| ETF Store, Inc. | 762 | $263.1K | 0.18% | 00.0% | Unchanged |
| Unique Wealth, LLC | 772 | $263.3K | 0.11% | +772 | New |
| Peterson Wealth Advisors, LLC | 771 | $263.7K | 0.07% | −54−6.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 774 | $263.9K | 0.16% | +774 | New |
| Avondale Wealth Management | 775 | $264.3K | 0.22% | −50−6.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 775 | $264.3K | 0.19% | 00.0% | Unchanged |
| Barings LLC | 776 | $264.6K | 0.01% | −100−11.4% | Reduced |
| PFS Partners, LLC | 779 | $265.6K | 0.22% | +199+34.3% | Added |
| Clear Investment Research, LLC | 782 | $266.7K | 0.45% | +124+18.8% | Added |
| Sentinus, LLC | 783 | $267.0K | 0.08% | −116−12.9% | Reduced |
| Chiron Capital Management, LLC | 786 | $268.0K | 0.21% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 787 | $268.4K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 785 | $268.5K | 0.11% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 788 | $268.7K | 0.20% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 795 | $271.0K | 0.11% | +6+0.8% | Added |
| Eudaimonia Advisors LLC | 795 | $271.1K | 0.18% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 796 | $271.4K | 0.24% | 00.0% | Unchanged |
| Monument Capital Management | 796 | $271.4K | 0.09% | +13+1.7% | Added |
| Morling Financial Advisors, LLC | 798 | $272.1K | 0.26% | 00.0% | Unchanged |
| Axq Capital, LP | 800 | $272.8K | 0.34% | −400−33.3% | Reduced |
| GeoWealth Management, LLC | 797 | $273.0K | 0.03% | +26+3.4% | Added |
| Mosaic Advisors LLC | 802 | $273.5K | 0.20% | +802 | New |
| Newport Capital Group, LLC | 829 | $273.6K | 0.14% | +829 | New |
| Barrett & Company, Inc. | 807 | $275.4K | 0.16% | +20+2.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 808 | $275.5K | 0.08% | 00.0% | Unchanged |
| Friedenthal Financial | 810 | $276.2K | 0.18% | −12−1.5% | Reduced |
| New Potomac Partners, LLC | 810 | $276.2K | 0.18% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 811 | $276.6K | 0.23% | +21+2.7% | Added |
| Maltin Wealth Management, Inc. | 812 | $276.9K | 0.20% | +15+1.9% | Added |
| Ruggaard & Associates LLC | 820 | $279.6K | 0.16% | −184−18.3% | Reduced |
| Provident Investment Management, Inc. | 820 | $279.6K | 0.03% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 821 | $280.0K | 0.11% | +3+0.4% | Added |
| Schwab Charitable Fund | 822 | $280.3K | 0.02% | −658−44.5% | Reduced |
| Selective Wealth Management, Inc. | 826 | $281.8K | 0.14% | +826 | New |
| NatWest Group plc | 827 | $282.0K | 0.15% | 00.0% | Unchanged |
| Community Bank, N.A. | 827 | $282.0K | 0.04% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 830 | $283.0K | 0.07% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 833 | $284.1K | 0.09% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 835 | $284.7K | 0.27% | −238−22.2% | Reduced |
| Exeter Financial, LLC | 830 | $285.0K | 0.15% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 837 | $285.4K | 0.32% | +837 | New |
| EdgeRock Capital LLC | 838 | $285.8K | 0.14% | −77−8.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 840 | $286.4K | 0.25% | −250−22.9% | Reduced |
| Ewa, LLC | 841 | $286.8K | 0.20% | +133+18.8% | Added |
| Prelude Capital Management, LLC | 841 | $286.8K | 0.02% | +841 | New |
| Goldstein Advisors, LLC | 844 | $287.8K | 0.06% | −16−1.9% | Reduced |
| HFG Advisors, Inc. | 844 | $287.8K | 0.30% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 844 | $287.9K | 0.09% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 845 | $288.1K | 0.14% | +8+1.0% | Added |
| Sutton Place Investors LLC | 847 | $288.8K | 0.40% | +6+0.7% | Added |
| Ayrshire Capital Management LLC | 842 | $289.3K | 0.18% | −10−1.2% | Reduced |
| Zevin Asset Management LLC | 853 | $291.0K | 0.06% | 00.0% | Unchanged |
| XR Securities LLC | 856 | $291.9K | 0.45% | −381−30.8% | Reduced |
| Arvest Trust Co N A | 832 | $292.8K | 0.02% | −41−4.7% | Reduced |
| Earnest Partners LLC | 859 | $292.9K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 859 | $292.9K | 0.27% | +100+13.2% | Added |
| Stonebridge Financial Planning Group, LLC | 860 | $293.3K | 0.18% | −32−3.6% | Reduced |