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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 1,411 | $751.5K | 0.55% | +251+21.6% | Added |
| Verisail Partners, LLC | 1,551 | $753.4K | 0.32% | −4−0.3% | Reduced |
| Shared Vision Wealth Group LLC | 1,598 | $754.2K | 0.38% | +27+1.7% | Added |
| Wall Street Financial Group, Inc. | 1,553 | $754.4K | 0.68% | +1,133+269.8% | Added |
| Rooted Wealth Advisors, Inc. | 1,586 | $754.7K | 0.26% | +353+28.6% | Added |
| Main Street Group, LTD | 1,556 | $755.9K | 0.25% | −81−4.9% | Reduced |
| LeConte Wealth Management, LLC | 1,556 | $755.9K | 0.51% | +300+23.9% | Added |
| Paragon Financial Partners, Inc. | 1,557 | $756.3K | 0.52% | +53+3.5% | Added |
| James Hambro & Partners | 1,559 | $756.4K | 0.03% | −80−4.9% | Reduced |
| Dogwood Wealth Management LLC | 1,584 | $756.5K | 0.37% | +1,310+478.1% | Added |
| Iron Financial, LLC | 1,558 | $756.8K | 0.40% | +301+23.9% | Added |
| Berkeley Capital Partners, LLC | 1,559 | $757.3K | 0.19% | −71−4.4% | Reduced |
| Horizons Wealth Management | 1,566 | $760.7K | 0.55% | −84−5.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,569 | $761.9K | 0.35% | −107−6.4% | Reduced |
| Citizens & Northern Corp | 1,574 | $764.6K | 0.20% | −176−10.1% | Reduced |
| Wiser Advisor Group LLC | 1,577 | $766.1K | 1.33% | +1,519+2,619.0% | Added |
| McCarthy & Cox | 1,577 | $766.1K | 0.20% | −73−4.4% | Reduced |
| Tower Wealth Partners, Inc. | 1,578 | $766.5K | 0.45% | +50+3.3% | Added |
| Global Financial Private Client, LLC | 1,580 | $767.6K | 0.29% | +99+6.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,583 | $769.0K | 0.40% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,583 | $769.0K | 0.20% | −102−6.1% | Reduced |
| Dunhill Financial, LLC | 1,583 | $769.5K | 0.22% | +1,005+173.9% | Added |
| Binnacle Investments Inc | 1,585 | $769.9K | 0.50% | +1+0.1% | Added |
| WealthCollab, LLC | 1,585 | $769.9K | 0.43% | +60+3.9% | Added |
| Red Spruce Capital, LLC | 1,590 | $772.4K | 0.33% | +12+0.8% | Added |
| Centerline Wealth Advisors, LLC | 1,591 | $772.9K | 0.38% | −95−5.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,591 | $772.9K | 0.44% | +96+6.4% | Added |
| Berkshire Money Management, Inc. | 1,592 | $773.3K | 0.08% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 1,594 | $774.3K | 0.69% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,597 | $775.8K | 0.48% | +120+8.1% | Added |
| 1620 Investment Advisors, Inc. | 1,600 | $777.5K | 0.55% | +24+1.5% | Added |
| Crestmont Private Wealth LLC | 1,602 | $778.2K | 0.28% | +137+9.4% | Added |
| Foresight Capital Management Advisors, Inc. | 1,604 | $779.2K | 0.45% | −204−11.3% | Reduced |
| Fortress Financial Group, LLC | 1,708 | $779.6K | 0.66% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,606 | $780.1K | 0.68% | +63+4.1% | Added |
| Fairvoy Private Wealth, LLC | 1,607 | $780.6K | 0.19% | +47+3.0% | Added |
| Wealth Management Partners, LLC | 1,637 | $782.5K | 0.28% | −2−0.1% | Reduced |
| Anson Funds Management LP | 1,611 | $782.6K | 0.14% | 00.0% | Unchanged |
| Prudent Investors Network | 1,614 | $784.0K | 0.21% | −3−0.2% | Reduced |
| Compass Wealth Management LLC | 1,614 | $784.0K | 0.19% | +49+3.1% | Added |
| Winslow Asset Management Inc | 1,616 | $785.0K | 0.16% | −160−9.0% | Reduced |
| Rik Saylor Financial, Inc. | 1,618 | $786.0K | 0.61% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 1,621 | $787.4K | 0.28% | −26−1.6% | Reduced |
| Laidlaw Wealth Management LLC | 1,626 | $789.9K | 2.28% | −1,358−45.5% | Reduced |
| Abound Financial, LLC | 1,626 | $789.9K | 0.35% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,629 | $791.3K | 0.23% | +78+5.0% | Added |
| Founders Grove Wealth Partners, LLC | 1,629 | $791.3K | 0.20% | +138+9.3% | Added |
| TrueWealth Advisors, LLC | 1,630 | $791.8K | 0.23% | +39+2.5% | Added |
| Cape Investment Advisory, Inc. | 1,631 | $792.3K | 0.29% | +61+3.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,633 | $793.0K | 0.04% | +60+3.8% | Added |
| Martin Worley Group | 1,636 | $794.7K | 0.39% | +98+6.4% | Added |
| Empirical Asset Management, LLC | 1,637 | $795.2K | 0.25% | −25−1.5% | Reduced |
| PFG Private Wealth Management, LLC | 1,640 | $796.7K | 0.41% | +145+9.7% | Added |
| Cooper/Haims Advisors, LLC | 1,643 | $798.1K | 0.39% | +122+8.0% | Added |
| Symmetry Partners, LLC | 1,648 | $800.7K | 0.10% | +85+5.4% | Added |
| Michels Family Financial, LLC | 1,649 | $801.0K | 0.68% | −13−0.8% | Reduced |
| Accel Wealth Management | 1,649 | $801.0K | 0.27% | +29+1.8% | Added |
| Efficient Advisors, LLC | 1,652 | $802.5K | 0.05% | +1,652 | New |
| Jentner Corp | 1,653 | $803.0K | 0.22% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,654 | $803.5K | 0.22% | +169+11.4% | Added |
| Lionshead Wealth Management, LLC | 1,657 | $804.9K | 0.74% | +8+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 1,658 | $805.4K | 0.06% | −225−11.9% | Reduced |
| Argent Capital Management LLC | 1,658 | $805.4K | 0.02% | −12−0.7% | Reduced |
| Gould Asset Management LLC | 1,658 | $805.4K | 0.16% | +71+4.5% | Added |
| Vantage Financial Partners, LLC | 1,660 | $806.1K | 0.19% | +9+0.5% | Added |
| Progressive Investment Management Corp | 1,660 | $806.4K | 0.21% | −1,488−47.3% | Reduced |
| Banque de Luxembourg S.A. | 1,517 | $807.9K | 0.46% | 00.0% | Unchanged |
| Covestor Ltd | 1,662 | $808.0K | 0.48% | −350−17.4% | Reduced |
| Maven Securities LTD | 1,664 | $808.3K | 0.21% | −884−34.7% | Reduced |
| KFA Private Wealth Group, LLC | 1,664 | $808.3K | 0.25% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,665 | $808.7K | 0.28% | −3−0.2% | Reduced |
| Hirtle Callaghan & Co LLC | 1,669 | $810.8K | 0.03% | −220−11.6% | Reduced |
| Partners in Financial Planning | 1,669 | $810.8K | 0.15% | 00.0% | Unchanged |
| Investment Management Corp | 1,671 | $811.7K | 0.74% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,675 | $813.7K | 0.28% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 1,676 | $814.2K | 0.40% | −74−4.2% | Reduced |
| Clearwater Capital Advisors, LLC | 1,678 | $815.2K | 0.07% | +34+2.1% | Added |
| Sendero Wealth Management, LLC | 1,679 | $815.6K | 0.10% | +280+20.0% | Added |
| Carl P. Sherr & Co., LLC | 1,681 | $816.6K | 0.41% | −55−3.2% | Reduced |
| Cherrydale Wealth Management, LLC | 1,682 | $817.1K | 0.28% | 00.0% | Unchanged |
| Geneva Partners, LLC | 1,682 | $817.1K | 0.32% | +1,682 | New |
| Robinson Smith Wealth Advisors LLC | 1,684 | $818.0K | 0.65% | +20+1.2% | Added |
| Isthmus Partners, LLC | 1,686 | $819.0K | 0.10% | +154+10.1% | Added |
| Financial Network Wealth Advisors LLC | 1,690 | $821.0K | 1.00% | −63−3.6% | Reduced |
| Thoma Capital Management LLC | 1,690 | $821.0K | 0.52% | +58+3.6% | Added |
| Choice Wealth Advisors, LLC | 1,691 | $821.4K | 0.37% | −63−3.6% | Reduced |
| Johnson Financial Group, LLC | 1,692 | $821.9K | 0.08% | −98−5.5% | Reduced |
| MGO Private Wealth, LLC | 1,692 | $821.9K | 0.53% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 1,693 | $822.4K | 2.30% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,695 | $823.4K | 0.43% | +109+6.9% | Added |
| Marquette Asset Management, LLC | 1,695 | $823.4K | 0.14% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,699 | $825.3K | 0.19% | +115+7.3% | Added |
| Exchange Bank | 1,702 | $826.8K | 0.65% | −5−0.3% | Reduced |
| Northern Capital Management, Inc. | 1,703 | $827.3K | 0.49% | +47+2.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $830.2K | 0.54% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,711 | $831.2K | 0.34% | −55−3.1% | Reduced |
| Carr Financial Group Corp | 1,711 | $831.2K | 0.25% | +68+4.1% | Added |
| Gentry Private Wealth, LLC | 1,715 | $833.1K | 0.64% | +11+0.6% | Added |
| 49 Wealth Management, LLC | 1,715 | $833.1K | 0.09% | +251+17.1% | Added |
| Argent Advisors, Inc. | 1,718 | $834.6K | 0.26% | +490+39.9% | Added |