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 |
|---|---|---|---|---|---|
| Lee Financial Co | 91,100 | $31.1M | 5.44% | −4,555−4.8% | Reduced |
| Bokf, NA | 90,954 | $31.0M | 0.63% | −2,036−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 90,740 | $30.9M | 0.22% | +4,731+5.5% | Added |
| Federated Hermes, Inc. | 90,738 | $30.9M | 0.08% | −6,828−7.0% | Reduced |
| Greenbrier Partners Capital Management, LLC | 90,604 | $30.9M | 3.38% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 90,564 | $30.9M | 18.51% | −130−0.1% | Reduced |
| Harspring Capital Management, LLC | 89,000 | $30.3M | 7.54% | −71,000−44.4% | Reduced |
| SP Asset Management LLC | 88,947 | $30.3M | 3.38% | +260.0% | Added |
| JustInvest LLC | 88,659 | $30.2M | 0.93% | +10,259+13.1% | Added |
| Stephens Inc | 87,865 | $30.0M | 0.54% | −219−0.2% | Reduced |
| First National Bank of Omaha | 87,666 | $29.9M | 1.72% | +8,408+10.6% | Added |
| Regions Financial Corp | 87,614 | $29.9M | 0.26% | +989+1.1% | Added |
| New Mexico Educational Retirement Board | 87,557 | $29.9M | 1.31% | +4,200+5.0% | Added |
| Cetera Investment Advisers | 87,292 | $29.8M | 0.25% | +591+0.7% | Added |
| Private Wealth Partners, LLC | 87,244 | $29.8M | 2.73% | +594+0.7% | Added |
| Associated Banc-Corp | 86,821 | $29.6M | 1.12% | −595−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 86,819 | $29.6M | 0.58% | +21,207+32.3% | Added |
| Spinnaker Trust | 86,694 | $29.6M | 2.15% | +87+0.1% | Added |
| Boston Trust Walden Corp | 86,615 | $29.5M | 0.24% | +218+0.3% | Added |
| Waverton Investment Management Ltd | 85,728 | $29.2M | 0.83% | −34,650−28.8% | Reduced |
| Cobblestone Capital Advisors LLC | 85,041 | $29.0M | 2.05% | +7,978+10.4% | Added |
| Johnson Investment Counsel Inc | 84,241 | $28.7M | 0.36% | −1,006−1.2% | Reduced |
| Wolverine Trading, LLC | 84,700 | $28.5M | 0.38% | +9,414+12.5% | Added |
| Gotham Asset Management, LLC | 83,282 | $28.4M | 0.62% | −5,739−6.4% | Reduced |
| Allworth Financial LP | 82,576 | $28.2M | 0.24% | +5,986+7.8% | Added |
| Reik & Co., LLC | 82,397 | $28.1M | 7.74% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 82,354 | $28.1M | 1.32% | −1,797−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 80,200 | $28.1M | 0.60% | −2,145−2.6% | Reduced |
| Ycg, LLC | 82,049 | $28.0M | 2.49% | −15,400−15.8% | Reduced |
| White Pine Investment CO | 82,012 | $28.0M | 9.65% | −1,372−1.6% | Reduced |
| Nichols & Pratt Advisers LLP | 81,687 | $27.9M | 2.03% | −1,196−1.4% | Reduced |
| Prudential PLC | 81,102 | $27.7M | 0.33% | −220.0% | Reduced |
| WealthPLAN Partners, LLC | 80,941 | $27.6M | 3.90% | −13,455−14.3% | Reduced |
| Atria Investments LLC | 80,670 | $27.5M | 0.50% | +2,611+3.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 80,615 | $27.5M | 21.53% | −44,784−35.7% | Reduced |
| Advisors Capital Management, LLC | 80,505 | $27.5M | 0.65% | +2,213+2.8% | Added |
| Independent Advisor Alliance | 80,279 | $27.4M | 1.21% | −1,645−2.0% | Reduced |
| Cadinha & Co LLC | 79,725 | $27.2M | 4.94% | +18,891+31.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 79,564 | $27.1M | 8.91% | −3,734−4.5% | Reduced |
| Brandes Investment Partners, LP | 79,510 | $27.1M | 0.55% | +4,287+5.7% | Added |
| Baskin Financial Services Inc. | 79,330 | $27.1M | 2.60% | +1,226+1.6% | Added |
| Jones Financial Companies LLLP | 79,323 | $27.0M | 0.04% | −652−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 79,186 | $27.0M | 2.52% | −743−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 78,932 | $26.9M | 0.53% | −17,423−18.1% | Reduced |
| Braun Stacey Associates Inc | 78,734 | $26.8M | 1.25% | −80,934−50.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 78,530 | $26.8M | 6.65% | −7,539−8.8% | Reduced |
| D'Orazio & Associates, Inc. | 78,469 | $26.8M | 6.24% | −2,792−3.4% | Reduced |
| Nations Financial Group Inc, | 78,067 | $26.6M | 2.61% | +3,027+4.0% | Added |
| CQS (US), LLC | 78,003 | $26.6M | 3.20% | +78,003 | New |
| Metropolitan Life Insurance Co | 77,716 | $26.5M | 1.29% | −2,872−3.6% | Reduced |
| Lincoln National Corp | 77,611 | $26.5M | 0.52% | −2,279−2.9% | Reduced |
| Sprucegrove Investment Management Ltd | 77,164 | $26.3M | 1.37% | −15,276−16.5% | Reduced |
| Red Door Wealth Management, LLC | 77,116 | $26.3M | 5.84% | +51,967+206.6% | Added |
| Menlo Advisors LLC | 76,953 | $26.2M | 16.53% | −1,305−1.7% | Reduced |
| LGT Group Foundation | 76,864 | $26.2M | 0.63% | −382−0.5% | Reduced |
| Professional Advisory Services Inc | 76,858 | $26.2M | 3.98% | −2,876−3.6% | Reduced |
| Assetmark, Inc | 76,726 | $26.2M | 0.10% | +916+1.2% | Added |
| First Citizens Bank & Trust Co | 76,012 | $25.9M | 0.48% | +13,437+21.5% | Added |
| Magellan Asset Management Ltd | 75,979 | $25.9M | 0.23% | 00.0% | Unchanged |
| HRT Financial LP | 75,647 | $25.8M | 0.24% | +75,647 | New |
| Advisor Partners II, LLC | 75,496 | $25.7M | 1.21% | +235+0.3% | Added |
| Freestone Capital Holdings, LLC | 75,461 | $25.7M | 1.04% | +3,357+4.7% | Added |
| Live Oak Private Wealth LLC | 75,114 | $25.6M | 5.10% | +200+0.3% | Added |
| Sawtooth Solutions, LLC | 74,893 | $25.5M | 0.70% | −9,317−11.1% | Reduced |
| Shell Asset Management Co | 74,582 | $25.4M | 1.00% | −2,666−3.5% | Reduced |
| United Community Bank | 74,543 | $25.4M | 22.31% | −1,579−2.1% | Reduced |
| Hoylecohen, LLC | 74,427 | $25.4M | 2.24% | −145−0.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 74,290 | $25.3M | 6.08% | −982−1.3% | Reduced |
| Kiltearn Partners LLP | 73,920 | $25.2M | 1.84% | −2,300−3.0% | Reduced |
| Achmea Investment Management B.V. | 73,900 | $25.2M | 0.53% | +22,120+42.7% | Added |
| Bard Financial Services, Inc. | 73,835 | $25.2M | 1.94% | −1,000−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 73,477 | $25.1M | 0.40% | −1,955−2.6% | Reduced |
| Pecaut & Co. | 72,838 | $24.8M | 10.48% | −837−1.1% | Reduced |
| Steginsky Capital LLC | 72,758 | $24.8M | 7.75% | −4,325−5.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 72,543 | $24.7M | 1.03% | −37,751−34.2% | Reduced |
| Parallel Advisors, LLC | 72,074 | $24.6M | 0.79% | +521+0.7% | Added |
| Country Club Bank | 72,676 | $24.5M | 1.95% | −1,664−2.2% | Reduced |
| Overbrook Management Corp | 71,023 | $24.2M | 5.75% | −1,829−2.5% | Reduced |
| Solitude Financial Services | 70,776 | $24.1M | 13.68% | +377+0.5% | Added |
| Wharton Business Group, LLC | 70,690 | $24.1M | 1.59% | −215−0.3% | Reduced |
| LMCG Investments, LLC | 70,547 | $24.1M | 1.56% | −736−1.0% | Reduced |
| Rbo & Co LLC | 70,375 | $24.0M | 4.08% | −1,118−1.6% | Reduced |
| Kanawha Capital Management LLC | 69,760 | $23.8M | 2.19% | +78+0.1% | Added |
| Albion Financial Group | 69,365 | $23.7M | 2.07% | −406−0.6% | Reduced |
| Sierra Capital LLC | 69,101 | $23.6M | 3.73% | −8,400−10.8% | Reduced |
| Mill Capital Management, LLC | 69,061 | $23.5M | 2.21% | −98−0.1% | Reduced |
| Aspiriant, LLC | 68,918 | $23.5M | 1.19% | −824−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 68,343 | $23.3M | 0.15% | +7,236+11.8% | Added |
| Massmutual Trust Co FSB | 68,392 | $23.3M | 0.84% | +464+0.7% | Added |
| Becker Capital Management Inc | 68,031 | $23.2M | 0.88% | +5,572+8.9% | Added |
| Pinnacle Financial Partners Inc | 67,903 | $23.2M | 0.58% | +9,532+16.3% | Added |
| Front Street Capital Management, Inc. | 67,695 | $23.1M | 4.88% | −33,765−33.3% | Reduced |
| Vontobel Holding Ltd. | 67,581 | $23.0M | 0.20% | −14,189−17.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 66,938 | $22.8M | 2.19% | −80−0.1% | Reduced |
| Merit Financial Group, LLC | 66,489 | $22.7M | 0.74% | −101−0.2% | Reduced |
| CWA Asset Management Group, LLC | 65,926 | $22.5M | 1.55% | +54+0.1% | Added |
| Fairholme Capital Management LLC | 65,920 | $22.5M | 1.71% | +6,355+10.7% | Added |
| WSFS Capital Management, LLC | 65,766 | $22.4M | 2.11% | −145−0.2% | Reduced |
| Signaturefd, LLC | 65,335 | $22.3M | 0.57% | +1,372+2.1% | Added |
| Sowell Financial Services LLC | 65,172 | $22.2M | 1.24% | +6,063+10.3% | Added |