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
- 4,586
- +93 vs. Q1 2025
- Shares held
- 877.4M
- −178.4K (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
- 1,734 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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 756 | $362.4K | 0.32% | −75−9.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 747 | $362.9K | 0.13% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 748 | $363.0K | 0.12% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 748 | $363.4K | 0.10% | −7−0.9% | Reduced |
| Pathway Financial Advisors LLC | 748 | $363.4K | 0.05% | +6+0.8% | Added |
| Somerset Trust Co | 749 | $363.8K | 0.12% | +36+5.0% | Added |
| Investment Planning Advisors, Inc. | 749 | $363.8K | 0.13% | +175+30.5% | Added |
| GatePass Capital, LLC | 749 | $364.0K | 0.24% | −100−11.8% | Reduced |
| Biltmore Wealth Management, LLC | 751 | $364.8K | 0.15% | +4+0.5% | Added |
| Northeast Financial Group, Inc. | 751 | $364.8K | 0.12% | +37+5.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 752 | $365.3K | 0.12% | −59−7.3% | Reduced |
| Astra Wealth Partners LLC | 752 | $365.3K | 0.29% | +24+3.3% | Added |
| Requisite Capital Management, LLC | 753 | $365.8K | 0.08% | +142+23.2% | Added |
| Lighthouse Wealth Management Inc. | 754 | $366.3K | 0.32% | −29−3.7% | Reduced |
| Seven Springs Wealth Group, LLC | 755 | $366.8K | 0.09% | −84−10.0% | Reduced |
| Mason & Associates, LLC | 755 | $366.8K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 755 | $366.8K | 0.08% | +11+1.5% | Added |
| Unified Investment Management | 758 | $368.2K | 0.39% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 758 | $368.2K | 0.23% | +33+4.6% | Added |
| Meridian Financial, LLC | 759 | $368.7K | 0.24% | 00.0% | Unchanged |
| Community Bank, N.A. | 760 | $369.2K | 0.05% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 761 | $369.7K | 0.23% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 762 | $370.2K | 0.07% | −3−0.4% | Reduced |
| Instrumental Wealth, LLC | 788 | $370.5K | 0.29% | −1−0.1% | Reduced |
| Financial Advisory Corp | 764 | $371.0K | 0.11% | +141+22.6% | Added |
| Nottingham Advisors, Inc. | 765 | $371.6K | 0.06% | −1,809−70.3% | Reduced |
| Members Advisory Group LLC | 765 | $371.6K | 0.14% | +2+0.3% | Added |
| Rakuten Securities, Inc. | 767 | $372.6K | 0.15% | −1,359−63.9% | Reduced |
| Bullock Wealth Management Group | 762 | $373.1K | 0.20% | −111−12.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 769 | $373.6K | 0.21% | +152+24.6% | Added |
| Plum Street Advisors, LLC | 771 | $374.5K | 0.17% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 771 | $374.5K | 0.21% | +79+11.4% | Added |
| Carolina Wealth Advisors, LLC | 775 | $376.5K | 0.19% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 775 | $376.5K | 0.22% | +240+44.9% | Added |
| Claris Advisors, LLC | 778 | $377.9K | 0.13% | −145−15.7% | Reduced |
| Howard Wealth Management, LLC | 778 | $377.9K | 0.19% | −24−3.0% | Reduced |
| Vestia Personal Wealth Advisors | 778 | $377.9K | 0.26% | +42+5.7% | Added |
| Custos Family Office, LLC | 778 | $377.9K | 0.12% | +119+18.1% | Added |
| Ackerman Asset Management, LLC | 783 | $380.4K | 0.30% | −10−1.3% | Reduced |
| Carderock Capital Management Inc | 785 | $381.3K | 0.10% | +105+15.4% | Added |
| Edge Financial Advisors LLC | 784 | $381.6K | 0.20% | −115−12.8% | Reduced |
| Chiron Capital Management, LLC | 786 | $381.8K | 0.33% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 788 | $382.8K | 0.19% | +788 | New |
| Stephenson National Bank & Trust | 789 | $383.3K | 0.12% | +400+102.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 790 | $383.8K | 0.49% | +63+8.7% | Added |
| Waypoint Wealth Partners Inc. | 790 | $383.9K | 0.09% | −94−10.6% | Reduced |
| Moment Partners, LLC | 791 | $384.2K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 792 | $384.7K | 0.25% | −506−39.0% | Reduced |
| TradeWell Securities, LLC. | 793 | $385.2K | 0.18% | +224+39.4% | Added |
| Delaney Dennis R | 795 | $386.2K | 0.20% | −25−3.0% | Reduced |
| Equita Financial Network, Inc. | 795 | $386.2K | 0.15% | +90+12.8% | Added |
| FLP Wealth Management, LLC | 795 | $386.2K | 1.08% | +795 | New |
| Floyd Financial Group LLC | 797 | $386.5K | 0.36% | −3,387−81.0% | Reduced |
| Cannon Advisors, Inc. | 796 | $386.7K | 0.31% | −60−7.0% | Reduced |
| Maltin Wealth Management, Inc. | 797 | $387.2K | 0.17% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 798 | $387.6K | 0.15% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 798 | $387.6K | 0.21% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 798 | $387.6K | 0.36% | +50+6.7% | Added |
| SFG Wealth Management, LLC. | 799 | $388.1K | 0.23% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 800 | $388.6K | 0.31% | −325−28.9% | Reduced |
| Connors Investor Services Inc | 800 | $388.6K | 0.03% | 00.0% | Unchanged |
| Friedenthal Financial | 800 | $388.6K | 0.21% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $388.6K | 0.13% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $388.6K | 0.14% | 00.0% | Unchanged |
| jvl associates llc | 800 | $388.6K | 0.14% | +10+1.3% | Added |
| Cornerstone Planning Group LLC | 838 | $389.0K | 0.08% | −61−6.8% | Reduced |
| Prosperity Wealth Management, Inc. | 801 | $389.1K | 0.14% | +10+1.3% | Added |
| West Wealth Group, LLC | 833 | $390.6K | 0.10% | −10−1.2% | Reduced |
| Headlands Technologies LLC | 807 | $392.0K | 0.05% | +807 | New |
| JBGlobal.com LLC | 808 | $392.5K | 0.41% | −24−2.9% | Reduced |
| Reliant Investment Management, LLC | 809 | $393.0K | 0.17% | −201−19.9% | Reduced |
| Ferguson Shapiro LLC | 809 | $393.0K | 0.13% | 00.0% | Unchanged |
| Asio Capital, LLC | 809 | $393.0K | 0.07% | +99+13.9% | Added |
| Aspire Private Capital, LLC | 810 | $393.3K | 0.09% | −3−0.4% | Reduced |
| Harrell Investment Partners, LLC | 810 | $393.5K | 0.10% | 00.0% | Unchanged |
| Curio Wealth, LLC | 810 | $393.5K | 0.17% | +797+6,130.8% | Added |
| Jacobson & Schmitt Advisors, LLC | 811 | $394.0K | 0.07% | +811 | New |
| Bay Capital Advisors, LLC | 812 | $394.4K | 0.30% | +3+0.4% | Added |
| Morling Financial Advisors, LLC | 813 | $394.9K | 0.13% | −485−37.4% | Reduced |
| Reston Wealth Management LLC | 813 | $394.9K | 0.14% | −23−2.8% | Reduced |
| Citrine Capital LLC | 813 | $394.9K | 0.21% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 815 | $395.9K | 0.18% | +1+0.1% | Added |
| Barings LLC | 818 | $397.4K | 0.01% | −80−8.9% | Reduced |
| Clearview Wealth Advisors LLC | 818 | $397.4K | 0.28% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 818 | $397.4K | 0.18% | +24+3.0% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 820 | $398.3K | 0.22% | 00.0% | Unchanged |
| Level Wealth Management LLC | 824 | $400.3K | 0.23% | −1−0.1% | Reduced |
| Innova Wealth Partners | 824 | $400.3K | 0.24% | +103+14.3% | Added |
| Global Wealth Strategies & Associates | 826 | $401.2K | 0.11% | 00.0% | Unchanged |
| Greenberg Financial Group | 802 | $401.3K | 0.15% | 00.0% | Unchanged |
| Central Bank & Trust Co | 827 | $401.7K | 0.07% | 00.0% | Unchanged |
| Addison Capital Co | 828 | $402.2K | 0.14% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 832 | $404.2K | 0.24% | +61+7.9% | Added |
| Chatham Capital Group, Inc. | 835 | $405.6K | 0.06% | 00.0% | Unchanged |
| Western Financial Corp | 835 | $405.6K | 0.22% | +32+4.0% | Added |
| Ruggaard & Associates LLC | 836 | $406.1K | 0.16% | +25+3.1% | Added |
| Narwhal Capital Management | 839 | $407.6K | 0.03% | +253+43.2% | Added |
| Salomon & Ludwin, LLC | 849 | $407.9K | 0.04% | +214+33.7% | Added |
| Core Wealth Advisors, Inc. | 841 | $408.5K | 0.12% | +130+18.3% | Added |
| Fairfield, Bush & Co. | 842 | $409.0K | 0.23% | −40−4.5% | Reduced |