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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 811 | $431.9K | 0.19% | −3−0.4% | Reduced |
| Aspire Private Capital, LLC | 813 | $432.8K | 0.11% | 00.0% | Unchanged |
| Citrine Capital LLC | 813 | $433.0K | 0.27% | −5−0.6% | Reduced |
| Mills Wealth Advisors LLC | 814 | $433.5K | 0.23% | +1+0.1% | Added |
| Synergy Investment Management, LLC | 814 | $433.5K | 0.18% | +10+1.2% | Added |
| Clearview Wealth Advisors LLC | 818 | $435.6K | 0.33% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 820 | $436.7K | 0.12% | −43−5.0% | Reduced |
| Delaney Dennis R | 820 | $436.7K | 0.24% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 820 | $436.7K | 0.26% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 820 | $436.7K | 0.36% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 820 | $436.7K | 0.12% | +79+10.7% | Added |
| Level Wealth Management LLC | 825 | $439.4K | 0.29% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 826 | $439.9K | 0.13% | +260+45.9% | Added |
| Central Bank & Trust Co | 827 | $440.4K | 0.07% | −1−0.1% | Reduced |
| Addison Capital Co | 828 | $441.0K | 0.17% | −75−8.3% | Reduced |
| NFC Investments, LLC | 830 | $442.0K | 0.13% | −356−30.0% | Reduced |
| MainStreet Investment Advisors LLC | 831 | $442.6K | 0.06% | 00.0% | Unchanged |
| JBGlobal.com LLC | 832 | $443.1K | 0.46% | −163−16.4% | Reduced |
| Alpha Zero LLC | 832 | $443.1K | 0.34% | −60−6.7% | Reduced |
| Arbor Capital Management Inc | 831 | $444.0K | 0.43% | +75+9.9% | Added |
| Precedent Wealth Partners, LLC | 834 | $444.2K | 0.12% | +197+30.9% | Added |
| Kellett Schaffner Wealth Advisors LLC | 835 | $444.7K | 0.31% | +53+6.8% | Added |
| Chatham Capital Group, Inc. | 835 | $444.7K | 0.07% | +300+56.1% | Added |
| Reston Wealth Management LLC | 836 | $445.2K | 0.18% | −60−6.7% | Reduced |
| BIP Alliance, LLC | 836 | $445.2K | 0.19% | −1−0.1% | Reduced |
| Seven Springs Wealth Group, LLC | 839 | $446.8K | 0.16% | +280+50.1% | Added |
| Saxon Interests, Inc. | 840 | $447.4K | 0.21% | +840 | New |
| Hibernia Wealth Partners, LLC | 841 | $447.9K | 0.32% | +841 | New |
| West Wealth Group, LLC | 843 | $449.3K | 0.13% | +45+5.6% | Added |
| Providence Capital Advisors, LLC | 845 | $450.0K | 0.09% | −7−0.8% | Reduced |
| Boothbay Fund Management, LLC | 846 | $450.6K | 0.02% | −88−9.4% | Reduced |
| RPG Investment Advisory, LLC | 846 | $450.6K | 0.03% | +846 | New |
| Echo45 Advisors LLC | 847 | $451.1K | 0.30% | −23−2.6% | Reduced |
| Hobbs Wealth Management, LLC | 848 | $451.6K | 0.50% | +16+1.9% | Added |
| GatePass Capital, LLC | 849 | $452.3K | 0.34% | +108+14.6% | Added |
| Climber Capital SA | 973 | $454.0K | 0.36% | −109−10.1% | Reduced |
| von Borstel & Associates, Inc. | 856 | $455.0K | 0.14% | −78−8.4% | Reduced |
| Medallion Wealth Advisors, LLC | 854 | $455.0K | 0.21% | +7+0.8% | Added |
| Grantvest Financial Group LLC | 855 | $455.4K | 0.37% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 856 | $455.9K | 0.21% | +9+1.1% | Added |
| Fortis Advisors, LLC | 856 | $455.9K | 0.30% | +12+1.4% | Added |
| Cannon Advisors, Inc. | 856 | $455.9K | 0.42% | +64+8.1% | Added |
| Ocean Capital Management, LLC | 857 | $456.4K | 0.11% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 859 | $457.5K | 0.11% | +10+1.2% | Added |
| Builder Investment Group Inc | 862 | $459.1K | 0.13% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 863 | $459.6K | 0.37% | −44−4.9% | Reduced |
| RHS Financial, LLC | 864 | $460.1K | 0.26% | −144−14.3% | Reduced |
| Astoria Strategic Wealth, Inc. | 864 | $460.1K | 0.14% | 00.0% | Unchanged |
| Drake & Associates, LLC | 867 | $461.7K | 0.13% | −181−17.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 867 | $461.7K | 0.19% | 00.0% | Unchanged |
| NDVR, Inc. | 870 | $463.3K | 0.47% | −3−0.3% | Reduced |
| Zevin Asset Management LLC | 874 | $465.0K | 0.07% | −43−4.7% | Reduced |
| Bullock Wealth Management Group | 873 | $465.3K | 0.26% | −49−5.3% | Reduced |
| Saranac Partners Ltd | 874 | $465.5K | 0.26% | +874 | New |
| Gibson Wealth Advisors LLC | 875 | $466.0K | 0.37% | 00.0% | Unchanged |
| ETF Store, Inc. | 875 | $466.0K | 0.57% | +26+3.1% | Added |
| Orion Capital Management LLC | 877 | $467.1K | 0.20% | −15−1.7% | Reduced |
| Moller Financial Services | 877 | $467.1K | 0.12% | 00.0% | Unchanged |
| Note Advisors, LLC | 877 | $467.1K | 0.39% | −16−1.8% | Reduced |
| M.E. Allison & Co., Inc. | 878 | $467.6K | 0.46% | +10+1.2% | Added |
| Kondo Wealth Advisors, Inc. | 880 | $468.7K | 0.23% | +36+4.3% | Added |
| Tull Financial Group, Inc. | 882 | $469.7K | 0.27% | +13+1.5% | Added |
| Fairfield, Bush & Co. | 882 | $469.7K | 0.30% | +89+11.2% | Added |
| Quantum Financial Planning Services, Inc. | 883 | $470.3K | 0.26% | −400−31.2% | Reduced |
| Waypoint Wealth Partners Inc. | 884 | $470.9K | 0.13% | −61−6.5% | Reduced |
| Pollock Investment Advisors, LLC | 885 | $471.3K | 0.38% | 00.0% | Unchanged |
| Chelsea Counsel Co | 889 | $473.5K | 0.26% | −50−5.3% | Reduced |
| Earnest Partners LLC | 889 | $473.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 899 | $473.6K | 0.11% | +64+7.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 891 | $474.5K | 0.13% | +8+0.9% | Added |
| 17 Capital Partners, LLC | 891 | $474.5K | 0.30% | +10+1.1% | Added |
| Colonial River Wealth Management, LLC | 893 | $475.6K | 0.26% | −4,979−84.8% | Reduced |
| ELCO Management Co., LLC | 895 | $476.7K | 0.26% | 00.0% | Unchanged |
| Manske Wealth Management | 897 | $477.7K | 0.18% | 00.0% | Unchanged |
| Barings LLC | 898 | $478.3K | 0.01% | −198−18.1% | Reduced |
| Edge Financial Advisors LLC | 899 | $478.8K | 0.30% | +118+15.1% | Added |
| Matauro, LLC | 899 | $479.0K | 0.10% | +236+35.6% | Added |
| Boston Common Asset Management, LLC | 900 | $479.3K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 903 | $480.9K | 0.16% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 905 | $481.0K | 0.25% | −7−0.8% | Reduced |
| Next Level Wealth Planning, LLC | 904 | $481.5K | 0.36% | +44+5.1% | Added |
| Mullaney, Keating & Wright, Inc. | 904 | $481.5K | 0.32% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 905 | $482.0K | 0.31% | +2+0.2% | Added |
| Manchester Capital Management LLC | 905 | $482.0K | 0.06% | +81+9.8% | Added |
| Kiker Wealth Management, LLC | 909 | $484.1K | 0.33% | −528−36.7% | Reduced |
| Barrett & Company, Inc. | 911 | $484.9K | 0.21% | −100−9.9% | Reduced |
| Cascade Wealth Advisors, Inc | 920 | $485.9K | 0.34% | +420+84.0% | Added |
| Purus Wealth Management, LLC | 915 | $487.3K | 0.21% | −65−6.6% | Reduced |
| Clear Investment Research, LLC | 915 | $487.3K | 0.65% | −16−1.7% | Reduced |
| New England Capital Financial Advisors LLC | 915 | $487.3K | 0.25% | +15+1.7% | Added |
| Accretive Wealth Partners, LLC | 953 | $488.3K | 0.17% | +36+3.9% | Added |
| Golden Bell Financial Planning LLC | 918 | $488.9K | 0.47% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 918 | $488.9K | 0.21% | +107+13.2% | Added |
| Corient IA LLC | 919 | $489.4K | 0.35% | +919 | New |
| Investment Advisory Services Inc | 922 | $491.0K | 0.18% | 00.0% | Unchanged |
| Claris Advisors, LLC | 923 | $491.6K | 0.18% | +25+2.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 925 | $492.6K | 0.14% | −270−22.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 925 | $492.6K | 0.12% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $492.6K | 0.15% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 927 | $493.7K | 0.12% | +221+31.3% | Added |