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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 1,630 | $571.0K | 0.19% | +68+4.4% | Added |
| Farmers Trust Co | 1,631 | $571.3K | 0.13% | −993−37.8% | Reduced |
| White Pine Capital LLC | 1,632 | $571.7K | 0.23% | +230+16.4% | Added |
| Burke & Herbert Bank & Trust Co | 1,633 | $572.0K | 0.46% | −193−10.6% | Reduced |
| Cedrus LLC | 1,640 | $574.5K | 0.41% | −199−10.8% | Reduced |
| Mendel Capital Management LLC | 1,642 | $575.2K | 0.47% | −1−0.1% | Reduced |
| Doliver Advisors, LP | 1,644 | $575.9K | 0.17% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,644 | $575.9K | 1.79% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,644 | $575.9K | 0.20% | −199−10.8% | Reduced |
| Wealth Quarterback LLC | 1,648 | $577.3K | 0.50% | 00.0% | Unchanged |
| Human Investing LLC | 1,654 | $579.4K | 0.13% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1,656 | $580.1K | 0.55% | +17+1.0% | Added |
| Meridian Management Co | 1,656 | $580.1K | 0.19% | +138+9.1% | Added |
| Progressive Investment Management Corp | 1,660 | $581.5K | 0.19% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,661 | $581.8K | 0.17% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,661 | $581.8K | 0.17% | +1,661 | New |
| Clear Creek Financial Management, LLC | 1,664 | $582.9K | 0.10% | +490+41.7% | Added |
| Sendero Wealth Management, LLC | 1,669 | $584.7K | 0.13% | −386−18.8% | Reduced |
| Forza Wealth Management, LLC | 1,669 | $584.7K | 0.30% | 00.0% | Unchanged |
| William Allan, LLC | 1,669 | $584.7K | 0.46% | +77+4.8% | Added |
| Warren Street Wealth Advisors, LLC | 1,676 | $587.1K | 0.39% | +6+0.4% | Added |
| German American Bancorp, Inc. | 1,680 | $588.5K | 0.09% | +125+8.0% | Added |
| Capital Square, LLC | 1,727 | $588.7K | 0.79% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,681 | $588.9K | 0.05% | −40−2.3% | Reduced |
| Omnia Family Wealth, LLC | 1,688 | $591.3K | 0.37% | +110+7.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,690 | $592.0K | 0.10% | +145+9.4% | Added |
| Atlas Wealth LLC | 1,691 | $592.4K | 0.11% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,691 | $592.4K | 0.54% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,692 | $592.7K | 0.15% | −12−0.7% | Reduced |
| Crabel Capital Management, LLC | 1,693 | $593.0K | 0.48% | +1,693 | New |
| Ziegler Capital Management, LLC | 1,696 | $594.1K | 0.02% | −109−6.0% | Reduced |
| HMS Capital Management, LLC | 1,698 | $594.8K | 0.39% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,700 | $595.5K | 0.14% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 1,700 | $595.5K | 0.12% | 00.0% | Unchanged |
| Exchange Bank | 1,703 | $596.6K | 0.57% | +68+4.2% | Added |
| Rock Point Advisors, LLC | 1,707 | $598.0K | 0.21% | +250+17.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $598.7K | 0.38% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,711 | $599.4K | 0.27% | +141+9.0% | Added |
| Ratio Wealth Group | 1,714 | $600.4K | 0.15% | +42+2.5% | Added |
| Riversedge Advisors, LLC | 1,716 | $601.1K | 0.18% | +350+25.6% | Added |
| FMB Wealth Management | 1,728 | $605.3K | 0.65% | +95+5.8% | Added |
| Washburn Capital Management, Inc. | 1,730 | $606.0K | 0.51% | +127+7.9% | Added |
| HBC Financial Services, PLLC | 1,738 | $608.0K | 0.46% | +13+0.8% | Added |
| ExodusPoint Capital Management, LP | 1,739 | $609.0K | 0.01% | −24,316−93.3% | Reduced |
| ICONIQ Capital, LLC | 1,740 | $609.5K | 0.01% | +30+1.8% | Added |
| Rock Creek Group, LP | 1,743 | $610.6K | 0.08% | −771−30.7% | Reduced |
| Aua Capital Management, LLC | 1,743 | $610.6K | 0.44% | +273+18.6% | Added |
| Hoxton Planning & Management, LLC | 1,745 | $611.0K | 0.40% | −21−1.2% | Reduced |
| Unionview, LLC | 1,746 | $611.6K | 0.58% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,747 | $612.0K | 0.30% | +21+1.2% | Added |
| Hirtle Callaghan & Co LLC | 1,748 | $612.3K | 0.03% | +31+1.8% | Added |
| Retirement Guys Formula LLC | 1,752 | $613.7K | 0.43% | −1,864−51.5% | Reduced |
| Wealth Management Partners, LLC | 1,753 | $614.1K | 0.38% | −3,000−63.1% | Reduced |
| Hyperion Partners, LLC | 1,760 | $616.5K | 0.53% | +278+18.8% | Added |
| Atlas Private Wealth Advisors | 1,764 | $617.9K | 0.12% | +200+12.8% | Added |
| Eclectic Associates Inc | 1,768 | $619.3K | 0.31% | −105−5.6% | Reduced |
| Vigilare Wealth Management | 1,769 | $619.7K | 0.40% | −511−22.4% | Reduced |
| Carl P. Sherr & Co., LLC | 1,774 | $621.4K | 0.42% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,774 | $621.4K | 0.42% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,776 | $622.0K | 0.01% | −1,049−37.1% | Reduced |
| Goldstone Financial Group, LLC | 1,777 | $622.5K | 0.18% | +45+2.6% | Added |
| Gitterman Wealth Management, LLC | 1,779 | $623.2K | 0.30% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,780 | $623.5K | 0.62% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,781 | $623.9K | 0.72% | −44−2.4% | Reduced |
| Fortem Financial Group, LLC | 1,782 | $624.2K | 0.37% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,785 | $625.3K | 0.30% | +518+40.9% | Added |
| Caerus Investment Advisors, LLC | 1,791 | $627.4K | 0.65% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,800 | $630.5K | 0.53% | −200−10.0% | Reduced |
| Financial Advisors Network, Inc. | 1,802 | $631.2K | 0.14% | +1,802 | New |
| West Bancorporation Inc | 1,804 | $631.9K | 0.45% | +24+1.3% | Added |
| Riverview Trust Co | 1,811 | $634.4K | 0.56% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,814 | $635.4K | 0.17% | +350+23.9% | Added |
| Connolly Sarah T. | 1,815 | $635.8K | 0.42% | −20−1.1% | Reduced |
| Verus Financial Partners, Inc. | 1,844 | $636.3K | 0.08% | −81−4.2% | Reduced |
| United Bank | 1,817 | $636.5K | 0.08% | −89−4.7% | Reduced |
| LJI Wealth Management, LLC | 1,818 | $636.8K | 0.18% | −22−1.2% | Reduced |
| Merrion Investment Management Co, LLC | 1,819 | $637.2K | 0.55% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,819 | $637.2K | 0.21% | +74+4.2% | Added |
| Port Capital LLC | 1,821 | $638.0K | 0.04% | −14−0.8% | Reduced |
| Landaas & Co | 1,822 | $638.0K | 0.28% | +80+4.6% | Added |
| Atom Investors LP | 1,822 | $638.2K | 0.15% | +1,203+194.3% | Added |
| Keb Asset Management, LLC | 1,826 | $639.6K | 0.26% | +120+7.0% | Added |
| Tower Wealth Partners, Inc. | 1,828 | $640.3K | 0.53% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,829 | $640.7K | 0.17% | −41−2.2% | Reduced |
| Total Investment Management Inc | 1,832 | $641.8K | 0.09% | +458+33.3% | Added |
| VERITY Wealth Advisors | 1,833 | $642.1K | 0.60% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,834 | $642.5K | 0.68% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,834 | $642.5K | 0.36% | +14+0.8% | Added |
| Shore Point Advisors, LLC | 1,840 | $644.6K | 0.47% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,843 | $645.6K | 0.28% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,843 | $645.6K | 0.30% | +1,843 | New |
| Diamant Asset Management, Inc. | 1,845 | $646.3K | 0.53% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,846 | $646.7K | 0.47% | −213−10.3% | Reduced |
| Archetype Wealth Partners | 1,846 | $647.0K | 0.13% | +30+1.7% | Added |
| Dearborn Partners LLC | 1,850 | $648.1K | 0.03% | −25−1.3% | Reduced |
| PEAK6 Investments LLC | 1,851 | $648.4K | 0.03% | +1,849+92,450.0% | Added |
| Index Fund Advisors, Inc. | 1,855 | $649.8K | 0.04% | +66+3.7% | Added |
| Greenspring Advisors, LLC | 1,859 | $651.2K | 0.21% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 1,859 | $651.2K | 0.33% | +49+2.7% | Added |
| Taylor Hoffman Wealth Management | 1,861 | $651.9K | 0.34% | −131−6.6% | Reduced |