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; 4,928 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
- 4,585
- +93 vs. Q1 2025
- Shares held
- 877.4M
- −179.6K (0.0%) vs. Q1 2025
- Total value
- $425.8B
- −$40.8B (−8.7%) vs. Q1 2025
- New holders
- 216
- 1,993 more added
- Sold out
- 123
- 1,734 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Aventus Investment Advisors, Inc. | 277 | $134.6K | 0.12% | +277 | New |
| Legacy Wealth Managment, LLC | 281 | $136.5K | 0.07% | −35−11.1% | Reduced |
| Legacy Investment Solutions, LLC | 281 | $136.5K | 0.07% | +281 | New |
| First Financial Corp | 282 | $137.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $137.5K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 285 | $138.4K | 0.05% | +285 | New |
| Chung Wu Investment Group, LLC | 300 | $145.7K | 0.15% | −700−70.0% | Reduced |
| Ramirez Asset Management, Inc. | 300 | $145.7K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 301 | $146.2K | 0.08% | +271+903.3% | Added |
| Park Place Capital Corp | 301 | $147.4K | 0.03% | −29−8.8% | Reduced |
| Sarver Vrooman Wealth Advisors | 314 | $152.5K | 0.10% | 00.0% | Unchanged |
| Navigoe, LLC | 315 | $153.0K | 0.12% | +265+530.0% | Added |
| Minot DeBlois Advisors LLC | 315 | $153.0K | 0.14% | −50−13.7% | Reduced |
| TruNorth Capital Management, LLC | 322 | $156.4K | 0.03% | −241−42.8% | Reduced |
| Copia Wealth Management | 328 | $159.3K | 0.13% | +15+4.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 340 | $165.2K | 0.05% | +5+1.5% | Added |
| Murphy & Mullick Capital Management Corp | 347 | $165.7K | 0.13% | +44+14.5% | Added |
| Loomis Sayles & Co L P | 342 | $166.1K | 0.00% | −68−16.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 344 | $167.1K | 0.08% | −133−27.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 350 | $170.0K | 0.12% | −49−12.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 365 | $177.3K | 0.01% | +82+29.0% | Added |
| Cantor Fitzgerald, L. P. | 366 | $177.8K | 0.00% | +366 | New |
| Kozak & Associates, Inc. | 373 | $178.6K | 0.04% | +9+2.5% | Added |
| Accordant Advisory Group Inc | 375 | $182.2K | 0.14% | +25+7.1% | Added |
| Winnow Wealth LLC | 375 | $182.2K | 0.14% | +271+260.6% | Added |
| Red Tortoise LLC | 376 | $182.7K | 0.09% | 00.0% | Unchanged |
| True Wealth Design, LLC | 377 | $183.1K | 0.06% | +36+10.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 380 | $184.6K | 0.23% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 383 | $186.1K | 0.05% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 382 | $187.0K | 0.05% | +17+4.7% | Added |
| West Financial Advisors, LLC | 386 | $187.5K | 0.03% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 396 | $192.4K | 0.08% | +396 | New |
| Dakota Community Bank & Trust NA | 406 | $197.2K | 0.88% | +18+4.6% | Added |
| Flagship Private Wealth, LLC | 412 | $200.1K | 0.09% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 412 | $200.1K | 0.09% | +412 | New |
| Schubert & Co | 412 | $200.2K | 0.14% | −25−5.7% | Reduced |
| Fjell Capital, LLC | 413 | $200.6K | 0.19% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 416 | $202.1K | 0.09% | −7−1.7% | Reduced |
| POM Investment Strategies, LLC | 417 | $202.6K | 0.14% | +2+0.5% | Added |
| Rochester Wealth Strategies, LLC | 417 | $202.6K | 0.15% | +417 | New |
| Trademark Financial Management, LLC | 418 | $203.1K | 0.12% | −35−7.7% | Reduced |
| Beck Capital Management, LLC | 421 | $204.3K | 0.05% | −7−1.6% | Reduced |
| Capital Squared Financial LLC | 421 | $204.5K | 0.24% | +421 | New |
| Kooman & Associates | 422 | $205.0K | 0.07% | −20−4.5% | Reduced |
| Melfa Wealth Management, LLC | 422 | $205.0K | 0.13% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 424 | $206.0K | 0.03% | −422−49.9% | Reduced |
| High Probability Advisors, LLC | 427 | $207.4K | 0.03% | +427 | New |
| Ceera Investments, LLC | 428 | $207.9K | 0.06% | 00.0% | Unchanged |
| Strategic Equity Management | 430 | $208.9K | 0.08% | 00.0% | Unchanged |
| Rockport Wealth LLC | 430 | $208.9K | 0.05% | +430 | New |
| St. Clair Advisors, LLC | 433 | $210.3K | 0.06% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 433 | $210.3K | 0.17% | +433 | New |
| Midwest Heritage Bank, FSB | 434 | $210.8K | 0.08% | −23−5.0% | Reduced |
| Santori & Peters | 435 | $211.3K | 0.08% | −20−4.4% | Reduced |
| Insight Wealth Partners, LLC | 437 | $212.3K | 0.12% | +437 | New |
| J Hagan Capital, Inc. | 448 | $212.5K | 0.14% | −100−18.2% | Reduced |
| Objectivity Squared, LLC | 438 | $212.8K | 0.15% | 00.0% | Unchanged |
| Hoese & Co LLP | 439 | $213.2K | 0.17% | +39+9.8% | Added |
| Dean, Jacobson Financial Services, LLC | 439 | $213.3K | 0.16% | +20+4.8% | Added |
| Blue Investment Partners LLC | 446 | $216.7K | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 446 | $216.7K | 0.15% | +3+0.7% | Added |
| Heritage Oak Wealth Advisors LLC | 446 | $216.7K | 0.08% | +16+3.7% | Added |
| Providence First Trust Co | 447 | $217.1K | 0.08% | +447 | New |
| Powers Advisory Group, LLC | 448 | $217.6K | 0.10% | +448 | New |
| Kuhn & Co Investment Counsel | 448 | $217.6K | 0.16% | +448 | New |
| Alpha Financial Advisors, LLC | 451 | $219.1K | 0.08% | +20+4.6% | Added |
| Capital Insight Partners, LLC | 453 | $220.1K | 0.04% | −320−41.4% | Reduced |
| Stegner Investment Associates Inc. | 454 | $220.5K | 0.14% | −103−18.5% | Reduced |
| STAR Financial Bank | 454 | $220.5K | 0.14% | +454 | New |
| Commons Capital, LLC | 455 | $221.0K | 0.17% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 456 | $221.5K | 0.03% | 00.0% | Unchanged |
| Five Pine Wealth Management | 456 | $221.5K | 0.16% | 00.0% | Unchanged |
| Laffer Tengler Investments | 457 | $222.0K | 0.04% | −164−26.4% | Reduced |
| Jeppson Wealth Management, LLC | 457 | $222.0K | 0.08% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 457 | $222.0K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 457 | $222.0K | 0.06% | +5+1.1% | Added |
| Andina Capital Management, LLC | 458 | $222.5K | 0.16% | +6+1.3% | Added |
| North Ridge Wealth Advisors, Inc. | 460 | $223.4K | 0.14% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 460 | $223.5K | 0.17% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 461 | $223.9K | 0.08% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 461 | $223.9K | 0.04% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 462 | $224.4K | 0.05% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 762 | $224.9K | 0.13% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 464 | $225.4K | 0.11% | +464 | New |
| Holowesko Partners Ltd. | 465 | $225.9K | 0.08% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 465 | $225.9K | 0.08% | +40+9.4% | Added |
| Seneca Financial Advisors LLC | 466 | $226.4K | 0.09% | −267−36.4% | Reduced |
| Allen Wealth Management, LLC | 466 | $226.4K | 0.16% | 00.0% | Unchanged |
| Luminist Capital LLC | 463 | $226.7K | 0.22% | −72−13.5% | Reduced |
| Financial Advisory Corp | 467 | $226.9K | 0.03% | −4−0.8% | Reduced |
| VanderPol Investments L.L.C. | 470 | $228.3K | 0.48% | +2+0.4% | Added |
| Thompson Davis & Co., Inc. | 471 | $228.8K | 0.16% | +6+1.3% | Added |
| Trust Investment Advisors | 473 | $229.8K | 0.14% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 474 | $230.3K | 0.04% | −20−4.0% | Reduced |
| MSA Advisors, LLC | 475 | $230.7K | 0.06% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 475 | $230.7K | 0.07% | +70+17.3% | Added |
| Sellwood Investment Partners LLC | 476 | $231.2K | 0.11% | −21−4.2% | Reduced |
| Tandem Financial, LLC | 476 | $231.2K | 0.22% | 00.0% | Unchanged |
| Shearwater Capital LLC | 476 | $231.2K | 0.15% | +38+8.7% | Added |
| Pingora Partners LLC | 477 | $231.7K | 0.17% | 00.0% | Unchanged |