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 |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 2,629 | $1.28M | 0.18% | −900−25.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,639 | $1.28M | 2.32% | −36,559−93.3% | Reduced |
| Clarus Group, Inc. | 2,643 | $1.28M | 0.47% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,646 | $1.29M | 0.03% | +350+15.2% | Added |
| Seascape Capital Management | 2,658 | $1.29M | 0.41% | −190−6.7% | Reduced |
| Warburton Capital Management, LLC | 2,712 | $1.29M | 0.77% | +504+22.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,660 | $1.29M | 0.20% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,664 | $1.29M | 0.32% | −1,000−27.3% | Reduced |
| Element Wealth, LLC | 2,671 | $1.30M | 0.60% | +232+9.5% | Added |
| Hengehold Capital Management LLC | 2,679 | $1.30M | 0.12% | +423+18.8% | Added |
| GEN Financial Management, INC. | 2,681 | $1.30M | 1.06% | −306−10.2% | Reduced |
| Ackerman Capital Advisors, LLC | 2,682 | $1.30M | 0.30% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 2,682 | $1.30M | 0.41% | +17+0.6% | Added |
| Atlantic Family Wealth, LLC | 2,684 | $1.30M | 1.13% | +194+7.8% | Added |
| Prospect Financial Group LLC | 2,689 | $1.31M | 1.37% | −69−2.5% | Reduced |
| SC&H Financial Advisors, Inc. | 2,691 | $1.31M | 0.22% | +60+2.3% | Added |
| waypoint wealth counsel | 2,693 | $1.31M | 0.65% | +104+4.0% | Added |
| IAM Advisory, LLC | 2,693 | $1.31M | 0.31% | −315−10.5% | Reduced |
| Rowland & Co Investment Counsel | 2,700 | $1.31M | 0.27% | 00.0% | Unchanged |
| Essex LLC | 2,700 | $1.31M | 0.26% | +14+0.5% | Added |
| Stablepoint Partners, LLC | 2,702 | $1.31M | 0.22% | −20−0.7% | Reduced |
| Knightsbridge Asset Management, LLC | 2,702 | $1.31M | 0.29% | +419+18.4% | Added |
| CKW Financial Group | 2,681 | $1.31M | 0.15% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,704 | $1.31M | 0.45% | −300−10.0% | Reduced |
| HT Partners LLC | 2,710 | $1.32M | 0.40% | −25−0.9% | Reduced |
| Broyhill Asset Management | 2,711 | $1.32M | 1.20% | −700−20.5% | Reduced |
| Roble, Belko & Company, Inc | 2,718 | $1.32M | 0.19% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 2,718 | $1.32M | 0.31% | −504−15.6% | Reduced |
| Athena Investment Management | 2,718 | $1.32M | 0.74% | +539+24.7% | Added |
| Omnia Family Wealth, LLC | 2,723 | $1.32M | 0.48% | −60−2.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,702 | $1.32M | 0.76% | +80+3.1% | Added |
| Partnership Wealth Management, LLC | 2,731 | $1.33M | 1.07% | −104−3.7% | Reduced |
| Eclectic Associates Inc | 2,738 | $1.33M | 0.29% | +30+1.1% | Added |
| Charter Research & Investment Group, Inc. | 2,739 | $1.33M | 0.99% | −10−0.4% | Reduced |
| Missouri Trust & Investment Co | 2,741 | $1.33M | 0.44% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,744 | $1.33M | 0.78% | +43+1.6% | Added |
| Allstate Corp | 2,745 | $1.33M | 0.10% | −42,657−94.0% | Reduced |
| Denver Wealth Management, Inc. | 2,750 | $1.34M | 0.55% | +18+0.7% | Added |
| Pinnacle West Asset Management, Inc. | 2,750 | $1.34M | 0.92% | −25−0.9% | Reduced |
| United Advisor Group, LLC | 2,758 | $1.34M | 0.23% | +479+21.0% | Added |
| Family Firm, Inc. | 41,862 | $1.34M | 0.32% | +39,182+1,462.0% | Added |
| Consilium Wealth Advisory, LLC | 2,761 | $1.34M | 0.57% | +80+3.0% | Added |
| Brooklyn FI, LLC | 2,762 | $1.34M | 0.34% | +2,762 | New |
| Element Squared LLC | 2,763 | $1.34M | 0.84% | +2,763 | New |
| McKinley Carter Wealth Services, Inc. | 2,773 | $1.35M | 0.07% | +4+0.1% | Added |
| Elevated Capital Advisors, LLC | 2,530 | $1.35M | 0.38% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,786 | $1.35M | 0.77% | +53+1.9% | Added |
| TLWM | 2,791 | $1.36M | 0.26% | +52+1.9% | Added |
| Financial Alternatives, Inc | 2,793 | $1.36M | 0.88% | +174+6.6% | Added |
| MBM Wealth Consultants, LLC | 2,796 | $1.36M | 0.36% | −380−12.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,797 | $1.36M | 0.28% | −1,043−27.2% | Reduced |
| Financial Harvest, LLC | 2,799 | $1.36M | 1.02% | +2,799 | New |
| Sprinkle Financial Consultants LLC | 2,799 | $1.36M | 0.83% | 00.0% | Unchanged |
| Puzo Michael J | 2,800 | $1.36M | 0.39% | −715−20.3% | Reduced |
| Momentum Wealth Planning, LLC | 2,800 | $1.36M | 1.16% | +2,800 | New |
| Sym Financial Corp | 2,820 | $1.37M | 0.15% | +206+7.9% | Added |
| Oliver Luxxe Assets LLC | 2,828 | $1.37M | 0.25% | −55−1.9% | Reduced |
| Planning Alternatives Ltd | 2,830 | $1.37M | 0.19% | −91−3.1% | Reduced |
| Fermata Advisors, LLC | 2,837 | $1.38M | 0.37% | +129+4.8% | Added |
| Cookson Peirce & Co Inc | 2,837 | $1.38M | 0.06% | −103−3.5% | Reduced |
| Strategic Financial Concepts, LLC | 2,837 | $1.38M | 0.19% | +755+36.3% | Added |
| CCG Wealth Management, LLC | 2,838 | $1.38M | 0.73% | −3−0.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,933 | $1.38M | 0.45% | −61−2.0% | Reduced |
| IMA Wealth, Inc. | 2,841 | $1.38M | 0.15% | +5+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 2,842 | $1.38M | 0.34% | −27−0.9% | Reduced |
| Reliant Investment Partners, LLC | 2,847 | $1.38M | 1.21% | −49−1.7% | Reduced |
| Heritage Financial Services, LLC | 2,848 | $1.38M | 0.13% | −339−10.6% | Reduced |
| River Street Advisors LLC | 2,848 | $1.38M | 0.60% | +275+10.7% | Added |
| Courage Miller Partners, LLC | 2,850 | $1.38M | 0.44% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,852 | $1.39M | 0.43% | −98−3.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,862 | $1.39M | 0.61% | +92+3.3% | Added |
| Fairscale Capital, LLC | 2,947 | $1.39M | 1.01% | −40−1.3% | Reduced |
| Strid Group, LLC | 2,873 | $1.40M | 0.20% | −85−2.9% | Reduced |
| Triune Financial Partners, LLC | 2,873 | $1.40M | 0.38% | −10.0% | Reduced |
| Acorn Financial Advisory Services Inc | 2,875 | $1.40M | 0.23% | +222+8.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,875 | $1.40M | 0.90% | +444+18.3% | Added |
| Heck Capital Advisors, LLC | 2,883 | $1.40M | 0.12% | +61+2.2% | Added |
| Milestone Asset Management Group, LLC | 2,889 | $1.40M | 1.04% | +159+5.8% | Added |
| M. Kulyk & Associates, LLC | 2,896 | $1.41M | 0.31% | +36+1.3% | Added |
| Burton Enright Welch | 2,897 | $1.41M | 0.24% | +407+16.3% | Added |
| Sachetta, LLC | 2,898 | $1.41M | 0.56% | +2+0.1% | Added |
| Darden Wealth Group Inc | 2,898 | $1.41M | 0.85% | −180−5.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,877 | $1.41M | 0.27% | +13+0.5% | Added |
| Francis Financial, Inc. | 2,904 | $1.41M | 0.33% | +82+2.9% | Added |
| Abel Hall, LLC | 2,909 | $1.41M | 0.65% | +172+6.3% | Added |
| REDW Wealth LLC | 2,914 | $1.42M | 0.56% | +93+3.3% | Added |
| Catalyst Private Wealth, LLC | 2,918 | $1.42M | 0.63% | +213+7.9% | Added |
| Beaton Management Co. Inc. | 2,928 | $1.42M | 0.69% | −7−0.2% | Reduced |
| Guardian Investment Management | 2,930 | $1.42M | 1.47% | −2,050−41.2% | Reduced |
| May Hill Capital, LLC | 2,931 | $1.42M | 0.47% | +167+6.0% | Added |
| Accuvest Global Advisors | 2,932 | $1.42M | 0.93% | −613−17.3% | Reduced |
| Oxbow Advisors, LLC | 2,933 | $1.42M | 0.16% | −105−3.5% | Reduced |
| Westfuller Advisors, LLC | 2,933 | $1.42M | 0.81% | +2,933 | New |
| Fairman Group, LLC | 2,937 | $1.43M | 1.17% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 2,938 | $1.43M | 1.34% | +2,938 | New |
| Legend Financial Advisors, Inc. | 2,945 | $1.43M | 0.95% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,954 | $1.43M | 0.36% | −3,428−53.7% | Reduced |
| Umpqua Bank | 3,011 | $1.44M | 0.44% | −866−22.3% | Reduced |
| Hamilton Capital Partners, LLC | 2,960 | $1.44M | 0.69% | −24−0.8% | Reduced |
| McNaughton Wealth Management, LLC | 2,962 | $1.44M | 0.64% | +184+6.6% | Added |