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 |
|---|---|---|---|---|---|
| Parkside Advisors LLC | 3,916 | $1.09M | 0.35% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,917 | $1.09M | 0.20% | 00.0% | Unchanged |
| GenTrust, LLC | 3,924 | $1.09M | 0.09% | +315+8.7% | Added |
| ARGA Investment Management, LP | 3,934 | $1.09M | 0.09% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,939 | $1.09M | 0.15% | −75−1.9% | Reduced |
| Armbruster Capital Management, Inc. | 3,942 | $1.10M | 0.31% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,955 | $1.10M | 0.67% | +1,000+33.8% | Added |
| Bulltick Wealth Management, LLC | 3,955 | $1.10M | 0.26% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,957 | $1.10M | 0.41% | +9+0.2% | Added |
| O'Dell Group, LLC | 3,961 | $1.10M | 0.35% | −114−2.8% | Reduced |
| Holowesko Partners Ltd. | 3,965 | $1.10M | 0.29% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,992 | $1.11M | 0.09% | −1,169−22.7% | Reduced |
| Private Portfolio Partners LLC | 4,023 | $1.12M | 0.32% | +269+7.2% | Added |
| BSW Wealth Partners | 4,026 | $1.12M | 0.31% | +227+6.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,029 | $1.12M | 0.68% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 4,110 | $1.13M | 0.56% | −25−0.6% | Reduced |
| Ssi Investment Management LLC | 4,054 | $1.13M | 0.07% | −16−0.4% | Reduced |
| Capstone Financial Advisors, Inc. | 4,054 | $1.13M | 0.09% | +1,034+34.2% | Added |
| Droms Strauss Advisors Inc | 4,079 | $1.13M | 0.53% | −57−1.4% | Reduced |
| Northstar Asset Management Inc | 4,064 | $1.13M | 0.30% | +2,200+118.0% | Added |
| Pettinga Financial Advisors, LLC | 4,073 | $1.13M | 0.30% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,081 | $1.13M | 0.09% | −176−4.1% | Reduced |
| Wedgewood Investors Inc | 4,091 | $1.14M | 1.43% | −25−0.6% | Reduced |
| Glenview State Bank Trust Dept. | 4,090 | $1.14M | 0.35% | +105+2.6% | Added |
| Beech Hill Advisors, Inc. | 4,100 | $1.14M | 0.46% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,101 | $1.14M | 0.62% | +321+8.5% | Added |
| Family Legacy, Inc. | 4,129 | $1.15M | 0.51% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,134 | $1.15M | 0.14% | −10−0.2% | Reduced |
| St. Louis Trust Co | 4,150 | $1.15M | 0.29% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,156 | $1.16M | 0.65% | −102−2.4% | Reduced |
| Legacy Wealth Partners, Inc. | 4,167 | $1.16M | 0.64% | −1,687−28.8% | Reduced |
| Capital Analysts, LLC | 4,173 | $1.16M | 0.08% | +751+21.9% | Added |
| Legacy Wealth Planning, LLC | 4,185 | $1.16M | 1.32% | +180+4.5% | Added |
| Kowal Investment Group, LLC | 4,187 | $1.16M | 0.42% | +126+3.1% | Added |
| LCNB Corp | 4,212 | $1.17M | 0.59% | −287−6.4% | Reduced |
| Capital Financial Planning, LLC | 4,217 | $1.17M | 0.46% | +418+11.0% | Added |
| Banco BTG Pactual S.A. | 4,221 | $1.17M | 0.93% | +1,264+42.7% | Added |
| Csenge Advisory Group | 4,195 | $1.18M | 0.10% | +2,439+138.9% | Added |
| KMG Fiduciary Partners, LLC | 4,234 | $1.18M | 0.21% | +404+10.5% | Added |
| Financial Network Wealth Management LLC | 4,258 | $1.18M | 0.70% | 00.0% | Unchanged |
| NFC Investments, LLC | 4,260 | $1.18M | 0.31% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,266 | $1.19M | 0.31% | +38+0.9% | Added |
| Plimoth Trust Co LLC | 4,268 | $1.19M | 0.33% | +531+14.2% | Added |
| Sadoff Investment Management LLC | 4,294 | $1.19M | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 4,297 | $1.19M | 0.07% | −1,724−28.6% | Reduced |
| First Citizens Financial Corp | 4,301 | $1.20M | 0.90% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,326 | $1.20M | 0.27% | +128+3.0% | Added |
| Osterweis Capital Management Inc | 4,337 | $1.21M | 0.06% | −18−0.4% | Reduced |
| McLean Asset Management Corp | 4,340 | $1.21M | 0.54% | +10.0% | Added |
| Wagner Wealth Management, LLC | 4,347 | $1.21M | 0.87% | +177+4.2% | Added |
| Portland Global Advisors LLC | 4,353 | $1.21M | 0.23% | +720+19.8% | Added |
| Certified Advisory Corp | 4,366 | $1.21M | 0.30% | +15+0.3% | Added |
| Tillar-Wenstrup Advisors, LLC | 4,368 | $1.21M | 0.55% | +60+1.4% | Added |
| Latitude Advisors, LLC | 4,383 | $1.22M | 0.90% | −20.0% | Reduced |
| DB Wealth Management Group, LLC | 4,407 | $1.23M | 0.78% | −15−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 4,427 | $1.23M | 0.65% | −25−0.6% | Reduced |
| State of Wyoming | 4,438 | $1.23M | 0.78% | +2,528+132.4% | Added |
| Wealth Alliance Advisory Group, LLC | 4,451 | $1.24M | 0.60% | +65+1.5% | Added |
| Parcion Private Wealth LLC | 4,456 | $1.24M | 0.12% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 4,424 | $1.24M | 0.51% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,453 | $1.24M | 0.39% | −1,159−20.7% | Reduced |
| Hall Laurie J Trustee | 4,460 | $1.24M | 0.47% | −448−9.1% | Reduced |
| Guardian Capital Advisors LP | 4,439 | $1.24M | 0.13% | −127−2.8% | Reduced |
| NVWM, LLC | 4,460 | $1.24M | 0.45% | −74−1.6% | Reduced |
| Hoover Financial Advisors, Inc. | 4,462 | $1.24M | 0.22% | +779+21.2% | Added |
| Capital Planning Advisors, LLC | 4,467 | $1.24M | 0.25% | −6−0.1% | Reduced |
| North Star Asset Management Inc | 4,475 | $1.24M | 0.07% | +350+8.5% | Added |
| S.E.E.D. Planning Group LLC | 4,487 | $1.25M | 0.61% | +40+0.9% | Added |
| Aj Wealth Strategies, LLC | 4,500 | $1.25M | 0.07% | −500−10.0% | Reduced |
| Monetary Management Group Inc | 4,508 | $1.25M | 0.38% | −50−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,517 | $1.25M | 0.69% | +4+0.1% | Added |
| LS Investment Advisors, LLC | 4,519 | $1.26M | 0.16% | −52,833−92.1% | Reduced |
| Duff & Phelps Investment Management Co | 4,525 | $1.26M | 0.02% | −1,805−28.5% | Reduced |
| Lumature Wealth Partners, LLC | 4,531 | $1.26M | 0.52% | +332+7.9% | Added |
| Edgewood Management LLC | 4,532 | $1.26M | 0.00% | −6−0.1% | Reduced |
| Axiom Financial Strategies, LLC | 4,533 | $1.26M | 0.58% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,538 | $1.26M | 0.10% | −470−9.4% | Reduced |
| Alhambra Investment Partners LLC | 4,538 | $1.26M | 0.95% | +393+9.5% | Added |
| Prosperity Planning, Inc. | 4,545 | $1.26M | 0.78% | +24+0.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 4,553 | $1.26M | 0.48% | 00.0% | Unchanged |
| Bruni J V & Co | 4,554 | $1.27M | 0.16% | −5,242−53.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,556 | $1.27M | 0.29% | −168−3.6% | Reduced |
| Goepper Burkhardt LLC | 4,562 | $1.27M | 0.80% | +78+1.7% | Added |
| Founders Financial Alliance, LLC | 4,562 | $1.27M | 0.58% | +456+11.1% | Added |
| Wambolt & Associates, LLC | 4,546 | $1.27M | 0.54% | −14−0.3% | Reduced |
| Retirement Income Solutions, Inc | 4,590 | $1.28M | 0.44% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 4,615 | $1.28M | 0.67% | −5−0.1% | Reduced |
| Occidental Asset Management, LLC | 4,616 | $1.28M | 0.34% | −100−2.1% | Reduced |
| LVM Capital Management Ltd | 4,634 | $1.29M | 0.20% | +170+3.8% | Added |
| Pictet North America Advisors SA | 4,650 | $1.29M | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 4,652 | $1.29M | 0.21% | −183−3.8% | Reduced |
| Allegiant Private Advisors, LLC | 4,652 | $1.29M | 0.21% | +1,080+30.2% | Added |
| Gemmer Asset Management LLC | 4,664 | $1.30M | 0.18% | +26+0.6% | Added |
| Hoertkorn Richard Charles | 4,637 | $1.30M | 0.58% | −100−2.1% | Reduced |
| Estabrook Capital Management | 4,678 | $1.30M | 0.20% | −150−3.1% | Reduced |
| Rice Hall James & Associates, LLC | 4,684 | $1.30M | 0.05% | 00.0% | Unchanged |
| SFE Investment Counsel | 4,685 | $1.30M | 0.36% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,688 | $1.30M | 0.48% | −418−8.2% | Reduced |
| Orleans Capital Management Corp | 4,700 | $1.31M | 0.84% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,701 | $1.31M | 0.23% | −10−0.2% | Reduced |