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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Balentine LLC | 1,043 | $524.4K | 0.02% | −157−13.1% | Reduced |
| Investors Asset Management of Georgia Inc | 1,044 | $524.9K | 0.22% | +44+4.4% | Added |
| Benchmark Investment Advisors LLC | 1,046 | $525.9K | 0.31% | +1,046 | New |
| Golden Road Advisors LLC | 1,047 | $526.4K | 0.30% | +194+22.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,048 | $526.9K | 0.90% | −151−12.6% | Reduced |
| Running Point Capital Advisors, LLC | 1,050 | $527.9K | 0.14% | −22−2.1% | Reduced |
| L.K. Benson & Company, P.C. | 1,056 | $530.9K | 0.29% | −24−2.2% | Reduced |
| Crews Bank & Trust | 1,059 | $532.4K | 0.08% | −28−2.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,062 | $533.9K | 0.13% | +86+8.8% | Added |
| Fonville Wealth Management LLC | 1,062 | $533.9K | 0.12% | −54−4.8% | Reduced |
| Davis-Rea Ltd. | 1,067 | $536.4K | 0.13% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 1,068 | $536.9K | 0.30% | +5+0.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 1,069 | $537.4K | 0.58% | −21−1.9% | Reduced |
| Graney & King, LLC | 1,069 | $537.4K | 0.37% | 00.0% | Unchanged |
| Creekside Partners | 1,072 | $538.9K | 0.24% | −150−12.3% | Reduced |
| West Paces Advisors Inc. | 1,072 | $538.9K | 0.11% | −37−3.3% | Reduced |
| BCM Advisors, LLC | 1,120 | $539.2K | 0.11% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,073 | $539.4K | 0.21% | −11−1.0% | Reduced |
| GenWealth Group, Inc. | 1,073 | $539.4K | 0.10% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,078 | $542.0K | 0.11% | −78−6.7% | Reduced |
| Aspen Capital Management, LLC | 1,078 | $542.0K | 0.14% | −40−3.6% | Reduced |
| Enzi Wealth | 1,110 | $542.6K | 0.19% | +4+0.4% | Added |
| Warther Private Wealth, LLC | 1,080 | $543.0K | 0.13% | −503−31.8% | Reduced |
| Fusion Capital, LLC | 1,145 | $546.8K | 0.16% | +100+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,088 | $547.0K | 0.02% | −14−1.3% | Reduced |
| Chapman Investment Management, LLC | 1,090 | $548.0K | 0.39% | −210−16.2% | Reduced |
| Proactive Wealth Strategies LLC | 1,091 | $548.6K | 0.24% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,092 | $549.0K | 0.25% | −41−3.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 1,095 | $550.5K | 0.18% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 1,096 | $551.0K | 0.29% | +1,096 | New |
| Westover Capital Advisors, LLC | 1,100 | $553.0K | 0.10% | −26−2.3% | Reduced |
| Keyvantage Wealth, LLC | 1,103 | $554.5K | 0.23% | −42−3.7% | Reduced |
| W Advisors, LLC | 1,103 | $554.5K | 0.29% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,103 | $554.5K | 0.11% | +73+7.1% | Added |
| Carrera Capital Advisors | 1,106 | $556.0K | 0.10% | −22−2.0% | Reduced |
| Silverleafe Capital Partners, LLC | 1,108 | $557.0K | 0.17% | −100−8.3% | Reduced |
| Sims Investment Management, LLC | 1,109 | $557.5K | 0.20% | −185−14.3% | Reduced |
| Retirement Financial Solutions, LLC | 1,110 | $557.8K | 0.12% | +1,110 | New |
| Barrett & Company, Inc. | 1,111 | $558.3K | 0.19% | −40−3.5% | Reduced |
| Insight Wealth Strategies, LLC | 1,111 | $558.3K | 0.07% | −19−1.7% | Reduced |
| Ellevest, Inc. | 1,114 | $560.1K | 0.08% | −38−3.3% | Reduced |
| PEAK6 LLC | 1,115 | $560.5K | 0.01% | −3,765−77.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 1,116 | $561.1K | 0.13% | −88−7.3% | Reduced |
| Myecfo, LLC | 1,116 | $561.1K | 0.26% | −10−0.9% | Reduced |
| Summit Financial Consulting LLC | 1,118 | $562.1K | 0.45% | −50−4.3% | Reduced |
| Clark Financial Services Group Inc | 1,119 | $562.6K | 0.30% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,121 | $563.3K | 0.13% | +6+0.5% | Added |
| Harmony Asset Management LLC | 1,122 | $564.1K | 0.19% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,122 | $564.1K | 0.17% | 00.0% | Unchanged |
| Mendel Money Management | 1,126 | $566.1K | 0.24% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 1,127 | $566.6K | 0.36% | −152−11.9% | Reduced |
| Geometric Wealth Advisors | 1,130 | $568.1K | 0.08% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 1,131 | $568.6K | 0.10% | +11+1.0% | Added |
| Hamilton Wealth, LLC | 1,132 | $569.1K | 0.12% | −7−0.6% | Reduced |
| Anson Capital, Inc. | 1,132 | $569.1K | 0.43% | −5−0.4% | Reduced |
| Synergy Financial Group, LTD | 1,134 | $570.1K | 0.38% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,135 | $570.6K | 0.32% | +66+6.2% | Added |
| Tandem Financial, LLC | 1,136 | $571.1K | 0.21% | +660+138.7% | Added |
| Burrus Financial Services, Inc. | 1,136 | $571.3K | 0.26% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,138 | $572.1K | 0.46% | +1+0.1% | Added |
| Bank & Trust Co | 1,139 | $572.6K | 0.42% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,139 | $572.6K | 0.25% | +7+0.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,140 | $573.1K | 0.26% | −135−10.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,141 | $573.6K | 0.39% | +207+22.2% | Added |
| Indie Asset Partners, LLC | 1,142 | $574.1K | 0.76% | 00.0% | Unchanged |
| Strategent Financial, LLC | 1,143 | $574.6K | 0.41% | −27−2.3% | Reduced |
| Stegent Equity Advisors, Inc. | 1,144 | $575.1K | 0.47% | −46−3.9% | Reduced |
| Virtus Wealth Solutions LLC | 1,149 | $577.8K | 0.11% | −112−8.9% | Reduced |
| Timonier Family Office, LTD. | 1,150 | $578.2K | 0.19% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,152 | $579.2K | 0.15% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,154 | $580.2K | 0.05% | +148+14.7% | Added |
| Courage Miller Partners, LLC | 1,155 | $580.7K | 0.17% | −1,695−59.5% | Reduced |
| Dividend Assets Capital, LLC | 1,155 | $580.7K | 0.10% | 00.0% | Unchanged |
| Pioneer Wealth Management Group | 1,156 | $581.2K | 0.19% | −2−0.2% | Reduced |
| NerdWallet Wealth Partners, LLC | 1,158 | $582.2K | 0.29% | +1,158 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,159 | $582.7K | 0.07% | +130+12.6% | Added |
| Wiser Wealth Management, Inc | 1,162 | $584.2K | 0.13% | +299+34.6% | Added |
| United Capital Management of KS, Inc. | 1,165 | $585.7K | 0.08% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,169 | $587.7K | 0.20% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,169 | $587.7K | 0.40% | +61+5.5% | Added |
| Kilter Group LLC | 1,173 | $589.7K | 0.28% | 00.0% | Unchanged |
| Mad River Investors | 1,175 | $590.7K | 0.25% | 00.0% | Unchanged |
| NFC Investments, LLC | 1,176 | $591.0K | 0.17% | +342+41.0% | Added |
| Conestoga Capital Advisors, LLC | 1,180 | $593.2K | 0.01% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,180 | $593.2K | 0.41% | +78+7.1% | Added |
| Vantage Point Financial LLC | 1,181 | $593.7K | 0.23% | −139−10.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,181 | $593.7K | 0.22% | −20−1.7% | Reduced |
| Orin Green Financial, LLC | 1,184 | $595.2K | 0.24% | +11+0.9% | Added |
| HMV Wealth Advisors, LLC | 1,185 | $595.7K | 0.33% | −148−11.1% | Reduced |
| Redwood Financial Network Corp | 1,188 | $597.0K | 0.38% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,188 | $597.3K | 0.10% | −243−17.0% | Reduced |
| Blackhawk Capital Partners LLC. | 1,189 | $597.8K | 0.23% | −27−2.2% | Reduced |
| Frazier Financial Advisors, LLC | 1,190 | $598.2K | 0.37% | −105−8.1% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,190 | $598.3K | 0.27% | 00.0% | Unchanged |
| Brickley Wealth Management | 1,190 | $598.3K | 0.10% | +152+14.6% | Added |
| NorthLanding Financial Partners, LLC | 1,190 | $598.5K | 0.50% | −9−0.8% | Reduced |
| SummitTX Capital, L.P. | 1,191 | $598.8K | 0.02% | +324+37.4% | Added |
| Threadgill Financial, LLC | 1,192 | $599.3K | 0.29% | −273−18.6% | Reduced |
| Portland Financial Advisors Inc | 1,192 | $599.3K | 1.28% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,192 | $599.3K | 0.45% | +1,192 | New |