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 |
|---|---|---|---|---|---|
| SWP Financial LLC | 1,373 | $667.0K | 0.37% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,375 | $667.9K | 0.32% | +51+3.9% | Added |
| Coign Capital Advisors LLC | 1,375 | $667.9K | 0.45% | +209+17.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,402 | $668.0K | 0.28% | +340+32.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,379 | $669.9K | 0.18% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,384 | $672.3K | 0.52% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 1,385 | $672.8K | 0.03% | +122+9.7% | Added |
| Holistic Financial Partners | 1,386 | $673.3K | 0.29% | +233+20.2% | Added |
| Latitude Advisors, LLC | 1,387 | $673.6K | 0.34% | +25+1.8% | Added |
| Coerente Capital Management | 1,387 | $673.8K | 0.12% | −48−3.3% | Reduced |
| Cetera Trust Company, N.A | 1,387 | $673.8K | 0.40% | 00.0% | Unchanged |
| FC Advisory LLC | 1,392 | $676.2K | 0.21% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,392 | $676.4K | 0.67% | −47−3.3% | Reduced |
| Matrix Private Capital Group LLC | 1,394 | $677.2K | 0.40% | −159−10.2% | Reduced |
| Highview Capital Management LLC | 1,394 | $677.2K | 0.26% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,399 | $679.6K | 0.21% | −514−26.9% | Reduced |
| North Forty Two & Co. | 1,400 | $680.1K | 0.72% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,400 | $680.1K | 0.10% | +1,400 | New |
| Millennium Capital Advisors, LLC | 1,402 | $681.0K | 0.45% | 00.0% | Unchanged |
| Goodman Financial Corp | 1,402 | $681.0K | 0.14% | −703−33.4% | Reduced |
| 44 Wealth Management LLC | 1,403 | $681.5K | 0.24% | −48−3.3% | Reduced |
| Northcape Wealth Management, LLC | 1,409 | $684.5K | 0.21% | +104+8.0% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,413 | $686.4K | 0.31% | +463+48.7% | Added |
| Avos Capital Management, LLC | 1,414 | $686.9K | 0.39% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 1,416 | $687.9K | 0.25% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,416 | $687.9K | 0.64% | +1,416 | New |
| American State Bank (Iowa) | 1,419 | $689.3K | 0.38% | +5+0.4% | Added |
| SilverOak Wealth Management LLC | 1,419 | $689.3K | 0.13% | +35+2.5% | Added |
| Weinberger Asset Management, Inc | 1,420 | $689.8K | 0.27% | +1+0.1% | Added |
| Melone Private Wealth, LLC | 1,422 | $690.6K | 0.35% | −6−0.4% | Reduced |
| Mosaic Financial Group, LLC | 1,422 | $691.0K | 0.53% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,423 | $691.3K | 0.14% | +24+1.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,423 | $691.4K | 0.05% | −188−11.7% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,424 | $691.7K | 0.35% | −7−0.5% | Reduced |
| Integral Investment Advisors, Inc. | 1,426 | $692.7K | 0.20% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,427 | $693.2K | 0.34% | +22+1.6% | Added |
| Schiavi & Co LLC | 1,428 | $693.7K | 0.24% | 00.0% | Unchanged |
| Gainplan LLC | 1,428 | $693.7K | 0.31% | +61+4.5% | Added |
| Private Capital Advisors, Inc. | 1,431 | $695.1K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,431 | $695.1K | 0.13% | +3+0.2% | Added |
| Rogco, LP | 1,433 | $696.1K | 0.26% | +957+201.1% | Added |
| Haven Capital Group, Inc. | 1,435 | $697.0K | 0.61% | +1,435 | New |
| IronOak Wealth LLC. | 1,435 | $697.1K | 0.68% | +1,435 | New |
| Scarborough Advisors, LLC | 1,438 | $698.5K | 0.14% | +730+103.1% | Added |
| FSC Wealth Advisors, LLC | 1,439 | $699.0K | 0.44% | +30+2.1% | Added |
| Brooks, Moore & Associates, Inc. | 1,485 | $700.7K | 0.38% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 1,443 | $700.8K | 0.34% | +41+2.9% | Added |
| Independence Financial Advisors, LLC | 1,444 | $701.2K | 0.27% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,445 | $701.9K | 0.19% | +672+86.9% | Added |
| Cora Capital Advisors LLC | 1,447 | $702.9K | 0.31% | +30+2.1% | Added |
| First Dallas Securities Inc. | 1,452 | $705.3K | 0.28% | −150−9.4% | Reduced |
| Villere St Denis J & Co LLC | 1,453 | $705.8K | 0.07% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,453 | $705.8K | 0.48% | −103−6.6% | Reduced |
| Archetype Wealth Partners | 1,454 | $706.0K | 0.10% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,450 | $707.0K | 0.25% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,458 | $708.0K | 0.08% | +4+0.3% | Added |
| OneAscent Wealth Management LLC | 1,459 | $709.0K | 0.26% | +368+33.7% | Added |
| Momentous Wealth Management, Inc. | 1,462 | $710.2K | 0.46% | −73−4.8% | Reduced |
| Optima Capital LLC | 1,463 | $710.7K | 0.38% | +23+1.6% | Added |
| Adell Harriman & Carpenter Inc | 1,465 | $711.7K | 0.05% | −32−2.1% | Reduced |
| Threadgill Financial, LLC | 1,465 | $711.7K | 0.38% | +263+21.9% | Added |
| Gladius Capital Management LP | 1,466 | $712.1K | 1.12% | −5,502−79.0% | Reduced |
| Brand Asset Management Group, Inc. | 1,466 | $712.3K | 0.27% | −76−4.9% | Reduced |
| Mayfair Advisory Group, LLC | 1,532 | $713.0K | 0.34% | +444+40.8% | Added |
| AA Financial Advisors, LLC | 1,469 | $713.6K | 0.15% | +424+40.6% | Added |
| Connable Office Inc | 1,471 | $714.6K | 0.07% | −1,390−48.6% | Reduced |
| Miramar Capital, LLC | 1,472 | $715.1K | 0.17% | 00.0% | Unchanged |
| Ade, LLC | 1,472 | $715.1K | 0.38% | +242+19.7% | Added |
| Rational Advisors LLC | 1,475 | $716.5K | 0.07% | −1,143−43.7% | Reduced |
| Wetherby Asset Management Inc | 1,475 | $716.5K | 0.03% | +1,475 | New |
| Jackson Thornton Asset Management, LLC | 1,505 | $718.6K | 0.08% | +58+4.0% | Added |
| EnRich Financial Partners LLC | 1,486 | $721.9K | 0.22% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,486 | $721.9K | 0.47% | +429+40.6% | Added |
| Spectrum Investment Advisors, Inc. | 1,489 | $723.3K | 0.42% | −426−22.2% | Reduced |
| Harbour Capital Advisors, LLC | 1,506 | $723.6K | 0.15% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,495 | $726.2K | 0.20% | +95+6.8% | Added |
| Avondale Wealth Management | 1,495 | $726.2K | 0.41% | +390+35.3% | Added |
| Lazari Capital Management, Inc. | 1,497 | $727.2K | 0.27% | +3+0.2% | Added |
| Kure Advisory, LLC | 1,499 | $728.2K | 0.48% | +117+8.5% | Added |
| Truefg, LLC | 1,499 | $728.2K | 0.22% | +1,499 | New |
| HughesLittle Investment Management Ltd. | 1,500 | $728.7K | 0.15% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,500 | $728.7K | 0.19% | +38+2.6% | Added |
| PFC Capital Group, Inc. | 1,503 | $730.0K | 0.34% | −9−0.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,503 | $730.1K | 0.51% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,505 | $731.1K | 0.19% | −9−0.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,506 | $731.3K | 0.30% | −6−0.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,508 | $732.5K | 0.52% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,509 | $733.0K | 0.29% | +40+2.7% | Added |
| Petros Family Wealth, LLC | 1,510 | $733.5K | 0.67% | +133+9.7% | Added |
| GW&K Investment Management, LLC | 1,515 | $736.0K | 0.01% | +315+26.3% | Added |
| Compton Financial Group, LLC | 1,520 | $738.4K | 0.19% | +50+3.4% | Added |
| Highlander Partners, L.P. | 1,525 | $740.8K | 0.28% | −525−25.6% | Reduced |
| Sterling Wealth Management, Inc. | 1,525 | $740.8K | 0.25% | +1,525 | New |
| Port Capital LLC | 1,529 | $743.0K | 0.03% | −40−2.5% | Reduced |
| Curran Financial Partners, LLC | 1,530 | $743.2K | 0.16% | −1,103−41.9% | Reduced |
| Alpha Financial Partners, LLC | 1,530 | $743.2K | 0.54% | +62+4.2% | Added |
| Ssi Investment Management LLC | 1,535 | $745.7K | 0.05% | −1,162−43.1% | Reduced |
| APCM Wealth Management for Individuals | 1,536 | $746.0K | 0.11% | +418+37.4% | Added |
| Total Investment Management Inc | 1,541 | $748.6K | 0.11% | −333−17.8% | Reduced |
| Guild Investment Management, Inc. | 1,546 | $751.0K | 0.65% | −4−0.3% | Reduced |