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, 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| Gill Capital Partners, LLC | 3,383 | $940.0K | 0.44% | −50−1.5% | Reduced |
| Advisors Management Group Inc | 3,383 | $940.0K | 0.28% | 00.0% | Unchanged |
| Aristides Capital LLC | 3,394 | $943.0K | 0.72% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,398 | $944.0K | 0.09% | +701+26.0% | Added |
| Quantamental Technologies LLC | 3,398 | $944.0K | 0.84% | +3,398 | New |
| Pacific Center for Financial Services | 3,428 | $953.0K | 0.42% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,428 | $953.0K | 0.22% | +24+0.7% | Added |
| Boston Common Asset Management, LLC | 3,431 | $954.0K | 0.04% | +2,520+276.6% | Added |
| IFG Advisors, LLC | 3,436 | $955.0K | 0.45% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 3,439 | $955.8K | 0.42% | +229+7.1% | Added |
| Paragon Capital Management LLC | 3,439 | $956.0K | 0.48% | −300−8.0% | Reduced |
| Strategic Financial Services, Inc, | 3,443 | $957.0K | 0.08% | −39−1.1% | Reduced |
| Stevens Capital Management LP | 3,442 | $957.0K | 0.28% | +3,442 | New |
| AIA Group Ltd | 3,511 | $957.0K | 0.07% | +3,511 | New |
| CoreFirst Bank & Trust | 3,446 | $958.0K | 0.65% | −1,000−22.5% | Reduced |
| Summit Global Investments | 3,449 | $959.0K | 0.06% | +23+0.7% | Added |
| HT Partners LLC | 3,451 | $959.0K | 0.29% | +410+13.5% | Added |
| Sunesis Advisors, LLC | 3,455 | $960.0K | 0.73% | −27−0.8% | Reduced |
| Shelter Mutual Insurance Co | 3,474 | $965.0K | 0.27% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 3,469 | $965.0K | 0.50% | +30+0.9% | Added |
| Black Diamond Financial, LLC | 3,475 | $966.0K | 0.38% | +56+1.6% | Added |
| Kercheville Advisors, LLC | 3,480 | $967.0K | 0.45% | +2,305+196.2% | Added |
| Bluestein R H & Co | 3,482 | $968.0K | 0.04% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,498 | $972.0K | 0.56% | +56+1.6% | Added |
| Aristotle Capital Management, LLC | 3,500 | $973.0K | 0.00% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 3,503 | $974.0K | 0.18% | −336−8.8% | Reduced |
| Bridgeworth, LLC | 3,510 | $975.0K | 0.28% | +4+0.1% | Added |
| Marcum Wealth, LLC | 3,515 | $977.0K | 0.16% | −1,931−35.5% | Reduced |
| S.A. Mason LLC | 3,519 | $978.0K | 0.67% | +44+1.3% | Added |
| Barings LLC | 3,525 | $980.0K | 0.02% | −488−12.2% | Reduced |
| Larson Financial Group LLC | 3,529 | $981.0K | 0.23% | +32+0.9% | Added |
| Detalus Advisors, LLC | 3,530 | $981.0K | 0.52% | +256+7.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,535 | $982.0K | 0.36% | −41−1.1% | Reduced |
| Bard Associates Inc | 3,535 | $982.0K | 0.32% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,537 | $983.0K | 0.37% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 3,548 | $986.0K | 0.57% | −40−1.1% | Reduced |
| All Terrain Financial Advisors, LLC | 3,547 | $986.0K | 0.48% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,560 | $989.0K | 0.61% | +747+26.6% | Added |
| Relyea Zuckerberg Hanson LLC | 3,564 | $991.0K | 0.41% | −52−1.4% | Reduced |
| Forbes J M & Co LLP | 3,571 | $992.0K | 0.13% | +150+4.4% | Added |
| Permit Capital, LLC | 3,576 | $993.0K | 0.30% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 3,578 | $994.0K | 0.38% | −48−1.3% | Reduced |
| Brown Miller Wealth Management, LLC | 3,579 | $994.0K | 0.63% | −39−1.1% | Reduced |
| Michael B. Yongue | 3,577 | $994.0K | 0.73% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 3,590 | $998.0K | 0.96% | −1,215−25.3% | Reduced |
| Noesis Capital Mangement Corp | 3,593 | $998.0K | 0.20% | −70−1.9% | Reduced |
| Affinity Capital Advisors, LLC | 3,595 | $999.0K | 0.34% | −70−1.9% | Reduced |
| Sand Hill Global Advisors, LLC | 3,593 | $999.0K | 0.06% | +381+11.9% | Added |
| RVW Wealth, LLC | 3,274 | $1.00M | 0.13% | −18−0.5% | Reduced |
| First Financial Bank - Trust Division | 3,599 | $1.00M | 0.11% | −28−0.8% | Reduced |
| Pennsylvania Capital Management Inc | 3,573 | $1.00M | 0.49% | −62−1.7% | Reduced |
| Brown Financial Advisory | 3,610 | $1.00M | 0.84% | −2−0.1% | Reduced |
| Aries Wealth Management | 3,611 | $1.00M | 0.43% | +25+0.7% | Added |
| Cornerstone Wealth Advisors, Inc. | 3,590 | $1.01M | 0.35% | −800−18.2% | Reduced |
| River Wealth Advisors LLC | 3,619 | $1.01M | 0.18% | +107+3.0% | Added |
| TMD Wealth Management, LLC | 3,623 | $1.01M | 0.44% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 3,626 | $1.01M | 0.58% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 3,631 | $1.01M | 0.27% | −564−13.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,629 | $1.01M | 0.53% | +40+1.1% | Added |
| Leonteq Securities AG | 3,632 | $1.01M | 0.08% | +1,726+90.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,639 | $1.01M | 0.15% | −166−4.4% | Reduced |
| Eagle Bay Advisors LLC | 3,605 | $1.01M | 0.81% | +3,605 | New |
| Camden National Bank | 3,644 | $1.01M | 0.19% | −200−5.2% | Reduced |
| Logan Capital Management Inc | 3,645 | $1.01M | 0.05% | +197+5.7% | Added |
| Trigran Investments, Inc. | 3,650 | $1.01M | 0.11% | −48,972−93.1% | Reduced |
| Investment Partners, Ltd. | 3,665 | $1.02M | 0.47% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,670 | $1.02M | 0.44% | −135−3.5% | Reduced |
| Wealthquest Corp | 3,673 | $1.02M | 0.17% | +81+2.3% | Added |
| Prestige Wealth Management Group LLC | 3,670 | $1.02M | 0.27% | +200+5.8% | Added |
| RMR Wealth Builders | 3,672 | $1.02M | 0.33% | +335+10.0% | Added |
| Karp Capital Management Corp | 3,688 | $1.02M | 0.15% | +584+18.8% | Added |
| Johnson Midwest Financial, LLC | 3,692 | $1.03M | 1.01% | +8+0.2% | Added |
| Marshall Financial Group LLC | 3,696 | $1.03M | 0.55% | +879+31.2% | Added |
| Lantz Financial LLC | 3,698 | $1.03M | 0.53% | +61+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,715 | $1.03M | 0.17% | −56−1.5% | Reduced |
| UMA Financial Services, Inc. | 3,731 | $1.04M | 0.30% | −224−5.7% | Reduced |
| First National Bank of Hutchinson | 3,726 | $1.04M | 0.54% | +78+2.1% | Added |
| Norway Savings Bank | 3,733 | $1.04M | 0.51% | +90+2.5% | Added |
| HC Financial Advisors Inc | 3,744 | $1.04M | 0.61% | −100−2.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,752 | $1.04M | 0.58% | −25−0.7% | Reduced |
| Windsor Creek Advisors, LLC | 3,765 | $1.05M | 0.39% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,778 | $1.05M | 0.80% | +38+1.0% | Added |
| Tradewinds Capital Management, LLC | 3,779 | $1.05M | 0.19% | +675+21.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,790 | $1.05M | 0.46% | +5+0.1% | Added |
| GW Henssler & Associates Ltd | 3,801 | $1.06M | 0.07% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3,804 | $1.06M | 0.49% | +129+3.5% | Added |
| RDA Financial Network | 3,807 | $1.06M | 0.47% | −202−5.0% | Reduced |
| Gyon Technologies Capital Management, LP | 3,808 | $1.06M | 0.35% | +1,803+89.9% | Added |
| Crewe Advisors LLC | 3,813 | $1.06M | 0.26% | −247−6.1% | Reduced |
| Archer Investment Corp | 3,827 | $1.06M | 0.42% | +6+0.2% | Added |
| AGF Investments LLC | 3,829 | $1.06M | 0.11% | −486−11.3% | Reduced |
| Biondo Investment Advisors, LLC | 3,850 | $1.07M | 0.18% | 00.0% | Unchanged |
| Advisory Resource Group | 3,850 | $1.07M | 0.43% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,851 | $1.07M | 0.39% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,862 | $1.07M | 0.63% | +70+1.8% | Added |
| Advisor OS, LLC | 3,865 | $1.07M | 0.22% | +58+1.5% | Added |
| Brandywine Trust Co | 3,876 | $1.08M | 0.34% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 3,902 | $1.08M | 0.40% | +560+16.8% | Added |
| G&S Capital LLC | 3,908 | $1.09M | 0.57% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,911 | $1.09M | 1.06% | 00.0% | Unchanged |