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 |
|---|---|---|---|---|---|
| Carbahal Olsen Financial Services Group, LLC | 2,389 | $1.16M | 0.99% | +24+1.0% | Added |
| CoreFirst Bank & Trust | 2,390 | $1.16M | 0.66% | +47+2.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 2,391 | $1.16M | 1.76% | −904−27.4% | Reduced |
| Clean Yield Group | 2,392 | $1.16M | 0.35% | −1,045−30.4% | Reduced |
| Natural Investments, LLC | 2,394 | $1.16M | 0.30% | +18+0.8% | Added |
| Ewa, LLC | 2,393 | $1.16M | 0.37% | +171+7.7% | Added |
| Beacon Capital Management, LLC | 2,400 | $1.17M | 0.16% | −18−0.7% | Reduced |
| Parkshore Wealth Management, Inc. | 2,402 | $1.17M | 0.57% | +19+0.8% | Added |
| L & S Advisors Inc | 2,406 | $1.17M | 0.12% | −7,210−75.0% | Reduced |
| Promus Capital, LLC | 2,406 | $1.17M | 0.76% | +395+19.6% | Added |
| Willis Johnson & Associates, Inc. | 2,406 | $1.17M | 0.08% | −212−8.1% | Reduced |
| Phocas Financial Corp. | 2,412 | $1.17M | 0.17% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 2,413 | $1.17M | 1.01% | −100−4.0% | Reduced |
| Investment Partners Asset Management, Inc. | 2,415 | $1.17M | 0.82% | +347+16.8% | Added |
| Financial Management Professionals, Inc. | 2,418 | $1.17M | 0.13% | −156−6.1% | Reduced |
| Shoker Investment Counsel, Inc. | 2,421 | $1.18M | 0.37% | +175+7.8% | Added |
| Mechanics Financial Corp | 2,423 | $1.18M | 0.50% | +973+67.1% | Added |
| Cedar Point Capital Partners, LLC | 2,424 | $1.18M | 0.83% | +110+4.8% | Added |
| Consilio Wealth Advisors, LLC | 2,426 | $1.18M | 0.42% | −8−0.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,426 | $1.18M | 0.29% | +15+0.6% | Added |
| Garrett Investment Advisors LLC | 2,434 | $1.18M | 0.11% | −38−1.5% | Reduced |
| Boreal Capital Management LLC | 2,436 | $1.18M | 0.98% | +2,436 | New |
| Greykasell Wealth Strategies, Inc. | 2,439 | $1.18M | 0.57% | +402+19.7% | Added |
| Farmers Trust Co | 2,442 | $1.19M | 0.22% | +100+4.3% | Added |
| Miller Financial Services LLC | 2,444 | $1.19M | 1.51% | −133−5.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,446 | $1.19M | 0.34% | −42−1.7% | Reduced |
| Ti-Trust, Inc | 2,447 | $1.19M | 0.80% | +2,447 | New |
| Clark Wealth Partners | 2,450 | $1.19M | 0.80% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,450 | $1.19M | 0.06% | 00.0% | Unchanged |
| CMC Financial Group | 2,452 | $1.19M | 2.72% | 00.0% | Unchanged |
| Capital Planning LLC | 2,455 | $1.19M | 0.37% | +140+6.0% | Added |
| Centennial Wealth Advisory LLC | 2,453 | $1.19M | 0.38% | −7−0.3% | Reduced |
| Veracity Capital LLC | 2,462 | $1.20M | 0.42% | −174−6.6% | Reduced |
| Topsail Wealth Management, LLC | 2,462 | $1.20M | 0.22% | −48−1.9% | Reduced |
| Advantage Trust Co | 2,463 | $1.20M | 0.59% | +686+38.6% | Added |
| Creekmur Asset Management LLC | 2,466 | $1.20M | 0.21% | +23+0.9% | Added |
| Sawgrass Asset Management LLC | 2,472 | $1.20M | 0.14% | +21+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,473 | $1.20M | 0.23% | +1,038+72.3% | Added |
| Jessup Wealth Management, Inc | 2,474 | $1.20M | 0.48% | −299−10.8% | Reduced |
| Continental Investors Services, Inc. | 2,475 | $1.20M | 2.16% | +102+4.3% | Added |
| RAM Investment Partners, LLC | 2,479 | $1.20M | 0.25% | +162+7.0% | Added |
| Operose Advisors LLC | 2,480 | $1.20M | 0.34% | −10−0.4% | Reduced |
| Carmel Capital Partners, LLC | 2,482 | $1.21M | 0.42% | +92+3.8% | Added |
| Matisse Capital | 2,483 | $1.21M | 0.57% | +807+48.2% | Added |
| Alamar Capital Management, LLC | 2,489 | $1.21M | 0.66% | +1,500+151.7% | Added |
| First National Bank | 2,494 | $1.21M | 0.70% | −94−3.6% | Reduced |
| West Michigan Advisors, LLC | 2,496 | $1.21M | 0.34% | +106+4.4% | Added |
| Capital Market Strategies LLC | 2,499 | $1.21M | 0.84% | −110−4.2% | Reduced |
| Holistic Planning, LLC | 2,500 | $1.21M | 0.35% | +756+43.3% | Added |
| Trigran Investments, Inc. | 2,500 | $1.21M | 0.21% | −650−20.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,501 | $1.22M | 0.01% | +2,501 | New |
| Capital Investment Counsel, Inc | 2,502 | $1.22M | 0.16% | +1,082+76.2% | Added |
| Rodgers Brothers Inc. | 2,503 | $1.22M | 0.15% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,503 | $1.22M | 0.65% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2,503 | $1.22M | 0.13% | +775+44.8% | Added |
| Iron Horse Wealth Management, LLC | 2,504 | $1.22M | 0.36% | −52−2.0% | Reduced |
| Wealthquest Corp | 2,505 | $1.22M | 0.10% | +17+0.7% | Added |
| Seven Mile Advisory | 2,506 | $1.22M | 0.73% | −148−5.6% | Reduced |
| Mattern Capital Management, LLC | 2,509 | $1.22M | 0.15% | +337+15.5% | Added |
| Sutton Place Investors LLC | 2,510 | $1.22M | 0.73% | +207+9.0% | Added |
| Syntegra Private Wealth Group, LLC | 2,518 | $1.22M | 0.12% | −93−3.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,520 | $1.22M | 1.07% | +2,520 | New |
| Riverchase Wealth Management, LLC | 2,525 | $1.23M | 0.78% | +138+5.8% | Added |
| Corps Capital Advisors, LLC | 2,525 | $1.23M | 1.97% | −503−16.6% | Reduced |
| Paladin Wealth, LLC | 2,526 | $1.23M | 0.95% | +112+4.6% | Added |
| Wealth Forward, LLC | 2,528 | $1.23M | 0.83% | −117−4.4% | Reduced |
| Chancellor Financial Group WB LP | 2,536 | $1.23M | 0.96% | −116−4.4% | Reduced |
| Private Wealth Management Group, LLC | 2,537 | $1.23M | 0.41% | +4+0.2% | Added |
| High Net Worth Advisory Group LLC | 2,538 | $1.23M | 0.33% | +7+0.3% | Added |
| International Private Wealth Advisors LLC | 2,542 | $1.23M | 1.06% | +1,442+131.1% | Added |
| Investmark Advisory Group LLC | 2,546 | $1.24M | 0.58% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 2,550 | $1.24M | 0.53% | +90+3.7% | Added |
| Avantra Family Wealth, Inc. | 2,552 | $1.24M | 1.02% | +84+3.4% | Added |
| BlueSky Wealth Advisors, LLC | 2,553 | $1.24M | 0.18% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 2,556 | $1.24M | 0.55% | −139−5.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,560 | $1.24M | 0.28% | +10.0% | Added |
| First Financial Group Corp | 2,562 | $1.24M | 1.22% | +386+17.7% | Added |
| Flynn Zito Capital Management, LLC | 2,570 | $1.25M | 0.53% | −407−13.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,571 | $1.25M | 0.89% | +2,570+257,000.0% | Added |
| Arvest Bank Trust Division | 2,577 | $1.25M | 0.07% | −95−3.6% | Reduced |
| True Link Financial Advisors, LLC | 2,578 | $1.25M | 0.09% | −235−8.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,578 | $1.25M | 0.43% | +5+0.2% | Added |
| Affinity Capital Advisors, LLC | 2,580 | $1.25M | 0.22% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,658 | $1.25M | 0.03% | +896+50.9% | Added |
| Strategic Advocates LLC | 2,587 | $1.26M | 0.37% | +515+24.9% | Added |
| Breed's Hill Capital LLC | 2,587 | $1.26M | 0.61% | +50+2.0% | Added |
| Prasad Wealth Partners, LLC | 2,589 | $1.26M | 0.37% | −87−3.3% | Reduced |
| Global View Capital Management LLC | 2,596 | $1.26M | 0.40% | −147−5.4% | Reduced |
| Wealthstream Advisors, Inc. | 2,599 | $1.26M | 0.21% | +48+1.9% | Added |
| Precision Wealth Strategies, LLC | 2,599 | $1.26M | 0.41% | +2,599 | New |
| Kennebec Savings Bank | 2,603 | $1.26M | 1.24% | +76+3.0% | Added |
| Corundum Group, Inc. | 2,604 | $1.26M | 0.56% | +516+24.7% | Added |
| Inspire Advisors, LLC | 2,605 | $1.27M | 0.13% | −290−10.0% | Reduced |
| Virtus Investment Advisers, Inc. | 2,608 | $1.27M | 0.43% | −416−13.8% | Reduced |
| Orrstown Financial Services Inc | 2,614 | $1.27M | 0.27% | −440−14.4% | Reduced |
| Milestone Asset Management, LLC | 2,617 | $1.27M | 0.27% | −142−5.1% | Reduced |
| Dempze Nancy E | 2,621 | $1.27M | 0.73% | −65−2.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,675 | $1.27M | 0.46% | −50−1.8% | Reduced |
| Waycross Investment Management Co | 2,624 | $1.27M | 1.33% | −36−1.4% | Reduced |
| Blalock Williams, LLC | 2,628 | $1.28M | 1.28% | −307−10.5% | Reduced |