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
- 1,361 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 |
|---|---|---|---|---|---|
| Hanlon Investment Management, Inc. | 1,612 | $549.7K | 0.16% | +28+1.8% | Added |
| Clarity Financial LLC | 1,612 | $549.7K | 0.08% | +1,612 | New |
| Trustco Bank Corp N Y | 1,614 | $550.4K | 0.59% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,615 | $550.6K | 0.38% | −2,189−57.5% | Reduced |
| L & S Advisors Inc | 1,615 | $550.7K | 0.07% | +374+30.1% | Added |
| Partners in Financial Planning | 1,617 | $551.4K | 0.14% | +560+53.0% | Added |
| Retirement Financial Solutions, LLC | 1,622 | $553.1K | 0.38% | +1,622 | New |
| Opal Wealth Advisors, LLC | 1,626 | $554.5K | 0.28% | −60−3.6% | Reduced |
| NorthLanding Financial Partners, LLC | 1,631 | $556.2K | 0.73% | −5,394−76.8% | Reduced |
| FMB Wealth Management | 1,633 | $556.9K | 0.59% | −2−0.1% | Reduced |
| Exchange Bank | 1,635 | $557.5K | 0.54% | +1,635 | New |
| Kingdom Financial Group LLC. | 1,639 | $558.9K | 0.55% | +1,639 | New |
| Matisse Capital | 1,640 | $559.2K | 0.35% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,643 | $560.3K | 0.45% | −3−0.2% | Reduced |
| Doliver Advisors, LP | 1,644 | $560.6K | 0.17% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $560.6K | 1.64% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,648 | $562.0K | 0.39% | −668−28.8% | Reduced |
| 1620 Investment Advisors, Inc. | 1,648 | $562.0K | 0.64% | +11+0.7% | Added |
| Facet Wealth, Inc. | 1,603 | $562.9K | 0.03% | +228+16.6% | Added |
| PCA Investment Advisory Services Inc. | 1,652 | $563.3K | 0.34% | −86−4.9% | Reduced |
| Human Investing LLC | 1,654 | $564.0K | 0.13% | +403+32.2% | Added |
| Coastal Capital Group, Inc. | 1,658 | $565.4K | 0.12% | −200−10.8% | Reduced |
| Progressive Investment Management Corp | 1,660 | $566.1K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,661 | $566.4K | 0.17% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,669 | $569.1K | 0.29% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,670 | $569.5K | 0.38% | +15+0.9% | Added |
| Ratio Wealth Group | 1,672 | $570.2K | 0.14% | +1,672 | New |
| Outlook Wealth Advisors, LLC | 1,685 | $574.6K | 0.22% | +203+13.7% | Added |
| Northern Financial Advisors Inc | 1,691 | $576.6K | 0.51% | −176−9.4% | Reduced |
| Prairie Sky Financial Group LLC | 1,692 | $577.0K | 0.39% | +1,692 | New |
| MJP Associates Inc | 1,693 | $577.3K | 0.19% | +240+16.5% | Added |
| Mechanics Financial Corp | 1,695 | $578.0K | 0.31% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,695 | $578.0K | 0.06% | +1,695 | New |
| HMS Capital Management, LLC | 1,698 | $579.0K | 0.35% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 1,700 | $579.7K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,700 | $579.7K | 0.13% | +30+1.8% | Added |
| Hamilton Point Investment Advisors, LLC | 1,704 | $581.1K | 0.14% | +528+44.9% | Added |
| Keb Asset Management, LLC | 1,706 | $581.7K | 0.24% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $582.8K | 0.39% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,710 | $583.1K | 0.01% | −10−0.6% | Reduced |
| Atlas Wealth LLC | 1,691 | $584.0K | 0.11% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,891 | $584.1K | 0.14% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,717 | $585.5K | 0.03% | −1,003−36.9% | Reduced |
| Oxler Private Wealth LLC | 1,720 | $586.5K | 0.28% | −150−8.0% | Reduced |
| Full Sail Capital, LLC | 1,721 | $586.9K | 0.05% | +96+5.9% | Added |
| Twelve Points Wealth Management LLC | 1,726 | $588.6K | 0.31% | −30−1.7% | Reduced |
| Capital Square, LLC | 1,727 | $588.9K | 0.54% | −28−1.6% | Reduced |
| Goldstone Financial Group, LLC | 1,732 | $590.6K | 0.17% | +623+56.2% | Added |
| Lazari Capital Management, Inc. | 1,734 | $591.3K | 0.33% | +1,734 | New |
| Redwood Financial Network Corp | 1,739 | $592.8K | 0.56% | +9+0.5% | Added |
| Eagle Bay Advisors LLC | 1,741 | $593.7K | 0.34% | −58−3.2% | Reduced |
| Landaas & Co | 1,742 | $594.0K | 0.26% | −238−12.0% | Reduced |
| HBC Financial Services, PLLC | 1,725 | $595.0K | 0.43% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,745 | $595.0K | 0.20% | −142−7.5% | Reduced |
| Unionview, LLC | 1,746 | $595.4K | 0.54% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,750 | $596.8K | 0.07% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,753 | $597.8K | 0.11% | −11−0.6% | Reduced |
| Royal Fund Management, LLC | 1,760 | $600.2K | 0.08% | −9−0.5% | Reduced |
| Gould Asset Management LLC | 1,765 | $601.9K | 0.17% | +580+48.9% | Added |
| Hoxton Planning & Management, LLC | 1,766 | $602.2K | 0.37% | −100−5.4% | Reduced |
| Day & Ennis, LLC | 1,766 | $602.2K | 0.23% | −82−4.4% | Reduced |
| Francis Financial, Inc. | 1,773 | $604.6K | 0.33% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,774 | $604.9K | 0.40% | −24−1.3% | Reduced |
| FWL Investment Management, LLC | 1,774 | $604.9K | 0.41% | +116+7.0% | Added |
| Gitterman Wealth Management, LLC | 1,779 | $606.6K | 0.28% | +400+29.0% | Added |
| Clay Northam Wealth Management, LLC | 1,780 | $607.0K | 0.58% | −26−1.4% | Reduced |
| West Bancorporation Inc | 1,780 | $607.0K | 0.41% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,781 | $607.3K | 0.27% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,782 | $607.7K | 0.36% | +250+16.3% | Added |
| Sanders Morris Harris LLC | 1,786 | $609.0K | 0.13% | +100+5.9% | Added |
| Index Fund Advisors, Inc. | 1,789 | $610.0K | 0.04% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,791 | $610.7K | 0.69% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,795 | $612.0K | 0.02% | −70−3.8% | Reduced |
| Ziegler Capital Management, LLC | 1,805 | $615.5K | 0.02% | −78−4.1% | Reduced |
| Algert Global LLC | 1,809 | $616.9K | 0.03% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 1,810 | $617.2K | 0.32% | +560+44.8% | Added |
| Riverview Trust Co | 1,811 | $617.6K | 0.56% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,816 | $619.0K | 0.12% | +104+6.1% | Added |
| Phillips Financial Management, LLC | 1,818 | $619.9K | 0.06% | +46+2.6% | Added |
| Merrion Investment Management Co, LLC | 1,819 | $620.3K | 0.53% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,820 | $620.6K | 0.33% | +258+16.5% | Added |
| CM Wealth Advisors LLC | 1,775 | $620.9K | 0.20% | −2,326−56.7% | Reduced |
| Rempart Asset Management Inc. | 1,824 | $622.0K | 0.13% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,824 | $622.0K | 0.13% | +109+6.4% | Added |
| Options Solutions, LLC | 1,825 | $622.3K | 0.61% | +425+30.4% | Added |
| Burke & Herbert Bank & Trust Co | 1,826 | $622.7K | 0.42% | −36−1.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,828 | $623.3K | 0.50% | +6+0.3% | Added |
| VERITY Wealth Advisors | 1,833 | $625.1K | 0.56% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $625.4K | 0.64% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,835 | $625.7K | 0.38% | 00.0% | Unchanged |
| Port Capital LLC | 1,835 | $626.0K | 0.04% | 00.0% | Unchanged |
| Cedrus LLC | 1,839 | $627.1K | 0.44% | +30+1.7% | Added |
| LJI Wealth Management, LLC | 1,840 | $627.4K | 0.18% | −29−1.6% | Reduced |
| Shore Point Advisors, LLC | 1,840 | $627.4K | 0.45% | 00.0% | Unchanged |
| Petix & Botte Co | 1,840 | $627.4K | 0.19% | +920+100.0% | Added |
| Tradewinds Capital Management, LLC | 1,843 | $628.5K | 0.20% | −253−12.1% | Reduced |
| Oak Asset Management, LLC | 1,843 | $628.5K | 0.26% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,845 | $629.1K | 0.48% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,846 | $629.5K | 0.21% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,856 | $632.9K | 0.13% | +928+100.0% | Added |