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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 557 | $270.6K | 0.22% | −110−16.5% | Reduced |
| Total Wealth Planning, LLC | 557 | $270.6K | 0.03% | +129+30.1% | Added |
| Scholtz & Company, LLC | 559 | $271.5K | 0.12% | −41−6.8% | Reduced |
| Wealth Advisors Northwest LLC | 560 | $272.0K | 0.14% | −67−10.7% | Reduced |
| Disciplined Investments, LLC | 560 | $272.0K | 0.12% | −48−7.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 560 | $272.0K | 0.17% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 562 | $272.6K | 0.12% | +38+7.3% | Added |
| SoundView Advisors Inc. | 563 | $273.0K | 0.10% | +55+10.8% | Added |
| Capstone Wealth Management, LLC | 562 | $273.0K | 0.24% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 513 | $273.2K | 0.09% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 563 | $273.5K | 0.15% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 565 | $274.0K | 0.07% | +565 | New |
| Coastal Investment Advisors, Inc. | 566 | $274.9K | 0.11% | −72−11.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $275.3K | 0.13% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 569 | $276.4K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 569 | $276.4K | 0.05% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 570 | $276.9K | 0.13% | −546−48.9% | Reduced |
| Dixon Fnancial Services, Inc. | 571 | $277.4K | 0.14% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 574 | $278.8K | 0.11% | −15−2.5% | Reduced |
| Prepared Retirement Institute LLC | 575 | $279.3K | 0.16% | −5−0.9% | Reduced |
| Keating Investment Counselors Inc | 575 | $279.3K | 0.08% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 575 | $279.3K | 0.18% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 575 | $279.3K | 0.02% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 575 | $279.3K | 0.24% | +75+15.0% | Added |
| TD Capital Management LLC | 576 | $279.8K | 0.03% | +50+9.5% | Added |
| Brian Low Financial Group, LLC | 578 | $280.8K | 0.26% | +578 | New |
| Alaethes Wealth LLC | 579 | $281.3K | 0.08% | 00.0% | Unchanged |
| Manuka Financial, LLC | 580 | $281.7K | 0.15% | +2+0.3% | Added |
| Evolution Wealth Management Inc. | 582 | $282.7K | 0.35% | +582 | New |
| Verus Wealth Management, LLC | 585 | $284.2K | 0.29% | +4+0.7% | Added |
| Arrow Investment Advisors, LLC | 589 | $286.1K | 0.28% | +589 | New |
| Virtus ETF Advisers LLC | 590 | $286.6K | 0.17% | 00.0% | Unchanged |
| Libra Wealth LLC | 590 | $286.6K | 0.09% | +66+12.6% | Added |
| Elefante Mark B | 592 | $287.6K | 0.22% | 00.0% | Unchanged |
| Axim Planning & Wealth | 592 | $287.6K | 0.26% | +41+7.4% | Added |
| Latko Wealth Management, Ltd. | 593 | $288.0K | 0.16% | −6−1.0% | Reduced |
| Vawter Financial, Ltd. | 593 | $288.1K | 3.25% | −4,316−87.9% | Reduced |
| Cambridge Financial Group, LLC | 593 | $288.1K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 593 | $288.1K | 0.14% | +57+10.6% | Added |
| Sound Stewardship, LLC | 595 | $289.0K | 0.15% | +188+46.2% | Added |
| Millington Financial Advisors, LLC | 600 | $289.6K | 0.15% | +54+9.9% | Added |
| Cottage Street Advisors LLC | 597 | $290.0K | 0.15% | −50−7.7% | Reduced |
| Centiva Capital, LP | 598 | $290.5K | 0.02% | −119−16.6% | Reduced |
| Legal Advantage Investments, Inc. | 600 | $291.5K | 0.14% | 00.0% | Unchanged |
| Financial Freedom, LLC | 600 | $291.5K | 0.16% | 00.0% | Unchanged |
| Bawa N Mallick Trust | 600 | $291.5K | 0.12% | 00.0% | Unchanged |
| PFS Partners, LLC | 603 | $292.9K | 0.15% | −32−5.0% | Reduced |
| Brewster Financial Planning LLC | 604 | $293.4K | 0.20% | 00.0% | Unchanged |
| William Howard & Co Financial Advisors Inc | 604 | $293.4K | 0.26% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $294.0K | 0.16% | 00.0% | Unchanged |
| Petix & Botte Co | 606 | $294.4K | 0.07% | +606 | New |
| Clark & Stuart, Inc | 607 | $294.9K | 0.22% | 00.0% | Unchanged |
| Notis-McConarty Edward | 608 | $295.3K | 0.14% | 00.0% | Unchanged |
| Nixon Capital, LLC | 610 | $296.3K | 0.10% | +100+19.6% | Added |
| Pacific Wealth Management | 612 | $297.3K | 0.15% | 00.0% | Unchanged |
| Balance Wealth, LLC | 612 | $297.5K | 0.17% | +45+7.9% | Added |
| Guardian Wealth Advisors, LLC | 613 | $297.8K | 0.18% | −6−1.0% | Reduced |
| Second Half Financial Partners, LLC | 613 | $297.8K | 0.14% | +24+4.1% | Added |
| Centennial Bank | 615 | $298.7K | 0.13% | −535−46.5% | Reduced |
| Marathon Strategic Advisors, LLC | 616 | $299.2K | 0.28% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 617 | $299.7K | 0.03% | −58−8.6% | Reduced |
| OxenFree Capital LLC | 619 | $300.7K | 0.19% | −14−2.2% | Reduced |
| Blue Square Asset Management, LLC | 620 | $301.2K | 0.14% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 621 | $301.6K | 0.16% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 622 | $302.1K | 0.21% | −39−5.9% | Reduced |
| Landmark Wealth Management, LLC | 624 | $303.0K | 0.13% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 619 | $303.1K | 0.20% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 647 | $303.4K | 0.05% | +78+13.7% | Added |
| Code Waechter LLC | 625 | $303.6K | 0.22% | +50+8.7% | Added |
| TSA Wealth Managment LLC | 629 | $305.5K | 0.11% | +9+1.5% | Added |
| Phillips Wealth Planners LLC | 641 | $306.1K | 0.28% | +1+0.2% | Added |
| Walker Asset Management, LLC | 632 | $307.0K | 0.18% | +40+6.8% | Added |
| Caxton Corp | 632 | $307.0K | 3.12% | +165+35.3% | Added |
| Montgomery Investment Management Inc | 634 | $308.0K | 0.12% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 634 | $308.0K | 0.16% | +20+3.3% | Added |
| Chase Investment Counsel Corp | 635 | $308.0K | 0.10% | −14,057−95.7% | Reduced |
| Flower City Capital | 637 | $309.4K | 0.18% | −60−8.6% | Reduced |
| FSA Advisors, Inc. | 638 | $309.9K | 0.25% | −65−9.2% | Reduced |
| Axis Wealth Partners, LLC | 640 | $310.7K | 0.20% | +18+2.9% | Added |
| Swisher Financial Concepts, Inc. | 642 | $311.9K | 0.20% | +642 | New |
| Enterprise Bank & Trust Co | 643 | $312.4K | 0.12% | +643 | New |
| Perkins Coie Trust Co | 644 | $312.8K | 0.05% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 645 | $313.3K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 645 | $313.3K | 0.19% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 647 | $314.3K | 0.05% | +212+48.7% | Added |
| Kelly Financial Services LLC | 648 | $314.8K | 0.09% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 649 | $315.3K | 0.14% | −775−54.4% | Reduced |
| First Washington CORP | 650 | $315.8K | 0.10% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 650 | $315.8K | 0.11% | +120+22.6% | Added |
| Sicart Associates LLC | 650 | $315.8K | 0.11% | +150+30.0% | Added |
| SLT Holdings LLC | 651 | $316.2K | 0.24% | +179+37.9% | Added |
| Royal Fund Management, LLC | 651 | $316.2K | 0.03% | +59+10.0% | Added |
| Kaydan Wealth Management, Inc. | 653 | $317.2K | 0.10% | 00.0% | Unchanged |
| Single Point Partners, LLC | 654 | $318.0K | 0.07% | +105+19.1% | Added |
| Twin Focus Capital Partners, LLC | 656 | $318.7K | 0.04% | 00.0% | Unchanged |
| Squire Investment Management Company, LLC | 657 | $319.2K | 0.12% | +7+1.1% | Added |
| Kiker Wealth Management, LLC | 658 | $319.6K | 0.18% | −251−27.6% | Reduced |
| Bear Mountain Capital, Inc. | 675 | $319.8K | 0.11% | −4−0.6% | Reduced |
| Signature Wealth Management Group | 659 | $320.1K | 0.13% | +1+0.2% | Added |
| Family Legacy Financial Solutions, LLC | 659 | $320.5K | 0.27% | +659 | New |