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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 1,861 | $651.9K | 0.23% | +15+0.8% | Added |
| FinTrust Capital Advisors, LLC | 1,863 | $652.6K | 0.15% | −28−1.5% | Reduced |
| Leisure Capital Management | 1,865 | $653.3K | 0.38% | −1−0.1% | Reduced |
| RNC Capital Management LLC | 1,866 | $653.7K | 0.04% | −21−1.1% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,870 | $655.1K | 0.26% | −168−8.2% | Reduced |
| Woodward Financial Advisors, Inc. | 1,870 | $655.1K | 0.48% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,871 | $655.4K | 1.98% | −1,871−50.0% | Reduced |
| ML & R Wealth Management LLC | 1,873 | $656.1K | 0.17% | −17,972−90.6% | Reduced |
| Lam Group, Inc. | 1,873 | $656.1K | 0.64% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,881 | $658.9K | 0.23% | −8−0.4% | Reduced |
| McClarren Financial Advisors, Inc. | 1,887 | $659.0K | 0.57% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,883 | $659.6K | 0.13% | −59−3.0% | Reduced |
| Rinkey Investments | 1,885 | $660.3K | 0.30% | −28−1.5% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,886 | $660.7K | 0.56% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,887 | $661.0K | 0.49% | +2+0.1% | Added |
| Paragon Financial Partners, Inc. | 1,895 | $663.8K | 0.69% | 00.0% | Unchanged |
| Dempze Nancy E | 1,896 | $664.2K | 0.60% | 00.0% | Unchanged |
| MJP Associates Inc | 1,901 | $666.2K | 0.19% | +208+12.3% | Added |
| Delaney Dennis R | 1,905 | $667.3K | 0.43% | −40−2.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,910 | $669.1K | 0.07% | +725+61.2% | Added |
| Ellerson Group Inc | 1,915 | $670.8K | 0.63% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 1,919 | $672.0K | 0.16% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 1,929 | $675.7K | 0.53% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,929 | $675.7K | 0.62% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,929 | $675.7K | 0.07% | +179+10.2% | Added |
| Emerald Advisors, LLC | 1,936 | $678.2K | 0.16% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,909 | $681.6K | 0.02% | −110−5.4% | Reduced |
| Seven Mile Advisory | 1,946 | $681.7K | 0.72% | +18+0.9% | Added |
| Capital CS Group, LLC | 1,950 | $683.1K | 0.81% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,952 | $683.8K | 0.48% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,956 | $685.2K | 0.38% | −1−0.1% | Reduced |
| Signet Financial Management, LLC | 1,958 | $685.9K | 0.11% | −125−6.0% | Reduced |
| WestHill Financial Advisors, Inc. | 1,959 | $686.2K | 0.20% | +10+0.5% | Added |
| Permit Capital, LLC | 1,960 | $686.6K | 0.29% | 00.0% | Unchanged |
| Kure Advisory, LLC | 1,961 | $686.9K | 0.39% | +1,961 | New |
| Probity Advisors, Inc. | 1,967 | $689.0K | 0.16% | −4−0.2% | Reduced |
| Francis Financial, Inc. | 1,970 | $690.1K | 0.36% | +197+11.1% | Added |
| Cedar Mountain Advisors, LLC | 1,976 | $692.2K | 0.20% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,976 | $692.2K | 0.33% | +1,976 | New |
| Cidel Asset Management Inc | 1,981 | $693.9K | 0.03% | +13+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 1,987 | $696.0K | 0.14% | +21+1.1% | Added |
| LifePro Asset Management | 1,991 | $697.4K | 0.58% | −999−33.4% | Reduced |
| McNaughton Wealth Management, LLC | 1,991 | $697.4K | 0.46% | −31−1.5% | Reduced |
| Campbell Wealth Management | 1,992 | $698.0K | 0.08% | −99−4.7% | Reduced |
| DDFG, Inc | 1,999 | $700.3K | 0.26% | +113+6.0% | Added |
| Skylands Capital, LLC | 2,000 | $700.6K | 0.11% | 00.0% | Unchanged |
| Envoi LLC | 2,000 | $700.6K | 2.42% | +2,000 | New |
| Capital Investment Services of America, Inc. | 2,002 | $701.3K | 0.08% | −367−15.5% | Reduced |
| Greenhouse Wealth Management, LLC | 2,003 | $701.7K | 0.63% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,005 | $702.4K | 0.21% | +393+24.4% | Added |
| waypoint wealth counsel | 2,007 | $703.0K | 0.66% | −26−1.3% | Reduced |
| Ulland Investment Advisors, LLC | 2,008 | $703.0K | 0.77% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,011 | $704.4K | 0.37% | −166−7.6% | Reduced |
| ERTS Wealth Advisors, LLC | 2,013 | $705.2K | 0.17% | −55−2.7% | Reduced |
| Operose Advisors LLC | 2,013 | $705.2K | 0.28% | +1,713+571.0% | Added |
| OneAscent Wealth Management LLC | 2,016 | $706.0K | 0.31% | +2,016 | New |
| Financial Alternatives, Inc | 2,017 | $706.6K | 0.65% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2,018 | $706.9K | 0.32% | +30+1.5% | Added |
| Access Financial Services, Inc. | 2,023 | $708.7K | 0.42% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,023 | $708.7K | 0.66% | +102+5.3% | Added |
| Eagle Bay Advisors LLC | 2,031 | $711.5K | 0.33% | +290+16.7% | Added |
| Massachusetts Wealth Management | 2,035 | $712.9K | 0.65% | +475+30.4% | Added |
| Anderson Hoagland & Co | 2,035 | $712.9K | 0.10% | +41+2.1% | Added |
| Ogorek Anthony Joseph | 2,038 | $713.0K | 0.28% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 2,036 | $713.2K | 0.14% | −250−10.9% | Reduced |
| Mayar Capital Ltd. | 2,038 | $713.9K | 0.61% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,042 | $715.3K | 0.20% | +2,042 | New |
| Austin Private Wealth, LLC | 2,043 | $715.7K | 0.10% | −8−0.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,045 | $716.4K | 0.18% | −116−5.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,052 | $718.8K | 0.17% | +139+7.3% | Added |
| MBA Advisors LLC | 2,054 | $719.5K | 0.44% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,119 | $722.6K | 0.19% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,063 | $722.7K | 0.13% | −71−3.3% | Reduced |
| Activest Wealth Management | 2,063 | $722.7K | 0.44% | +2,063 | New |
| Lagoda Investment Management, L.P. | 2,065 | $723.4K | 0.48% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,067 | $724.1K | 0.49% | −45−2.1% | Reduced |
| NCM Capital Management, LLC | 2,067 | $724.1K | 0.52% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,069 | $724.8K | 0.28% | +2,069 | New |
| Syntegra Private Wealth Group, LLC | 2,072 | $725.8K | 0.11% | −5−0.2% | Reduced |
| Aristotle Capital Management, LLC | 2,075 | $726.9K | 0.00% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,075 | $727.0K | 0.48% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,085 | $730.4K | 0.72% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,087 | $731.1K | 0.62% | +26+1.3% | Added |
| USAdvisors Wealth Management, LLC | 2,091 | $732.0K | 0.34% | +1,398+201.7% | Added |
| Vista Private Wealth Partners. LLC | 2,119 | $735.2K | 0.31% | −342−13.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,099 | $735.7K | 0.28% | +125+6.3% | Added |
| Pathway Financial Advisers, LLC | 2,101 | $735.8K | 0.30% | +2,101 | New |
| Royal Fund Management, LLC | 2,110 | $739.1K | 0.11% | +350+19.9% | Added |
| Concorde Asset Management, LLC | 2,111 | $739.5K | 0.67% | −225−9.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,113 | $740.2K | 0.12% | −5−0.2% | Reduced |
| Salomon & Ludwin, LLC | 2,115 | $740.9K | 0.08% | −36−1.7% | Reduced |
| OLIO Financial Planning | 2,123 | $743.7K | 0.35% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,125 | $744.4K | 0.34% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,130 | $746.1K | 0.13% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,130 | $746.1K | 0.61% | +45+2.2% | Added |
| Red Lighthouse Investment Management, LLC | 2,131 | $746.5K | 0.35% | +73+3.5% | Added |
| Centennial Wealth Advisory LLC | 2,134 | $747.5K | 0.40% | +59+2.8% | Added |
| Vista Investment Management | 2,137 | $748.6K | 0.39% | −6−0.3% | Reduced |
| GFI Investment Counsel Ltd. | 2,139 | $749.3K | 0.11% | +699+48.5% | Added |
| Phillips Financial Management, LLC | 2,140 | $749.6K | 0.07% | +322+17.7% | Added |