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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 1,859 | $633.9K | 0.19% | −1,557−45.6% | Reduced |
| Leisure Capital Management | 1,866 | $636.3K | 0.35% | −3−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,870 | $637.7K | 0.17% | −140−7.0% | Reduced |
| Woodward Financial Advisors, Inc. | 1,870 | $637.7K | 0.48% | −41−2.1% | Reduced |
| Flynn Zito Capital Management, LLC | 1,872 | $638.3K | 0.43% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,873 | $638.7K | 0.31% | −15−0.8% | Reduced |
| Lam Group, Inc. | 1,873 | $638.7K | 0.59% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,875 | $639.4K | 0.02% | +55+3.0% | Added |
| Insight Folios Inc | 1,881 | $641.4K | 0.27% | +48+2.6% | Added |
| Matrix Private Capital Group LLC | 1,885 | $642.9K | 0.47% | +61+3.3% | Added |
| RNC Capital Management LLC | 1,887 | $643.0K | 0.04% | −1,259−40.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1,887 | $643.0K | 0.53% | +215+12.9% | Added |
| Von Berge Wealth Management Group, LLC | 1,886 | $643.1K | 0.53% | 00.0% | Unchanged |
| DDFG, Inc | 1,886 | $643.1K | 0.24% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,889 | $644.1K | 0.26% | −28−1.5% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $644.7K | 0.97% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,895 | $646.2K | 0.61% | 00.0% | Unchanged |
| Dempze Nancy E | 1,896 | $646.5K | 0.55% | −50−2.6% | Reduced |
| Sherbrooke Park Advisers LLC | 1,900 | $647.9K | 0.34% | −500−20.8% | Reduced |
| Jentner Corp | 1,901 | $648.2K | 0.40% | 00.0% | Unchanged |
| United Bank | 1,906 | $649.9K | 0.08% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,913 | $652.3K | 0.15% | 00.0% | Unchanged |
| Rinkey Investments | 1,913 | $652.3K | 0.30% | +62+3.3% | Added |
| Ellerson Group Inc | 1,915 | $653.0K | 0.62% | −20−1.0% | Reduced |
| Winslow Asset Management Inc | 1,919 | $654.0K | 0.14% | −10−0.5% | Reduced |
| Vanguard Capital Wealth Advisors | 1,921 | $655.1K | 0.59% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,928 | $657.4K | 0.77% | +1,928 | New |
| Boyar Asset Management Inc. | 1,929 | $657.8K | 0.49% | −22−1.1% | Reduced |
| Campion Asset Management LLC | 1,929 | $657.8K | 0.59% | +109+6.0% | Added |
| Emerald Advisors, LLC | 1,936 | $660.2K | 0.16% | −12−0.6% | Reduced |
| Gilman Hill Asset Management, LLC | 1,942 | $662.2K | 0.12% | +876+82.2% | Added |
| Delaney Dennis R | 1,945 | $663.2K | 0.40% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,949 | $664.6K | 0.19% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $665.0K | 0.68% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,952 | $665.6K | 0.45% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,957 | $667.3K | 0.37% | +52+2.7% | Added |
| Triune Financial Partners, LLC | 1,958 | $667.5K | 0.27% | −5−0.3% | Reduced |
| Permit Capital, LLC | 1,960 | $668.4K | 0.25% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,925 | $669.1K | 0.08% | +12+0.6% | Added |
| Country Trust Bank | 1,965 | $670.1K | 0.02% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,966 | $670.4K | 0.13% | +204+11.6% | Added |
| Cidel Asset Management Inc | 1,968 | $671.1K | 0.03% | −9−0.5% | Reduced |
| Gardner Lewis Asset Management L P | 1,970 | $671.8K | 0.25% | +1,970 | New |
| Probity Advisors, Inc. | 1,971 | $672.1K | 0.15% | +1,971 | New |
| Cedar Mountain Advisors, LLC | 1,976 | $673.8K | 0.19% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,988 | $677.9K | 0.28% | −6−0.3% | Reduced |
| Taylor Hoffman Wealth Management | 1,992 | $679.3K | 0.34% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 1,994 | $680.0K | 0.09% | −16−0.8% | Reduced |
| GTS Securities LLC | 1,997 | $681.0K | 0.02% | +1,997 | New |
| Skylands Capital, LLC | 2,000 | $682.0K | 0.10% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $682.0K | 0.56% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,003 | $683.0K | 0.40% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 2,003 | $683.0K | 0.60% | +5+0.3% | Added |
| Ulland Investment Advisors, LLC | 2,008 | $685.0K | 0.70% | +120+6.4% | Added |
| Corundum Group, Inc. | 2,009 | $685.1K | 0.34% | −1,729−46.3% | Reduced |
| Quattro Financial Advisors LLC | 2,010 | $685.4K | 0.27% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,013 | $686.4K | 0.36% | +184+10.1% | Added |
| Financial Alternatives, Inc | 2,017 | $687.8K | 0.62% | −315−13.5% | Reduced |
| MEMBERS Trust Co | 2,019 | $688.5K | 0.02% | +2,019 | New |
| Kensington Investment Counsel, LLC | 2,020 | $688.8K | 0.44% | +2,020 | New |
| McNaughton Wealth Management, LLC | 2,022 | $689.5K | 0.44% | +26+1.3% | Added |
| 626 Financial, LLC | 2,023 | $689.8K | 0.44% | −520−20.4% | Reduced |
| Access Financial Services, Inc. | 2,023 | $689.8K | 0.40% | −20−1.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,974 | $690.2K | 0.26% | +299+17.9% | Added |
| LGT Financial Advisors LLC | 2,024 | $690.2K | 0.74% | +416+25.9% | Added |
| waypoint wealth counsel | 2,033 | $693.2K | 0.62% | −4,986−71.0% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $694.0K | 0.27% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $695.0K | 0.56% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 2,038 | $695.0K | 0.30% | +168+9.0% | Added |
| Forum Financial Management, LP | 2,043 | $696.7K | 0.02% | +6+0.3% | Added |
| Truadvice, LLC | 1,954 | $697.5K | 0.26% | +257+15.1% | Added |
| Inspire Advisors, LLC | 2,051 | $699.4K | 0.13% | +13+0.6% | Added |
| Austin Private Wealth, LLC | 2,051 | $699.4K | 0.10% | +124+6.4% | Added |
| Callan Capital, LLC | 2,053 | $700.1K | 0.08% | −1,546−43.0% | Reduced |
| MBA Advisors LLC | 2,054 | $700.4K | 0.42% | +232+12.7% | Added |
| Almanack Investment Partners, LLC. | 2,054 | $700.4K | 0.12% | +775+60.6% | Added |
| Sendero Wealth Management, LLC | 2,055 | $700.6K | 0.15% | +2,055 | New |
| Red Lighthouse Investment Management, LLC | 2,058 | $701.8K | 0.32% | 00.0% | Unchanged |
| Verum Partners LLC | 2,058 | $701.8K | 0.64% | +1,128+121.3% | Added |
| Blackhawk Capital Partners LLC. | 2,059 | $702.1K | 0.49% | −4,691−69.5% | Reduced |
| Defined Wealth Management, LLC | 2,061 | $702.8K | 0.59% | +663+47.4% | Added |
| Lagoda Investment Management, L.P. | 2,065 | $704.2K | 0.50% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,067 | $704.8K | 0.49% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,068 | $705.2K | 0.16% | +12+0.6% | Added |
| First National Advisers, LLC | 2,070 | $705.9K | 0.65% | +2,070 | New |
| Aristotle Capital Management, LLC | 2,075 | $707.6K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,075 | $707.6K | 0.37% | +366+21.4% | Added |
| Asset Planning Services Inc | 2,075 | $708.0K | 0.44% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,077 | $708.3K | 0.11% | +792+61.6% | Added |
| Aveo Capital Partners, LLC | 2,082 | $710.0K | 0.09% | +35+1.7% | Added |
| Signet Financial Management, LLC | 2,083 | $710.3K | 0.11% | +1,000+92.3% | Added |
| Valley Brook Capital Group | 2,085 | $711.0K | 0.66% | −50−2.3% | Reduced |
| Cassia Capital Partners, LLC | 2,085 | $711.0K | 0.56% | +322+18.3% | Added |
| Campbell Wealth Management | 2,091 | $713.0K | 0.09% | +60+3.0% | Added |
| Value Partners Investments Inc. | 2,095 | $714.7K | 0.06% | +32+1.6% | Added |
| Family Investment Center, Inc. | 2,100 | $716.1K | 0.46% | +355+20.3% | Added |
| Saxon Interests, Inc. | 2,104 | $717.5K | 0.38% | −9−0.4% | Reduced |
| Marshall Wace, LLP | 2,109 | $719.2K | 0.00% | −50,698−96.0% | Reduced |
| Wellington Shields Capital Management, LLC | 2,110 | $719.5K | 0.09% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,112 | $720.2K | 0.44% | +198+10.3% | Added |