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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Advisors | 2,141 | $1.04M | 0.13% | +8+0.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,147 | $1.04M | 0.79% | +1,199+126.5% | Added |
| Canandaigua National Trust Co of Florida | 2,152 | $1.05M | 0.74% | +653+43.6% | Added |
| Maryland Capital Advisors Inc. | 2,158 | $1.05M | 0.41% | +7+0.3% | Added |
| Promethium Advisors,llc | 2,163 | $1.05M | 0.64% | +610+39.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,168 | $1.05M | 0.19% | +2,168 | New |
| Generali Investments, Management Co LLC | 2,173 | $1.05M | 0.24% | +127+6.2% | Added |
| Full Sail Capital, LLC | 2,172 | $1.06M | 0.06% | −298−12.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,175 | $1.06M | 0.40% | +23+1.1% | Added |
| Foster & Motley Inc | 2,177 | $1.06M | 0.06% | +50+2.4% | Added |
| Cascade Investment Advisors, Inc. | 2,180 | $1.06M | 0.68% | −230−9.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,181 | $1.06M | 0.29% | 00.0% | Unchanged |
| Harbor Group, Inc. | 2,187 | $1.06M | 0.19% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,188 | $1.06M | 0.21% | +2,188 | New |
| Vega Investment Solutions | 2,189 | $1.06M | 0.25% | −159−6.8% | Reduced |
| Tarbox Family Office, Inc. | 2,189 | $1.06M | 0.16% | −45−2.0% | Reduced |
| William Allan, LLC | 2,193 | $1.07M | 0.62% | −13−0.6% | Reduced |
| InTrack Investment Management Inc | 2,195 | $1.07M | 0.72% | +479+27.9% | Added |
| Campbell & CO Investment Adviser LLC | 2,193 | $1.07M | 0.07% | +2,193 | New |
| Maripau Wealth Management LLC | 2,194 | $1.07M | 0.54% | +213+10.8% | Added |
| Elevatus Welath Management | 2,200 | $1.07M | 0.36% | −4−0.2% | Reduced |
| Harvest Investment Services, LLC | 2,204 | $1.07M | 0.24% | −181−7.6% | Reduced |
| Tidemark, LLC | 2,208 | $1.07M | 0.35% | +274+14.2% | Added |
| EWG Elevate Inc. | 2,210 | $1.07M | 0.33% | +24+1.1% | Added |
| Kane Investment Management, Inc. | 2,212 | $1.07M | 0.56% | +340+18.2% | Added |
| Cornerstone Advisors Asset Management, LLC | 2,213 | $1.08M | 0.21% | +99+4.7% | Added |
| Sky-Mountain Capital Management, Inc. | 2,331 | $1.08M | 0.71% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,216 | $1.08M | 1.21% | +266+13.6% | Added |
| Tripletail Wealth Management, LLC | 2,323 | $1.08M | 1.54% | +2,323 | New |
| Spartan Planning & Wealth Management | 2,224 | $1.08M | 0.93% | −640−22.3% | Reduced |
| Argyle Capital Management Inc. | 2,226 | $1.08M | 0.39% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 2,227 | $1.08M | 0.39% | +40+1.8% | Added |
| Claris Financial LLC | 2,230 | $1.08M | 0.82% | −464−17.2% | Reduced |
| Triton Wealth Management, PLLC | 2,254 | $1.08M | 0.46% | +2,254 | New |
| BOS Asset Management, LLC | 2,234 | $1.09M | 0.35% | +22+1.0% | Added |
| Defined Wealth Management, LLC | 2,238 | $1.09M | 0.67% | +5+0.2% | Added |
| Oak Hill Wealth Advisors, LLC | 2,279 | $1.09M | 0.23% | +45+2.0% | Added |
| Sage Rhino Capital LLC | 2,243 | $1.09M | 0.23% | −4−0.2% | Reduced |
| Cape Ann Savings Bank | 2,244 | $1.09M | 0.65% | +881+64.6% | Added |
| Leigh Baldwin & Co., LLC | 2,247 | $1.09M | 0.72% | +333+17.4% | Added |
| First Business Financial Services, Inc. | 2,247 | $1.09M | 0.10% | +75+3.5% | Added |
| Fortem Financial Group, LLC | 2,250 | $1.09M | 0.35% | −274−10.9% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $1.09M | 0.09% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,251 | $1.09M | 0.10% | −6−0.3% | Reduced |
| Integrated Quantitative Investments LLC | 2,252 | $1.09M | 0.32% | +172+8.3% | Added |
| Sunflower Bank, N.A. | 2,253 | $1.09M | 0.28% | +34+1.5% | Added |
| Warwick Investment Management, Inc. | 2,255 | $1.10M | 0.21% | −75−3.2% | Reduced |
| First National Bank & Trust Co of Newtown | 2,260 | $1.10M | 0.22% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,261 | $1.10M | 1.09% | −820−26.6% | Reduced |
| Per Stirling Capital Management, LLC. | 2,261 | $1.10M | 0.14% | 00.0% | Unchanged |
| CV Advisors LLC | 2,268 | $1.10M | 0.34% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,270 | $1.10M | 0.29% | −957−29.7% | Reduced |
| Contravisory Investment Management, Inc. | 2,271 | $1.10M | 0.22% | +26+1.2% | Added |
| Sheets Smith Wealth Management | 2,277 | $1.11M | 0.13% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 2,277 | $1.11M | 0.53% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,278 | $1.11M | 0.15% | −338−12.9% | Reduced |
| Cove Street Capital, LLC | 2,280 | $1.11M | 1.63% | −713−23.8% | Reduced |
| Dynamic Financial Group | 2,280 | $1.11M | 1.07% | −43−1.9% | Reduced |
| Austin Wealth Management, LLC | 2,348 | $1.11M | 0.20% | +93+4.1% | Added |
| Sterling Financial Planning, Inc. | 2,282 | $1.11M | 0.37% | −122−5.1% | Reduced |
| New World Advisors LLC | 2,286 | $1.11M | 0.24% | +180+8.5% | Added |
| Barden Capital Management, Inc. | 2,290 | $1.11M | 0.97% | −1,204−34.5% | Reduced |
| Tempus Wealth Planning, LLC | 2,294 | $1.11M | 0.28% | +16+0.7% | Added |
| LJI Wealth Management, LLC | 2,297 | $1.12M | 0.19% | +356+18.3% | Added |
| Terril Brothers, Inc. | 2,302 | $1.12M | 0.42% | +181+8.5% | Added |
| Landaas & Co | 2,304 | $1.12M | 0.27% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 2,306 | $1.12M | 0.15% | +362+18.6% | Added |
| Riversedge Advisors, LLC | 2,310 | $1.12M | 0.22% | −47−2.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,311 | $1.12M | 0.42% | −38−1.6% | Reduced |
| Phillips Financial Management, LLC | 2,318 | $1.13M | 0.08% | +50+2.2% | Added |
| Cooke & Bieler LP | 2,320 | $1.13M | 0.01% | −82,965−97.3% | Reduced |
| Broadleaf Partners, LLC | 2,324 | $1.13M | 0.25% | −5,879−71.7% | Reduced |
| Boothbay Fund Management, LLC | 2,324 | $1.13M | 0.04% | +1,478+174.7% | Added |
| Covington Investment Advisors Inc. | 2,324 | $1.13M | 0.16% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,325 | $1.13M | 0.25% | −7,327−75.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,325 | $1.13M | 0.21% | +33+1.4% | Added |
| Hill Investment Group Partners, LLC | 2,326 | $1.13M | 0.15% | +31+1.4% | Added |
| TPG Advisors LLC | 2,327 | $1.13M | 0.82% | −162−6.5% | Reduced |
| 626 Financial, LLC | 2,333 | $1.13M | 0.53% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,335 | $1.13M | 0.26% | 00.0% | Unchanged |
| First County Bank | 2,337 | $1.14M | 0.61% | −356−13.2% | Reduced |
| Aspire Growth Partners LLC | 2,342 | $1.14M | 0.93% | −20−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2,343 | $1.14M | 0.14% | +146+6.6% | Added |
| Wealthstar Advisors, LLC | 2,344 | $1.14M | 0.43% | −29−1.2% | Reduced |
| Home Federal Bank of Tennessee | 2,345 | $1.14M | 0.32% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 2,346 | $1.14M | 0.70% | +50+2.2% | Added |
| Wayfinding Financial, LLC | 2,484 | $1.14M | 0.51% | −52−2.1% | Reduced |
| Westfield Capital Management Co LP | 2,350 | $1.14M | 0.00% | +2,350 | New |
| Oregon Pacific Wealth Management, LLC | 2,354 | $1.14M | 1.08% | −274−10.4% | Reduced |
| Cohen Capital Management, Inc. | 2,355 | $1.14M | 0.19% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 2,356 | $1.14M | 0.30% | +78+3.4% | Added |
| Brady Martz Wealth Solutions, LLC | 2,360 | $1.15M | 0.22% | +85+3.7% | Added |
| Visionary Horizons, LLC | 2,361 | $1.15M | 0.73% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,368 | $1.15M | 0.17% | +20+0.9% | Added |
| Fire Capital Management LLC | 2,377 | $1.15M | 0.73% | +1,148+93.4% | Added |
| Lauterbach Financial Advisors, LLC | 2,380 | $1.16M | 0.64% | +779+48.7% | Added |
| Radnor Capital Management, LLC | 2,381 | $1.16M | 0.18% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,382 | $1.16M | 0.24% | +24+1.0% | Added |
| Motco | 2,458 | $1.16M | 0.11% | −704−22.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2,388 | $1.16M | 1.77% | +2,000+515.5% | Added |