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 |
|---|---|---|---|---|---|
| IMS Capital Management | 5,613 | $1.56M | 0.92% | +115+2.1% | Added |
| Magnolia Capital Advisors LLC | 5,617 | $1.56M | 0.69% | 00.0% | Unchanged |
| Modus Advisors, LLC | 5,639 | $1.57M | 0.66% | +541+10.6% | Added |
| Mattern Wealth Management LLC | 5,638 | $1.57M | 0.50% | +815+16.9% | Added |
| Capital Counsel LLC | 5,642 | $1.57M | 0.08% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 5,652 | $1.57M | 0.12% | +782+16.1% | Added |
| Bank of the West | 5,659 | $1.57M | 0.16% | −358−5.9% | Reduced |
| Tectonic Advisors LLC | 5,663 | $1.57M | 0.32% | +586+11.5% | Added |
| Fishman Jay A Ltd | 5,666 | $1.57M | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,671 | $1.58M | 1.45% | −412−6.8% | Reduced |
| Cable Hill Partners, LLC | 5,723 | $1.59M | 0.38% | −1,675−22.6% | Reduced |
| Greenwich Wealth Management LLC | 5,743 | $1.60M | 0.14% | +12+0.2% | Added |
| Camelot Portfolios, LLC | 5,747 | $1.60M | 0.65% | +2,690+88.0% | Added |
| Stevard, LLC | 5,750 | $1.60M | 1.23% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,755 | $1.60M | 0.34% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,756 | $1.60M | 0.15% | +772+15.5% | Added |
| JT Stratford LLC | 5,770 | $1.60M | 0.51% | +5+0.1% | Added |
| Vivaldi Capital Management, LLC | 5,583 | $1.61M | 0.32% | −721−11.4% | Reduced |
| FourThought Financial, LLC | 5,784 | $1.61M | 0.21% | +13+0.2% | Added |
| Girard Partners Ltd. | 5,797 | $1.61M | 0.21% | −313−5.1% | Reduced |
| Weaver Consulting Group | 5,806 | $1.61M | 0.91% | +37+0.6% | Added |
| Uncommon Cents Investing LLC | 5,810 | $1.61M | 0.65% | +350+6.4% | Added |
| Northstar Advisory Group, LLC | 5,814 | $1.62M | 1.01% | +415+7.7% | Added |
| Caliber Wealth Management, LLC | 5,860 | $1.63M | 1.15% | +654+12.6% | Added |
| Heron Financial Group, LLC | 5,879 | $1.63M | 0.93% | −10.0% | Reduced |
| WSFS Capital Management, LLC | 5,890 | $1.64M | 0.74% | −30−0.5% | Reduced |
| Taurus Asset Management, LLC | 5,903 | $1.64M | 0.17% | 00.0% | Unchanged |
| Courier Capital LLC | 5,927 | $1.65M | 0.16% | −763−11.4% | Reduced |
| Warther Private Wealth, LLC | 5,885 | $1.65M | 1.60% | +5,885 | New |
| Spotlight Asset Group, Inc. | 5,936 | $1.65M | 0.64% | −205−3.3% | Reduced |
| M&G Investment Management Ltd | 5,938 | $1.65M | 0.01% | −464−7.2% | Reduced |
| Fagan Associates, Inc. | 5,940 | $1.65M | 0.35% | +285+5.0% | Added |
| Legato Capital Management LLC | 5,961 | $1.66M | 0.23% | +5,961 | New |
| Lineweaver Wealth Advisors, LLC | 5,967 | $1.66M | 0.54% | +403+7.2% | Added |
| Townsend Asset Management Corp | 5,973 | $1.66M | 0.92% | −120−2.0% | Reduced |
| TrinityPoint Wealth, LLC | 5,977 | $1.66M | 0.34% | +345+6.1% | Added |
| Geller Advisors LLC | 5,979 | $1.66M | 0.36% | +2,889+93.5% | Added |
| GSB Wealth Management, LLC | 5,996 | $1.67M | 0.52% | −200−3.2% | Reduced |
| Jump Financial, LLC | 5,995 | $1.67M | 0.16% | −53−0.9% | Reduced |
| Biglari Capital Corp. | 6,000 | $1.67M | 0.24% | −14,000−70.0% | Reduced |
| Linscomb & Williams, Inc. | 6,004 | $1.67M | 0.09% | −169−2.7% | Reduced |
| Fairhaven Wealth Management, LLC | 6,013 | $1.67M | 0.67% | −227−3.6% | Reduced |
| Provident Trust Co | 6,015 | $1.67M | 0.03% | 00.0% | Unchanged |
| Tufton Capital Management | 6,026 | $1.67M | 0.27% | 00.0% | Unchanged |
| SL Advisors, LLC | 6,040 | $1.68M | 4.27% | −262−4.2% | Reduced |
| Engine No. 1 LLC | 6,050 | $1.68M | 0.46% | +6,050 | New |
| Vision Capital Management, Inc. | 6,052 | $1.68M | 0.28% | +75+1.3% | Added |
| Abacus Planning Group, Inc. | 6,064 | $1.69M | 0.51% | +192+3.3% | Added |
| Jupiter Wealth Management LLC | 5,905 | $1.69M | 0.81% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,844 | $1.69M | 0.39% | +92+1.6% | Added |
| Graypoint LLC | 6,083 | $1.69M | 0.22% | +541+9.8% | Added |
| Golden State Wealth Management, LLC | 6,091 | $1.69M | 0.37% | −1,198−16.4% | Reduced |
| Winmill & Co. Inc | 6,110 | $1.70M | 0.61% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,116 | $1.70M | 0.46% | +627+11.4% | Added |
| SlateStone Wealth, LLC | 6,119 | $1.70M | 0.39% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 6,134 | $1.71M | 0.14% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,138 | $1.71M | 0.17% | +1,470+31.5% | Added |
| James Hambro & Partners | 6,150 | $1.71M | 0.14% | −100−1.6% | Reduced |
| Northwest Bancshares, Inc. | 6,150 | $1.71M | 0.39% | −100−1.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,148 | $1.71M | 0.53% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 6,154 | $1.71M | 0.11% | −1,185−16.1% | Reduced |
| Citizens Business Bank | 6,164 | $1.71M | 0.23% | −1,050−14.6% | Reduced |
| Hudock, Inc. | 6,168 | $1.71M | 0.51% | −175−2.8% | Reduced |
| WS Management LLLP | 6,167 | $1.71M | 0.19% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,176 | $1.72M | 0.21% | +346+5.9% | Added |
| MCF Advisors LLC | 6,183 | $1.72M | 0.18% | +143+2.4% | Added |
| Asset Management Group, Inc. | 6,188 | $1.72M | 0.36% | −524−7.8% | Reduced |
| Marks Group Wealth Management, Inc | 6,064 | $1.72M | 0.24% | +67+1.1% | Added |
| Wealth Alliance | 6,201 | $1.72M | 0.41% | −336−5.1% | Reduced |
| Madrona Financial Services, LLC | 6,203 | $1.72M | 0.89% | −900−12.7% | Reduced |
| Focus Financial Network, Inc. | 6,205 | $1.72M | 0.23% | +285+4.8% | Added |
| Bouchey Financial Group Ltd | 6,216 | $1.73M | 0.27% | −257−4.0% | Reduced |
| Intrua Financial, LLC | 5,937 | $1.73M | 0.41% | −114−1.9% | Reduced |
| Sterneck Capital Management, LLC | 6,217 | $1.73M | 1.07% | +55+0.9% | Added |
| Donoghue Forlines LLC | 6,237 | $1.73M | 0.32% | +6,237 | New |
| Maven Securities LTD | 6,251 | $1.74M | 0.18% | +5,204+497.0% | Added |
| Octavia Wealth Advisors, LLC | 6,265 | $1.74M | 0.46% | +19+0.3% | Added |
| Galibier Capital Management Ltd. | 6,279 | $1.75M | 0.23% | −881−12.3% | Reduced |
| Hall Capital Management Co Inc | 6,284 | $1.75M | 1.13% | +6,284 | New |
| Garrett Wealth Advisory Group, LLC | 6,317 | $1.76M | 1.15% | −36−0.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,331 | $1.76M | 0.64% | +21+0.3% | Added |
| Founders Financial Securities LLC | 6,333 | $1.76M | 0.35% | +249+4.1% | Added |
| Nicolet Bankshares Inc | 6,352 | $1.76M | 0.46% | +131+2.1% | Added |
| Signet Investment Advisory Group, Inc. | 6,372 | $1.77M | 1.14% | +630+11.0% | Added |
| Islay Capital Management, LLC | 6,414 | $1.78M | 1.44% | 00.0% | Unchanged |
| Canandaigua National Corp | 6,431 | $1.79M | 0.29% | −190−2.9% | Reduced |
| Vestor Capital, LLC | 6,432 | $1.79M | 0.19% | −20−0.3% | Reduced |
| Enterprise Financial Services Corp | 6,436 | $1.79M | 0.29% | +1,468+29.5% | Added |
| Alesco Advisors LLC | 6,449 | $1.79M | 0.06% | 00.0% | Unchanged |
| Viridian Ria, LLC | 6,449 | $1.79M | 0.41% | 00.0% | Unchanged |
| Professional Planning | 6,451 | $1.79M | 0.82% | +403+6.7% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 6,450 | $1.79M | 1.85% | +200+3.2% | Added |
| Monticello Wealth Management, LLC | 6,457 | $1.79M | 0.17% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 6,463 | $1.80M | 0.17% | −214−3.2% | Reduced |
| Capital Bank & Trust Co | 6,471 | $1.80M | 0.02% | −28,019−81.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,476 | $1.80M | 0.16% | −195−2.9% | Reduced |
| Bangor Savings Bank | 6,484 | $1.80M | 0.20% | −214−3.2% | Reduced |
| Intersect Capital LLC | 6,497 | $1.81M | 0.32% | −120−1.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,538 | $1.82M | 0.78% | +1,264+24.0% | Added |
| Old Well Partners, LLC | 6,550 | $1.82M | 0.83% | −8,250−55.7% | Reduced |