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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 4,083 | $1.43M | 0.63% | −106−2.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,088 | $1.43M | 0.69% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,095 | $1.43M | 0.37% | +45+1.1% | Added |
| Financial Enhancement Group LLC | 4,162 | $1.44M | 0.28% | +41+1.0% | Added |
| JB Capital LLC | 4,124 | $1.44M | 0.12% | +164+4.1% | Added |
| Centric Wealth Management | 4,132 | $1.45M | 0.60% | +6+0.1% | Added |
| Buffington Mohr McNeal | 4,134 | $1.45M | 0.33% | +14+0.3% | Added |
| Hamilton Capital, LLC | 4,134 | $1.45M | 0.11% | −230−5.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,150 | $1.45M | 0.84% | −150−3.5% | Reduced |
| Duff & Phelps Investment Management Co | 4,161 | $1.46M | 0.02% | +54+1.3% | Added |
| Northstar Asset Management Inc | 4,164 | $1.46M | 0.47% | −111−2.6% | Reduced |
| Cim Investment Mangement Inc | 4,173 | $1.46M | 0.54% | +1,850+79.6% | Added |
| Pin Oak Investment Advisors Inc | 4,173 | $1.46M | 1.65% | +103+2.5% | Added |
| CFO4Life Group, LLC | 4,178 | $1.46M | 0.34% | +7+0.2% | Added |
| Mitchell Sinkler & Starr | 4,187 | $1.47M | 0.45% | +121+3.0% | Added |
| Somerville Kurt F | 4,199 | $1.47M | 0.30% | −520−11.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,201 | $1.47M | 1.08% | 00.0% | Unchanged |
| Archer Investment Corp | 4,202 | $1.47M | 0.52% | +28+0.7% | Added |
| InTrack Investment Management Inc | 4,206 | $1.47M | 1.30% | −2,026−32.5% | Reduced |
| Verum Partners LLC | 4,222 | $1.48M | 0.66% | +2,164+105.2% | Added |
| Claro Advisors LLC | 4,239 | $1.48M | 0.37% | +345+8.9% | Added |
| Gilder Gagnon Howe & Co LLC | 4,240 | $1.49M | 0.02% | −71−1.6% | Reduced |
| Powell Investment Advisors, LLC | 4,248 | $1.49M | 0.89% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,250 | $1.49M | 1.11% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 4,252 | $1.49M | 1.34% | +346+8.9% | Added |
| Tanager Wealth Management LLP | 4,258 | $1.49M | 0.31% | +199+4.9% | Added |
| Private Ocean, LLC | 4,261 | $1.49M | 0.19% | −38−0.9% | Reduced |
| Financial Management Network Inc | 4,345 | $1.49M | 0.49% | −77−1.7% | Reduced |
| Courier Capital LLC | 4,274 | $1.50M | 0.12% | −125−2.8% | Reduced |
| Grey Street Capital, LLC | 4,275 | $1.50M | 0.86% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,275 | $1.50M | 0.13% | +98+2.3% | Added |
| Prentice Wealth Management LLC | 4,276 | $1.50M | 0.68% | +5+0.1% | Added |
| GW Henssler & Associates Ltd | 4,285 | $1.50M | 0.10% | −5−0.1% | Reduced |
| Plimoth Trust Co LLC | 4,296 | $1.50M | 0.47% | −238−5.2% | Reduced |
| CoreCap Advisors, LLC | 4,312 | $1.51M | 0.11% | −122−2.8% | Reduced |
| Byrne Asset Management LLC | 4,313 | $1.51M | 1.25% | +57+1.3% | Added |
| Bridgewealth Advisory Group, LLC | 4,320 | $1.51M | 1.86% | +148+3.5% | Added |
| TTP Investments, Inc. | 4,336 | $1.52M | 1.00% | +313+7.8% | Added |
| Gill Capital Partners, LLC | 4,339 | $1.52M | 0.67% | −4−0.1% | Reduced |
| Armbruster Capital Management, Inc. | 4,348 | $1.52M | 0.38% | −12−0.3% | Reduced |
| My Purposeful Wealth Corp. | 4,354 | $1.53M | 1.22% | +211+5.1% | Added |
| Alliance Wealth Advisors, LLC | 4,362 | $1.53M | 1.11% | +10+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,372 | $1.53M | 0.71% | −629−12.6% | Reduced |
| Atomi Financial Group, Inc. | 4,375 | $1.53M | 0.51% | +350+8.7% | Added |
| James J. Burns & Company, LLC | 4,373 | $1.53M | 0.41% | −24−0.5% | Reduced |
| BSW Wealth Partners | 4,378 | $1.53M | 0.34% | −84−1.9% | Reduced |
| Black Diamond Financial, LLC | 4,379 | $1.53M | 0.47% | +100+2.3% | Added |
| ICA Group Wealth Management, LLC | 4,388 | $1.53M | 0.43% | +121+2.8% | Added |
| Hunter Associates Investment Management LLC | 4,381 | $1.54M | 0.31% | +282+6.9% | Added |
| Fort Pitt Capital Group, LLC | 4,385 | $1.54M | 0.06% | +87+2.0% | Added |
| Occidental Asset Management, LLC | 4,407 | $1.54M | 0.36% | +200+4.8% | Added |
| Waypoint Capital Advisors, LLC | 4,418 | $1.55M | 0.52% | −38−0.9% | Reduced |
| Seven Post Investment Office LP | 4,447 | $1.56M | 0.44% | +38+0.9% | Added |
| Allstate Corp | 4,455 | $1.56M | 0.09% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,455 | $1.56M | 0.48% | +392+9.6% | Added |
| Altus Wealth Group LLC | 4,459 | $1.56M | 0.99% | −200−4.3% | Reduced |
| Concord Wealth Partners | 4,461 | $1.56M | 0.33% | −103−2.3% | Reduced |
| Bridgeworth, LLC | 4,485 | $1.57M | 0.17% | +255+6.0% | Added |
| First National Advisers, LLC | 4,489 | $1.57M | 0.70% | +2,419+116.9% | Added |
| Keebeck Wealth Management, LLC | 4,491 | $1.57M | 0.27% | +50+1.1% | Added |
| LGL Partners, LLC | 4,500 | $1.58M | 0.28% | 00.0% | Unchanged |
| Legacy Trust | 4,505 | $1.58M | 0.46% | +24+0.5% | Added |
| Schwartz Investment Counsel Inc | 4,515 | $1.58M | 0.07% | −1,000−18.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,521 | $1.58M | 0.48% | −18−0.4% | Reduced |
| Gemmer Asset Management LLC | 4,525 | $1.59M | 0.21% | +202+4.7% | Added |
| Aspire Capital Advisors LLC | 4,528 | $1.59M | 0.72% | +71+1.6% | Added |
| Bluesphere Advisors, LLC | 4,529 | $1.59M | 1.14% | −55−1.2% | Reduced |
| Edgewood Management LLC | 4,532 | $1.59M | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,538 | $1.59M | 0.53% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 4,540 | $1.59M | 0.27% | −132−2.8% | Reduced |
| Insight 2811, Inc. | 4,545 | $1.59M | 0.90% | +56+1.2% | Added |
| Prosperity Planning, Inc. | 4,546 | $1.59M | 0.67% | +63+1.4% | Added |
| KilterHowling LLC | 4,547 | $1.59M | 1.40% | +82+1.8% | Added |
| United Bank | 4,552 | $1.59M | 0.95% | −105−2.3% | Reduced |
| Firethorn Wealth Partners, LLC | 4,552 | $1.59M | 1.22% | +27+0.6% | Added |
| Sand Hill Global Advisors, LLC | 4,566 | $1.60M | 0.09% | +43+1.0% | Added |
| Headlands Technologies LLC | 4,567 | $1.60M | 0.79% | −1,256−21.6% | Reduced |
| Hall Capital Management Co Inc | 4,569 | $1.60M | 1.03% | −1,509−24.8% | Reduced |
| First National Bank of Hutchinson | 4,572 | $1.60M | 1.21% | −514−10.1% | Reduced |
| Stonebridge Capital Advisors LLC | 4,576 | $1.60M | 0.18% | −210−4.4% | Reduced |
| Hoertkorn Richard Charles | 4,577 | $1.60M | 0.80% | −10−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,584 | $1.61M | 0.77% | +920+25.1% | Added |
| Insight Inv LLC | 4,751 | $1.61M | 1.78% | −20−0.4% | Reduced |
| LVM Capital Management Ltd | 4,594 | $1.61M | 0.23% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 4,600 | $1.61M | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 4,639 | $1.63M | 0.72% | −50−1.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,650 | $1.63M | 0.69% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 4,650 | $1.63M | 0.23% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,660 | $1.63M | 0.52% | +1,085+30.3% | Added |
| RDA Financial Network | 4,664 | $1.63M | 0.71% | +61+1.3% | Added |
| FSB Premier Wealth Management, Inc. | 4,672 | $1.64M | 0.91% | +409+9.6% | Added |
| Droms Strauss Advisors Inc | 4,672 | $1.64M | 0.70% | −48−1.0% | Reduced |
| McBroom & Associates, LLC | 4,689 | $1.64M | 1.31% | +201+4.5% | Added |
| Parcion Private Wealth LLC | 4,695 | $1.64M | 0.17% | +336+7.7% | Added |
| Bell Bank | 4,701 | $1.65M | 0.18% | −7−0.1% | Reduced |
| Kidder Stephen W | 4,702 | $1.65M | 0.57% | −83−1.7% | Reduced |
| Wealth Effects LLC | 4,722 | $1.65M | 0.82% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,750 | $1.66M | 0.22% | +1,299+37.6% | Added |
| Aries Wealth Management | 4,810 | $1.67M | 0.65% | +55+1.2% | Added |
| Galvin, Gaustad & Stein, LLC | 4,759 | $1.67M | 0.17% | −177−3.6% | Reduced |