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, Q2 2021
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 3,044
- +81 vs. Q1 2021
- Shares held
- 875.3M
- −5.53M (−0.6%) vs. Q1 2021
- Total value
- $243.1B
- +$18.3B (+8.1%) vs. Q1 2021
- New holders
- 164
- 1,154 more added
- Sold out
- 83
- 1,237 more reduced
40 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 191,487 | $689 | 0.03% | +190,798+27,692.0% | Added |
| DRH Investments, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $1.00K | 0.00% | +5 | New |
| True Link Financial Advisors, LLC | 7 | $2.00K | 0.00% | −3,193−99.8% | Reduced |
| Arcadia Investment Advisors LLC | 10 | $2.78K | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Flagship Private Wealth, LLC | 20 | $5.58K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $6.11K | 0.00% | – | New |
| Eukles Asset Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 25 | $7.00K | 0.00% | +9+56.3% | Added |
| Solstein Capital, LLC | 30 | $8.00K | 0.01% | +30 | New |
| Strategic Wealth Management Inc | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 50 | $14.0K | 0.00% | −220,801−100.0% | Reduced |
| MBM Wealth Consultants, LLC | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 50 | $14.0K | 0.00% | +50 | New |
| Stuart Chaussee & Associates, Inc. | 54 | $15.0K | 0.01% | +30+125.0% | Added |
| Tennessee Valley Asset Management Partners | 62,970 | $18.0K | 8.53% | −62,356−49.8% | Reduced |
| Essex Investment Management Co LLC | 76 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 81 | $23.0K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 85 | $24.0K | 0.00% | −9−9.6% | Reduced |
| Sawyer & Company, Inc | 89 | $25.0K | 0.01% | −25−21.9% | Reduced |
| Bray Capital Advisors | 97 | $27.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $28.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $28.0K | 0.02% | +100 | New |
| Newton One Investments LLC | 117 | $33.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 120 | $33.4K | 0.02% | +25+26.3% | Added |
| Hoey Investments, Inc | 125 | $35.0K | 0.01% | −125−50.0% | Reduced |
| John W. Brooker & Co., CPAs | 125 | $35.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 134 | $37.2K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 141 | $39.0K | 0.05% | +141 | New |
| Interactive Financial Advisors | 150 | $42.0K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 150 | $42.0K | 0.04% | 00.0% | Unchanged |
| Ironwood Financial, llc | 158 | $44.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 174 | $48.0K | 0.04% | −200−53.5% | Reduced |
| Wolverine Asset Management LLC | 180 | $50.0K | 0.00% | −397−68.8% | Reduced |
| Magellan Asset Management Ltd | 183 | $51.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 196 | $54.0K | 0.00% | +24+14.0% | Added |
| Contravisory Investment Management, Inc. | 201 | $56.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $56.0K | 0.03% | 00.0% | Unchanged |
| Savior LLC | 200 | $56.0K | 0.05% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 208 | $58.0K | 0.05% | +202+3,366.7% | Added |
| NewSquare Capital LLC | 212 | $59.0K | 0.01% | +212 | New |
| Monumental Financial Group Inc. | 220 | $61.0K | 0.05% | +220 | New |
| Tucker Asset Management LLC | 223 | $62.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 246 | $69.0K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 284 | $79.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $79.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 287 | $80.0K | 0.05% | −2,076−87.9% | Reduced |
| AlphaMark Advisors, LLC | 300 | $83.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 317 | $88.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 317 | $88.0K | 0.03% | +25+8.6% | Added |
| Beck Bode, LLC | 317 | $88.0K | 0.02% | +317 | New |
| Corbenic Partners LLC | 319 | $89.0K | 0.02% | +73+29.7% | Added |
| Brendel Financial Advisors LLC | 321 | $89.0K | 0.05% | +321 | New |
| West Branch Capital LLC | 334 | $93.0K | 0.05% | +334 | New |
| Cypress Capital Management LLC (WY) | 342 | $95.0K | 0.07% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 350 | $97.0K | 0.09% | 00.0% | Unchanged |
| Tobam | 376 | $104.0K | 0.00% | +192+104.3% | Added |
| Stephenson National Bank & Trust | 389 | $108.0K | 0.07% | −500−56.2% | Reduced |
| Disciplined Investments, LLC | 400 | $111.0K | 0.06% | +50+14.3% | Added |
| Hoese & Co LLP | 400 | $111.0K | 0.12% | +400 | New |
| Emfo, LLC | 400 | $111.0K | 0.10% | +400 | New |
| Laffer Tengler Investments | 402 | $111.7K | 0.04% | −1,607−80.0% | Reduced |
| Cardinal Capital Management, Inc. | 402 | $112.0K | 0.01% | +227+129.7% | Added |
| Global Financial Private Client, LLC | 406 | $113.7K | 0.06% | −1−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 413 | $114.0K | 0.09% | −52−11.2% | Reduced |
| Holloway Wealth Management, LLC | – | $116.0K | 0.04% | – | – |
| HighMark Wealth Management LLC | 420 | $117.0K | 0.09% | −39−8.5% | Reduced |
| RPG Investment Advisory, LLC | 425 | $118.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 425 | $118.0K | 0.08% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 430 | $119.0K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 430 | $120.0K | 0.03% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 435 | $121.0K | 0.05% | +435 | New |
| Clear Investment Research, LLC | 455 | $126.0K | 0.21% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 456 | $127.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 468 | $130.0K | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 474 | $132.0K | 0.00% | −48−9.2% | Reduced |
| Resolute Partners Group | 484 | $135.0K | 0.02% | +19+4.1% | Added |
| Smith Asset Management Group LP | 491 | $136.0K | 0.01% | −100−16.9% | Reduced |
| Toth Financial Advisory Corp | 497 | $138.0K | 0.02% | −10−2.0% | Reduced |
| Sycomore Asset Management | 500 | $139.0K | 0.02% | 00.0% | Unchanged |
| Truehand, Inc | 500 | $139.0K | 0.08% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 512 | $142.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 526 | $146.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 527 | $146.5K | 0.05% | −3,325−86.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 530 | $147.3K | 0.17% | +60+12.8% | Added |
| American State Bank (Iowa) | 534 | $148.4K | 0.12% | −80−13.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 539 | $150.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 547 | $152.0K | 0.11% | +82+17.6% | Added |
| Avondale Wealth Management | 550 | $153.0K | 0.14% | +200+57.1% | Added |
| Adalta Capital Management LLC | 553 | $154.0K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 580 | $161.0K | 0.04% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 603 | $167.6K | 0.15% | +603 | New |
| Independence Bank of Kentucky | 605 | $168.0K | 0.07% | 00.0% | Unchanged |
| Lipe & Dalton | 605 | $168.0K | 0.09% | +55+10.0% | Added |