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
- −178.3K (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
- 1,733 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 |
|---|---|---|---|---|---|
| Transce3nd, LLC | 1,115 | $541.6K | 0.23% | +20+1.8% | Added |
| Fonville Wealth Management LLC | 1,116 | $542.1K | 0.14% | +392+54.1% | Added |
| Wilson & Boucher Capital Management, LLC | 1,118 | $543.1K | 0.38% | +13+1.2% | Added |
| Aspen Capital Management, LLC | 1,118 | $543.1K | 0.15% | +15+1.4% | Added |
| Clark Financial Services Group Inc | 1,119 | $543.6K | 0.33% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,120 | $544.1K | 0.29% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,120 | $544.1K | 0.11% | +6+0.5% | Added |
| Laurion Capital Management LP | 1,120 | $544.1K | 0.06% | +1,120 | New |
| Harmony Asset Management LLC | 1,122 | $545.0K | 0.20% | +10+0.9% | Added |
| Central Valley Advisors, LLC | 1,122 | $545.0K | 0.19% | 00.0% | Unchanged |
| Quartz Partners, LLC | 1,124 | $546.2K | 0.25% | +107+10.5% | Added |
| Mendel Money Management | 1,126 | $547.0K | 0.24% | −20−1.7% | Reduced |
| Myecfo, LLC | 1,126 | $547.0K | 0.27% | −14−1.2% | Reduced |
| Westover Capital Advisors, LLC | 1,126 | $547.0K | 0.11% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,126 | $547.0K | 0.38% | −67−5.6% | Reduced |
| Accelerate Investment Advisors LLC | 1,128 | $547.7K | 0.41% | −440−28.1% | Reduced |
| Carrera Capital Advisors | 1,128 | $547.9K | 0.11% | −60−5.1% | Reduced |
| Integrated Capital Management, LLC | 1,155 | $548.0K | 0.26% | +10+0.9% | Added |
| Geometric Wealth Advisors | 1,130 | $548.9K | 0.08% | +16+1.4% | Added |
| Paulson Wealth Management Inc. | 1,131 | $549.4K | 0.14% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,132 | $549.9K | 0.27% | +6+0.5% | Added |
| New England Professional Planning Group Inc. | 1,133 | $550.4K | 0.25% | −52−4.4% | Reduced |
| Davies Financial Advisors, Inc. | 1,133 | $550.4K | 0.43% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,134 | $550.9K | 0.41% | −16−1.4% | Reduced |
| Burrus Financial Services, Inc. | 1,136 | $552.0K | 0.26% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,137 | $552.3K | 0.44% | −60−5.0% | Reduced |
| Anson Capital, Inc. | 1,137 | $552.3K | 0.45% | +32+2.9% | Added |
| Insight Wealth Strategies, LLC | 1,130 | $553.0K | 0.07% | +26+2.4% | Added |
| Blue Sky Capital Consultants Group, Inc. | 1,139 | $553.3K | 0.28% | −34−2.9% | Reduced |
| Hamilton Wealth, LLC | 1,139 | $553.3K | 0.12% | 00.0% | Unchanged |
| Bank & Trust Co | 1,139 | $553.3K | 0.44% | +31+2.8% | Added |
| Indie Asset Partners, LLC | 1,142 | $554.7K | 1.01% | −40−3.4% | Reduced |
| Marotta Asset Management | 1,144 | $555.7K | 0.11% | −10−0.9% | Reduced |
| Keyvantage Wealth, LLC | 1,145 | $556.2K | 0.25% | −186−14.0% | Reduced |
| Timonier Family Office, LTD. | 1,150 | $558.6K | 0.21% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,151 | $558.9K | 0.21% | +240+26.3% | Added |
| Ellevest, Inc. | 1,152 | $559.6K | 0.09% | −116−9.1% | Reduced |
| Rock Point Advisors, LLC | 1,152 | $559.6K | 0.16% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,155 | $561.1K | 0.10% | +150+14.9% | Added |
| Rockline Wealth Management, LLC | 1,156 | $561.6K | 0.13% | −44−3.7% | Reduced |
| Pioneer Wealth Management Group | 1,158 | $562.5K | 0.21% | −48−4.0% | Reduced |
| United Capital Management of KS, Inc. | 1,165 | $565.9K | 0.09% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,167 | $566.9K | 0.27% | −6−0.5% | Reduced |
| Summit Financial Consulting LLC | 1,168 | $567.4K | 0.51% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,169 | $567.9K | 0.22% | +9+0.8% | Added |
| Corient IA LLC | 1,169 | $567.9K | 0.33% | +250+27.2% | Added |
| Strategent Financial, LLC | 1,170 | $568.4K | 0.44% | +30+2.6% | Added |
| Orin Green Financial, LLC | 1,173 | $569.8K | 0.24% | 00.0% | Unchanged |
| Kilter Group LLC | 1,173 | $569.8K | 0.26% | +22+1.9% | Added |
| Theory Financial LLC | 1,208 | $570.0K | 0.22% | +100+9.0% | Added |
| Opal Wealth Advisors, LLC | 1,174 | $570.3K | 0.16% | −127−9.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,174 | $570.5K | 0.25% | +20+1.7% | Added |
| Mad River Investors | 1,175 | $570.8K | 0.26% | −725−38.2% | Reduced |
| Future You Wealth LLC | 1,175 | $570.8K | 0.31% | +1,175 | New |
| Gray Private Wealth, LLC | 1,177 | $571.8K | 0.31% | +219+22.9% | Added |
| Conestoga Capital Advisors, LLC | 1,180 | $573.2K | 0.01% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 1,180 | $573.2K | 0.14% | +1,180 | New |
| Volterra Technologies LP | 1,180 | $573.2K | 0.77% | +1,180 | New |
| Oxinas Partners Wealth Management LLC | 1,181 | $573.7K | 0.29% | +250+26.9% | Added |
| HighMark Wealth Management LLC | 1,181 | $573.7K | 0.28% | +539+84.0% | Added |
| NFC Investments, LLC | 834 | $576.0K | 0.16% | +4+0.5% | Added |
| GEM Asset Management, LLC | 1,205 | $576.0K | 0.29% | +250+26.2% | Added |
| Covenant Partners, LLC | 1,186 | $576.1K | 0.17% | −392−24.8% | Reduced |
| Redwood Financial Network Corp | 1,188 | $576.9K | 0.39% | +26+2.2% | Added |
| Stegent Equity Advisors, Inc. | 1,190 | $578.1K | 0.51% | +32+2.8% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 1,190 | $578.1K | 0.27% | +55+4.8% | Added |
| DLK Investment Management, LLC | 1,191 | $578.6K | 0.22% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 1,192 | $579.0K | 1.39% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,192 | $579.0K | 0.33% | +685+135.1% | Added |
| Ascent Capital Management, LLC | 1,195 | $580.5K | 0.52% | −2−0.2% | Reduced |
| Axiom Financial Strategies, LLC | 1,195 | $580.5K | 0.32% | +65+5.8% | Added |
| GFI Investment Counsel Ltd. | 1,197 | $581.5K | 0.06% | 00.0% | Unchanged |
| 111 Capital | 1,198 | $582.0K | 0.10% | +1,198 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,199 | $582.3K | 0.94% | +125+11.6% | Added |
| NorthLanding Financial Partners, LLC | 1,199 | $582.7K | 0.52% | 00.0% | Unchanged |
| Balentine LLC | 1,200 | $582.9K | 0.02% | −97−7.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,201 | $583.4K | 0.24% | +50+4.3% | Added |
| Mandatum Life Insurance Co Ltd | 1,204 | $584.9K | 0.15% | +43+3.7% | Added |
| Windsor Capital Management, LLC | 1,206 | $585.8K | 0.17% | +5+0.4% | Added |
| Union Savings Bank | 1,243 | $586.5K | 0.27% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,208 | $586.8K | 0.20% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,209 | $587.3K | 0.11% | +364+43.1% | Added |
| Cedar Wealth Management, LLC | 1,212 | $588.8K | 0.20% | +29+2.5% | Added |
| Blackston Financial Advisory Group, LLC | 1,213 | $589.2K | 0.37% | −251−17.1% | Reduced |
| Insight Financial Services | 1,213 | $589.2K | 0.45% | +7+0.6% | Added |
| Blackhawk Capital Partners LLC. | 1,216 | $590.7K | 0.27% | −17−1.4% | Reduced |
| Fusion Family Wealth LLC | 1,216 | $590.7K | 0.05% | 00.0% | Unchanged |
| Finward Bancorp | 1,219 | $592.2K | 0.47% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 1,220 | $592.6K | 0.54% | +415+51.6% | Added |
| SwitchPoint Financial Planning, LLC | 1,220 | $592.7K | 0.49% | +265+27.7% | Added |
| R. W. Roge & Company, Inc. | 1,221 | $593.0K | 0.34% | 00.0% | Unchanged |
| Creekside Partners | 1,222 | $593.6K | 0.28% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,222 | $593.6K | 0.57% | +8+0.7% | Added |
| Peddock Capital Advisors, LLC | 1,224 | $594.6K | 0.14% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,226 | $595.6K | 0.46% | −191−13.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $595.6K | 0.26% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 1,227 | $596.0K | 0.17% | −558−31.3% | Reduced |
| Greenup Street Wealth Management LLC | 1,229 | $597.1K | 0.10% | −12−1.0% | Reduced |
| Opulen Financial Group LLC | 1,230 | $597.5K | 0.49% | +1,230 | New |
| Morris Financial Concepts, Inc. | 1,233 | $599.0K | 0.24% | 00.0% | Unchanged |