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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 873 | $305.8K | 0.05% | −221−20.2% | Reduced |
| Paladin Advisory Group, LLC | 874 | $306.2K | 0.26% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 875 | $306.5K | 0.08% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 876 | $306.9K | 0.34% | +32+3.8% | Added |
| Connors Investor Services Inc | 880 | $308.0K | 0.04% | 00.0% | Unchanged |
| Allie Family Office LLC | 880 | $308.3K | 0.25% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 917 | $309.3K | 0.28% | +268+41.3% | Added |
| Sutton Place Investors LLC | 883 | $309.3K | 0.40% | +36+4.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 884 | $309.7K | 0.16% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 885 | $310.0K | 0.20% | +43+5.1% | Added |
| SWS Partners | 888 | $311.1K | 0.11% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 890 | $311.8K | 0.29% | +61+7.4% | Added |
| Synergy Financial Group, LTD | 894 | $313.2K | 0.44% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 895 | $313.5K | 0.23% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 895 | $313.5K | 0.52% | −10−1.1% | Reduced |
| Builder Investment Group Inc | 897 | $314.2K | 0.12% | −28−3.0% | Reduced |
| Investment Advisory Services Inc | 900 | $315.3K | 0.14% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $315.3K | 0.33% | 00.0% | Unchanged |
| CNB Bank | 900 | $315.3K | 0.19% | +181+25.2% | Added |
| CTC Alternative Strategies, Ltd. | 900 | $315.3K | 0.60% | +900 | New |
| Spartan Planning & Wealth Management | 900 | $315.3K | 0.37% | +900 | New |
| Davis-Rea Ltd. | 901 | $315.6K | 0.17% | 00.0% | Unchanged |
| West Branch Capital LLC | 905 | $317.0K | 0.17% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 888 | $317.1K | 0.56% | −300−25.3% | Reduced |
| Boston Common Asset Management, LLC | 911 | $319.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 913 | $319.8K | 0.15% | −3−0.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 913 | $319.8K | 0.16% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 914 | $320.0K | 0.06% | +61+7.2% | Added |
| Steward Financial Group LLC | 919 | $321.0K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 921 | $322.6K | 0.32% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 925 | $324.0K | 0.09% | −50−5.1% | Reduced |
| Bellevue Asset Management, LLC | 927 | $324.7K | 0.22% | −180−16.3% | Reduced |
| Redwood Investment Management, LLC | 927 | $325.0K | 0.03% | −768−45.3% | Reduced |
| Affinity Wealth Management LLC | 930 | $325.8K | 0.07% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 932 | $326.5K | 0.45% | −1−0.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 957 | $327.0K | 0.18% | +957 | New |
| WorthPointe, LLC | 935 | $327.5K | 0.20% | +279+42.5% | Added |
| Wealth Management Solutions, LLC | 936 | $327.9K | 0.22% | +936 | New |
| apricus wealth, LLC | 952 | $328.5K | 0.29% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 939 | $328.9K | 0.11% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 940 | $329.4K | 0.24% | +18+2.0% | Added |
| Divergent Planning, LLC | 954 | $329.6K | 0.18% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 943 | $330.3K | 0.22% | +60+6.8% | Added |
| QCM Cayman, Ltd. | 944 | $330.7K | 2.15% | +944 | New |
| Mandatum Life Insurance Co Ltd | 946 | $331.4K | 0.14% | 00.0% | Unchanged |
| Tamar Securities, LLC | 947 | $331.9K | 0.08% | +216+29.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 954 | $332.1K | 0.26% | +1+0.1% | Added |
| Chelsea Counsel Co | 949 | $332.4K | 0.17% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $332.8K | 0.23% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 950 | $332.8K | 0.08% | +36+3.9% | Added |
| Alternative Investment Advisors, LLC. | 950 | $332.8K | 0.23% | +950 | New |
| Howe & Rusling Inc | 957 | $335.2K | 0.04% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 958 | $335.6K | 0.27% | −127−11.7% | Reduced |
| Clearwater Capital Advisors, LLC | 960 | $336.3K | 0.04% | −135−12.3% | Reduced |
| Guidance Point Advisors, LLC | 960 | $336.3K | 0.14% | +90+10.3% | Added |
| West Michigan Advisors, LLC | 961 | $336.6K | 0.18% | +140+17.1% | Added |
| KPP Advisory Services LLC | 963 | $337.3K | 0.11% | +963 | New |
| Hamilton Wealth, LLC | 963 | $337.3K | 0.12% | −39−3.9% | Reduced |
| SFG Wealth Management, LLC. | 963 | $337.3K | 0.27% | 00.0% | Unchanged |
| Brickley Wealth Management | 963 | $337.3K | 0.09% | +9+0.9% | Added |
| Investors Asset Management of Georgia Inc | 975 | $337.4K | 0.19% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 966 | $338.4K | 0.22% | 00.0% | Unchanged |
| Ewa, LLC | 969 | $339.2K | 0.22% | +128+15.2% | Added |
| Renaissance Investment Group LLC | 969 | $339.4K | 0.09% | −20−2.0% | Reduced |
| Future Financial Wealth Managment LLC | 970 | $339.8K | 0.38% | +7+0.7% | Added |
| Running Point Capital Advisors, LLC | 972 | $340.5K | 0.20% | 00.0% | Unchanged |
| Claris Advisors, LLC | 972 | $340.5K | 0.22% | +67+7.4% | Added |
| Interchange Capital Partners, LLC | 972 | $340.5K | 0.27% | +72+8.0% | Added |
| Waypoint Wealth Partners Inc. | 973 | $340.9K | 0.12% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 973 | $341.0K | 0.16% | +18+1.9% | Added |
| Fairfield, Bush & Co. | 975 | $341.5K | 0.22% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 975 | $341.5K | 0.04% | 00.0% | Unchanged |
| Lane & Associates LLC | 977 | $342.2K | 0.27% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 981 | $343.6K | 0.07% | +137+16.2% | Added |
| Elevated Capital Advisors, LLC | 982 | $344.0K | 0.12% | −4−0.4% | Reduced |
| Covenant Partners, LLC | 982 | $344.0K | 0.12% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 983 | $344.3K | 0.04% | +53+5.7% | Added |
| CBIZ Investment Advisory Services, LLC | 985 | $345.0K | 0.03% | −200−16.9% | Reduced |
| Maryland Capital Advisors Inc. | 990 | $346.8K | 0.26% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 999 | $349.9K | 0.12% | +304+43.7% | Added |
| First Dallas Securities Inc. | 1,000 | $350.0K | 0.08% | −600−37.5% | Reduced |
| Idaho Trust Bank | 1,000 | $350.3K | 0.23% | −50−4.8% | Reduced |
| Grace & White Inc | 1,000 | $350.3K | 0.07% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $350.3K | 0.09% | 00.0% | Unchanged |
| Marex Group plc | 1,000 | $350.3K | 0.05% | +1,000 | New |
| Act Two Investors LLC | 1,001 | $350.6K | 0.09% | −171−14.6% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $350.6K | 0.00% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,006 | $350.7K | 0.34% | +10+1.0% | Added |
| Brio Consultants, LLC | 1,006 | $352.4K | 0.07% | −61−5.7% | Reduced |
| Dark Forest Capital Management LP | 1,008 | $353.1K | 0.03% | −39,594−97.5% | Reduced |
| Souders Financial Advisors | 1,008 | $353.1K | 0.07% | +24+2.4% | Added |
| RHS Financial, LLC | 1,008 | $353.1K | 0.25% | +34+3.5% | Added |
| Burrus Financial Services, Inc. | 1,010 | $353.9K | 0.20% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,010 | $354.0K | 0.12% | +67+7.1% | Added |
| Coury Firm Asset Management LLC | 1,011 | $354.2K | 0.57% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,013 | $354.9K | 0.33% | 00.0% | Unchanged |
| CKW Financial Group | 1,025 | $359.0K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 1,055 | $359.8K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,027 | $359.8K | 0.20% | −1,855−64.4% | Reduced |
| Benchmark Investment Advisors LLC | 1,028 | $360.1K | 0.36% | −25−2.4% | Reduced |