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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 1,412 | $494.6K | 0.60% | +27+1.9% | Added |
| FC Advisory LLC | 1,415 | $495.7K | 0.21% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,417 | $496.4K | 0.15% | +44+3.2% | Added |
| Camelot Portfolios, LLC | 1,417 | $496.5K | 0.48% | −2,788−66.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,420 | $497.0K | 0.21% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,438 | $498.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,422 | $498.1K | 0.12% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,425 | $499.2K | 0.36% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,425 | $499.2K | 0.18% | +2+0.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,426 | $499.5K | 0.28% | +1+0.1% | Added |
| Skba Capital Management LLC | 1,429 | $500.6K | 0.09% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,430 | $501.0K | 0.24% | −18−1.2% | Reduced |
| Mayport, LLC | 1,433 | $502.0K | 0.28% | +17+1.2% | Added |
| Sentinel Trust Co Lba | 1,434 | $502.0K | 0.07% | +150+11.7% | Added |
| Independence Bank of Kentucky | 1,436 | $503.0K | 0.21% | +295+25.9% | Added |
| JGP Wealth Management, LLC | 1,441 | $504.8K | 0.08% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,442 | $505.1K | 0.22% | −47−3.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,443 | $505.5K | 0.06% | −50−3.3% | Reduced |
| Yoder Wealth Management, Inc. | 1,444 | $505.8K | 0.42% | +74+5.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,447 | $506.9K | 0.06% | −158−9.8% | Reduced |
| Guild Investment Management, Inc. | 1,450 | $507.9K | 0.85% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,451 | $508.3K | 0.15% | −31−2.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 1,451 | $508.3K | 0.52% | −10−0.7% | Reduced |
| First International Bank & Trust | 1,456 | $510.0K | 0.18% | −83−5.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,458 | $510.7K | 0.03% | −12−0.8% | Reduced |
| Logan Capital Management Inc | 1,460 | $511.4K | 0.03% | −2−0.1% | Reduced |
| Carr Financial Group Corp | 1,454 | $511.5K | 0.20% | +10+0.7% | Added |
| Blue Bell Private Wealth Management, LLC | 1,462 | $512.1K | 0.14% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,465 | $513.2K | 0.14% | −300−17.0% | Reduced |
| Schiavi & Co LLC | 1,465 | $513.2K | 0.22% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,466 | $513.5K | 0.23% | +60+4.3% | Added |
| Iron Horse Wealth Management, LLC | 1,466 | $513.6K | 0.25% | +153+11.7% | Added |
| Partners in Financial Planning | 1,467 | $513.9K | 0.13% | −150−9.3% | Reduced |
| Plan Group Financial, LLC | 1,467 | $514.0K | 0.37% | +1,467 | New |
| Outlook Wealth Advisors, LLC | 1,468 | $514.2K | 0.20% | −217−12.9% | Reduced |
| Bogart Wealth, LLC | 1,470 | $514.9K | 0.03% | +113+8.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,475 | $516.7K | 0.14% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,477 | $517.4K | 0.36% | +50+3.5% | Added |
| FSC Wealth Advisors, LLC | 1,479 | $518.1K | 0.54% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,482 | $519.1K | 0.23% | −6−0.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,489 | $521.6K | 0.34% | −65−4.2% | Reduced |
| Compton Financial Group, LLC | 1,490 | $521.9K | 0.20% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,493 | $523.0K | 0.39% | −10−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,494 | $523.3K | 0.11% | +52+3.6% | Added |
| Truefg, LLC | 1,499 | $525.1K | 0.23% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $525.5K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $525.5K | 0.27% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,501 | $525.8K | 0.10% | −50−3.2% | Reduced |
| KRS Capital Management, LLC | 1,503 | $526.5K | 0.56% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,504 | $526.9K | 0.12% | −78−4.9% | Reduced |
| DT Investment Partners, LLC | 1,505 | $527.2K | 0.06% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,509 | $528.7K | 0.40% | +8+0.5% | Added |
| Highview Capital Management LLC | 1,510 | $529.0K | 0.30% | −70−4.4% | Reduced |
| Paulson Wealth Management Inc. | 1,510 | $529.0K | 0.18% | −38−2.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,510 | $529.0K | 0.40% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,513 | $530.0K | 0.34% | −490−24.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,514 | $530.4K | 0.36% | +325+27.3% | Added |
| Day & Ennis, LLC | 1,516 | $531.1K | 0.20% | −250−14.2% | Reduced |
| Charles Schwab Trust Co | 1,517 | $531.4K | 0.06% | +817+116.7% | Added |
| Legacy Capital Group California, Inc. | 1,518 | $531.8K | 0.23% | +333+28.1% | Added |
| Blackston Financial Advisory Group, LLC | 1,518 | $531.8K | 0.37% | +473+45.3% | Added |
| Oxler Private Wealth LLC | 1,520 | $532.5K | 0.27% | −200−11.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,521 | $532.8K | 0.49% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,522 | $533.2K | 0.59% | −87−5.4% | Reduced |
| Lowell Blake & Associates Inc. | 1,524 | $533.9K | 0.15% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,527 | $534.9K | 0.12% | −80−5.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,534 | $537.4K | 0.50% | +13+0.9% | Added |
| KFG Wealth Management, LLC | 1,534 | $537.4K | 0.29% | +41+2.7% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,536 | $538.1K | 0.14% | 00.0% | Unchanged |
| Coerente Capital Management | 1,542 | $540.2K | 0.12% | −40−2.5% | Reduced |
| Millennium Capital Advisors, LLC | 1,550 | $543.0K | 0.46% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 1,553 | $544.0K | 0.11% | +5+0.3% | Added |
| Page Arthur B | 1,555 | $544.7K | 0.56% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,561 | $546.8K | 0.01% | +1,561 | New |
| Insight Folios Inc | 1,566 | $548.6K | 0.27% | −315−16.7% | Reduced |
| Corundum Group, Inc. | 1,573 | $551.0K | 0.31% | −436−21.7% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,576 | $552.1K | 0.87% | +215+15.8% | Added |
| Trustco Bank Corp N Y | 1,577 | $552.4K | 0.63% | −37−2.3% | Reduced |
| PCA Investment Advisory Services Inc. | 1,580 | $553.5K | 0.39% | −72−4.4% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $553.5K | 0.31% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,581 | $553.8K | 0.92% | +68+4.5% | Added |
| Opal Wealth Advisors, LLC | 1,582 | $554.2K | 0.32% | −44−2.7% | Reduced |
| NorthLanding Financial Partners, LLC | 1,588 | $556.3K | 0.71% | −43−2.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $557.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,594 | $558.3K | 0.06% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,594 | $558.4K | 0.17% | +1,594 | New |
| EHP Funds Inc. | 1,600 | $560.5K | 0.26% | +1,600 | New |
| Lazari Capital Management, Inc. | 1,602 | $561.2K | 0.33% | −132−7.6% | Reduced |
| LGT Financial Advisors LLC | 1,608 | $563.3K | 0.72% | −416−20.6% | Reduced |
| Clarity Financial LLC | 1,612 | $564.7K | 0.10% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,613 | $565.0K | 0.11% | −140−8.0% | Reduced |
| L & S Advisors Inc | 1,615 | $565.7K | 0.08% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,616 | $566.1K | 0.20% | −799−33.1% | Reduced |
| Gries Financial LLC | 1,617 | $566.4K | 0.15% | +144+9.8% | Added |
| Source Financial Advisors LLC | 1,618 | $566.8K | 0.19% | +21+1.3% | Added |
| Mechanics Financial Corp | 1,620 | $567.5K | 0.31% | −75−4.4% | Reduced |
| Banco de Sabadell, S.A | 1,607 | $568.0K | 0.49% | +422+35.6% | Added |
| Retirement Financial Solutions, LLC | 1,622 | $568.2K | 0.38% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,628 | $570.3K | 0.01% | +1,628 | New |
| Latitude Advisors, LLC | 1,630 | $570.9K | 0.41% | +15+0.9% | Added |