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 |
|---|---|---|---|---|---|
| Wallington Asset Management, LLC | 1,909 | $927.3K | 0.13% | +40+2.1% | Added |
| Gleason Group, Inc. | 1,911 | $928.3K | 0.10% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,917 | $931.2K | 0.16% | −6−0.3% | Reduced |
| Fortis Capital Advisors, LLC | 1,918 | $931.7K | 0.17% | +286+17.5% | Added |
| First Pacific Financial | 1,919 | $932.2K | 0.14% | +132+7.4% | Added |
| Vanguard Capital Wealth Advisors | 1,923 | $934.1K | 0.93% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,923 | $934.1K | 0.06% | +1,923 | New |
| Dearborn Partners LLC | 1,928 | $936.6K | 0.04% | +29+1.5% | Added |
| Trillium Asset Management, LLC | 1,929 | $937.0K | 0.03% | +392+25.5% | Added |
| Emerald Advisors, LLC | 1,936 | $940.5K | 0.12% | −500−20.5% | Reduced |
| Thrive Capital Management, LLC | 1,938 | $941.4K | 0.29% | +571+41.8% | Added |
| Karani Asset Management LLC | 1,941 | $942.9K | 0.91% | +1,941 | New |
| BlueChip Wealth Advisors LLC | 1,942 | $943.4K | 0.42% | +6+0.3% | Added |
| Cascade Investment Group, Inc. | 1,943 | $943.9K | 0.66% | +39+2.0% | Added |
| Rossby Financial, LCC | 1,943 | $943.9K | 0.35% | +69+3.7% | Added |
| Cyr Financial Inc. | 1,944 | $944.3K | 0.73% | +293+17.7% | Added |
| Stableford Capital II LLC | 1,951 | $944.4K | 0.36% | +148+8.2% | Added |
| Ariadne Wealth Management, LP | 1,983 | $946.4K | 0.45% | −305−13.3% | Reduced |
| McClarren Financial Advisors, Inc. | 1,949 | $946.8K | 0.62% | −1,912−49.5% | Reduced |
| Sageworth Trust Co of South Dakota | 1,950 | $947.3K | 1.03% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,951 | $948.0K | 0.39% | −447−18.6% | Reduced |
| Northwest Capital Management Inc | 1,955 | $949.7K | 0.51% | −66−3.3% | Reduced |
| Creative Capital Management Investments LLC | 1,963 | $953.6K | 0.34% | −521−21.0% | Reduced |
| Asset Planning Services Inc | 1,965 | $955.0K | 0.44% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,966 | $955.0K | 0.33% | +154+8.5% | Added |
| Raffa Wealth Management, LLC | 1,966 | $955.0K | 0.19% | +492+33.4% | Added |
| MFA Wealth Services | 1,968 | $956.0K | 0.72% | −187−8.7% | Reduced |
| Payne Capital Management, LLC | 1,970 | $956.9K | 0.37% | +942+91.6% | Added |
| AssuredPartners Investment Advisors, LLC | 1,971 | $957.2K | 0.23% | −329−14.3% | Reduced |
| Gerber, LLC | 1,971 | $957.5K | 0.67% | +35+1.8% | Added |
| BCK Partners, Inc. | 1,975 | $959.4K | 0.56% | −56−2.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,975 | $959.4K | 0.33% | +9+0.5% | Added |
| Anderson Hoagland & Co | 1,975 | $959.4K | 0.09% | +50+2.6% | Added |
| Cambria Investment Management, L.P. | 1,975 | $959.4K | 0.06% | +1,416+253.3% | Added |
| Campion Asset Management LLC | 1,976 | $959.9K | 0.72% | −15−0.8% | Reduced |
| Yarbrough Capital, LLC | 1,977 | $960.4K | 0.03% | +1,977 | New |
| Capital CS Group, LLC | 1,980 | $961.8K | 1.58% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,982 | $962.8K | 0.28% | −68−3.3% | Reduced |
| ABLE Financial Group, LLC | 1,982 | $962.8K | 0.23% | −60−2.9% | Reduced |
| Juncture Wealth Strategies, LLC | 1,983 | $963.3K | 0.34% | −30−1.5% | Reduced |
| Allium Financial Advisors, LLC | 1,984 | $963.8K | 0.84% | +1+0.1% | Added |
| Shelton Wealth Management, LLC | 1,985 | $964.3K | 0.49% | −7−0.4% | Reduced |
| Boyar Asset Management Inc. | 1,986 | $964.7K | 0.63% | −30−1.5% | Reduced |
| Gilman Hill Asset Management, LLC | 1,988 | $965.7K | 0.16% | +60+3.1% | Added |
| Sylvest Advisors, LLC | 1,996 | $969.6K | 0.56% | −43−2.1% | Reduced |
| Schoolcraft Capital LLC | 1,998 | $970.6K | 0.20% | −394−16.5% | Reduced |
| IMZ Advisory Inc | 2,049 | $970.8K | 0.39% | +79+4.0% | Added |
| WestHill Financial Advisors, Inc. | 2,002 | $972.5K | 0.21% | +50+2.6% | Added |
| Fullerton Fund Management Co Ltd. | 2,005 | $974.0K | 0.04% | +812+68.1% | Added |
| 4WEALTH Advisors, Inc. | 2,012 | $977.1K | 1.02% | −622−23.6% | Reduced |
| Selective Wealth Management, Inc. | 2,042 | $977.8K | 0.36% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 2,015 | $978.8K | 0.74% | +2,015 | New |
| Baron Wealth Management LLC | 2,015 | $978.8K | 0.35% | −127−5.9% | Reduced |
| Financial Futures Ltd Liability Co. | 2,015 | $978.8K | 0.52% | −5−0.2% | Reduced |
| Stonehearth Capital Management, LLC | 2,017 | $979.8K | 0.41% | −65−3.1% | Reduced |
| Boltwood Capital Management | 2,019 | $980.8K | 0.28% | −44−2.1% | Reduced |
| DMKC Advisory Services, LLC | 2,072 | $980.9K | 0.51% | +1,264+156.4% | Added |
| NCM Capital Management, LLC | 2,028 | $985.1K | 0.40% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,028 | $985.1K | 0.42% | +18+0.9% | Added |
| apricus wealth, LLC | 2,031 | $986.6K | 0.57% | −100−4.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,032 | $987.0K | 0.01% | −2,071−50.5% | Reduced |
| Mayar Capital Ltd. | 2,038 | $990.0K | 1.82% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,041 | $991.5K | 0.31% | −245−10.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,045 | $993.4K | 0.11% | 00.0% | Unchanged |
| Allie Family Office LLC | 2,050 | $995.8K | 0.49% | +1,016+98.3% | Added |
| Redmont Wealth Advisors LLC | 2,051 | $996.3K | 1.46% | +740+56.4% | Added |
| Marco Investment Management LLC | 2,053 | $997.3K | 0.08% | −172−7.7% | Reduced |
| Everpar Advisors LLC | 2,058 | $999.7K | 0.45% | +107+5.5% | Added |
| New Covenant Trust Company, N.A. | 2,060 | $1.00M | 0.89% | −9−0.4% | Reduced |
| Greenhouse Wealth Management, LLC | 2,060 | $1.00M | 0.64% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,062 | $1.00M | 0.50% | +600+41.0% | Added |
| Edgestream Partners, L.P. | 2,065 | $1.00M | 0.03% | +862+71.7% | Added |
| Security Financial Services, INC. | 2,067 | $1.00M | 0.18% | +49+2.4% | Added |
| Birchcreek Wealth Management, LLC | 2,069 | $1.00M | 0.57% | +220+11.9% | Added |
| Ipsen Advisor Group LLC | 2,070 | $1.01M | 0.77% | +2,070 | New |
| Aristotle Capital Management, LLC | 2,075 | $1.01M | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,076 | $1.01M | 0.77% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,080 | $1.01M | 0.15% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 2,080 | $1.01M | 0.35% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,086 | $1.01M | 0.04% | −319−13.3% | Reduced |
| Wood Tarver Financial Group, LLC | 2,089 | $1.01M | 0.31% | +93+4.7% | Added |
| Alteri Wealth LLC | 2,088 | $1.01M | 0.39% | −39−1.8% | Reduced |
| White Pine Capital LLC | 2,094 | $1.02M | 0.32% | +36+1.7% | Added |
| Axecap Investments, LLC | 2,096 | $1.02M | 0.66% | +2,096 | New |
| DDFG, Inc | 2,099 | $1.02M | 0.26% | −500−19.2% | Reduced |
| Motive Wealth Advisors | 2,106 | $1.02M | 0.47% | +221+11.7% | Added |
| Fountainhead AM, LLC | 2,107 | $1.02M | 0.15% | −1,799−46.1% | Reduced |
| TCM Advisors, LLC | – | $1.02M | 0.85% | – | – |
| Ridgecrest Wealth Partners, LLC | 2,110 | $1.02M | 0.54% | −91−4.1% | Reduced |
| Elk River Wealth Management, LLC | 2,110 | $1.02M | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,116 | $1.03M | 0.50% | −196−8.5% | Reduced |
| AJ Advisors, LLC | 2,121 | $1.03M | 0.46% | −10.0% | Reduced |
| Monograph Wealth Advisors, LLC | 2,121 | $1.03M | 0.13% | +78+3.8% | Added |
| Legacy Capital Wealth Partners, LLC | 2,121 | $1.03M | 0.23% | +99+4.9% | Added |
| Boyd Watterson Asset Management LLC | 2,125 | $1.03M | 0.32% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,131 | $1.04M | 0.34% | +205+10.6% | Added |
| Argentarii, LLC | 2,133 | $1.04M | 0.48% | −11−0.5% | Reduced |
| Level Financial Advisors, Inc. | 2,135 | $1.04M | 0.32% | +15+0.7% | Added |
| Haven Private, LLC | 2,135 | $1.04M | 0.46% | +1,472+222.0% | Added |
| BKM Wealth Management, LLC | 2,141 | $1.04M | 0.41% | +10+0.5% | Added |