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, Q3 2023
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- 3,641
- +84 vs. Q2 2023
- Shares held
- 848.0M
- +6.75M (+0.8%) vs. Q2 2023
- Total value
- $296.6B
- +$10.0B (+3.5%) vs. Q2 2023
- New holders
- 164
- 1,478 more added
- Sold out
- 80
- 1,359 more reduced
40 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Group, Inc. | 2,146 | $751.7K | 0.42% | −105−4.7% | Reduced |
| CoreFirst Bank & Trust | 2,148 | $752.4K | 0.53% | −276−11.4% | Reduced |
| Oak Thistle LLC | 2,148 | $752.4K | 0.22% | +2,148 | New |
| Sunflower Bank, N.A. | 2,150 | $753.1K | 0.18% | −4−0.2% | Reduced |
| Schoolcraft Capital LLC | 2,151 | $753.5K | 0.21% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,153 | $754.2K | 0.51% | +130+6.4% | Added |
| Greystone Financial Group, LLC | 2,154 | $754.5K | 0.19% | −260−10.8% | Reduced |
| Accel Wealth Management | 2,161 | $757.0K | 0.42% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,164 | $758.0K | 0.07% | −52−2.3% | Reduced |
| Beacon Financial Advisory LLC | 2,164 | $758.2K | 0.42% | +2+0.1% | Added |
| Safeguard Financial, LLC | 2,170 | $760.2K | 0.37% | −33−1.5% | Reduced |
| Bigelow Investment Advisors, LLC | 2,174 | $761.6K | 0.44% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,178 | $763.0K | 0.22% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,188 | $766.5K | 0.16% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,189 | $766.8K | 0.13% | −46−2.1% | Reduced |
| Wellington Shields Capital Management, LLC | 2,190 | $767.2K | 0.10% | +80+3.8% | Added |
| Family Investment Center, Inc. | 2,192 | $767.9K | 0.46% | +92+4.4% | Added |
| TLWM | 2,196 | $769.3K | 0.20% | +50+2.3% | Added |
| Capital Advisors, Ltd. LLC | 2,197 | $770.0K | 0.12% | 00.0% | Unchanged |
| Toews Corp | 2,200 | $770.7K | 0.47% | +2,200 | New |
| Jentner Corp | 2,201 | $771.0K | 0.48% | +300+15.8% | Added |
| Shelton Wealth Management, LLC | 2,202 | $771.4K | 0.62% | −35−1.6% | Reduced |
| Annapolis Financial Services, LLC | 2,206 | $772.8K | 0.22% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,193 | $774.6K | 0.52% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,219 | $777.3K | 0.55% | +527+31.1% | Added |
| Syntax Research, Inc. | 2,224 | $779.1K | 0.63% | +2,224 | New |
| Almanack Investment Partners, LLC. | 2,224 | $779.2K | 0.15% | +170+8.3% | Added |
| WMG Financial Advisors, LLC | 2,226 | $779.8K | 0.66% | +20+0.9% | Added |
| Kensington Investment Counsel, LLC | 2,228 | $780.5K | 0.48% | +208+10.3% | Added |
| Aveo Capital Partners, LLC | 2,232 | $781.9K | 0.10% | +150+7.2% | Added |
| Austin Wealth Management, LLC | 2,156 | $781.9K | 0.24% | +2,156 | New |
| Five Oceans Advisors | 2,235 | $782.9K | 0.50% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,243 | $785.7K | 0.22% | +18+0.8% | Added |
| Hill Investment Group Partners, LLC | 2,245 | $786.4K | 0.13% | −10−0.4% | Reduced |
| Flynn Zito Capital Management, LLC | 2,250 | $788.1K | 0.55% | +378+20.2% | Added |
| American Assets Investment Management, LLC | 2,250 | $788.2K | 0.09% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,255 | $789.9K | 0.39% | −5−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 2,259 | $791.3K | 0.32% | +131+6.2% | Added |
| Navalign, LLC | 2,260 | $791.7K | 0.30% | +772+51.9% | Added |
| Atwater Malick LLC | 2,266 | $793.8K | 0.35% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,363 | $794.3K | 0.37% | −108−4.4% | Reduced |
| Gleason Group, Inc. | 2,269 | $794.8K | 0.21% | −111−4.7% | Reduced |
| Planned Solutions, Inc. | 2,269 | $794.8K | 0.48% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,272 | $795.9K | 0.14% | +221+10.8% | Added |
| Wealthstar Advisors, LLC | 2,272 | $795.9K | 0.35% | +1,240+120.2% | Added |
| Concentric Wealth Management, LLC | 2,274 | $796.6K | 0.26% | +54+2.4% | Added |
| Selway Asset Management | 2,285 | $800.4K | 0.37% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,286 | $800.8K | 0.73% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,290 | $802.2K | 0.37% | +140+6.5% | Added |
| Sage Investment Advisers LLC | 2,292 | $802.9K | 1.10% | +31+1.4% | Added |
| Element Wealth, LLC | 2,295 | $803.9K | 0.58% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,296 | $804.3K | 1.47% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 2,305 | $807.4K | 0.42% | +292+14.5% | Added |
| Ategra Capital Management, LLC | 2,310 | $809.2K | 0.44% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,312 | $809.9K | 0.18% | +21+0.9% | Added |
| Alera Investment Advisors, LLC | 2,314 | $810.7K | 0.13% | −14−0.6% | Reduced |
| RAM Investment Partners, LLC | 2,319 | $812.2K | 0.34% | −3−0.1% | Reduced |
| Country Trust Bank | 2,320 | $812.7K | 0.02% | +355+18.1% | Added |
| Smart Money Group LLC | 2,322 | $813.4K | 0.39% | +110+5.0% | Added |
| Next Level Private LLC | 2,337 | $813.5K | 0.54% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 2,324 | $814.0K | 0.09% | −62−2.6% | Reduced |
| Facet Wealth, Inc. | 2,385 | $814.1K | 0.04% | +782+48.8% | Added |
| StrongBox Wealth, LLC | 2,330 | $816.2K | 0.52% | +138+6.3% | Added |
| Radnor Capital Management, LLC | 2,331 | $817.0K | 0.16% | +2,331 | New |
| LWMG, LLC | 2,334 | $817.6K | 0.22% | +87+3.9% | Added |
| Sanders Morris Harris LLC | 2,336 | $818.3K | 0.17% | +550+30.8% | Added |
| Broadleaf Partners, LLC | 2,339 | $819.4K | 0.27% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,340 | $819.7K | 0.88% | −62−2.6% | Reduced |
| Congress Asset Management Co | 2,345 | $821.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,349 | $822.9K | 0.15% | +98+4.4% | Added |
| Long Run Wealth Advisors, LLC | 2,350 | $823.2K | 0.27% | −19−0.8% | Reduced |
| PAX Financial Group, LLC | 2,352 | $823.9K | 0.19% | +188+8.7% | Added |
| Oxbow Advisors, LLC | 2,353 | $824.3K | 0.13% | +788+50.4% | Added |
| Heck Capital Advisors, LLC | 2,357 | $825.7K | 0.15% | +85+3.7% | Added |
| Knightsbridge Asset Management, LLC | 2,343 | $826.0K | 0.26% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,366 | $828.9K | 0.11% | +3+0.1% | Added |
| Compass Advisory Group LLC | 2,369 | $829.8K | 0.44% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,372 | $830.9K | 0.24% | +1,021+75.6% | Added |
| Narus Financial Partners, LLC | 2,376 | $832.1K | 0.43% | −452−16.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,379 | $832.9K | 0.42% | −363−13.2% | Reduced |
| Sterling Financial Planning, Inc. | 2,383 | $834.8K | 0.43% | +3+0.1% | Added |
| Delos Wealth Advisors, LLC | 2,325 | $837.5K | 1.01% | +2,148+1,213.6% | Added |
| Catalyst Private Wealth, LLC | 2,393 | $838.3K | 0.50% | +152+6.8% | Added |
| Baker Boyer National Bank | 2,396 | $839.3K | 0.34% | +203+9.3% | Added |
| KLR Investment Advisors, LLC | 2,722 | $840.5K | 0.76% | −106−3.7% | Reduced |
| TCM Advisors, LLC | – | $840.7K | 0.75% | – | – |
| Riggs Asset Managment Co. Inc. | 2,409 | $843.9K | 0.30% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 2,423 | $848.8K | 1.34% | +538+28.5% | Added |
| Wealth Dimensions Group, Ltd. | 2,429 | $850.9K | 0.31% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,436 | $853.3K | 0.32% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,436 | $853.3K | 0.24% | +2,436 | New |
| Value Partners Investments Inc. | 2,426 | $853.7K | 0.07% | +331+15.8% | Added |
| Creative Capital Management Investments LLC | 2,438 | $854.0K | 0.59% | +1,298+113.9% | Added |
| Somerset Trust Co | 2,442 | $855.4K | 0.39% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,443 | $855.8K | 0.16% | +1,105+82.6% | Added |
| SC&H Financial Advisors, Inc. | 2,444 | $856.1K | 0.28% | +25+1.0% | Added |
| Round Rock Advisors, LLC | 2,448 | $857.5K | 0.33% | 00.0% | Unchanged |
| Concentrum Wealth Management | 2,455 | $860.0K | 0.52% | +185+8.1% | Added |
| BCS Wealth Management | 2,455 | $860.0K | 0.36% | +2,455 | New |
| McGlone Suttner Wealth Management, Inc. | 2,460 | $861.7K | 0.20% | −615−20.0% | Reduced |