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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 1,120 | $311.0K | 0.24% | −25−2.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,124 | $312.0K | 0.10% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 1,131 | $314.0K | 0.14% | −102−8.3% | Reduced |
| Old Point Trust & Financial Services N A | 1,130 | $314.0K | 0.14% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,135 | $315.0K | 0.19% | −150−11.7% | Reduced |
| Mattern Capital Management, LLC | 1,135 | $315.0K | 0.06% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,135 | $315.0K | 0.20% | +50+4.6% | Added |
| Providence Capital Advisors, LLC | 1,138 | $316.0K | 0.10% | +201+21.5% | Added |
| Horan Securities, Inc. | 1,136 | $316.0K | 0.23% | +484+74.2% | Added |
| Souders Financial Advisors | 1,139 | $317.0K | 0.11% | +66+6.2% | Added |
| Financial Planning & Information Services, Inc. | 1,144 | $318.0K | 0.09% | −25−2.1% | Reduced |
| Future Financial Wealth Managment LLC | 1,145 | $318.0K | 0.33% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,143 | $318.0K | 0.11% | −2−0.2% | Reduced |
| Copperwynd Financial, LLC | 1,145 | $318.0K | 0.13% | +14+1.2% | Added |
| Sanders Morris Harris LLC | 1,146 | $318.0K | 0.06% | +182+18.9% | Added |
| Ritter Daniher Financial Advisory, LLC | 1,144 | $318.0K | 0.24% | +400+53.8% | Added |
| C M Bidwell & Associates Ltd | 1,148 | $319.0K | 0.21% | +109+10.5% | Added |
| Cutler Investment Counsel LLC | 1,153 | $320.0K | 0.05% | −139−10.8% | Reduced |
| West Chester Capital Advisors, Inc | 1,154 | $321.0K | 0.25% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,157 | $322.0K | 0.04% | −100−8.0% | Reduced |
| Heartwood Wealth Advisors LLC | 1,160 | $322.0K | 0.05% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,163 | $323.0K | 0.19% | −904−43.7% | Reduced |
| Royal Fund Management, LLC | 1,168 | $324.0K | 0.05% | +123+11.8% | Added |
| Brio Consultants, LLC | 1,170 | $325.0K | 0.08% | +283+31.9% | Added |
| Private Capital Advisors, Inc. | 1,175 | $327.0K | 0.06% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $327.0K | 0.23% | +388+49.2% | Added |
| Clear Street Markets LLC | 1,176 | $327.0K | 0.07% | +1,176 | New |
| XTX Topco Ltd | 1,181 | $328.0K | 0.11% | +1,181 | New |
| RHS Financial, LLC | 1,185 | $329.0K | 0.25% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,187 | $330.0K | 0.11% | −20−1.7% | Reduced |
| Mendel Money Management | 1,197 | $333.0K | 0.21% | −11−0.9% | Reduced |
| Driehaus Capital Management LLC | 1,198 | $333.0K | 0.00% | +1,198 | New |
| Cim, LLC | 1,171 | $334.0K | 0.05% | 00.0% | Unchanged |
| CMC Financial Group | 1,200 | $334.0K | 0.19% | −100−7.7% | Reduced |
| Ratio Wealth Group | 1,216 | $338.0K | 0.12% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,221 | $339.0K | 0.11% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,225 | $340.0K | 0.04% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,222 | $340.0K | 0.20% | +1,222 | New |
| R. W. Roge & Company, Inc. | 1,221 | $342.0K | 0.21% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,235 | $343.0K | 0.24% | −250−16.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,237 | $344.0K | 0.13% | −120−8.8% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,236 | $344.0K | 0.19% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,236 | $344.0K | 0.18% | +1,236 | New |
| RBF Capital, LLC | 1,241 | $345.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,240 | $345.0K | 0.09% | 00.0% | Unchanged |
| Human Investing LLC | 1,241 | $345.0K | 0.08% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,241 | $345.0K | 0.08% | +59+5.0% | Added |
| Total Investment Management Inc | 1,242 | $345.0K | 0.06% | −367−22.8% | Reduced |
| Dividend Assets Capital, LLC | 1,244 | $346.0K | 0.07% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 1,250 | $347.0K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,249 | $347.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,251 | $348.0K | 0.02% | −17,985−93.5% | Reduced |
| Trillium Asset Management, LLC | 1,251 | $348.0K | 0.01% | −570−31.3% | Reduced |
| Accuvest Global Advisors | 1,255 | $349.0K | 0.18% | −64−4.9% | Reduced |
| Harbour Capital Advisors, LLC | 1,255 | $349.0K | 0.09% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,256 | $349.0K | 0.18% | +1,256 | New |
| Peddock Capital Advisors, LLC | 1,259 | $350.0K | 0.12% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,266 | $351.0K | 0.26% | 00.0% | Unchanged |
| BT Wealth Management LLC | 1,263 | $351.0K | 0.11% | +201+18.9% | Added |
| Pacitti Group Inc. | 1,273 | $353.0K | 0.21% | −44−3.3% | Reduced |
| F&V Capital Management, LLC | 1,270 | $353.0K | 0.13% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,275 | $354.3K | 0.46% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,279 | $355.0K | 0.09% | +11+0.9% | Added |
| Charter Research & Investment Group, Inc. | 1,283 | $357.0K | 0.30% | −525−29.0% | Reduced |
| USAdvisors Wealth Management, LLC | 1,288 | $358.0K | 0.19% | −560−30.3% | Reduced |
| CFM Wealth Partners LLC | 1,289 | $358.0K | 0.10% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 1,288 | $358.0K | 0.15% | +8+0.6% | Added |
| Rock Point Advisors, LLC | 1,290 | $359.0K | 0.10% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,293 | $359.0K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,292 | $359.0K | 0.11% | +20+1.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,297 | $360.0K | 0.13% | −340−20.8% | Reduced |
| Kalos Management, Inc. | 1,255 | $360.0K | 0.15% | −109−8.0% | Reduced |
| Cohen Capital Management, Inc. | 1,294 | $360.0K | 0.06% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,300 | $361.0K | 0.15% | +40+3.2% | Added |
| Mountain Capital Investment Advisors, Inc | 1,322 | $362.0K | 0.17% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 1,301 | $362.0K | 0.06% | −5−0.4% | Reduced |
| Epstein & White Financial LLC | 1,305 | $362.0K | 0.10% | +307+30.8% | Added |
| Sandbox Financial Partners, LLC | 1,306 | $363.0K | 0.27% | +450+52.6% | Added |
| Bond & Devick Financial Network, Inc. | 1,314 | $365.0K | 0.30% | −350−21.0% | Reduced |
| Wealthcare Capital Management LLC | 1,312 | $365.0K | 0.04% | +35+2.7% | Added |
| Strategic Investment Advisors | 1,315 | $365.0K | 0.08% | +245+22.9% | Added |
| Marotta Asset Management | 1,304 | $365.3K | 0.09% | −54−4.0% | Reduced |
| SWS Partners | 1,320 | $367.0K | 0.24% | −3,384−71.9% | Reduced |
| Indie Asset Partners, LLC | 1,320 | $367.0K | 0.30% | −50−3.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,319 | $367.0K | 0.20% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,324 | $368.0K | 0.22% | +149+12.7% | Added |
| Aveo Capital Partners, LLC | 1,323 | $368.0K | 0.08% | +179+15.6% | Added |
| Barber Financial Group, Inc. | 1,326 | $369.0K | 0.05% | −9−0.7% | Reduced |
| Skba Capital Management LLC | 1,329 | $369.0K | 0.07% | 00.0% | Unchanged |
| FC Advisory LLC | 1,333 | $370.0K | 0.16% | −750−36.0% | Reduced |
| CSS LLC | 1,333 | $370.0K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,335 | $371.0K | 0.12% | −182−12.0% | Reduced |
| Cowa, LLC | 1,334 | $371.0K | 0.23% | −75−5.3% | Reduced |
| Davis-Rea Ltd. | 1,339 | $372.0K | 0.18% | −7−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,341 | $372.0K | 0.05% | +1,341 | New |
| Clare Market Investments LLC | 1,344 | $373.5K | 0.12% | −315−19.0% | Reduced |
| Omega Financial Group, LLC | 1,347 | $374.0K | 0.18% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 1,350 | $375.0K | 0.19% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,350 | $375.0K | 0.24% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,350 | $375.0K | 0.10% | +100+8.0% | Added |