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; 4,928 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
- 4,558
- +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
- 1,797 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Atlantic Private Wealth, LLC | 250 | $133.1K | 0.10% | +250 | New |
| Whipplewood Advisors, LLC | 401 | $136.9K | 0.08% | +144+56.0% | Added |
| Nalls Sherbakoff Group, LLC | 257 | $136.9K | 0.11% | +257 | New |
| SIMA Wealth Partners, LLC | 257 | $136.9K | 0.11% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 260 | $138.0K | 0.00% | +260 | New |
| Sherman Asset Management, Inc. | 260 | $138.5K | 0.13% | 00.0% | Unchanged |
| NWK Group, Inc. | 268 | $142.7K | 0.07% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 274 | $145.9K | 0.08% | +38+16.1% | Added |
| First Financial Corp | 282 | $150.2K | 0.07% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 282 | $150.2K | 0.09% | +35+14.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 283 | $150.7K | 0.01% | −50−15.0% | Reduced |
| Silvant Capital Management LLC | 283 | $150.7K | 0.01% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 285 | $151.0K | 0.10% | +285 | New |
| Ruedi Wealth Management, Inc. | 288 | $153.4K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $159.8K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 303 | $161.4K | 0.16% | +38+14.3% | Added |
| Copia Wealth Management | 313 | $166.7K | 0.15% | +25+8.7% | Added |
| Sarver Vrooman Wealth Advisors | 314 | $167.2K | 0.11% | +314 | New |
| Legacy Wealth Managment, LLC | 316 | $168.3K | 0.12% | +35+12.5% | Added |
| Park Place Capital Corp | 330 | $175.8K | 0.05% | −856−72.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 335 | $178.4K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 341 | $181.5K | 0.07% | +91+36.4% | Added |
| Guardian Wealth Management, Inc. | 345 | $183.7K | 0.12% | −10−2.8% | Reduced |
| Accordant Advisory Group Inc | 350 | $186.4K | 0.18% | +235+204.3% | Added |
| Atala Financial Inc | 360 | $191.7K | 0.14% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 364 | $192.7K | 0.05% | −250−40.7% | Reduced |
| Minot DeBlois Advisors LLC | 365 | $194.4K | 0.19% | −140−27.7% | Reduced |
| DecisionPoint Financial, LLC | 365 | $194.4K | 0.06% | −1−0.3% | Reduced |
| Talisman Wealth Advisors LLC | 376 | $200.3K | 0.21% | +376 | New |
| Red Tortoise LLC | 376 | $200.3K | 0.10% | 00.0% | Unchanged |
| Chris Bulman Inc | 377 | $200.8K | 0.13% | −74−16.4% | Reduced |
| Perritt Capital Management Inc | 377 | $200.8K | 0.11% | +55+17.1% | Added |
| Bramshill Investments, LLC | 377 | $200.8K | 0.02% | +377 | New |
| Campbell Deegan Wealth Management, LLC | 377 | $201.0K | 0.23% | +377 | New |
| Fluent Financial, LLC | 378 | $201.3K | 0.09% | −92−19.6% | Reduced |
| Eight 31 Financial LLC | 379 | $201.8K | 0.13% | +379 | New |
| Morton Community Bank | 379 | $201.8K | 0.05% | +379 | New |
| MJT & Associates Financial Advisory Group, Inc. | 380 | $202.4K | 0.19% | +380 | New |
| MorganRosel Wealth Management, LLC | 383 | $204.0K | 0.06% | +383 | New |
| Ambassador Advisors, LLC | 384 | $204.5K | 0.04% | +384 | New |
| West Financial Advisors, LLC | 386 | $205.6K | 0.04% | 00.0% | Unchanged |
| Stanich Group LLC | 386 | $205.6K | 0.15% | +386 | New |
| Gordian Capital Singapore Pte Ltd | 388 | $206.6K | 0.13% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 388 | $206.6K | 1.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 389 | $207.2K | 0.07% | −3−0.8% | Reduced |
| Stephenson National Bank & Trust | 389 | $207.2K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 393 | $209.3K | 0.20% | +393 | New |
| North Point Portfolio Managers Corp | 394 | $209.8K | 0.04% | +394 | New |
| Blossom Wealth Management | 395 | $210.3K | 0.42% | −60−13.2% | Reduced |
| Exeter Financial, LLC | 397 | $211.4K | 0.09% | −220−35.7% | Reduced |
| Gimbal Financial | 398 | $212.0K | 0.19% | +398 | New |
| Dynamic Wealth Strategies, LLC | 399 | $212.5K | 0.18% | +399 | New |
| Hoese & Co LLP | 400 | $213.0K | 0.18% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 403 | $214.6K | 0.04% | +403 | New |
| TPG Financial Advisors, LLC | 405 | $215.7K | 0.10% | +405 | New |
| Waterway Wealth Management, LLC | 405 | $215.7K | 0.09% | +405 | New |
| Sound Stewardship, LLC | 407 | $216.8K | 0.12% | +407 | New |
| High Falls Advisors, Inc | 407 | $216.8K | 0.05% | +407 | New |
| Prostatis Group LLC | 409 | $217.8K | 0.07% | +409 | New |
| Cambridge Capital Management, LLC | 409 | $217.8K | 0.14% | +409 | New |
| Loomis Sayles & Co L P | 410 | $218.0K | 0.00% | −204−33.2% | Reduced |
| Fiduciary Wealth Partners, LLC | 410 | $218.4K | 0.19% | +410 | New |
| Kropog Financial Group, LLC | 410 | $218.4K | 0.21% | +410 | New |
| Aurelius Family Office LLC | 411 | $218.9K | 0.11% | +411 | New |
| Capstone Investment Advisors, LLC | 412 | $219.4K | 0.00% | −46,646−99.1% | Reduced |
| Flagship Private Wealth, LLC | 412 | $219.4K | 0.10% | +412 | New |
| Fjell Capital, LLC | 413 | $220.0K | 0.22% | +413 | New |
| Private Capital Management, LLC | 414 | $220.5K | 0.02% | +414 | New |
| Michael A. Dubis Financial Planning, LLC | 414 | $220.5K | 0.21% | +414 | New |
| POM Investment Strategies, LLC | 415 | $221.0K | 0.26% | +41+11.0% | Added |
| Vectors Research Management, LLC | 418 | $222.6K | 0.08% | +418 | New |
| Dean, Jacobson Financial Services, LLC | 419 | $223.2K | 0.17% | +419 | New |
| Wall Street Financial Group, Inc. | 420 | $223.7K | 0.23% | +420 | New |
| Melfa Wealth Management, LLC | 422 | $224.7K | 0.15% | +422 | New |
| City Center Advisors, LLC | 422 | $224.7K | 0.26% | +422 | New |
| Palo Alto Wealth Advisors, LLC | 440 | $225.2K | 0.09% | +440 | New |
| Fourth Dimension Wealth, LLC | 423 | $225.3K | 0.11% | +46+12.2% | Added |
| Roberts Wealth Advisors, LLC | 423 | $225.3K | 0.07% | −59−12.2% | Reduced |
| Quattro Financial Advisors LLC | 425 | $226.3K | 0.08% | +425 | New |
| Beck Capital Management, LLC | 428 | $227.7K | 0.07% | +428 | New |
| Total Wealth Planning, LLC | 428 | $227.9K | 0.03% | +428 | New |
| Ceera Investments, LLC | 428 | $227.9K | 0.08% | +428 | New |
| Matrix Trust Co | 430 | $229.0K | 0.04% | +99+29.9% | Added |
| Strategic Equity Management | 430 | $229.0K | 0.10% | +430 | New |
| Heritage Oak Wealth Advisors LLC | 430 | $229.0K | 0.10% | +430 | New |
| Alpha Financial Advisors, LLC | 431 | $229.5K | 0.10% | +431 | New |
| Objectivity Squared, LLC | 438 | $229.6K | 0.19% | +438 | New |
| St. Clair Advisors, LLC | 433 | $230.6K | 0.06% | −160−27.0% | Reduced |
| Buck Wealth Strategies, LLC | 435 | $231.7K | 0.04% | −254−36.9% | Reduced |
| Schubert & Co | 437 | $232.8K | 0.16% | +437 | New |
| Impact Partnership Wealth, LLC | 437 | $232.8K | 0.05% | +437 | New |
| Shearwater Capital LLC | 438 | $233.3K | 0.16% | +438 | New |
| Littlejohn Financial Services, Inc. | 440 | $234.3K | 0.19% | +440 | New |
| Novus Advisors, LLC | 441 | $234.9K | 0.24% | −6−1.3% | Reduced |
| Meridian Management Co | 442 | $235.4K | 0.07% | −273−38.2% | Reduced |
| Kooman & Associates | 442 | $235.4K | 0.09% | −32−6.8% | Reduced |
| WESPAC Advisors, LLC | 443 | $235.9K | 0.19% | +443 | New |
| Blue Investment Partners LLC | 446 | $237.5K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 452 | $240.7K | 0.07% | −90−16.6% | Reduced |
| Andina Capital Management, LLC | 452 | $240.7K | 0.17% | +452 | New |