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 |
|---|---|---|---|---|---|
| Libra Wealth LLC | 524 | $279.1K | 0.10% | 00.0% | Unchanged |
| Saudi Central Bank | 524 | $279.1K | 1.48% | +524 | New |
| Great Oak Capital Partners, LLC | 631 | $280.1K | 0.09% | 00.0% | Unchanged |
| TD Capital Management LLC | 526 | $280.1K | 0.03% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 526 | $280.1K | 0.14% | 00.0% | Unchanged |
| Elite Life Management LLC | 526 | $280.1K | 0.87% | +35+7.1% | Added |
| BostonPremier Wealth LLC | 527 | $280.7K | 0.17% | −116−18.0% | Reduced |
| Meredith Wealth Planning | 527 | $280.7K | 0.12% | +15+2.9% | Added |
| MB, Levis & Associates, LLC | 530 | $282.3K | 0.13% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 530 | $282.3K | 0.10% | +76+16.7% | Added |
| RBA Wealth Management, LLC | 532 | $283.3K | 0.11% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 533 | $284.0K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $284.4K | 0.18% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 535 | $284.9K | 0.12% | +9+1.7% | Added |
| Avid Wealth Partners LLC | 535 | $284.9K | 0.19% | +535 | New |
| Luminist Capital LLC | 535 | $285.1K | 0.31% | −145−21.3% | Reduced |
| Blue Barn Wealth, LLC | 536 | $285.5K | 0.15% | −43−7.4% | Reduced |
| Compass Planning Associates Inc | 536 | $285.5K | 0.29% | 00.0% | Unchanged |
| Lansing Street Advisors | 537 | $286.0K | 0.10% | +46+9.4% | Added |
| Cypress Capital Management LLC (WY) | 537 | $286.0K | 0.34% | +155+40.6% | Added |
| Millington Financial Advisors, LLC | 546 | $286.2K | 0.18% | +546 | New |
| Defined Financial Planning LLC | 539 | $287.3K | 0.29% | +539 | New |
| Detalus Advisors, LLC | 540 | $287.6K | 0.09% | +540 | New |
| Mirabaud & Cie SA | 541 | $288.1K | 0.10% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 543 | $289.2K | 0.12% | +13+2.5% | Added |
| Burkett Financial Services, LLC | 544 | $289.7K | 0.12% | +227+71.6% | Added |
| HTG Investment Advisors, Inc. | 547 | $291.3K | 0.12% | −20−3.5% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 548 | $291.9K | 0.07% | +37+7.2% | Added |
| Single Point Partners, LLC | 549 | $292.0K | 0.07% | −4−0.7% | Reduced |
| Camelot Technology Advisors, Inc. | 549 | $292.4K | 0.27% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 550 | $292.9K | 0.20% | −852−60.8% | Reduced |
| Howe & Rusling Inc | 550 | $292.9K | 0.02% | −407−42.5% | Reduced |
| Axim Planning & Wealth | 551 | $293.5K | 0.26% | +551 | New |
| Centricity Wealth Management, LLC | 554 | $295.0K | 0.27% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 556 | $296.1K | 0.14% | +18+3.3% | Added |
| Seaside Wealth Management, Inc. | 556 | $296.1K | 0.11% | +34+6.5% | Added |
| Stegner Investment Associates Inc. | 557 | $296.6K | 0.21% | 00.0% | Unchanged |
| InvesTrust | 558 | $297.2K | 0.08% | −50−8.2% | Reduced |
| Bank Ozk | 559 | $297.7K | 0.12% | −9−1.6% | Reduced |
| Cambria Investment Management, L.P. | 559 | $297.7K | 0.02% | +78+16.2% | Added |
| W.H. Cornerstone Investments Inc. | 560 | $298.2K | 0.21% | −53−8.6% | Reduced |
| Capstone Wealth Management, LLC | 562 | $299.3K | 0.30% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $299.5K | 0.16% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 563 | $299.8K | 0.07% | −559−49.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 563 | $299.8K | 0.18% | −125−18.2% | Reduced |
| Balance Wealth, LLC | 567 | $302.2K | 0.20% | +567 | New |
| Investors Research Corp | 569 | $303.0K | 0.07% | −84−12.9% | Reduced |
| Ascent Wealth Partners, LLC | 569 | $303.0K | 0.04% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 569 | $303.0K | 0.17% | +15+2.7% | Added |
| LPF Advisors LLC | 569 | $303.0K | 0.25% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 569 | $303.3K | 0.06% | +24+4.4% | Added |
| Dixon Fnancial Services, Inc. | 571 | $304.1K | 0.16% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 574 | $305.7K | 0.07% | −19−3.2% | Reduced |
| Investment Planning Advisors, Inc. | 574 | $305.7K | 0.12% | +574 | New |
| Code Waechter LLC | 575 | $306.0K | 0.25% | −55−8.7% | Reduced |
| Petredis Investment Advisors LLC | 575 | $306.2K | 0.03% | −20−3.4% | Reduced |
| Keating Investment Counselors Inc | 575 | $306.2K | 0.09% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $306.2K | 0.22% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 576 | $306.8K | 0.22% | +12+2.1% | Added |
| Clarity Wealth Development LLC | 577 | $307.7K | 0.34% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 578 | $307.7K | 0.14% | +82+16.5% | Added |
| Manuka Financial, LLC | 578 | $307.8K | 0.20% | +28+5.1% | Added |
| Hidden Cove Wealth Management, LLC | 579 | $308.4K | 0.24% | +87+17.7% | Added |
| Alaethes Wealth LLC | 579 | $308.4K | 0.11% | +579 | New |
| Prepared Retirement Institute LLC | 580 | $308.9K | 0.20% | +42+7.8% | Added |
| Verus Wealth Management, LLC | 581 | $309.4K | 0.34% | 00.0% | Unchanged |
| Narwhal Capital Management | 586 | $312.1K | 0.03% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 593 | $312.1K | 0.13% | +593 | New |
| Citizens Business Bank | 587 | $312.6K | 0.07% | +402+217.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 587 | $312.6K | 0.12% | +27+4.8% | Added |
| Second Half Financial Partners, LLC | 589 | $313.7K | 0.16% | +17+3.0% | Added |
| Lowe Wealth Advisors, LLC | 589 | $313.7K | 0.13% | +184+45.4% | Added |
| Virtus ETF Advisers LLC | 590 | $314.2K | 0.20% | −1,921−76.5% | Reduced |
| Royal Fund Management, LLC | 592 | $315.3K | 0.04% | −17−2.8% | Reduced |
| Elefante Mark B | 592 | $315.3K | 0.25% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 592 | $315.3K | 0.19% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 595 | $316.9K | 0.18% | +10+1.7% | Added |
| Prescott Group Capital Management, L.L.C. | 597 | $317.9K | 0.05% | +597 | New |
| George Kaiser Family Foundation | 597 | $317.9K | 0.05% | +597 | New |
| Latko Wealth Management, Ltd. | 599 | $319.0K | 0.21% | −179−23.0% | Reduced |
| Scholtz & Company, LLC | 600 | $319.5K | 0.16% | −200−25.0% | Reduced |
| McCollum Christoferson Group LLC | 600 | $319.5K | 0.10% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 600 | $319.5K | 0.17% | 00.0% | Unchanged |
| Financial Freedom, LLC | 600 | $319.5K | 0.18% | 00.0% | Unchanged |
| Bawa N Mallick Trust | 600 | $319.5K | 0.15% | 00.0% | Unchanged |
| B&L Asset Management LLC | 600 | $319.5K | 0.21% | +90+17.6% | Added |
| Employees Retirement System of Texas | 600 | $320.0K | 0.00% | −107,790−99.4% | Reduced |
| Ariston Services Group | 602 | $320.6K | 0.27% | 00.0% | Unchanged |
| OxenFree Capital LLC | 633 | $320.9K | 0.24% | −43−6.4% | Reduced |
| Ground Swell Capital, LLC | 603 | $321.1K | 0.73% | +603 | New |
| William Howard & Co Financial Advisors Inc | 604 | $321.7K | 0.30% | +140+30.2% | Added |
| Brewster Financial Planning LLC | 604 | $321.7K | 0.24% | 00.0% | Unchanged |
| WJ Interests, LLC | 604 | $321.9K | 0.15% | +604 | New |
| Lipe & Dalton | 605 | $322.0K | 0.18% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 605 | $322.2K | 0.17% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 619 | $322.8K | 0.24% | 00.0% | Unchanged |
| Clark & Stuart, Inc | 607 | $323.3K | 0.24% | −3−0.5% | Reduced |
| Disciplined Investments, LLC | 608 | $323.8K | 0.15% | −7−1.1% | Reduced |
| Notis-McConarty Edward | 608 | $323.8K | 0.17% | +8+1.3% | Added |
| Requisite Capital Management, LLC | 611 | $325.4K | 0.07% | +28+4.8% | Added |