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, Q1 2025
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2025. 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
- 4,559
- +122 vs. Q4 2024
- Shares held
- 879.4M
- +14.3M (+1.6%) vs. Q4 2024
- Total value
- $467.6B
- +$76.6B (+19.6%) vs. Q4 2024
- New holders
- 228
- 1,905 more added
- Sold out
- 106
- 1,798 more reduced
80 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HMV Wealth Advisors, LLC | 1,183 | $630.0K | 0.50% | −139−10.5% | Reduced |
| Cedar Wealth Management, LLC | 1,183 | $630.0K | 0.22% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,185 | $631.1K | 0.31% | −62−5.0% | Reduced |
| Carrera Capital Advisors | 1,188 | $632.7K | 0.14% | +313+35.8% | Added |
| DLK Investment Management, LLC | 1,191 | $634.3K | 0.27% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 1,192 | $634.8K | 1.62% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,193 | $635.4K | 0.04% | +1,193 | New |
| M3 Advisory Group, LLC | 1,193 | $635.5K | 0.50% | −205−14.7% | Reduced |
| Slocum, Gordon & Co LLP | 1,197 | $637.5K | 0.47% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 1,197 | $637.5K | 0.64% | −3−0.3% | Reduced |
| GFI Investment Counsel Ltd. | 1,197 | $637.5K | 0.07% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 1,199 | $638.8K | 0.63% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,297 | $639.0K | 0.30% | −56−4.1% | Reduced |
| GW&K Investment Management, LLC | 1,200 | $639.0K | 0.01% | +19+1.6% | Added |
| Rockline Wealth Management, LLC | 1,200 | $639.1K | 0.18% | +121+11.2% | Added |
| Windsor Capital Management, LLC | 1,201 | $639.6K | 0.20% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,202 | $640.2K | 0.34% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,202 | $640.2K | 1.33% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,203 | $640.7K | 0.02% | −4,503−78.9% | Reduced |
| Insight Financial Services | 1,206 | $642.3K | 0.52% | +137+12.8% | Added |
| Pioneer Wealth Management Group | 1,206 | $642.3K | 0.28% | +1,206 | New |
| Silverleafe Capital Partners, LLC | 1,208 | $643.4K | 0.22% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,214 | $646.6K | 0.49% | +6+0.5% | Added |
| Luts & Greenleigh Group, Inc | 1,214 | $646.6K | 0.64% | +34+2.9% | Added |
| Madden Securities Corp | 1,214 | $646.6K | 0.25% | −10−0.8% | Reduced |
| Friday Financial | 1,204 | $647.4K | 0.39% | +320+36.2% | Added |
| Fusion Family Wealth LLC | 1,216 | $647.6K | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,218 | $648.7K | 0.75% | −2,990−71.1% | Reduced |
| Louisbourg Investments Inc. | 1,218 | $648.7K | 0.18% | +10+0.8% | Added |
| Leeward Financial Partners, LLC | 1,219 | $649.2K | 0.24% | 00.0% | Unchanged |
| Finward Bancorp | 1,219 | $649.2K | 0.56% | +52+4.5% | Added |
| R. W. Roge & Company, Inc. | 1,221 | $650.0K | 0.36% | 00.0% | Unchanged |
| Creekside Partners | 1,222 | $650.8K | 0.34% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 1,223 | $651.3K | 0.45% | +24+2.0% | Added |
| Clarity Capital Partners LLC | 1,223 | $651.3K | 0.26% | +404+49.3% | Added |
| Peddock Capital Advisors, LLC | 1,224 | $651.9K | 0.17% | +36+3.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $652.9K | 0.30% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,228 | $654.0K | 0.22% | +699+132.1% | Added |
| Fire Capital Management LLC | 1,229 | $654.5K | 0.48% | +1+0.1% | Added |
| Ade, LLC | 1,230 | $655.1K | 0.38% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 1,305 | $656.0K | 0.33% | +1,305 | New |
| Blackhawk Capital Partners LLC. | 1,233 | $656.7K | 0.34% | −26−2.1% | Reduced |
| RF&L Wealth Management, LLC | 1,233 | $656.7K | 0.47% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,233 | $656.7K | 0.28% | +104+9.2% | Added |
| Intellus Advisors LLC | 1,236 | $658.3K | 0.12% | −95−7.1% | Reduced |
| Sunburst Financial Group, LLC | 1,239 | $659.9K | 0.16% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 1,239 | $659.9K | 0.62% | +8+0.6% | Added |
| Trevian Wealth Management LLC | 1,239 | $660.0K | 0.47% | −40−3.1% | Reduced |
| Yoffe Investment Management, LLC | 1,241 | $660.9K | 0.97% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,241 | $661.1K | 0.13% | −7,225−85.3% | Reduced |
| Union Savings Bank | 1,243 | $662.0K | 0.32% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,243 | $662.0K | 0.52% | −40−3.1% | Reduced |
| Sanders Morris Harris LLC | 1,243 | $662.1K | 0.10% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 1,246 | $663.6K | 0.52% | +11+0.9% | Added |
| Gouws Capital LLC | 1,246 | $663.6K | 0.43% | +71+6.0% | Added |
| KRS Capital Management, LLC | 1,247 | $664.1K | 0.53% | −30−2.3% | Reduced |
| Congress Asset Management Co | 1,250 | $665.7K | 0.00% | −325−20.6% | Reduced |
| Skylands Capital, LLC | 1,250 | $665.7K | 0.10% | −200−13.8% | Reduced |
| LeConte Wealth Management, LLC | 1,256 | $668.9K | 0.43% | +1,256 | New |
| Iron Financial, LLC | 1,257 | $669.5K | 0.38% | +244+24.1% | Added |
| Financial Council Asset Management Inc | 1,263 | $672.6K | 0.36% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 1,263 | $672.6K | 0.03% | +22+1.8% | Added |
| Burk Holdings LLC | 1,265 | $673.7K | 0.51% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,268 | $675.3K | 0.04% | −1,794−58.6% | Reduced |
| Aspen Wealth Strategies, LLC | 1,269 | $675.8K | 0.44% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,270 | $676.4K | 0.19% | −218−14.7% | Reduced |
| Integrity Investment Advisors, LLC | 1,270 | $676.4K | 0.62% | +1,270 | New |
| Rialto Wealth Management, LLC | 1,272 | $677.4K | 0.21% | +63+5.2% | Added |
| Bellevue Asset Management, LLC | 1,273 | $678.0K | 0.37% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,274 | $678.5K | 0.21% | −13−1.0% | Reduced |
| Beech Hill Advisors, Inc. | 1,275 | $679.0K | 0.27% | −1,550−54.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,275 | $679.0K | 0.32% | −6−0.5% | Reduced |
| Benchmark Investment Advisors LLC | 1,276 | $679.6K | 0.44% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,278 | $680.6K | 0.11% | +3+0.2% | Added |
| Inman Jager Wealth Management, LLC | 1,279 | $681.2K | 0.51% | −39−3.0% | Reduced |
| Shum Financial Group, Inc. | 1,280 | $681.7K | 0.59% | −24−1.8% | Reduced |
| Invenio Wealth Partners LLC | 1,281 | $682.2K | 0.29% | +514+67.0% | Added |
| Woodward Diversified Capital, LLC | 1,282 | $682.8K | 0.48% | −515−28.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,285 | $684.4K | 0.09% | +1+0.1% | Added |
| CapitalatWork S.A. | – | $685.0K | 0.02% | – | – |
| City National Bank of Florida | 1,288 | $686.0K | 0.62% | +82+6.8% | Added |
| Vision Capital Management, Inc. | 1,291 | $687.6K | 0.10% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 1,294 | $689.2K | 0.31% | +21+1.6% | Added |
| Peterson Wealth Management | 1,297 | $690.8K | 0.46% | −4,428−77.3% | Reduced |
| Balentine LLC | 1,297 | $690.8K | 0.03% | −100−7.2% | Reduced |
| Provident Investment Management, Inc. | 1,297 | $690.8K | 0.07% | +10+0.8% | Added |
| Castleview Partners, LLC | 1,298 | $691.3K | 0.47% | +785+153.0% | Added |
| Morling Financial Advisors, LLC | 1,298 | $691.3K | 0.24% | +343+35.9% | Added |
| Renaissance Investment Group LLC | 1,300 | $692.3K | 0.17% | −79−5.7% | Reduced |
| Grace & White Inc | 1,300 | $692.4K | 0.13% | +300+30.0% | Added |
| Talbot Financial, LLC | 1,301 | $692.9K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,301 | $692.9K | 0.21% | +24+1.9% | Added |
| Northcape Wealth Management, LLC | 1,305 | $695.0K | 0.22% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,307 | $696.1K | 0.00% | +1,307 | New |
| Virtus Wealth Solutions LLC | 1,308 | $696.4K | 0.21% | −56−4.1% | Reduced |
| Goldstream Capital Management Ltd | 1,308 | $696.6K | 0.47% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,310 | $697.7K | 0.26% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,333 | $698.1K | 0.38% | +194+17.0% | Added |
| Redmont Wealth Advisors LLC | 1,311 | $698.2K | 1.36% | −714−35.3% | Reduced |
| Client 1st Advisory Group, LLC | 1,313 | $699.3K | 0.27% | +64+5.1% | Added |