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; 4,929 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, Q3 2025
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- +77 vs. Q2 2025
- Shares held
- 875.4M
- +7.19M (+0.8%) vs. Q2 2025
- Total value
- $439.7B
- +$18.3B (+4.3%) vs. Q2 2025
- New holders
- 198
- 1,873 more added
- Sold out
- 121
- 1,832 more reduced
78 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 4,929 | $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 | 3,402 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 1,194 | $600.3K | 0.17% | −75−5.9% | Reduced |
| GFI Investment Counsel Ltd. | 1,197 | $601.8K | 0.06% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 1,201 | $603.8K | 0.38% | +153+14.6% | Added |
| Theory Financial LLC | 1,223 | $604.3K | 0.21% | +15+1.2% | Added |
| Bestgate Wealth Advisors, LLC | 1,202 | $604.3K | 1.07% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,203 | $604.8K | 0.35% | +283+30.8% | Added |
| Luts & Greenleigh Group, Inc | 1,203 | $604.8K | 0.54% | −19−1.6% | Reduced |
| Friday Financial | 1,204 | $605.3K | 0.25% | −30−2.4% | Reduced |
| Windsor Capital Management, LLC | 1,206 | $606.3K | 0.17% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,211 | $608.3K | 0.29% | +6+0.5% | Added |
| Cedar Wealth Management, LLC | 1,212 | $609.3K | 0.19% | 00.0% | Unchanged |
| Insight Financial Services | 1,213 | $609.8K | 0.36% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 1,213 | $609.8K | 0.51% | +1,213 | New |
| Fusion Family Wealth LLC | 1,216 | $611.3K | 0.05% | 00.0% | Unchanged |
| Attessa Capital LLC | 1,218 | $612.3K | 0.36% | −121−9.0% | Reduced |
| Significant Wealth Partners LLC | 1,218 | $612.3K | 0.30% | +504+70.6% | Added |
| Private Client Services, LLC | 1,224 | $615.4K | 0.21% | −2,150−63.7% | Reduced |
| KRS Capital Management, LLC | 1,224 | $615.4K | 0.37% | −76−5.8% | Reduced |
| Peddock Capital Advisors, LLC | 1,224 | $615.4K | 0.13% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,225 | $615.9K | 0.29% | +105+9.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $616.4K | 0.26% | 00.0% | Unchanged |
| Finward Bancorp | 1,231 | $618.9K | 0.47% | +12+1.0% | Added |
| Paulson Wealth Management Inc. | 1,231 | $618.9K | 0.15% | +100+8.8% | Added |
| RF&L Wealth Management, LLC | 1,232 | $619.4K | 0.36% | −1−0.1% | Reduced |
| Mendel Capital Management LLC | 1,233 | $619.9K | 0.33% | −35−2.8% | Reduced |
| APCM Wealth Management for Individuals | 1,235 | $620.9K | 0.08% | −301−19.6% | Reduced |
| Ascent Capital Management, LLC | 1,236 | $621.4K | 0.50% | +41+3.4% | Added |
| Binnacle Investments Inc | 1,237 | $621.9K | 0.37% | −348−22.0% | Reduced |
| Sunburst Financial Group, LLC | 1,238 | $622.4K | 0.13% | −1−0.1% | Reduced |
| Gray Private Wealth, LLC | 1,238 | $622.4K | 0.31% | +61+5.2% | Added |
| Davis Investment Partners, LLC | 1,250 | $622.8K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,239 | $623.1K | 0.25% | +65+5.5% | Added |
| Outlook Wealth Advisors, LLC | 1,241 | $623.9K | 0.16% | −259−17.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,241 | $623.9K | 0.45% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,241 | $623.9K | 0.81% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,241 | $623.9K | 0.23% | +8+0.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,246 | $626.4K | 0.40% | −5−0.4% | Reduced |
| Gouws Capital LLC | 1,246 | $626.4K | 0.34% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,248 | $627.4K | 0.16% | −22−1.7% | Reduced |
| Orleans Capital Management Corp | 1,250 | $628.4K | 0.41% | −3,000−70.6% | Reduced |
| Congress Asset Management Co | 1,250 | $628.4K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,250 | $628.4K | 0.14% | +1,250 | New |
| R. W. Roge & Company, Inc. | 1,252 | $629.0K | 0.32% | +31+2.5% | Added |
| SwitchPoint Financial Planning, LLC | 1,254 | $630.5K | 0.46% | +34+2.8% | Added |
| Bellevue Asset Management, LLC | 1,255 | $630.9K | 0.29% | −18−1.4% | Reduced |
| Constitution Capital LLC | 1,256 | $631.4K | 0.30% | −103−7.6% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,256 | $631.4K | 0.27% | +383+43.9% | Added |
| Strategic Wealth Designers | 1,256 | $631.4K | 0.05% | +1,256 | New |
| Opal Wealth Advisors, LLC | 1,259 | $633.0K | 0.18% | +85+7.2% | Added |
| Harbour Capital Advisors, LLC | 1,264 | $634.9K | 0.13% | −242−16.1% | Reduced |
| Stony Point Wealth Management Inc. | 1,263 | $635.0K | 0.26% | +150+13.5% | Added |
| Axiom Financial Strategies, LLC | 1,264 | $635.5K | 0.27% | +69+5.8% | Added |
| Renaissance Investment Group LLC | 1,265 | $635.9K | 0.13% | −35−2.7% | Reduced |
| Burk Holdings LLC | 1,265 | $636.0K | 0.34% | −4−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,268 | $637.5K | 0.28% | +7+0.6% | Added |
| Aspen Wealth Strategies, LLC | 1,269 | $638.0K | 0.36% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 1,271 | $639.0K | 0.35% | +34+2.7% | Added |
| Leeward Financial Partners, LLC | 1,273 | $639.9K | 0.18% | −18−1.4% | Reduced |
| Copperleaf Capital, LLC | 1,274 | $640.5K | 0.31% | +772+153.8% | Added |
| Portfolio Strategies, Inc. | 1,275 | $641.0K | 0.07% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,292 | $641.3K | 0.48% | −92−6.6% | Reduced |
| Financial Council Asset Management Inc | 1,277 | $642.0K | 0.28% | +14+1.1% | Added |
| Covenant Partners, LLC | 1,277 | $642.0K | 0.18% | +91+7.7% | Added |
| Challenger Wealth Management | 1,279 | $643.0K | 0.50% | −610−32.3% | Reduced |
| Wagner Wealth Management, LLC | 1,280 | $643.5K | 0.15% | −82−6.0% | Reduced |
| Saxony Capital Management, LLC | 1,280 | $643.5K | 0.42% | +54+4.4% | Added |
| Arcadia Wealth Management, LLC | 1,281 | $644.0K | 0.26% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,283 | $645.0K | 0.29% | +40+3.2% | Added |
| Michels Family Financial, LLC | 1,284 | $645.5K | 0.50% | −365−22.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,284 | $645.8K | 0.07% | −1−0.1% | Reduced |
| Formulate Financial LLC | 1,285 | $646.0K | 0.80% | +1,285 | New |
| M3 Advisory Group, LLC | 1,285 | $646.1K | 0.40% | +159+14.1% | Added |
| USAdvisors Wealth Management, LLC | 1,287 | $647.0K | 0.22% | +52+4.2% | Added |
| Intellus Advisors LLC | 1,289 | $648.0K | 0.09% | +216+20.1% | Added |
| Collective Family Office LLC | 1,291 | $649.0K | 0.16% | −214−14.2% | Reduced |
| DLK Investment Management, LLC | 1,291 | $649.0K | 0.24% | +100+8.4% | Added |
| Veridan Wealth LLC | 1,295 | $651.0K | 0.22% | +1,295 | New |
| Burns Matteson Capital Management, LLC | 1,297 | $652.1K | 0.27% | −819−38.7% | Reduced |
| Provident Investment Management, Inc. | 1,297 | $652.1K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,297 | $652.1K | 0.22% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,299 | $653.1K | 0.28% | +500+62.6% | Added |
| Grace & White Inc | 1,300 | $653.6K | 0.12% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,301 | $654.1K | 0.09% | −99−7.1% | Reduced |
| Talbot Financial, LLC | 1,301 | $654.1K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,301 | $654.1K | 0.13% | +25+2.0% | Added |
| First Dallas Securities Inc. | 1,302 | $654.6K | 0.25% | −150−10.3% | Reduced |
| Blackstone Group Inc. | 1,307 | $657.1K | 0.00% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,308 | $657.6K | 0.23% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,310 | $658.6K | 0.22% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,312 | $659.6K | 0.35% | +73+5.9% | Added |
| Hirtle Callaghan & Co LLC | 1,314 | $660.6K | 0.02% | −355−21.3% | Reduced |
| Braun-Bostich & Associates Inc. | 1,316 | $661.6K | 0.42% | −137−9.4% | Reduced |
| Sandhill Capital Partners LLC | 1,318 | $662.6K | 0.05% | +1,318 | New |
| Fullerton Fund Management Co Ltd. | 1,320 | $663.6K | 0.03% | −685−34.2% | Reduced |
| Abbot Financial Management, Inc. | 1,321 | $664.1K | 0.28% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 1,327 | $667.1K | 0.38% | +5+0.4% | Added |
| NCM Capital Management, LLC | 1,328 | $667.6K | 0.26% | −700−34.5% | Reduced |
| Abner Herrman & Brock LLC | 1,329 | $668.0K | 0.07% | +1,329 | New |
| Cutler Capital Management, LLC | 1,330 | $668.6K | 0.21% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 1,330 | $668.6K | 0.50% | 00.0% | Unchanged |