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 |
|---|---|---|---|---|---|
| Spahn Wealth & Retirement LLC | 634 | $318.7K | 0.19% | −30−4.5% | Reduced |
| Montgomery Investment Management Inc | 634 | $318.7K | 0.11% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 634 | $318.7K | 0.16% | 00.0% | Unchanged |
| Narwhal Capital Management | 636 | $319.7K | 0.02% | −203−24.2% | Reduced |
| Eight 31 Financial LLC | 636 | $319.7K | 0.18% | +636 | New |
| Evolution Wealth Management Inc. | 637 | $320.2K | 0.33% | +55+9.5% | Added |
| Flower City Capital | 637 | $320.2K | 0.17% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 641 | $320.5K | 0.27% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 638 | $320.6K | 0.11% | −64−9.1% | Reduced |
| Compass Planning Associates Inc | 638 | $320.8K | 0.29% | +97+17.9% | Added |
| Swisher Financial Concepts, Inc. | 644 | $323.8K | 0.19% | +2+0.3% | Added |
| Penn Davis McFarland Inc | 645 | $324.3K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 645 | $324.3K | 0.15% | +364+129.5% | Added |
| First Washington CORP | 650 | $326.8K | 0.09% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 650 | $326.8K | 0.03% | +33+5.3% | Added |
| Squire Investment Management Company, LLC | 651 | $327.3K | 0.11% | −6−0.9% | Reduced |
| Caxton Corp | 651 | $327.5K | 1.43% | +19+3.0% | Added |
| Family Legacy Financial Solutions, LLC | 652 | $327.6K | 0.25% | −7−1.1% | Reduced |
| Kaydan Wealth Management, Inc. | 653 | $328.3K | 0.09% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 653 | $328.3K | 0.25% | +75+13.0% | Added |
| VanderPol Investments L.L.C. | 670 | $329.7K | 0.64% | +200+42.6% | Added |
| Twin Focus Capital Partners, LLC | 656 | $329.8K | 0.04% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 657 | $330.3K | 0.20% | −1,137−63.4% | Reduced |
| OmniStar Financial Group, Inc. | 657 | $330.3K | 0.20% | −3−0.5% | Reduced |
| BXM Wealth LLC | 658 | $330.8K | 0.31% | −8−1.2% | Reduced |
| Kaufman Rossin Wealth, LLC | 659 | $331.1K | 0.18% | +135+25.8% | Added |
| Corundum Trust Company, INC | 659 | $331.3K | 0.72% | −7−1.1% | Reduced |
| Bear Mountain Capital, Inc. | 675 | $331.6K | 0.11% | 00.0% | Unchanged |
| 10Elms LLP | 660 | $331.8K | 0.30% | 00.0% | Unchanged |
| Elefante Mark B | 660 | $331.8K | 0.21% | +68+11.5% | Added |
| Bollard Group LLC | 660 | $332.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 667 | $332.3K | 0.17% | −95−12.5% | Reduced |
| Navis Wealth Advisors, LLC | 661 | $332.3K | 0.25% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 662 | $332.8K | 0.15% | −19−2.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 662 | $332.8K | 0.03% | −12−1.8% | Reduced |
| OneAscent Investment Solutions LLC | 663 | $333.3K | 0.35% | −72−9.8% | Reduced |
| Arcadia Investment Management Corp | 663 | $333.3K | 0.05% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 663 | $333.3K | 0.05% | +2+0.3% | Added |
| Kiker Wealth Management, LLC | 668 | $335.8K | 0.17% | +10+1.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 670 | $336.8K | 0.10% | −82−10.9% | Reduced |
| Oxford Asset Management LLP | 670 | $336.8K | 0.11% | −9−1.3% | Reduced |
| ADG Wealth Management Group, LLC | 671 | $337.3K | 0.27% | +96+16.7% | Added |
| Clifford Group, LLC | 673 | $338.3K | 0.26% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 675 | $339.3K | 0.27% | +37+5.8% | Added |
| Maren Capital LLC | 675 | $339.4K | 0.02% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 675 | $339.4K | 0.03% | +100+17.4% | Added |
| Future Financial Wealth Managment LLC | 676 | $339.9K | 0.21% | −300−30.7% | Reduced |
| Wilkins Miller Wealth Management, LLC | 677 | $340.4K | 0.21% | +6+0.9% | Added |
| MBE Wealth Management, LLC | 677 | $340.4K | 0.15% | +9+1.3% | Added |
| Acima Private Wealth, LLC | 679 | $341.4K | 0.11% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 681 | $342.4K | 0.23% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $342.9K | 0.18% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 683 | $343.4K | 0.20% | 00.0% | Unchanged |
| Providence First Trust Co | 684 | $343.9K | 0.12% | +237+53.0% | Added |
| Madden Securities Corp | 684 | $343.9K | 0.11% | +20+3.0% | Added |
| Brio Consultants, LLC | 685 | $344.4K | 0.05% | −14−2.0% | Reduced |
| Signal Tree Financial Partners LLC | 696 | $346.7K | 0.27% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 691 | $347.3K | 0.11% | −5−0.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 691 | $347.4K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 691 | $347.4K | 0.15% | +98+16.5% | Added |
| MayTech Global Investments, LLC | 692 | $347.9K | 0.04% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 693 | $348.4K | 0.07% | −10−1.4% | Reduced |
| Enclave Advisors LLC | 693 | $348.4K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 695 | $349.4K | 0.19% | +50+7.8% | Added |
| Axis Wealth Partners, LLC | 696 | $349.7K | 0.20% | +56+8.8% | Added |
| Innovative Wealth Building LLC | 698 | $350.9K | 0.27% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 698 | $350.9K | 0.22% | +150+27.4% | Added |
| OxenFree Capital LLC | 704 | $351.9K | 0.19% | +85+13.7% | Added |
| Lighthouse Financial LLC | 700 | $351.9K | 0.23% | −280−28.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 700 | $351.9K | 0.06% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 700 | $351.9K | 0.12% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 700 | $351.9K | 0.09% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 700 | $351.9K | 0.10% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 700 | $351.9K | 0.34% | +700 | New |
| Morton Brown Family Wealth, LLC | 703 | $353.4K | 0.10% | −200−22.1% | Reduced |
| Stewardship Advisors, LLC | 703 | $353.4K | 0.08% | −8−1.1% | Reduced |
| Kendall Capital Management | 703 | $353.4K | 0.08% | +25+3.7% | Added |
| Point72 (DIFC) Ltd | 703 | $353.6K | 0.02% | +703 | New |
| GreatBanc Trust CO | 704 | $353.9K | 0.24% | +704 | New |
| Copley Financial Group, Inc. | 705 | $354.4K | 0.24% | −7−1.0% | Reduced |
| Ariston Services Group | 705 | $354.4K | 0.21% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 705 | $354.4K | 0.27% | 00.0% | Unchanged |
| XTX Topco Ltd | 707 | $355.4K | 0.02% | −31,125−97.8% | Reduced |
| Pacific Point Advisors, LLC | 708 | $355.9K | 0.21% | +708 | New |
| Reliant Investment Management, LLC | 709 | $356.4K | 0.14% | −100−12.4% | Reduced |
| SPG Advisors LLC | 709 | $356.4K | 4.10% | 00.0% | Unchanged |
| Libra Wealth LLC | 709 | $356.4K | 0.11% | +119+20.2% | Added |
| Davies Financial Advisors, Inc. | 710 | $356.9K | 0.29% | −423−37.3% | Reduced |
| RPS Advisory Solutions LLC | 710 | $356.9K | 0.18% | −61−7.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 710 | $356.9K | 0.12% | −37−5.0% | Reduced |
| Financial Advocates Investment Management | 711 | $357.4K | 0.20% | −6,057−89.5% | Reduced |
| Royal Fund Management, LLC | 711 | $357.4K | 0.04% | +60+9.2% | Added |
| Accredited Wealth Management, LLC | 100 | $358.0K | 0.28% | −617−86.1% | Reduced |
| Yeomans Consulting Group, Inc. | 721 | $359.2K | 0.12% | −16−2.2% | Reduced |
| GatePass Capital, LLC | 715 | $359.6K | 0.21% | −34−4.5% | Reduced |
| Hill Island Financial LLC | 715 | $359.6K | 0.09% | 00.0% | Unchanged |
| Integrity Investment Advisors, LLC | 716 | $360.0K | 0.24% | −554−43.6% | Reduced |
| Reston Wealth Management LLC | 716 | $360.0K | 0.12% | −97−11.9% | Reduced |
| Eaton-Cambridge Inc. | 719 | $361.5K | 0.13% | +23+3.3% | Added |
| Lockerman Financial Group, Inc. | 720 | $362.0K | 0.46% | 00.0% | Unchanged |