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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 3,641 | $1.28M | 0.26% | +400+12.3% | Added |
| One Day In July LLC | 3,647 | $1.28M | 0.23% | +873+31.5% | Added |
| Trigran Investments, Inc. | 3,650 | $1.28M | 0.14% | 00.0% | Unchanged |
| Clean Yield Group | 3,670 | $1.28M | 0.57% | −112−3.0% | Reduced |
| Amplius Wealth Advisors, LLC | 3,651 | $1.28M | 0.17% | −57−1.5% | Reduced |
| MainStreet Investment Advisors LLC | 3,655 | $1.28M | 0.15% | +511+16.3% | Added |
| Cladis Investment Advisory, LLC | 3,658 | $1.28M | 1.12% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 3,661 | $1.28M | 0.59% | +402+12.3% | Added |
| Fernwood Investment Management, LLC | 3,689 | $1.28M | 0.46% | 00.0% | Unchanged |
| Family CFO Inc | 3,665 | $1.28M | 0.92% | +26+0.7% | Added |
| Guardian Capital Advisors LP | 3,691 | $1.29M | 0.14% | +204+5.9% | Added |
| MKT Advisors LLC | 3,696 | $1.29M | 0.98% | +47+1.3% | Added |
| Sequent Asset Management, LLC | 3,673 | $1.29M | 1.41% | +29+0.8% | Added |
| Silverlake Wealth Management LLC | 3,680 | $1.29M | 0.72% | +153+4.3% | Added |
| Advisors Management Group Inc | 3,682 | $1.29M | 0.39% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,683 | $1.29M | 1.17% | −138−3.6% | Reduced |
| Tfo-TDC, LLC | 3,784 | $1.29M | 0.27% | +1,928+103.9% | Added |
| WT Wealth Management | 3,693 | $1.29M | 0.55% | +3,693 | New |
| SFE Investment Counsel | 3,699 | $1.30M | 0.38% | +56+1.5% | Added |
| Community Capital Management, Inc. | 3,700 | $1.30M | 2.06% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,701 | $1.30M | 0.80% | +245+7.1% | Added |
| Column Capital Advisors, LLC | 742,948 | $1.30M | 0.19% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,706 | $1.30M | 0.16% | +319+9.4% | Added |
| Horizon Wealth Management, LLC | 3,710 | $1.30M | 0.52% | −150−3.9% | Reduced |
| WR Wealth Planners, LLC | 3,714 | $1.30M | 0.50% | +355+10.6% | Added |
| First Community Trust NA | 3,720 | $1.30M | 1.49% | 00.0% | Unchanged |
| TSFG, LLC | 3,726 | $1.30M | 0.47% | +145+4.0% | Added |
| Key Financial Inc | 3,731 | $1.31M | 0.44% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,733 | $1.31M | 0.37% | +250+7.2% | Added |
| Advisor OS, LLC | 3,736 | $1.31M | 0.20% | +380+11.3% | Added |
| Deseret Mutual Benefit Administrators | 3,745 | $1.31M | 0.64% | −415−10.0% | Reduced |
| Osterweis Capital Management Inc | 3,746 | $1.31M | 0.10% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,746 | $1.31M | 0.92% | +45+1.2% | Added |
| MPS Loria Financial Planners, LLC | 3,757 | $1.32M | 0.52% | −377−9.1% | Reduced |
| Sax Wealth Advisors, LLC | 3,766 | $1.32M | 0.26% | +85+2.3% | Added |
| Lokken Investment Group LLC | 3,773 | $1.32M | 0.87% | +228+6.4% | Added |
| Synergy Financial Management, LLC | 3,777 | $1.32M | 0.26% | −25,393−87.1% | Reduced |
| Heartland Bank & Trust Co | 3,783 | $1.33M | 1.05% | +39+1.0% | Added |
| Advisory Resource Group | 3,794 | $1.33M | 0.36% | −119−3.0% | Reduced |
| Old North State Trust, LLC | 3,803 | $1.33M | 1.04% | +816+27.3% | Added |
| Optimum Investment Advisors | 3,805 | $1.33M | 0.68% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,808 | $1.33M | 0.39% | +150+4.1% | Added |
| Gibraltar Capital Management, Inc. | 3,809 | $1.33M | 0.59% | +6+0.2% | Added |
| Amarillo National Bank | 3,814 | $1.34M | 0.28% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,829 | $1.34M | 0.37% | −20−0.5% | Reduced |
| Consolidated Portfolio Review Corp | 3,829 | $1.34M | 0.33% | +110+3.0% | Added |
| JMG Financial Group, Ltd. | 3,830 | $1.34M | 0.06% | −41−1.1% | Reduced |
| Coastwise Capital Group, LLC | 3,831 | $1.34M | 1.54% | +250+7.0% | Added |
| Sigma Investment Counselors Inc | 3,833 | $1.34M | 0.10% | +26+0.7% | Added |
| Easterly Investment Partners LLC | 3,833 | $1.34M | 0.15% | −33,354−89.7% | Reduced |
| Rational Advisors LLC | 3,838 | $1.34M | 0.12% | −1,247−24.5% | Reduced |
| MV Capital Management, Inc. | 3,840 | $1.35M | 0.18% | +49+1.3% | Added |
| Capital Financial Planning, LLC | 3,845 | $1.35M | 0.54% | +40+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 3,846 | $1.35M | 0.83% | −40−1.0% | Reduced |
| Front Row Advisors LLC | 3,847 | $1.35M | 0.62% | −2−0.1% | Reduced |
| Bensler, LLC | 3,853 | $1.35M | 0.26% | −15−0.4% | Reduced |
| PBMares Wealth Management LLC | 3,856 | $1.35M | 0.49% | +6+0.2% | Added |
| Hemington Wealth Management | 3,866 | $1.35M | 0.64% | −85−2.2% | Reduced |
| First Financial Bank - Trust Division | 3,868 | $1.35M | 0.15% | +14+0.4% | Added |
| 9258 Wealth Management, LLC | 3,870 | $1.36M | 0.26% | +108+2.9% | Added |
| Johnson Midwest Financial, LLC | 3,873 | $1.36M | 3.03% | +20+0.5% | Added |
| Spouting Rock Asset Management, LLC | 3,875 | $1.36M | 0.43% | −291−7.0% | Reduced |
| Avion Wealth | 3,881 | $1.36M | 0.39% | +26+0.7% | Added |
| GM Advisory Group, Inc. | 3,880 | $1.36M | 0.11% | +488+14.4% | Added |
| Aristides Capital LLC | 3,884 | $1.36M | 0.91% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,892 | $1.36M | 0.69% | −304−7.2% | Reduced |
| Fiducient Advisors LLC | 3,893 | $1.36M | 0.08% | +2,290+142.9% | Added |
| Capstone Financial Advisors, Inc. | 3,899 | $1.37M | 0.11% | −95−2.4% | Reduced |
| Strategic Financial Services, Inc, | 3,903 | $1.37M | 0.11% | −396−9.2% | Reduced |
| Aletheian Wealth Advisors LLC | 3,911 | $1.37M | 1.05% | −514−11.6% | Reduced |
| HF Advisory Group, LLC | 3,830 | $1.37M | 1.02% | +1,209+46.1% | Added |
| Atwood & Palmer Inc | 3,927 | $1.38M | 0.12% | −145−3.6% | Reduced |
| Brown Financial Advisory | 3,927 | $1.38M | 1.22% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,930 | $1.38M | 0.87% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,934 | $1.38M | 0.34% | +24+0.6% | Added |
| Engrave Wealth Partners LLC | 3,935 | $1.38M | 0.42% | +7+0.2% | Added |
| Trust Co of Toledo NA | 3,935 | $1.38M | 0.27% | +65+1.7% | Added |
| Tacita Capital Inc | 3,938 | $1.38M | 1.08% | +870+28.4% | Added |
| Fortis Capital Management LLC | 3,953 | $1.38M | 0.43% | +325+9.0% | Added |
| Mountain Pacific Investment Advisers Inc | 3,957 | $1.39M | 0.10% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 3,962 | $1.39M | 0.88% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 3,962 | $1.39M | 1.08% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 3,965 | $1.39M | 0.61% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,966 | $1.39M | 1.88% | −100−2.5% | Reduced |
| Centurion Wealth Management LLC | 3,968 | $1.39M | 0.68% | +70+1.8% | Added |
| Spirit of America Management Corp | 3,970 | $1.39M | 0.31% | +100+2.6% | Added |
| Aspen Grove Capital, LLC | 3,982 | $1.39M | 0.52% | −895−18.4% | Reduced |
| Penbrook Management LLC | 3,987 | $1.40M | 1.02% | 00.0% | Unchanged |
| Resources Management Corp | 4,000 | $1.40M | 0.23% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4,003 | $1.40M | 0.17% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,008 | $1.40M | 0.36% | +54+1.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,013 | $1.41M | 0.16% | −10−0.2% | Reduced |
| Terra Nova Asset Management LLC | 4,127 | $1.41M | 1.28% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,022 | $1.41M | 0.86% | −20−0.5% | Reduced |
| Fortress Wealth Group, LLC | 4,124 | $1.41M | 0.94% | +118+2.9% | Added |
| Paragon Private Wealth Management, LLC | 4,048 | $1.42M | 1.17% | +40+1.0% | Added |
| Paul Damon & Associates, Inc. | 4,051 | $1.42M | 0.94% | −184−4.3% | Reduced |
| Hemenway Trust Co LLC | 4,072 | $1.43M | 0.15% | −130−3.1% | Reduced |
| Financial Network Wealth Management LLC | 4,101 | $1.43M | 0.70% | 00.0% | Unchanged |
| Parkside Advisors LLC | 4,076 | $1.43M | 0.44% | +269+7.1% | Added |