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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 1,045 | $556.6K | 0.14% | +79+8.2% | Added |
| Willow Creek Wealth Management Inc. | 1,047 | $557.6K | 0.05% | −176−14.4% | Reduced |
| SPC Financial, Inc. | 1,050 | $559.2K | 0.05% | +225+27.3% | Added |
| Park Square Financial Group, LLC | 1,052 | $560.3K | 0.44% | −3−0.3% | Reduced |
| Keener Financial Planning LLC | 1,056 | $562.0K | 0.37% | −32−2.9% | Reduced |
| Semus Wealth Partners LLC | 1,057 | $562.9K | 0.39% | +109+11.5% | Added |
| Opinicus Capital, Inc. | 1,058 | $563.5K | 0.50% | +100+10.4% | Added |
| Smithbridge Asset Management Inc | 1,060 | $564.5K | 0.10% | +1,060 | New |
| Houlihan Financial Resource Group, Ltd. | 1,062 | $566.0K | 0.25% | +30+2.9% | Added |
| Wise Wealth Partners | 1,063 | $566.1K | 1.35% | +148+16.2% | Added |
| Panoramic Capital Partners, LLC | 1,150 | $566.5K | 0.58% | +259+29.1% | Added |
| Barnes Wealth Management Group, Inc | 1,065 | $567.2K | 0.36% | −32−2.9% | Reduced |
| Graney & King, LLC | 1,069 | $569.3K | 0.42% | +379+54.9% | Added |
| Kera Capital Partners, Inc. | 1,074 | $572.0K | 0.17% | −449−29.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,074 | $572.0K | 1.12% | +23+2.2% | Added |
| Mma Asset Management LLC | 1,079 | $574.7K | 0.24% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,081 | $575.7K | 0.87% | +1,081 | New |
| GenWealth Group, Inc. | 1,083 | $576.8K | 0.13% | +544+100.9% | Added |
| Mayfair Advisory Group, LLC | 1,088 | $579.4K | 0.33% | −2−0.2% | Reduced |
| Gutierrez Wealth Advisory, LLC | 1,088 | $579.4K | 0.47% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,091 | $581.0K | 0.25% | −68−5.9% | Reduced |
| Proactive Wealth Strategies LLC | 1,091 | $581.0K | 0.31% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,091 | $581.0K | 0.27% | +5+0.5% | Added |
| Transce3nd, LLC | 1,095 | $583.2K | 0.26% | −1,092−49.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 1,095 | $583.2K | 0.21% | +198+22.1% | Added |
| Wagner Wealth Management, LLC | 1,097 | $584.2K | 0.15% | −12−1.1% | Reduced |
| Highland Financial Advisors, LLC | 1,099 | $585.3K | 0.21% | −479−30.4% | Reduced |
| International Private Wealth Advisors LLC | 1,100 | $585.8K | 0.56% | +28+2.6% | Added |
| Aspen Capital Management, LLC | 1,103 | $587.4K | 0.19% | +1,103 | New |
| Insight Wealth Strategies, LLC | 1,104 | $587.7K | 0.08% | +118+12.0% | Added |
| Anson Capital, Inc. | 1,105 | $588.5K | 0.51% | −53−4.6% | Reduced |
| Crews Bank & Trust | 1,105 | $588.5K | 0.10% | −14−1.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,105 | $588.5K | 0.44% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,105 | $588.5K | 0.51% | +11+1.0% | Added |
| Avondale Wealth Management | 1,105 | $588.5K | 0.37% | +100+10.0% | Added |
| Pinney & Scofield, Inc. | 1,106 | $589.0K | 0.43% | +375+51.3% | Added |
| Theory Financial LLC | 1,108 | $590.1K | 0.25% | 00.0% | Unchanged |
| Bank & Trust Co | 1,108 | $590.1K | 0.48% | +20+1.8% | Added |
| West Paces Advisors Inc. | 1,109 | $590.6K | 0.13% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,112 | $592.2K | 0.25% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 1,114 | $593.3K | 0.10% | −18−1.6% | Reduced |
| TCP Asset Management, LLC | 1,114 | $593.3K | 0.13% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,115 | $593.6K | 0.14% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 1,116 | $594.4K | 0.39% | −508−31.3% | Reduced |
| Orin Green Financial, LLC | 1,173 | $594.6K | 0.28% | – | – |
| APCM Wealth Management for Individuals | 1,118 | $595.4K | 0.09% | +98+9.6% | Added |
| Clark Financial Services Group Inc | 1,119 | $596.0K | 0.41% | +10+0.9% | Added |
| Farrow Financial Inc. | 1,120 | $596.5K | 0.40% | −205−15.5% | Reduced |
| Omega Financial Group, LLC | 1,120 | $596.5K | 0.23% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,120 | $596.5K | 0.35% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,120 | $596.5K | 0.49% | +21+1.9% | Added |
| Central Valley Advisors, LLC | 1,122 | $597.6K | 0.23% | −216−16.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,124 | $598.6K | 0.03% | −5−0.4% | Reduced |
| Flywheel Private Wealth LLC | 1,125 | $599.2K | 0.55% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,126 | $599.7K | 0.32% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,126 | $599.7K | 0.13% | +18+1.6% | Added |
| Enzi Wealth | 1,130 | $600.8K | 0.24% | −110−8.9% | Reduced |
| Axiom Financial Strategies, LLC | 1,130 | $601.8K | 0.36% | +204+22.0% | Added |
| Paulson Wealth Management Inc. | 1,131 | $602.3K | 0.17% | −18−1.6% | Reduced |
| Davies Financial Advisors, Inc. | 1,133 | $603.4K | 0.51% | −149−11.6% | Reduced |
| New Millennium Group LLC | 1,134 | $603.9K | 0.40% | −8−0.7% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,135 | $604.5K | 0.32% | +3+0.3% | Added |
| Burrus Financial Services, Inc. | 1,136 | $605.2K | 0.31% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,137 | $605.5K | 0.35% | +5+0.4% | Added |
| Hamilton Wealth, LLC | 1,139 | $606.6K | 0.15% | +115+11.2% | Added |
| Vantage Point Financial LLC | 1,139 | $606.6K | 0.31% | +171+17.7% | Added |
| Myecfo, LLC | 1,140 | $607.1K | 0.32% | 00.0% | Unchanged |
| Strategent Financial, LLC | 1,140 | $607.1K | 0.55% | −108−8.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,141 | $607.7K | 0.11% | −9−0.8% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,233 | $608.5K | 0.26% | −102−7.6% | Reduced |
| BCM Advisors, LLC | 1,129 | $609.4K | 0.14% | +9+0.8% | Added |
| Integrated Capital Management, LLC | 1,145 | $610.0K | 0.34% | −177−13.4% | Reduced |
| Mendel Money Management | 1,146 | $610.3K | 0.29% | −25−2.1% | Reduced |
| Centennial Bank | 1,150 | $612.5K | 0.29% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 1,150 | $612.5K | 0.27% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,150 | $612.5K | 0.55% | +42+3.8% | Added |
| Kilter Group LLC | 1,151 | $613.0K | 0.40% | −2−0.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,151 | $613.0K | 0.28% | +72+6.7% | Added |
| Rock Point Advisors, LLC | 1,152 | $613.5K | 0.19% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,153 | $614.1K | 0.30% | +39+3.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,154 | $614.8K | 0.32% | +25+2.2% | Added |
| Stegent Equity Advisors, Inc. | 1,158 | $616.7K | 0.63% | −5−0.4% | Reduced |
| Commonwealth Retirement Investments LLC | 1,160 | $617.8K | 0.25% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 1,161 | $618.3K | 0.19% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $618.3K | 0.32% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,162 | $618.6K | 0.47% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 1,165 | $620.5K | 0.13% | +15+1.3% | Added |
| Coign Capital Advisors LLC | 1,166 | $621.0K | 0.48% | −1,604−57.9% | Reduced |
| Davis-Rea Ltd. | 1,167 | $621.5K | 0.17% | +707+153.7% | Added |
| Summit Financial Consulting LLC | 1,168 | $622.1K | 0.58% | +1,168 | New |
| Optivise Advisory Services LLC | 1,169 | $622.4K | 0.35% | +51+4.6% | Added |
| Persium Advisors, LLC | 1,173 | $624.7K | 0.59% | −1−0.1% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 1,173 | $624.7K | 0.41% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,173 | $624.7K | 0.33% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 1,174 | $625.2K | 0.38% | −30−2.5% | Reduced |
| West Bancorporation Inc | 1,174 | $625.2K | 0.42% | +574+95.7% | Added |
| Brogan Financial, Inc. | 1,175 | $625.8K | 0.30% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,178 | $627.4K | 0.48% | +1,178 | New |
| Conestoga Capital Advisors, LLC | 1,180 | $628.4K | 0.01% | +15+1.3% | Added |
| Indie Asset Partners, LLC | 1,182 | $629.5K | 0.55% | −236−16.6% | Reduced |