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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 2,880 | $800.0K | 0.33% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,890 | $803.0K | 0.10% | +360+14.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 2,905 | $807.0K | 0.71% | −200−6.4% | Reduced |
| BCK Partners, Inc. | 2,909 | $808.0K | 0.53% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 2,915 | $810.0K | 0.72% | +2,915 | New |
| LifeSteps Financial, Inc. | 2,923 | $812.0K | 0.62% | −110−3.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,921 | $812.0K | 0.05% | +101+3.6% | Added |
| Aevitas Wealth Management, Inc. | 2,927 | $813.0K | 0.52% | +128+4.6% | Added |
| FormulaFolio Investments, LLC | 2,929 | $814.0K | 0.27% | +201+7.4% | Added |
| Independent Family Office, LLC | 2,928 | $814.0K | 0.32% | +245+9.1% | Added |
| SeaCrest Wealth Management, LLC | 2,932 | $815.0K | 0.10% | −246−7.7% | Reduced |
| Institutional & Family Asset Management, LLC | 2,940 | $817.0K | 0.14% | +267+10.0% | Added |
| Triton Wealth Management, PLLC | 2,841 | $818.0K | 0.47% | −397−12.3% | Reduced |
| Balentine LLC | 2,943 | $818.0K | 0.03% | +1,684+133.8% | Added |
| Hayden Royal, LLC | 2,951 | $820.0K | 0.45% | −479−14.0% | Reduced |
| Standard Family Office LLC | 2,966 | $824.0K | 0.17% | +300+11.3% | Added |
| Good Life Advisors, LLC | 2,969 | $825.0K | 0.16% | −606−17.0% | Reduced |
| Firethorn Wealth Partners, LLC | 2,972 | $826.0K | 0.69% | 00.0% | Unchanged |
| First Bank & Trust | 2,977 | $827.0K | 0.40% | −214−6.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,986 | $830.0K | 0.07% | −41−1.4% | Reduced |
| Strategic Wealth Management Group, LLC | 2,993 | $832.0K | 0.30% | −303−9.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,011 | $837.0K | 0.62% | +3,011 | New |
| Summit Financial, LLC | 3,016 | $838.2K | 0.08% | +3,016 | New |
| 9258 Wealth Management, LLC | 3,018 | $839.0K | 0.23% | −244−7.5% | Reduced |
| Spirit of America Management Corp | 3,020 | $839.0K | 0.18% | +1,400+86.4% | Added |
| Commerzbank Aktiengesellschaft | 3,025 | $841.0K | 0.05% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,025 | $841.0K | 0.55% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 3,026 | $841.0K | 0.51% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,025 | $841.0K | 0.36% | +420+16.1% | Added |
| MV Capital Management, Inc. | 3,031 | $842.0K | 0.14% | +242+8.7% | Added |
| Concord Wealth Partners | 3,034 | $843.0K | 0.24% | +101+3.4% | Added |
| Strid Group, LLC | 3,040 | $845.0K | 0.19% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,047 | $847.0K | 0.18% | −19−0.6% | Reduced |
| swisspartners Ltd. | 3,050 | $848.0K | 0.60% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,055 | $849.0K | 0.24% | −50−1.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,058 | $849.0K | 0.43% | +365+13.6% | Added |
| Webster Bank, N. A. | 3,060 | $850.0K | 0.09% | −14−0.5% | Reduced |
| Campbell Capital Management Inc | 3,063 | $851.0K | 0.38% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,073 | $854.0K | 0.25% | −215−6.5% | Reduced |
| Dorchester Wealth Management Co | 3,088 | $858.0K | 0.20% | +14+0.5% | Added |
| Symphony Financial, Ltd. Co. | 3,104 | $861.0K | 0.29% | +349+12.7% | Added |
| Weather Gauge Advisory, LLC | 3,100 | $862.0K | 1.00% | −101−3.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 3,108 | $864.0K | 0.31% | +171+5.8% | Added |
| Proffitt & Goodson Inc | 3,117 | $866.0K | 0.16% | −55−1.7% | Reduced |
| Grant Street Asset Management, Inc. | 3,118 | $867.0K | 1.08% | +171+5.8% | Added |
| Chelsea Counsel Co | 3,130 | $870.0K | 0.40% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,134 | $871.0K | 0.17% | +12+0.4% | Added |
| New Jersey Better Educational Savings Trust | 3,141 | $873.0K | 1.74% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3,150 | $875.0K | 0.38% | −36−1.1% | Reduced |
| DFPG Investments, LLC | 3,140 | $877.0K | 0.33% | −220−6.5% | Reduced |
| Summit Financial Group Inc | 3,164 | $879.0K | 0.33% | −50−1.6% | Reduced |
| Affiance Financial, LLC | 3,173 | $882.0K | 0.37% | −77−2.4% | Reduced |
| Van Strum & Towne Inc. | 3,173 | $882.0K | 0.42% | +40+1.3% | Added |
| Alerus Financial NA | 3,185 | $885.0K | 0.09% | −430−11.9% | Reduced |
| Clarus Group, Inc. | 3,162 | $887.0K | 0.66% | −252−7.4% | Reduced |
| Sterling Financial Planning, Inc. | 3,190 | $887.0K | 0.58% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,190 | $887.0K | 0.29% | +25+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 3,199 | $889.0K | 0.22% | 00.0% | Unchanged |
| Apexium Financial, LP | 3,198 | $889.0K | 0.55% | +18+0.6% | Added |
| Cornerstone Wealth Group, LLC | 3,262 | $889.0K | 0.18% | +626+23.7% | Added |
| PAX Financial Group, LLC | 3,211 | $892.0K | 0.23% | +33+1.0% | Added |
| Liberty Capital Management, Inc. | 3,213 | $893.0K | 0.27% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3,219 | $895.0K | 0.16% | +32+1.0% | Added |
| Kathmere Capital Management, LLC | 3,227 | $897.0K | 0.17% | +12+0.4% | Added |
| Crossvault Capital Management LLC | 3,223 | $897.0K | 0.27% | +780+31.9% | Added |
| Gibson Capital, LLC | 3,249 | $898.0K | 0.23% | +2+0.1% | Added |
| Tandem Capital Management Corp | 3,232 | $898.0K | 0.57% | +41+1.3% | Added |
| Lebenthal Global Advisors, LLC | 3,237 | $899.0K | 0.48% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 3,238 | $900.0K | 0.28% | +175+5.7% | Added |
| Kahn Brothers Group Inc | 3,250 | $903.2K | 0.13% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,263 | $907.0K | 0.18% | −15−0.5% | Reduced |
| Sigma Investment Counselors Inc | 3,281 | $912.0K | 0.07% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,281 | $912.0K | 0.52% | +1,250+61.5% | Added |
| Tranquilli Financial Advisor LLC | 3,286 | $913.0K | 0.69% | +86+2.7% | Added |
| Legacy Wealth Asset Management, LLC | 3,291 | $915.0K | 0.41% | −36−1.1% | Reduced |
| Riverbridge Partners LLC | 3,300 | $917.0K | 0.01% | −13−0.4% | Reduced |
| Willis Johnson & Associates, Inc. | 3,307 | $919.0K | 0.13% | +1,436+76.8% | Added |
| Cary Street Partner Investment Advisory LLC | 3,310 | $920.0K | 0.30% | +2,050+162.7% | Added |
| Portfolio Solutions, LLC | 3,224 | $921.0K | 0.11% | −1,300−28.7% | Reduced |
| First National Bank of South Miami | 3,313 | $921.0K | 0.63% | −13−0.4% | Reduced |
| Formidable Asset Management, LLC | 3,328 | $924.0K | 0.20% | −4,623−58.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,325 | $924.0K | 0.12% | −760−18.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,325 | $924.0K | 0.11% | −405−10.9% | Reduced |
| Acorn Wealth Advisors, LLC | 3,337 | $927.0K | 0.64% | +7+0.2% | Added |
| Northwest Investment Counselors, LLC | 3,339 | $928.0K | 0.26% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,340 | $928.0K | 0.67% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 3,338 | $928.0K | 0.70% | +900+36.9% | Added |
| Kidder Stephen W | 3,343 | $929.0K | 0.29% | −255−7.1% | Reduced |
| Benin Management CORP | 3,344 | $929.0K | 0.30% | −125−3.6% | Reduced |
| Acas, LLC | 3,343 | $929.0K | 1.31% | −55−1.6% | Reduced |
| Sunflower Bank, N.A. | 3,344 | $929.0K | 0.14% | +42+1.3% | Added |
| Baker Avenue Asset Management, LP | 3,347 | $930.0K | 0.05% | +10+0.3% | Added |
| BEAM Asset Management, LLC | 3,348 | $930.0K | 0.80% | +81+2.5% | Added |
| Xcel Wealth Management, LLC | 3,351 | $931.0K | 0.28% | −86−2.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,350 | $931.0K | 0.43% | +3,350 | New |
| Bank of Nova Scotia Trust Co | 3,353 | $932.0K | 0.08% | −1,059−24.0% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 3,375 | $932.0K | 0.12% | −48−1.4% | Reduced |
| Game Plan Financial Advisors, LLC | 3,371 | $937.0K | 0.56% | −100−2.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,377 | $938.0K | 0.23% | 00.0% | Unchanged |
| Penbrook Management LLC | 3,375 | $938.0K | 0.59% | −200−5.6% | Reduced |