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
- 3,597
- +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
- 1,362 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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Northcape Wealth Management, LLC | 1,205 | $410.9K | 0.15% | −200−14.2% | Reduced |
| Enzi Wealth | 1,205 | $414.0K | 0.21% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,215 | $414.1K | 0.25% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,216 | $414.6K | 0.23% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 1,216 | $414.7K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,217 | $415.0K | 0.03% | −804−39.8% | Reduced |
| American State Bank (Iowa) | 1,218 | $415.3K | 0.29% | +24+2.0% | Added |
| Mendel Money Management | 1,219 | $415.7K | 0.21% | −106−8.0% | Reduced |
| R. W. Roge & Company, Inc. | 1,221 | $416.0K | 0.29% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $418.7K | 0.06% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,230 | $419.4K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,232 | $420.0K | 0.19% | −61−4.7% | Reduced |
| Goldstream Capital Management Ltd | 1,235 | $421.1K | 0.31% | +403+48.4% | Added |
| Crestone Asset Management LLC | 1,236 | $421.5K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,239 | $422.5K | 0.21% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,240 | $422.8K | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,240 | $422.8K | 0.10% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,240 | $423.0K | 0.13% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,241 | $423.2K | 0.03% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 1,188 | $423.7K | 0.65% | −3,823−76.3% | Reduced |
| Raffa Wealth Management, LLC | 1,245 | $424.5K | 0.14% | −33−2.6% | Reduced |
| Bridge Advisory, LLC | 1,247 | $425.2K | 0.16% | +33+2.7% | Added |
| Resource Planning Group | 1,250 | $426.3K | 0.35% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,251 | $426.6K | 0.11% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,251 | $426.6K | 0.22% | +30+2.5% | Added |
| Goodman Financial Corp | 1,252 | $426.9K | 0.12% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,256 | $428.3K | 0.36% | +76+6.4% | Added |
| Roble, Belko & Company, Inc | 1,260 | $430.0K | 0.09% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,264 | $431.0K | 0.07% | −21−1.6% | Reduced |
| Terril Brothers, Inc. | 1,267 | $432.0K | 0.19% | +510+67.4% | Added |
| Aspen Wealth Strategies, LLC | 1,268 | $432.4K | 0.33% | −18−1.4% | Reduced |
| Consilio Wealth Advisors, LLC | 1,268 | $432.4K | 0.24% | +180+16.5% | Added |
| Abbot Financial Management, Inc. | 1,271 | $433.4K | 0.28% | +176+16.1% | Added |
| Marotta Asset Management | 1,271 | $433.4K | 0.10% | +1,271 | New |
| AtlasMark Financial, Inc | 1,275 | $434.8K | 0.53% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,280 | $436.5K | 0.40% | −786−38.0% | Reduced |
| Aspire Wealth Management Corp | 1,281 | $436.8K | 0.33% | −45−3.4% | Reduced |
| Convergence Financial, LLC | 1,284 | $437.8K | 0.27% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,284 | $438.0K | 0.06% | +4+0.3% | Added |
| AJ Advisors, LLC | 1,285 | $438.2K | 0.30% | +14+1.1% | Added |
| Bulltick Wealth Management, LLC | 1,290 | $439.9K | 0.10% | +94+7.9% | Added |
| Olistico Wealth, LLC | 1,291 | $440.2K | 0.38% | +1,291 | New |
| New Millennium Group LLC | 1,293 | $440.9K | 0.40% | +21+1.7% | Added |
| Cohen Capital Management, Inc. | 1,294 | $441.3K | 0.09% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,294 | $441.3K | 0.18% | +15+1.2% | Added |
| Stony Point Wealth Management Inc. | 1,300 | $443.3K | 0.22% | −285−18.0% | Reduced |
| Cora Capital Advisors LLC | 1,304 | $444.7K | 0.30% | −1−0.1% | Reduced |
| Indie Asset Partners, LLC | 1,304 | $444.7K | 0.48% | 00.0% | Unchanged |
| Cowa, LLC | 1,305 | $445.0K | 0.29% | −75−5.4% | Reduced |
| PFW Advisors LLC | 1,242 | $445.1K | 0.15% | +1,242 | New |
| Global Financial Private Client, LLC | 1,306 | $446.7K | 0.22% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,313 | $447.8K | 0.22% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,314 | $448.1K | 0.12% | +609+86.4% | Added |
| M. Kulyk & Associates, LLC | 1,321 | $450.5K | 0.13% | −120−8.3% | Reduced |
| Portfolio Strategies, Inc. | 1,322 | $450.8K | 0.08% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,323 | $451.1K | 0.30% | −55−4.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,325 | $451.8K | 0.41% | −50−3.6% | Reduced |
| Highlander Partners, L.P. | 1,325 | $451.8K | 0.51% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,329 | $453.2K | 0.33% | −17−1.3% | Reduced |
| Private Capital Advisors, Inc. | 1,331 | $454.0K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $454.6K | 0.04% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,334 | $454.9K | 0.09% | −30−2.2% | Reduced |
| Cutler Capital Management, LLC | 1,336 | $455.6K | 0.21% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,337 | $455.9K | 0.16% | −10−0.7% | Reduced |
| Ullmann Financial Group, Inc. | 1,338 | $456.3K | 0.09% | +70+5.5% | Added |
| Chesley Taft & Associates LLC | 1,340 | $456.9K | 0.03% | −20−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $459.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,348 | $459.0K | 0.13% | +227+20.2% | Added |
| Morris Financial Concepts, Inc. | 1,349 | $460.0K | 0.30% | +10+0.7% | Added |
| Alterity Financial Group, LLC | 1,350 | $460.4K | 0.67% | −1,000−42.6% | Reduced |
| Cary Street Partners Asset Management LLC | 1,350 | $460.4K | 0.09% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 1,350 | $460.4K | 0.21% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,351 | $460.7K | 0.14% | +26+2.0% | Added |
| BTC Capital Management, Inc. | 1,355 | $462.1K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,357 | $462.7K | 0.03% | +61+4.7% | Added |
| La Banque Postale Asset Management SA | 1,359 | $463.4K | 0.01% | +1,359 | New |
| Epic Trust Investment Advisors, LLC | 1,361 | $464.1K | 0.66% | −2−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 1,365 | $465.5K | 0.36% | +112+8.9% | Added |
| Riversedge Advisors, LLC | 1,366 | $465.8K | 0.13% | +50+3.8% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,366 | $465.9K | 0.00% | +355+35.1% | Added |
| Briaud Financial Planning, Inc | 1,369 | $466.0K | 0.44% | +303+28.4% | Added |
| AAFCPAs Wealth Management, LLC | 1,370 | $467.2K | 0.29% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,370 | $467.2K | 0.37% | +106+8.4% | Added |
| Manchester Financial Inc | 1,373 | $468.2K | 0.13% | +14+1.0% | Added |
| Total Investment Management Inc | 1,374 | $468.5K | 0.06% | +100+7.8% | Added |
| AlphaQ Advisors LLC | 1,374 | $468.5K | 0.35% | +100+7.8% | Added |
| Ade, LLC | 1,380 | $470.6K | 0.33% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,381 | $470.9K | 0.20% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 1,381 | $470.9K | 0.31% | +477+52.8% | Added |
| Primoris Wealth Advisors, LLC | 1,385 | $472.3K | 0.52% | −699−33.5% | Reduced |
| Harvest Investment Services, LLC | 1,389 | $473.6K | 0.27% | +6+0.4% | Added |
| Sterling Financial Group, Inc. | 1,392 | $474.7K | 0.31% | −21−1.5% | Reduced |
| Alpha Financial Partners, LLC | 1,397 | $476.4K | 0.51% | +6+0.4% | Added |
| Rezny Wealth Management, Inc. | 1,400 | $477.4K | 0.16% | +200+16.7% | Added |
| White Pine Capital LLC | 1,402 | $478.1K | 0.18% | +45+3.3% | Added |
| RIA Advisory Group LLC | 1,406 | $479.4K | 0.21% | −114−7.5% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $479.8K | 0.32% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,408 | $480.1K | 0.16% | +990+236.8% | Added |
| Cedar Wealth Management, LLC | 1,409 | $480.5K | 0.19% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,411 | $481.2K | 0.30% | −6−0.4% | Reduced |