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 |
|---|---|---|---|---|---|
| Hanlon Investment Management, Inc. | 899 | $250.0K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 900 | $250.0K | 0.15% | +900 | New |
| qPULA Trading Management LP | 900 | $250.0K | 0.45% | +900 | New |
| Ramsey Quantitative Systems | 910 | $253.0K | 1.39% | +910 | New |
| Peregrine Asset Advisers, Inc. | 915 | $254.0K | 0.12% | 00.0% | Unchanged |
| Mma Asset Management LLC | 914 | $254.0K | 0.19% | +45+5.2% | Added |
| Walkner Condon Financial Advisors LLC | 920 | $255.0K | 0.09% | −441−32.4% | Reduced |
| Derby & Company, Inc | 918 | $255.0K | 0.05% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 920 | $256.0K | 0.07% | −500−35.2% | Reduced |
| Meritage Group LP | 921 | $256.0K | 0.00% | +921 | New |
| Financial Advisors Network, Inc. | 925 | $257.0K | 0.08% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 929 | $258.0K | 0.17% | −12−1.3% | Reduced |
| Fountainhead AM, LLC | 1,015 | $259.0K | 0.14% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 939 | $261.0K | 0.23% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 938 | $263.0K | 0.14% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 948 | $263.0K | 0.10% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 950 | $264.0K | 0.11% | 00.0% | Unchanged |
| Divergent Planning, LLC | 954 | $265.0K | 0.21% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 946 | $265.0K | 0.16% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 952 | $265.0K | 0.02% | +952 | New |
| Blue Edge Capital, LLC | 954 | $265.1K | 0.06% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 958 | $266.0K | 0.18% | −100−9.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 960 | $267.0K | 0.26% | −100−9.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 961 | $267.0K | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 960 | $267.0K | 0.01% | 00.0% | Unchanged |
| Iron Financial, LLC | 961 | $267.0K | 0.12% | +961 | New |
| Briaud Financial Planning, Inc | 966 | $268.0K | 0.18% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 965 | $268.0K | 0.09% | +180+22.9% | Added |
| KWB Wealth | 1,055 | $270.0K | 0.05% | −40−3.7% | Reduced |
| Centerpoint Advisors, LLC | 975 | $271.0K | 0.13% | −125−11.4% | Reduced |
| Nelson Capital Management, LLC | 977 | $272.0K | 0.06% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 978 | $272.0K | 0.30% | +884+940.4% | Added |
| Schwab Charitable Fund | 981 | $273.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 986 | $274.0K | 0.17% | −75−7.1% | Reduced |
| Walleye Capital LLC | 990 | $275.0K | 0.01% | −467−32.1% | Reduced |
| Wechter Feldman Wealth Management, Inc. | 989 | $275.0K | 0.19% | −11−1.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 979 | $276.0K | 0.19% | +189+23.9% | Added |
| Night Owl Capital Management, LLC | 1,000 | $278.0K | 0.05% | −947−48.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,004 | $279.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,005 | $279.0K | 0.14% | +145+16.9% | Added |
| Burleson & Company, LLC | 1,006 | $280.0K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 998 | $280.0K | 0.11% | +2+0.2% | Added |
| Source Financial Advisors LLC | 1,008 | $280.0K | 0.07% | +20+2.0% | Added |
| McCarthy Asset Management, Inc. | 1,015 | $282.0K | 0.20% | −3,188−75.9% | Reduced |
| Tamar Securities, LLC | 1,016 | $282.0K | 0.11% | +50+5.2% | Added |
| MayTech Global Investments, LLC | 1,015 | $282.0K | 0.06% | +1,000+6,666.7% | Added |
| Mizuho Securities USA LLC | 1,016 | $282.0K | 0.02% | +1,016 | New |
| GM Advisory Group, Inc. | 1,013 | $282.0K | 0.03% | +1,013 | New |
| Arjuna Capital | 1,020 | $283.0K | 0.12% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,020 | $283.0K | 0.11% | +20+2.0% | Added |
| Miramar Capital, LLC | 1,014 | $284.0K | 0.11% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,030 | $286.0K | 0.06% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,030 | $286.0K | 0.03% | +70+7.3% | Added |
| CKW Financial Group | 1,025 | $287.0K | 0.05% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,033 | $287.0K | 0.07% | +150+17.0% | Added |
| Claraphi Advisory Network, LLC | 1,035 | $288.0K | 0.09% | −101−8.9% | Reduced |
| MJP Associates Inc | 1,036 | $288.0K | 0.10% | +45+4.5% | Added |
| Perkins Coie Trust Co | 1,042 | $290.0K | 0.09% | −345−24.9% | Reduced |
| Addison Advisors LLC | 1,042 | $290.0K | 0.23% | +1,042 | New |
| Harvest Fund Management Co., Ltd | 1,039 | $291.0K | 0.03% | +285+37.8% | Added |
| GFG Capital, LLC | 1,050 | $292.0K | 0.09% | −846−44.6% | Reduced |
| Carderock Capital Management Inc | 1,050 | $292.0K | 0.08% | −50−4.5% | Reduced |
| Brasada Capital Management, LP | 1,050 | $292.0K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,052 | $292.0K | 0.03% | +225+27.2% | Added |
| New England Professional Planning Group Inc. | 1,009 | $293.0K | 0.18% | −100−9.0% | Reduced |
| LifePro Asset Management | 1,056 | $293.0K | 0.09% | +110+11.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,055 | $293.0K | 0.07% | +150+16.6% | Added |
| United Capital Management of KS, Inc. | 1,062 | $295.0K | 0.12% | +1,062 | New |
| Outfitter Financial LLC | 1,065 | $296.0K | 0.23% | −1,343−55.8% | Reduced |
| Howard Wealth Management, LLC | 1,067 | $296.0K | 0.16% | +35+3.4% | Added |
| Ballew Advisors, Inc | 1,062 | $297.0K | 0.21% | −1,062−50.0% | Reduced |
| RBA Wealth Management, LLC | 1,073 | $298.0K | 0.63% | −39−3.5% | Reduced |
| Fullen Financial Group | 1,073 | $298.0K | 0.18% | +1,073 | New |
| Tfo-TDC, LLC | 1,083 | $299.0K | 0.06% | −250−18.8% | Reduced |
| Abbot Financial Management, Inc. | 1,075 | $299.0K | 0.13% | 00.0% | Unchanged |
| QVR LLC | 1,077 | $299.0K | 0.76% | +772+253.1% | Added |
| Seven Post Investment Office LP | 1,074 | $299.0K | 0.09% | +1,074 | New |
| Partners in Financial Planning | 1,077 | $299.3K | 0.09% | +1,077 | New |
| Aspire Private Capital, LLC | 1,081 | $300.0K | 0.10% | +18+1.7% | Added |
| Fusion Capital, LLC | 1,084 | $301.0K | 0.18% | −26−2.3% | Reduced |
| Smithbridge Asset Management Inc | 1,087 | $302.0K | 0.10% | −100−8.4% | Reduced |
| Smart Money Group LLC | 1,700 | $303.0K | 0.35% | +297+21.2% | Added |
| Golden Green, Inc. | 1,091 | $303.0K | 0.23% | +5+0.5% | Added |
| Echo Street Capital Management LLC | 1,094 | $304.0K | 0.00% | −1,447−56.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,095 | $304.0K | 0.07% | −10−0.9% | Reduced |
| Managed Account Services Inc | 1,095 | $304.0K | 0.07% | −4−0.4% | Reduced |
| Demars Financial Group, LLC | 1,100 | $306.0K | 0.18% | −190−14.7% | Reduced |
| Howard Capital Management Inc. | 1,100 | $306.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 1,102 | $306.0K | 0.20% | −5−0.5% | Reduced |
| Trustees of Columbia University in the City of New York | 1,100 | $306.0K | 0.45% | 00.0% | Unchanged |
| American Asset Management Inc. | 1,102 | $306.0K | 0.24% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,100 | $306.0K | 0.00% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,100 | $306.0K | 0.06% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,100 | $306.0K | 0.23% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,104 | $307.0K | 0.17% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,109 | $308.0K | 0.20% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,112 | $309.0K | 0.16% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,115 | $310.0K | 0.11% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,117 | $310.0K | 0.22% | +148+15.3% | Added |
| Oak Family Advisors, LLC | 1,119 | $311.0K | 0.19% | −97−8.0% | Reduced |