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 |
|---|---|---|---|---|---|
| Keeler & Nadler Financial Planning & Wealth Management | 2,967 | $1.44M | 0.58% | −15−0.5% | Reduced |
| Wealthcare Capital Management LLC | 2,971 | $1.44M | 0.15% | −391−11.6% | Reduced |
| Manchester Financial Inc | 2,971 | $1.44M | 0.30% | +860+40.7% | Added |
| All Terrain Financial Advisors, LLC | 2,973 | $1.44M | 0.52% | −10.0% | Reduced |
| St. Johns Investment Management Company, LLC | 2,974 | $1.44M | 0.66% | +178+6.4% | Added |
| Mayport, LLC | 2,982 | $1.45M | 0.35% | +730+32.4% | Added |
| FFT Wealth Management LLC | 3,146 | $1.45M | 0.29% | −130−4.0% | Reduced |
| Williams & Novak, LLC | 2,994 | $1.45M | 1.24% | +4+0.1% | Added |
| Eagle Strategies LLC | 2,995 | $1.45M | 0.22% | +95+3.3% | Added |
| Onyx Bridge Wealth Group LLC | 2,995 | $1.45M | 0.19% | +283+10.4% | Added |
| Nordwand Advisors, LLC | 2,995 | $1.45M | 0.23% | +2,995 | New |
| Amarillo National Bank | 2,999 | $1.46M | 0.27% | 00.0% | Unchanged |
| Capital Management Associates | 3,000 | $1.46M | 2.38% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $1.46M | 0.05% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 3,011 | $1.46M | 1.05% | −337−10.1% | Reduced |
| Beacon Financial Advisory LLC | 3,011 | $1.46M | 0.38% | −89−2.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,013 | $1.46M | 0.06% | +217+7.8% | Added |
| Inspirion Wealth Advisors, LLC | 3,014 | $1.46M | 0.19% | −50−1.6% | Reduced |
| Uniting Wealth Partners, LLC | 3,018 | $1.47M | 0.57% | +500+19.9% | Added |
| Wealthgarden F.S. LLC | 3,108 | $1.47M | 1.22% | +104+3.5% | Added |
| Arete Wealth Advisors, LLC | 3,027 | $1.47M | 0.10% | −1,415−31.9% | Reduced |
| Riverwater Partners LLC | 3,027 | $1.47M | 0.69% | −443−12.8% | Reduced |
| Fulcrum Capital LLC | 3,028 | $1.47M | 0.31% | +19+0.6% | Added |
| BayBridge Capital Group, LLC | 3,035 | $1.47M | 0.95% | +82+2.8% | Added |
| Bard Associates Inc | 3,037 | $1.48M | 0.47% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 3,038 | $1.48M | 1.24% | −21−0.7% | Reduced |
| Great Diamond Partners, LLC | 3,038 | $1.48M | 0.31% | +56+1.9% | Added |
| Lumbard & Kellner, LLC | 3,041 | $1.48M | 0.64% | −44−1.4% | Reduced |
| Patron Partners Advisors, LLC | 3,041 | $1.48M | 0.73% | +81+2.7% | Added |
| Smith Thornton Advisors LLC | 3,045 | $1.48M | 0.85% | +19+0.6% | Added |
| ShoreHaven Wealth Partners, LLC | 3,047 | $1.48M | 0.61% | 00.0% | Unchanged |
| Farley Capital L.P. | 3,049 | $1.48M | 1.16% | +100+3.4% | Added |
| JGP Wealth Management, LLC | 3,051 | $1.48M | 0.18% | −10−0.3% | Reduced |
| Montz Harcus Wealth Management LLC | 3,051 | $1.48M | 0.72% | +83+2.8% | Added |
| Gries Financial LLC | 3,052 | $1.48M | 0.27% | −162−5.0% | Reduced |
| Valley Brook Capital Group | 3,053 | $1.48M | 1.11% | +143+4.9% | Added |
| First International Bank & Trust | 3,056 | $1.48M | 0.52% | +207+7.3% | Added |
| VSM Wealth Advisory, LLC | 3,057 | $1.48M | 0.49% | −19−0.6% | Reduced |
| Amica Retiree Medical Trust | 3,058 | $1.49M | 2.14% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,059 | $1.49M | 0.59% | +836+37.6% | Added |
| Oakwell Private Wealth Management, LLC | 3,061 | $1.49M | 0.34% | +23+0.8% | Added |
| Astoria Portfolio Advisors LLC. | 3,097 | $1.49M | 0.42% | −16−0.5% | Reduced |
| Arkansas Financial Group, Inc. | 3,066 | $1.49M | 0.23% | +100+3.4% | Added |
| G&S Capital LLC | 3,069 | $1.49M | 0.59% | +11+0.4% | Added |
| Eqis Capital Management, Inc. | 3,071 | $1.49M | 0.12% | −483−13.6% | Reduced |
| Columbia Advisory Partners LLC | 3,072 | $1.49M | 1.13% | −128−4.0% | Reduced |
| Atwater Malick LLC | 3,073 | $1.49M | 0.47% | +482+18.6% | Added |
| First United Bank Trust | 3,074 | $1.49M | 0.52% | +160+5.5% | Added |
| Bryant Woods Investment Advisors, LLC | 3,074 | $1.49M | 0.64% | −11−0.4% | Reduced |
| Durante & Waters, LLC | 3,080 | $1.50M | 1.18% | 00.0% | Unchanged |
| JT Stratford LLC | 3,084 | $1.50M | 0.23% | +60+2.0% | Added |
| Ullmann Financial Group, Inc. | 3,084 | $1.50M | 0.18% | +81+2.7% | Added |
| Warm Springs Advisors Inc. | 3,090 | $1.50M | 1.29% | −192−5.9% | Reduced |
| Oak Harvest Investment Services | 3,094 | $1.50M | 0.19% | +27+0.9% | Added |
| American Trust | 3,095 | $1.50M | 0.14% | +80+2.7% | Added |
| South Street Advisors LLC | 3,097 | $1.50M | 0.22% | −40−1.3% | Reduced |
| Penbrook Management LLC | 3,100 | $1.51M | 1.13% | −480−13.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,102 | $1.51M | 0.91% | −137−4.2% | Reduced |
| Retirement Investment Advisors, Inc. | 3,104 | $1.51M | 0.14% | +59+1.9% | Added |
| Michael B. Yongue | 3,107 | $1.51M | 1.14% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,107 | $1.51M | 0.44% | +378+13.9% | Added |
| Parkside Advisors LLC | 3,110 | $1.51M | 0.33% | +536+20.8% | Added |
| Cassia Capital Partners, LLC | 3,122 | $1.52M | 0.91% | −85−2.7% | Reduced |
| Colorado Capital Management, Inc. | 3,128 | $1.52M | 0.65% | +10+0.3% | Added |
| Putney Financial Group LLC | 3,132 | $1.52M | 1.54% | +80+2.6% | Added |
| Country Trust Bank | 3,133 | $1.52M | 0.03% | +524+20.1% | Added |
| SL Advisors, LLC | 3,136 | $1.52M | 2.74% | −1,670−34.7% | Reduced |
| Financial Perspectives, Inc | 3,146 | $1.53M | 0.46% | +348+12.4% | Added |
| Campbell Capital Management Inc | 3,149 | $1.53M | 0.60% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,149 | $1.53M | 0.15% | +57+1.8% | Added |
| Summit Wealth Group LLC | 3,150 | $1.53M | 0.38% | +3,150 | New |
| Galibier Capital Management Ltd. | 3,155 | $1.53M | 0.46% | −278−8.1% | Reduced |
| Falcon Wealth Planning | 3,158 | $1.53M | 0.16% | +772+32.4% | Added |
| KFG Wealth Management, LLC | 3,160 | $1.54M | 0.25% | +1,156+57.7% | Added |
| Goldstone Financial Group, LLC | 3,166 | $1.54M | 0.20% | +380+13.6% | Added |
| Greenfield Savings Bank | 3,164 | $1.54M | 0.70% | +6+0.2% | Added |
| Cornerstone National Bank & Trust Co | 3,166 | $1.54M | 0.66% | −44−1.4% | Reduced |
| MainStreet Investment Advisors LLC | 3,170 | $1.54M | 0.21% | +2,339+281.5% | Added |
| Charter Capital Management, LLC | 3,170 | $1.54M | 0.90% | +3,170 | New |
| Pasadena Private Wealth, LLC | 3,179 | $1.54M | 0.26% | +42+1.3% | Added |
| AGH Wealth Advisors, LLC | 3,183 | $1.55M | 1.27% | +36+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,183 | $1.55M | 0.04% | +3,183 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,188 | $1.55M | 0.14% | +228+7.7% | Added |
| Bright Financial Advisors, Inc. | 3,188 | $1.55M | 0.86% | +2,014+171.6% | Added |
| Indiana Trust & Investment Management CO | 3,190 | $1.55M | 0.51% | +25+0.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,193 | $1.55M | 1.05% | −187−5.5% | Reduced |
| Advisory Research Inc | 3,198 | $1.55M | 0.24% | −56−1.7% | Reduced |
| Abundance Wealth Counselors | 3,199 | $1.55M | 0.29% | +229+7.7% | Added |
| McGowan Group Asset Management, Inc. | 3,207 | $1.56M | 0.20% | +22+0.7% | Added |
| Atlas Legacy Advisors, LLC | 3,212 | $1.56M | 0.34% | +10+0.3% | Added |
| Wolff Financial Management LLC | 3,216 | $1.56M | 0.40% | +195+6.5% | Added |
| YANKCOM Partnership | 3,218 | $1.56M | 0.76% | −161−4.8% | Reduced |
| Act Wealth Management, LLC | 3,218 | $1.56M | 0.66% | −8−0.2% | Reduced |
| LifeSteps Financial, Inc. | 3,221 | $1.56M | 1.08% | −41−1.3% | Reduced |
| Legacy Capital Group California, Inc. | 3,227 | $1.57M | 0.43% | +102+3.3% | Added |
| Eagle Bay Advisors LLC | 3,232 | $1.57M | 1.30% | +1,164+56.3% | Added |
| Uhlmann Price Securities, LLC | 3,237 | $1.57M | 1.12% | −200−5.8% | Reduced |
| Sollinda Capital Management LLC | 3,248 | $1.58M | 0.41% | +5+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,249 | $1.58M | 0.73% | −18−0.6% | Reduced |
| Tang Capital Management LLC | 3,250 | $1.58M | 0.08% | −1,151−26.2% | Reduced |