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 |
|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 3,203 | $1.12M | 0.30% | −7,607−70.4% | Reduced |
| Corrado Advisors, LLC | 3,209 | $1.12M | 0.77% | +3,209 | New |
| Signature Wealth Management Partners, LLC | 3,214 | $1.13M | 1.10% | +470+17.1% | Added |
| Castle Rock Wealth Management, LLC | 3,245 | $1.13M | 0.38% | +3,245 | New |
| Investment Advisory Group, LLC | 3,223 | $1.13M | 0.59% | +254+8.6% | Added |
| Keating Investment Counselors Inc | 3,223 | $1.13M | 0.38% | +914+39.6% | Added |
| tru Independence LLC | 3,224 | $1.13M | 0.39% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,226 | $1.13M | 0.31% | +275+9.3% | Added |
| Curi Capital | 3,228 | $1.13M | 0.17% | −851−20.9% | Reduced |
| Etfidea, LLC | 3,233 | $1.13M | 0.48% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,243 | $1.14M | 0.40% | −66−2.0% | Reduced |
| AllSquare Wealth Management LLC | 3,245 | $1.14M | 0.74% | −82−2.5% | Reduced |
| Davidson Trust Co | 3,247 | $1.14M | 0.84% | +147+4.7% | Added |
| Oak Harvest Investment Services | 3,251 | $1.14M | 0.24% | −218−6.3% | Reduced |
| BOS Asset Management, LLC | 3,257 | $1.14M | 0.84% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,269 | $1.15M | 0.91% | −2−0.1% | Reduced |
| Guerra Pan Advisors, LLC | 3,278 | $1.15M | 1.33% | +347+11.8% | Added |
| American Planning Services, Inc. | 3,281 | $1.15M | 0.76% | +10.0% | Added |
| Athena Investment Management | 3,282 | $1.15M | 0.82% | −38−1.1% | Reduced |
| Howard Capital Management Inc. | 3,285 | $1.15M | 0.16% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,286 | $1.15M | 0.29% | +1,996+154.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,290 | $1.15M | 0.01% | +204+6.6% | Added |
| Gibson Capital, LLC | 3,300 | $1.16M | 0.31% | +35+1.1% | Added |
| Wescott Financial Advisory Group, LLC | 3,302 | $1.16M | 0.21% | +4+0.1% | Added |
| Summit X, LLC | 3,308 | $1.16M | 0.37% | −5,049−60.4% | Reduced |
| Blue Chip Partners, Inc. | 3,313 | $1.16M | 0.14% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,315 | $1.16M | 0.77% | +7+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,316 | $1.16M | 0.47% | +2,127+178.9% | Added |
| Spinnaker Investment Group, LLC | 3,318 | $1.16M | 0.39% | +173+5.5% | Added |
| Grove Bank & Trust | 3,320 | $1.16M | 0.24% | +46+1.4% | Added |
| Vivaldi Capital Management, LLC | 3,322 | $1.16M | 0.38% | +140+4.4% | Added |
| DuPont Capital Management Corp | 3,327 | $1.17M | 0.10% | −126,224−97.4% | Reduced |
| South Street Advisors LLC | 3,327 | $1.17M | 0.23% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,330 | $1.17M | 0.02% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,338 | $1.17M | 0.60% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,377 | $1.17M | 0.14% | −100−2.9% | Reduced |
| Westpac Banking Corp | 3,344 | $1.17M | 0.09% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 3,358 | $1.18M | 0.32% | −26−0.8% | Reduced |
| New Republic Capital, LLC | 3,363 | $1.18M | 0.96% | +333+11.0% | Added |
| California First Leasing Corp | 3,364 | $1.18M | 0.68% | 00.0% | Unchanged |
| Perpetual Ltd | 3,369 | $1.18M | 0.01% | −6−0.2% | Reduced |
| White Lighthouse Investment Management Inc. | 3,370 | $1.18M | 0.29% | +175+5.5% | Added |
| Convergence Investment Partners, LLC | 3,370 | $1.18M | 0.70% | −750−18.2% | Reduced |
| Warther Private Wealth, LLC | 3,372 | $1.18M | 0.78% | −100−2.9% | Reduced |
| Yarger Wealth Strategies, LLC | 3,372 | $1.18M | 1.00% | +353+11.7% | Added |
| FirstPurpose Wealth LLC | 3,374 | $1.18M | 0.51% | +245+7.8% | Added |
| TMD Wealth Management, LLC | 3,384 | $1.19M | 0.34% | −115−3.3% | Reduced |
| Sweet Financial Partners, LLC | 3,385 | $1.19M | 0.31% | +100+3.0% | Added |
| Sageworth Trust Co | 3,394 | $1.19M | 0.09% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,396 | $1.19M | 0.98% | +4+0.1% | Added |
| Hall Laurie J Trustee | 3,398 | $1.19M | 0.51% | −456−11.8% | Reduced |
| AlphaStar Capital Management, LLC | 3,401 | $1.19M | 0.15% | −110−3.1% | Reduced |
| Farmers National Bank | 3,407 | $1.19M | 0.41% | −20−0.6% | Reduced |
| Barden Capital Management, Inc. | 3,427 | $1.20M | 1.16% | +109+3.3% | Added |
| Clarus Group, Inc. | 3,424 | $1.20M | 0.87% | −28−0.8% | Reduced |
| Secure Asset Management, LLC | 3,428 | $1.20M | 0.36% | +1,275+59.2% | Added |
| Affiance Financial, LLC | 3,430 | $1.20M | 0.61% | +83+2.5% | Added |
| Red Wave Investments LLC | 3,432 | $1.20M | 0.51% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,435 | $1.20M | 0.18% | −40−1.2% | Reduced |
| Register Financial Advisors LLC | 3,435 | $1.20M | 0.88% | −97−2.7% | Reduced |
| LifeSteps Financial, Inc. | 3,439 | $1.20M | 1.23% | −19−0.5% | Reduced |
| Royal Harbor Partners, LLC | 3,441 | $1.21M | 0.63% | +244+7.6% | Added |
| Alpha Family Trust | 3,450 | $1.21M | 0.92% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 3,456 | $1.21M | 0.47% | +50+1.5% | Added |
| KFA Private Wealth Group, LLC | 3,457 | $1.21M | 0.50% | +65+1.9% | Added |
| Ethos Financial Group, LLC | 3,460 | $1.21M | 0.31% | +268+8.4% | Added |
| Bank of Nova Scotia Trust Co | 3,464 | $1.21M | 0.14% | +79+2.3% | Added |
| Scissortail Wealth Management, LLC | 3,619 | $1.22M | 0.96% | +168+4.9% | Added |
| Shelter Mutual Insurance Co | 3,474 | $1.22M | 0.34% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 3,474 | $1.22M | 0.91% | +593+20.6% | Added |
| TriaGen Wealth Management LLC | 3,477 | $1.22M | 0.62% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,480 | $1.22M | 0.42% | +650+23.0% | Added |
| Bruni J V & Co | 3,497 | $1.22M | 0.17% | −80−2.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,498 | $1.23M | 0.24% | +165+5.0% | Added |
| G&S Capital LLC | 3,504 | $1.23M | 0.63% | +32+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,510 | $1.23M | 0.16% | +431+14.0% | Added |
| Galibier Capital Management Ltd. | 3,513 | $1.23M | 0.27% | −1,060−23.2% | Reduced |
| Empire Financial Management Company, LLC | 3,514 | $1.23M | 0.54% | −258−6.8% | Reduced |
| Platte River Wealth Advisors, LLC | 3,522 | $1.23M | 0.45% | +69+2.0% | Added |
| BCK Partners, Inc. | 3,530 | $1.24M | 0.77% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,560 | $1.25M | 0.68% | −741−17.2% | Reduced |
| S.A. Mason LLC | 3,564 | $1.25M | 0.90% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,565 | $1.25M | 0.24% | +3,565 | New |
| Key Bridge Compliance, LLC | 3,565 | $1.25M | 0.39% | +3,565 | New |
| Journey Strategic Wealth LLC | 3,567 | $1.25M | 0.06% | −313−8.1% | Reduced |
| Virtue Capital Management, LLC | 3,661 | $1.25M | 0.21% | 00.0% | Unchanged |
| JT Stratford LLC | 3,570 | $1.25M | 0.32% | +88+2.5% | Added |
| Biondo Investment Advisors, LLC | 3,571 | $1.25M | 0.24% | −250−6.5% | Reduced |
| Watershed Private Wealth LLC | 3,579 | $1.25M | 0.77% | +46+1.3% | Added |
| Proffitt & Goodson Inc | 3,581 | $1.25M | 0.26% | −6−0.2% | Reduced |
| Essential Planning, LLC. | 3,586 | $1.26M | 0.70% | −21−0.6% | Reduced |
| Sharkey, Howes & Javer | 3,588 | $1.26M | 0.24% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,599 | $1.26M | 0.51% | +11+0.3% | Added |
| Denali Advisors LLC | 3,600 | $1.26M | 0.44% | +100+2.9% | Added |
| Kathmere Capital Management, LLC | 3,613 | $1.27M | 0.19% | +47+1.3% | Added |
| UMA Financial Services, Inc. | 3,671 | $1.27M | 0.33% | +10+0.3% | Added |
| Reuter James Wealth Management, LLC | 3,625 | $1.27M | 0.95% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,627 | $1.27M | 0.87% | −49−1.3% | Reduced |
| Bard Associates Inc | 3,635 | $1.27M | 0.53% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,640 | $1.28M | 1.49% | +10.0% | Added |