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 |
|---|---|---|---|---|---|
| Instrumental Wealth, LLC | 851 | $407.2K | 0.29% | +63+8.0% | Added |
| Prosperity Wealth Management, Inc. | 811 | $407.7K | 0.14% | +10+1.2% | Added |
| City Center Advisors, LLC | 814 | $409.2K | 0.40% | −54−6.2% | Reduced |
| Aspire Private Capital, LLC | 816 | $410.3K | 0.09% | +6+0.7% | Added |
| Barings LLC | 818 | $411.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 818 | $411.2K | 0.13% | +29+3.7% | Added |
| jvl associates llc | 819 | $411.7K | 0.14% | +19+2.4% | Added |
| Mills Wealth Advisors LLC | 820 | $412.2K | 0.17% | +5+0.6% | Added |
| Ruggaard & Associates LLC | 821 | $412.7K | 0.15% | −15−1.8% | Reduced |
| Next Level Wealth Planning, LLC | 822 | $413.3K | 0.23% | −70−7.8% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 822 | $413.3K | 0.07% | +11+1.4% | Added |
| Level Wealth Management LLC | 824 | $414.3K | 0.22% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 828 | $416.3K | 0.07% | −43−4.9% | Reduced |
| Addison Capital Co | 828 | $416.3K | 0.12% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 828 | $416.3K | 0.24% | +67+8.8% | Added |
| Widmann Financial Services, Inc. | 830 | $417.3K | 0.26% | +97+13.2% | Added |
| LifePlan Investment Advisors, Inc. | 831 | $417.8K | 0.18% | +315+61.0% | Added |
| Global Wealth Strategies & Associates | 832 | $418.3K | 0.11% | +6+0.7% | Added |
| One + One Wealth Management, LLC | 832 | $418.3K | 0.20% | +131+18.7% | Added |
| Chatham Capital Group, Inc. | 835 | $419.8K | 0.06% | 00.0% | Unchanged |
| Avondale Wealth Management | 840 | $422.3K | 0.22% | −655−43.8% | Reduced |
| Hager Investment Management Services, LLC | 840 | $422.3K | 0.23% | +8+1.0% | Added |
| American Wealth Advisors, LLC | 840 | $422.3K | 0.42% | +840 | New |
| Hoge Financial Services, LLC | 841 | $422.8K | 0.24% | +88+11.7% | Added |
| Avid Wealth Partners LLC | 843 | $423.8K | 0.21% | +68+8.8% | Added |
| Vertex Planning Partners, LLC | 844 | $424.3K | 0.08% | +168+24.9% | Added |
| Providence Capital Advisors, LLC | 845 | $424.8K | 0.07% | −364−30.1% | Reduced |
| Old Point Trust & Financial Services N A | 845 | $424.8K | 0.14% | 00.0% | Unchanged |
| Optiver Holding B.V. | 846 | $425.3K | 0.01% | −14,349−94.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 849 | $426.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 849 | $426.8K | 0.06% | 00.0% | Unchanged |
| Innova Wealth Partners | 853 | $428.8K | 0.23% | +29+3.5% | Added |
| TradeWell Securities, LLC. | 861 | $428.9K | 0.18% | +68+8.6% | Added |
| Medallion Wealth Advisors, LLC | 854 | $429.3K | 0.15% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 854 | $429.3K | 0.38% | −548−39.1% | Reduced |
| Astra Wealth Partners LLC | 854 | $429.3K | 0.30% | +102+13.6% | Added |
| Keener Financial Planning LLC | 856 | $430.0K | 0.20% | −200−18.9% | Reduced |
| Fortis Advisors, LLC | 856 | $430.3K | 0.25% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $430.7K | 0.07% | +62+7.4% | Added |
| HRC Wealth Management, LLC | 858 | $431.4K | 0.21% | 00.0% | Unchanged |
| Lansing Street Advisors | 858 | $431.4K | 0.11% | +346+67.6% | Added |
| Refined Wealth Management | 860 | $432.4K | 0.28% | +162+23.2% | Added |
| Builder Investment Group Inc | 862 | $433.4K | 0.10% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 863 | $433.9K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 866 | $435.4K | 0.22% | −6−0.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 866 | $435.4K | 0.11% | +2+0.2% | Added |
| New Century Financial Group, LLC | 867 | $435.9K | 0.77% | −410−32.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 867 | $435.9K | 0.16% | 00.0% | Unchanged |
| Bay Rivers Group | 870 | $437.4K | 0.18% | −852−49.5% | Reduced |
| LVZ Advisors, Inc. | 872 | $438.4K | 0.05% | +6+0.7% | Added |
| Gibson Wealth Advisors LLC | 875 | $439.9K | 0.31% | 00.0% | Unchanged |
| Orion Capital Management LLC | 877 | $440.9K | 0.15% | 00.0% | Unchanged |
| Custos Family Office, LLC | 877 | $440.9K | 0.25% | +99+12.7% | Added |
| Summit Global Investments | 878 | $441.0K | 0.03% | −12,122−93.2% | Reduced |
| Asset Allocation Strategies LLC | 878 | $441.4K | 0.09% | −2−0.2% | Reduced |
| Ceera Investments, LLC | 878 | $441.4K | 0.14% | +450+105.1% | Added |
| West Wealth Group, LLC | 893 | $443.3K | 0.10% | +60+7.2% | Added |
| Kondo Wealth Advisors, Inc. | 883 | $443.9K | 0.18% | +17+2.0% | Added |
| Quantum Financial Planning Services, Inc. | 884 | $444.4K | 0.18% | 00.0% | Unchanged |
| Ehrlich Financial Group | 885 | $444.9K | 0.26% | +13+1.5% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 885 | $444.9K | 0.22% | +65+7.9% | Added |
| Note Advisors, LLC | 886 | $445.3K | 0.26% | +26+3.0% | Added |
| Shakespeare Wealth Management, Inc. | 887 | $445.9K | 0.10% | −30−3.3% | Reduced |
| Chelsea Counsel Co | 889 | $446.9K | 0.20% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 891 | $447.9K | 0.24% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 892 | $448.4K | 0.31% | +21+2.4% | Added |
| ELCO Management Co., LLC | 895 | $450.0K | 0.23% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 905 | $450.0K | 0.20% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 897 | $451.0K | 0.13% | −4−0.4% | Reduced |
| Schwab Charitable Fund | 898 | $451.5K | 0.01% | 00.0% | Unchanged |
| IFS Group,LLC | 908 | $452.4K | 0.40% | +908 | New |
| Boston Common Asset Management, LLC | 900 | $452.5K | 0.01% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 902 | $453.5K | 0.20% | +15+1.7% | Added |
| BNC Wealth Management, LLC | 904 | $454.5K | 0.11% | −6,236−87.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 904 | $454.5K | 0.25% | 00.0% | Unchanged |
| Alpha Zero LLC | 905 | $455.0K | 0.26% | −72−7.4% | Reduced |
| Western Financial Corp | 908 | $456.5K | 0.20% | +73+8.7% | Added |
| AJ Advisors, LLC | 910 | $457.5K | 0.19% | −1,211−57.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 910 | $457.5K | 0.22% | −939−50.8% | Reduced |
| Valued Retirements, Inc. | 945 | $459.1K | 0.52% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 915 | $460.0K | 0.20% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 926 | $460.2K | 0.23% | −25−2.6% | Reduced |
| Tucker Asset Management LLC | 916 | $460.5K | 0.14% | +16+1.8% | Added |
| American National Bank of Texas | 917 | $461.0K | 0.43% | +917 | New |
| Golden Bell Financial Planning LLC | 918 | $461.5K | 0.40% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 918 | $461.5K | 0.29% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 941 | $462.9K | 0.14% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 921 | $463.0K | 0.02% | −65−6.6% | Reduced |
| Synergy Investment Management, LLC | 922 | $463.5K | 0.18% | +44+5.0% | Added |
| Moller Financial Services | 922 | $463.5K | 0.10% | −23−2.4% | Reduced |
| Investment Advisory Services Inc | 922 | $463.5K | 0.15% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 922 | $463.5K | 0.62% | +7+0.8% | Added |
| Rialto Wealth Management, LLC | 925 | $465.0K | 0.12% | −352−27.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 925 | $465.0K | 0.11% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 925 | $465.0K | 0.13% | 00.0% | Unchanged |
| NDVR, Inc. | 930 | $467.5K | 0.39% | +37+4.1% | Added |
| Client 1st Advisory Group, LLC | 935 | $470.1K | 0.16% | −437−31.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 936 | $470.6K | 0.17% | +490+109.9% | Added |
| Private Capital Management, LLC | 936 | $470.6K | 0.04% | +936 | New |
| Mustico Financial Group, Inc. | 1,027 | $470.6K | 0.52% | −2−0.2% | Reduced |