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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Gibson Capital, LLC | 21 | $9.46M | 2.20% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 21 | $9.46M | 0.61% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $9.02M | 0.56% | 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 |
| 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 |
| Lazard Freres Gestion S.A.S. | 19 | $8.57M | 0.23% | 00.0% | Unchanged |
| 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 |
| 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 |
| First Nebraska Trust Co | 18 | $8.11M | 0.98% | 00.0% | Unchanged |
| Amundi | 16 | $7.74M | 0.00% | +9+128.6% | Added |
| Janus Henderson Group PLC | 17 | $7.66M | 0.00% | −1−5.6% | Reduced |
| Hall Kathryn A. | 17 | $7.66M | 1.77% | 00.0% | Unchanged |
| 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 |
| 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 |
| Vicus Capital | 15 | $7.19M | 0.73% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15 | $7.05M | 0.46% | 00.0% | Unchanged |
| Pecaut & Co. | 15 | $6.76M | 3.43% | −4−21.1% | Reduced |
| Griffin Asset Management, Inc. | 15 | $6.76M | 0.84% | −1−6.3% | Reduced |
| Carret Asset Management, LLC | 15 | $6.76M | 0.75% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15 | $6.76M | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 15 | $6.76M | 1.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $6.76M | 0.96% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15 | $6.76M | 0.55% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 312 | $6.76M | 1.70% | −100−24.3% | Reduced |
| Global Financial Private Client, LLC | 15 | $6.76M | 3.27% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 14 | $6.32M | 0.89% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14 | $6.31M | 0.05% | +2+16.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 14 | $6.31M | 0.68% | −1−6.7% | Reduced |
| Mercer Global Advisors Inc | 14 | $6.31M | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 14 | $6.31M | 0.22% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 14 | $6.31M | 1.96% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14 | $6.31M | 0.34% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14 | $6.31M | 0.25% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 14 | $6.31M | 1.31% | +1+7.7% | Added |
| Aire Advisors, LLC | 14 | $6.31M | 2.73% | +14 | New |
| Comerica Bank | 13 | $6.00M | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 13 | $5.86M | 0.10% | −1−7.1% | Reduced |
| Baker Ellis Asset Management LLC | 13 | $5.86M | 1.03% | 00.0% | Unchanged |
| Central Trust Co | 13 | $5.86M | 0.17% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 13 | $5.86M | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 13 | $5.86M | 0.12% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 13 | $5.86M | 0.27% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 13 | $5.86M | 1.80% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 13 | $5.86M | 0.82% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13 | $5.86M | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13 | $5.86M | 0.10% | +2+18.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13 | $5.86M | 0.51% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 2,442 | $5.85M | 2.59% | +2,424+13,466.7% | Added |
| Shufro Rose & Co LLC | 12 | $5.41M | 0.39% | −2−14.3% | Reduced |
| Beck Mack & Oliver LLC | 12 | $5.41M | 0.13% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 12 | $5.41M | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12 | $5.41M | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12 | $5.41M | 2.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 12 | $5.41M | 1.32% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12 | $5.41M | 0.00% | +2+20.0% | Added |
| CWM, LLC | 12 | $5.41M | 0.04% | +12 | New |
| MBB Public Markets I LLC | 12 | $5.41M | 0.11% | +12 | New |
| Enterprise Financial Services Corp | 11 | $4.96M | 0.76% | 00.0% | Unchanged |
| Schroder Investment Management Group | 11 | $4.96M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 11 | $4.96M | 0.08% | 00.0% | Unchanged |
| First National Bank of Omaha | 11 | $4.96M | 0.24% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11 | $4.96M | 0.03% | 00.0% | Unchanged |