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 |
|---|---|---|---|---|---|
| Boyd Wealth Management, LLC | 863 | $294.3K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 863 | $294.3K | 0.22% | +21+2.5% | Added |
| Astoria Strategic Wealth, Inc. | 864 | $294.6K | 0.11% | 00.0% | Unchanged |
| Navellier & Associates Inc | 866 | $295.3K | 0.06% | +866 | New |
| Harvest Volatility Management LLC | 868 | $296.0K | 0.06% | −191−18.0% | Reduced |
| St. Johns Investment Management Company, LLC | 868 | $296.0K | 0.16% | −3−0.3% | Reduced |
| Guidance Point Advisors, LLC | 870 | $296.7K | 0.11% | −3−0.3% | Reduced |
| Paladin Advisory Group, LLC | 874 | $298.0K | 0.24% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 875 | $298.4K | 0.08% | −14−1.6% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 876 | $298.7K | 0.29% | +112+14.7% | Added |
| Connors Investor Services Inc | 880 | $300.0K | 0.03% | −50−5.4% | Reduced |
| Allie Family Office LLC | 880 | $300.1K | 0.22% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 870 | $300.5K | 0.26% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 882 | $300.8K | 0.11% | −21−2.3% | Reduced |
| Krane Funds Advisors LLC | 884 | $301.0K | 0.02% | −2,161−71.0% | Reduced |
| CCG Wealth Management, LLC | 883 | $301.1K | 0.19% | +18+2.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 884 | $301.4K | 0.15% | −30−3.3% | Reduced |
| SWS Partners | 888 | $302.8K | 0.11% | −2,634−74.8% | Reduced |
| Lifeworks Advisors, LLC | 888 | $302.8K | 0.13% | +100+12.7% | Added |
| W.H. Cornerstone Investments Inc. | 891 | $304.0K | 0.27% | +50+5.9% | Added |
| Synergy Financial Group, LTD | 894 | $304.9K | 0.41% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 895 | $305.2K | 0.22% | 00.0% | Unchanged |
| West Wealth Group, LLC | 897 | $305.9K | 0.13% | +58+6.9% | Added |
| Alamar Capital Management, LLC | 899 | $306.6K | 0.23% | +118+15.1% | Added |
| Interchange Capital Partners, LLC | 900 | $306.9K | 0.23% | −1,618−64.3% | Reduced |
| Investment Advisory Services Inc | 900 | $306.9K | 0.13% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $306.9K | 0.31% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 901 | $307.2K | 0.17% | 00.0% | Unchanged |
| Claris Advisors, LLC | 905 | $308.6K | 0.21% | −13−1.4% | Reduced |
| West Branch Capital LLC | 905 | $308.6K | 0.15% | +538+146.6% | Added |
| Freedom Wealth Alliance, LLC | 905 | $310.9K | 0.43% | −50−5.2% | Reduced |
| Boston Common Asset Management, LLC | 911 | $311.0K | 0.01% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 913 | $311.3K | 0.15% | −390−29.9% | Reduced |
| Capital Insight Partners, LLC | 914 | $311.7K | 0.07% | −210−18.7% | Reduced |
| Kelly Financial Services LLC | 916 | $312.4K | 0.15% | −7−0.8% | Reduced |
| Steward Financial Group LLC | 919 | $313.0K | 0.10% | 00.0% | Unchanged |
| Orion Capital Management LLC | 918 | $313.0K | 0.21% | +8+0.9% | Added |
| Widmann Financial Services, Inc. | 921 | $314.1K | 0.30% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 922 | $314.3K | 0.22% | −340−26.9% | Reduced |
| Builder Investment Group Inc | 925 | $315.4K | 0.12% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 928 | $316.4K | 0.02% | +50+5.7% | Added |
| Affinity Wealth Management LLC | 930 | $317.1K | 0.07% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 930 | $317.1K | 0.04% | +3+0.3% | Added |
| Clark Financial Services Group Inc | 933 | $318.2K | 0.43% | +100+12.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 939 | $320.2K | 0.11% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 943 | $321.5K | 0.10% | −22−2.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 946 | $322.6K | 0.13% | −202−17.6% | Reduced |
| Concord Asset Management, LLC | 946 | $322.6K | 0.11% | +52+5.8% | Added |
| Heritage Wealth Management, Inc./Texas | 948 | $323.3K | 0.29% | 00.0% | Unchanged |
| Chelsea Counsel Co | 949 | $323.6K | 0.16% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $323.9K | 0.24% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 952 | $324.6K | 0.29% | +952 | New |
| Hutchens & Kramer Investment Management Group, LLC | 953 | $325.0K | 0.26% | +11+1.2% | Added |
| Divergent Planning, LLC | 954 | $325.3K | 0.17% | 00.0% | Unchanged |
| Brickley Wealth Management | 954 | $325.3K | 0.08% | +35+3.8% | Added |
| San Luis Wealth Advisors LLC | 955 | $326.0K | 0.12% | −144−13.1% | Reduced |
| Abner Herrman & Brock LLC | 957 | $326.0K | 0.05% | +34+3.7% | Added |
| Howe & Rusling Inc | 957 | $326.3K | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 960 | $327.4K | 0.01% | 00.0% | Unchanged |
| apricus wealth, LLC | 952 | $327.7K | 0.29% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 963 | $328.4K | 0.35% | +92+10.6% | Added |
| SFG Wealth Management, LLC. | 963 | $328.4K | 0.28% | +150+18.5% | Added |
| Fortis Capital Advisors, LLC | 966 | $329.4K | 0.19% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 967 | $329.7K | 0.04% | +1+0.1% | Added |
| Running Point Capital Advisors, LLC | 972 | $331.5K | 0.19% | +5+0.5% | Added |
| Banco BTG Pactual S.A. | 972 | $331.5K | 0.21% | +139+16.7% | Added |
| Howard Wealth Management, LLC | 973 | $331.8K | 0.29% | −30−3.0% | Reduced |
| Waypoint Wealth Partners Inc. | 973 | $331.9K | 0.11% | 00.0% | Unchanged |
| RHS Financial, LLC | 974 | $332.1K | 0.24% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 975 | $332.5K | 0.09% | −95−8.9% | Reduced |
| Investors Asset Management of Georgia Inc | 975 | $332.5K | 0.17% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 975 | $332.5K | 0.04% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 975 | $332.5K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 986 | $333.0K | 0.01% | +91+10.2% | Added |
| Lane & Associates LLC | 977 | $333.2K | 0.27% | 00.0% | Unchanged |
| Covenant Partners, LLC | 982 | $334.9K | 0.12% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 983 | $335.2K | 0.21% | +6+0.6% | Added |
| Souders Financial Advisors | 984 | $335.5K | 0.06% | −234−19.2% | Reduced |
| Elevated Capital Advisors, LLC | 986 | $336.1K | 0.11% | +15+1.5% | Added |
| Renaissance Investment Group LLC | 989 | $337.2K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 990 | $337.6K | 0.27% | 00.0% | Unchanged |
| Clough Capital Partners L P | 990 | $337.6K | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 994 | $339.0K | 0.21% | −255−20.4% | Reduced |
| Mayfair Advisory Group, LLC | 996 | $339.5K | 0.34% | 00.0% | Unchanged |
| Grace & White Inc | 1,000 | $341.0K | 0.06% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $341.0K | 0.09% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 1,000 | $341.0K | 0.06% | +1,000 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $341.3K | 0.00% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 1,002 | $341.7K | 0.12% | +1,002 | New |
| Coyle Financial Counsel LLC | 1,009 | $344.1K | 0.15% | +28+2.9% | Added |
| Burrus Financial Services, Inc. | 1,010 | $344.5K | 0.19% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,011 | $344.8K | 0.50% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,013 | $345.4K | 0.32% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,019 | $347.5K | 0.23% | +1,019 | New |
| Avaii Wealth Management, LLC | 1,025 | $349.4K | 0.27% | +191+22.9% | Added |
| CKW Financial Group | 1,025 | $350.0K | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,026 | $350.0K | 0.03% | +265+34.8% | Added |
| Better Money Decisions, LLC | 1,028 | $350.5K | 0.29% | +86+9.1% | Added |
| Donald L. Hagan, LLC | 1,031 | $351.6K | 0.20% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,032 | $351.9K | 0.15% | +16+1.6% | Added |