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 |
|---|---|---|---|---|---|
| Demars Financial Group, LLC | 1,039 | $354.3K | 0.20% | +5+0.5% | Added |
| Blackston Financial Advisory Group, LLC | 1,045 | $356.0K | 0.26% | −123−10.5% | Reduced |
| West Paces Advisors Inc. | 1,044 | $356.0K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,046 | $356.7K | 0.10% | −24−2.2% | Reduced |
| Miramar Capital, LLC | 1,047 | $357.0K | 0.09% | −30−2.8% | Reduced |
| Benedetti & Gucer, Inc. | 1,052 | $358.0K | 0.18% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,050 | $358.1K | 0.12% | −1−0.1% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,050 | $358.1K | 0.22% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,050 | $358.1K | 0.22% | +1,050 | New |
| Benchmark Investment Advisors LLC | 1,053 | $359.1K | 0.33% | 00.0% | Unchanged |
| KWB Wealth | 1,055 | $359.8K | 0.06% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,057 | $360.4K | 0.10% | +237+28.9% | Added |
| Private Capital Management, LLC | 1,057 | $360.4K | 0.04% | +321+43.6% | Added |
| Silverleafe Capital Partners, LLC | 1,058 | $360.8K | 0.22% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,059 | $361.1K | 0.20% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 1,055 | $362.3K | 0.26% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,064 | $362.8K | 0.14% | −36−3.3% | Reduced |
| Union Savings Bank | 1,032 | $363.2K | 0.22% | +1,032 | New |
| Brio Consultants, LLC | 1,067 | $363.8K | 0.07% | −21−1.9% | Reduced |
| McMahon Financial Advisors, LLC | 1,067 | $363.8K | 0.11% | +40+3.9% | Added |
| Seascape Capital Management | 1,067 | $364.0K | 0.17% | +72+7.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,068 | $364.1K | 0.08% | −47−4.2% | Reduced |
| Flaharty Asset Management, LLC | 1,069 | $364.5K | 0.06% | −100−8.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,071 | $365.2K | 0.14% | +31+3.0% | Added |
| Braun-Bostich & Associates Inc. | 1,074 | $366.2K | 0.78% | +6+0.6% | Added |
| Bellevue Asset Management, LLC | 1,107 | $367.3K | 0.23% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,077 | $367.3K | 0.31% | −1−0.1% | Reduced |
| American Asset Management Inc. | 1,078 | $367.6K | 0.38% | −17−1.6% | Reduced |
| Compass Wealth Management LLC | 1,079 | $367.9K | 0.11% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,082 | $369.0K | 0.56% | +3+0.3% | Added |
| HTG Investment Advisors, Inc. | 1,085 | $370.0K | 0.31% | +90+9.0% | Added |
| Viewpoint Capital Management LLC | 1,090 | $371.7K | 0.29% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,091 | $372.0K | 0.07% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,092 | $372.4K | 0.22% | −50−4.4% | Reduced |
| Vantage Financial Partners, LLC | 1,093 | $372.7K | 0.14% | 00.0% | Unchanged |
| Covestor Ltd | 1,093 | $373.0K | 0.28% | −50−4.4% | Reduced |
| 44 Wealth Management LLC | 1,094 | $373.1K | 0.13% | −360−24.8% | Reduced |
| GDS Wealth Management | 1,094 | $373.1K | 0.06% | +121+12.4% | Added |
| Wilson & Boucher Capital Management, LLC | 1,095 | $373.4K | 0.34% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,095 | $373.4K | 0.04% | +185+20.3% | Added |
| Werba Rubin Papier Wealth Management | 1,096 | $373.7K | 0.13% | −71−6.1% | Reduced |
| Stonehearth Capital Management, LLC | 1,099 | $374.8K | 0.20% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,099 | $374.8K | 0.28% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,100 | $375.1K | 0.01% | −15−1.3% | Reduced |
| Whitford Management LLC | 1,100 | $375.1K | 0.46% | −4−0.4% | Reduced |
| Trustees of Columbia University in the City of New York | 1,100 | $375.1K | 0.55% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,100 | $375.1K | 0.40% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 1,100 | $375.1K | 0.29% | 00.0% | Unchanged |
| Madden Securities Corp | 1,102 | $375.8K | 0.19% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,104 | $376.5K | 0.30% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,104 | $376.5K | 1.03% | +1,104 | New |
| Kennedy Investment Group | 1,105 | $376.8K | 0.22% | +33+3.1% | Added |
| GoalFusion Wealth Management, LLC | 1,116 | $380.6K | 0.28% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 1,116 | $380.6K | 0.25% | +1,116 | New |
| Slagle Financial, LLC | 1,121 | $382.3K | 0.24% | +1,121 | New |
| Beacon Harbor Wealth Advisors, Inc. | 1,124 | $383.0K | 0.13% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,127 | $384.3K | 0.18% | −100−8.1% | Reduced |
| Roberts Wealth Advisors, LLC | 1,128 | $384.6K | 0.17% | −286−20.2% | Reduced |
| United Capital Management of KS, Inc. | 1,129 | $385.0K | 0.12% | −70−5.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,130 | $385.3K | 0.21% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,132 | $386.0K | 0.39% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,136 | $387.4K | 0.15% | 00.0% | Unchanged |
| US Asset Management LLC | 1,137 | $388.0K | 0.41% | −2−0.2% | Reduced |
| Creative Capital Management Investments LLC | 1,140 | $388.7K | 0.28% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,141 | $389.1K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,141 | $389.1K | 0.16% | +565+98.1% | Added |
| XTX Topco Ltd | 1,143 | $389.8K | 0.07% | +1,143 | New |
| Waycross Investment Management Co | 1,144 | $390.1K | 0.41% | +70+6.5% | Added |
| New England Capital Financial Advisors LLC | 1,145 | $390.4K | 0.26% | −346−23.2% | Reduced |
| Melone Private Wealth, LLC | 1,147 | $391.1K | 0.28% | +16+1.4% | Added |
| Centennial Bank | 1,150 | $392.1K | 0.26% | −250−17.9% | Reduced |
| Capital Investment Counsel, Inc | 1,154 | $393.5K | 0.08% | −10−0.9% | Reduced |
| Myecfo, LLC | 1,157 | $394.5K | 0.29% | −1,050−47.6% | Reduced |
| Arden Trust Co | 1,157 | $395.0K | 0.06% | −1,823−61.2% | Reduced |
| Raleigh Capital Management Inc. | 1,162 | $396.2K | 0.20% | +123+11.8% | Added |
| Lion Street Advisors, LLC | 1,384 | $397.2K | 0.13% | +346+33.3% | Added |
| Sunburst Financial Group, LLC | 1,165 | $397.3K | 0.14% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,168 | $398.3K | 0.13% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,168 | $398.3K | 0.23% | +399+51.9% | Added |
| Act Two Investors LLC | 1,172 | $399.7K | 0.11% | −280−19.3% | Reduced |
| Banco de Sabadell, S.A | 1,185 | $400.0K | 0.32% | −146−11.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,174 | $400.3K | 0.07% | −58−4.7% | Reduced |
| Orin Green Financial, LLC | 1,176 | $401.0K | 0.21% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,180 | $402.4K | 0.18% | 00.0% | Unchanged |
| NFC Investments, LLC | 1,186 | $404.0K | 0.13% | +356+42.9% | Added |
| CBIZ Investment Advisory Services, LLC | 1,185 | $404.1K | 0.03% | −100−7.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,185 | $404.1K | 0.04% | +31+2.7% | Added |
| Thrive Capital Management, LLC | 1,185 | $404.1K | 0.23% | +348+41.6% | Added |
| Legacy Capital Group California, Inc. | 1,185 | $404.1K | 0.17% | +1,185 | New |
| Financial Council Asset Management Inc | 1,187 | $404.8K | 0.31% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,189 | $405.4K | 0.28% | −218−15.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,189 | $405.4K | 0.26% | +43+3.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,189 | $405.4K | 0.17% | +84+7.6% | Added |
| Atlas Wealth Partners, LLC | 1,175 | $406.0K | 1.17% | +1,175 | New |
| Dividend Assets Capital, LLC | 1,194 | $407.0K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,200 | $409.0K | 0.03% | +1,200 | New |
| Kraft, Davis & Associates, LLC | 1,141 | $409.0K | 0.14% | +1,141 | New |
| McCollum Christoferson Group LLC | 1,200 | $409.2K | 0.12% | −730−37.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,200 | $409.3K | 0.24% | −52−4.2% | Reduced |
| Cherrydale Wealth Management, LLC | 1,202 | $409.9K | 0.29% | +61+5.3% | Added |