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 |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 962 | $494.3K | 0.48% | +6+0.6% | Added |
| Berkshire Bank | 930 | $495.3K | 0.12% | +50+5.7% | Added |
| Oxinas Partners Wealth Management LLC | 931 | $495.8K | 0.29% | +51+5.8% | Added |
| Colton Groome Financial Advisors, LLC | 930 | $495.9K | 0.19% | +9+1.0% | Added |
| Round Hill Asset Management | 935 | $498.0K | 0.36% | −1,025−52.3% | Reduced |
| King Wealth | 935 | $498.0K | 0.08% | +6+0.6% | Added |
| Primoris Wealth Advisors, LLC | 886 | $498.5K | 0.39% | +56+6.7% | Added |
| Collaborative Wealth Managment Inc. | 938 | $499.6K | 0.23% | −32−3.3% | Reduced |
| Griffith & Werner, Inc. | 938 | $499.6K | 0.31% | −7−0.7% | Reduced |
| Richardson Financial Services Inc. | 938 | $499.6K | 0.38% | −10−1.1% | Reduced |
| Howard Bailey Securities, LLC | 943 | $502.2K | 0.17% | +3+0.3% | Added |
| Everest Management Corp. | 944 | $502.8K | 0.46% | +134+16.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 945 | $503.3K | 0.14% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 945 | $503.3K | 0.25% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 945 | $503.3K | 0.66% | +430+83.5% | Added |
| Better Money Decisions, LLC | 946 | $503.8K | 0.34% | −68−6.7% | Reduced |
| Stordahl Capital Management, Inc. | 947 | $504.4K | 0.12% | +17+1.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 948 | $504.9K | 0.41% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 950 | $506.0K | 0.37% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 952 | $507.0K | 0.16% | −50−5.0% | Reduced |
| Passive Capital Management, LLC. | 953 | $507.5K | 0.16% | +218+29.7% | Added |
| SwitchPoint Financial Planning, LLC | 955 | $508.6K | 0.48% | −985−50.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 955 | $508.6K | 0.44% | −249−20.7% | Reduced |
| Kings Path Partners LLC | 955 | $508.6K | 0.25% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 957 | $509.0K | 0.18% | −1,250−56.6% | Reduced |
| GEM Asset Management, LLC | 955 | $509.0K | 0.29% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 956 | $509.3K | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,040 | $510.0K | 0.10% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 958 | $510.2K | 0.31% | −15−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 960 | $511.3K | 0.07% | +200+26.3% | Added |
| Aspiring Ventures, LLC | 987 | $511.4K | 0.29% | +400+68.1% | Added |
| Divergent Planning, LLC | 954 | $513.0K | 0.17% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 964 | $513.4K | 0.53% | −659−40.6% | Reduced |
| Redwood Wealth Management Group, LLC | 965 | $513.9K | 0.26% | +8+0.8% | Added |
| Brickley Wealth Management | 965 | $513.9K | 0.11% | +24+2.6% | Added |
| Monument Capital Management | 965 | $513.9K | 0.16% | +53+5.8% | Added |
| Tanglewood Legacy Advisors, LLC | 966 | $514.5K | 0.23% | −28−2.8% | Reduced |
| Toth Financial Advisory Corp | 967 | $515.0K | 0.06% | −7−0.7% | Reduced |
| Rainier Family Wealth Inc | 969 | $516.1K | 0.61% | −20−2.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 971 | $517.1K | 0.28% | −14−1.4% | Reduced |
| New Jersey Better Educational Savings Trust | 972 | $517.7K | 1.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 972 | $517.7K | 0.38% | 00.0% | Unchanged |
| WBI Investments | 973 | $518.0K | 0.14% | +973 | New |
| Lynx Capital Group Ltd | 975 | $519.3K | 0.27% | 00.0% | Unchanged |
| Northwest Financial Advisors | 978 | $520.9K | 0.43% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 980 | $521.9K | 0.17% | −423−30.1% | Reduced |
| Stone Point Wealth LLC | 980 | $521.9K | 0.18% | −49−4.8% | Reduced |
| Lighthouse Financial LLC | 980 | $521.9K | 0.45% | 00.0% | Unchanged |
| Postrock Partners LLC | 981 | $522.5K | 0.26% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 985 | $524.6K | 0.14% | +4+0.4% | Added |
| Wallace Advisory Group, LLC | 1,160 | $525.8K | 0.36% | +676+139.7% | Added |
| Flaharty Asset Management, LLC | 988 | $526.2K | 0.08% | −48−4.6% | Reduced |
| ArborFi Advisors, LLC | 988 | $526.2K | 0.52% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 989 | $526.7K | 0.43% | +152+18.2% | Added |
| Alamar Capital Management, LLC | 989 | $526.7K | 0.31% | +300+43.5% | Added |
| Stony Point Wealth Management Inc. | 990 | $527.3K | 0.22% | +32+3.3% | Added |
| Advance Capital Management, Inc. | 992 | $528.3K | 0.03% | +17+1.7% | Added |
| US Asset Management LLC | 996 | $530.0K | 0.51% | −11−1.1% | Reduced |
| Marotta Asset Management | 1,154 | $531.1K | 0.10% | −8−0.7% | Reduced |
| Advus Financial Partners, LLC | 999 | $532.0K | 0.23% | +111+12.5% | Added |
| Night Owl Capital Management, LLC | 1,000 | $532.6K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,000 | $532.6K | 0.27% | +10+1.0% | Added |
| MUFG Securities EMEA plc | 999 | $532.6K | 0.01% | +999 | New |
| Chung Wu Investment Group, LLC | 1,000 | $532.6K | 0.64% | +1,000 | New |
| Oxler Private Wealth LLC | 1,001 | $533.1K | 0.19% | −50−4.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $533.1K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,002 | $533.6K | 0.42% | +135+15.6% | Added |
| Seek First Inc. | 1,002 | $533.6K | 0.47% | +1,002 | New |
| Cranbrook Wealth Management, LLC | 1,003 | $534.2K | 0.12% | 00.0% | Unchanged |
| Entrewealth, LLC | 1,003 | $534.2K | 0.41% | +201+25.1% | Added |
| W Advisors, LLC | 1,004 | $534.7K | 0.33% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,005 | $535.2K | 0.10% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 1,007 | $536.5K | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,008 | $536.8K | 0.02% | −4−0.4% | Reduced |
| Affinity Wealth Management LLC | 1,010 | $537.9K | 0.10% | +25+2.5% | Added |
| Reliant Investment Management, LLC | 1,010 | $537.9K | 0.28% | +401+65.8% | Added |
| Pinnacle Family Advisors, LLC | 1,011 | $538.4K | 0.29% | +9+0.9% | Added |
| Noble Wealth Management PBC | 1,016 | $541.1K | 0.37% | −6−0.6% | Reduced |
| Hara Capital LLC | 1,017 | $541.6K | 0.37% | +2+0.2% | Added |
| Quartz Partners, LLC | 1,017 | $541.8K | 0.33% | −51−4.8% | Reduced |
| Retirement Solution Inc. | 1,017 | $541.8K | 0.15% | +1,017 | New |
| BCO Wealth Management LLC | 1,019 | $542.7K | 0.43% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,023 | $544.8K | 0.35% | +151+17.3% | Added |
| Clarendon Private LLC | 1,024 | $545.4K | 0.58% | −299−22.6% | Reduced |
| Syntax Research, Inc. | 1,024 | $545.4K | 0.38% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,024 | $545.4K | 0.27% | +83+8.8% | Added |
| Taurus Asset Management, LLC | 1,025 | $545.9K | 0.06% | −100−8.9% | Reduced |
| Vigilare Wealth Management | 1,025 | $545.9K | 0.22% | −29−2.8% | Reduced |
| American Asset Management Inc. | 1,027 | $547.0K | 0.54% | +2+0.2% | Added |
| Payne Capital Management, LLC | 1,028 | $547.5K | 0.23% | 00.0% | Unchanged |
| Fidato Wealth LLC | 1,029 | $548.0K | 0.42% | −66−6.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,029 | $548.0K | 0.20% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,029 | $548.0K | 0.21% | +63+6.5% | Added |
| HFG Advisors, Inc. | 1,032 | $549.6K | 0.47% | +188+22.3% | Added |
| Granite Group Advisors, LLC | 1,033 | $550.2K | 0.38% | +83+8.7% | Added |
| Allie Family Office LLC | 1,034 | $550.7K | 0.30% | −96−8.5% | Reduced |
| FSA Wealth Management LLC | 1,035 | $551.2K | 0.23% | +208+25.2% | Added |
| Lion Street Advisors, LLC | 1,038 | $552.8K | 0.18% | +436+72.4% | Added |
| Auto-Owners Insurance Co | 2,390 | $554.1K | 0.02% | −7,190−75.1% | Reduced |
| Donald L. Hagan, LLC | 1,041 | $554.4K | 0.29% | 00.0% | Unchanged |