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 |
|---|---|---|---|---|---|
| Pacific Wealth Management | 612 | $325.9K | 0.18% | 00.0% | Unchanged |
| Planning Directions Inc | 613 | $326.5K | 0.14% | −75−10.9% | Reduced |
| CWC Advisors, LLC. | 614 | $327.0K | 0.19% | +32+5.5% | Added |
| Marathon Strategic Advisors, LLC | 616 | $328.1K | 0.35% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 617 | $328.6K | 0.19% | +617 | New |
| Guardian Wealth Advisors, LLC | 619 | $329.7K | 0.21% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 620 | $330.2K | 0.18% | −6−1.0% | Reduced |
| TSA Wealth Managment LLC | 620 | $330.2K | 0.13% | +2+0.3% | Added |
| Values First Advisors, Inc. | 621 | $330.7K | 0.19% | 00.0% | Unchanged |
| Laffer Tengler Investments | 621 | $330.7K | 0.07% | +621 | New |
| Axis Wealth Partners, LLC | 622 | $331.0K | 0.24% | −140−18.4% | Reduced |
| Aventura Private Wealth, LLC | 623 | $331.8K | 0.17% | +27+4.5% | Added |
| Financial Advisory Corp | 623 | $332.0K | 0.11% | −13−2.0% | Reduced |
| Landmark Wealth Management, LLC | 624 | $332.0K | 0.15% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 624 | $332.3K | 0.19% | −83−11.7% | Reduced |
| Wealth Advisors Northwest LLC | 627 | $333.9K | 0.21% | 00.0% | Unchanged |
| Signal Tree Financial Partners LLC | 628 | $334.5K | 0.34% | −7−1.1% | Reduced |
| Elite Wealth Management, Inc. | 628 | $334.5K | 0.10% | +628 | New |
| Phillips Wealth Planners LLC | 640 | $335.4K | 0.35% | −9−1.4% | Reduced |
| Summit Investment Advisory Services, LLC | 633 | $337.1K | 0.17% | +91+16.8% | Added |
| FinDec Wealth Services, Inc. | 633 | $337.1K | 0.33% | −194−23.5% | Reduced |
| Montgomery Investment Management Inc | 634 | $337.7K | 0.13% | −60−8.6% | Reduced |
| Lavaca Capital LLC | 634 | $337.7K | 0.15% | −36−5.4% | Reduced |
| Meridian Financial Partners LLC | 635 | $338.0K | 0.17% | −38−5.6% | Reduced |
| Salomon & Ludwin, LLC | 635 | $338.2K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 635 | $338.2K | 0.18% | +15+2.4% | Added |
| Coastal Investment Advisors, Inc. | 638 | $339.8K | 0.15% | −154−19.4% | Reduced |
| Navis Wealth Advisors, LLC | 638 | $339.8K | 0.33% | +43+7.2% | Added |
| Aquire Wealth Advisors, LLC | 640 | $340.9K | 0.10% | +51+8.7% | Added |
| HighMark Wealth Management LLC | 642 | $341.9K | 0.20% | −55−7.9% | Reduced |
| Perkins Coie Trust Co | 644 | $343.0K | 0.08% | +100+18.4% | Added |
| Penn Davis McFarland Inc | 645 | $343.5K | 0.04% | −352−35.3% | Reduced |
| Founders Capital Management | 645 | $343.5K | 0.22% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 646 | $344.3K | 0.13% | −123−16.0% | Reduced |
| Cottage Street Advisors LLC | 647 | $344.6K | 0.17% | +7+1.1% | Added |
| Kelly Financial Services LLC | 648 | $345.1K | 0.12% | −1−0.2% | Reduced |
| Shira Ridge Wealth Management | 649 | $345.6K | 0.17% | 00.0% | Unchanged |
| First Washington CORP | 650 | $346.2K | 0.12% | 00.0% | Unchanged |
| Squire Investment Management Company, LLC | 650 | $346.2K | 0.14% | +116+21.7% | Added |
| Symphony Financial, Ltd. Co. | 679 | $346.7K | 0.21% | −9,535−93.4% | Reduced |
| Kaydan Wealth Management, Inc. | 653 | $347.8K | 0.11% | +50+8.3% | Added |
| Innovative Wealth Building LLC | 654 | $348.3K | 0.32% | +654 | New |
| Austin Asset Management Co Inc | 654 | $348.5K | 0.07% | +208+46.6% | Added |
| Twin Focus Capital Partners, LLC | 656 | $349.4K | 0.05% | −23−3.4% | Reduced |
| Signature Wealth Management Group | 658 | $350.4K | 0.14% | +44+7.2% | Added |
| Custos Family Office, LLC | 659 | $351.0K | 0.12% | +54+8.9% | Added |
| MQS Management LLC | 659 | $351.0K | 0.20% | +659 | New |
| OmniStar Financial Group, Inc. | 660 | $351.5K | 0.28% | 00.0% | Unchanged |
| 10Elms LLP | 660 | $351.5K | 0.35% | +270+69.2% | Added |
| Bollard Group LLC | 660 | $352.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 661 | $352.0K | 0.25% | −6−0.9% | Reduced |
| Arcadia Investment Management Corp | 663 | $353.1K | 0.06% | −5−0.7% | Reduced |
| Haven Private, LLC | 663 | $353.1K | 0.20% | +46+7.5% | Added |
| Spahn Wealth & Retirement LLC | 664 | $353.6K | 0.26% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 665 | $354.2K | 0.19% | +19+2.9% | Added |
| LifePlan Financial, LLC | 667 | $355.2K | 0.31% | −45−6.3% | Reduced |
| Corundum Trust Company, INC | 667 | $355.2K | 1.02% | +24+3.7% | Added |
| Vertex Planning Partners, LLC | 667 | $355.2K | 0.08% | +44+7.1% | Added |
| American Financial & Tax Strategies Inc | 668 | $355.8K | 0.19% | −200−23.0% | Reduced |
| MBE Wealth Management, LLC | 668 | $355.9K | 0.17% | +668 | New |
| Seed Wealth Management, Inc. | 669 | $356.3K | 0.29% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $357.4K | 0.03% | −170−20.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 671 | $357.4K | 0.16% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 673 | $358.4K | 0.04% | −112−14.3% | Reduced |
| Clifford Group, LLC | 673 | $358.4K | 0.33% | +7+1.1% | Added |
| Meadow Creek Wealth Advisors LLC | 674 | $359.0K | 0.27% | +80+13.5% | Added |
| Conservest Capital Advisors, Inc. | 675 | $359.5K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 676 | $360.0K | 0.07% | +26+4.0% | Added |
| Eaton-Cambridge Inc. | 676 | $360.0K | 0.15% | +118+21.1% | Added |
| Kendall Capital Management | 678 | $361.1K | 0.11% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 679 | $361.6K | 0.13% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 680 | $362.2K | 0.10% | −165−19.5% | Reduced |
| Delos Wealth Advisors, LLC | 681 | $362.7K | 0.29% | +10+1.5% | Added |
| MPWM Advisory Solutions, LLC | 681 | $362.7K | 0.26% | +40+6.2% | Added |
| Bear Mountain Capital, Inc. | 679 | $363.0K | 0.14% | +9+1.3% | Added |
| Peninsula Asset Management Inc | 682 | $363.2K | 0.20% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 683 | $363.8K | 0.27% | −101−12.9% | Reduced |
| Tamar Securities, LLC | 683 | $363.8K | 0.05% | −17−2.4% | Reduced |
| Headland Capital, LLC | 684 | $364.3K | 0.12% | −28−3.9% | Reduced |
| MayTech Global Investments, LLC | 692 | $368.5K | 0.05% | −51−6.9% | Reduced |
| RPS Advisory Solutions LLC | 692 | $368.5K | 0.26% | +11+1.6% | Added |
| Peak Financial Management, Inc. | 693 | $369.1K | 0.11% | −350−33.6% | Reduced |
| Awm Capital, LLC | 695 | $370.3K | 0.04% | +1+0.1% | Added |
| Flower City Capital | 697 | $371.2K | 0.24% | +65+10.3% | Added |
| Curio Wealth, LLC | 13 | $371.2K | 0.19% | −439−97.1% | Reduced |
| Refined Wealth Management | 698 | $371.7K | 0.30% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 719 | $372.6K | 0.33% | −256−26.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 700 | $372.8K | 0.07% | 00.0% | Unchanged |
| Maren Capital LLC | 700 | $372.8K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $372.8K | 0.14% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 701 | $373.3K | 0.20% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 701 | $373.3K | 0.16% | +5+0.7% | Added |
| Brio Consultants, LLC | 702 | $373.9K | 0.06% | −4−0.6% | Reduced |
| FSA Advisors, Inc. | 703 | $374.4K | 0.30% | +170+31.9% | Added |
| Equita Financial Network, Inc. | 705 | $375.6K | 0.13% | +175+33.0% | Added |
| Sar Wealth Management Group, LLC | 707 | $376.5K | 0.25% | +150+26.9% | Added |
| William Mack & Associates, Inc. | 708 | $376.8K | 0.32% | +10+1.4% | Added |
| Scarborough Advisors, LLC | 708 | $377.1K | 0.05% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 709 | $377.6K | 0.28% | 00.0% | Unchanged |
| Asio Capital, LLC | 710 | $378.1K | 0.07% | +3+0.4% | Added |