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 |
|---|---|---|---|---|---|
| Fusion Family Wealth LLC | 1,216 | $426.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,217 | $426.3K | 0.03% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 1,221 | $427.5K | 0.70% | +139+12.8% | Added |
| Client 1st Advisory Group, LLC | 1,221 | $427.7K | 0.23% | −30−2.4% | Reduced |
| Maripau Wealth Management LLC | 1,222 | $428.2K | 0.39% | +1,222 | New |
| Thrive Capital Management, LLC | 1,224 | $428.8K | 0.24% | +39+3.3% | Added |
| Wick Capital Partners, LLC | 1,228 | $430.2K | 0.24% | +13+1.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,228 | $430.2K | 0.06% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,230 | $430.9K | 0.18% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,232 | $431.6K | 0.26% | +30+2.5% | Added |
| Omega Financial Group, LLC | 1,232 | $431.6K | 0.21% | +105+9.3% | Added |
| Goldstream Capital Management Ltd | 1,235 | $432.6K | 0.35% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,237 | $433.3K | 0.15% | −8−0.6% | Reduced |
| Sunburst Financial Group, LLC | 1,238 | $433.7K | 0.15% | +73+6.3% | Added |
| MTM Investment Management, LLC | 1,239 | $434.0K | 0.22% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,240 | $434.4K | 0.15% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,240 | $434.4K | 0.04% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,240 | $434.4K | 0.11% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,241 | $434.7K | 0.03% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,242 | $435.1K | 0.15% | 00.0% | Unchanged |
| Resource Planning Group | 1,250 | $437.9K | 0.37% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,251 | $438.2K | 0.11% | 00.0% | Unchanged |
| Goodman Financial Corp | 1,252 | $438.6K | 0.13% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,270 | $438.7K | 0.23% | −30−2.3% | Reduced |
| Mma Asset Management LLC | 1,255 | $439.7K | 0.25% | +87+7.4% | Added |
| Stone Point Wealth LLC | 1,259 | $441.0K | 0.19% | −35−2.7% | Reduced |
| Hengehold Capital Management LLC | 1,259 | $441.1K | 0.06% | −338−21.2% | Reduced |
| M. Kulyk & Associates, LLC | 1,262 | $442.1K | 0.12% | −59−4.5% | Reduced |
| Mattern Capital Management, LLC | 1,264 | $442.8K | 0.07% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,266 | $443.4K | 0.25% | +50+4.1% | Added |
| Aspen Wealth Strategies, LLC | 1,268 | $444.2K | 0.35% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,268 | $445.0K | 0.38% | +1,199+1,737.7% | Added |
| Bridge Advisory, LLC | 1,275 | $446.6K | 0.16% | +28+2.2% | Added |
| DGS Capital Management, LLC | 1,276 | $447.0K | 0.22% | +431+51.0% | Added |
| Aspire Wealth Management Corp | 1,281 | $448.7K | 0.34% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,284 | $449.8K | 0.34% | −1−0.1% | Reduced |
| Convergence Financial, LLC | 1,284 | $449.8K | 0.27% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 1,296 | $451.1K | 1.08% | −1,377−51.5% | Reduced |
| AlphaQ Advisors LLC | 1,289 | $451.5K | 0.39% | −85−6.2% | Reduced |
| Cora Capital Advisors LLC | 1,292 | $452.6K | 0.30% | −12−0.9% | Reduced |
| New Millennium Group LLC | 1,292 | $452.6K | 0.41% | −1−0.1% | Reduced |
| Cohen Capital Management, Inc. | 1,294 | $453.3K | 0.09% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,331 | $454.0K | 0.07% | 00.0% | Unchanged |
| Slagle Financial, LLC | 1,298 | $454.8K | 0.28% | +177+15.8% | Added |
| Cary Street Partners Asset Management LLC | 1,300 | $455.4K | 0.09% | −50−3.7% | Reduced |
| Global Financial Private Client, LLC | 1,309 | $455.6K | 0.24% | +3+0.2% | Added |
| Indie Asset Partners, LLC | 1,304 | $456.8K | 0.46% | 00.0% | Unchanged |
| Cowa, LLC | 1,305 | $457.1K | 0.31% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,308 | $458.0K | 0.42% | +1,308 | New |
| Redwood Financial Network Corp | 1,311 | $459.1K | 0.49% | −428−24.6% | Reduced |
| IAG Wealth Partners, LLC | 1,314 | $460.3K | 0.13% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,317 | $461.3K | 0.23% | +1,317 | New |
| Abbot Financial Management, Inc. | 1,321 | $462.7K | 0.31% | +50+3.9% | Added |
| Portfolio Strategies, Inc. | 1,322 | $463.1K | 0.09% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,323 | $463.4K | 0.32% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,325 | $464.1K | 0.46% | 00.0% | Unchanged |
| SRB Corp | 1,326 | $464.5K | 0.03% | +1,326 | New |
| Red Spruce Capital, LLC | 1,326 | $464.5K | 0.26% | +1,326 | New |
| Crestone Asset Management LLC | 1,328 | $465.2K | 0.11% | +92+7.4% | Added |
| Bridge Creek Capital Management LLC | 1,332 | $466.6K | 0.18% | −5−0.4% | Reduced |
| CSS LLC | 1,333 | $466.9K | 0.04% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,336 | $468.0K | 0.21% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,339 | $469.1K | 0.43% | −73−5.2% | Reduced |
| Wolverine Asset Management LLC | 1,340 | $469.4K | 0.01% | +1,340 | New |
| Alterity Financial Group, LLC | 1,345 | $471.2K | 0.75% | −5−0.4% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $471.5K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,348 | $472.2K | 0.13% | −84−5.9% | Reduced |
| Morris Financial Concepts, Inc. | 1,349 | $472.6K | 0.31% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 1,350 | $472.9K | 0.22% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,355 | $474.7K | 0.32% | −106−7.3% | Reduced |
| Syntax Advisors, LLC | 1,355 | $474.7K | 0.42% | −106−7.3% | Reduced |
| BTC Capital Management, Inc. | 1,355 | $474.7K | 0.05% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,357 | $475.4K | 0.37% | −8−0.6% | Reduced |
| Olistico Wealth, LLC | 1,363 | $477.5K | 0.43% | +72+5.6% | Added |
| Diversified Portfolios, Inc. | 1,364 | $477.8K | 0.09% | +30+2.2% | Added |
| Demars Financial Group, LLC | 1,366 | $478.7K | 0.27% | +327+31.5% | Added |
| Briaud Financial Planning, Inc | 1,369 | $479.0K | 0.39% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,367 | $479.0K | 0.08% | +696+103.7% | Added |
| AAFCPAs Wealth Management, LLC | 1,370 | $479.9K | 0.32% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,372 | $480.6K | 0.32% | −39−2.8% | Reduced |
| Sterling Financial Group, Inc. | 1,373 | $481.0K | 0.30% | −19−1.4% | Reduced |
| Arcadia Wealth Management, LLC | 1,377 | $482.4K | 0.38% | −84−5.7% | Reduced |
| Ade, LLC | 1,380 | $483.4K | 0.36% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,381 | $483.8K | 0.22% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 1,381 | $483.8K | 0.33% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,413 | $484.9K | 0.28% | +145+11.4% | Added |
| American State Bank (Iowa) | 1,387 | $485.9K | 0.35% | +169+13.9% | Added |
| Kades & Cheifetz LLC | 1,392 | $487.6K | 0.39% | −57−3.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,393 | $488.0K | 0.27% | +263+23.3% | Added |
| Wexford Capital LP | 1,393 | $488.0K | 0.11% | +1,393 | New |
| Milestone Asset Management, LLC | 1,412 | $491.5K | 0.17% | +1+0.1% | Added |
| Martin Capital Advisors, LLP | 1,404 | $491.8K | 0.48% | −35−2.4% | Reduced |
| Chesley Taft & Associates LLC | 1,406 | $492.5K | 0.03% | +66+4.9% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,407 | $492.9K | 0.35% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,408 | $493.2K | 0.17% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,409 | $493.6K | 0.27% | −200−12.4% | Reduced |
| Cedar Wealth Management, LLC | 1,409 | $493.6K | 0.20% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,410 | $494.1K | 0.05% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,412 | $494.6K | 0.17% | +12+0.9% | Added |
| Primoris Wealth Advisors, LLC | 1,412 | $494.6K | 0.60% | +27+1.9% | Added |