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
- 4,559
- +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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| One Degree Advisors Inc | 454 | $241.0K | 0.10% | +454 | New |
| Trademark Financial Management, LLC | 453 | $241.3K | 0.18% | +453 | New |
| USA Financial Portformulas Corp | 454 | $241.8K | 0.04% | −44−8.8% | Reduced |
| Davidson Investment Advisors | 454 | $241.8K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 455 | $242.3K | 0.22% | +455 | New |
| Santori & Peters | 455 | $242.3K | 0.10% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 455 | $242.3K | 0.07% | +455 | New |
| Thompson Investment Management, Inc. | 456 | $242.9K | 0.04% | 00.0% | Unchanged |
| Five Pine Wealth Management | 456 | $242.9K | 0.20% | 00.0% | Unchanged |
| Encompass More Asset Management | 457 | $243.4K | 0.07% | −113−19.8% | Reduced |
| Jeppson Wealth Management, LLC | 457 | $243.4K | 0.09% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 457 | $243.4K | 0.10% | +457 | New |
| Mullooly Asset Management, Inc. | 457 | $243.4K | 0.11% | +457 | New |
| Sage Private Wealth Group, LLC | 458 | $243.9K | 0.18% | −33−6.7% | Reduced |
| Partners Capital Investment Group, LLP | 459 | $244.5K | 0.00% | +459 | New |
| North Ridge Wealth Advisors, Inc. | 460 | $244.9K | 0.16% | −38−7.6% | Reduced |
| Schulz Wealth, LTD. | 460 | $245.0K | 0.19% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 461 | $245.5K | 0.06% | −539−53.9% | Reduced |
| IronBridge Private Wealth, LLC | 461 | $245.5K | 0.10% | +461 | New |
| Stokes Capital Advisors, LLC | 462 | $246.1K | 0.06% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 465 | $247.7K | 0.09% | −1,500−76.3% | Reduced |
| Thompson Davis & Co., Inc. | 465 | $247.7K | 0.20% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 466 | $248.2K | 0.17% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 466 | $248.2K | 0.14% | −14−2.9% | Reduced |
| J Hagan Capital, Inc. | 548 | $248.4K | 0.20% | +548 | New |
| Caxton Corp | 467 | $248.8K | 4.90% | −666−58.8% | Reduced |
| Infinity Wealth Counsel, LLC | 468 | $249.2K | 0.27% | −11−2.3% | Reduced |
| VanderPol Investments L.L.C. | 468 | $249.2K | 0.53% | −4−0.8% | Reduced |
| Financial Advisory Corp | 471 | $250.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 472 | $251.4K | 0.08% | 00.0% | Unchanged |
| SLT Holdings LLC | 472 | $251.4K | 0.24% | +10+2.2% | Added |
| HC Advisors, LLC | 472 | $251.4K | 0.19% | 00.0% | Unchanged |
| Trust Investment Advisors | 473 | $251.9K | 0.16% | +473 | New |
| OMNI 360 Wealth, Inc. | 474 | $252.4K | 0.17% | −28−5.6% | Reduced |
| MSA Advisors, LLC | 475 | $253.0K | 0.06% | 00.0% | Unchanged |
| Rogco, LP | 476 | $253.5K | 0.10% | 00.0% | Unchanged |
| Tandem Financial, LLC | 476 | $253.5K | 0.28% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 477 | $254.0K | 0.23% | +2+0.4% | Added |
| Orgel Wealth Management, LLC | 477 | $254.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 477 | $254.0K | 0.19% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 477 | $254.0K | 0.14% | +477 | New |
| Life Planning Partners, Inc | 479 | $255.1K | 0.23% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 480 | $256.0K | 0.26% | +480 | New |
| A&I Financial Services, LLC | 481 | $256.2K | 0.17% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 481 | $256.2K | 0.16% | +481 | New |
| New Dimensions Wealth Management, LLC | 481 | $256.2K | 0.26% | +481 | New |
| Slagle Financial, LLC | 482 | $256.7K | 0.11% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 482 | $256.7K | 0.28% | −141−22.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 483 | $257.2K | 0.06% | −50−9.4% | Reduced |
| Topel & Distasi Wealth Management, LLC | 485 | $258.3K | 0.12% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 486 | $258.8K | 0.16% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 486 | $258.8K | 0.19% | +486 | New |
| TFG Advisers LLC | 486 | $258.8K | 0.09% | +486 | New |
| Klein Pavlis & Peasley Financial, Inc. | 486 | $259.0K | 0.19% | +486 | New |
| SS&H Financial Advisors, Inc. | 488 | $260.0K | 0.10% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 507 | $260.5K | 0.17% | −55−9.8% | Reduced |
| Beck Bode, LLC | 491 | $261.5K | 0.05% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 493 | $262.6K | 0.07% | −2−0.4% | Reduced |
| Summit Wealth Partners, LLC | 494 | $263.1K | 0.05% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 495 | $263.6K | 0.24% | −4−0.8% | Reduced |
| DKM Wealth Management, Inc. | 495 | $263.7K | 0.26% | −245−33.1% | Reduced |
| Lane & Associates LLC | 496 | $264.2K | 0.14% | +52+11.7% | Added |
| JDH Wealth Management, LLC | 496 | $264.2K | 0.23% | +496 | New |
| Sellwood Investment Partners LLC | 497 | $264.7K | 0.14% | −132−21.0% | Reduced |
| Teachers Insurance & Annuity Association of America | 500 | $266.3K | 0.36% | 00.0% | Unchanged |
| Ellerson Group Inc | 500 | $266.3K | 0.21% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $266.3K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $266.3K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 500 | $266.3K | 0.06% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $266.3K | 0.06% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 500 | $266.3K | 0.04% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $266.3K | 0.18% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 500 | $266.3K | 0.18% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 500 | $266.3K | 0.25% | 00.0% | Unchanged |
| Sicart Associates LLC | 500 | $266.3K | 0.09% | +500 | New |
| Archvest Wealth Advisors, Inc. | 501 | $266.8K | 0.22% | +501 | New |
| Groupe la Francaise | 554 | $267.3K | 0.01% | +104+23.1% | Added |
| Strategic Planning, Inc. | 502 | $267.4K | 0.15% | +502 | New |
| Copperleaf Capital, LLC | 502 | $267.4K | 0.16% | 00.0% | Unchanged |
| GR Financial Group, LLC | 504 | $268.6K | 0.04% | +39+8.4% | Added |
| TL Private Wealth | 548 | $270.0K | 0.13% | 00.0% | Unchanged |
| SoundView Advisors Inc. | 508 | $270.0K | 0.11% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 508 | $270.6K | 0.14% | +508 | New |
| Paladin Advisory Group, LLC | 509 | $271.1K | 0.22% | −40−7.3% | Reduced |
| Nixon Capital, LLC | 510 | $271.6K | 0.09% | 00.0% | Unchanged |
| Tenret Co LLC | 511 | $272.1K | 0.17% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 511 | $272.1K | 0.25% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 513 | $273.2K | 0.10% | −97−15.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 515 | $274.3K | 0.08% | −100−16.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 516 | $274.8K | 0.16% | −2−0.4% | Reduced |
| Joule Financial, LLC | 517 | $275.3K | 0.10% | +18+3.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 517 | $275.5K | 0.05% | −65−11.2% | Reduced |
| Quad-Cities Investment Group, LLC | 519 | $276.4K | 0.14% | 00.0% | Unchanged |
| Dillon & Associates Inc | 520 | $277.0K | 0.04% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 521 | $277.5K | 0.05% | +3+0.6% | Added |
| Retirement Guys Formula LLC | 521 | $277.5K | 0.14% | +61+13.3% | Added |
| Auour Investments LLC | 521 | $277.8K | 0.10% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 522 | $278.0K | 0.11% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 524 | $279.1K | 0.15% | +8+1.6% | Added |
| Brandywine Global Investment Management, LLC | 524 | $279.1K | 0.00% | −112,120−99.5% | Reduced |