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, 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 2,467 | $864.2K | 0.44% | −170−6.4% | Reduced |
| Woodward Diversified Capital, LLC | 2,472 | $865.9K | 0.62% | +77+3.2% | Added |
| Elk River Wealth Management, LLC | 2,478 | $868.2K | 0.19% | −204−7.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,482 | $869.4K | 0.84% | +98+4.1% | Added |
| Rollins Financial | 2,486 | $870.8K | 0.21% | +82+3.4% | Added |
| Mascoma Wealth Management LLC | 2,487 | $871.2K | 0.27% | +144+6.1% | Added |
| KG&L Capital Management,LLC | 2,487 | $871.2K | 0.42% | +22+0.9% | Added |
| Round Hill Asset Management | 2,490 | $872.2K | 0.57% | −125−4.8% | Reduced |
| Wayfinding Financial, LLC | 2,514 | $875.0K | 0.66% | +17+0.7% | Added |
| BlackDiamond Wealth Management Inc. | 2,594 | $875.2K | 0.79% | +37+1.4% | Added |
| Dantai Capital Ltd | 2,500 | $875.8K | 1.88% | +2,500 | New |
| Trellis Advisors, LLC | 2,501 | $876.1K | 0.40% | +2+0.1% | Added |
| Arkansas Financial Group, Inc. | 2,504 | $877.2K | 0.18% | −137−5.2% | Reduced |
| Garrison Point Advisors, LLC | 2,506 | $877.9K | 0.68% | −15−0.6% | Reduced |
| Revisor Wealth Management LLC | 2,510 | $879.3K | 0.75% | −426−14.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,510 | $879.3K | 0.35% | +311+14.1% | Added |
| Veracity Capital LLC | 2,513 | $880.3K | 0.41% | +175+7.5% | Added |
| Missouri Trust & Investment Co | 2,516 | $881.4K | 0.40% | −2−0.1% | Reduced |
| Marshall Financial Group LLC | 2,523 | $883.8K | 0.32% | −12−0.5% | Reduced |
| McAdam, LLC | 2,528 | $885.7K | 0.07% | +307+13.8% | Added |
| Obsidian Personal Planning Solutions LLC | 2,534 | $887.5K | 0.76% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,542 | $890.5K | 0.22% | −148−5.5% | Reduced |
| Investmark Advisory Group LLC | 2,546 | $891.9K | 0.60% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 2,550 | $893.3K | 0.71% | −40−1.5% | Reduced |
| Prosperitas Financial LLC | 2,551 | $893.6K | 0.69% | +2,551 | New |
| Marsico Capital Management LLC | 2,556 | $895.4K | 0.04% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 2,558 | $896.1K | 0.67% | +95+3.9% | Added |
| Consolidated Planning Corp | 2,569 | $899.9K | 0.20% | −39−1.5% | Reduced |
| New Jersey Better Educational Savings Trust | 2,571 | $900.6K | 2.21% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,574 | $901.7K | 0.18% | −12−0.5% | Reduced |
| Legacy Bridge, LLC | 2,578 | $903.1K | 0.64% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,580 | $903.8K | 0.73% | −70−2.6% | Reduced |
| Sheets Smith Wealth Management | 2,583 | $904.8K | 0.14% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,584 | $905.0K | 0.23% | +34+1.3% | Added |
| Per Stirling Capital Management, LLC. | 2,584 | $905.3K | 0.19% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,585 | $905.5K | 0.21% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,589 | $906.9K | 0.20% | +262+11.3% | Added |
| Jacobsen Capital Management | 2,592 | $908.0K | 0.49% | +117+4.7% | Added |
| Aprio Wealth Management, LLC | 2,595 | $909.0K | 0.25% | +301+13.1% | Added |
| WESPAC Advisors SoCal, LLC | 2,596 | $909.4K | 0.31% | +300+13.1% | Added |
| Denver Wealth Management, Inc. | 2,602 | $911.5K | 0.59% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,603 | $911.8K | 0.67% | −414−13.7% | Reduced |
| Eastern Bank | 2,604 | $912.2K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,605 | $912.5K | 0.91% | +70+2.8% | Added |
| Wealthquest Corp | 2,613 | $915.3K | 0.11% | +18+0.7% | Added |
| Clarkston Capital Partners, LLC | 2,613 | $915.3K | 0.02% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 2,618 | $917.0K | 0.62% | +494+23.3% | Added |
| Redmont Wealth Advisors LLC | 2,619 | $917.4K | 1.61% | +103+4.1% | Added |
| River Street Advisors LLC | 2,621 | $918.1K | 0.87% | +200+8.3% | Added |
| Consilium Wealth Advisory, LLC | 2,622 | $918.5K | 0.64% | +417+18.9% | Added |
| ShoreHaven Wealth Partners, LLC | 2,623 | $918.8K | 0.63% | −190−6.8% | Reduced |
| Imprint Wealth LLC | 2,624 | $919.2K | 0.78% | +15+0.6% | Added |
| Warner Financial, Inc | 2,630 | $921.0K | 0.61% | −71−2.6% | Reduced |
| Iron Financial, LLC | 2,642 | $925.5K | 0.54% | +481+22.3% | Added |
| Marquette Asset Management, LLC | 2,644 | $926.2K | 0.22% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,648 | $927.6K | 0.34% | −48−1.8% | Reduced |
| Financial Perspectives, Inc | 2,648 | $927.6K | 0.42% | 00.0% | Unchanged |
| Westwood Management Corp | 2,650 | $928.0K | 0.13% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,665 | $928.9K | 0.38% | −10.0% | Reduced |
| Fortune 45 LLC | 2,661 | $932.1K | 0.93% | +1,205+82.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,775 | $934.9K | 0.44% | 00.0% | Unchanged |
| Triad Investment Management | 2,673 | $936.4K | 1.37% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,682 | $939.5K | 0.26% | −6−0.2% | Reduced |
| Burton Enright Welch | 2,684 | $940.2K | 0.29% | −197−6.8% | Reduced |
| One Wealth Advisors, LLC | 2,689 | $942.0K | 0.21% | +8+0.3% | Added |
| Columbia Trust Co 01012016 | 2,690 | $942.3K | 0.55% | +204+8.2% | Added |
| Financial Management Professionals, Inc. | 2,692 | $943.0K | 0.17% | +19+0.7% | Added |
| BluePath Capital Management, LLC | 2,703 | $946.9K | 0.87% | +2,703 | New |
| Onyx Bridge Wealth Group LLC | 2,704 | $947.2K | 0.22% | +341+14.4% | Added |
| Oakwell Private Wealth Management, LLC | 2,707 | $948.3K | 0.40% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,711 | $949.7K | 0.38% | 00.0% | Unchanged |
| Family Firm, Inc. | 42,175 | $950.0K | 0.27% | +5,635+15.4% | Added |
| Matrix Asset Advisors Inc | 2,714 | $950.7K | 0.14% | +30+1.1% | Added |
| Chapman Investment Management, LLC | 2,717 | $951.8K | 0.81% | −393−12.6% | Reduced |
| Asset Management Resources, LLC | 2,726 | $954.9K | 0.59% | +2,726 | New |
| Americana Partners, LLC | 2,811 | $955.3K | 0.10% | +1,275+83.0% | Added |
| Cairn Investment Group, Inc. | 2,728 | $956.0K | 0.63% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 2,731 | $956.7K | 0.82% | −65−2.3% | Reduced |
| Ssi Investment Management LLC | 2,738 | $959.1K | 0.08% | −25−0.9% | Reduced |
| Rodgers Brothers Inc. | 2,738 | $959.1K | 0.16% | +609+28.6% | Added |
| First Bank & Trust | 2,748 | $962.6K | 0.25% | +47+1.7% | Added |
| Ellevest, Inc. | 2,753 | $964.4K | 0.07% | −42−1.5% | Reduced |
| Strid Group, LLC | 2,765 | $968.6K | 0.20% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 2,765 | $968.6K | 0.41% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,766 | $968.9K | 0.43% | +120+4.5% | Added |
| Fulcrum Capital LLC | 2,770 | $970.3K | 0.28% | 00.0% | Unchanged |
| First County Bank | 2,773 | $971.4K | 0.51% | +209+8.2% | Added |
| Affinity Capital Advisors, LLC | 2,774 | $971.7K | 0.27% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,777 | $972.8K | 0.53% | −265−8.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,780 | $974.0K | 0.95% | −165−5.6% | Reduced |
| KLCM Advisors, Inc. | 2,793 | $978.4K | 0.18% | −200−6.7% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,796 | $979.4K | 0.35% | −70−2.4% | Reduced |
| First Pacific Financial | 2,797 | $979.8K | 0.44% | +263+10.4% | Added |
| Rice Hall James & Associates, LLC | 2,800 | $980.8K | 0.06% | −150−5.1% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,818 | $980.9K | 0.79% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,803 | $981.9K | 0.13% | −8−0.3% | Reduced |
| First National Bank | 2,804 | $982.2K | 0.86% | −20−0.7% | Reduced |
| Syverson Strege & Co | 2,805 | $982.6K | 0.44% | +229+8.9% | Added |
| Charter Research & Investment Group, Inc. | 2,809 | $984.0K | 0.89% | −120−4.1% | Reduced |
| Allied Investment Advisors, LLC | 2,820 | $987.8K | 0.30% | 00.0% | Unchanged |