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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Cooke & Bieler LP | 214,452 | $73.1M | 0.68% | −82,668−27.8% | Reduced |
| JRM Investment Counsel, LLC | 213,198 | $72.7M | 30.84% | −4,328−2.0% | Reduced |
| MML Investors Services, LLC | 211,989 | $72.3M | 0.40% | +211,989 | New |
| Czech National Bank | 211,106 | $72.0M | 1.64% | −1,146−0.5% | Reduced |
| St. James Investment Company, LLC | 209,949 | $71.6M | 10.41% | −4,764−2.2% | Reduced |
| Allianz Asset Management GmbH | 208,556 | $71.1M | 0.15% | −24,336−10.4% | Reduced |
| Fairview Capital Investment Management, LLC | 208,514 | $71.1M | 4.49% | −4,740−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 207,864 | $70.9M | 0.34% | −5,089−2.4% | Reduced |
| Staley Capital Advisers Inc | 207,560 | $70.8M | 3.81% | −1,220−0.6% | Reduced |
| Ingalls & Snyder LLC | 206,875 | $70.5M | 3.41% | −1,044−0.5% | Reduced |
| Citadel Advisors LLC | 205,364 | $70.0M | 0.08% | +200,245+3,911.8% | Added |
| Manitou Investment Management Ltd. | 204,044 | $69.6M | 16.55% | −910−0.4% | Reduced |
| Summitry LLC | 200,976 | $68.5M | 4.33% | −871−0.4% | Reduced |
| Davis Asset Management, L.P. | 200,000 | $68.2M | 4.08% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 198,824 | $67.8M | 2.74% | −2,015−1.0% | Reduced |
| Lazard Asset Management LLC | 198,148 | $67.6M | 0.08% | −33,401−14.4% | Reduced |
| Umb Bank N A | 193,109 | $65.9M | 1.00% | −4,855−2.5% | Reduced |
| AXA S.A. | 192,875 | $65.8M | 0.22% | −392−0.2% | Reduced |
| Smead Capital Management, Inc. | 190,736 | $65.0M | 1.29% | −2,882−1.5% | Reduced |
| Oppenheimer & Co Inc | 188,446 | $64.3M | 1.29% | −941−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 187,470 | $63.9M | 4.11% | +2,069+1.1% | Added |
| Whittier Trust Co | 186,414 | $63.6M | 1.10% | −8,542−4.4% | Reduced |
| Veritable, L.P. | 186,277 | $63.5M | 1.03% | +7,114+4.0% | Added |
| Nicholas Hoffman & Company, LLC. | 186,065 | $63.4M | 2.48% | +2,846+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 185,187 | $63.1M | 14.84% | −3,569−1.9% | Reduced |
| Tweedy, Browne Co LLC | 185,012 | $63.1M | 3.31% | −5,794−3.0% | Reduced |
| Confluence Investment Management LLC | 182,728 | $62.3M | 0.91% | −6,298−3.3% | Reduced |
| Howland Capital Management LLC | 182,066 | $62.1M | 3.56% | +2,939+1.6% | Added |
| Carnegie Capital Asset Management, LLC | 179,896 | $61.3M | 2.27% | +1,911+1.1% | Added |
| Beck Mack & Oliver LLC | 179,563 | $61.2M | 1.60% | −2,085−1.1% | Reduced |
| Canoe Financial LP | 177,894 | $60.7M | 1.27% | −7,662−4.1% | Reduced |
| First Foundation Advisors | 177,924 | $60.7M | 2.62% | −13,519−7.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 177,497 | $60.5M | 0.65% | +805+0.5% | Added |
| Seizert Capital Partners, LLC | 176,945 | $60.3M | 3.24% | −3,399−1.9% | Reduced |
| Archon Partners LLC | 176,800 | $60.3M | 9.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 175,165 | $59.7M | 2.27% | +2,334+1.4% | Added |
| Polar Capital Holdings Plc | 174,432 | $59.5M | 0.41% | −24,652−12.4% | Reduced |
| Peapack Gladstone Financial Corp | 173,424 | $59.1M | 1.05% | −1,502−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 173,037 | $59.0M | 1.00% | −2,059−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 172,649 | $58.9M | 21.31% | −3,541−2.0% | Reduced |
| AE Wealth Management LLC | 171,442 | $58.5M | 0.35% | +18,090+11.8% | Added |
| Roundview Capital LLC | 170,055 | $58.0M | 5.66% | +2,158+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 169,690 | $57.9M | 6.53% | −1,358−0.8% | Reduced |
| Jane Street Group, LLC | 169,535 | $57.8M | 0.08% | −173,368−50.6% | Reduced |
| Miller Investment Management, LP | 169,468 | $57.8M | 8.81% | +27,084+19.0% | Added |
| Financial Counselors Inc | 168,614 | $57.5M | 1.17% | −321−0.2% | Reduced |
| Cohen Klingenstein LLC | 168,542 | $57.5M | 2.49% | −185−0.1% | Reduced |
| Jacobi Capital Management LLC | 167,545 | $57.1M | 6.39% | +2,640+1.6% | Added |
| S&CO Inc | 166,747 | $56.9M | 4.58% | −358−0.2% | Reduced |
| Salem Investment Counselors Inc | 164,887 | $56.2M | 2.04% | −500−0.3% | Reduced |
| Hosking Partners LLP | 164,082 | $56.0M | 2.36% | +12,094+8.0% | Added |
| Chicago Partners Investment Group LLC | 159,106 | $55.9M | 2.91% | +5,525+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 162,272 | $55.3M | 0.53% | −9,467−5.5% | Reduced |
| South Dakota Investment Council | 161,949 | $55.2M | 1.15% | −10,223−5.9% | Reduced |
| Cetera Advisors LLC | 157,140 | $53.6M | 0.84% | +1,197+0.8% | Added |
| SG Americas Securities, LLC | 157,055 | $53.6M | 0.46% | +152,508+3,354.0% | Added |
| Parthenon LLC | 156,005 | $53.2M | 7.68% | −140−0.1% | Reduced |
| Avenir Corp | 155,891 | $53.2M | 4.67% | −84−0.1% | Reduced |
| DDD Partners, LLC | 155,355 | $53.0M | 7.33% | −14,436−8.5% | Reduced |
| Capital Advisors Inc | 155,320 | $53.0M | 1.35% | +4,936+3.3% | Added |
| Amussen Hunsaker Associates LLC | 155,118 | $52.9M | 11.68% | +1,584+1.0% | Added |
| Swiss Life Asset Management Ltd | 155,043 | $52.9M | 0.78% | −10,494−6.3% | Reduced |
| Burgundy Asset Management Ltd. | 154,029 | $52.5M | 0.62% | −22,571−12.8% | Reduced |
| Martingale Asset Management L P | 152,608 | $52.0M | 1.02% | +34,666+29.4% | Added |
| Hudson Bay Capital Management LP | 152,000 | $51.8M | 0.52% | −255,000−62.7% | Reduced |
| Cornerstone Advisors, LLC | 151,700 | $51.7M | 2.47% | −55,300−26.7% | Reduced |
| Guyasuta Investment Advisors Inc | 149,252 | $50.9M | 3.76% | −1,090−0.7% | Reduced |
| Lountzis Asset Management, LLC | 141,106 | $50.6M | 27.92% | −5,493−3.7% | Reduced |
| Founders Capital Management, LLC | 148,267 | $50.6M | 11.26% | −1,699−1.1% | Reduced |
| Central Trust Co | 146,583 | $50.0M | 1.39% | −2,786−1.9% | Reduced |
| King Luther Capital Management Corp | 145,766 | $49.7M | 0.25% | +1,907+1.3% | Added |
| Securian Asset Management, Inc | 145,485 | $49.6M | 1.27% | −3,684−2.5% | Reduced |
| Qube Research & Technologies Ltd | 127,059 | $49.5M | 0.19% | +127,059 | New |
| Northeast Investment Management | 144,444 | $49.3M | 2.78% | −1,850−1.3% | Reduced |
| Ardent Capital Management, Inc. | 144,011 | $49.1M | 30.16% | +1,833+1.3% | Added |
| Greenleaf Trust | 143,792 | $49.0M | 0.52% | −3,117−2.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 143,680 | $49.0M | 14.45% | +365+0.3% | Added |
| Kentucky Retirement Systems | 143,381 | $48.9M | 1.64% | +924+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 143,195 | $48.8M | 0.72% | +2,015+1.4% | Added |
| Mogy Joel R Investment Counsel Inc | 142,864 | $48.7M | 3.87% | +96+0.1% | Added |
| Lido Advisors, LLC | 142,653 | $48.6M | 0.55% | +370+0.3% | Added |
| Norris Perne & French LLP | 141,122 | $48.1M | 4.05% | −280−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 140,745 | $48.0M | 0.66% | +3,882+2.8% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 140,600 | $47.9M | 22.86% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 140,100 | $47.8M | 1.01% | −2,535−1.8% | Reduced |
| Nissay Asset Management Corp | 139,719 | $47.6M | 0.41% | −2,609−1.8% | Reduced |
| Parsons Capital Management Inc | 139,431 | $47.5M | 3.63% | −70.0% | Reduced |
| Oregon Public Employees Retirement Fund | 138,806 | $47.3M | 0.56% | −590−0.4% | Reduced |
| Intech Investment Management LLC | 138,690 | $47.3M | 0.49% | −56,385−28.9% | Reduced |
| GWM Advisors LLC | 137,310 | $46.8M | 0.53% | +6,883+5.3% | Added |
| Avantax Advisory Services, Inc. | 137,174 | $46.8M | 0.53% | −1,182−0.9% | Reduced |
| Capital Fund Management S.A. | 137,032 | $46.7M | 0.73% | +137,032 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 136,637 | $46.6M | 0.61% | −9,174−6.3% | Reduced |
| Welch & Forbes LLC | 136,267 | $46.5M | 0.73% | +2,163+1.6% | Added |
| Busey Wealth Management | 135,696 | $46.3M | 1.88% | −597−0.4% | Reduced |
| Segment Wealth Management, LLC | 135,273 | $46.1M | 4.74% | −1,592−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 134,867 | $46.0M | 0.07% | +32,036+31.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 134,096 | $45.7M | 0.70% | +17,637+15.1% | Added |
| Wealthfront Advisers LLC | 133,045 | $45.4M | 0.19% | +2,739+2.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 132,680 | $45.2M | 1.49% | +8,508+6.9% | Added |