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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 139,356 | $48.8M | 3.86% | −75−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 139,283 | $48.8M | 1.66% | +6,603+5.0% | Added |
| Norris Perne & French LLP | 139,222 | $48.8M | 4.26% | −1,900−1.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,439 | $48.5M | 0.06% | +134,607+3,512.7% | Added |
| Two Sigma Investments, LP | 137,216 | $48.1M | 0.13% | −224,850−62.1% | Reduced |
| Segment Wealth Management, LLC | 137,151 | $48.0M | 4.88% | +1,878+1.4% | Added |
| Wealthfront Advisers LLC | 136,887 | $48.0M | 0.21% | +3,842+2.9% | Added |
| E. Ohman J:or Asset Management AB | 136,608 | $47.9M | 1.80% | +10,778+8.6% | Added |
| Avantax Advisory Services, Inc. | 136,549 | $47.8M | 0.54% | −625−0.5% | Reduced |
| Busey Wealth Management | 133,758 | $46.9M | 2.00% | −1,938−1.4% | Reduced |
| Welch & Forbes LLC | 133,614 | $46.8M | 0.77% | −2,653−1.9% | Reduced |
| Meridian Wealth Management, LLC | 131,782 | $46.2M | 2.83% | +71,966+120.3% | Added |
| Heritage Wealth Advisors | 130,980 | $45.9M | 2.50% | +1,637+1.3% | Added |
| Securian Asset Management, Inc | 130,871 | $45.8M | 1.37% | −14,614−10.0% | Reduced |
| Lafayette Investments, Inc. | 129,646 | $45.4M | 12.38% | −559−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 128,937 | $45.2M | 1.03% | −1,617−1.2% | Reduced |
| Retirement Group, LLC | 127,895 | $44.8M | 18.70% | +2,414+1.9% | Added |
| Fiduciary Trust Co | 127,782 | $44.8M | 0.82% | −167−0.1% | Reduced |
| Stack Financial Management, Inc | 127,522 | $44.7M | 5.20% | +90+0.1% | Added |
| St Germain D J Co Inc | 125,504 | $44.0M | 2.47% | −3,276−2.5% | Reduced |
| CapWealth Advisors, LLC | 124,741 | $43.7M | 5.61% | +362+0.3% | Added |
| Hartford Investment Management Co | 124,280 | $43.5M | 1.74% | −796−0.6% | Reduced |
| Daiwa Securities Group Inc. | 123,188 | $43.2M | 0.31% | +9,374+8.2% | Added |
| Elgethun Capital Management | 123,374 | $43.0M | 12.97% | +1,522+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 122,258 | $42.8M | 1.00% | +85,096+229.0% | Added |
| Natixis | 121,568 | $42.6M | 0.34% | +79,412+188.4% | Added |
| Thomasville National Bank | 121,462 | $42.5M | 4.19% | +830+0.7% | Added |
| Ieq Capital, LLC | 121,170 | $42.4M | 0.86% | +3,163+2.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,015 | $42.4M | 0.57% | −14,622−10.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120,697 | $42.3M | 2.86% | −2,770−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 119,992 | $42.0M | 1.62% | −443−0.4% | Reduced |
| Defender Capital, LLC. | 119,091 | $41.7M | 15.10% | −10,673−8.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 118,981 | $41.7M | 14.15% | −138−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 118,965 | $41.7M | 1.18% | −12,057−9.2% | Reduced |
| Trust Co of Vermont | 118,884 | $41.6M | 2.81% | +3,117+2.7% | Added |
| Am Investment Strategies LLC | 118,586 | $41.5M | 13.49% | −2,560−2.1% | Reduced |
| British Columbia Investment Management Corp | 117,908 | $41.3M | 0.39% | +479+0.4% | Added |
| MAI Capital Management | 117,714 | $41.2M | 0.62% | +6,896+6.2% | Added |
| Valeo Financial Advisors, LLC | 284,807 | $41.2M | 1.88% | +10,410+3.8% | Added |
| Worldquant Millennium Advisors LLC | 117,075 | $41.0M | 0.63% | +24,002+25.8% | Added |
| Smith, Salley & Associates | 116,621 | $40.9M | 3.03% | +3,679+3.3% | Added |
| Harvey Investment Co LLC | 116,290 | $40.7M | 5.33% | −2,147−1.8% | Reduced |
| Pacer Advisors, Inc. | 115,912 | $40.6M | 0.16% | +4,871+4.4% | Added |
| Cook & Bynum Capital Management, LLC | 114,960 | $40.3M | 32.83% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 114,881 | $40.2M | 0.62% | +5,642+5.2% | Added |
| Macquarie Group Ltd | 268,979 | $40.2M | 0.05% | +176,205+189.9% | Added |
| Academy Capital Management Inc | 114,610 | $40.1M | 8.51% | −579−0.5% | Reduced |
| Asset Management Advisors, LLC | 114,608 | $40.1M | 37.66% | −574−0.5% | Reduced |
| Intech Investment Management LLC | 113,671 | $39.8M | 0.59% | −25,019−18.0% | Reduced |
| Ironvine Capital Partners, LLC | 113,626 | $39.8M | 5.11% | +422+0.4% | Added |
| Perfromance Wealth Partners, LLC | 113,554 | $39.8M | 1.93% | +6,038+5.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 113,329 | $39.7M | 17.23% | −3,604−3.1% | Reduced |
| Louisiana State Employees Retirement System | 113,000 | $39.6M | 0.91% | +2,700+2.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 112,767 | $39.5M | 0.23% | +4,366+4.0% | Added |
| Saybrook Capital | 112,760 | $39.5M | 11.90% | −2,552−2.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 111,112 | $38.9M | 3.34% | −410.0% | Reduced |
| New Capital Management LP | 111,060 | $38.9M | 13.50% | +111,060 | New |
| Wintrust Investments LLC | 110,837 | $38.8M | 4.07% | +3,677+3.4% | Added |
| Pinnacle Associates Ltd | 110,171 | $38.6M | 0.72% | +806+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 109,963 | $38.5M | 0.85% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 109,822 | $38.5M | 12.71% | −460.0% | Reduced |
| Elo Mutual Pension Insurance Co | 108,468 | $38.0M | 1.17% | +1,637+1.5% | Added |
| Exencial Wealth Advisors, LLC | 108,301 | $37.9M | 1.84% | −2,080−1.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 109,484 | $37.9M | 5.15% | −3,187−2.8% | Reduced |
| Nitorum Capital, L.P. | 108,145 | $37.9M | 4.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 107,934 | $37.8M | 0.54% | +1,482+1.4% | Added |
| Fulton Breakefield Broenniman LLC | 107,818 | $37.8M | 3.28% | +702+0.7% | Added |
| LSV Asset Management | 107,790 | $37.8M | 0.09% | −8,400−7.2% | Reduced |
| Culbertson A N & Co Inc | 107,005 | $37.5M | 7.52% | +73+0.1% | Added |
| Spears Abacus Advisors LLC | 106,928 | $37.5M | 3.21% | −2,628−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 105,054 | $36.8M | 0.75% | +18,235+21.0% | Added |
| Citadel Investment Advisory, Inc. | 107,905 | $36.8M | 24.10% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 104,291 | $36.5M | 16.79% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103,809 | $36.4M | 0.97% | +240.0% | Added |
| SFMG, LLC | 103,498 | $36.3M | 3.73% | −691−0.7% | Reduced |
| Close Asset Management Ltd | 103,187 | $36.1M | 1.86% | +4,325+4.4% | Added |
| Foundation Resource Management Inc | 103,095 | $36.1M | 5.99% | −463−0.4% | Reduced |
| South State Corp. | 102,905 | $36.0M | 3.42% | +440.0% | Added |
| Templeton & Phillips Capital Management, LLC | 102,792 | $36.0M | 37.93% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 102,669 | $36.0M | 2.64% | −1,675−1.6% | Reduced |
| Farmers & Merchants Investments Inc | 102,378 | $35.9M | 1.41% | −1,346−1.3% | Reduced |
| HB Wealth Management, LLC | 102,023 | $35.7M | 0.58% | +2,689+2.7% | Added |
| Philadelphia Trust Co | 101,812 | $35.7M | 3.66% | −6,263−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 101,662 | $35.6M | 1.26% | +63+0.1% | Added |
| Federated Hermes, Inc. | 101,062 | $35.4M | 0.09% | +10,324+11.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 100,941 | $35.4M | 0.53% | +9,167+10.0% | Added |
| Unigestion Holding SA | 99,716 | $34.9M | 2.14% | −16,709−14.4% | Reduced |
| Equitable Holdings, Inc. | 99,388 | $34.8M | 0.50% | +1,117+1.1% | Added |
| Grand Jean Capital Management Inc | 96,298 | $34.7M | 10.78% | −140.0% | Reduced |
| Brinker Capital Investments, LLC | 98,893 | $34.6M | 0.42% | −2,014−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 98,893 | $34.6M | 0.42% | −2,014−2.0% | Reduced |
| JustInvest LLC | 98,484 | $34.5M | 1.03% | +9,825+11.1% | Added |
| JFS Wealth Advisors, LLC | 98,454 | $34.5M | 3.25% | +856+0.9% | Added |
| Lincoln Capital LLC | 98,359 | $34.5M | 9.04% | −588−0.6% | Reduced |
| Modera Wealth Management, LLC | 97,640 | $34.2M | 0.64% | −1,124−1.1% | Reduced |
| First Nebraska Trust Co | 97,560 | $34.2M | 4.24% | +894+0.9% | Added |
| Western Wealth Management, LLC | 97,409 | $34.1M | 2.88% | +3,834+4.1% | Added |
| Allen Capital Group, LLC | 97,334 | $33.9M | 6.25% | +936+1.0% | Added |
| Prospector Partners LLC | 96,308 | $33.7M | 4.71% | +130+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 95,789 | $33.5M | 8.07% | −282−0.3% | Reduced |