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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 2,067 | $574.0K | 0.15% | +2,067 | New |
| Biechele Royce Advisors | 2,072 | $576.0K | 0.25% | −275−11.7% | Reduced |
| Biltmore Capital Advisors LLC | 2,075 | $577.0K | 0.11% | −1,200−36.6% | Reduced |
| Asset Planning Services Inc | 2,075 | $577.0K | 0.33% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 2,080 | $578.0K | 0.38% | −72,369−97.2% | Reduced |
| Harbor Group, Inc. | 2,082 | $579.0K | 0.38% | −120−5.4% | Reduced |
| Winslow Asset Management Inc | 2,084 | $579.0K | 0.11% | +10+0.5% | Added |
| Signature Estate & Investment Advisors LLC | 2,090 | $581.0K | 0.03% | +100+5.0% | Added |
| Capital Advisors, Ltd. LLC | 2,099 | $583.0K | 0.10% | +650+44.9% | Added |
| ERTS Wealth Advisors, LLC | 2,107 | $586.0K | 0.16% | −45−2.1% | Reduced |
| Juncture Wealth Strategies, LLC | 2,038 | $589.0K | 0.34% | +2,038 | New |
| Capital Investment Services of America, Inc. | 2,125 | $591.0K | 0.06% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,136 | $594.0K | 0.20% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,146 | $596.0K | 0.27% | 00.0% | Unchanged |
| Insight Folios Inc | 2,143 | $596.0K | 0.35% | +106+5.2% | Added |
| Kornitzer Capital Management Inc | 2,150 | $598.0K | 0.01% | 00.0% | Unchanged |
| Black Swift Group, LLC | 2,150 | $598.0K | 0.29% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $598.0K | 0.27% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,150 | $598.0K | 0.14% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,169 | $603.0K | 0.09% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2,175 | $605.0K | 0.34% | +175+8.8% | Added |
| White Lighthouse Investment Management Inc. | 2,180 | $606.0K | 0.17% | +550+33.7% | Added |
| Corsicana & Co. | 2,180 | $606.0K | 0.38% | +2,180 | New |
| Valley Brook Capital Group | 2,185 | $607.0K | 0.58% | +50+2.3% | Added |
| Clarkston Capital Partners, LLC | 2,191 | $609.0K | 0.01% | −180−7.6% | Reduced |
| Concentric Wealth Management, LLC | 2,192 | $609.0K | 0.19% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,190 | $609.0K | 0.18% | +65+3.1% | Added |
| Cadence Bank NA | 2,194 | $610.0K | 0.18% | +150+7.3% | Added |
| MEMBERS Trust Co | 2,197 | $611.0K | 0.02% | +95+4.5% | Added |
| Princeton Portfolio Strategies Group LLC | 2,202 | $612.0K | 0.12% | −40−1.8% | Reduced |
| Matisse Capital | 2,205 | $613.0K | 0.19% | −125−5.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,218 | $616.0K | 0.36% | −114−4.9% | Reduced |
| Trellis Advisors, LLC | 2,216 | $616.0K | 0.32% | −10−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 2,225 | $618.0K | 0.13% | 00.0% | Unchanged |
| First United Bank Trust | 2,242 | $623.0K | 0.26% | −550−19.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,443 | $624.0K | 0.38% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,250 | $625.0K | 0.23% | −750−25.0% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $625.0K | 0.08% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 2,249 | $625.0K | 0.06% | 00.0% | Unchanged |
| Financial Consulate Inc. | 2,250 | $625.0K | 0.23% | +2,250 | New |
| ShoreHaven Wealth Partners, LLC | 2,257 | $627.0K | 0.34% | 00.0% | Unchanged |
| South Shore Capital Advisors | 2,257 | $627.0K | 1.13% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 2,260 | $628.0K | 0.04% | −1,150−33.7% | Reduced |
| KG&L Capital Management,LLC | 2,261 | $628.0K | 0.29% | −1,010−30.9% | Reduced |
| Compass Advisory Group LLC | 2,260 | $628.0K | 0.39% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,261 | $628.0K | 0.13% | +240+11.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,263 | $629.0K | 0.17% | +381+20.2% | Added |
| Interchange Capital Partners, LLC | 2,278 | $633.0K | 0.98% | −10−0.4% | Reduced |
| Port Capital LLC | 2,277 | $633.0K | 0.03% | +31+1.4% | Added |
| Radnor Capital Management, LLC | 2,281 | $634.0K | 0.21% | 00.0% | Unchanged |
| Dempze Nancy E | 2,286 | $635.0K | 0.54% | −19−0.8% | Reduced |
| Balyasny Asset Management LLC | 2,285 | $635.0K | 0.00% | +671+41.6% | Added |
| Crew Capital Management, Ltd. | 2,290 | $636.0K | 0.59% | −1,015−30.7% | Reduced |
| Creative Financial Designs Inc | 2,290 | $636.0K | 0.11% | +56+2.5% | Added |
| Everhart Financial Group, Inc. | 2,291 | $637.0K | 0.44% | +2,291 | New |
| Oak Asset Management, LLC | 2,294 | $638.0K | 0.27% | +2,294 | New |
| Denali Advisors LLC | 2,300 | $639.0K | 0.24% | −9,200−80.0% | Reduced |
| Horst & Graben Wealth Management LLC | 2,307 | $641.0K | 0.18% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,313 | $643.0K | 0.05% | +196+9.3% | Added |
| Element Wealth, LLC | 2,321 | $645.0K | 0.50% | +46+2.0% | Added |
| Lenox Wealth Advisors, LLC | 2,323 | $646.0K | 0.08% | −28−1.2% | Reduced |
| Landaas & Co | 2,330 | $648.0K | 0.36% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,332 | $648.0K | 0.29% | +2,332 | New |
| Retirement Solution Inc. | 2,333 | $648.0K | 0.31% | +2,333 | New |
| Verus Financial Partners, Inc. | 2,353 | $652.0K | 0.10% | +24+1.0% | Added |
| Accurate Wealth Management, LLC | 2,350 | $653.0K | 0.57% | +2,350 | New |
| Activest Wealth Management | 2,354 | $654.0K | 0.49% | −613−20.7% | Reduced |
| Vista Investment Management | 2,357 | $655.0K | 0.39% | −16−0.7% | Reduced |
| Palisade Asset Management, LLC | 2,365 | $657.0K | 0.08% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,369 | $658.0K | 0.18% | +250+11.8% | Added |
| Schoolcraft Capital LLC | 2,374 | $659.8K | 0.24% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 2,373 | $660.0K | 0.47% | +39+1.7% | Added |
| Clearview Wealth Advisors LLC | 2,380 | $661.0K | 0.41% | 00.0% | Unchanged |
| Coerente Capital Management | 2,384 | $662.0K | 0.14% | −75−3.1% | Reduced |
| Darwin Advisors, LLC | 2,383 | $662.0K | 0.11% | −38−1.6% | Reduced |
| Wellington Shields Capital Management, LLC | 2,381 | $662.0K | 0.08% | −20−0.8% | Reduced |
| Broadleaf Partners, LLC | 2,384 | $663.0K | 0.23% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,389 | $664.0K | 0.08% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,391 | $665.0K | 0.18% | +16+0.7% | Added |
| One Charles Private Wealth Services, LLC | 2,393 | $665.0K | 0.45% | +2,393 | New |
| Rowland & Co Investment Counsel | 2,403 | $667.8K | 0.16% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,403 | $668.0K | 0.38% | +221+10.1% | Added |
| Wrapmanager Inc | 2,425 | $674.0K | 0.17% | −120−4.7% | Reduced |
| Lutz Financial Services LLC | 2,439 | $678.0K | 0.09% | +530+27.8% | Added |
| StrategIQ Financial Group, LLC | 2,442 | $679.0K | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,444 | $679.0K | 0.06% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 2,447 | $680.0K | 0.46% | −61−2.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,446 | $680.0K | 0.53% | +64+2.7% | Added |
| Keebeck Alpha, LP | 2,455 | $682.0K | 0.24% | +192+8.5% | Added |
| Riggs Asset Managment Co. Inc. | 2,455 | $682.0K | 0.19% | +1,000+68.7% | Added |
| Wealth Dimensions Group, Ltd. | 2,462 | $684.0K | 0.46% | +227+10.2% | Added |
| Legacy Bridge, LLC | 2,466 | $685.0K | 0.39% | −200−7.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,468 | $686.0K | 0.18% | +66+2.7% | Added |
| 360 Financial, Inc. | 2,468 | $686.0K | 0.36% | +594+31.7% | Added |
| RNC Capital Management LLC | 2,473 | $687.0K | 0.04% | +77+3.2% | Added |
| DHJJ Financial Advisors, Ltd. | 2,477 | $688.0K | 0.36% | −18−0.7% | Reduced |
| Mascoma Wealth Management LLC | 2,476 | $688.0K | 0.29% | +48+2.0% | Added |
| Madison Wealth Partners, Inc | 2,477 | $688.0K | 0.39% | +439+21.5% | Added |
| Wells Trecaso Financial Group, LLC | 2,480 | $689.0K | 0.33% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,478 | $689.0K | 0.60% | +2,323+1,498.7% | Added |