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 |
|---|---|---|---|---|---|
| Constant Guidance Financial LLC | 69,413 | $24.1M | 31.86% | +69,413 | New |
| Solitude Financial Services | 68,766 | $24.1M | 13.60% | −2,010−2.8% | Reduced |
| Aspiriant, LLC | 68,746 | $24.1M | 1.23% | −172−0.2% | Reduced |
| Albion Financial Group | 68,220 | $23.9M | 2.21% | −1,145−1.7% | Reduced |
| WS Management LLLP | 68,105 | $23.9M | 3.07% | −55,500−44.9% | Reduced |
| Overbrook Management Corp | 67,904 | $23.8M | 5.54% | −3,119−4.4% | Reduced |
| WSFS Capital Management, LLC | 67,841 | $23.8M | 1.55% | +2,075+3.2% | Added |
| Wolverine Trading, LLC | 67,288 | $23.6M | 0.24% | −17,412−20.6% | Reduced |
| Becker Capital Management Inc | 66,937 | $23.4M | 0.93% | −1,094−1.6% | Reduced |
| Sowell Financial Services LLC | 66,514 | $23.3M | 1.46% | +1,342+2.1% | Added |
| CWA Asset Management Group, LLC | 66,368 | $23.2M | 1.72% | +442+0.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 66,213 | $23.2M | 2.29% | −725−1.1% | Reduced |
| Merit Financial Group, LLC | 65,812 | $23.1M | 0.76% | −677−1.0% | Reduced |
| NWF Advisory Services Inc. | 65,655 | $23.0M | 5.41% | +1,267+2.0% | Added |
| Signaturefd, LLC | 65,650 | $23.0M | 0.60% | +315+0.5% | Added |
| Axxcess Wealth Management, LLC | 65,170 | $22.8M | 0.78% | +19,824+43.7% | Added |
| Security National Bank | 63,920 | $22.8M | 6.40% | −631−1.0% | Reduced |
| Gabelli Funds LLC | 64,900 | $22.7M | 0.18% | +150+0.2% | Added |
| M&R Capital Management Inc | 64,824 | $22.7M | 6.22% | +108+0.2% | Added |
| Main Street Research LLC | 64,621 | $22.6M | 2.33% | +55,094+578.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 64,443 | $22.6M | 1.76% | +427+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 64,365 | $22.5M | 1.01% | −772−1.2% | Reduced |
| Shufro Rose & Co LLC | 64,193 | $22.5M | 2.13% | −416−0.6% | Reduced |
| Torray LLC | 64,106 | $22.5M | 3.96% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 64,029 | $22.4M | 7.85% | −190.0% | Reduced |
| Stratos Wealth Partners, LTD. | 64,019 | $22.4M | 0.48% | +4,200+7.0% | Added |
| Baker Ellis Asset Management LLC | 63,964 | $22.4M | 4.02% | +1,165+1.9% | Added |
| Ferguson Wellman Capital Management, Inc | 63,404 | $22.2M | 0.54% | −482−0.8% | Reduced |
| Boston Family Office LLC | 63,179 | $22.1M | 1.81% | −156−0.2% | Reduced |
| Metis Global Partners, LLC | 62,701 | $22.0M | 1.06% | +12,237+24.2% | Added |
| Callahan Advisors, LLC | 62,592 | $21.9M | 2.75% | +33+0.1% | Added |
| Choate Investment Advisors | 62,510 | $21.9M | 0.86% | +3,014+5.1% | Added |
| Pictet & Cie (Europe) SA | 62,170 | $21.8M | 0.76% | +5,166+9.1% | Added |
| Rothschild Investment Corp | 62,003 | $21.7M | 1.83% | +925+1.5% | Added |
| Roberts Glore & Co Inc | 61,879 | $21.7M | 7.16% | −2,022−3.2% | Reduced |
| Shell Asset Management Co | 61,587 | $21.6M | 0.89% | −12,995−17.4% | Reduced |
| Cabot Wealth Management Inc | 61,570 | $21.6M | 3.31% | +154+0.3% | Added |
| Van Den Berg Management I, Inc | 61,548 | $21.6M | 7.56% | −1,667−2.6% | Reduced |
| Nwam LLC | 61,452 | $21.5M | 2.18% | +2,618+4.4% | Added |
| Sittner & Nelson, LLC | 61,192 | $21.4M | 12.35% | +123+0.2% | Added |
| Pinnacle Financial Partners Inc | 60,897 | $21.3M | 0.55% | −7,006−10.3% | Reduced |
| Hendley & Co Inc | 60,856 | $21.3M | 8.59% | −82−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 60,852 | $21.3M | 3.05% | −338−0.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 60,605 | $21.2M | 2.57% | −526−0.9% | Reduced |
| Guggenheim Capital LLC | 60,453 | $21.2M | 0.18% | −3,254−5.1% | Reduced |
| Gateway Advisory, LLC | 60,442 | $21.2M | 4.32% | +1,273+2.2% | Added |
| Prudential PLC | 60,429 | $21.2M | 0.25% | −20,673−25.5% | Reduced |
| Ci Investments Inc. | 60,276 | $21.1M | 0.12% | −1,212−2.0% | Reduced |
| Dakota Wealth Management | 60,123 | $21.1M | 0.93% | +70.0% | Added |
| Sandy Spring Bank | 60,077 | $21.0M | 1.17% | +3,753+6.7% | Added |
| Westchester Capital Management, Inc. | 60,031 | $21.0M | 6.02% | −194−0.3% | Reduced |
| ProVise Management Group, LLC | 59,809 | $21.0M | 1.95% | +2,458+4.3% | Added |
| Hi-Line Capital Management, LLC | 59,759 | $20.9M | 7.71% | −314−0.5% | Reduced |
| Wade G W & Inc | 59,310 | $20.8M | 0.77% | +4,795+8.8% | Added |
| Carret Asset Management, LLC | 59,289 | $20.8M | 2.89% | +145+0.2% | Added |
| Bleakley Financial Group, LLC | 59,284 | $20.8M | 0.73% | −4,711−7.4% | Reduced |
| Norinchukin Bank, The | 59,283 | $20.8M | 0.49% | +980+1.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 59,068 | $20.6M | 14.84% | −114−0.2% | Reduced |
| Fiduciary Group LLC | 58,395 | $20.5M | 2.61% | −519−0.9% | Reduced |
| Eagle Capital Management LLC | 58,266 | $20.4M | 0.09% | −112−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 58,152 | $20.4M | 0.36% | +1,665+2.9% | Added |
| Beaumont Financial Advisors, LLC | 57,954 | $20.3M | 2.03% | +20.0% | Added |
| Knights of Columbus Asset Advisors LLC | 57,855 | $20.3M | 1.85% | +1,371+2.4% | Added |
| Clear Harbor Asset Management, LLC | 57,588 | $20.2M | 2.11% | −275−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 57,561 | $20.2M | 0.55% | +1,309+2.3% | Added |
| Georgetown University | 57,192 | $20.0M | 7.25% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 57,260 | $20.0M | 11.20% | +7,383+14.8% | Added |
| Unconventional Investor, LLC | 57,055 | $20.0M | 17.51% | +625+1.1% | Added |
| WoodTrust Financial Corp | 57,028 | $20.0M | 3.82% | −1,133−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 56,973 | $20.0M | 2.25% | −727−1.3% | Reduced |
| WCG Wealth Advisors LLC | 55,919 | $19.9M | 1.45% | +55,919 | New |
| Agf Management Ltd | 56,646 | $19.8M | 0.14% | +54,007+2,046.5% | Added |
| Elkhorn Partners Limited Partnership | 56,560 | $19.8M | 12.96% | −930−1.6% | Reduced |
| Motley Fool Asset Management LLC | 56,198 | $19.7M | 1.58% | +4,596+8.9% | Added |
| Pacific Global Investment Management CO | 55,968 | $19.6M | 4.31% | −759−1.3% | Reduced |
| Greenwood Gearhart Inc | 55,744 | $19.5M | 2.31% | +265+0.5% | Added |
| Perigon Wealth Management, LLC | 55,490 | $19.4M | 0.79% | −386−0.7% | Reduced |
| RSM US Wealth Management LLC | 55,449 | $19.4M | 0.69% | −910−1.6% | Reduced |
| Ruffer LLP | 54,336 | $19.4M | 1.07% | −1,520−2.7% | Reduced |
| Account Management LLC | 55,223 | $19.3M | 26.76% | −1,000−1.8% | Reduced |
| Satovsky Asset Management LLC | 55,190 | $19.3M | 6.55% | +588+1.1% | Added |
| Vontobel Holding Ltd. | 55,080 | $19.3M | 0.18% | −12,501−18.5% | Reduced |
| Advisory Services Network, LLC | 54,975 | $19.3M | 0.52% | +7,923+16.8% | Added |
| Cary Street Partner Investment Advisory LLC | 54,749 | $19.2M | 1.03% | +3,037+5.9% | Added |
| Clearstead Advisors, LLC | 54,674 | $19.2M | 1.18% | +2,404+4.6% | Added |
| Polaris Wealth Advisory Group, LLC | 54,369 | $19.0M | 1.45% | +8,856+19.5% | Added |
| Chilton Investment Co LLC | 54,252 | $19.0M | 0.61% | +191+0.4% | Added |
| Gillespie Robinson & Grimm Inc | 54,170 | $19.0M | 1.90% | −1,500−2.7% | Reduced |
| Novare Capital Management LLC | 54,097 | $19.0M | 2.14% | −159−0.3% | Reduced |
| Absher Wealth Management, LLC | 54,002 | $18.9M | 3.15% | −2,508−4.4% | Reduced |
| Wealthspire Advisors, LLC | 53,640 | $18.8M | 0.31% | +15,657+41.2% | Added |
| Belpointe Asset Management LLC | 53,562 | $18.8M | 1.94% | +2,265+4.4% | Added |
| Madison Wealth Management | 53,472 | $18.7M | 3.94% | −48−0.1% | Reduced |
| Mirador Capital Partners LP | 53,437 | $18.7M | 4.26% | +173+0.3% | Added |
| Aptus Capital Advisors, LLC | 53,299 | $18.7M | 0.55% | +2,569+5.1% | Added |
| Hunter Perkins Capital Management, LLC | 53,254 | $18.7M | 4.01% | −38,407−41.9% | Reduced |
| Osher Van de Voorde Investment Management | 53,119 | $18.6M | 4.66% | −100.0% | Reduced |
| ABN AMRO Bank N.V. | 53,016 | $18.6M | 0.33% | +17,685+50.1% | Added |
| Focus Financial Network, Inc. | 53,047 | $18.6M | 1.05% | +1,946+3.8% | Added |
| David Loasby | 53,855 | $18.5M | 2.05% | +4,995+10.2% | Added |