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 |
|---|---|---|---|---|---|
| Lionshead Wealth Management, LLC | 1,665 | $837.1K | 0.66% | +8+0.5% | Added |
| Partners in Financial Planning | 1,669 | $839.1K | 0.15% | 00.0% | Unchanged |
| Capital Square, LLC | 1,670 | $839.6K | 0.43% | −116−6.5% | Reduced |
| Covestor Ltd | 1,669 | $840.0K | 0.46% | +7+0.4% | Added |
| Investment Management Corp | 1,671 | $840.1K | 0.72% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,677 | $843.1K | 0.13% | −3,528−67.8% | Reduced |
| Orion Investment Co | 1,678 | $843.6K | 0.27% | −200−10.6% | Reduced |
| West Bancorporation Inc | 1,678 | $843.6K | 0.47% | +419+33.3% | Added |
| Rather & Kittrell, Inc. | 1,679 | $844.1K | 0.15% | +917+120.3% | Added |
| FreeGulliver LLC | 1,680 | $844.6K | 0.38% | +981+140.3% | Added |
| Carl P. Sherr & Co., LLC | 1,681 | $845.1K | 0.40% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,684 | $846.6K | 0.61% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,686 | $847.6K | 0.46% | −17−1.0% | Reduced |
| Advanced Portfolio Management, LLC | 1,698 | $847.7K | 2.21% | +5+0.3% | Added |
| Clearwater Capital Advisors, LLC | 1,689 | $849.2K | 0.07% | +11+0.7% | Added |
| Drake & Associates, LLC | 1,742 | $851.4K | 0.18% | −16−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,698 | $853.7K | 0.18% | −172−9.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,699 | $854.2K | 0.17% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,700 | $854.7K | 0.37% | −78−4.4% | Reduced |
| NBZ Investment Advisors LLC | 1,700 | $854.7K | 0.45% | +1,700 | New |
| Cooper/Haims Advisors, LLC | 1,704 | $856.7K | 0.40% | +61+3.7% | Added |
| Vista Investment Management | 1,705 | $857.2K | 0.30% | −15−0.9% | Reduced |
| Sierra Summit Advisors LLC | 1,705 | $857.2K | 0.13% | +1,705 | New |
| Heritage Family Offices, LLP | 1,707 | $858.2K | 0.40% | −40−2.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $859.2K | 0.55% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,711 | $860.2K | 0.33% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,713 | $861.2K | 0.54% | +156+10.0% | Added |
| Fairvoy Private Wealth, LLC | 1,715 | $862.2K | 0.20% | +108+6.7% | Added |
| Johnson & White Wealth Management, LLC | 1,716 | $862.7K | 0.40% | −150−8.0% | Reduced |
| 49 Wealth Management, LLC | 1,717 | $863.2K | 0.08% | +2+0.1% | Added |
| Keb Asset Management, LLC | 1,726 | $867.7K | 0.19% | +3+0.2% | Added |
| Central Bank & Trust Co | 1,727 | $868.2K | 0.14% | +900+108.8% | Added |
| RIA Advisory Group LLC | 1,739 | $874.3K | 0.23% | +110+6.8% | Added |
| Alpha Financial Partners, LLC | 1,740 | $874.8K | 0.57% | +210+13.7% | Added |
| Yoder Wealth Management, Inc. | 1,742 | $875.8K | 0.41% | +47+2.8% | Added |
| Crestmont Private Wealth LLC | 1,743 | $876.3K | 0.29% | +141+8.8% | Added |
| King Wealth | 1,749 | $879.0K | 0.11% | +10+0.6% | Added |
| Winslow Asset Management Inc | 1,751 | $880.0K | 0.17% | +135+8.4% | Added |
| Maripau Wealth Management LLC | 1,751 | $880.1K | 0.44% | −443−20.2% | Reduced |
| Exchange Bank | 1,752 | $880.8K | 0.61% | +50+2.9% | Added |
| Hyperion Capital Advisors LP | 1,754 | $881.8K | 0.47% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,758 | $883.8K | 0.24% | +27+1.6% | Added |
| Radnor Capital Management, LLC | 1,760 | $884.8K | 0.13% | −621−26.1% | Reduced |
| New Covenant Trust Company, N.A. | 1,763 | $886.3K | 0.83% | −297−14.4% | Reduced |
| FMB Wealth Management | 1,763 | $886.3K | 0.38% | −134−7.1% | Reduced |
| Navalign, LLC | 1,764 | $886.8K | 0.23% | −65−3.6% | Reduced |
| Thoma Capital Management LLC | 1,765 | $887.3K | 0.51% | +75+4.4% | Added |
| RFP Financial Group LLC | 1,822 | $887.7K | 0.36% | −6−0.3% | Reduced |
| DT Investment Partners, LLC | 1,766 | $887.8K | 0.08% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,767 | $888.3K | 0.54% | −20−1.1% | Reduced |
| Great Waters Wealth Management | 1,768 | $888.7K | 0.10% | −18−1.0% | Reduced |
| Investment Counsel Co of Nevada | 1,769 | $889.3K | 1.81% | +1,769 | New |
| Rakuten Securities, Inc. | 1,771 | $890.4K | 0.33% | +1,004+130.9% | Added |
| Clear Point Advisors Inc. | 1,771 | $890.4K | 0.69% | −1−0.1% | Reduced |
| Atom Investors LP | 1,773 | $891.4K | 0.07% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,775 | $892.4K | 0.47% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,779 | $894.4K | 0.21% | +750+72.9% | Added |
| Northstar Financial Companies, Inc. | 1,781 | $895.4K | 0.83% | −58−3.2% | Reduced |
| Strategic Planning Group, LLC | 1,784 | $897.3K | 0.12% | −14,164−88.8% | Reduced |
| Boothbay Fund Management, LLC | 1,785 | $897.4K | 0.02% | −539−23.2% | Reduced |
| Clay Northam Wealth Management, LLC | 1,785 | $897.4K | 0.51% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,788 | $898.9K | 0.40% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 1,792 | $900.9K | 0.20% | +20+1.1% | Added |
| Prosperitas Financial LLC | 1,793 | $901.4K | 0.37% | −2−0.1% | Reduced |
| Grove Street Fiduciary, LLC | 1,800 | $904.9K | 0.43% | −33−1.8% | Reduced |
| PAX Financial Group, LLC | 1,803 | $906.4K | 0.16% | −77−4.1% | Reduced |
| Johnson Financial Group, LLC | 1,803 | $906.4K | 0.08% | +111+6.6% | Added |
| City National Bank of Florida | 1,804 | $906.9K | 0.60% | +75+4.3% | Added |
| Trivant Custom Portfolio Group, LLC | 1,805 | $907.4K | 0.47% | +1,805 | New |
| Lifeworks Advisors, LLC | 1,807 | $908.5K | 0.12% | −39−2.1% | Reduced |
| Elm Partners Management LLC | 1,809 | $909.6K | 0.05% | +571+46.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,812 | $911.0K | 0.11% | −5−0.3% | Reduced |
| Gleason Group, Inc. | 1,819 | $914.5K | 0.09% | −92−4.8% | Reduced |
| Mach-1 Financial Group, Inc. | 1,820 | $915.0K | 0.15% | +1,820 | New |
| Integrity Advisory Solutions, LLC | 1,820 | $915.0K | 0.15% | +1,820 | New |
| Lam Group, Inc. | 1,821 | $915.5K | 0.57% | −32−1.7% | Reduced |
| Human Investing LLC | 1,826 | $918.0K | 0.14% | +101+5.9% | Added |
| Dearborn Partners LLC | 1,828 | $919.0K | 0.04% | −100−5.2% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,831 | $920.5K | 0.49% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,833 | $921.5K | 0.29% | −133−6.8% | Reduced |
| Semus Wealth Partners LLC | 1,834 | $922.0K | 0.52% | +348+23.4% | Added |
| VERITY Wealth Advisors | 1,835 | $922.5K | 0.58% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,835 | $922.5K | 0.26% | +66+3.7% | Added |
| BetterWealth, LLC | 1,836 | $923.0K | 0.22% | +18+1.0% | Added |
| Sciencast Management LP | 1,837 | $923.5K | 0.17% | −6,263−77.3% | Reduced |
| DMKC Advisory Services, LLC | 1,838 | $924.0K | 0.47% | −234−11.3% | Reduced |
| Diamant Asset Management, Inc. | 1,840 | $925.0K | 0.68% | 00.0% | Unchanged |
| CAP Partners, LLC | 1,841 | $925.5K | 0.53% | +7+0.4% | Added |
| Bogart Wealth, LLC | 1,843 | $926.5K | 0.04% | −243−11.6% | Reduced |
| OneAscent Family Office, LLC | 1,844 | $927.1K | 0.75% | −20−1.1% | Reduced |
| Harvest Investment Services, LLC | 1,845 | $927.6K | 0.19% | −359−16.3% | Reduced |
| Coyle Financial Counsel LLC | 1,850 | $930.1K | 0.21% | +196+11.9% | Added |
| Gordian Advisors LLC | 1,852 | $931.1K | 0.63% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 1,855 | $932.6K | 0.65% | +140+8.2% | Added |
| Thrive Capital Management, LLC | 1,857 | $933.6K | 0.24% | −81−4.2% | Reduced |
| Bruni J V & Co | 1,857 | $933.6K | 0.09% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,859 | $934.6K | 0.11% | +95+5.4% | Added |
| Bank of Jackson Hole Trust | 1,860 | $935.1K | 0.47% | +668+56.0% | Added |
| Balance Wealth, LLC | 1,861 | $935.6K | 0.23% | +1,249+204.1% | Added |
| Wise Wealth Partners | 1,863 | $936.8K | 1.43% | 00.0% | Unchanged |