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 |
|---|---|---|---|---|---|
| American Financial & Tax Strategies Inc | 545 | $274.0K | 0.14% | −123−18.4% | Reduced |
| DKM Wealth Management, Inc. | 545 | $274.1K | 0.22% | +50+10.1% | Added |
| Endeavor Private Wealth, Inc. | 546 | $274.5K | 0.08% | +546 | New |
| Portus Wealth Advisors, LLC | 546 | $274.5K | 0.27% | +546 | New |
| MPWM Advisory Solutions, LLC | 547 | $275.0K | 0.16% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 548 | $275.5K | 0.06% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 549 | $276.0K | 0.22% | 00.0% | Unchanged |
| Howe & Rusling Inc | 550 | $276.5K | 0.02% | 00.0% | Unchanged |
| Williams Financial, LLC | 552 | $277.5K | 0.29% | +552 | New |
| Navigoe, LLC | 554 | $278.0K | 0.18% | +239+75.9% | Added |
| Davidson Investment Advisors | 554 | $278.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 554 | $278.5K | 0.34% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 557 | $280.0K | 0.11% | −3−0.5% | Reduced |
| Saudi Central Bank | 559 | $281.0K | 0.01% | +8+1.5% | Added |
| Guardian Wealth Advisors, LLC | 560 | $281.5K | 0.16% | −53−8.6% | Reduced |
| Capstone Wealth Management, LLC | 562 | $282.5K | 0.22% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 562 | $282.5K | 0.12% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 562 | $282.5K | 0.11% | +10+1.8% | Added |
| Mainsail Financial Group, LLC | 562 | $282.5K | 0.12% | +41+7.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 562 | $282.7K | 0.11% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 566 | $282.9K | 0.23% | +33+6.2% | Added |
| Beaumont Asset Management, L.L.C. | 563 | $283.0K | 0.14% | 00.0% | Unchanged |
| Meredith Wealth Planning | 563 | $283.0K | 0.09% | +12+2.2% | Added |
| Carolina Wealth Advisors, LLC | 565 | $284.0K | 0.12% | −210−27.1% | Reduced |
| Headland Capital, LLC | 566 | $284.6K | 0.08% | −133−19.0% | Reduced |
| Wealth Advisors Northwest LLC | 566 | $284.6K | 0.14% | +6+1.1% | Added |
| Seneca Financial Advisors LLC | 568 | $285.6K | 0.09% | +102+21.9% | Added |
| Strengthening Families & Communities, LLC | 568 | $285.6K | 0.06% | +568 | New |
| Blackston Financial Advisory Group, LLC | 569 | $286.1K | 0.17% | −644−53.1% | Reduced |
| Investors Research Corp | 569 | $286.1K | 0.05% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 569 | $286.1K | 0.08% | +14+2.5% | Added |
| Strathmore Capital Advisors, Inc. | 570 | $286.6K | 0.12% | +45+8.6% | Added |
| Retirement Guys Formula LLC | 571 | $287.1K | 0.10% | +28+5.2% | Added |
| Verus Wealth Management, LLC | 573 | $288.1K | 0.27% | −12−2.1% | Reduced |
| Lowe Wealth Advisors, LLC | 574 | $288.6K | 0.11% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 574 | $288.6K | 0.25% | +153+36.3% | Added |
| Landing Point Financial Group, LLC | 574 | $288.6K | 0.15% | +574 | New |
| Genus Capital Management Inc. | 575 | $289.1K | 0.03% | −7,230−92.6% | Reduced |
| RiverGlades Family Offices LLC | 575 | $289.1K | 0.18% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 575 | $289.1K | 0.10% | +575 | New |
| TD Capital Management LLC | 576 | $289.6K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 577 | $290.1K | 0.05% | −67−10.4% | Reduced |
| Ascent Wealth Partners, LLC | 579 | $291.1K | 0.03% | +10+1.8% | Added |
| Burkett Financial Services, LLC | 579 | $291.1K | 0.10% | +35+6.4% | Added |
| Elite Life Management LLC | 589 | $292.4K | 0.60% | +68+13.1% | Added |
| Clarity Asset Management, Inc. | 582 | $292.6K | 0.16% | −105−15.3% | Reduced |
| Paul R. Ried Financial Group, LLC | 585 | $294.1K | 0.15% | −138−19.1% | Reduced |
| Encompass More Asset Management | 586 | $294.6K | 0.06% | −86−12.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 588 | $295.6K | 0.11% | +45+8.3% | Added |
| EntryPoint Capital, LLC | 588 | $295.6K | 0.11% | +588 | New |
| Millington Financial Advisors, LLC | 601 | $295.6K | 0.14% | +1+0.2% | Added |
| Impact Partnership Wealth, LLC | 592 | $297.6K | 0.04% | −682−53.5% | Reduced |
| Caxton Associates LLP | 592 | $297.6K | 0.01% | +592 | New |
| Delap Wealth Advisory, LLC | 598 | $297.9K | 0.13% | +105+21.3% | Added |
| Cypress Capital, LLC | 593 | $298.1K | 0.09% | −69−10.4% | Reduced |
| Marathon Strategic Advisors, LLC | 593 | $298.1K | 0.24% | −23−3.7% | Reduced |
| Hibernia Wealth Partners, LLC | 595 | $298.2K | 0.19% | −505−45.9% | Reduced |
| Kelly Financial Services LLC | 594 | $298.6K | 0.08% | −54−8.3% | Reduced |
| Sound Stewardship, LLC | 594 | $298.6K | 0.14% | −1−0.2% | Reduced |
| Cottage Street Advisors LLC | 597 | $300.1K | 0.13% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 599 | $301.1K | 0.13% | −342−36.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 599 | $301.1K | 0.09% | −50−7.7% | Reduced |
| Legal Advantage Investments, Inc. | 600 | $301.6K | 0.14% | 00.0% | Unchanged |
| Bawa N Mallick Trust | 600 | $301.6K | 0.11% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 602 | $303.0K | 0.10% | −146−19.5% | Reduced |
| Fox Run Management, L.L.C. | 603 | $303.2K | 0.05% | −3,987−86.9% | Reduced |
| PFS Partners, LLC | 603 | $303.2K | 0.14% | 00.0% | Unchanged |
| Awm Capital, LLC | 604 | $303.7K | 0.03% | −98−14.0% | Reduced |
| Notis-McConarty Edward | 604 | $303.7K | 0.14% | −4−0.7% | Reduced |
| Brewster Financial Planning LLC | 604 | $303.7K | 0.19% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 604 | $303.7K | 0.04% | +604 | New |
| Advisor Resource Council | 604 | $303.7K | 0.41% | −5,805−90.6% | Reduced |
| Lipe & Dalton | 605 | $304.0K | 0.15% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 606 | $304.7K | 0.04% | +49+8.8% | Added |
| Petix & Botte Co | 606 | $304.7K | 0.07% | 00.0% | Unchanged |
| Clark & Stuart, Inc | 607 | $305.2K | 0.22% | 00.0% | Unchanged |
| Financial Freedom, LLC | 607 | $305.2K | 0.15% | +7+1.2% | Added |
| McCarthy Asset Management, Inc. | 609 | $306.2K | 0.20% | −13−2.1% | Reduced |
| Prepared Retirement Institute LLC | 609 | $306.2K | 0.16% | +34+5.9% | Added |
| Nixon Capital, LLC | 610 | $306.7K | 0.09% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 611 | $307.2K | 0.13% | −105−14.7% | Reduced |
| Pacific Wealth Management | 612 | $307.7K | 0.15% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 612 | $307.7K | 0.16% | +19+3.2% | Added |
| Afg Fiduciary Services Limited Partnership | 619 | $308.4K | 0.18% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 614 | $308.7K | 0.14% | +1+0.2% | Added |
| Centennial Bank | 615 | $309.2K | 0.12% | 00.0% | Unchanged |
| Code Waechter LLC | 625 | $310.0K | 0.20% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 618 | $310.0K | 0.09% | −17−2.7% | Reduced |
| Morse Asset Management, Inc | 618 | $310.7K | 0.06% | −1,707−73.4% | Reduced |
| SIH Partners, LLLP | 620 | $311.7K | 0.03% | −341−35.5% | Reduced |
| Blue Square Asset Management, LLC | 620 | $311.7K | 0.14% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 620 | $311.7K | 0.14% | +49+8.6% | Added |
| Great Oak Capital Partners, LLC | 626 | $311.9K | 0.08% | −236−27.4% | Reduced |
| Values First Advisors, Inc. | 621 | $312.2K | 0.17% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 622 | $312.7K | 0.13% | −1,860−74.9% | Reduced |
| Pacific Capital Partners Ltd | 622 | $312.7K | 0.35% | +622 | New |
| Landmark Wealth Management, LLC | 624 | $313.7K | 0.12% | 00.0% | Unchanged |
| Fidato Wealth LLC | 627 | $315.2K | 0.21% | +627 | New |
| RHS Financial, LLC | 628 | $315.7K | 0.16% | −332−34.6% | Reduced |
| Andina Capital Management, LLC | 628 | $315.7K | 0.18% | +170+37.1% | Added |