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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 1,464 | $779.7K | 0.53% | −2,024−58.0% | Reduced |
| 49 Wealth Management, LLC | 1,464 | $779.7K | 0.09% | −262−15.2% | Reduced |
| Crestmont Private Wealth LLC | 1,465 | $780.2K | 0.34% | +197+15.5% | Added |
| Alpha Financial Partners, LLC | 1,468 | $781.8K | 0.63% | −40−2.7% | Reduced |
| Logan Capital Management Inc | 1,468 | $781.8K | 0.04% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,469 | $782.0K | 0.31% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,470 | $782.9K | 0.23% | −50−3.3% | Reduced |
| Easterly Investment Partners LLC | 1,470 | $782.9K | 0.07% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,472 | $784.0K | 0.19% | −9−0.6% | Reduced |
| Raffa Wealth Management, LLC | 1,474 | $785.0K | 0.18% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,477 | $786.6K | 0.54% | +114+8.4% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,480 | $788.2K | 0.52% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,481 | $788.8K | 0.30% | +46+3.2% | Added |
| Brooks, Moore & Associates, Inc. | 1,485 | $790.9K | 0.45% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,485 | $790.9K | 0.24% | +345+30.3% | Added |
| EnRich Financial Partners LLC | 1,486 | $791.4K | 0.27% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,491 | $794.1K | 0.22% | +80+5.7% | Added |
| Lazari Capital Management, Inc. | 1,494 | $795.7K | 0.33% | −67−4.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,495 | $796.2K | 0.43% | +2+0.1% | Added |
| Adell Harriman & Carpenter Inc | 1,497 | $797.3K | 0.06% | +262+21.2% | Added |
| Canandaigua National Trust Co of Florida | 1,499 | $798.3K | 0.70% | −647−30.1% | Reduced |
| Harbour Capital Advisors, LLC | 1,506 | $798.4K | 0.20% | +100+7.1% | Added |
| HughesLittle Investment Management Ltd. | 1,500 | $798.9K | 0.17% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 1,501 | $799.4K | 0.21% | −1,269−45.8% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,503 | $800.5K | 0.59% | +1+0.1% | Added |
| Paragon Financial Partners, Inc. | 1,504 | $801.0K | 0.63% | +137+10.0% | Added |
| American Institute for Advanced Investment Management, LLP | 1,508 | $803.1K | 0.61% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,512 | $805.0K | 0.41% | −18−1.2% | Reduced |
| Collective Family Office LLC | 1,514 | $806.3K | 0.22% | −57−3.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,512 | $806.5K | 0.36% | −12−0.8% | Reduced |
| Banque de Luxembourg S.A. | 1,517 | $807.9K | 0.46% | +1,517 | New |
| Cooper/Haims Advisors, LLC | 1,521 | $810.1K | 0.44% | −26−1.7% | Reduced |
| WealthCollab, LLC | 1,525 | $812.2K | 0.50% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,528 | $813.8K | 0.44% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,532 | $815.9K | 0.10% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 1,535 | $817.5K | 0.58% | +964+168.8% | Added |
| Trillium Asset Management, LLC | 1,537 | $819.0K | 0.02% | 00.0% | Unchanged |
| Martin Worley Group | 1,538 | $819.1K | 0.47% | −65−4.1% | Reduced |
| Brand Asset Management Group, Inc. | 1,542 | $821.2K | 0.34% | +344+28.7% | Added |
| Centerpoint Advisory Group | 1,543 | $821.8K | 0.81% | +22+1.4% | Added |
| GF Fund Management Co. Ltd. | 1,547 | $823.9K | 0.02% | +1,382+837.6% | Added |
| Guild Investment Management, Inc. | 1,550 | $825.5K | 0.87% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,551 | $826.0K | 0.27% | −236−13.2% | Reduced |
| Promethium Advisors,llc | 1,553 | $827.1K | 0.53% | +720+86.4% | Added |
| Matrix Private Capital Group LLC | 1,553 | $827.3K | 0.49% | −336−17.8% | Reduced |
| Verisail Partners, LLC | 1,555 | $828.2K | 0.38% | +5+0.3% | Added |
| Braun-Bostich & Associates Inc. | 1,556 | $828.7K | 0.61% | −5−0.3% | Reduced |
| Souders Financial Advisors | 1,559 | $830.3K | 0.12% | +336+27.5% | Added |
| Fairvoy Private Wealth, LLC | 1,560 | $830.8K | 0.23% | +11+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,563 | $832.3K | 0.62% | −30−1.9% | Reduced |
| Symmetry Partners, LLC | 1,563 | $832.6K | 0.12% | −194−11.0% | Reduced |
| Compass Wealth Management LLC | 1,565 | $833.5K | 0.21% | +100+6.8% | Added |
| Clark Asset Management, LLC | 1,566 | $834.0K | 0.14% | +190+13.8% | Added |
| Accelerate Investment Advisors LLC | 1,568 | $834.9K | 0.70% | +331+26.8% | Added |
| Port Capital LLC | 1,569 | $836.0K | 0.04% | −25−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 1,570 | $836.2K | 0.33% | +76+5.1% | Added |
| Shared Vision Wealth Group LLC | 1,571 | $836.8K | 0.46% | +15+1.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,573 | $838.0K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,576 | $839.1K | 0.64% | +5+0.3% | Added |
| German American Bancorp, Inc. | 1,577 | $839.9K | 0.09% | +495+45.7% | Added |
| Red Spruce Capital, LLC | 1,578 | $840.4K | 0.40% | −63−3.8% | Reduced |
| Covenant Partners, LLC | 1,578 | $840.4K | 0.27% | +806+104.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,583 | $843.1K | 0.48% | +8+0.5% | Added |
| Binnacle Investments Inc | 1,584 | $843.6K | 0.62% | +1,584 | New |
| Prevail Innovative Wealth Advisors, LLC | 1,584 | $843.6K | 0.22% | +76+5.0% | Added |
| Yoder Wealth Management, Inc. | 1,586 | $844.7K | 0.48% | −30−1.9% | Reduced |
| Old North State Trust, LLC | 1,864 | $845.0K | 0.54% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,587 | $845.2K | 0.17% | +83+5.5% | Added |
| TrueWealth Advisors, LLC | 1,591 | $847.3K | 0.28% | +89+5.9% | Added |
| Berkshire Money Management, Inc. | 1,592 | $847.9K | 0.10% | +36+2.3% | Added |
| Joel Adams & Associates, Inc. | 1,594 | $848.9K | 0.76% | −20−1.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 1,601 | $852.7K | 0.53% | +1+0.1% | Added |
| First Dallas Securities Inc. | 1,602 | $853.0K | 0.36% | 00.0% | Unchanged |
| Anson Funds Management LP | 1,611 | $858.0K | 0.21% | +393+32.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,611 | $858.1K | 0.06% | 00.0% | Unchanged |
| Prudent Investors Network | 1,617 | $861.2K | 0.25% | +553+52.0% | Added |
| Rik Saylor Financial, Inc. | 1,618 | $861.7K | 0.76% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,619 | $862.3K | 0.04% | +112+7.4% | Added |
| Accel Wealth Management | 1,620 | $862.8K | 0.31% | +27+1.7% | Added |
| Abound Financial, LLC | 1,626 | $866.0K | 0.44% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,629 | $867.6K | 0.07% | −348−17.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,630 | $868.1K | 0.24% | +45+2.8% | Added |
| Thoma Capital Management LLC | 1,632 | $869.2K | 0.61% | +116+7.7% | Added |
| Fortis Capital Advisors, LLC | 1,632 | $869.2K | 0.18% | +421+34.8% | Added |
| Main Street Group, LTD | 1,637 | $871.8K | 0.34% | +139+9.3% | Added |
| Wealth Management Partners, LLC | 1,639 | $872.9K | 0.40% | −12−0.7% | Reduced |
| James Hambro & Partners | 1,639 | $874.0K | 0.04% | −5,179−76.0% | Reduced |
| Carr Financial Group Corp | 1,643 | $875.0K | 0.29% | +164+11.1% | Added |
| Clearwater Capital Advisors, LLC | 1,644 | $875.6K | 0.08% | +220+15.4% | Added |
| Core Wealth Management, Inc. | 1,647 | $877.2K | 0.34% | +1,647 | New |
| Lionshead Wealth Management, LLC | 1,649 | $878.2K | 0.91% | −1,424−46.3% | Reduced |
| McCarthy & Cox | 1,650 | $878.5K | 0.38% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,650 | $878.8K | 0.66% | −4−0.2% | Reduced |
| Vantage Financial Partners, LLC | 1,651 | $879.0K | 0.22% | −89−5.1% | Reduced |
| Cyr Financial Inc. | 1,651 | $879.3K | 0.79% | +66+4.2% | Added |
| Summit Financial Wealth Advisors, LLC | 1,652 | $879.8K | 0.17% | −88−5.1% | Reduced |
| Jentner Corp | 1,653 | $880.4K | 0.26% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,656 | $882.0K | 0.58% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,662 | $885.1K | 0.30% | −81,468−98.0% | Reduced |
| Michels Family Financial, LLC | 1,662 | $885.1K | 0.80% | +89+5.7% | Added |