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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 711 | $378.7K | 0.18% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 711 | $378.7K | 0.12% | +150+26.7% | Added |
| Significant Wealth Partners LLC | 712 | $379.2K | 0.19% | +80+12.7% | Added |
| Somerset Trust Co | 713 | $379.7K | 0.14% | −70−8.9% | Reduced |
| WorthPointe, LLC | 714 | $380.3K | 0.17% | −21−2.9% | Reduced |
| Northeast Financial Group, Inc. | 714 | $380.3K | 0.14% | 00.0% | Unchanged |
| Hill Island Financial LLC | 715 | $380.9K | 0.11% | 00.0% | Unchanged |
| FreeGulliver LLC | 716 | $381.3K | 0.19% | +36+5.3% | Added |
| Balanced Rock Investment Advisor | 717 | $381.9K | 0.30% | +2+0.3% | Added |
| Centiva Capital, LP | 717 | $381.9K | 0.02% | +717 | New |
| Kaufman Rossin Wealth, LLC | 718 | $382.4K | 0.27% | +718 | New |
| Kirtland Hills Capital Management, LLC | 739 | $383.0K | 0.23% | +271+57.9% | Added |
| Lockerman Financial Group, Inc. | 720 | $383.5K | 0.58% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 720 | $383.5K | 0.04% | +720 | New |
| Innova Wealth Partners | 721 | $384.0K | 0.24% | +721 | New |
| Greenberg Financial Group | 802 | $384.3K | 0.16% | +802 | New |
| Paul R. Ried Financial Group, LLC | 723 | $385.1K | 0.27% | +260+56.2% | Added |
| Fonville Wealth Management LLC | 724 | $385.1K | 0.11% | +4+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 723 | $385.2K | 0.12% | −16−2.2% | Reduced |
| ONE Advisory Partners, LLC | 725 | $386.1K | 0.16% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 725 | $386.1K | 0.25% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 741 | $386.3K | 0.12% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 727 | $387.2K | 0.64% | −23−3.1% | Reduced |
| Keystone Financial Group, Inc. | 756 | $387.3K | 0.27% | −55−6.8% | Reduced |
| Astra Wealth Partners LLC | 728 | $387.7K | 0.37% | +43+6.3% | Added |
| HRC Wealth Management, LLC | 729 | $388.3K | 0.24% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 730 | $388.8K | 0.30% | −60−7.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 731 | $389.3K | 0.27% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 733 | $390.4K | 0.11% | −3−0.4% | Reduced |
| Seneca Financial Advisors LLC | 733 | $390.5K | 0.19% | +291+65.8% | Added |
| Eagle Rock Investment Company, LLC | 734 | $390.9K | 0.07% | 00.0% | Unchanged |
| Old Well Partners, LLC | 735 | $391.4K | 8.60% | −2,365−76.3% | Reduced |
| Heritage Wealth Management, Inc. | 735 | $391.4K | 0.33% | +48+7.0% | Added |
| Vestia Personal Wealth Advisors | 736 | $392.0K | 0.31% | −54−6.8% | Reduced |
| Tobias Financial Advisors, Inc. | 736 | $392.0K | 0.08% | +64+9.5% | Added |
| Altus Wealth Management, LLC | 739 | $393.6K | 0.18% | +10+1.4% | Added |
| PCG Wealth Advisors, LLC | 739 | $393.6K | 0.14% | +138+23.0% | Added |
| Enclave Advisors LLC | 740 | $394.1K | 0.07% | −100−11.9% | Reduced |
| JDM Financial Group LLC | 742 | $395.2K | 0.20% | −31−4.0% | Reduced |
| Pathway Financial Advisors LLC | 742 | $395.2K | 0.07% | −4−0.5% | Reduced |
| Kingdom Financial Group LLC. | 742 | $395.2K | 0.29% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 744 | $396.2K | 0.09% | −10−1.3% | Reduced |
| Adams Asset Advisors, LLC | 744 | $396.2K | 0.05% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 747 | $397.8K | 0.17% | +24+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 747 | $397.8K | 0.16% | +54+7.8% | Added |
| Nicollet Investment Management, Inc. | 748 | $398.0K | 0.14% | +748 | New |
| Runnymede Capital Advisors, Inc. | 748 | $398.4K | 0.38% | +116+18.4% | Added |
| LifeWealth Investments, LLC | 751 | $399.9K | 0.09% | +162+27.5% | Added |
| Copley Financial Group, Inc. | 751 | $400.0K | 0.31% | +49+7.0% | Added |
| Sharpepoint LLC | 749 | $400.4K | 0.35% | +149+24.8% | Added |
| Midwest Professional Planners, LTD. | 755 | $402.1K | 0.13% | 00.0% | Unchanged |
| Mason & Associates, LLC | 755 | $402.1K | 0.12% | 00.0% | Unchanged |
| Unified Investment Management | 758 | $403.7K | 0.48% | −237−23.8% | Reduced |
| Betterment LLC | 759 | $404.0K | 0.00% | −15−1.9% | Reduced |
| Meridian Financial, LLC | 759 | $404.2K | 0.28% | −14−1.8% | Reduced |
| Community Bank, N.A. | 760 | $404.8K | 0.05% | 00.0% | Unchanged |
| Ehrlich Financial Group | 761 | $405.3K | 0.30% | −36−4.5% | Reduced |
| Wealth Preservation Advisors, LLC | 761 | $405.3K | 0.29% | +761 | New |
| Patrick Mauro Investment Advisor, INC. | 762 | $405.8K | 0.22% | +762 | New |
| Members Advisory Group LLC | 763 | $406.4K | 0.17% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 765 | $407.4K | 0.09% | +17+2.3% | Added |
| Market Street Wealth Management Advisors LLC | 770 | $410.1K | 0.07% | +118+18.1% | Added |
| Hager Investment Management Services, LLC | 771 | $410.6K | 0.29% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 771 | $410.6K | 0.20% | +80+11.6% | Added |
| IVC Wealth Advisors LLC | 772 | $411.2K | 0.22% | −3−0.4% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 773 | $411.7K | 0.13% | −602−43.8% | Reduced |
| NewSquare Capital LLC | 773 | $411.7K | 0.03% | +572+284.6% | Added |
| Capital Insight Partners, LLC | 773 | $411.7K | 0.07% | −105−12.0% | Reduced |
| Carolina Wealth Advisors, LLC | 775 | $412.8K | 0.22% | −10−1.3% | Reduced |
| LVZ Advisors, Inc. | 781 | $415.9K | 0.05% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 782 | $416.5K | 0.16% | −385−33.0% | Reduced |
| Lighthouse Wealth Management Inc. | 783 | $417.0K | 0.38% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 786 | $418.6K | 0.38% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 789 | $418.9K | 0.38% | +33+4.4% | Added |
| Prospect Financial Services LLC | 787 | $419.1K | 0.23% | +53+7.2% | Added |
| John W. Brooker & Co., CPAs | 789 | $420.2K | 0.17% | +789 | New |
| jvl associates llc | 790 | $420.7K | 0.17% | 00.0% | Unchanged |
| Moment Partners, LLC | 791 | $421.3K | 0.08% | −4−0.5% | Reduced |
| Prosperity Wealth Management, Inc. | 791 | $421.3K | 0.20% | 00.0% | Unchanged |
| Ackerman Asset Management, LLC | 793 | $422.3K | 0.38% | +793 | New |
| ACT Advisors, LLC. | 794 | $422.9K | 0.23% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 797 | $424.5K | 0.20% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 798 | $425.0K | 0.26% | +3+0.4% | Added |
| Wealth Management Associates, Inc. | 798 | $425.0K | 0.18% | −1−0.1% | Reduced |
| SFG Wealth Management, LLC. | 799 | $425.5K | 0.21% | −150−15.8% | Reduced |
| Connors Investor Services Inc | 800 | $426.1K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 800 | $426.1K | 0.25% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $426.1K | 0.16% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $426.1K | 0.16% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 801 | $426.6K | 0.10% | −10−1.2% | Reduced |
| Golden Road Advisors LLC | 801 | $426.6K | 0.33% | +2+0.3% | Added |
| Howard Wealth Management, LLC | 802 | $427.1K | 0.24% | −25−3.0% | Reduced |
| Western Financial Corp | 803 | $427.7K | 0.25% | +54+7.2% | Added |
| C2C Wealth Management, LLC | 805 | $428.7K | 0.40% | −130−13.9% | Reduced |
| DMKC Advisory Services, LLC | 808 | $430.3K | 0.39% | −185−18.6% | Reduced |
| Bay Capital Advisors, LLC | 809 | $430.9K | 0.36% | −16−1.9% | Reduced |
| Ferguson Shapiro LLC | 809 | $430.9K | 0.16% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 810 | $431.4K | 0.13% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 811 | $431.9K | 0.15% | −150−15.6% | Reduced |
| Cypress Capital, LLC | 811 | $431.9K | 0.12% | −36−4.3% | Reduced |