Berkshire Hathaway Inc
BRK.A- 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; 1,423 institutions reported holding it in 13F filings for Q2 2026, worth $63.8B in total; 7 superinvestors hold it, including Gardner Russo & Quinn and Markel Group.
Other share classesBRK.B
13F holders, Q4 2021
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 2021. 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
- 1,054
- +83 vs. Q3 2021
- Shares held
- 10.1M
- +9.90M (+6,358.4%) vs. Q3 2021
- Total value
- $50.4B
- +$5.30B (+11.7%) vs. Q3 2021
- New holders
- 120
- 73 more added
- Sold out
- 37
- 131 more reduced
21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRK.A 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 | 1,423 | $63.8B |
| Q1 2026 | 1,431 | $55.9B |
| Q4 2025 | 1,414 | $71.8B |
| Q3 2025 | 1,367 | $66.2B |
| Q2 2025 | 1,388 | $77.1B |
| Q1 2025 | 1,398 | $88.0B |
| Q4 2024 | 1,074 | $71.1B |
| Q3 2024 | 1,040 | $71.8B |
| Q2 2024 | 1,033 | $63.3B |
| Q1 2024 | 1,031 | $64.8B |
| Q4 2023 | 1,037 | $58.2B |
| Q3 2023 | 1,000 | $55.7B |
| Q2 2023 | 1,070 | $54.4B |
| Q1 2023 | 1,073 | $49.0B |
| Q4 2022 | 1,079 | $51.8B |
| Q3 2022 | 1,036 | $43.5B |
| Q2 2022 | 1,040 | $44.1B |
| Q1 2022 | 1,052 | $58.2B |
| Q4 2021 | 1,054 | $50.4B |
| Q3 2021 | 992 | $45.2B |
| Q2 2021 | 1,004 | $47.0B |
| Q1 2021 | 988 | $41.7B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 15 | $7.05M | 0.46% | 00.0% | Unchanged |
| Vicus Capital | 15 | $7.19M | 0.73% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16 | $7.21M | 0.03% | −26−61.9% | Reduced |
| Puzo Michael J | 16 | $7.21M | 2.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 16 | $7.21M | 1.39% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 16 | $7.21M | 0.52% | +4+33.3% | Added |
| Orion Portfolio Solutions, LLC | 17 | $7.66M | 0.26% | −12−41.4% | Reduced |
| Atlantic Union Bankshares Corp | 17 | $7.66M | 0.65% | −1−5.6% | Reduced |
| Chilton Investment Co LLC | 17 | $7.66M | 0.16% | −1−5.6% | Reduced |
| Essex Savings Bank | 17 | $7.66M | 2.60% | 00.0% | Unchanged |
| Howland Capital Management LLC | 17 | $7.66M | 0.39% | 00.0% | Unchanged |
| Rhumbline Advisers | 17 | $7.66M | 0.01% | 00.0% | Unchanged |
| Weik Capital Management | 17 | $7.66M | 2.90% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 17 | $7.66M | 1.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 17 | $7.66M | 0.29% | 00.0% | Unchanged |
| Keystone Financial Group | 17 | $7.66M | 1.26% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 17 | $7.66M | 4.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17 | $7.66M | 0.05% | +1+6.3% | Added |
| Drive Wealth Management, LLC | 17 | $7.66M | 6.74% | +17 | New |
| Hall Kathryn A. | 17 | $7.66M | 1.77% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17 | $7.66M | 0.00% | −1−5.6% | Reduced |
| Amundi | 16 | $7.74M | 0.00% | +9+128.6% | Added |
| First Nebraska Trust Co | 18 | $8.11M | 0.98% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18 | $8.11M | 2.06% | 00.0% | Unchanged |
| Elm Advisors, LLC | 18 | $8.11M | 4.51% | 00.0% | Unchanged |
| Choate Investment Advisors | 18 | $8.11M | 0.47% | 00.0% | Unchanged |
| Security National Bank | 18 | $8.11M | 1.84% | 00.0% | Unchanged |
| Beecher Investors Inc | 18 | $8.11M | 9.83% | +18 | New |
| Price T Rowe Associates Inc | 19 | $8.56M | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 19 | $8.56M | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,900 | $8.56M | 4.32% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $8.56M | 1.75% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 19 | $8.56M | 0.45% | +18+1,800.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,900 | $8.56M | 2.52% | +1,900 | New |
| Lazard Freres Gestion S.A.S. | 19 | $8.57M | 0.23% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 20 | $9.01M | 2.41% | −10−33.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 20 | $9.01M | 0.48% | −5−20.0% | Reduced |
| Kestra Advisory Services, LLC | 20 | $9.01M | 0.09% | −5−20.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 20 | $9.01M | 0.01% | −2−9.1% | Reduced |
| Armstrong Shaw Associates Inc | 20 | $9.01M | 7.33% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20 | $9.01M | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20 | $9.01M | 0.89% | +20 | New |
| Smithfield Trust Co | 20 | $9.02M | 0.56% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 21 | $9.46M | 0.61% | 00.0% | Unchanged |
| Gibson Capital, LLC | 21 | $9.46M | 2.20% | 00.0% | Unchanged |
| M&T Bank Corp | 21 | $9.46M | 0.04% | −1−4.5% | Reduced |
| America First Investment Advisors, LLC | 21 | $9.46M | 2.67% | −1−4.5% | Reduced |
| CIBC World Markets Inc. | 21 | $9.46M | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $9.46M | 1.55% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21 | $9.46M | 3.08% | 00.0% | Unchanged |
| Regions Financial Corp | 22 | $9.91M | 0.08% | −5−18.5% | Reduced |
| Ashford Capital Management Inc | 22 | $9.91M | 0.99% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22 | $9.91M | 0.50% | 00.0% | Unchanged |
| JRM Investment Counsel, LLC | 22 | $9.91M | 4.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 22 | $9.91M | 0.42% | +22 | New |
| Bank of Montreal | 22 | $9.97M | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $10.8M | 0.21% | −1−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24 | $10.8M | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24 | $10.9M | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 25 | $11.3M | 0.08% | 00.0% | Unchanged |
| University of Maryland Foundation, Inc. | 25 | $11.3M | 19.86% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 25 | $11.3M | 0.23% | +25 | New |
| Citizens Financial Group Inc | 26 | $11.7M | 0.39% | −2−7.1% | Reduced |
| Capital International Investors | 26 | $11.7M | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 26 | $11.7M | 0.04% | +26 | New |
| Holowesko Partners Ltd. | 27 | $12.2M | 5.27% | −15−35.7% | Reduced |
| Brandywine Trust Co | 27 | $12.2M | 4.09% | −2−6.9% | Reduced |
| Private Management Group Inc | 27 | $12.2M | 0.49% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 27 | $12.2M | 11.02% | +27 | New |
| Privium Fund Management (UK) Ltd | 30 | $12.5M | 9.87% | +30 | New |
| Silverleafe Capital Partners, LLC | 28 | $12.6M | 4.58% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 28 | $12.6M | 2.34% | −1−3.4% | Reduced |
| Fifth Third Bancorp | 29 | $13.1M | 0.05% | −2−6.5% | Reduced |
| Park National Corp | 29 | $13.1M | 0.51% | −2−6.5% | Reduced |
| Gofen & Glossberg LLC | 30 | $13.5M | 0.29% | −1−3.2% | Reduced |
| Washington Trust Bank | 30 | $13.5M | 1.31% | 00.0% | Unchanged |
| Aquamarine Capital Management, LLC | 30 | $13.5M | 6.21% | 00.0% | Unchanged |
| 7G Capital Management, LLC | 30 | $13.5M | 7.98% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $13.5M | 2.83% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 30 | $13.5M | 4.23% | 00.0% | Unchanged |
| Ieq Capital, LLC | 30 | $13.5M | 0.31% | +1+3.4% | Added |
| Envestnet Asset Management Inc | 30 | $13.5M | 0.01% | +17+130.8% | Added |
| Silvercrest Asset Management Group LLC | 31 | $14.0M | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $14.0M | 0.51% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 32 | $14.4M | 1.88% | −2−5.9% | Reduced |
| Barr E S & Co | 32 | $14.4M | 0.96% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 33 | $14.9M | 5.82% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $15.3M | 0.33% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 34 | $15.3M | 0.19% | 00.0% | Unchanged |
| AMG National Trust Bank | 34 | $15.4M | 0.46% | −1−2.9% | Reduced |
| Bislett Management, LLC | 35 | $15.8M | 7.59% | 00.0% | Unchanged |
| Saybrook Capital | 36 | $16.2M | 4.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 37 | $16.7M | 0.03% | +4+12.1% | Added |
| Susquehanna International Group, LLP | 38 | $17.1M | 0.03% | −27−41.5% | Reduced |
| Harvey Investment Co LLC | 38 | $17.1M | 1.98% | −1−2.6% | Reduced |
| Fiduciary Counselling Inc | 39 | $17.6M | 36.45% | 00.0% | Unchanged |
| Stonnington Group, LLC | 37 | $17.8M | 3.83% | +1+2.8% | Added |
| Citigroup Inc | 40 | $18.0M | 0.02% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 40 | $18.0M | 4.80% | 00.0% | Unchanged |
| Shayne & Co., LLC | 40 | $18.0M | 9.70% | 00.0% | Unchanged |