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 |
|---|---|---|---|---|---|
| Cowa, LLC | 660 | $320.5K | 0.12% | −705−51.6% | Reduced |
| OmniStar Financial Group, Inc. | 660 | $320.6K | 0.24% | 00.0% | Unchanged |
| 10Elms LLP | 660 | $320.6K | 0.31% | 00.0% | Unchanged |
| Bollard Group LLC | 660 | $321.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 661 | $321.1K | 0.05% | −15−2.2% | Reduced |
| Navis Wealth Advisors, LLC | 661 | $321.1K | 0.27% | +23+3.6% | Added |
| Cypress Capital, LLC | 662 | $321.6K | 0.09% | −149−18.4% | Reduced |
| Arcadia Investment Management Corp | 663 | $322.1K | 0.05% | 00.0% | Unchanged |
| Ted Buchan & Co | 663 | $322.1K | 0.13% | +663 | New |
| Spahn Wealth & Retirement LLC | 664 | $322.6K | 0.21% | 00.0% | Unchanged |
| Madden Securities Corp | 664 | $322.6K | 0.11% | −550−45.3% | Reduced |
| Foronjy Financial LLC | 666 | $323.5K | 0.15% | +666 | New |
| Corundum Trust Company, INC | 666 | $323.5K | 0.85% | −1−0.1% | Reduced |
| American Financial & Tax Strategies Inc | 668 | $324.5K | 0.17% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 668 | $324.6K | 0.14% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 669 | $325.0K | 0.24% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 691 | $325.7K | 0.13% | −10−1.4% | Reduced |
| Wilkins Miller Wealth Management, LLC | 671 | $326.0K | 0.22% | −38−5.4% | Reduced |
| Hallmark Capital Management Inc | 671 | $326.0K | 0.02% | 00.0% | Unchanged |
| Encompass More Asset Management | 672 | $326.4K | 0.08% | +215+47.0% | Added |
| Clifford Group, LLC | 673 | $326.9K | 0.27% | 00.0% | Unchanged |
| B&L Asset Management LLC | 673 | $326.9K | 0.19% | +73+12.2% | Added |
| Global Strategic Investment Solutions, LLC | 674 | $327.4K | 0.03% | +1+0.1% | Added |
| Maren Capital LLC | 675 | $327.9K | 0.02% | −25−3.6% | Reduced |
| Vertex Planning Partners, LLC | 676 | $328.4K | 0.07% | +9+1.3% | Added |
| Kendall Capital Management | 678 | $329.4K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 679 | $329.8K | 0.11% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 679 | $329.8K | 0.11% | +679 | New |
| Delos Wealth Advisors, LLC | 681 | $330.8K | 0.26% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 681 | $330.8K | 0.17% | +16+2.4% | Added |
| Peninsula Asset Management Inc | 682 | $331.3K | 0.17% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 683 | $331.8K | 0.21% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 684 | $332.3K | 0.20% | +134+24.4% | Added |
| Clarity Asset Management, Inc. | 687 | $333.7K | 0.20% | −690−50.1% | Reduced |
| Aventura Private Wealth, LLC | 687 | $333.7K | 0.14% | +64+10.3% | Added |
| BXM Wealth LLC | 666 | $335.7K | 0.40% | −4,147−86.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 691 | $335.7K | 0.14% | +20+3.0% | Added |
| MayTech Global Investments, LLC | 692 | $336.2K | 0.03% | 00.0% | Unchanged |
| Enclave Advisors LLC | 693 | $336.6K | 0.05% | −47−6.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 694 | $337.1K | 0.24% | +115+19.9% | Added |
| Eaton-Cambridge Inc. | 696 | $338.1K | 0.13% | +20+3.0% | Added |
| Signal Tree Financial Partners LLC | 696 | $338.1K | 0.29% | +68+10.8% | Added |
| Hobbs Group Advisors, LLC | 696 | $338.3K | 0.12% | +50+7.7% | Added |
| Matrix Trust Co | 698 | $339.0K | 0.05% | +268+62.3% | Added |
| Refined Wealth Management | 698 | $339.1K | 0.23% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 698 | $339.1K | 0.28% | +44+6.7% | Added |
| Foguth Wealth Management, LLC. | 699 | $339.6K | 0.07% | −228−24.6% | Reduced |
| FreeGulliver LLC | 699 | $339.6K | 0.16% | −17−2.4% | Reduced |
| Brio Consultants, LLC | 699 | $339.6K | 0.05% | −3−0.4% | Reduced |
| Shira Ridge Wealth Management | 699 | $339.6K | 0.16% | +50+7.7% | Added |
| Headland Capital, LLC | 699 | $339.6K | 0.10% | +15+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 700 | $340.0K | 0.06% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $340.0K | 0.13% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 700 | $340.0K | 0.10% | +7+1.0% | Added |
| McCollum Christoferson Group LLC | 700 | $340.0K | 0.10% | +100+16.7% | Added |
| Parkwoods Wealth Partners, LLC | 700 | $340.0K | 0.20% | +700 | New |
| One + One Wealth Management, LLC | 701 | $340.5K | 0.19% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 702 | $341.0K | 0.13% | +155+28.3% | Added |
| Awm Capital, LLC | 702 | $341.2K | 0.04% | +7+1.0% | Added |
| Ocean Capital Management, LLC | 703 | $341.5K | 0.08% | −154−18.0% | Reduced |
| Cannon Wealth Management Services, LLC | 705 | $342.5K | 0.28% | −14−1.9% | Reduced |
| Ariston Services Group | 705 | $342.5K | 0.24% | +103+17.1% | Added |
| SPG Advisors LLC | 709 | $344.2K | 4.12% | +709 | New |
| Stewardship Advisors, LLC | 711 | $345.4K | 0.09% | −22−3.0% | Reduced |
| Copley Financial Group, Inc. | 712 | $345.9K | 0.26% | −39−5.2% | Reduced |
| Significant Wealth Partners LLC | 714 | $346.8K | 0.17% | +2+0.3% | Added |
| Cache Advisors, LLC | 715 | $347.3K | 0.09% | +715 | New |
| Hill Island Financial LLC | 715 | $347.5K | 0.10% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 716 | $347.8K | 0.16% | +5+0.7% | Added |
| Kaizen Financial Strategies | 717 | $348.3K | 0.18% | +93+14.9% | Added |
| Quarry LP | 717 | $348.3K | 0.08% | +717 | New |
| Accredited Wealth Management, LLC | 717 | $348.3K | 0.28% | +717 | New |
| Measured Wealth Private Client Group, LLC | 717 | $348.4K | 0.10% | −6−0.8% | Reduced |
| Lockerman Financial Group, Inc. | 720 | $349.8K | 0.47% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 721 | $350.2K | 0.13% | −502−41.0% | Reduced |
| Coastwise Capital Group, LLC | 723 | $351.2K | 0.28% | −1,828−71.7% | Reduced |
| Paul R. Ried Financial Group, LLC | 723 | $351.2K | 0.21% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 724 | $351.7K | 0.09% | −96−11.7% | Reduced |
| Tobias Financial Advisors, Inc. | 725 | $352.2K | 0.06% | −11−1.5% | Reduced |
| IVC Wealth Advisors LLC | 728 | $353.6K | 0.17% | −44−5.7% | Reduced |
| 21 West Wealth Management LLC | 728 | $353.6K | 0.36% | +728 | New |
| Tamar Securities, LLC | 731 | $355.1K | 0.04% | +48+7.0% | Added |
| Widmann Financial Services, Inc. | 733 | $356.1K | 0.25% | +3+0.4% | Added |
| Balanced Rock Investment Advisor | 733 | $356.1K | 0.28% | +16+2.2% | Added |
| Eagle Rock Investment Company, LLC | 734 | $356.6K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 734 | $356.6K | 0.15% | +100+15.8% | Added |
| Kraft, Davis & Associates, LLC | 741 | $356.9K | 0.10% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 735 | $357.0K | 0.38% | +735 | New |
| Round Hill Asset Management | 735 | $357.0K | 0.24% | −200−21.4% | Reduced |
| WorthPointe, LLC | 735 | $357.0K | 0.15% | +21+2.9% | Added |
| Soundwatch Capital LLC | 766 | $357.8K | 0.08% | +766 | New |
| Harbor Asset Planning, Inc. | 737 | $358.0K | 0.34% | +737 | New |
| Keystone Financial Group, Inc. | 756 | $358.2K | 0.23% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 738 | $358.5K | 0.23% | +7+1.0% | Added |
| JDM Financial Group LLC | 742 | $360.4K | 0.17% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 737 | $360.8K | 0.15% | −45−5.8% | Reduced |
| Clarendon Private LLC | 743 | $360.9K | 0.35% | −281−27.4% | Reduced |
| Adams Asset Advisors, LLC | 744 | $361.4K | 0.05% | 00.0% | Unchanged |
| Joule Financial, LLC | 744 | $361.4K | 0.12% | +227+43.9% | Added |
| Hoge Financial Services, LLC | 753 | $361.9K | 0.23% | −1,081−58.9% | Reduced |