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 |
|---|---|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 2,483 | $690.0K | 0.23% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,486 | $691.0K | 0.01% | +42+1.7% | Added |
| Moody National Bank Trust Division | 2,489 | $692.0K | 0.01% | −117−4.5% | Reduced |
| Vista Private Wealth Partners. LLC | 2,484 | $692.0K | 0.29% | −121−4.6% | Reduced |
| Strategic Wealth Designers | 2,490 | $692.0K | 0.25% | +320+14.7% | Added |
| Cairn Investment Group, Inc. | 2,498 | $694.0K | 0.51% | −50−2.0% | Reduced |
| Gleason Group, Inc. | 2,497 | $694.0K | 0.25% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 2,500 | $695.0K | 0.48% | +500+25.0% | Added |
| United Bank | 2,506 | $696.0K | 0.09% | −100−3.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,517 | $700.0K | 0.34% | +132+5.5% | Added |
| Grant/GrossMendelsohn, LLC | 2,527 | $702.0K | 0.60% | 00.0% | Unchanged |
| Surevest, LLC | 2,525 | $702.0K | 0.18% | +92+3.8% | Added |
| Burke & Herbert Bank & Trust Co | 2,541 | $706.0K | 0.45% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,543 | $707.0K | 0.10% | −82−3.1% | Reduced |
| Verity Asset Management, Inc. | 2,545 | $707.0K | 0.39% | +530+26.3% | Added |
| First Horizon Corp | 2,550 | $708.0K | 0.06% | +253+11.0% | Added |
| Legend Financial Advisors, Inc. | 2,546 | $708.0K | 0.46% | +2,546 | New |
| Madden Securities Corp | 2,562 | $712.0K | 0.37% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,569 | $714.0K | 0.19% | −32−1.2% | Reduced |
| Hengehold Capital Management LLC | 2,574 | $715.0K | 0.09% | −499−16.2% | Reduced |
| Engrave Wealth Partners LLC | 2,579 | $717.0K | 0.22% | +311+13.7% | Added |
| Legacy Financial Advisors, Inc. | 2,585 | $718.0K | 0.18% | −120−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,559 | $718.0K | 0.03% | +256+11.1% | Added |
| Aaron Wealth Advisors | 2,588 | $719.0K | 0.24% | +2+0.1% | Added |
| Rockbridge Investment Management, LCC | 2,593 | $720.0K | 0.12% | +50+2.0% | Added |
| Cadent Capital Advisors, LLC | 2,595 | $721.0K | 0.30% | 00.0% | Unchanged |
| Avion Wealth | 2,597 | $722.0K | 0.22% | +100+4.0% | Added |
| Catalyst Private Wealth, LLC | 2,600 | $723.0K | 0.40% | −325−11.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,603 | $723.0K | 0.40% | −50−1.9% | Reduced |
| Clean Yield Group | 2,607 | $725.0K | 0.27% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,129 | $726.0K | 0.40% | +116+3.8% | Added |
| Angeles Investment Advisors, LLC | 2,612 | $726.0K | 0.05% | +2,612 | New |
| Trinity Legacy Partners, LLC | 2,603 | $727.0K | 0.27% | −65−2.4% | Reduced |
| Keebeck Wealth Management, LLC | 2,620 | $728.0K | 0.10% | −25−0.9% | Reduced |
| Winfield Associates, Inc. | 2,629 | $731.0K | 0.27% | −100−3.7% | Reduced |
| Oakwell Private Wealth Management, LLC | 2,632 | $731.0K | 0.47% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,637 | $732.9K | 0.36% | −671,037−99.6% | Reduced |
| KFA Private Wealth Group, LLC | 2,639 | $733.0K | 0.40% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,638 | $733.0K | 0.33% | +57+2.2% | Added |
| Marquette Asset Management, LLC | 2,644 | $735.0K | 0.16% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,643 | $735.0K | 0.38% | +699+36.0% | Added |
| Westwood Management Corp | 2,650 | $736.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,647 | $736.0K | 0.32% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,651 | $737.0K | 0.12% | −845−24.2% | Reduced |
| Blue Chip Partners, Inc. | 2,654 | $738.0K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,660 | $739.0K | 0.14% | −16−0.6% | Reduced |
| CFO4Life Group, LLC | 2,660 | $739.0K | 0.17% | −11−0.4% | Reduced |
| Oxler Private Wealth LLC | 2,665 | $740.0K | 0.32% | +1,350+102.7% | Added |
| Sax Wealth Advisors, LLC | 2,670 | $742.0K | 0.25% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,669 | $742.0K | 0.35% | +15+0.6% | Added |
| Elm Advisors, LLC | 2,675 | $743.0K | 0.44% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,680 | $745.0K | 0.34% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,577 | $745.0K | 0.27% | +75+3.0% | Added |
| Security National Trust Co | 2,687 | $747.0K | 0.17% | +6+0.2% | Added |
| Family Firm, Inc. | 31,580 | $750.0K | 0.20% | +29,020+1,133.6% | Added |
| Matrix Asset Advisors Inc | 2,704 | $751.0K | 0.11% | −26−1.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,703 | $751.0K | 0.05% | 00.0% | Unchanged |
| Asset Planning Services, Ltd. | 2,704 | $751.0K | 0.36% | +187+7.4% | Added |
| Samalin Investment Counsel, LLC | 2,704 | $752.0K | 0.49% | −529−16.4% | Reduced |
| Patron Partners Advisors, LLC | 2,707 | $752.0K | 0.57% | −280−9.4% | Reduced |
| Key Financial Inc | 2,707 | $753.0K | 0.42% | +34+1.3% | Added |
| Arcus Capital Partners, LLC | 2,716 | $755.0K | 0.35% | −461−14.5% | Reduced |
| Capital Square, LLC | 2,698 | $755.0K | 0.56% | +50+1.9% | Added |
| VisionPoint Advisory Group, LLC | 2,719 | $756.0K | 0.34% | −270−9.0% | Reduced |
| F/M Investments LLC | 2,729 | $756.0K | 0.60% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,719 | $756.0K | 0.25% | +403+17.4% | Added |
| Aprio Wealth Management, LLC | 2,727 | $758.0K | 0.36% | +2,727 | New |
| One Capital Management, LLC | 2,733 | $759.0K | 0.07% | +539+24.6% | Added |
| Great Diamond Partners, LLC | 2,737 | $760.0K | 0.21% | −61−2.2% | Reduced |
| Bienville Capital Management, LLC | 2,739 | $761.0K | 0.24% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 2,742 | $762.0K | 0.16% | −22−0.8% | Reduced |
| Cornerstone Capital, Inc. | 2,741 | $762.0K | 0.09% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,746 | $763.0K | 0.42% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 2,755 | $766.0K | 0.14% | −95−3.3% | Reduced |
| Allied Investment Advisors, LLC | 2,755 | $766.0K | 0.29% | +72+2.7% | Added |
| Ackerman Capital Advisors, LLC | 2,771 | $770.0K | 0.18% | −633−18.6% | Reduced |
| CWS Financial Advisors, LLC | 2,792 | $776.0K | 0.31% | 00.0% | Unchanged |
| Gries Financial LLC | 2,791 | $778.0K | 0.25% | +35+1.3% | Added |
| Atlantic Trust, LLC | 2,808 | $780.0K | 0.51% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,819 | $783.0K | 0.10% | −138−4.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 2,820 | $784.0K | 0.04% | −751−21.0% | Reduced |
| FinTrust Capital Advisors, LLC | 2,820 | $784.0K | 0.21% | +234+9.0% | Added |
| Ategra Capital Management, LLC | 2,822 | $784.3K | 0.40% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,825 | $785.0K | 0.47% | −275−8.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 2,806 | $786.0K | 0.05% | −232−7.6% | Reduced |
| Matrix Private Capital Group LLC | 2,836 | $788.0K | 0.43% | −586−17.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,835 | $788.0K | 0.21% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,835 | $788.0K | 0.28% | +365+14.8% | Added |
| Triumph Capital Management | 2,831 | $788.0K | 0.46% | +2,831 | New |
| Smith Anglin Financial, LLC | 2,838 | $789.0K | 0.15% | −1,307−31.5% | Reduced |
| Round Hill Asset Management | 2,840 | $789.0K | 0.39% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,843 | $790.0K | 0.26% | +26+0.9% | Added |
| Fulcrum Equity Management | 2,850 | $792.0K | 0.30% | +150+5.6% | Added |
| Cape Ann Savings Bank | 2,853 | $793.0K | 0.50% | −2,550−47.2% | Reduced |
| Claro Advisors LLC | 2,853 | $793.0K | 0.36% | +83+3.0% | Added |
| Beaton Management Co. Inc. | 2,855 | $793.0K | 0.50% | +100+3.6% | Added |
| Virtue Capital Management, LLC | 2,856 | $794.0K | 0.16% | −293−9.3% | Reduced |
| Susquehanna International Group Ltd. | 2,866 | $797.0K | 0.27% | +1,087+61.1% | Added |
| Courage Miller Partners, LLC | 2,871 | $798.0K | 0.33% | 00.0% | Unchanged |
| South Street Advisors LLC | 2,880 | $800.0K | 0.15% | 00.0% | Unchanged |