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; 4,929 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, Q2 2025
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 4,586
- +93 vs. Q1 2025
- Shares held
- 877.4M
- −178.3K (0.0%) vs. Q1 2025
- Total value
- $425.8B
- −$40.8B (−8.7%) vs. Q1 2025
- New holders
- 216
- 1,994 more added
- Sold out
- 123
- 1,733 more reduced
66 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 4,929 | $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 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 1,233 | $599.0K | 0.39% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,235 | $599.0K | 0.22% | +278+29.0% | Added |
| Friday Financial | 1,234 | $599.4K | 0.30% | +30+2.5% | Added |
| Clear Street Markets LLC | 1,234 | $599.4K | 0.21% | +1,234 | New |
| Brueske Advisory Services, LLC | 1,237 | $600.9K | 0.41% | −2−0.2% | Reduced |
| Elm Partners Management LLC | 1,238 | $601.5K | 0.03% | +1,238 | New |
| Sunburst Financial Group, LLC | 1,239 | $601.9K | 0.13% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,239 | $602.0K | 0.37% | 00.0% | Unchanged |
| Persium Advisors, LLC | 1,240 | $602.4K | 0.50% | +67+5.7% | Added |
| Bruce G. Allen Investments, LLC | 1,241 | $602.8K | 0.46% | −2−0.2% | Reduced |
| Yoffe Investment Management, LLC | 1,241 | $602.8K | 0.82% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,241 | $602.8K | 0.03% | +1,241 | New |
| Virtue Capital Management, LLC | 1,243 | $603.8K | 0.11% | −5,360−81.2% | Reduced |
| Aspect Partners, LLC | 1,243 | $603.8K | 0.30% | +106+9.3% | Added |
| Gouws Capital LLC | 1,246 | $605.3K | 0.37% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,247 | $605.8K | 0.10% | +793+174.7% | Added |
| Congress Asset Management Co | 1,250 | $607.2K | 0.00% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 1,251 | $607.7K | 0.43% | +5+0.4% | Added |
| Optivise Advisory Services LLC | 1,253 | $608.8K | 0.31% | +84+7.2% | Added |
| Sharp Financial Services, LLC | 1,255 | $609.6K | 0.39% | +41+3.4% | Added |
| West Bancorporation Inc | 1,259 | $611.6K | 0.39% | +85+7.2% | Added |
| Davis Investment Partners, LLC | 1,250 | $612.0K | 0.22% | +1,250 | New |
| Virtus Wealth Solutions LLC | 1,261 | $612.4K | 0.13% | −47−3.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,261 | $612.6K | 0.29% | +100+8.6% | Added |
| Financial Council Asset Management Inc | 1,263 | $613.5K | 0.30% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,268 | $616.0K | 0.35% | −128−9.2% | Reduced |
| Aspen Wealth Strategies, LLC | 1,269 | $616.4K | 0.37% | 00.0% | Unchanged |
| Burk Holdings LLC | 1,269 | $616.4K | 0.39% | +4+0.3% | Added |
| Bridge Creek Capital Management LLC | 1,269 | $616.4K | 0.18% | −5−0.4% | Reduced |
| Doliver Advisors, LP | 1,270 | $616.9K | 0.17% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 1,270 | $616.9K | 0.47% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,273 | $618.4K | 0.30% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,274 | $618.9K | 0.11% | +837+191.5% | Added |
| Portfolio Strategies, Inc. | 1,275 | $619.4K | 0.08% | −3−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,275 | $619.4K | 0.30% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,276 | $620.0K | 0.13% | −84−6.2% | Reduced |
| New Century Financial Group, LLC | 1,277 | $620.3K | 0.73% | +59+4.8% | Added |
| Rialto Wealth Management, LLC | 1,277 | $620.3K | 0.17% | +5+0.4% | Added |
| Inman Jager Wealth Management, LLC | 1,279 | $621.3K | 0.42% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,280 | $621.8K | 0.29% | −111−8.0% | Reduced |
| Arcadia Wealth Management, LLC | 1,281 | $622.3K | 0.27% | −65−4.8% | Reduced |
| Alterna Wealth Management, Inc | 1,283 | $623.2K | 0.50% | −3,229−71.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,285 | $624.2K | 0.07% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 1,291 | $627.1K | 0.20% | +72+5.9% | Added |
| Sims Investment Management, LLC | 1,294 | $628.6K | 0.25% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,297 | $629.0K | 0.22% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,295 | $629.1K | 0.44% | −76−5.5% | Reduced |
| Provident Investment Management, Inc. | 1,297 | $630.0K | 0.05% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,300 | $631.4K | 0.14% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 1,300 | $631.5K | 0.44% | −1,041−44.5% | Reduced |
| Grace & White Inc | 1,300 | $631.5K | 0.12% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,300 | $631.5K | 0.42% | +53+4.3% | Added |
| Talbot Financial, LLC | 1,301 | $632.0K | 0.06% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,307 | $634.9K | 0.00% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,308 | $635.4K | 0.27% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,310 | $636.4K | 0.23% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 1,311 | $636.8K | 0.43% | −1,047−44.4% | Reduced |
| Prelude Capital Management, LLC | 1,314 | $638.3K | 0.06% | +1,314 | New |
| Maseco LLP | 1,318 | $639.4K | 0.02% | +1,318 | New |
| Bestgate Wealth Advisors, LLC | 1,202 | $640.2K | 1.33% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 1,320 | $641.2K | 0.28% | +181+15.9% | Added |
| Abbot Financial Management, Inc. | 1,321 | $641.7K | 0.30% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 1,322 | $642.2K | 0.40% | +615+87.0% | Added |
| Financial Advisors, LLC | 1,323 | $642.7K | 0.12% | +6+0.5% | Added |
| Louisbourg Investments Inc. | 1,329 | $645.6K | 0.15% | +111+9.1% | Added |
| Atlas Wealth Partners, LLC | 1,330 | $646.0K | 0.75% | −40−2.9% | Reduced |
| Cutler Capital Management, LLC | 1,330 | $646.1K | 0.22% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 1,330 | $646.1K | 0.53% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,332 | $647.0K | 0.63% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $647.5K | 0.04% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 1,333 | $647.5K | 0.42% | +150+12.7% | Added |
| Pure Portfolios Holdings LLC | 1,334 | $648.0K | 0.22% | −45−3.3% | Reduced |
| Fortis Group Advisors, LLC | 1,360 | $649.4K | 0.12% | −9,823−87.8% | Reduced |
| PFW Advisors LLC | 1,338 | $650.0K | 0.20% | −67−4.8% | Reduced |
| Attessa Capital LLC | 1,339 | $650.4K | 0.42% | +1,339 | New |
| Vision Capital Management, Inc. | 1,341 | $651.4K | 0.09% | +50+3.9% | Added |
| Caerus Investment Advisors, LLC | 1,344 | $652.9K | 0.62% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,345 | $653.4K | 0.30% | +606+82.0% | Added |
| Systematic Alpha Investments, LLC | 1,346 | $653.8K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,347 | $654.3K | 0.17% | +1,347 | New |
| New Millennium Group LLC | 1,349 | $655.3K | 0.36% | +215+19.0% | Added |
| MQS Management LLC | 1,349 | $655.3K | 0.36% | +690+104.7% | Added |
| Goldstein Advisors, LLC | 1,349 | $655.3K | 0.09% | −53−3.8% | Reduced |
| Bonness Enterprises Inc | 1,350 | $655.8K | 0.21% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $655.8K | 0.41% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,351 | $656.3K | 0.09% | +363+36.7% | Added |
| Define Financial, LLC | 1,353 | $657.2K | 0.43% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,358 | $659.5K | 0.29% | −8−0.6% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,358 | $659.7K | 0.30% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,359 | $660.2K | 0.05% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,359 | $660.2K | 0.34% | −4,000−74.6% | Reduced |
| Wagner Wealth Management, LLC | 1,362 | $661.6K | 0.15% | +265+24.2% | Added |
| Essential Partners LLC | 1,362 | $661.6K | 0.26% | +1,362 | New |
| Family Investment Center, Inc. | 1,366 | $663.6K | 0.15% | +33+2.5% | Added |
| Optimist Retirement Group LLC | 1,367 | $664.0K | 0.32% | −413−23.2% | Reduced |
| Cercano Management LLC | 1,369 | $665.0K | 0.02% | −861−38.6% | Reduced |
| Signet Financial Management, LLC | 1,370 | $665.5K | 0.08% | −6−0.4% | Reduced |
| Aua Capital Management, LLC | 1,370 | $665.5K | 0.40% | 00.0% | Unchanged |
| English Capital Management LLC | 1,371 | $666.0K | 0.44% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,372 | $666.5K | 0.24% | +59+4.5% | Added |