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 |
|---|---|---|---|---|---|
| Better Money Decisions, LLC | 1,028 | $360.1K | 0.32% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,031 | $361.2K | 0.22% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,032 | $361.5K | 0.45% | −100−8.8% | Reduced |
| Prosperity Financial Group, Inc. | 1,033 | $361.9K | 0.30% | +81+8.5% | Added |
| Edgestream Partners, L.P. | 1,035 | $362.6K | 0.03% | −3,734−78.3% | Reduced |
| Ballew Advisors, Inc | 1,055 | $362.6K | 0.30% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,036 | $362.8K | 0.27% | +11+1.1% | Added |
| Benedetti & Gucer, Inc. | 1,041 | $364.7K | 0.20% | −11−1.0% | Reduced |
| West Paces Advisors Inc. | 1,044 | $365.7K | 0.11% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,045 | $366.1K | 0.25% | +26+2.6% | Added |
| Silverleafe Capital Partners, LLC | 1,046 | $366.4K | 0.19% | −12−1.1% | Reduced |
| Park Place Capital Corp | 1,046 | $366.4K | 0.11% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,048 | $367.1K | 0.07% | −106−9.2% | Reduced |
| Westover Capital Advisors, LLC | 1,050 | $367.8K | 0.13% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,050 | $367.8K | 0.44% | +1,050 | New |
| Wallington Asset Management, LLC | 1,050 | $368.0K | 0.07% | +50+5.0% | Added |
| American Asset Management Inc. | 1,052 | $368.5K | 0.62% | −26−2.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,053 | $368.7K | 0.09% | −15−1.4% | Reduced |
| Private Capital Management, LLC | 1,057 | $370.3K | 0.04% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,059 | $371.0K | 0.21% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,060 | $371.3K | 0.06% | +1,060 | New |
| Unique Wealth, LLC | 1,063 | $372.4K | 0.16% | +291+37.7% | Added |
| Bernardo Wealth Planning LLC | 1,064 | $372.7K | 0.15% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,065 | $373.1K | 0.22% | −27−2.5% | Reduced |
| McMahon Financial Advisors, LLC | 1,067 | $373.8K | 0.12% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,069 | $374.5K | 0.06% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 1,070 | $374.8K | 0.23% | +20+1.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,071 | $375.2K | 0.15% | 00.0% | Unchanged |
| Seascape Capital Management | 1,073 | $376.0K | 0.18% | +6+0.6% | Added |
| Beirne Wealth Consulting Services, LLC | 1,104 | $376.5K | 0.30% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,079 | $377.0K | 0.19% | +1,079 | New |
| Slocum, Gordon & Co LLP | 1,077 | $377.3K | 0.33% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,080 | $378.0K | 0.09% | +250+30.1% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,079 | $378.1K | 0.00% | −287−21.0% | Reduced |
| Ferguson Shapiro LLC | 1,086 | $380.4K | 0.21% | −30−2.7% | Reduced |
| Nikulski Financial, Inc. | 1,087 | $380.8K | 0.16% | +320+41.7% | Added |
| Conestoga Capital Advisors, LLC | 1,090 | $381.8K | 0.01% | −10−0.9% | Reduced |
| Viewpoint Capital Management LLC | 1,090 | $381.8K | 0.31% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,090 | $381.8K | 0.12% | +11+1.0% | Added |
| PACK Private Wealth, LLC | 1,099 | $382.5K | 0.29% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,093 | $382.9K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,093 | $382.9K | 0.35% | +145+15.3% | Added |
| Wilson & Boucher Capital Management, LLC | 1,095 | $383.6K | 0.36% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,096 | $383.9K | 0.14% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,111 | $384.7K | 0.17% | −17−1.5% | Reduced |
| Stonehearth Capital Management, LLC | 1,099 | $385.0K | 0.21% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,100 | $385.3K | 1.15% | −4−0.4% | Reduced |
| Madden Securities Corp | 1,100 | $385.3K | 0.22% | −2−0.2% | Reduced |
| Trustees of Columbia University in the City of New York | 1,100 | $385.3K | 0.71% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,102 | $386.0K | 0.03% | +76+7.4% | Added |
| Crestmont Private Wealth LLC | 1,102 | $386.0K | 0.24% | −315−22.2% | Reduced |
| Baron Wealth Management LLC | 1,102 | $386.0K | 0.25% | +119+12.1% | Added |
| Arden Trust Co | 1,102 | $386.0K | 0.06% | −55−4.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,103 | $386.4K | 0.36% | −222−16.8% | Reduced |
| Lifeworks Advisors, LLC | 1,103 | $386.4K | 0.15% | +215+24.2% | Added |
| Kennedy Investment Group | 1,105 | $387.1K | 0.23% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,116 | $390.9K | 0.29% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 1,125 | $391.6K | 0.41% | +450+66.7% | Added |
| Cape Investment Advisory, Inc. | 1,118 | $391.6K | 0.22% | +1,093+4,372.0% | Added |
| Midwest Professional Planners, LTD. | 1,123 | $393.4K | 0.18% | −57−4.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,123 | $393.4K | 0.10% | +66+6.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,124 | $394.0K | 0.13% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,128 | $395.1K | 0.30% | −201−15.1% | Reduced |
| Atlas Wealth Partners, LLC | 1,195 | $396.0K | 2.28% | +20+1.7% | Added |
| United Capital Management of KS, Inc. | 1,131 | $396.2K | 0.13% | +2+0.2% | Added |
| Brand Asset Management Group, Inc. | 1,133 | $396.9K | 0.20% | −430−27.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,135 | $397.6K | 0.31% | +35+3.2% | Added |
| Citizens & Northern Corp | 1,136 | $397.9K | 0.16% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 1,166 | $399.6K | 0.15% | +25+2.2% | Added |
| Geometric Wealth Advisors | 1,144 | $400.7K | 0.12% | +300+35.5% | Added |
| New England Capital Financial Advisors LLC | 1,145 | $401.1K | 0.28% | 00.0% | Unchanged |
| XR Securities LLC | 1,145 | $401.1K | 0.55% | +289+33.8% | Added |
| Melone Private Wealth, LLC | 1,147 | $401.8K | 0.29% | 00.0% | Unchanged |
| Centennial Bank | 1,150 | $402.8K | 0.28% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,134 | $403.0K | 0.01% | +148+15.0% | Added |
| First Business Financial Services, Inc. | 1,151 | $403.2K | 0.05% | +184+19.0% | Added |
| EdgeRock Capital LLC | 1,151 | $403.2K | 0.25% | +313+37.4% | Added |
| Financial Advisory Corp | 1,153 | $404.0K | 0.19% | −79−6.4% | Reduced |
| Dividend Assets Capital, LLC | 1,153 | $404.0K | 0.08% | −41−3.4% | Reduced |
| R. W. Roge & Company, Inc. | 1,221 | $405.0K | 0.30% | 00.0% | Unchanged |
| Covestor Ltd | 1,154 | $405.0K | 0.31% | +61+5.6% | Added |
| Myecfo, LLC | 1,157 | $405.3K | 0.28% | 00.0% | Unchanged |
| S. R. Schill & Associates | 1,159 | $406.0K | 0.20% | +425+57.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,165 | $408.1K | 0.11% | +24+2.1% | Added |
| Union Savings Bank | 1,168 | $409.1K | 0.26% | +136+13.2% | Added |
| Peddock Capital Advisors, LLC | 1,168 | $409.1K | 0.14% | 00.0% | Unchanged |
| 360 Financial, Inc. | 1,176 | $409.3K | 0.26% | −1,283−52.2% | Reduced |
| Raleigh Capital Management Inc. | 1,176 | $411.9K | 0.21% | +14+1.2% | Added |
| Marotta Asset Management | 1,176 | $412.0K | 0.10% | −95−7.5% | Reduced |
| Orin Green Financial, LLC | 1,176 | $412.0K | 0.23% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,180 | $413.4K | 0.41% | −100−7.8% | Reduced |
| Enzi Wealth | 1,205 | $415.8K | 0.22% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,189 | $416.5K | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,191 | $417.2K | 0.01% | −852−41.7% | Reduced |
| Brogan Financial, Inc. | 1,195 | $418.6K | 0.37% | −61−4.9% | Reduced |
| Waycross Investment Management Co | 1,195 | $418.6K | 0.48% | +51+4.5% | Added |
| Financial Council Asset Management Inc | 1,199 | $420.0K | 0.33% | +12+1.0% | Added |
| Mendel Money Management | 1,201 | $420.7K | 0.23% | −18−1.5% | Reduced |
| Northcape Wealth Management, LLC | 1,205 | $422.1K | 0.16% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,214 | $425.3K | 0.06% | −393−24.5% | Reduced |