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
- 3,641
- +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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 732 | $249.6K | 0.18% | +732 | New |
| Worth Financial Advisory Group, LLC | 720 | $252.2K | 0.23% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 724 | $253.6K | 0.08% | −660−47.7% | Reduced |
| Planning Directions Inc | 724 | $254.0K | 0.19% | +28+4.0% | Added |
| Integral Investment Advisors, Inc. | 726 | $254.3K | 0.18% | +726 | New |
| Harrell Investment Partners, LLC | 731 | $254.4K | 0.09% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 728 | $255.0K | 0.04% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 728 | $255.0K | 0.09% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 728 | $255.0K | 0.07% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 728 | $255.4K | 0.06% | −1,096−60.1% | Reduced |
| Clough Capital Partners L P | 730 | $255.7K | 0.03% | −260−26.3% | Reduced |
| Toth Financial Advisory Corp | 731 | $256.1K | 0.04% | −5−0.7% | Reduced |
| Phillips Wealth Planners LLC | 758 | $256.7K | 0.35% | −3−0.4% | Reduced |
| Rather & Kittrell, Inc. | 737 | $258.3K | 0.10% | −10−1.3% | Reduced |
| Asio Capital, LLC | 738 | $258.5K | 0.07% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 739 | $258.9K | 0.15% | −22−2.9% | Reduced |
| Morling Financial Advisors, LLC | 741 | $259.6K | 0.26% | −57−7.1% | Reduced |
| Adams Asset Advisors, LLC | 744 | $260.6K | 0.03% | 00.0% | Unchanged |
| ETF Store, Inc. | 765 | $260.8K | 0.19% | +3+0.4% | Added |
| Family Asset Management, LLC | 749 | $262.4K | 0.19% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 750 | $262.7K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $262.7K | 0.09% | 00.0% | Unchanged |
| Single Point Partners, LLC | 754 | $264.0K | 0.07% | +754 | New |
| Retirement Planning Co of New England, Inc. | 754 | $264.2K | 0.15% | −446−37.2% | Reduced |
| Trilogy Capital Inc. | 757 | $265.2K | 0.02% | +131+20.9% | Added |
| Orion Capital Management LLC | 758 | $265.5K | 0.17% | −160−17.4% | Reduced |
| Columbia Advisory Partners LLC | 758 | $265.5K | 0.29% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 758 | $265.5K | 0.05% | +758 | New |
| Semus Wealth Partners LLC | 759 | $265.9K | 0.25% | −100−11.6% | Reduced |
| PFS Partners, LLC | 759 | $265.9K | 0.23% | −20−2.6% | Reduced |
| RBA Wealth Management, LLC | 761 | $266.6K | 0.13% | 00.0% | Unchanged |
| Barings LLC | 762 | $266.9K | 0.01% | −14−1.8% | Reduced |
| Advance Capital Management, Inc. | 765 | $268.0K | 0.02% | +90+13.3% | Added |
| Bond & Devick Financial Network, Inc. | 766 | $268.3K | 0.17% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 770 | $269.7K | 0.18% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 774 | $271.1K | 0.18% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 776 | $271.7K | 0.16% | −31−3.8% | Reduced |
| Symmetry Investments LP | 776 | $271.8K | 0.08% | +776 | New |
| Perkins Coie Trust Co | 780 | $273.2K | 0.08% | +42+5.7% | Added |
| McCollum Christoferson Group LLC | 780 | $273.2K | 0.08% | −420−35.0% | Reduced |
| Peterson Wealth Advisors, LLC | 785 | $275.0K | 0.07% | +14+1.8% | Added |
| Kozak & Associates, Inc. | 795 | $275.3K | 0.10% | +10+1.3% | Added |
| Conservest Capital Advisors, Inc. | 787 | $275.7K | 0.03% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 788 | $276.0K | 0.23% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 790 | $276.7K | 0.19% | +790 | New |
| Masso Torrence Wealth Management Inc. | 791 | $277.1K | 0.21% | +16+2.1% | Added |
| Echo45 Advisors LLC | 794 | $278.1K | 0.24% | −17−2.1% | Reduced |
| Warwick Investment Management, Inc. | 795 | $278.4K | 0.10% | 00.0% | Unchanged |
| Monument Capital Management | 796 | $278.8K | 0.09% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 796 | $278.8K | 0.24% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 796 | $278.8K | 0.24% | +10+1.3% | Added |
| Axiom Advisory, LLC | 796 | $278.8K | 0.25% | +50+6.7% | Added |
| Wealthcare Capital Management LLC | 797 | $279.2K | 0.03% | +62+8.4% | Added |
| Wealth Management Associates, Inc. | 798 | $279.5K | 0.16% | +50+6.7% | Added |
| Grand Wealth Management, LLC | 799 | $279.8K | 0.17% | +52+7.0% | Added |
| Maltin Wealth Management, Inc. | 799 | $279.9K | 0.20% | −13−1.6% | Reduced |
| AlphaMark Advisors, LLC | 800 | $280.0K | 0.12% | +100+14.3% | Added |
| Icapital Wealth LLC | 801 | $280.6K | 0.20% | −3,950−83.1% | Reduced |
| West Wealth Group, LLC | 805 | $282.0K | 0.12% | −92−10.3% | Reduced |
| Whitford Management LLC | 806 | $282.3K | 0.37% | −294−26.7% | Reduced |
| Clear Investment Research, LLC | 807 | $282.7K | 0.49% | +25+3.2% | Added |
| Jacobson & Schmitt Advisors, LLC | 808 | $283.0K | 0.08% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 809 | $283.4K | 0.33% | −588−42.1% | Reduced |
| Friedenthal Financial | 810 | $283.7K | 0.19% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 810 | $283.7K | 0.20% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 810 | $283.7K | 0.34% | +215+36.1% | Added |
| Pachira Investments Inc. | 812 | $284.4K | 0.32% | +86+11.8% | Added |
| Ruggaard & Associates LLC | 813 | $284.8K | 0.17% | −7−0.9% | Reduced |
| Howard Wealth Management, LLC | 818 | $286.5K | 0.26% | −155−15.9% | Reduced |
| FSA Wealth Management LLC | 818 | $286.5K | 0.16% | +64+8.5% | Added |
| Starfox Financial Services, LLC | 815 | $286.7K | 0.31% | +55+7.2% | Added |
| Provident Investment Management, Inc. | 820 | $287.2K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 824 | $288.0K | 0.04% | −2,811−77.3% | Reduced |
| Rempart Asset Management Inc. | 824 | $288.6K | 0.06% | −1,000−54.8% | Reduced |
| CM Wealth Advisors LLC | 817 | $289.4K | 0.11% | −958−54.0% | Reduced |
| Community Bank, N.A. | 827 | $289.7K | 0.04% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 827 | $289.7K | 0.03% | −101−10.9% | Reduced |
| Windsor Capital Management, LLC | 833 | $291.8K | 0.10% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 834 | $292.1K | 0.28% | −65−7.2% | Reduced |
| Arvest Trust Co N A | 834 | $292.1K | 0.02% | +2+0.2% | Added |
| North Ridge Wealth Advisors, Inc. | 835 | $292.5K | 0.28% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 837 | $293.0K | 0.03% | +40+5.0% | Added |
| Exeter Financial, LLC | 830 | $293.1K | 0.15% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 838 | $293.6K | 0.19% | +82+10.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 840 | $294.3K | 0.27% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 850 | $297.8K | 0.02% | −650−43.3% | Reduced |
| Alethea Capital Management, LLC | 850 | $297.8K | 0.37% | −250−22.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 852 | $298.5K | 0.12% | −30−3.4% | Reduced |
| Kaizen Financial Strategies | 853 | $298.8K | 0.25% | −17−2.0% | Reduced |
| W Advisors, LLC | 856 | $299.9K | 0.25% | +856 | New |
| Fortitude Advisory Group L.L.C. | 858 | $300.6K | 0.20% | −5−0.6% | Reduced |
| Earnest Partners LLC | 859 | $300.9K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 860 | $301.3K | 0.19% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 862 | $302.0K | 0.10% | −84−8.9% | Reduced |
| Boyd Wealth Management, LLC | 863 | $302.3K | 0.20% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 864 | $302.7K | 0.11% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 864 | $302.7K | 0.28% | +27+3.2% | Added |
| Miramar Capital, LLC | 867 | $303.7K | 0.08% | −180−17.2% | Reduced |
| St. Johns Investment Management Company, LLC | 868 | $304.1K | 0.17% | 00.0% | Unchanged |
| Sym Financial Corp | 872 | $305.5K | 0.05% | +872 | New |