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 |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 1,622 | $451.0K | 0.20% | +645+66.0% | Added |
| Anderson Hoagland & Co | 1,622 | $451.0K | 0.06% | +660+68.6% | Added |
| Zions Bancorporation, N.A. | 1,627 | $452.0K | 0.05% | −12−0.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,625 | $452.0K | 0.27% | −17−1.0% | Reduced |
| Brand Asset Management Group, Inc. | 1,630 | $453.0K | 0.22% | +20+1.2% | Added |
| L & S Advisors Inc | 1,645 | $457.0K | 0.05% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,646 | $457.0K | 0.16% | +22+1.4% | Added |
| John G Ullman & Associates Inc | 1,648 | $458.0K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,648 | $458.0K | 0.15% | +174+11.8% | Added |
| Omnia Family Wealth, LLC | 1,653 | $459.0K | 0.29% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,656 | $460.0K | 0.10% | +25+1.5% | Added |
| Chilton Capital Management LLC | 1,663 | $462.0K | 0.03% | −2,000−54.6% | Reduced |
| First Commonwealth Financial Corp | 1,662 | $462.0K | 0.16% | −115−6.5% | Reduced |
| Williams Financial, LLC | 1,662 | $462.0K | 0.38% | +1+0.1% | Added |
| Veracity Capital LLC | 1,672 | $465.0K | 0.11% | −61−3.5% | Reduced |
| BTC Capital Management, Inc. | 1,681 | $467.0K | 0.05% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 1,686 | $468.0K | 0.05% | −55−3.2% | Reduced |
| Wealth Quarterback LLC | 1,683 | $468.0K | 0.28% | +1,683 | New |
| HBC Financial Services, PLLC | 1,725 | $470.0K | 0.32% | −20−1.1% | Reduced |
| Retirement Planning Group | 1,695 | $471.0K | 0.05% | +15+0.9% | Added |
| Wipfli Financial Advisors LLC, | 1,696 | $471.4K | 0.07% | −48−2.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $475.0K | 0.43% | +1,709 | New |
| Bridgecreek Investment Management, LLC | 1,714 | $476.0K | 0.07% | +214+14.3% | Added |
| Hallmark Capital Management Inc | 1,732 | $481.0K | 0.04% | +442+34.3% | Added |
| Crestone Asset Management LLC | 1,734 | $482.0K | 0.10% | −15−0.9% | Reduced |
| Probity Advisors, Inc. | 1,736 | $482.0K | 0.10% | +166+10.6% | Added |
| White Pine Capital LLC | 1,735 | $483.0K | 0.14% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,741 | $484.0K | 0.21% | −34−1.9% | Reduced |
| Powell Investment Advisors, LLC | 1,755 | $488.0K | 0.30% | −356−16.9% | Reduced |
| Johnson Financial Group, LLC | 1,757 | $488.0K | 0.09% | +171+10.8% | Added |
| Merrion Investment Management Co, LLC | 1,769 | $491.0K | 0.37% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 1,766 | $491.0K | 0.07% | +750+73.8% | Added |
| Beacon Financial Advisory LLC | 1,772 | $492.0K | 0.26% | +825+87.1% | Added |
| Vantage Consulting Group Inc | 1,774 | $493.0K | 0.09% | +418+30.8% | Added |
| Resource Planning Group | 1,775 | $493.0K | 0.29% | +799+81.9% | Added |
| Tempus Wealth Planning, LLC | 1,780 | $495.0K | 0.33% | +50+2.9% | Added |
| AlphaStar Capital Management, LLC | 1,781 | $495.0K | 0.06% | +112+6.7% | Added |
| Connolly Sarah T. | 1,795 | $498.0K | 0.41% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,795 | $499.0K | 0.07% | +950+112.4% | Added |
| Tower Wealth Partners, Inc. | 1,800 | $500.0K | 0.55% | 00.0% | Unchanged |
| Cohen Lawrence B | 1,804 | $501.0K | 0.26% | −350−16.2% | Reduced |
| Ballast, Inc. | 1,807 | $502.0K | 0.21% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,811 | $503.0K | 0.29% | +688+61.3% | Added |
| Single Point Partners, LLC | 1,819 | $506.0K | 0.17% | +1,819 | New |
| Ambassador Advisors, LLC | 1,825 | $507.0K | 0.10% | −95−4.9% | Reduced |
| Aua Capital Management, LLC | 1,825 | $507.0K | 0.31% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,827 | $508.0K | 0.10% | +41+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 1,832 | $509.0K | 0.14% | +43+2.4% | Added |
| One Wealth Advisors, LLC | 1,845 | $513.0K | 0.16% | +139+8.1% | Added |
| Cascade Investment Advisors, Inc. | 1,846 | $513.0K | 0.32% | −770−29.4% | Reduced |
| Triune Financial Partners, LLC | 1,872 | $520.3K | 0.42% | +1,872 | New |
| Fairfield, Bush & Co. | 1,882 | $523.0K | 0.14% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $524.0K | 0.50% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,885 | $524.0K | 0.47% | +72+4.0% | Added |
| GeoWealth Management, LLC | 1,884 | $524.0K | 0.07% | +266+16.4% | Added |
| HBW Advisory Services LLC | 1,887 | $525.0K | 0.14% | +96+5.4% | Added |
| Bollard Group LLC | 1,900 | $528.0K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,900 | $528.0K | 0.43% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,902 | $528.6K | 0.21% | +545+40.2% | Added |
| Eclectic Associates Inc | 1,905 | $529.0K | 0.40% | +38+2.0% | Added |
| Eastern Bank | 1,907 | $530.0K | 0.03% | −20−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 1,914 | $532.0K | 0.11% | −9−0.5% | Reduced |
| Coastal Capital Group, Inc. | 1,919 | $533.0K | 0.13% | −45−2.3% | Reduced |
| Augustine Asset Management Inc | 1,921 | $534.0K | 0.28% | −108−5.3% | Reduced |
| BFT Financial Group, LLC | 1,921 | $534.0K | 0.11% | +116+6.4% | Added |
| Clarity Financial LLC | 1,927 | $536.0K | 0.10% | −440−18.6% | Reduced |
| Prentice Wealth Management LLC | 1,933 | $537.0K | 0.28% | +85+4.6% | Added |
| Ibex Wealth Advisors | 1,938 | $539.0K | 0.11% | +1,938 | New |
| BCJ Capital Management, LLC | 1,942 | $540.0K | 0.06% | +139+7.7% | Added |
| Capital CS Group, LLC | 1,950 | $542.0K | 0.44% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,974 | $549.0K | 0.30% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 1,974 | $549.0K | 0.11% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,986 | $551.0K | 0.23% | +29+1.5% | Added |
| PNC Managed Account Solutions, Inc. | 1,987 | $552.0K | 0.11% | +1,987 | New |
| Vanguard Capital Wealth Advisors | 1,991 | $553.0K | 0.42% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,988 | $553.0K | 0.39% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,988 | $553.0K | 0.07% | +1,988 | New |
| Leisure Capital Management | 1,995 | $554.0K | 0.31% | −40−2.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,977 | $555.0K | 0.32% | +12+0.6% | Added |
| Greenhouse Wealth Management, LLC | 1,998 | $555.0K | 0.52% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,002 | $556.0K | 0.06% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,002 | $556.0K | 0.02% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,000 | $556.0K | 0.03% | +175+9.6% | Added |
| Taconic Capital Advisors LP | 2,000 | $556.0K | 0.02% | +2,000 | New |
| Weld Capital Management LLC | 2,007 | $558.0K | 0.56% | −5,532−73.4% | Reduced |
| Flaharty Asset Management, LLC | 2,011 | $559.0K | 0.12% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,013 | $559.0K | 0.21% | +2,013 | New |
| Hamilton Capital, LLC | 2,015 | $560.0K | 0.05% | +291+16.9% | Added |
| Andesa Financial Management Inc. | 2,018 | $562.0K | 0.17% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,030 | $564.0K | 0.13% | +37+1.9% | Added |
| Centric Wealth Management | 2,035 | $566.0K | 0.20% | −38−1.8% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $566.0K | 0.25% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $566.0K | 0.60% | +2,038 | New |
| Wellspring Financial Advisors, LLC | 2,045 | $568.0K | 0.18% | +87+4.4% | Added |
| Access Financial Services, Inc. | 2,046 | $569.0K | 0.26% | −30−1.4% | Reduced |
| Austin Private Wealth, LLC | 2,048 | $569.0K | 0.13% | +13+0.6% | Added |
| Page Arthur B | 2,065 | $574.0K | 0.41% | −83−3.9% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $574.0K | 0.27% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 2,066 | $574.0K | 0.51% | +22+1.1% | Added |
| Financial Management Professionals, Inc. | 2,066 | $574.0K | 0.15% | +699+51.1% | Added |