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, 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 | 4,928 | $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, 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 |
|---|---|---|---|---|---|
| First Financial Corp | 282 | $141.8K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $142.3K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4,239 | $146.1K | 0.10% | +4,239 | New |
| Minot DeBlois Advisors LLC | 300 | $150.8K | 0.14% | −15−4.8% | Reduced |
| Ramirez Asset Management, Inc. | 300 | $150.8K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 300 | $150.8K | 0.13% | 00.0% | Unchanged |
| Solstein Capital, LLC | 301 | $151.3K | 0.07% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 311 | $156.4K | 0.07% | −870−73.7% | Reduced |
| Curio Wealth, LLC | 313 | $157.4K | 0.06% | −497−61.4% | Reduced |
| Sarver Vrooman Wealth Advisors | 314 | $157.9K | 0.10% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 327 | $164.4K | 0.11% | +54+19.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 340 | $170.9K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 351 | $174.4K | 0.03% | −296−45.7% | Reduced |
| Loomis Sayles & Co L P | 347 | $174.5K | 0.00% | +5+1.5% | Added |
| Murphy & Mullick Capital Management Corp | 367 | $180.9K | 0.13% | +20+5.8% | Added |
| Accordant Advisory Group Inc | 370 | $186.0K | 0.13% | −5−1.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 371 | $186.5K | 0.13% | −2,200−85.6% | Reduced |
| Red Tortoise LLC | 376 | $189.0K | 0.08% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 382 | $190.3K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 380 | $191.0K | 0.08% | −150−28.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 380 | $191.0K | 0.16% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 388 | $195.1K | 0.26% | −2,000−83.8% | Reduced |
| West Financial Advisors, LLC | 392 | $197.1K | 0.03% | +6+1.6% | Added |
| Kozak & Associates, Inc. | 392 | $197.3K | 0.04% | +19+5.1% | Added |
| Howard Hughes Medical Institute | 394 | $198.1K | 0.12% | −2−0.5% | Reduced |
| TruNorth Capital Management, LLC | 397 | $199.6K | 0.04% | +75+23.3% | Added |
| WPG Advisers, LLC | 397 | $199.6K | 0.15% | +192+93.7% | Added |
| Ridgeline Wealth, LLC | 399 | $200.6K | 0.15% | +399 | New |
| Aurelius Family Office LLC | 399 | $200.6K | 0.09% | +399 | New |
| FNY Investment Advisers, LLC | 401 | $201.0K | 0.06% | +267+199.3% | Added |
| Bienville Capital Management, LLC | 400 | $201.1K | 0.04% | −61−13.2% | Reduced |
| MorganRosel Wealth Management, LLC | 400 | $201.1K | 0.05% | +17+4.4% | Added |
| TL Private Wealth | 410 | $201.7K | 0.08% | −138−25.2% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 411 | $202.1K | 0.19% | +411 | New |
| Longview Financial Advisors, Inc. | 403 | $202.6K | 0.14% | +403 | New |
| Legacy Solutions, LLC | 403 | $202.6K | 0.18% | +403 | New |
| Roberts Wealth Advisors, LLC | 403 | $202.6K | 0.05% | +403 | New |
| Prospera Capital Management, LLC | 404 | $203.1K | 0.10% | +404 | New |
| Fortune Financial Advisors, LLC | 406 | $204.1K | 0.15% | +406 | New |
| Cambridge Capital Management, LLC | 409 | $205.6K | 0.10% | +409 | New |
| Life Planning Partners, Inc | 410 | $205.9K | 0.15% | +410 | New |
| Dynamic Wealth Strategies, LLC | 410 | $206.1K | 0.14% | +60+17.1% | Added |
| Kropog Financial Group, LLC | 410 | $206.1K | 0.17% | +410 | New |
| Fjell Capital, LLC | 411 | $206.6K | 0.18% | −2−0.5% | Reduced |
| Kooman & Associates | 412 | $207.1K | 0.06% | −10−2.4% | Reduced |
| Trademark Financial Management, LLC | 412 | $207.1K | 0.12% | −6−1.4% | Reduced |
| Flagship Private Wealth, LLC | 412 | $207.1K | 0.08% | 00.0% | Unchanged |
| Avant Capital LLC | 412 | $207.1K | 0.15% | +412 | New |
| Kuhn & Co Investment Counsel | 414 | $208.1K | 0.16% | −34−7.6% | Reduced |
| POM Investment Strategies, LLC | 415 | $208.6K | 0.11% | −2−0.5% | Reduced |
| Meridian Management Co | 415 | $208.6K | 0.06% | +415 | New |
| Fourth Dimension Wealth, LLC | 416 | $209.1K | 0.08% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 416 | $209.1K | 0.08% | +416 | New |
| Kinloch Capital, LLC | 419 | $210.6K | 0.09% | −137−24.6% | Reduced |
| Dean, Jacobson Financial Services, LLC | 419 | $210.6K | 0.15% | −20−4.6% | Reduced |
| Melfa Wealth Management, LLC | 422 | $212.2K | 0.12% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 427 | $214.7K | 0.06% | −1,825−81.0% | Reduced |
| High Probability Advisors, LLC | 427 | $214.7K | 0.03% | 00.0% | Unchanged |
| William Howard & Co Financial Advisors Inc | 428 | $215.2K | 0.18% | −176−29.1% | Reduced |
| Strategic Equity Management | 430 | $216.2K | 0.08% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 431 | $216.4K | 0.05% | +10+2.4% | Added |
| Summit Wealth Partners, LLC | 433 | $217.7K | 0.04% | −41−8.6% | Reduced |
| Barnett & Company, Inc. | 433 | $217.7K | 0.17% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 433 | $217.7K | 0.06% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 434 | $218.2K | 0.08% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 434 | $218.2K | 0.05% | −28−6.1% | Reduced |
| Runnymede Capital Advisors, Inc. | 435 | $218.7K | 0.18% | −363−45.5% | Reduced |
| Santori & Peters | 435 | $218.7K | 0.08% | 00.0% | Unchanged |
| Able Wealth Management LLC | 436 | $219.2K | 0.08% | +436 | New |
| Accent Capital Management, LLC | 437 | $219.7K | 0.09% | +437 | New |
| Insight Wealth Partners, LLC | 437 | $219.7K | 0.10% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 438 | $220.2K | 0.13% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 438 | $220.2K | 0.87% | +32+7.9% | Added |
| Hobart Private Capital, LLC | 440 | $221.2K | 0.05% | −47−9.7% | Reduced |
| Permanens Capital L.P. | 441 | $221.7K | 0.03% | −10,479−96.0% | Reduced |
| Jeppson Wealth Management, LLC | 442 | $222.2K | 0.07% | −15−3.3% | Reduced |
| BlueStem Wealth Partners, LLC | 445 | $223.7K | 0.03% | +445 | New |
| Apeiron RIA LLC | 457 | $224.9K | 0.05% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 448 | $225.2K | 0.13% | +2+0.4% | Added |
| BostonPremier Wealth LLC | 451 | $226.7K | 0.11% | −76−14.4% | Reduced |
| Alpha Financial Advisors, LLC | 451 | $226.7K | 0.08% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 452 | $227.2K | 0.14% | −29−6.0% | Reduced |
| Capital Insight Partners, LLC | 453 | $227.7K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 454 | $228.0K | 0.01% | −2,967−86.7% | Reduced |
| WealthCare Investment Partners, LLC | 458 | $228.2K | 0.07% | +458 | New |
| EFG Asset Management (Americas) Corp. | 454 | $228.2K | 0.04% | +454 | New |
| Commons Capital, LLC | 455 | $228.7K | 0.15% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 468 | $228.8K | 0.08% | +468 | New |
| Opulen Financial Group LLC | 456 | $229.2K | 0.17% | −774−62.9% | Reduced |
| Thompson Investment Management, Inc. | 456 | $229.2K | 0.03% | 00.0% | Unchanged |
| Five Pine Wealth Management | 456 | $229.2K | 0.15% | 00.0% | Unchanged |
| Guerra Advisors Inc | 457 | $229.8K | 0.08% | −46−9.1% | Reduced |
| Mullooly Asset Management, Inc. | 457 | $229.8K | 0.09% | 00.0% | Unchanged |
| Luminist Capital LLC | 463 | $230.7K | 0.20% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 459 | $230.8K | 0.01% | −31−6.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 459 | $230.8K | 0.14% | +459 | New |
| North Ridge Wealth Advisors, Inc. | 460 | $231.2K | 0.13% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 460 | $231.3K | 0.15% | 00.0% | Unchanged |
| Foronjy Financial LLC | 463 | $232.7K | 0.10% | −203−30.5% | Reduced |
| Allen Wealth Management, LLC | 464 | $233.3K | 0.16% | −2−0.4% | Reduced |