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 |
|---|---|---|---|---|---|
| Optas, LLC | 1,352 | $376.0K | 0.11% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,357 | $377.0K | 0.15% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,360 | $378.0K | 0.12% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 1,360 | $378.0K | 0.75% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $379.0K | 0.09% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,364 | $379.0K | 0.14% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,380 | $384.0K | 0.37% | 00.0% | Unchanged |
| Rollins Financial | 1,385 | $385.0K | 0.14% | +1,385 | New |
| Cidel Asset Management Inc | 1,394 | $387.0K | 0.02% | 00.0% | Unchanged |
| Asset Planning Corporation | 1,391 | $387.0K | 0.38% | +332+31.4% | Added |
| Defined Wealth Management, LLC | 1,396 | $388.0K | 0.34% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,405 | $390.0K | 0.24% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,408 | $391.0K | 0.14% | +5+0.4% | Added |
| Baker Boyer National Bank | 1,431 | $391.0K | 0.20% | +1,431 | New |
| Bellevue Asset Management, LLC | 1,410 | $392.0K | 0.24% | −2−0.1% | Reduced |
| Navalign, LLC | 1,418 | $394.0K | 0.17% | +1,417+141,700.0% | Added |
| JGP Wealth Management, LLC | 1,417 | $394.0K | 0.08% | +199+16.3% | Added |
| Legacy Wealth Management, LLC | 1,420 | $394.6K | 0.22% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,425 | $396.0K | 0.12% | −350−19.7% | Reduced |
| HM Capital Management, LLC | 1,426 | $396.0K | 0.17% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,428 | $396.9K | 0.11% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,430 | $397.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,433 | $398.0K | 0.10% | −1,433−50.0% | Reduced |
| Northern Oak Wealth Management Inc | 1,433 | $398.0K | 0.05% | 00.0% | Unchanged |
| HNP Capital LLC | 1,433 | $398.0K | 0.11% | 00.0% | Unchanged |
| Curi Capital | 1,433 | $398.0K | 0.20% | +15+1.1% | Added |
| McIlrath & Eck, LLC | 1,431 | $398.0K | 0.12% | +162+12.8% | Added |
| VERITY Wealth Advisors | 1,442 | $401.0K | 0.36% | −100−6.5% | Reduced |
| blooom, inc. | 6,810 | $401.0K | 0.30% | −10.0% | Reduced |
| Bogart Wealth, LLC | 1,443 | $401.0K | 0.04% | +101+7.5% | Added |
| Heritage Wealth Management, LLC | 1,446 | $402.0K | 0.15% | −534−27.0% | Reduced |
| Elk River Wealth Management, LLC | 1,445 | $402.0K | 0.10% | −340−19.0% | Reduced |
| Claybrook Capital, LLC | 1,454 | $404.0K | 0.13% | −11,866−89.1% | Reduced |
| SevenBridge Financial Group, LLC | 1,454 | $404.0K | 0.13% | −200−12.1% | Reduced |
| CCG Wealth Management, LLC | 1,454 | $404.0K | 0.31% | −71−4.7% | Reduced |
| Boyar Asset Management Inc. | 1,456 | $405.0K | 0.26% | +15+1.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,460 | $405.8K | 0.43% | +1,460 | New |
| Corundum Group, Inc. | 1,471 | $409.0K | 0.27% | +2+0.1% | Added |
| High Falls Advisors, Inc | 1,477 | $410.0K | 0.11% | −1,468−49.8% | Reduced |
| Nixon Peabody Trust Co | 1,472 | $410.0K | 0.16% | −445−23.2% | Reduced |
| RiverGlades Family Offices LLC | 1,475 | $410.0K | 0.32% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $410.0K | 0.03% | – | – |
| MBA Advisors LLC | 1,474 | $410.0K | 0.31% | +23+1.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,476 | $410.2K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,478 | $411.0K | 0.16% | −2,357−61.5% | Reduced |
| Ade, LLC | 1,481 | $412.0K | 0.38% | 00.0% | Unchanged |
| TSFG, LLC | 1,485 | $413.0K | 0.17% | +75+5.3% | Added |
| Woodward Diversified Capital, LLC | 1,488 | $414.0K | 0.24% | −44−2.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,490 | $414.0K | 0.22% | +84+6.0% | Added |
| McAdam, LLC | 1,479 | $414.0K | 0.05% | +279+23.3% | Added |
| PFG Private Wealth Management, LLC | 1,493 | $415.0K | 0.27% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 1,496 | $416.0K | 0.19% | +446+42.5% | Added |
| Selway Asset Management | 1,500 | $417.0K | 0.22% | 00.0% | Unchanged |
| Truefg, LLC | 1,499 | $417.0K | 0.21% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,500 | $417.0K | 0.21% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,505 | $418.0K | 0.25% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,509 | $419.0K | 0.04% | +100+7.1% | Added |
| CMG Global Holdings, LLC | 1,508 | $419.0K | 0.32% | +1,508 | New |
| Cahaba Wealth Management, Inc. | 1,512 | $420.0K | 0.06% | −283−15.8% | Reduced |
| Adell Harriman & Carpenter Inc | 1,512 | $420.2K | 0.04% | −175−10.4% | Reduced |
| B&D White Capital Company, LLC | 1,518 | $421.0K | 0.19% | +40+2.7% | Added |
| Hexagon Capital Partners LLC | 1,523 | $423.0K | 0.12% | +278+22.3% | Added |
| Capital Planning LLC | 1,525 | $424.0K | 0.18% | −9−0.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,526 | $424.0K | 0.11% | −4−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,530 | $425.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,535 | $427.0K | 0.28% | −10,558−87.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,543 | $429.0K | 0.13% | −3,895−71.6% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,545 | $429.0K | 0.19% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,547 | $430.0K | 0.28% | −310−16.7% | Reduced |
| Enterprise Trust & Investment Co | 1,548 | $430.0K | 0.18% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,548 | $430.0K | 0.09% | +29+1.9% | Added |
| German American Bancorp, Inc. | 1,550 | $431.0K | 0.07% | +115+8.0% | Added |
| Berkeley Capital Partners, LLC | 1,553 | $432.0K | 0.19% | +25+1.6% | Added |
| Heritage Way Advisors, LLC | 1,568 | $436.0K | 0.18% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,567 | $436.0K | 0.25% | +341+27.8% | Added |
| TRH Financial, LLC | 1,574 | $437.0K | 0.19% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,571 | $437.0K | 0.31% | +50+3.3% | Added |
| Meridian Investment Counsel Inc. | 1,576 | $438.0K | 0.15% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,575 | $438.0K | 0.28% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,575 | $438.0K | 0.15% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,577 | $438.0K | 0.39% | +84+5.6% | Added |
| Capula Management Ltd | 1,576 | $438.0K | 0.08% | +1,576 | New |
| Relative Value Partners Group, LLC | 1,578 | $439.0K | 0.03% | −240−13.2% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $439.0K | 0.30% | −79−4.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,583 | $440.0K | 0.27% | −100−5.9% | Reduced |
| Meridian Management Co | 1,582 | $440.0K | 0.13% | +1,582 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $442.0K | 0.03% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,591 | $442.0K | 0.14% | +55+3.6% | Added |
| Campion Asset Management LLC | 1,595 | $443.0K | 0.37% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,595 | $443.0K | 0.25% | +1,595 | New |
| Donald L. Hagan, LLC | 1,597 | $444.0K | 0.26% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,602 | $445.0K | 0.02% | −6,327−79.8% | Reduced |
| Rodgers Brothers Inc. | 1,600 | $445.0K | 0.09% | 00.0% | Unchanged |
| Odey Holdings Ltd | 1,600 | $445.0K | 3.79% | +1,600 | New |
| Shoker Investment Counsel, Inc. | 1,605 | $446.0K | 0.22% | 00.0% | Unchanged |
| CAMG Solamere Management, LLC | 1,606 | $446.0K | 0.38% | 00.0% | Unchanged |
| Bell Bank | 1,612 | $448.0K | 0.06% | −358−18.2% | Reduced |
| Trustco Bank Corp N Y | 1,616 | $449.0K | 0.40% | 00.0% | Unchanged |
| Country Trust Bank | 1,615 | $449.0K | 0.01% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,617 | $449.0K | 0.18% | +300+22.8% | Added |