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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | 477 | $231.7K | 0.01% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 478 | $232.2K | 0.09% | +12+2.6% | Added |
| Newport Capital Group, LLC | 481 | $233.7K | 0.16% | −95−16.5% | Reduced |
| A&I Financial Services, LLC | 481 | $233.7K | 0.13% | 00.0% | Unchanged |
| New Dimensions Wealth Management, LLC | 481 | $233.7K | 0.21% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 483 | $234.6K | 0.05% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 485 | $235.6K | 0.12% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 486 | $236.0K | 0.22% | +6+1.3% | Added |
| TFG Advisers LLC | 486 | $236.1K | 0.08% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 487 | $236.6K | 0.05% | +487 | New |
| SS&H Financial Advisors, Inc. | 488 | $237.1K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 489 | $237.5K | 0.03% | −231−32.1% | Reduced |
| RBA Wealth Management, LLC | 490 | $238.0K | 0.09% | −42−7.9% | Reduced |
| Partners Capital Investment Group, LLP | 490 | $238.0K | 0.01% | +31+6.8% | Added |
| Strategic Planning, Inc. | 491 | $238.5K | 0.14% | −11−2.2% | Reduced |
| Beck Bode, LLC | 491 | $238.5K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 491 | $238.5K | 0.12% | +5+1.0% | Added |
| Foundry Financial Group, Inc. | 491 | $238.5K | 0.14% | +10+2.1% | Added |
| Waller Financial Planning Group, Inc | 492 | $239.0K | 0.06% | +37+8.1% | Added |
| Delap Wealth Advisory, LLC | 493 | $239.5K | 0.11% | −102−17.1% | Reduced |
| Barry Investment Advisors, LLC | 493 | $239.5K | 0.06% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 495 | $240.5K | 0.21% | 00.0% | Unchanged |
| Bank Ozk | 498 | $241.9K | 0.09% | −61−10.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 498 | $241.9K | 0.09% | +498 | New |
| Ellerson Group Inc | 500 | $242.9K | 0.17% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $242.9K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $242.9K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 500 | $242.9K | 0.04% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $242.9K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 500 | $242.9K | 0.04% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $242.9K | 0.16% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 500 | $242.9K | 0.15% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 500 | $242.9K | 0.19% | +5+1.0% | Added |
| Slagle Financial, LLC | 500 | $242.9K | 0.10% | +18+3.7% | Added |
| H&H Retirement Design & Management INC | 514 | $243.8K | 0.13% | +514 | New |
| Copperleaf Capital, LLC | 502 | $243.9K | 0.12% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 503 | $244.3K | 0.16% | +17+3.5% | Added |
| Infinity Wealth Counsel, LLC | 503 | $244.3K | 0.25% | +35+7.5% | Added |
| Guerra Advisors Inc | 503 | $244.3K | 0.12% | +503 | New |
| Austin Asset Management Co Inc | 504 | $244.8K | 0.05% | −150−22.9% | Reduced |
| Mainsail Financial Group, LLC | 521 | $244.9K | 0.11% | +521 | New |
| GR Financial Group, LLC | 504 | $245.0K | 0.06% | 00.0% | Unchanged |
| InvesTrust | 505 | $245.3K | 0.09% | −53−9.5% | Reduced |
| Groupe la Francaise | 507 | $246.0K | 0.00% | −47−8.5% | Reduced |
| Paladin Advisory Group, LLC | 509 | $247.3K | 0.19% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 510 | $247.7K | 0.07% | −5−1.0% | Reduced |
| Tenret Co LLC | 511 | $248.2K | 0.14% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 511 | $248.2K | 0.21% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 511 | $248.2K | 0.17% | +25+5.1% | Added |
| Lansing Street Advisors | 512 | $248.7K | 0.07% | −25−4.7% | Reduced |
| Avenue 1 Advisors, LLC | 512 | $248.7K | 0.09% | −10−1.9% | Reduced |
| JDH Wealth Management, LLC | 513 | $249.2K | 0.19% | +17+3.4% | Added |
| Defined Financial Planning LLC | 533 | $250.6K | 0.22% | −6−1.1% | Reduced |
| LifePlan Investment Advisors, Inc. | 516 | $250.7K | 0.12% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 525 | $251.4K | 0.11% | +525 | New |
| Rainey & Randall Investment Management Inc. | 518 | $251.6K | 0.05% | −3−0.6% | Reduced |
| Aquire Wealth Advisors, LLC | 520 | $252.6K | 0.07% | −120−18.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 520 | $252.6K | 0.07% | −67−11.4% | Reduced |
| Citizens Business Bank | 520 | $252.6K | 0.05% | −67−11.4% | Reduced |
| Auour Investments LLC | 521 | $253.1K | 0.09% | 00.0% | Unchanged |
| Elite Life Management LLC | 521 | $253.1K | 0.65% | −5−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 521 | $253.1K | 0.05% | +521 | New |
| Quad-Cities Investment Group, LLC | 522 | $253.6K | 0.12% | +3+0.6% | Added |
| Kaufman Rossin Wealth, LLC | 524 | $254.5K | 0.16% | −194−27.0% | Reduced |
| Planning Directions Inc | 524 | $254.5K | 0.14% | −89−14.5% | Reduced |
| Trellis Wealth Advisors LLC | 526 | $255.5K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 527 | $256.0K | 0.09% | −8−1.5% | Reduced |
| Clarity Wealth Development LLC | 527 | $256.0K | 0.25% | −50−8.7% | Reduced |
| BostonPremier Wealth LLC | 527 | $256.0K | 0.14% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 527 | $256.0K | 0.09% | +527 | New |
| Teachers Insurance & Annuity Association of America | 528 | $256.5K | 0.32% | +28+5.6% | Added |
| MB, Levis & Associates, LLC | 530 | $257.5K | 0.11% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 548 | $258.6K | 0.17% | −1,015−64.9% | Reduced |
| Sit Investment Associates Inc | 533 | $259.0K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $259.4K | 0.16% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 534 | $259.4K | 0.23% | +33+6.6% | Added |
| Pollock Investment Advisors, LLC | 535 | $259.9K | 0.21% | −350−39.5% | Reduced |
| Cypress Capital Management LLC (WY) | 537 | $260.9K | 0.28% | 00.0% | Unchanged |
| TL Private Wealth | 548 | $262.0K | 0.11% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 540 | $262.3K | 0.08% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 541 | $262.8K | 0.24% | +5+0.9% | Added |
| Summit Investment Advisory Services, LLC | 542 | $263.3K | 0.11% | −91−14.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 543 | $263.8K | 0.10% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 543 | $263.8K | 0.10% | +22+4.2% | Added |
| Burkett Financial Services, LLC | 544 | $264.3K | 0.10% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 547 | $265.7K | 0.17% | −134−19.7% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 548 | $266.2K | 0.06% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 549 | $266.7K | 0.23% | 00.0% | Unchanged |
| Howe & Rusling Inc | 550 | $267.2K | 0.02% | 00.0% | Unchanged |
| Meredith Wealth Planning | 551 | $267.7K | 0.10% | +24+4.6% | Added |
| Saudi Central Bank | 551 | $267.7K | 0.01% | +27+5.2% | Added |
| Vivid Wealth Management, LLC | 552 | $268.1K | 0.12% | +44+8.7% | Added |
| Altus Wealth Management, LLC | 553 | $268.6K | 0.13% | −186−25.2% | Reduced |
| Riverview Trust Co | 554 | $269.1K | 0.33% | −1,129−67.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 554 | $269.1K | 0.18% | −120−17.8% | Reduced |
| Centricity Wealth Management, LLC | 554 | $269.1K | 0.22% | 00.0% | Unchanged |
| Davidson Investment Advisors | 554 | $269.1K | 0.01% | +100+22.0% | Added |
| Seaside Wealth Management, Inc. | 555 | $269.6K | 0.09% | −1−0.2% | Reduced |
| Dillon & Associates Inc | 555 | $270.0K | 0.04% | +35+6.7% | Added |
| Kinloch Capital, LLC | 556 | $270.1K | 0.13% | 00.0% | Unchanged |