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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 2,820 | $987.8K | 0.22% | +2,820 | New |
| Institutional & Family Asset Management, LLC | 2,831 | $991.7K | 0.16% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,868 | $994.8K | 0.60% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,846 | $997.0K | 0.08% | −133−4.5% | Reduced |
| Pasadena Private Wealth, LLC | 2,849 | $998.0K | 0.30% | +8+0.3% | Added |
| Copperwynd Financial, LLC | 2,850 | $998.4K | 0.47% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,964 | $998.4K | 0.23% | +66+2.3% | Added |
| Cornerstone National Bank & Trust Co | 2,851 | $998.7K | 0.61% | −77−2.6% | Reduced |
| Oliver Luxxe Assets LLC | 2,853 | $999.4K | 0.26% | +98+3.6% | Added |
| Sunesis Advisors, LLC | 2,859 | $1.00M | 0.71% | +2,859 | New |
| F/M Investments LLC | 2,929 | $1.00M | 0.75% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,867 | $1.00M | 0.63% | −100−3.4% | Reduced |
| Sawgrass Asset Management LLC | 2,872 | $1.01M | 0.12% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 2,873 | $1.01M | 0.41% | +10+0.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,878 | $1.01M | 0.93% | −129−4.3% | Reduced |
| Triune Financial Partners, LLC | 2,883 | $1.01M | 0.42% | +925+47.2% | Added |
| Pacific Sage Partners, LLC | 2,891 | $1.01M | 0.30% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,892 | $1.01M | 0.02% | +235+8.8% | Added |
| Cypress Financial Planning LLC | 2,895 | $1.01M | 0.59% | −250−7.9% | Reduced |
| Renaissance Group LLC | 2,843 | $1.02M | 0.05% | −37−1.3% | Reduced |
| Boltwood Capital Management | 2,899 | $1.02M | 0.38% | −60−2.0% | Reduced |
| Garrett Investment Advisors LLC | 2,900 | $1.02M | 0.14% | +59+2.1% | Added |
| Ergawealth Advisors, Inc. | 2,901 | $1.02M | 0.70% | +89+3.2% | Added |
| Marco Investment Management LLC | 2,904 | $1.02M | 0.12% | +188+6.9% | Added |
| Objective Capital Management, LLC | 2,907 | $1.02M | 0.90% | +26+0.9% | Added |
| Cantor Fitzgerald, L. P. | 2,913 | $1.02M | 0.03% | −60−2.0% | Reduced |
| Security Financial Services, INC. | 2,915 | $1.02M | 0.29% | +8+0.3% | Added |
| Patron Partners Advisors, LLC | 2,921 | $1.02M | 0.75% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,923 | $1.02M | 0.11% | +10+0.3% | Added |
| Essex LLC | 2,925 | $1.02M | 0.29% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,929 | $1.03M | 0.88% | +8+0.3% | Added |
| IAM Advisory, LLC | 2,930 | $1.03M | 0.36% | +10+0.3% | Added |
| Michael B. Yongue | 2,937 | $1.03M | 1.00% | −295−9.1% | Reduced |
| DeDora Capital, Inc. | 2,938 | $1.03M | 0.41% | 00.0% | Unchanged |
| Diversified, LLC | 2,943 | $1.03M | 0.27% | −32−1.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,944 | $1.03M | 0.52% | −140−4.5% | Reduced |
| Herold Advisors, Inc. | 2,944 | $1.03M | 0.31% | +8+0.3% | Added |
| Integrity Financial Corp | 2,946 | $1.03M | 0.78% | +57+2.0% | Added |
| Midwest Financial Group LLC | 2,948 | $1.03M | 0.87% | +206+7.5% | Added |
| Keeley-Teton Advisors, LLC | 2,950 | $1.03M | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,951 | $1.03M | 0.45% | −200−6.3% | Reduced |
| First Commonwealth Financial Corp | 2,955 | $1.04M | 0.35% | −14−0.5% | Reduced |
| Jessup Wealth Management, Inc | 2,955 | $1.04M | 0.60% | −377−11.3% | Reduced |
| Greatmark Investment Partners, Inc. | 2,957 | $1.04M | 0.18% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,964 | $1.04M | 0.38% | +49+1.7% | Added |
| Farley Capital L.P. | 2,966 | $1.04M | 1.12% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 2,966 | $1.04M | 0.35% | +2,966 | New |
| Rise Advisors, LLC | 2,968 | $1.04M | 0.82% | −13−0.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,971 | $1.04M | 0.40% | −413−12.2% | Reduced |
| Madison Wealth Partners, Inc | 2,981 | $1.04M | 0.53% | +122+4.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,982 | $1.04M | 0.56% | +86+3.0% | Added |
| Hofer & Associates. Inc | 2,985 | $1.05M | 1.07% | +10.0% | Added |
| Truadvice, LLC | 2,988 | $1.05M | 0.41% | +1,034+52.9% | Added |
| Paragon Capital Management LLC | 2,999 | $1.05M | 0.62% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,001 | $1.05M | 0.21% | +250+9.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,007 | $1.05M | 0.08% | −50−1.6% | Reduced |
| Argent Capital Management LLC | 3,009 | $1.05M | 0.04% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,029 | $1.06M | 0.19% | −51−1.7% | Reduced |
| Geller Advisors LLC | 3,025 | $1.06M | 0.12% | +30+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,030 | $1.06M | 0.10% | −9,206−75.2% | Reduced |
| Dover Advisors, LLC | 3,032 | $1.06M | 1.07% | +27+0.9% | Added |
| Indiana Trust & Investment Management CO | 3,039 | $1.06M | 0.54% | −50−1.6% | Reduced |
| Benchmark Wealth Management, LLC | 3,039 | $1.06M | 0.68% | −20−0.7% | Reduced |
| Doheny Asset Management | 3,040 | $1.06M | 1.03% | +90+3.1% | Added |
| Bryant Woods Investment Advisors, LLC | 3,042 | $1.07M | 0.78% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,043 | $1.07M | 0.56% | +170+5.9% | Added |
| HT Partners LLC | 3,045 | $1.07M | 0.32% | −93−3.0% | Reduced |
| Granite Harbor Advisors, Inc. | 3,045 | $1.07M | 0.86% | +117+4.0% | Added |
| Cynosure Management, LLC | 3,060 | $1.07M | 0.33% | −5,136−62.7% | Reduced |
| Norwood Financial Corp | 3,067 | $1.07M | 1.74% | −40−1.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,070 | $1.07M | 0.04% | +349+12.8% | Added |
| Capital Market Strategies LLC | 3,139 | $1.08M | 1.07% | +2+0.1% | Added |
| Horst & Graben Wealth Management LLC | 3,075 | $1.08M | 0.26% | 00.0% | Unchanged |
| First United Bank Trust | 3,079 | $1.08M | 0.50% | 00.0% | Unchanged |
| Biechele Royce Advisors | 3,079 | $1.08M | 0.40% | −147−4.6% | Reduced |
| Inscription Capital, LLC | 3,081 | $1.08M | 0.35% | +20+0.7% | Added |
| Sound Income Strategies, LLC | 3,088 | $1.08M | 0.09% | +78+2.6% | Added |
| Sutton Wealth Advisors Inc. | 3,091 | $1.08M | 0.53% | +113+3.8% | Added |
| Creative Financial Designs Inc | 3,096 | $1.08M | 0.13% | +267+9.4% | Added |
| Shepherd Financial Partners LLC | 3,098 | $1.09M | 0.17% | +631+25.6% | Added |
| Summit Financial Group Inc | 3,102 | $1.09M | 0.46% | 00.0% | Unchanged |
| MQS Management LLC | 3,105 | $1.09M | 0.66% | +3,105 | New |
| Westside Investment Management, Inc. | 3,112 | $1.09M | 0.31% | −30−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,115 | $1.09M | 0.58% | +3,115 | New |
| Sovereign Financial Group, Inc. | 3,116 | $1.09M | 0.39% | +20+0.6% | Added |
| Lumbard & Kellner, LLC | 3,120 | $1.09M | 0.73% | −413−11.7% | Reduced |
| Cascade Investment Group, Inc. | 3,124 | $1.09M | 1.03% | +10+0.3% | Added |
| Colorado Capital Management, Inc. | 3,128 | $1.09M | 0.83% | −93−2.9% | Reduced |
| Trillium Asset Management, LLC | 3,125 | $1.09M | 0.03% | +1,330+74.1% | Added |
| Hohimer Wealth Management, LLC | 3,143 | $1.10M | 0.31% | +48+1.6% | Added |
| Beaton Management Co. Inc. | 3,146 | $1.10M | 0.72% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,147 | $1.10M | 0.25% | −222−6.6% | Reduced |
| Harbour Capital Advisors, LLC | 3,155 | $1.11M | 0.33% | −300−8.7% | Reduced |
| Callan Capital, LLC | 3,175 | $1.11M | 0.12% | +1,122+54.7% | Added |
| Van Strum & Towne Inc. | 3,181 | $1.11M | 0.47% | −100−3.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,192 | $1.12M | 0.34% | +12+0.4% | Added |
| Wealthspan Partners, LLC | 3,192 | $1.12M | 0.88% | +11+0.3% | Added |
| Puzo Michael J | 3,195 | $1.12M | 0.38% | −470−12.8% | Reduced |
| Camden National Bank | 3,196 | $1.12M | 0.23% | −57−1.8% | Reduced |
| MBB Public Markets I LLC | 3,200 | $1.12M | 0.08% | 00.0% | Unchanged |