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 |
|---|---|---|---|---|---|
| Milestone Asset Management, LLC | 1,411 | $481.2K | 0.21% | −1−0.1% | Reduced |
| Values Added Financial LLC | 1,412 | $481.5K | 0.45% | +1,412 | New |
| Adell Harriman & Carpenter Inc | 1,410 | $482.4K | 0.05% | −391−21.7% | Reduced |
| FC Advisory LLC | 1,415 | $482.5K | 0.20% | 00.0% | Unchanged |
| Mayport, LLC | 1,416 | $482.9K | 0.27% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,417 | $483.2K | 0.28% | +134+10.4% | Added |
| Jackson Creek Investment Advisors LLC | 1,420 | $484.0K | 0.19% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,422 | $484.9K | 0.12% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,423 | $485.2K | 0.17% | −3−0.2% | Reduced |
| Horizons Wealth Management | 1,425 | $485.9K | 0.34% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,425 | $485.9K | 0.29% | +1+0.1% | Added |
| Pacitti Group Inc. | 1,427 | $486.6K | 0.34% | −21−1.5% | Reduced |
| Skba Capital Management LLC | 1,429 | $487.3K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,432 | $488.3K | 0.13% | −8−0.6% | Reduced |
| Great Waters Wealth Management | 1,438 | $490.4K | 0.10% | −10−0.7% | Reduced |
| Martin Capital Advisors, LLP | 1,439 | $490.7K | 0.45% | +60+4.4% | Added |
| GFI Investment Counsel Ltd. | 1,440 | $491.0K | 0.07% | +126+9.6% | Added |
| JGP Wealth Management, LLC | 1,441 | $491.4K | 0.08% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,442 | $491.7K | 0.10% | −539−27.2% | Reduced |
| Carr Financial Group Corp | 1,444 | $492.4K | 0.20% | +39+2.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,448 | $493.9K | 0.23% | +35+2.5% | Added |
| Kades & Cheifetz LLC | 1,449 | $494.1K | 0.38% | −54−3.6% | Reduced |
| Guild Investment Management, Inc. | 1,450 | $494.4K | 0.70% | 00.0% | Unchanged |
| Fortune 45 LLC | 1,456 | $496.5K | 0.51% | +94+6.9% | Added |
| Rock Point Advisors, LLC | 1,457 | $496.8K | 0.16% | +190+15.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,461 | $498.0K | 0.49% | −148−9.2% | Reduced |
| Vantage Consulting Group Inc | 1,461 | $498.2K | 0.29% | −217−12.9% | Reduced |
| Syntax Advisors, LLC | 1,461 | $498.2K | 0.40% | −217−12.9% | Reduced |
| Arcadia Wealth Management, LLC | 1,461 | $498.2K | 0.37% | +85+6.2% | Added |
| Logan Capital Management Inc | 1,462 | $498.5K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,462 | $498.5K | 0.13% | +1,000+216.5% | Added |
| Noesis Capital Mangement Corp | 1,464 | $499.2K | 0.12% | +9+0.6% | Added |
| Schiavi & Co LLC | 1,465 | $499.6K | 0.21% | +37+2.6% | Added |
| Aua Capital Management, LLC | 1,470 | $501.3K | 0.35% | −475−24.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,470 | $501.3K | 0.03% | +14+1.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 1,473 | $502.3K | 0.25% | 00.0% | Unchanged |
| Gries Financial LLC | 1,473 | $502.3K | 0.14% | +14+1.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $503.0K | 0.14% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,479 | $504.3K | 0.45% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,482 | $505.4K | 0.14% | −1,486−50.1% | Reduced |
| Hyperion Partners, LLC | 1,482 | $505.4K | 0.43% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,485 | $506.4K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 1,488 | $507.4K | 0.20% | +80+5.7% | Added |
| Shoker Investment Counsel, Inc. | 1,489 | $507.7K | 0.21% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,490 | $508.1K | 0.19% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,493 | $509.1K | 0.30% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,493 | $509.1K | 0.06% | 00.0% | Unchanged |
| Truefg, LLC | 1,499 | $511.2K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,500 | $511.5K | 0.03% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $511.5K | 0.20% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $511.5K | 0.26% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,501 | $511.9K | 0.37% | −58−3.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,503 | $512.5K | 0.30% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,503 | $512.5K | 0.51% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,488 | $513.9K | 0.22% | +397+36.4% | Added |
| Peregrine Asset Advisers, Inc. | 1,507 | $513.9K | 0.39% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,510 | $515.0K | 0.36% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,513 | $515.9K | 0.86% | 00.0% | Unchanged |
| Meridian Management Co | 1,518 | $517.6K | 0.16% | +74+5.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,521 | $518.7K | 0.45% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,521 | $518.7K | 0.45% | +212+16.2% | Added |
| Lowell Blake & Associates Inc. | 1,524 | $519.7K | 0.15% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 1,536 | $523.8K | 0.13% | −1−0.1% | Reduced |
| Americana Partners, LLC | 1,536 | $523.8K | 0.07% | +614+66.6% | Added |
| First International Bank & Trust | 1,539 | $524.8K | 0.17% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,545 | $526.8K | 0.09% | +41+2.7% | Added |
| Blue Edge Capital, LLC | 1,548 | $527.9K | 0.11% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,548 | $527.9K | 0.18% | +1,548 | New |
| Millennium Capital Advisors, LLC | 1,550 | $528.5K | 0.43% | +9+0.6% | Added |
| Nemes Rush Group LLC | 1,551 | $528.9K | 0.09% | +1,551 | New |
| Arbor Trust Wealth Advisors, LLC | 1,554 | $529.9K | 0.34% | −931−37.5% | Reduced |
| DT Investment Partners, LLC | 1,505 | $530.2K | 0.06% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,555 | $530.3K | 0.07% | −115−6.9% | Reduced |
| Page Arthur B | 1,555 | $530.3K | 0.50% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,557 | $530.9K | 0.35% | −1,803−53.7% | Reduced |
| Massachusetts Wealth Management | 1,560 | $532.0K | 0.51% | +355+29.5% | Added |
| Strategic Financial Concepts, LLC | 1,562 | $532.6K | 0.20% | +13+0.8% | Added |
| Brand Asset Management Group, Inc. | 1,563 | $533.0K | 0.25% | −9−0.6% | Reduced |
| Atlas Private Wealth Advisors | 1,564 | $533.3K | 0.11% | +781+99.7% | Added |
| Oxbow Advisors, LLC | 1,565 | $533.7K | 0.08% | +344+28.2% | Added |
| Carmel Capital Partners, LLC | 1,570 | $535.4K | 0.28% | −20−1.3% | Reduced |
| Omnia Family Wealth, LLC | 1,578 | $538.1K | 0.37% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,580 | $538.8K | 0.29% | −70−4.2% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $538.8K | 0.32% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,582 | $539.5K | 0.11% | 00.0% | Unchanged |
| Coerente Capital Management | 1,582 | $539.5K | 0.12% | +80+5.3% | Added |
| William Allan, LLC | 1,592 | $542.9K | 0.42% | −15−0.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $543.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,594 | $543.4K | 0.06% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,597 | $544.6K | 0.18% | +185+13.1% | Added |
| Hengehold Capital Management LLC | 1,597 | $544.7K | 0.07% | −815−33.8% | Reduced |
| First Dallas Securities Inc. | 1,600 | $546.0K | 0.30% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 1,603 | $546.6K | 0.46% | −160−9.1% | Reduced |
| Fiducient Advisors LLC | 1,603 | $546.6K | 0.17% | +717+80.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,605 | $547.3K | 0.06% | −1−0.1% | Reduced |
| Falcon Wealth Planning | 1,607 | $547.9K | 0.12% | +342+27.0% | Added |
| Willow Creek Wealth Management Inc. | 1,607 | $548.0K | 0.08% | +314+24.3% | Added |
| Motive Wealth Advisors | 1,609 | $548.7K | 0.57% | +8+0.5% | Added |
| Leeward Financial Partners, LLC | 1,609 | $548.7K | 0.32% | +425+35.9% | Added |
| Hanlon Investment Management, Inc. | 1,612 | $549.7K | 0.16% | +28+1.8% | Added |