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 |
|---|---|---|---|---|---|
| Ameritas Investment Company, LLC | 14,525 | $7.88M | 0.38% | −5,284−26.7% | Reduced |
| Toroso Investments, LLC | 28,271 | $7.86M | 0.31% | −13,269−31.9% | Reduced |
| IHT Wealth Management, LLC | 28,250 | $7.85M | 0.50% | +3,140+12.5% | Added |
| McDonald Partners LLC | 28,224 | $7.84M | 1.85% | −285−1.0% | Reduced |
| Northside Capital Management, LLC | 28,222 | $7.84M | 1.97% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 28,128 | $7.82M | 0.32% | +2,019+7.7% | Added |
| Murphy Pohlad Asset Management LLC | 28,108 | $7.81M | 3.16% | +100+0.4% | Added |
| Parallel Advisors, LLC | 28,056 | $7.80M | 0.33% | +2,461+9.6% | Added |
| Cubist Systematic Strategies, LLC | 27,968 | $7.77M | 0.09% | +15,861+131.0% | Added |
| Winch Advisory Services, LLC | 27,954 | $7.77M | 2.79% | +399+1.4% | Added |
| Brooktree Capital Management | 27,951 | $7.77M | 4.99% | +123+0.4% | Added |
| NEXT Financial Group, Inc | 27,847 | $7.74M | 0.62% | +2,616+10.4% | Added |
| Monterey Private Wealth, Inc. | 27,833 | $7.74M | 4.44% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 27,800 | $7.73M | 0.09% | −53,421−65.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 27,758 | $7.71M | 2.66% | −370−1.3% | Reduced |
| Stokes Family Office, LLC | 27,730 | $7.71M | 1.09% | +477+1.8% | Added |
| Profund Advisors LLC | 27,709 | $7.70M | 0.26% | −1,387−4.8% | Reduced |
| Richard Bernstein Advisors LLC | 27,693 | $7.70M | 0.16% | +2,280+9.0% | Added |
| Asset Advisors Investment Management, LLC | 27,664 | $7.69M | 0.85% | −700−2.5% | Reduced |
| HBK Sorce Advisory LLC | 27,651 | $7.68M | 0.42% | +894+3.3% | Added |
| Searcy Financial Services Inc | 27,645 | $7.68M | 4.65% | −554−2.0% | Reduced |
| Knightsbridge Asset Management, LLC | 27,633 | $7.68M | 2.98% | +610+2.3% | Added |
| Bailard, Inc. | 27,572 | $7.66M | 0.26% | −4,945−15.2% | Reduced |
| Longitude (Cayman) Ltd. | 27,500 | $7.64M | 5.00% | −9,875−26.4% | Reduced |
| Citizens National Bank Trust Department | 27,332 | $7.60M | 2.17% | 00.0% | Unchanged |
| Heritage Trust Co | 27,321 | $7.59M | 1.09% | −175−0.6% | Reduced |
| Perigon Wealth Management, LLC | 27,186 | $7.56M | 0.67% | +378+1.4% | Added |
| J.W. Cole Advisors, Inc. | 26,989 | $7.50M | 0.59% | +2,878+11.9% | Added |
| Stone Run Capital, LLC | 26,875 | $7.47M | 2.63% | −150−0.6% | Reduced |
| Courant Investment Management LLC | 26,872 | $7.47M | 6.27% | 00.0% | Unchanged |
| LFL Advisers, LLC | 26,838 | $7.46M | 3.48% | 00.0% | Unchanged |
| Castleview Partners, LLC | 26,831 | $7.46M | 3.27% | +26,831 | New |
| Caldwell Trust Co | 26,700 | $7.42M | 0.97% | −2,000−7.0% | Reduced |
| Mark Stevens | 26,647 | $7.41M | 0.82% | −1,912−6.7% | Reduced |
| Arlington Financial Advisors, LLC | 26,540 | $7.38M | 2.80% | +2,421+10.0% | Added |
| Gifford Fong Associates | 26,500 | $7.37M | 1.43% | 00.0% | Unchanged |
| Keystone Financial Group | 26,472 | $7.36M | 1.33% | +91+0.3% | Added |
| Pallas Capital Advisors LLC | 26,365 | $7.35M | 1.03% | +4,645+21.4% | Added |
| Telemus Capital, LLC | 26,435 | $7.35M | 0.53% | +194+0.7% | Added |
| TBH Global Asset Management, LLC | 26,435 | $7.35M | 1.69% | −29−0.1% | Reduced |
| Farmers Trust Co | 26,405 | $7.34M | 1.62% | −596−2.2% | Reduced |
| Harbour Investments, Inc. | 26,369 | $7.33M | 0.23% | +719+2.8% | Added |
| Glenview Trust Co | 26,229 | $7.29M | 0.28% | +4,709+21.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,137 | $7.26M | 0.34% | −241−0.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 25,991 | $7.22M | 0.21% | −271,147−91.3% | Reduced |
| Auxier Asset Management | 25,953 | $7.21M | 1.20% | −90−0.3% | Reduced |
| AdvisorNet Financial, Inc | 25,955 | $7.21M | 0.48% | +2,056+8.6% | Added |
| Mechanics Bank Trust Department | 25,895 | $7.20M | 1.18% | −546−2.1% | Reduced |
| Savant Capital, LLC | 25,728 | $7.15M | 0.29% | +889+3.6% | Added |
| Strategy Asset Managers LLC | 25,724 | $7.15M | 1.51% | −207−0.8% | Reduced |
| Excalibur Management Corp | 25,581 | $7.11M | 3.22% | +265+1.0% | Added |
| Wall Street Access Asset Management, LLC | 25,502 | $7.09M | 3.99% | +9,252+56.9% | Added |
| Raab & Moskowitz Asset Management LLC | 25,397 | $7.06M | 2.58% | +818+3.3% | Added |
| Smith & Howard Wealth Management, LLC | 25,305 | $7.03M | 3.34% | −3,268−11.4% | Reduced |
| Essex Financial Services, Inc. | 27,493 | $7.02M | 1.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,214 | $7.01M | 0.02% | −12,596−33.3% | Reduced |
| Boston Financial Mangement LLC | 25,189 | $7.00M | 0.28% | +100+0.4% | Added |
| JustInvest LLC | 25,156 | $6.99M | 0.73% | +13,143+109.4% | Added |
| Highlander Capital Management, LLC | 25,145 | $6.99M | 3.49% | −825−3.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 25,144 | $6.99M | 3.45% | −33−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 25,113 | $6.98M | 0.95% | +25,113 | New |
| Trinity Financial Advisors LLC | 25,064 | $6.97M | 4.88% | +221+0.9% | Added |
| Jasper Ridge Partners, L.P. | 25,040 | $6.96M | 0.35% | +40+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,956 | $6.94M | 6.05% | +542+2.2% | Added |
| Banco Santander, S.A. | 24,893 | $6.92M | 0.04% | +6,675+36.6% | Added |
| V Wealth Advisors LLC | 24,727 | $6.88M | 1.10% | +889+3.7% | Added |
| Bel Air Investment Advisors LLC | 24,743 | $6.88M | 0.21% | −3,969−13.8% | Reduced |
| Cutler Group LP | 24,743 | $6.88M | 0.51% | −3,301−11.8% | Reduced |
| Fundamentun, LLC | 24,647 | $6.85M | 1.89% | +1,105+4.7% | Added |
| Twin Tree Management, LP | 24,545 | $6.82M | 0.20% | −65,827−72.8% | Reduced |
| Hartline Investment Corp | 24,537 | $6.82M | 0.86% | +38+0.2% | Added |
| Bickling Financial Services, Inc. | 24,423 | $6.79M | 3.07% | −6,179−20.2% | Reduced |
| Brookstone Capital Management | 24,268 | $6.78M | 0.12% | +11,029+83.3% | Added |
| Anchor Investment Management, LLC | 24,334 | $6.76M | 0.94% | +1,298+5.6% | Added |
| Mairs & Power Inc | 24,228 | $6.73M | 0.07% | −610−2.5% | Reduced |
| Regency Capital Management Inc. | 24,202 | $6.73M | 5.08% | +5,236+27.6% | Added |
| Codex Capital, L.L.C. | 24,100 | $6.70M | 3.50% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 24,062 | $6.69M | 0.15% | +5,205+27.6% | Added |
| Princeton Global Asset Management LLC | 24,006 | $6.67M | 2.03% | −420−1.7% | Reduced |
| Moore Capital Management, LP | 24,000 | $6.67M | 0.12% | −2,500−9.4% | Reduced |
| Clark Estates Inc | 24,000 | $6.67M | 0.87% | 00.0% | Unchanged |
| AMG National Trust Bank | 23,945 | $6.65M | 0.21% | −8,116−25.3% | Reduced |
| SOA Wealth Advisors, LLC. | 23,874 | $6.63M | 1.70% | −1,762−6.9% | Reduced |
| Wealth Architects, LLC | 23,852 | $6.63M | 1.30% | +224+0.9% | Added |
| Financial Insights, Inc. | 23,842 | $6.63M | 5.49% | +483+2.1% | Added |
| LVW Advisors, LLC | 23,818 | $6.62M | 1.18% | +140+0.6% | Added |
| Geneva Partners, LLC | 23,814 | $6.62M | 3.03% | +720+3.1% | Added |
| Moloney Securities Asset Management, LLC | 23,800 | $6.61M | 1.20% | −10,684−31.0% | Reduced |
| Eqis Capital Management, Inc. | 23,710 | $6.59M | 0.49% | −1,001−4.1% | Reduced |
| Stock Yards Bank & Trust Co | 23,543 | $6.54M | 0.42% | −856−3.5% | Reduced |
| Evergreen Capital Management LLC | 23,527 | $6.54M | 0.31% | −237−1.0% | Reduced |
| RSM US Wealth Management LLC | 23,479 | $6.53M | 0.35% | +788+3.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 23,462 | $6.52M | 0.02% | −6,216−20.9% | Reduced |
| SeaBridge Investment Advisors LLC | 23,450 | $6.52M | 2.10% | −843−3.5% | Reduced |
| HFR Wealth Management, LLC | 23,360 | $6.49M | 1.95% | +23,360 | New |
| First Horizon Advisors, Inc. | 23,247 | $6.46M | 0.35% | +4,048+21.1% | Added |
| Mid Atlantic Financial Management Inc | 23,182 | $6.44M | 0.43% | +2,420+11.7% | Added |
| Foster Group, Inc. | 23,129 | $6.43M | 0.74% | +7,267+45.8% | Added |
| Meritage Portfolio Management | 23,046 | $6.41M | 0.39% | +611+2.7% | Added |
| Annandale Capital, LLC | 22,985 | $6.39M | 3.85% | +1,985+9.5% | Added |