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 |
|---|---|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 4,703 | $1.31M | 0.52% | +5+0.1% | Added |
| Wealth Management Partners, LLC | 4,712 | $1.31M | 0.91% | 00.0% | Unchanged |
| First Personal Financial Services | 4,727 | $1.31M | 0.34% | −50−1.0% | Reduced |
| Resources Management Corp | 4,733 | $1.31M | 0.18% | +160+3.5% | Added |
| Ascension Asset Management LLC | 4,750 | $1.32M | 0.86% | −350−6.9% | Reduced |
| Rex Capital Advisors, LLC | 4,750 | $1.32M | 0.64% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 4,749 | $1.32M | 0.56% | +740+18.5% | Added |
| Puzo Michael J | 4,750 | $1.32M | 0.41% | −1,500−24.0% | Reduced |
| Atlas Brown,Inc. | 4,763 | $1.32M | 0.57% | −364−7.1% | Reduced |
| Conway Capital Management, Inc. | 4,785 | $1.33M | 0.91% | −25−0.5% | Reduced |
| Piscataqua Savings Bank | 4,793 | $1.33M | 1.14% | +31+0.7% | Added |
| Atwood & Palmer Inc | 4,812 | $1.34M | 0.12% | +450+10.3% | Added |
| Seeyond | 4,817 | $1.34M | 0.12% | −1,740−26.5% | Reduced |
| Southland Equity Partners LLC | 4,822 | $1.34M | 0.63% | −417−8.0% | Reduced |
| LaFleur & Godfrey LLC | 4,830 | $1.34M | 0.19% | +4,040+511.4% | Added |
| Greystone Financial Group, LLC | 4,835 | $1.34M | 0.33% | +171+3.7% | Added |
| Continuum Advisory, LLC | 4,835 | $1.34M | 0.42% | +3,204+196.4% | Added |
| Cardan Capital Partners, LLC | 4,852 | $1.35M | 0.15% | +22+0.5% | Added |
| Doheny Asset Management | 4,865 | $1.35M | 0.87% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,870 | $1.35M | 0.13% | −13−0.3% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,867 | $1.35M | 0.34% | +456+10.3% | Added |
| Gilbert & Cook, Inc. | 4,878 | $1.36M | 0.24% | −199−3.9% | Reduced |
| BCS Wealth Management | 4,878 | $1.36M | 0.72% | +100+2.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,885 | $1.36M | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,891 | $1.36M | 0.30% | −744−13.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,898 | $1.36M | 0.73% | 00.0% | Unchanged |
| United Bank | 4,904 | $1.36M | 0.92% | −234−4.6% | Reduced |
| Laurion Capital Management LP | 4,912 | $1.36M | 0.02% | −240,496−98.0% | Reduced |
| Rock Creek Group, LP | 4,928 | $1.37M | 0.20% | +870+21.4% | Added |
| Financial Enhancement Group LLC | 4,942 | $1.37M | 0.28% | −34−0.7% | Reduced |
| Convergence Investment Partners, LLC | 4,956 | $1.38M | 0.59% | −285−5.4% | Reduced |
| Rede Wealth, LLC | 4,966 | $1.38M | 0.74% | −183−3.6% | Reduced |
| Headinvest, LLC | 4,980 | $1.38M | 0.26% | +43+0.9% | Added |
| West Family Investments, Inc. | 4,991 | $1.39M | 0.39% | +4,991 | New |
| Artemis Investment Management LLP | 5,000 | $1.39M | 0.01% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 5,001 | $1.39M | 0.83% | +524+11.7% | Added |
| Altfest L J & Co Inc | 5,017 | $1.39M | 0.30% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,019 | $1.40M | 0.46% | +118+2.4% | Added |
| Hills Bank & Trust Co | 5,019 | $1.40M | 0.21% | +170+3.5% | Added |
| Fiducient Advisors LLC | 5,024 | $1.40M | 0.43% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 4,857 | $1.40M | 0.17% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,036 | $1.40M | 0.19% | −300−5.6% | Reduced |
| United Asset Strategies, Inc. | 5,036 | $1.40M | 0.19% | +106+2.2% | Added |
| Acropolis Investment Management, LLC | 5,042 | $1.40M | 0.14% | −285−5.4% | Reduced |
| LGL Partners, LLC | 5,043 | $1.40M | 0.84% | −197−3.8% | Reduced |
| Dakota Wealth Management | 5,048 | $1.40M | 0.17% | +766+17.9% | Added |
| Inverness Counsel LLC | 5,051 | $1.40M | 0.05% | −1,382−21.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,052 | $1.40M | 0.46% | +2,805+124.8% | Added |
| Sonora Investment Management, LLC | 5,059 | $1.41M | 0.18% | +420+9.1% | Added |
| Quattro Financial Advisors LLC | 5,053 | $1.41M | 0.38% | −8,897−63.8% | Reduced |
| BancorpSouth Bank | 5,074 | $1.41M | 0.20% | +580+12.9% | Added |
| Somerville Kurt F | 5,077 | $1.41M | 0.21% | −252−4.7% | Reduced |
| Gradient Capital Advisors, LLC | 5,078 | $1.41M | 0.66% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,085 | $1.41M | 0.91% | −70−1.4% | Reduced |
| Magnus Financial Group LLC | 5,091 | $1.42M | 0.31% | −11−0.2% | Reduced |
| Firestone Capital Management | 5,107 | $1.42M | 0.51% | −100−1.9% | Reduced |
| IMA Wealth, Inc. | 5,126 | $1.43M | 0.33% | −67−1.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 5,170 | $1.43M | 0.41% | −220−4.1% | Reduced |
| Trust Co of Toledo NA | 5,143 | $1.43M | 0.24% | −65−1.2% | Reduced |
| Consolidated Investment Group LLC | 5,149 | $1.43M | 0.24% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 5,149 | $1.43M | 0.01% | +744+16.9% | Added |
| Colrain Capital LLC | 5,150 | $1.43M | 2.71% | +1,950+60.9% | Added |
| Comerica Securities,inc. | 5,160 | $1.43M | 0.11% | −8,676−62.7% | Reduced |
| Farley Capital L.P. | 5,159 | $1.43M | 1.32% | 00.0% | Unchanged |
| Regent Investment Management LLC | 5,163 | $1.44M | 0.34% | −600−10.4% | Reduced |
| Community Bank, N.A. | 5,165 | $1.44M | 0.17% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,170 | $1.44M | 0.32% | +174+3.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,175 | $1.44M | 0.80% | −25−0.5% | Reduced |
| Essex Savings Bank | 4,971 | $1.44M | 0.56% | −50−1.0% | Reduced |
| Exane Derivatives | 5,174 | $1.44M | 0.34% | +5,174 | New |
| Schnieders Capital Management LLC | 5,220 | $1.45M | 0.40% | +1,642+45.9% | Added |
| Game Creek Capital, LP | 5,225 | $1.45M | 0.78% | −1,150−18.0% | Reduced |
| Wealth Advisory Solutions, LLC | 5,234 | $1.46M | 0.35% | −6,977−57.1% | Reduced |
| Liberty Wealth Management LLC | 5,252 | $1.46M | 0.57% | +76+1.5% | Added |
| Calton & Associates, Inc. | 5,268 | $1.47M | 0.28% | −499−8.7% | Reduced |
| Stewart & Patten Co LLC | 5,284 | $1.47M | 0.23% | −140−2.6% | Reduced |
| Running Point Capital Advisors, LLC | 5,291 | $1.47M | 0.67% | +45+0.9% | Added |
| Community Capital Management, Inc. | 5,300 | $1.47M | 1.49% | −1,000−15.9% | Reduced |
| Pure Financial Advisors, Inc. | 5,349 | $1.49M | 0.12% | +200+3.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,369 | $1.49M | 0.18% | +39+0.7% | Added |
| Carlson Capital Management | 5,367 | $1.49M | 0.21% | +134+2.6% | Added |
| ARGI Investment Services, LLC | 5,385 | $1.50M | 0.05% | −13−0.2% | Reduced |
| Arkansas Financial Group, Inc. | 5,432 | $1.51M | 0.34% | +5,432 | New |
| Corrado Advisors, LLC | 4,037 | $1.51M | 0.93% | −1,343−25.0% | Reduced |
| MidWestOne Financial Group, Inc. | 5,457 | $1.52M | 0.36% | +206+3.9% | Added |
| Old Mission Investment Co LLC | 5,479 | $1.52M | 0.62% | −70−1.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,480 | $1.52M | 0.12% | −400−6.8% | Reduced |
| Sanford Advisory Services, LLC | 5,481 | $1.52M | 0.39% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,502 | $1.53M | 0.62% | −142−2.5% | Reduced |
| Monarch Capital Management Inc | 5,511 | $1.53M | 0.44% | −18−0.3% | Reduced |
| Compass Ion Advisors, LLC | 5,511 | $1.53M | 0.60% | +94+1.7% | Added |
| Connecticut Wealth Management, LLC | 5,516 | $1.53M | 0.13% | −1,621−22.7% | Reduced |
| Sofos Investments, Inc. | 4,556 | $1.53M | 0.71% | +297+7.0% | Added |
| Baldrige Asset Management LLC | 5,549 | $1.54M | 0.67% | −51−0.9% | Reduced |
| Old West Investment Management, LLC | 5,557 | $1.54M | 0.62% | +283+5.4% | Added |
| Amarillo National Bank | 5,567 | $1.55M | 0.44% | −145−2.5% | Reduced |
| EPG Wealth Management LLC | 5,588 | $1.55M | 0.66% | −198−3.4% | Reduced |
| Bourgeon Capital Management LLC | 5,589 | $1.55M | 0.33% | 00.0% | Unchanged |
| Private Ocean, LLC | 5,597 | $1.56M | 0.20% | +685+13.9% | Added |
| David Loasby | 5,607 | $1.56M | 0.20% | −508−8.3% | Reduced |