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 |
|---|---|---|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | 1,868 | $939.2K | 0.20% | +1,868 | New |
| Sentinus, LLC | 1,869 | $939.4K | 0.20% | +86+4.8% | Added |
| Verus Financial Partners, Inc. | 1,872 | $941.1K | 0.09% | +4+0.2% | Added |
| Alpha Advisors, LLC | 1,873 | $941.6K | 0.71% | +62+3.4% | Added |
| Estabrook Capital Management | 1,875 | $942.6K | 0.14% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,875 | $942.6K | 0.38% | −5−0.3% | Reduced |
| Sterling Wealth Management, Inc. | 1,875 | $942.6K | 0.29% | +350+23.0% | Added |
| Kelly Financial Group LLC | 1,877 | $943.6K | 0.25% | +650+53.0% | Added |
| John G Ullman & Associates Inc | 1,879 | $944.6K | 0.13% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,882 | $946.2K | 0.18% | +29+1.6% | Added |
| M.E. Allison & Co., Inc. | 1,883 | $946.7K | 0.66% | +1,005+114.5% | Added |
| Raffa Wealth Management, LLC | 1,889 | $949.7K | 0.17% | −77−3.9% | Reduced |
| Acorn Creek Capital LLC | 1,892 | $951.2K | 0.36% | +157+9.0% | Added |
| Rooted Wealth Advisors, Inc. | 1,908 | $951.6K | 0.29% | +322+20.3% | Added |
| Menard Financial Group LLC | 1,895 | $952.7K | 0.64% | +68+3.7% | Added |
| Wick Capital Partners, LLC | 1,901 | $955.5K | 0.23% | −790−29.4% | Reduced |
| Matrix Private Capital Group LLC | 1,901 | $955.7K | 0.51% | +507+36.4% | Added |
| Planned Solutions, Inc. | 1,902 | $956.2K | 0.33% | +173+10.0% | Added |
| Baron Wealth Management LLC | 1,903 | $956.7K | 0.32% | −112−5.6% | Reduced |
| Wallington Asset Management, LLC | 1,903 | $956.7K | 0.12% | −6−0.3% | Reduced |
| TCM Advisors, LLC | – | $958.2K | 0.81% | – | – |
| EdgeRock Capital LLC | 1,910 | $960.3K | 0.27% | +115+6.4% | Added |
| Vanguard Capital Wealth Advisors | 1,923 | $966.8K | 0.77% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 1,925 | $967.8K | 0.09% | −50−2.5% | Reduced |
| Meritas Wealth Management, LLC | 1,925 | $967.8K | 0.48% | +73+3.9% | Added |
| Integral Investment Advisors, Inc. | 1,926 | $968.3K | 0.26% | +500+35.1% | Added |
| Nemes Rush Group LLC | 1,929 | $969.8K | 0.10% | +49+2.6% | Added |
| Trillium Asset Management, LLC | 1,929 | $970.0K | 0.03% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,933 | $971.8K | 0.11% | +254+15.1% | Added |
| Gilman Hill Asset Management, LLC | 1,938 | $974.3K | 0.15% | −50−2.5% | Reduced |
| Total Investment Management Inc | 1,938 | $974.3K | 0.13% | +397+25.8% | Added |
| 1620 Investment Advisors, Inc. | 1,939 | $974.6K | 0.66% | +339+21.2% | Added |
| Stonehearth Capital Management, LLC | 1,940 | $975.3K | 0.38% | −77−3.8% | Reduced |
| NFP Retirement, Inc. | 1,942 | $976.3K | 0.06% | +19+1.0% | Added |
| Sunbeam Capital Management, LLC | 1,946 | $978.3K | 0.61% | +175+9.9% | Added |
| Stableford Capital II LLC | 1,949 | $979.8K | 0.35% | −2−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 1,951 | $980.8K | 0.14% | −1,620−45.4% | Reduced |
| Capital CS Group, LLC | 1,951 | $980.8K | 1.61% | −29−1.5% | Reduced |
| Warner Financial, Inc | 1,951 | $981.0K | 0.37% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,974 | $983.4K | 0.33% | +31+1.6% | Added |
| Sageworth Trust Co of South Dakota | 1,959 | $984.9K | 0.93% | +9+0.5% | Added |
| Rosenberg Matthew Hamilton | 1,959 | $984.9K | 0.21% | +70+3.7% | Added |
| Jackson Hole Capital Partners, LLC | 1,959 | $984.9K | 0.17% | +71+3.8% | Added |
| First Pacific Financial | 1,962 | $986.4K | 0.14% | +43+2.2% | Added |
| TrueWealth Advisors, LLC | 1,964 | $987.4K | 0.27% | +334+20.5% | Added |
| Asset Planning Services Inc | 1,965 | $988.0K | 0.42% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,969 | $989.9K | 0.17% | +64+3.4% | Added |
| Woodard & Co Asset Management Group Inc | 1,970 | $990.4K | 0.16% | −6,123−75.7% | Reduced |
| William Allan, LLC | 1,970 | $990.4K | 0.56% | −223−10.2% | Reduced |
| Gerber, LLC | 1,971 | $990.9K | 0.62% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,974 | $992.4K | 0.53% | −1−0.1% | Reduced |
| Campion Asset Management LLC | 1,976 | $993.4K | 0.71% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,977 | $993.9K | 0.03% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,977 | $993.9K | 0.32% | +2+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,977 | $993.9K | 0.15% | +60+3.1% | Added |
| MFA Wealth Services | 1,977 | $994.0K | 0.69% | +9+0.5% | Added |
| Boyar Asset Management Inc. | 1,978 | $994.4K | 0.63% | −8−0.4% | Reduced |
| ABLE Financial Group, LLC | 1,982 | $996.4K | 0.22% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,982 | $996.4K | 0.31% | +300+17.8% | Added |
| Creative Capital Management Investments LLC | 1,983 | $996.9K | 0.32% | +20+1.0% | Added |
| Shelton Wealth Management, LLC | 1,985 | $997.9K | 0.46% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,987 | $998.9K | 0.45% | +1,987 | New |
| Fortem Financial Group, LLC | 1,989 | $1.00M | 0.29% | −261−11.6% | Reduced |
| Sylvest Advisors, LLC | 1,996 | $1.00M | 0.54% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,997 | $1.00M | 0.66% | +54+2.8% | Added |
| Schoolcraft Capital LLC | 1,998 | $1.00M | 0.20% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,000 | $1.01M | 0.04% | −71,439−97.3% | Reduced |
| WestHill Financial Advisors, Inc. | 2,002 | $1.01M | 0.20% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,003 | $1.01M | 0.28% | +21+1.1% | Added |
| Blue Rock Wealth Management LLC | 2,003 | $1.01M | 0.63% | +229+12.9% | Added |
| Old North State Trust, LLC | 2,006 | $1.01M | 0.61% | +217+12.1% | Added |
| McClarren Financial Advisors, Inc. | 4,708 | $1.01M | 0.62% | +2,759+141.6% | Added |
| Cyr Financial Inc. | 2,012 | $1.01M | 0.69% | +68+3.5% | Added |
| Wealthedge Investment Advisors, LLC | 2,015 | $1.01M | 0.38% | +296+17.2% | Added |
| Harold Davidson & Associates Inc. | 2,016 | $1.01M | 0.46% | +107+5.6% | Added |
| Financial Futures Ltd Liability Co. | 2,017 | $1.01M | 0.49% | +2+0.1% | Added |
| Emerald Advisors, LLC | 2,019 | $1.02M | 0.13% | +83+4.3% | Added |
| Carr Financial Group Corp | 2,019 | $1.02M | 0.28% | +308+18.0% | Added |
| Wood Tarver Financial Group, LLC | 2,021 | $1.02M | 0.30% | −68−3.3% | Reduced |
| Ade, LLC | 2,025 | $1.02M | 0.51% | +553+37.6% | Added |
| Twelve Points Wealth Management LLC | 2,027 | $1.02M | 0.25% | +140+7.4% | Added |
| Rydar Equities, Inc. | 2,058 | $1.02M | 0.82% | +160+8.4% | Added |
| OLIO Financial Planning | 2,032 | $1.02M | 0.30% | −9−0.4% | Reduced |
| IMZ Advisory Inc | 2,034 | $1.02M | 0.38% | −15−0.7% | Reduced |
| Juncture Wealth Strategies, LLC | 2,036 | $1.02M | 0.34% | +53+2.7% | Added |
| Mayar Capital Ltd. | 2,038 | $1.02M | 1.60% | 00.0% | Unchanged |
| Security Financial Services, INC. | 2,041 | $1.03M | 0.17% | −26−1.3% | Reduced |
| Bridgefront Capital, LLC | 2,043 | $1.03M | 0.30% | +696+51.7% | Added |
| AssuredPartners Investment Advisors, LLC | 2,044 | $1.03M | 0.23% | +73+3.7% | Added |
| Five Oceans Advisors | 2,044 | $1.03M | 0.38% | +16+0.8% | Added |
| Ulland Investment Advisors, LLC | 2,046 | $1.03M | 0.77% | −30−1.4% | Reduced |
| First Business Financial Services, Inc. | 2,047 | $1.03M | 0.09% | −200−8.9% | Reduced |
| Index Fund Advisors, Inc. | 2,050 | $1.03M | 0.05% | +180+9.6% | Added |
| RNC Capital Management LLC | 2,050 | $1.03M | 0.05% | +312+18.0% | Added |
| Marco Investment Management LLC | 2,053 | $1.03M | 0.08% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 2,054 | $1.03M | 0.04% | +329+19.1% | Added |
| LJI Wealth Management, LLC | 2,058 | $1.03M | 0.18% | −239−10.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,058 | $1.03M | 0.47% | −52−2.5% | Reduced |
| Boltwood Capital Management | 2,059 | $1.04M | 0.28% | +40+2.0% | Added |
| Greenhouse Wealth Management, LLC | 2,060 | $1.04M | 0.62% | 00.0% | Unchanged |