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 |
|---|---|---|---|---|---|
| Great Oak Capital Partners, LLC | 862 | $410.2K | 0.12% | +231+36.6% | Added |
| Old Point Trust & Financial Services N A | 845 | $410.5K | 0.14% | −1,407−62.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 849 | $412.4K | 0.05% | +252+42.2% | Added |
| George Kaiser Family Foundation | 849 | $412.4K | 0.06% | +252+42.2% | Added |
| Betterment LLC | 852 | $414.0K | 0.00% | +93+12.3% | Added |
| One Degree Advisors Inc | 854 | $414.0K | 0.15% | +400+88.1% | Added |
| Hobbs Wealth Management, LLC | 853 | $414.4K | 0.40% | +5+0.6% | Added |
| Golden Road Advisors LLC | 853 | $414.4K | 0.28% | +52+6.5% | Added |
| Presper Financial Architects, LLC | 854 | $415.0K | 0.31% | +854 | New |
| Fortis Advisors, LLC | 856 | $415.8K | 0.27% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 858 | $416.8K | 0.22% | +129+17.7% | Added |
| Medallion Wealth Advisors, LLC | 854 | $416.9K | 0.16% | 00.0% | Unchanged |
| Note Advisors, LLC | 860 | $417.6K | 0.29% | −17−1.9% | Reduced |
| Stordahl Capital Management, Inc. | 860 | $417.8K | 0.09% | −87−9.2% | Reduced |
| Builder Investment Group Inc | 862 | $418.7K | 0.10% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 863 | $419.2K | 0.30% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 863 | $419.2K | 0.10% | +43+5.2% | Added |
| Astoria Strategic Wealth, Inc. | 864 | $419.7K | 0.11% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 866 | $420.7K | 0.05% | +85+10.9% | Added |
| Lakeshore Financial Planning, Inc. | 867 | $421.2K | 0.17% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 867 | $421.2K | 0.12% | +867 | New |
| SummitTX Capital, L.P. | 867 | $421.2K | 0.02% | +867 | New |
| City Center Advisors, LLC | 868 | $421.6K | 0.45% | +446+105.7% | Added |
| Grantvest Financial Group LLC | 871 | $423.1K | 0.31% | +16+1.9% | Added |
| Market Street Wealth Management Advisors LLC | 871 | $423.1K | 0.07% | +101+13.1% | Added |
| Ehrlich Financial Group | 872 | $423.6K | 0.27% | +111+14.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 872 | $423.6K | 0.24% | +872 | New |
| Kondo Wealth Advisors, Inc. | 866 | $424.0K | 0.19% | −14−1.6% | Reduced |
| Fiduciary Wealth Partners, LLC | 873 | $424.1K | 0.40% | +463+112.9% | Added |
| Climber Capital SA | 878 | $424.2K | 0.27% | −95−9.8% | Reduced |
| Zevin Asset Management LLC | 874 | $425.0K | 0.06% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 875 | $425.0K | 0.32% | 00.0% | Unchanged |
| Orion Capital Management LLC | 877 | $426.0K | 0.16% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 878 | $426.5K | 0.26% | +64+7.9% | Added |
| M.E. Allison & Co., Inc. | 878 | $426.5K | 0.34% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 7,666 | $427.3K | 0.51% | +4,877+174.9% | Added |
| Asset Allocation Strategies LLC | 880 | $427.5K | 0.10% | +21+2.4% | Added |
| von Borstel & Associates, Inc. | 934 | $428.0K | 0.11% | +78+9.1% | Added |
| Quantum Financial Planning Services, Inc. | 884 | $429.4K | 0.20% | +1+0.1% | Added |
| Tull Financial Group, Inc. | 887 | $430.9K | 0.20% | +5+0.6% | Added |
| Sara-Bay Financial | 887 | $430.9K | 0.15% | +887 | New |
| Earnest Partners LLC | 889 | $431.9K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 889 | $431.9K | 0.21% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 891 | $432.8K | 0.25% | 00.0% | Unchanged |
| Next Level Wealth Planning, LLC | 892 | $433.3K | 0.28% | −12−1.3% | Reduced |
| ETF Store, Inc. | 893 | $433.8K | 0.50% | +18+2.1% | Added |
| NDVR, Inc. | 893 | $433.8K | 0.41% | +23+2.6% | Added |
| ELCO Management Co., LLC | 895 | $434.8K | 0.23% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 896 | $435.3K | 0.11% | +62+7.4% | Added |
| Schwab Charitable Fund | 898 | $436.2K | 0.01% | −418−31.8% | Reduced |
| Skylands Capital, LLC | 900 | $437.2K | 0.06% | −350−28.0% | Reduced |
| Tucker Asset Management LLC | 900 | $437.2K | 0.14% | −80−8.2% | Reduced |
| Boston Common Asset Management, LLC | 900 | $437.2K | 0.01% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 901 | $437.7K | 0.15% | +45+5.3% | Added |
| Morton Brown Family Wealth, LLC | 903 | $438.6K | 0.13% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 905 | $439.0K | 0.22% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 904 | $439.1K | 0.29% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 905 | $439.6K | 0.06% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 951 | $442.6K | 0.25% | +31+3.4% | Added |
| Bingham Private Wealth, LLC | 914 | $444.0K | 0.42% | −50−5.2% | Reduced |
| Clear Investment Research, LLC | 915 | $444.5K | 0.56% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 915 | $444.5K | 0.20% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 917 | $445.5K | 0.12% | −68−6.9% | Reduced |
| Pinney & Scofield, Inc. | 918 | $445.9K | 0.30% | −188−17.0% | Reduced |
| Golden Bell Financial Planning LLC | 918 | $445.9K | 0.42% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 920 | $446.9K | 0.28% | +133+16.9% | Added |
| Saxon Interests, Inc. | 840 | $447.4K | 0.21% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 922 | $447.9K | 0.15% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 925 | $449.3K | 0.11% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $449.3K | 0.13% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 929 | $451.3K | 0.15% | −1−0.1% | Reduced |
| Manske Wealth Management | 929 | $451.3K | 0.15% | +32+3.6% | Added |
| Berkshire Bank | 930 | $451.8K | 0.10% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 930 | $451.8K | 0.20% | +930 | New |
| Highland Financial Advisors, LLC | 933 | $453.2K | 0.15% | −166−15.1% | Reduced |
| Heritage Wealth Management, Inc. | 934 | $453.7K | 0.34% | +199+27.1% | Added |
| ONE Advisory Partners, LLC | 941 | $454.2K | 0.15% | +216+29.8% | Added |
| Matauro, LLC | 937 | $455.4K | 0.09% | +38+4.2% | Added |
| Collaborative Wealth Managment Inc. | 938 | $455.7K | 0.20% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 938 | $455.7K | 0.26% | +938 | New |
| PCG Wealth Advisors, LLC | 940 | $456.6K | 0.23% | +201+27.2% | Added |
| Masso Torrence Wealth Management Inc. | 941 | $457.1K | 0.21% | −30−3.1% | Reduced |
| Howard Bailey Securities, LLC | 943 | $458.1K | 0.14% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 944 | $458.6K | 0.36% | −11−1.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 945 | $459.1K | 0.11% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 945 | $459.1K | 0.20% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 945 | $459.1K | 0.52% | 00.0% | Unchanged |
| Moller Financial Services | 945 | $459.1K | 0.10% | +68+7.8% | Added |
| Colonial River Wealth Management, LLC | 961 | $459.6K | 0.20% | +68+7.6% | Added |
| Roxbury Financial LLC | 948 | $460.5K | 0.45% | −14−1.5% | Reduced |
| Better Money Decisions, LLC | 949 | $461.0K | 0.28% | +3+0.3% | Added |
| Cox Capital Mgt LLC | 950 | $461.5K | 0.31% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 951 | $462.0K | 0.18% | −330−25.8% | Reduced |
| CM Wealth Advisors LLC | 952 | $462.5K | 0.14% | 00.0% | Unchanged |
| Kings Path Partners LLC | 955 | $463.9K | 0.19% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 961 | $464.6K | 0.05% | +5+0.5% | Added |
| William Mack & Associates, Inc. | 959 | $465.6K | 0.30% | +251+35.5% | Added |
| RHS Financial, LLC | 960 | $466.3K | 0.26% | +96+11.1% | Added |
| Northern Oak Wealth Management Inc | 960 | $466.3K | 0.06% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 953 | $466.6K | 0.15% | 00.0% | Unchanged |