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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 65,137 | $22.2M | 1.05% | −426−0.6% | Reduced |
| Pathstone Family Office, LLC | 65,309 | $22.2M | 0.32% | +14,244+27.9% | Added |
| Gabelli Funds LLC | 64,750 | $22.1M | 0.17% | 00.0% | Unchanged |
| M&R Capital Management Inc | 64,716 | $22.0M | 5.75% | −319−0.5% | Reduced |
| Shufro Rose & Co LLC | 64,609 | $22.0M | 2.02% | −1,482−2.2% | Reduced |
| Security National Bank | 64,551 | $22.0M | 5.61% | −232−0.4% | Reduced |
| NWF Advisory Services Inc. | 64,388 | $22.0M | 5.09% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 64,207 | $21.9M | 0.43% | +64,207 | New |
| Torray LLC | 64,106 | $21.9M | 3.78% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 64,048 | $21.8M | 7.38% | −984−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 64,016 | $21.8M | 1.64% | −94−0.1% | Reduced |
| Bleakley Financial Group, LLC | 63,995 | $21.8M | 0.68% | +2,027+3.3% | Added |
| Roberts Glore & Co Inc | 63,901 | $21.8M | 6.97% | −591−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 63,886 | $21.8M | 0.51% | +762+1.2% | Added |
| Guggenheim Capital LLC | 63,707 | $21.7M | 0.17% | +9,398+17.3% | Added |
| Boston Family Office LLC | 63,335 | $21.6M | 1.66% | −1,743−2.7% | Reduced |
| Van Den Berg Management I, Inc | 63,215 | $21.6M | 7.75% | −3,048−4.6% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 63,051 | $21.5M | 3.65% | +5,561+9.7% | Added |
| Amica Mutual Insurance Co | 62,876 | $21.4M | 2.42% | −10,291−14.1% | Reduced |
| Baker Ellis Asset Management LLC | 62,799 | $21.4M | 3.64% | +117+0.2% | Added |
| Callahan Advisors, LLC | 62,559 | $21.3M | 2.59% | +928+1.5% | Added |
| Ci Investments Inc. | 61,488 | $21.0M | 0.11% | −26,843−30.4% | Reduced |
| Cabot Wealth Management Inc | 61,416 | $20.9M | 3.13% | −50.0% | Reduced |
| Zuckerman Investment Group, LLC | 61,190 | $20.9M | 2.99% | −376−0.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 61,131 | $20.8M | 2.45% | −2,094−3.3% | Reduced |
| Rothschild Investment Corp | 61,078 | $20.8M | 1.73% | +215+0.4% | Added |
| Sittner & Nelson, LLC | 61,069 | $20.8M | 11.44% | −675−1.1% | Reduced |
| Hendley & Co Inc | 60,938 | $20.8M | 8.61% | −246−0.4% | Reduced |
| Apollon Wealth Management, LLC | 60,609 | $20.7M | 1.00% | +14,945+32.7% | Added |
| Man Group plc | 60,423 | $20.6M | 0.06% | – | – |
| Westchester Capital Management, Inc. | 60,225 | $20.5M | 5.72% | −748−1.2% | Reduced |
| Dakota Wealth Management | 60,116 | $20.5M | 0.97% | +14,885+32.9% | Added |
| Hi-Line Capital Management, LLC | 60,073 | $20.5M | 7.61% | −17,011−22.1% | Reduced |
| OTA Financial Group L.P. | 60,000 | $20.5M | 14.29% | +60,000 | New |
| Arkfeld Wealth Strategies, L.L.C. | 59,182 | $20.4M | 14.83% | +1,356+2.3% | Added |
| Stratos Wealth Partners, LTD. | 59,819 | $20.4M | 0.46% | +4,671+8.5% | Added |
| Meridian Wealth Management, LLC | 59,816 | $20.4M | 1.72% | +2,877+5.1% | Added |
| Choate Investment Advisors | 59,496 | $20.3M | 0.85% | +1,327+2.3% | Added |
| Quantinno Capital Management LP | 59,254 | $20.2M | 1.15% | +5,196+9.6% | Added |
| Gateway Advisory, LLC | 59,169 | $20.2M | 4.27% | +346+0.6% | Added |
| Carret Asset Management, LLC | 59,144 | $20.2M | 2.67% | +125+0.2% | Added |
| Fiduciary Group LLC | 58,914 | $20.1M | 2.47% | +215+0.4% | Added |
| Nwam LLC | 58,834 | $20.1M | 1.65% | +9,126+18.4% | Added |
| Burney Co | 58,433 | $19.9M | 0.91% | −7,210−11.0% | Reduced |
| Eagle Capital Management LLC | 58,378 | $19.9M | 0.09% | +1,623+2.9% | Added |
| Norinchukin Bank, The | 58,303 | $19.9M | 0.33% | −27,745−32.2% | Reduced |
| WoodTrust Financial Corp | 58,161 | $19.8M | 3.67% | −137−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 57,952 | $19.8M | 1.84% | −143−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 57,863 | $19.7M | 1.94% | +5,395+10.3% | Added |
| Beese Fulmer Investment Management, Inc. | 57,700 | $19.7M | 2.13% | −129−0.2% | Reduced |
| Elkhorn Partners Limited Partnership | 57,490 | $19.6M | 12.52% | −590−1.0% | Reduced |
| ProVise Management Group, LLC | 57,351 | $19.6M | 1.77% | +5,582+10.8% | Added |
| Georgetown University | 57,192 | $19.5M | 6.84% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 57,004 | $19.4M | 0.66% | +11,655+25.7% | Added |
| Pacific Global Investment Management CO | 56,727 | $19.3M | 4.00% | −183−0.3% | Reduced |
| Absher Wealth Management, LLC | 56,510 | $19.3M | 3.19% | −1,547−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 56,487 | $19.3M | 0.33% | +6,874+13.9% | Added |
| Knights of Columbus Asset Advisors LLC | 56,484 | $19.3M | 1.73% | +477+0.9% | Added |
| Unconventional Investor, LLC | 56,430 | $19.2M | 17.48% | +844+1.5% | Added |
| RSM US Wealth Management LLC | 56,359 | $19.2M | 0.66% | −1,107−1.9% | Reduced |
| Sandy Spring Bank | 56,324 | $19.2M | 1.02% | +971+1.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,252 | $19.2M | 0.50% | −383−0.7% | Reduced |
| Account Management LLC | 56,223 | $19.2M | 25.70% | −3,500−5.9% | Reduced |
| Pioneer Trust Bank N A | 56,210 | $19.2M | 5.53% | −820−1.4% | Reduced |
| Brown Shipley& Co Ltd | 56,143 | $19.1M | 7.84% | +56,143 | New |
| Perigon Wealth Management, LLC | 55,876 | $19.1M | 0.75% | +18,782+50.6% | Added |
| Ruffer LLP | 55,856 | $19.0M | 1.12% | −16,035−22.3% | Reduced |
| Jefferies Financial Group Inc. | 55,784 | $19.0M | 0.41% | +48,700+687.5% | Added |
| Gillespie Robinson & Grimm Inc | 55,670 | $19.0M | 1.76% | +10,493+23.2% | Added |
| Greenwood Gearhart Inc | 55,479 | $18.9M | 2.20% | −10,120−15.4% | Reduced |
| Snowden Capital Advisors LLC | 55,116 | $18.8M | 0.67% | +4,242+8.3% | Added |
| GHP Investment Advisors, Inc. | 52,337 | $18.8M | 1.10% | +1,452+2.9% | Added |
| Satovsky Asset Management LLC | 54,602 | $18.6M | 6.29% | −879−1.6% | Reduced |
| Wade G W & Inc | 54,515 | $18.6M | 0.68% | +7,957+17.1% | Added |
| Novare Capital Management LLC | 54,256 | $18.5M | 1.99% | −304−0.6% | Reduced |
| Chilton Investment Co LLC | 54,061 | $18.4M | 0.54% | +1,355+2.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 53,842 | $18.4M | 3.74% | −325−0.6% | Reduced |
| Madison Wealth Management | 53,520 | $18.3M | 3.69% | +93+0.2% | Added |
| Mirador Capital Partners LP | 53,264 | $18.2M | 4.31% | −133−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 223,210 | $18.1M | 2.52% | +170,787+325.8% | Added |
| Osher Van de Voorde Investment Management | 53,129 | $18.1M | 4.66% | −593−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 53,039 | $18.1M | 1.56% | −170−0.3% | Reduced |
| WP Advisors, LLC | 52,376 | $17.9M | 7.15% | +93+0.2% | Added |
| Hunter Perkins Capital Management, LLC | 91,661 | $17.9M | 3.81% | +52,318+133.0% | Added |
| Clearstead Advisors, LLC | 52,270 | $17.8M | 1.08% | +10,430+24.9% | Added |
| Community Trust & Investment Co | 52,219 | $17.8M | 1.43% | −304−0.6% | Reduced |
| Ridgewood Investments LLC | 51,949 | $17.7M | 10.07% | −333−0.6% | Reduced |
| Sculati Wealth Management, LLC | 51,927 | $17.7M | 8.91% | −93−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 51,866 | $17.7M | 2.76% | −527−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 51,712 | $17.6M | 1.13% | +2,691+5.5% | Added |
| Lazard Freres Gestion S.A.S. | 51,974 | $17.6M | 0.54% | +2,401+4.8% | Added |
| Henshaw Capital LLC | 51,650 | $17.6M | 1.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 51,608 | $17.6M | 3.37% | +31,246+153.5% | Added |
| Motley Fool Asset Management LLC | 51,602 | $17.6M | 1.57% | +3,282+6.8% | Added |
| Gyroscope Capital Management Group, LLC | 51,461 | $17.5M | 4.05% | +2,500+5.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 51,317 | $17.5M | 0.58% | −1,074−2.0% | Reduced |
| Belpointe Asset Management LLC | 51,297 | $17.5M | 1.85% | −86,769−62.8% | Reduced |
| Mendota Financial Group, LLC | 51,263 | $17.5M | 19.74% | −3,146−5.8% | Reduced |
| Focus Financial Network, Inc. | 51,101 | $17.4M | 0.97% | +3,801+8.0% | Added |
| Empirical Finance, LLC | 51,003 | $17.4M | 1.35% | −125−0.2% | Reduced |