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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 2,064 | $1.04M | 1.45% | +13+0.6% | Added |
| Simplify Asset Management Inc. | 2,064 | $1.04M | 0.02% | +2,064 | New |
| Investment Research Partners LLC | 2,185 | $1.04M | 0.47% | +2,185 | New |
| Birchcreek Wealth Management, LLC | 2,069 | $1.04M | 0.54% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 2,070 | $1.04M | 0.75% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,074 | $1.04M | 0.01% | −32,227−94.0% | Reduced |
| Fortis Capital Advisors, LLC | 2,074 | $1.04M | 0.17% | +156+8.1% | Added |
| Aristotle Capital Management, LLC | 2,075 | $1.04M | 0.00% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,080 | $1.05M | 0.15% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 2,080 | $1.05M | 0.37% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,086 | $1.05M | 0.24% | −208−9.1% | Reduced |
| Allium Financial Advisors, LLC | 2,090 | $1.05M | 0.87% | +106+5.3% | Added |
| Probity Advisors, Inc. | 2,091 | $1.05M | 0.17% | +288+16.0% | Added |
| Monograph Wealth Advisors, LLC | 2,093 | $1.05M | 0.11% | −28−1.3% | Reduced |
| Axecap Investments, LLC | 2,093 | $1.05M | 0.65% | −3−0.1% | Reduced |
| Selective Wealth Management, Inc. | 2,100 | $1.05M | 0.34% | +58+2.8% | Added |
| Aventura Private Wealth, LLC | 2,104 | $1.06M | 0.39% | +1,417+206.3% | Added |
| Tripletail Wealth Management, LLC | 2,112 | $1.06M | 1.25% | −211−9.1% | Reduced |
| Elk River Wealth Management, LLC | 2,110 | $1.06M | 0.17% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,116 | $1.06M | 1.10% | −100−4.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,118 | $1.06M | 0.37% | −57−2.6% | Reduced |
| Alteri Wealth LLC | 2,122 | $1.07M | 0.37% | +34+1.6% | Added |
| Dynamic Financial Group | 2,123 | $1.07M | 0.93% | −157−6.9% | Reduced |
| Level Financial Advisors, Inc. | 2,123 | $1.07M | 0.30% | −12−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 2,125 | $1.07M | 0.32% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 2,126 | $1.07M | 0.25% | −892−29.6% | Reduced |
| Motive Wealth Advisors | 2,126 | $1.07M | 0.46% | +20+0.9% | Added |
| Argentarii, LLC | 2,129 | $1.07M | 0.46% | −4−0.2% | Reduced |
| White Pine Capital LLC | 2,135 | $1.07M | 0.31% | +41+2.0% | Added |
| Garrett Investment Advisors LLC | 2,139 | $1.08M | 0.09% | −295−12.1% | Reduced |
| LeConte Wealth Management, LLC | 2,139 | $1.08M | 0.72% | +583+37.5% | Added |
| Triton Wealth Management, PLLC | 2,257 | $1.08M | 0.41% | +3+0.1% | Added |
| Financial Consulate, Inc | 2,148 | $1.08M | 0.15% | −40−1.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,151 | $1.08M | 0.24% | +402+23.0% | Added |
| Sunflower Bank, N.A. | 2,153 | $1.08M | 0.26% | −100−4.4% | Reduced |
| BKM Wealth Management, LLC | 2,153 | $1.08M | 0.40% | +12+0.6% | Added |
| Maryland Capital Advisors Inc. | 2,158 | $1.08M | 0.39% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,163 | $1.09M | 0.62% | 00.0% | Unchanged |
| Family Office Research LLC | 2,164 | $1.09M | 0.48% | +2,164 | New |
| Capital Group Investment Management Pte. Ltd. | 2,168 | $1.09M | 0.18% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 2,170 | $1.09M | 0.35% | +200+10.2% | Added |
| Act Wealth Management, LLC | 2,176 | $1.09M | 0.38% | −1,042−32.4% | Reduced |
| Cascade Investment Advisors, Inc. | 2,180 | $1.10M | 0.66% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,181 | $1.10M | 0.27% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,182 | $1.10M | 0.16% | −7−0.3% | Reduced |
| Foster & Motley Inc | 2,184 | $1.10M | 0.06% | +7+0.3% | Added |
| Hengehold Capital Management LLC | 2,188 | $1.10M | 0.09% | −491−18.3% | Reduced |
| First Financial Bankshares Inc | 2,191 | $1.10M | 0.02% | −5,377−71.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,206 | $1.10M | 0.11% | +701+46.6% | Added |
| Contravisory Investment Management, Inc. | 2,194 | $1.10M | 0.21% | −77−3.4% | Reduced |
| DDFG, Inc | 2,196 | $1.10M | 0.25% | +97+4.6% | Added |
| Austin Wealth Management, LLC | 2,256 | $1.11M | 0.17% | −92−3.9% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 2,211 | $1.11M | 0.19% | −2−0.1% | Reduced |
| Jain Global LLC | 2,211 | $1.11M | 0.01% | +2,211 | New |
| Legacy Capital Wealth Partners, LLC | 2,218 | $1.12M | 0.24% | +97+4.6% | Added |
| Cambridge Financial Group, LLC | 2,218 | $1.12M | 0.36% | +1,625+274.0% | Added |
| Full Sail Capital, LLC | 2,219 | $1.12M | 0.06% | +47+2.2% | Added |
| Harbor Group, Inc. | 2,221 | $1.12M | 0.18% | +34+1.6% | Added |
| Argyle Capital Management Inc. | 2,226 | $1.12M | 0.39% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 2,229 | $1.12M | 0.46% | −173−7.2% | Reduced |
| Sky-Mountain Capital Management, Inc. | 2,281 | $1.12M | 0.78% | −50−2.1% | Reduced |
| Riverchase Wealth Management, LLC | 2,234 | $1.12M | 0.64% | −291−11.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,234 | $1.12M | 0.26% | +605+37.1% | Added |
| BlueChip Wealth Advisors LLC | 2,237 | $1.12M | 0.48% | +295+15.2% | Added |
| Ariadne Wealth Management, LP | 2,194 | $1.13M | 0.50% | +211+10.6% | Added |
| Diversified Portfolios, Inc. | 2,240 | $1.13M | 0.10% | −11−0.5% | Reduced |
| Per Stirling Capital Management, LLC. | 2,241 | $1.13M | 0.13% | −20−0.9% | Reduced |
| Allie Family Office LLC | 2,243 | $1.13M | 0.53% | +193+9.4% | Added |
| Fountainhead AM, LLC | 2,246 | $1.13M | 0.15% | +139+6.6% | Added |
| American Assets Investment Management, LLC | 2,250 | $1.13M | 0.08% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,255 | $1.13M | 0.66% | +17+0.8% | Added |
| Topsail Wealth Management, LLC | 2,257 | $1.13M | 0.19% | −205−8.3% | Reduced |
| First National Bank & Trust Co of Newtown | 2,260 | $1.14M | 0.22% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 2,260 | $1.14M | 0.32% | +26+1.2% | Added |
| GEN Financial Management, INC. | 2,260 | $1.14M | 0.98% | −421−15.7% | Reduced |
| Creekmur Asset Management LLC | 2,260 | $1.14M | 0.19% | −206−8.4% | Reduced |
| Ayrshire Capital Management LLC | 2,268 | $1.14M | 0.53% | −9−0.4% | Reduced |
| Symmetry Partners, LLC | 2,270 | $1.14M | 0.12% | +622+37.7% | Added |
| Financial Advisors Network, Inc. | 2,276 | $1.14M | 0.16% | +454+24.9% | Added |
| Boreal Capital Management LLC | 2,277 | $1.14M | 0.92% | −159−6.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,278 | $1.15M | 0.14% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 2,280 | $1.15M | 1.50% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,281 | $1.15M | 0.26% | −412−15.3% | Reduced |
| Sterling Financial Planning, Inc. | 2,282 | $1.15M | 0.36% | 00.0% | Unchanged |
| KW Wealth Management LLC | 2,284 | $1.15M | 1.96% | +2,284 | New |
| Barden Capital Management, Inc. | 2,286 | $1.15M | 0.96% | −4−0.2% | Reduced |
| Yukon Wealth Management, Inc. | 2,286 | $1.15M | 0.38% | +59+2.6% | Added |
| TPG Advisors LLC | 2,289 | $1.15M | 0.76% | −38−1.6% | Reduced |
| Sheets Smith Wealth Management | 2,299 | $1.16M | 0.13% | +22+1.0% | Added |
| Cape Ann Savings Bank | 2,299 | $1.16M | 0.62% | +55+2.5% | Added |
| Capital Advisors, Ltd. LLC | 2,300 | $1.16M | 0.13% | −43−1.8% | Reduced |
| Ehrenkranz Partners L.P. | 2,300 | $1.16M | 1.01% | +2,300 | New |
| Landaas & Co | 2,304 | $1.16M | 0.26% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,305 | $1.16M | 0.65% | +58+2.6% | Added |
| Cooke & Bieler LP | 2,310 | $1.16M | 0.01% | −10−0.4% | Reduced |
| Retirement Wealth Solutions LLC | 2,313 | $1.16M | 0.76% | +2,077+880.1% | Added |
| Holistic Planning, LLC | 2,314 | $1.16M | 0.31% | −186−7.4% | Reduced |
| Sage Rhino Capital LLC | 2,316 | $1.16M | 0.23% | +73+3.3% | Added |
| Inspire Advisors, LLC | 2,320 | $1.17M | 0.11% | −285−10.9% | Reduced |
| Broadleaf Partners, LLC | 2,321 | $1.17M | 0.24% | −3−0.1% | Reduced |