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; 4,928 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
- 3,640
- +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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Butensky & Cohen Financial Security, Inc | 587 | $205.6K | 0.07% | +587 | New |
| Oxinas Partners Wealth Management LLC | 589 | $206.3K | 0.15% | 00.0% | Unchanged |
| Auour Investments LLC | 603 | $208.4K | 0.09% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 600 | $210.2K | 0.14% | −2−0.3% | Reduced |
| Notis-McConarty Edward | 600 | $210.2K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 600 | $210.2K | 0.06% | +600 | New |
| MinichMacGregor Wealth Management, LLC | 601 | $210.5K | 0.07% | +8+1.3% | Added |
| Boothbay Fund Management, LLC | 602 | $210.9K | 0.01% | +602 | New |
| PSI Advisors, LLC | 602 | $210.9K | 0.09% | +20+3.4% | Added |
| Kaydan Wealth Management, Inc. | 603 | $211.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 605 | $211.9K | 0.12% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 605 | $211.9K | 0.14% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $212.0K | 0.13% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 606 | $212.3K | 0.13% | +2+0.3% | Added |
| Reliant Investment Management, LLC | 607 | $213.2K | 0.12% | +607 | New |
| Afg Fiduciary Services Limited Partnership | 618 | $213.3K | 0.19% | 00.0% | Unchanged |
| Pacific Wealth Management | 612 | $214.4K | 0.14% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 614 | $215.1K | 0.40% | −460−42.8% | Reduced |
| Impact Partnership Wealth, LLC | 614 | $215.1K | 0.07% | +168+37.7% | Added |
| Berkshire Bank | 615 | $215.4K | 0.06% | −30−4.7% | Reduced |
| Founders Capital Management | 615 | $215.4K | 0.16% | +615 | New |
| Insight Financial Services | 616 | $215.8K | 0.40% | +69+12.6% | Added |
| S.E.E.D. Planning Group LLC | 619 | $216.8K | 0.08% | −46−6.9% | Reduced |
| Shira Ridge Wealth Management | 619 | $216.8K | 0.14% | +619 | New |
| GW&K Investment Management, LLC | 620 | $217.0K | 0.00% | +24+4.0% | Added |
| Bank Ozk | 621 | $217.5K | 0.12% | −45−6.8% | Reduced |
| Invictus Private Wealth, LLC | 621 | $217.5K | 0.02% | 00.0% | Unchanged |
| Ceera Investments, LLC | 622 | $217.9K | 0.12% | 00.0% | Unchanged |
| Avondale Wealth Management | 625 | $218.9K | 0.19% | −150−19.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 625 | $218.9K | 0.30% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 624 | $219.0K | 0.12% | +624 | New |
| Investors Research Corp | 626 | $219.3K | 0.06% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 627 | $219.6K | 0.13% | 00.0% | Unchanged |
| Gainplan LLC | 632 | $221.4K | 0.31% | +632 | New |
| Reston Wealth Management LLC | 634 | $222.1K | 0.11% | +634 | New |
| Cohen Lawrence B | 635 | $222.4K | 0.15% | −29−4.4% | Reduced |
| Northeast Financial Group, Inc. | 638 | $223.5K | 0.14% | +638 | New |
| Talbot Financial, LLC | 640 | $224.2K | 0.04% | −20−3.0% | Reduced |
| Financial Freedom, LLC | 640 | $224.2K | 0.16% | 00.0% | Unchanged |
| BCM Advisors, LLC | 650 | $225.1K | 0.07% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 644 | $225.6K | 0.16% | 00.0% | Unchanged |
| Capital International Inc | 646 | $226.3K | 0.00% | 00.0% | Unchanged |
| Dentgroup LLC | 650 | $227.7K | 0.17% | +5+0.8% | Added |
| First Washington CORP | 650 | $227.7K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 655 | $229.0K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 654 | $229.1K | 0.18% | −20−3.0% | Reduced |
| Hill Island Financial LLC | 656 | $229.8K | 0.09% | 00.0% | Unchanged |
| NatWest Group plc | 657 | $230.1K | 0.12% | −170−20.6% | Reduced |
| McCarthy Asset Management, Inc. | 658 | $230.5K | 0.17% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 659 | $230.8K | 0.12% | 00.0% | Unchanged |
| Bollard Group LLC | 660 | $231.0K | 0.01% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 663 | $232.0K | 0.00% | +663 | New |
| Clifford Group, LLC | 666 | $233.3K | 0.25% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 667 | $233.7K | 0.35% | +39+6.2% | Added |
| Cahill Wealth Management, LLC | 667 | $233.7K | 0.18% | 00.0% | Unchanged |
| Drake & Associates, LLC | 668 | $234.0K | 0.11% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 669 | $234.4K | 0.26% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 669 | $234.4K | 0.19% | +669 | New |
| Bay Rivers Group | 670 | $234.7K | 0.18% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 670 | $234.7K | 0.09% | +9+1.4% | Added |
| Rainsberger Wealth Advisors, Inc. | 671 | $235.1K | 0.14% | −100−13.0% | Reduced |
| Santori & Peters | 672 | $235.4K | 0.13% | −58−7.9% | Reduced |
| Arcadia Investment Management Corp | 673 | $235.8K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 673 | $236.0K | 0.07% | −1−0.1% | Reduced |
| Enterprise Bank & Trust Co | 674 | $236.1K | 0.10% | +20+3.1% | Added |
| Silicon Valley Community Foundation | 675 | $236.5K | 0.03% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 677 | $237.0K | 0.21% | −214−24.0% | Reduced |
| Sturgeon Ventures LLP | 679 | $237.9K | 0.31% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 679 | $237.9K | 0.11% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 680 | $238.2K | 0.15% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 680 | $238.3K | 0.02% | −36−5.0% | Reduced |
| Argent Advisors, Inc. | 681 | $238.6K | 0.11% | −30−4.2% | Reduced |
| Regal Wealth Group, Inc. | 681 | $238.6K | 0.16% | +84+14.1% | Added |
| Peninsula Asset Management Inc | 682 | $238.9K | 0.15% | 00.0% | Unchanged |
| Schwab Charitable Fund | 683 | $239.3K | 0.01% | −139−16.9% | Reduced |
| Strategic Equity Management | 685 | $240.0K | 0.09% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 690 | $241.7K | 0.18% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 691 | $242.1K | 0.02% | +520+304.1% | Added |
| Fortis Advisors, LLC | 692 | $242.4K | 0.18% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 693 | $242.8K | 0.13% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 694 | $243.1K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 695 | $243.5K | 0.17% | −100−12.6% | Reduced |
| New England Professional Planning Group Inc. | 695 | $243.5K | 0.15% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 697 | $244.2K | 0.07% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $245.0K | 0.12% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 700 | $245.2K | 0.14% | +700 | New |
| Eastover Investment Advisors LLC | 701 | $245.6K | 0.15% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 701 | $245.6K | 0.16% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 702 | $245.9K | 0.12% | +1+0.1% | Added |
| Morton Brown Family Wealth, LLC | 703 | $246.3K | 0.13% | 00.0% | Unchanged |
| Central Bank & Trust Co | 704 | $246.6K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 704 | $246.6K | 0.15% | −290−29.2% | Reduced |
| Horizon Bancorp Inc | 706 | $247.0K | 0.16% | −25−3.4% | Reduced |
| Refined Wealth Management | 706 | $247.3K | 0.22% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 706 | $247.3K | 0.05% | +706 | New |
| Scarborough Advisors, LLC | 708 | $248.0K | 0.06% | −35−4.7% | Reduced |
| O'Brien Wealth Partners LLC | 708 | $248.0K | 0.07% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 710 | $248.7K | 0.31% | −22−3.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 710 | $248.7K | 0.17% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 711 | $249.1K | 0.11% | +48+7.2% | Added |