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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 95,711 | $33.5M | 2.02% | +3,981+4.3% | Added |
| Nations Financial Group Inc, | 95,644 | $33.5M | 3.37% | +17,577+22.5% | Added |
| WealthPLAN Partners, LLC | 95,636 | $33.5M | 3.89% | +14,695+18.2% | Added |
| Avalon Trust Co | 95,615 | $33.5M | 3.32% | −17,308−15.3% | Reduced |
| Front Street Capital Management, Inc. | 97,112 | $33.4M | 7.33% | +29,417+43.5% | Added |
| Waratah Capital Advisors Ltd. | 94,839 | $33.2M | 1.52% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 94,732 | $33.2M | 27.82% | −965−1.0% | Reduced |
| New Mexico Educational Retirement Board | 94,657 | $33.2M | 1.42% | +7,100+8.1% | Added |
| Natixis Investment Managers International | 94,550 | $33.1M | 2.56% | +315+0.3% | Added |
| True North Advisors, LLC | 93,612 | $32.8M | 10.10% | −68−0.1% | Reduced |
| Hutchinson Capital Management | 93,524 | $32.8M | 7.70% | −1,463−1.5% | Reduced |
| First National Bank of Omaha | 93,222 | $32.7M | 2.12% | +5,556+6.3% | Added |
| Gamco Investors, Inc. Et Al | 92,699 | $32.5M | 0.38% | −12,691−12.0% | Reduced |
| Cetera Investment Advisers | 92,095 | $32.3M | 0.28% | +4,803+5.5% | Added |
| Lee Financial Co | 92,018 | $32.2M | 6.01% | +918+1.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 91,074 | $31.9M | 4.66% | −16,110−15.0% | Reduced |
| Greenbrier Partners Capital Management, LLC | 90,604 | $31.7M | 3.58% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 90,600 | $31.7M | 1.48% | −61,100−40.3% | Reduced |
| GoodHaven Capital Management, LLC | 90,564 | $31.7M | 16.64% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 90,438 | $31.7M | 0.24% | −302−0.3% | Reduced |
| Regions Financial Corp | 89,916 | $31.5M | 0.28% | +2,302+2.6% | Added |
| American Financial Advisors, LLC | 89,833 | $31.5M | 4.96% | +89,833 | New |
| Brandes Investment Partners, LP | 89,549 | $31.4M | 0.61% | +10,039+12.6% | Added |
| Associated Banc-Corp | 89,254 | $31.3M | 1.21% | +2,433+2.8% | Added |
| Compagnie Lombard Odier SCmA | 89,015 | $31.2M | 0.72% | +89,015 | New |
| SP Asset Management LLC | 88,765 | $31.1M | 3.49% | −182−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 88,620 | $31.0M | 0.15% | +88,620 | New |
| Spinnaker Trust | 88,534 | $31.0M | 2.33% | +1,840+2.1% | Added |
| Tower Research Capital LLC (TRC) | 88,223 | $30.9M | 0.97% | +66,106+298.9% | Added |
| Johnson Investment Counsel Inc | 88,025 | $30.8M | 0.40% | +3,784+4.5% | Added |
| Bokf, NA | 90,333 | $30.8M | 0.68% | −621−0.7% | Reduced |
| Atria Investments LLC | 86,525 | $30.3M | 0.54% | +5,855+7.3% | Added |
| Boston Trust Walden Corp | 86,309 | $30.2M | 0.25% | −306−0.4% | Reduced |
| Waverton Investment Management Ltd | 85,765 | $30.0M | 0.87% | +370.0% | Added |
| Teewinot Capital Advisers, L.L.C. | 85,709 | $30.0M | 4.80% | +22,658+35.9% | Added |
| Private Wealth Partners, LLC | 85,554 | $30.0M | 2.87% | −1,690−1.9% | Reduced |
| Cobblestone Capital Advisors LLC | 85,329 | $29.9M | 2.22% | +288+0.3% | Added |
| Allworth Financial LP | 84,601 | $29.6M | 0.25% | +2,025+2.5% | Added |
| Aquatic Capital Management LLC | 83,000 | $29.1M | 1.21% | +83,000 | New |
| Gotham Asset Management, LLC | 82,913 | $29.0M | 0.60% | −369−0.4% | Reduced |
| Advisor Partners II, LLC | 82,533 | $28.9M | 1.16% | +7,037+9.3% | Added |
| Reik & Co., LLC | 82,248 | $28.8M | 8.44% | −149−0.2% | Reduced |
| Ycg, LLC | 82,049 | $28.7M | 2.65% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 81,450 | $28.5M | 1.29% | −904−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 81,312 | $28.5M | 0.58% | +2,380+3.0% | Added |
| Cadinha & Co LLC | 81,246 | $28.5M | 6.29% | +1,521+1.9% | Added |
| White Pine Investment CO | 80,735 | $28.3M | 9.94% | −1,277−1.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 79,686 | $27.9M | 0.05% | −352,291−81.6% | Reduced |
| Crossmark Global Holdings, Inc. | 80,082 | $27.9M | 0.63% | −118−0.1% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 79,558 | $27.9M | 9.33% | −60.0% | Reduced |
| Lincoln National Corp | 79,479 | $27.8M | 0.56% | +1,868+2.4% | Added |
| Nichols & Pratt Advisers LLP | 79,139 | $27.7M | 2.10% | −2,548−3.1% | Reduced |
| YHB Investment Advisors, Inc. | 78,923 | $27.6M | 2.55% | −263−0.3% | Reduced |
| Baskin Financial Services Inc. | 78,867 | $27.6M | 2.80% | −463−0.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 78,528 | $27.5M | 7.05% | −20.0% | Reduced |
| Braun Stacey Associates Inc | 78,239 | $27.4M | 1.33% | −495−0.6% | Reduced |
| Assetmark, Inc | 78,221 | $27.4M | 0.11% | +1,495+1.9% | Added |
| D'Orazio & Associates, Inc. | 77,967 | $27.3M | 6.13% | −502−0.6% | Reduced |
| National Asset Management, Inc. | 77,909 | $27.3M | 0.74% | −137,470−63.8% | Reduced |
| PYA Waltman Capital, LLC | 76,779 | $26.9M | 11.39% | −22,605−22.7% | Reduced |
| Achmea Investment Management B.V. | 76,353 | $26.7M | 0.58% | +2,453+3.3% | Added |
| Strata Wealth Advisors, LLC | 76,312 | $26.7M | 12.87% | +76,312 | New |
| Jones Financial Companies LLLP | 76,229 | $26.7M | 0.04% | −3,094−3.9% | Reduced |
| Hoylecohen, LLC | 75,992 | $26.6M | 2.47% | +1,565+2.1% | Added |
| Magellan Asset Management Ltd | 75,979 | $26.6M | 0.28% | 00.0% | Unchanged |
| Pecaut & Co. | 75,852 | $26.6M | 11.12% | +3,014+4.1% | Added |
| Quantinno Capital Management LP | 75,728 | $26.5M | 1.21% | +16,474+27.8% | Added |
| PGGM Investments | 75,497 | $26.4M | 0.46% | +69,824+1,230.8% | Added |
| Metropolitan Life Insurance Co | 75,455 | $26.4M | 1.37% | −2,261−2.9% | Reduced |
| Live Oak Private Wealth LLC | 75,159 | $26.3M | 5.60% | +45+0.1% | Added |
| Harspring Capital Management, LLC | 75,000 | $26.3M | 6.97% | −14,000−15.7% | Reduced |
| Parallel Advisors, LLC | 74,843 | $26.2M | 0.87% | +2,769+3.8% | Added |
| LGT Group Foundation | 75,321 | $26.2M | 0.65% | −1,543−2.0% | Reduced |
| Bard Financial Services, Inc. | 74,485 | $26.1M | 3.22% | +650+0.9% | Added |
| Freestone Capital Holdings, LLC | 74,377 | $26.1M | 1.38% | −1,084−1.4% | Reduced |
| United Community Bank | 74,071 | $25.9M | 12.71% | −472−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 74,020 | $25.9M | 5.72% | −270−0.4% | Reduced |
| Red Door Wealth Management, LLC | 73,828 | $25.9M | 6.48% | −3,288−4.3% | Reduced |
| Wharton Business Group, LLC | 73,463 | $25.7M | 1.43% | +2,773+3.9% | Added |
| Country Club Bank | 72,029 | $25.7M | 2.09% | −647−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 73,371 | $25.7M | 0.43% | −106−0.1% | Reduced |
| Stephens Inc | 73,232 | $25.7M | 0.49% | −14,633−16.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 72,543 | $25.4M | 1.09% | 00.0% | Unchanged |
| Twinbeech Capital LP | 72,005 | $25.2M | 0.48% | +72,005 | New |
| First Citizens Bank & Trust Co | 71,617 | $25.1M | 0.49% | −4,395−5.8% | Reduced |
| Man Group plc | – | $25.0M | 0.08% | – | – |
| Sprucegrove Investment Management Ltd | 71,213 | $24.9M | 1.57% | −5,951−7.7% | Reduced |
| Professional Advisory Services Inc | 71,071 | $24.9M | 4.09% | −5,787−7.5% | Reduced |
| Independent Advisor Alliance | 70,602 | $24.7M | 1.12% | −9,677−12.1% | Reduced |
| Steginsky Capital LLC | 70,525 | $24.7M | 7.59% | −2,233−3.1% | Reduced |
| Rbo & Co LLC | 70,375 | $24.7M | 4.48% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 70,205 | $24.6M | 0.79% | −4,688−6.3% | Reduced |
| Mill Capital Management, LLC | 70,043 | $24.5M | 2.40% | +982+1.4% | Added |
| Alaska Permanent Fund Corp | 69,724 | $24.4M | 0.46% | +5,517+8.6% | Added |
| Kanawha Capital Management LLC | 69,677 | $24.4M | 2.37% | −83−0.1% | Reduced |
| LMCG Investments, LLC | 69,497 | $24.3M | 1.64% | −1,050−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 69,329 | $24.3M | 0.45% | +22,390+47.7% | Added |
| Sierra Capital LLC | 69,101 | $24.2M | 3.89% | 00.0% | Unchanged |
| Menlo Advisors LLC | 68,947 | $24.2M | 15.87% | −8,006−10.4% | Reduced |
| Massmutual Trust Co FSB | 68,918 | $24.1M | 0.89% | +526+0.8% | Added |