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 |
|---|---|---|---|---|---|
| Schwab Charitable Fund | 1,316 | $700.9K | 0.02% | +94+7.7% | Added |
| Financial Advisors, LLC | 1,317 | $701.4K | 0.14% | −109−7.6% | Reduced |
| Abbot Financial Management, Inc. | 1,321 | $703.5K | 0.36% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,324 | $705.1K | 0.39% | +10+0.8% | Added |
| Cutler Capital Management, LLC | 1,330 | $708.3K | 0.25% | −6−0.4% | Reduced |
| Trace Wealth Advisors, LLC | 1,330 | $708.3K | 0.63% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 1,331 | $708.9K | 0.34% | +137+11.5% | Added |
| Define Financial, LLC | 1,353 | $709.1K | 0.54% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,332 | $709.4K | 0.77% | +55+4.3% | Added |
| Family Investment Center, Inc. | 1,333 | $709.9K | 0.17% | −1,304−49.5% | Reduced |
| CSS LLC | 1,333 | $709.9K | 0.05% | 00.0% | Unchanged |
| Sentinus, LLC | 1,338 | $712.6K | 0.20% | +753+128.7% | Added |
| Caerus Investment Advisors, LLC | 1,344 | $715.8K | 0.69% | −447−25.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $716.9K | 0.03% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 1,346 | $716.9K | 0.21% | +100+8.0% | Added |
| Arcadia Wealth Management, LLC | 1,346 | $716.9K | 0.35% | +60+4.7% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,358 | $718.2K | 0.34% | +554+68.9% | Added |
| Bonness Enterprises Inc | 1,350 | $719.0K | 0.23% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $719.0K | 0.46% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,353 | $720.6K | 0.28% | −68−4.8% | Reduced |
| Financial Advisors Network, Inc. | 1,354 | $721.1K | 0.12% | +117+9.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,359 | $723.8K | 0.05% | +1,359 | New |
| Bernardo Wealth Planning LLC | 1,360 | $724.0K | 0.17% | +111+8.9% | Added |
| Veridan Wealth LLC | 1,360 | $724.3K | 0.33% | +192+16.4% | Added |
| Latitude Advisors, LLC | 1,362 | $725.2K | 0.42% | −20−1.4% | Reduced |
| Cape Ann Savings Bank | 1,363 | $725.9K | 0.46% | 00.0% | Unchanged |
| Cowa, LLC | 1,365 | $727.0K | 0.31% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,366 | $727.4K | 0.34% | +25+1.9% | Added |
| Running Point Capital Advisors, LLC | 1,366 | $727.5K | 0.23% | +22+1.6% | Added |
| Thrive Capital Management, LLC | 1,367 | $728.0K | 0.43% | +1,367 | New |
| Gainplan LLC | 1,367 | $728.0K | 0.47% | −235−14.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 950 | $728.2K | 0.23% | +950 | New |
| Aua Capital Management, LLC | 1,370 | $729.6K | 0.47% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 1,370 | $730.0K | 0.90% | +10+0.7% | Added |
| English Capital Management LLC | 1,371 | $730.2K | 0.54% | −2,119−60.7% | Reduced |
| Frazier Financial Advisors, LLC | 1,371 | $730.3K | 0.56% | −72−5.0% | Reduced |
| Engineers Gate Manager LP | 1,372 | $730.7K | 0.01% | −29,860−95.6% | Reduced |
| SWP Financial LLC | 1,373 | $731.3K | 0.45% | +59+4.5% | Added |
| Signet Financial Management, LLC | 1,376 | $732.8K | 0.10% | −26−1.9% | Reduced |
| Petros Family Wealth, LLC | 1,377 | $733.4K | 0.81% | +179+14.9% | Added |
| Clarity Asset Management, Inc. | 1,377 | $733.6K | 0.47% | +788+133.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,379 | $734.4K | 0.21% | −13,641−90.8% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,379 | $734.4K | 0.33% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 1,379 | $734.4K | 0.27% | +68+5.2% | Added |
| Kure Advisory, LLC | 1,382 | $736.0K | 0.56% | +1,382 | New |
| SilverOak Wealth Management LLC | 1,384 | $737.1K | 0.16% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,384 | $737.1K | 0.66% | +288+26.3% | Added |
| Cetera Trust Company, N.A | 1,387 | $738.7K | 0.47% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,389 | $739.8K | 0.26% | −37−2.6% | Reduced |
| Iams Wealth Management, LLC | 1,391 | $740.8K | 0.34% | +126+10.0% | Added |
| FC Advisory LLC | 1,392 | $741.4K | 0.25% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,394 | $742.4K | 0.31% | −52−3.6% | Reduced |
| Mendel Capital Management LLC | 1,396 | $743.5K | 0.45% | −12−0.9% | Reduced |
| DGS Capital Management, LLC | 1,399 | $745.1K | 0.20% | −590−29.7% | Reduced |
| Sendero Wealth Management, LLC | 1,399 | $745.1K | 0.10% | +229+19.6% | Added |
| North Forty Two & Co. | 1,400 | $745.6K | 0.83% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,400 | $745.6K | 0.22% | +45+3.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,400 | $745.6K | 0.25% | +105+8.1% | Added |
| Integrity Wealth Solutions LLC | 1,402 | $746.5K | 0.40% | +2+0.1% | Added |
| Millennium Capital Advisors, LLC | 1,402 | $746.7K | 0.55% | +46+3.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 1,402 | $746.7K | 0.38% | +60+4.5% | Added |
| Goldstein Advisors, LLC | 1,402 | $746.7K | 0.11% | +188+15.5% | Added |
| Alternative Investment Advisors, LLC. | 1,405 | $748.3K | 0.40% | −927−39.8% | Reduced |
| PFW Advisors LLC | 1,405 | $748.3K | 0.23% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,447 | $749.9K | 0.10% | −1,048−42.0% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,408 | $749.9K | 0.43% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,409 | $750.4K | 0.49% | −27−1.9% | Reduced |
| Avos Capital Management, LLC | 1,414 | $753.1K | 0.50% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,414 | $753.1K | 0.45% | +48+3.5% | Added |
| Luminvest Wealth Management LLC | 1,416 | $754.1K | 0.31% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,417 | $754.7K | 0.66% | −8−0.6% | Reduced |
| Cora Capital Advisors LLC | 1,417 | $754.7K | 0.36% | −4−0.3% | Reduced |
| Weinberger Asset Management, Inc | 1,419 | $755.7K | 0.32% | −33−2.3% | Reduced |
| Gitterman Wealth Management, LLC | 1,420 | $756.3K | 0.20% | −166−10.5% | Reduced |
| Capital Investment Counsel, Inc | 1,420 | $756.3K | 0.11% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 1,422 | $757.0K | 0.62% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,424 | $758.4K | 0.38% | +400+39.1% | Added |
| Members Wealth LLC | 1,426 | $759.2K | 0.57% | +14+1.0% | Added |
| Triad Wealth Partners, LLC | 1,426 | $759.4K | 0.24% | +466+48.5% | Added |
| Integral Investment Advisors, Inc. | 1,426 | $759.5K | 0.24% | +497+53.5% | Added |
| Melone Private Wealth, LLC | 1,428 | $760.5K | 0.40% | −43−2.9% | Reduced |
| Duncker Streett & Co Inc | 1,428 | $760.5K | 0.15% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,428 | $760.5K | 0.28% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,431 | $762.1K | 0.09% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,431 | $762.1K | 0.42% | 00.0% | Unchanged |
| Coerente Capital Management | 1,435 | $764.3K | 0.15% | −20−1.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,435 | $764.3K | 0.15% | −18−1.2% | Reduced |
| GK Wealth Management LLC | 1,439 | $766.6K | 0.96% | +257+21.7% | Added |
| Optima Capital LLC | 1,440 | $766.9K | 0.49% | +9+0.6% | Added |
| Independence Financial Advisors, LLC | 1,444 | $768.8K | 0.29% | +1,444 | New |
| Fortitude Advisory Group L.L.C. | 1,495 | $772.1K | 0.56% | +241+19.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 1,450 | $772.2K | 0.30% | −28−1.9% | Reduced |
| Mechanics Financial Corp | 1,450 | $772.2K | 0.35% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,451 | $772.8K | 0.29% | +119+8.9% | Added |
| Villere St Denis J & Co LLC | 1,453 | $773.8K | 0.07% | −100−6.4% | Reduced |
| Sentinel Trust Co Lba | 1,454 | $774.0K | 0.09% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,454 | $774.0K | 0.11% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,461 | $778.1K | 0.55% | +7+0.5% | Added |
| Outlook Wealth Advisors, LLC | 1,462 | $778.6K | 0.22% | −55−3.6% | Reduced |
| Horizon Bancorp Inc | 1,462 | $779.0K | 0.44% | −99−6.3% | Reduced |