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 |
|---|---|---|---|---|---|
| Halter Ferguson Financial Inc. | 464 | $233.3K | 0.06% | −14−2.9% | Reduced |
| InvesTrust | 465 | $233.8K | 0.09% | −40−7.9% | Reduced |
| Stegner Investment Associates Inc. | 466 | $234.3K | 0.13% | +12+2.6% | Added |
| Meadow Creek Wealth Advisors LLC | 480 | $234.6K | 0.16% | −74−13.4% | Reduced |
| Financial Advisory Corp | 467 | $234.8K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 470 | $236.3K | 0.13% | −322−40.7% | Reduced |
| Lloyd Advisory Services, LLC. | 471 | $236.8K | 0.11% | +7+1.5% | Added |
| Rockport Wealth LLC | 472 | $237.3K | 0.05% | +42+9.8% | Added |
| Foundry Financial Group, Inc. | 473 | $237.8K | 0.12% | −18−3.7% | Reduced |
| Trust Investment Advisors | 473 | $237.8K | 0.13% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 473 | $237.8K | 0.11% | +473 | New |
| MSA Advisors, LLC | 475 | $238.8K | 0.06% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 475 | $238.8K | 0.06% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 475 | $238.8K | 0.07% | +475 | New |
| Signature Wealth Management Group | 476 | $239.3K | 0.09% | −183−27.8% | Reduced |
| Shearwater Capital LLC | 476 | $239.3K | 0.14% | 00.0% | Unchanged |
| STAR Financial Bank | 476 | $239.3K | 0.14% | +22+4.8% | Added |
| A&I Financial Services, LLC | 481 | $239.6K | 0.12% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 477 | $239.8K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 477 | $239.8K | 0.16% | 00.0% | Unchanged |
| Copia Wealth Management | 477 | $239.8K | 0.18% | +149+45.4% | Added |
| Fulcrum Capital LLC | 478 | $240.3K | 0.05% | −2,550−84.2% | Reduced |
| High Falls Advisors, Inc | 479 | $240.8K | 0.05% | +479 | New |
| True Wealth Design, LLC | 481 | $241.8K | 0.07% | +104+27.6% | Added |
| Colonial River Wealth Management, LLC | 481 | $241.8K | 0.09% | −480−49.9% | Reduced |
| New Dimensions Wealth Management, LLC | 481 | $241.8K | 0.21% | 00.0% | Unchanged |
| Beck Bode, LLC | 485 | $243.8K | 0.04% | −6−1.2% | Reduced |
| Topel & Distasi Wealth Management, LLC | 485 | $243.8K | 0.12% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 485 | $243.8K | 0.05% | +485 | New |
| Powers Advisory Group, LLC | 487 | $244.8K | 0.10% | +39+8.7% | Added |
| Lesa Sroufe & Co | 487 | $245.0K | 0.20% | +1+0.2% | Added |
| Mason Investment Advisory Services, Inc. | 488 | $245.3K | 0.01% | +488 | New |
| SS&H Financial Advisors, Inc. | 488 | $245.3K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 489 | $245.8K | 0.17% | −180−26.9% | Reduced |
| MBB Public Markets I LLC | 489 | $245.8K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 489 | $245.8K | 0.04% | +32+7.0% | Added |
| Frontier Asset Management, LLC | 489 | $245.8K | 0.06% | +489 | New |
| RBA Wealth Management, LLC | 490 | $246.3K | 0.09% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 491 | $246.8K | 0.06% | +491 | New |
| C M Bidwell & Associates Ltd | 491 | $246.8K | 0.12% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 493 | $247.9K | 0.06% | 00.0% | Unchanged |
| Slagle Financial, LLC | 494 | $248.3K | 0.09% | −6−1.2% | Reduced |
| Bank Ozk | 495 | $248.9K | 0.09% | −3−0.6% | Reduced |
| Greenfield Seitz Capital Management, LLC | 498 | $250.4K | 0.08% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 498 | $250.4K | 0.08% | +37+8.0% | Added |
| Teachers Insurance & Annuity Association of America | 500 | $251.4K | 0.30% | −28−5.3% | Reduced |
| Ellerson Group Inc | 500 | $251.4K | 0.16% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $251.4K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $251.4K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 500 | $251.4K | 0.04% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $251.4K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 500 | $251.4K | 0.04% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $251.4K | 0.16% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 500 | $251.4K | 0.22% | +500 | New |
| Sykon Capital LLC | 500 | $251.4K | 0.08% | +500 | New |
| W.H. Cornerstone Investments Inc. | 503 | $252.9K | 0.15% | −57−10.2% | Reduced |
| Emergent Wealth Advisors, LLC | 503 | $252.9K | 0.15% | 00.0% | Unchanged |
| Infinity Wealth Counsel, LLC | 503 | $252.9K | 0.25% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 503 | $252.9K | 0.21% | +503 | New |
| JDH Wealth Management, LLC | 504 | $253.4K | 0.18% | −9−1.8% | Reduced |
| GR Financial Group, LLC | 504 | $253.6K | 0.06% | 00.0% | Unchanged |
| Clarity Wealth Development LLC | 527 | $253.7K | 0.23% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 505 | $253.9K | 0.08% | −7−1.4% | Reduced |
| Clayton Financial Group LLC | 505 | $253.9K | 0.19% | +505 | New |
| United Bank | 506 | $254.4K | 0.03% | −500−49.7% | Reduced |
| Paladin Advisory Group, LLC | 509 | $255.9K | 0.20% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 509 | $255.9K | 0.04% | +509 | New |
| Butensky & Cohen Financial Security, Inc | 510 | $256.4K | 0.07% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 511 | $256.9K | 0.20% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 512 | $257.4K | 0.04% | −6−1.2% | Reduced |
| Altus Wealth Management, LLC | 513 | $257.9K | 0.11% | −40−7.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 527 | $258.0K | 0.10% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 522 | $259.4K | 0.14% | +8+1.6% | Added |
| Quad-Cities Investment Group, LLC | 517 | $259.9K | 0.11% | −5−1.0% | Reduced |
| Sellwood Investment Partners LLC | 517 | $259.9K | 0.10% | +41+8.6% | Added |
| Torrey Growth & Income Advisors | 517 | $259.9K | 0.08% | +517 | New |
| Manuka Financial, LLC | 519 | $260.9K | 0.16% | −61−10.5% | Reduced |
| Austin Asset Management Co Inc | 519 | $260.9K | 0.05% | +15+3.0% | Added |
| Auour Investments LLC | 521 | $261.9K | 0.09% | 00.0% | Unchanged |
| Dillon & Associates Inc | 522 | $263.0K | 0.03% | −33−5.9% | Reduced |
| Planning Directions Inc | 524 | $263.4K | 0.14% | 00.0% | Unchanged |
| Schubert & Co | 524 | $263.5K | 0.19% | +112+27.2% | Added |
| Alaethes Wealth LLC | 525 | $263.9K | 0.07% | −54−9.3% | Reduced |
| Trellis Wealth Advisors LLC | 526 | $264.4K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 527 | $264.9K | 0.10% | 00.0% | Unchanged |
| Charis Legacy Partners, LLC | 529 | $265.9K | 0.40% | +529 | New |
| Halbert Hargrove Global Advisors, LLC | 530 | $266.5K | 0.01% | +165+45.2% | Added |
| Strive Asset Management, LLC | 531 | $267.0K | 0.14% | −153−22.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 538 | $267.4K | 0.08% | +538 | New |
| Sit Investment Associates Inc | 533 | $268.0K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $268.5K | 0.15% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 535 | $269.0K | 0.28% | −1,420−72.6% | Reduced |
| Pollock Investment Advisors, LLC | 535 | $269.0K | 0.21% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 537 | $269.0K | 0.14% | +537 | New |
| Cypress Capital Management LLC (WY) | 537 | $270.0K | 0.25% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 537 | $270.0K | 0.07% | +17+3.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 537 | $270.0K | 0.17% | +26+5.1% | Added |
| Equita Financial Network, Inc. | 540 | $271.5K | 0.09% | −255−32.1% | Reduced |
| RFG Holdings, Inc. | 541 | $272.0K | 0.07% | +541 | New |
| Summit Investment Advisory Services, LLC | 542 | $272.5K | 0.11% | 00.0% | Unchanged |