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 |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 720 | $362.0K | 0.11% | +70+10.8% | Added |
| Alliance Wealth Management Group | 720 | $362.0K | 0.08% | +720 | New |
| Towercrest Capital Management | 720 | $362.0K | 0.06% | +720 | New |
| Shira Ridge Wealth Management | 721 | $362.5K | 0.15% | +22+3.1% | Added |
| Clarendon Private LLC | 723 | $363.5K | 0.33% | −20−2.7% | Reduced |
| 21 West Wealth Management LLC | 723 | $363.5K | 0.34% | −5−0.7% | Reduced |
| Somerset Trust Co | 724 | $364.0K | 0.11% | −25−3.3% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 724 | $364.0K | 0.09% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 728 | $364.1K | 0.09% | −13−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 725 | $364.6K | 0.10% | +8+1.1% | Added |
| V. M. Manning & Co., Inc. | 722 | $365.2K | 0.33% | +722 | New |
| Omega Financial Group, LLC | 727 | $365.5K | 0.12% | −238−24.7% | Reduced |
| Stordahl Capital Management, Inc. | 727 | $365.5K | 0.08% | −133−15.5% | Reduced |
| IVC Wealth Advisors LLC | 728 | $366.0K | 0.16% | 00.0% | Unchanged |
| Tamar Securities, LLC | 728 | $366.0K | 0.04% | −3−0.4% | Reduced |
| Mason & Associates, LLC | 755 | $366.8K | 0.09% | 00.0% | Unchanged |
| WorthPointe, LLC | 730 | $367.0K | 0.14% | −5−0.7% | Reduced |
| Old Second National Bank of Aurora | 731 | $367.5K | 0.08% | −24−3.2% | Reduced |
| Walker Asset Management, LLC | 732 | $368.0K | 0.21% | +100+15.8% | Added |
| Saxon Interests, Inc. | 733 | $368.7K | 0.14% | −107−12.7% | Reduced |
| Eagle Rock Investment Company, LLC | 734 | $369.0K | 0.06% | 00.0% | Unchanged |
| Round Hill Asset Management | 735 | $369.5K | 0.24% | 00.0% | Unchanged |
| Financial Advisory Corp | 735 | $370.0K | 0.10% | −29−3.8% | Reduced |
| Lavaca Capital LLC | 736 | $370.0K | 0.07% | +2+0.3% | Added |
| Momentous Wealth Management, Inc. | 737 | $370.5K | 0.23% | −725−49.6% | Reduced |
| Harbor Asset Planning, Inc. | 737 | $370.5K | 0.33% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 738 | $371.0K | 0.22% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 740 | $372.0K | 0.04% | −10,897−93.6% | Reduced |
| JDM Financial Group LLC | 742 | $373.0K | 0.16% | 00.0% | Unchanged |
| Earnest Partners LLC | 743 | $373.5K | 0.00% | −146−16.4% | Reduced |
| Kaizen Financial Strategies | 759 | $374.3K | 0.17% | +42+5.9% | Added |
| Haven Private, LLC | 746 | $375.0K | 0.17% | −1,389−65.1% | Reduced |
| Midwest Professional Planners, LTD. | 748 | $376.1K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 748 | $376.1K | 0.05% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 756 | $376.7K | 0.30% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 767 | $377.3K | 0.28% | −30−3.8% | Reduced |
| Biltmore Wealth Management, LLC | 751 | $377.6K | 0.14% | 00.0% | Unchanged |
| Claris Advisors, LLC | 778 | $377.9K | 0.13% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 754 | $379.1K | 0.31% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 754 | $379.1K | 0.28% | +21+2.9% | Added |
| Keystone Financial Group, Inc. | 756 | $380.1K | 0.21% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 758 | $381.1K | 0.22% | 00.0% | Unchanged |
| Unified Investment Management | 758 | $381.1K | 0.38% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 758 | $381.1K | 0.25% | +64+9.2% | Added |
| Meridian Financial, LLC | 759 | $381.6K | 0.21% | 00.0% | Unchanged |
| ETF Store, Inc. | 763 | $383.6K | 0.41% | −130−14.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 763 | $383.6K | 0.09% | +243+46.7% | Added |
| Cape Investment Advisory, Inc. | 765 | $384.6K | 0.38% | −866−53.1% | Reduced |
| Members Advisory Group LLC | 765 | $384.6K | 0.14% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 769 | $386.5K | 0.06% | +769 | New |
| Strategic Planning, Inc. | 769 | $386.6K | 0.22% | +278+56.6% | Added |
| Community Bank, N.A. | 770 | $387.1K | 0.05% | +10+1.3% | Added |
| Howard Wealth Management, LLC | 770 | $387.1K | 0.18% | −8−1.0% | Reduced |
| Edge Financial Advisors LLC | 771 | $387.6K | 0.17% | −13−1.7% | Reduced |
| Plum Street Advisors, LLC | 771 | $387.6K | 0.15% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 772 | $388.1K | 0.07% | +289+59.8% | Added |
| Sara-Bay Financial | 775 | $389.6K | 0.11% | −112−12.6% | Reduced |
| Nottingham Advisors, Inc. | 775 | $389.6K | 0.05% | +10+1.3% | Added |
| TSA Wealth Managment LLC | 775 | $389.6K | 0.13% | +146+23.2% | Added |
| ACT Advisors, LLC. | 777 | $390.6K | 0.16% | −41−5.0% | Reduced |
| Tolleson Wealth Management, Inc. | 780 | $392.1K | 0.06% | +780 | New |
| JBGlobal.com LLC | 781 | $392.6K | 0.40% | −27−3.3% | Reduced |
| ICONIQ Capital, LLC | 782 | $393.1K | 0.00% | −7,365−90.4% | Reduced |
| Clearview Wealth Advisors LLC | 783 | $393.6K | 0.25% | −35−4.3% | Reduced |
| Ackerman Asset Management, LLC | 783 | $393.6K | 0.28% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 785 | $394.7K | 0.10% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 785 | $394.7K | 0.05% | +138+21.3% | Added |
| OMC Financial Services LTD | 785 | $394.7K | 0.15% | +785 | New |
| Chiron Capital Management, LLC | 786 | $395.2K | 0.34% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 786 | $395.2K | 0.06% | +61+8.4% | Added |
| Fairfield, Bush & Co. | 787 | $395.7K | 0.20% | −55−6.5% | Reduced |
| Financial Guidance Group, Inc. | 788 | $396.2K | 0.18% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 790 | $397.2K | 0.11% | −153−16.2% | Reduced |
| Core Wealth Advisors, Inc. | 790 | $397.2K | 0.10% | −51−6.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 790 | $397.2K | 0.46% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,384 | $397.2K | 0.14% | −499−26.5% | Reduced |
| Citrine Capital LLC | 792 | $398.2K | 0.18% | −21−2.6% | Reduced |
| Joule Financial, LLC | 792 | $398.2K | 0.12% | +48+6.5% | Added |
| Delaney Dennis R | 795 | $399.7K | 0.20% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 796 | $400.2K | 0.14% | −2−0.3% | Reduced |
| Sagace Wealth Management LLC | 796 | $400.2K | 0.27% | +796 | New |
| Fortitude Financial, LLC | 7,024 | $400.6K | 0.45% | −642−8.4% | Reduced |
| Maltin Wealth Management, Inc. | 799 | $401.7K | 0.17% | +2+0.3% | Added |
| Single Point Partners, LLC | 799 | $401.7K | 0.08% | +145+22.2% | Added |
| Skylands Capital, LLC | 800 | $402.2K | 0.06% | −100−11.1% | Reduced |
| Connors Investor Services Inc | 800 | $402.2K | 0.03% | 00.0% | Unchanged |
| Friedenthal Financial | 800 | $402.2K | 0.21% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 800 | $402.2K | 0.13% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $402.2K | 0.14% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 800 | $402.2K | 0.31% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 801 | $402.7K | 0.23% | +23+3.0% | Added |
| Waller Financial Planning Group, Inc | 806 | $405.2K | 0.09% | +314+63.8% | Added |
| Kerr Financial Planning Corp | 801 | $406.2K | 0.57% | +801 | New |
| Bay Capital Advisors, LLC | 809 | $406.7K | 0.26% | −3−0.4% | Reduced |
| Ferguson Shapiro LLC | 809 | $406.7K | 0.13% | 00.0% | Unchanged |
| Asio Capital, LLC | 809 | $406.7K | 0.06% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 809 | $406.7K | 0.10% | +58+7.7% | Added |
| Shorepoint Capital Partners LLC | 809 | $406.7K | 0.08% | +809 | New |
| Harrell Investment Partners, LLC | 810 | $407.2K | 0.10% | 00.0% | Unchanged |
| Cowa, LLC | 810 | $407.2K | 0.14% | +150+22.7% | Added |