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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 217,406 | $60.4M | 0.85% | −239−0.1% | Reduced |
| InterOcean Capital Group, LLC | 212,005 | $58.9M | 3.03% | +2,116+1.0% | Added |
| Hartford Investment Management Co | 211,580 | $58.8M | 1.46% | −4,274−2.0% | Reduced |
| Confluence Investment Management LLC | 208,422 | $57.9M | 0.77% | +111+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 207,219 | $57.6M | 5.38% | +1,095+0.5% | Added |
| Mraz, Amerine & Associates, Inc. | 206,631 | $57.4M | 15.57% | −5,606−2.6% | Reduced |
| CIBC Asset Management Inc | 206,511 | $57.4M | 0.23% | +1,886+0.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 205,808 | $57.2M | 18.99% | +6,043+3.0% | Added |
| Colony Group LLC | 205,700 | $57.2M | 1.14% | −16,844−7.6% | Reduced |
| Staley Capital Advisers Inc | 205,301 | $57.1M | 2.99% | −620−0.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 204,600 | $56.9M | 2.24% | +35,000+20.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 203,535 | $56.6M | 3.15% | +274+0.1% | Added |
| Fairview Capital Investment Management, LLC | 201,374 | $56.0M | 3.85% | +1,174+0.6% | Added |
| Manitou Investment Management Ltd. | 200,829 | $55.8M | 9.78% | +830+0.4% | Added |
| Seizert Capital Partners, LLC | 200,231 | $55.6M | 2.65% | +5,616+2.9% | Added |
| Davis Capital Partners, LLC | 200,000 | $55.6M | 2.98% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 197,927 | $55.0M | 22.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 194,585 | $54.1M | 2.79% | +5,177+2.7% | Added |
| 1832 Asset Management L.P. | 195,315 | $53.9M | 0.10% | −376,422−65.8% | Reduced |
| Beck Mack & Oliver LLC | 192,863 | $53.6M | 1.43% | +618+0.3% | Added |
| S&CO Inc | 191,216 | $53.1M | 4.15% | −540−0.3% | Reduced |
| Avalon Investment & Advisory | 189,540 | $52.7M | 1.17% | +3,967+2.1% | Added |
| Pathstone Family Office, LLC | 188,086 | $52.3M | 1.57% | −4,245−2.2% | Reduced |
| First Foundation Advisors | 187,427 | $52.1M | 2.01% | −38,439−17.0% | Reduced |
| Kiltearn Partners LLP | 186,920 | $51.9M | 2.08% | −28,000−13.0% | Reduced |
| Van Den Berg Management I, Inc | 185,828 | $51.6M | 10.16% | −8,463−4.4% | Reduced |
| Salem Investment Counselors Inc | 185,571 | $51.6M | 2.84% | +1,404+0.8% | Added |
| Qci Asset Management Inc | 184,642 | $51.3M | 3.03% | −1,790−1.0% | Reduced |
| Ergoteles LLC | 184,129 | $51.2M | 1.17% | −112,948−38.0% | Reduced |
| IFM Investors Pty Ltd | 179,221 | $49.8M | 1.02% | +32,494+22.1% | Added |
| Veritable, L.P. | 178,665 | $49.7M | 0.80% | −201−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 177,337 | $49.3M | 0.50% | +682+0.4% | Added |
| Whittier Trust Co | 177,130 | $49.2M | 0.88% | +924+0.5% | Added |
| Smith Chas P & Associates Pa Cpas | 174,433 | $48.5M | 3.77% | −627−0.4% | Reduced |
| Employees Retirement System of Texas | 172,400 | $47.9M | 0.58% | 00.0% | Unchanged |
| Westpac Banking Corp | 171,027 | $47.5M | 0.48% | +8,690+5.4% | Added |
| Prudential PLC | 170,952 | $47.5M | 0.44% | −447,650−72.4% | Reduced |
| First Trust Advisors LP | 169,004 | $47.0M | 0.05% | +24,895+17.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 167,914 | $46.7M | 0.58% | +60,319+56.1% | Added |
| Archon Partners LLC | 166,510 | $46.3M | 5.79% | 00.0% | Unchanged |
| DDD Partners, LLC | 165,091 | $45.9M | 6.97% | +4,136+2.6% | Added |
| CWM, LLC | 164,740 | $45.8M | 0.37% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 164,000 | $45.6M | 2.69% | +125,000+320.5% | Added |
| Parthenon LLC | 163,468 | $45.4M | 6.81% | +1,585+1.0% | Added |
| Financial Counselors Inc | 162,854 | $45.3M | 0.98% | +2,269+1.4% | Added |
| JRM Investment Counsel, LLC | 162,724 | $45.2M | 24.41% | +12,537+8.3% | Added |
| Prospector Partners LLC | 162,690 | $45.2M | 5.69% | +1,110+0.7% | Added |
| Securian Asset Management, Inc | 159,850 | $44.4M | 0.90% | −1,907−1.2% | Reduced |
| Avenir Corp | 159,780 | $44.4M | 3.53% | +186+0.1% | Added |
| East Coast Asset Management, LLC. | 159,252 | $44.3M | 10.30% | +1,073+0.7% | Added |
| MSD Partners, L.P. | 158,557 | $44.1M | 1.43% | −5,634−3.4% | Reduced |
| Roundview Capital LLC | 158,330 | $44.0M | 4.91% | +1,585+1.0% | Added |
| Ironvine Capital Partners, LLC | 157,802 | $43.9M | 4.80% | −13,311−7.8% | Reduced |
| Altrinsic Global Advisors LLC | 157,360 | $43.7M | 1.33% | −80,580−33.9% | Reduced |
| Argent Capital Management LLC | 157,297 | $43.7M | 1.37% | −3,183−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 156,978 | $43.6M | 1.05% | +20.0% | Added |
| Roosevelt Investment Group LLC | 156,407 | $43.5M | 2.62% | +31,607+25.3% | Added |
| Lountzis Asset Management, LLC | 154,822 | $43.0M | 26.23% | −1,697−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 153,545 | $42.7M | 1.61% | +8,544+5.9% | Added |
| MUFG Americas Holdings Corp | 152,258 | $42.3M | 0.78% | −281−0.2% | Reduced |
| Central Trust Co | 152,101 | $42.3M | 1.53% | +190+0.1% | Added |
| Northeast Investment Management | 151,346 | $42.1M | 2.27% | −1,441−0.9% | Reduced |
| Cetera Advisor Networks LLC | 150,869 | $41.9M | 0.59% | +49,856+49.4% | Added |
| Founders Capital Management, LLC | 150,632 | $41.9M | 10.10% | −4,445−2.9% | Reduced |
| Destination Wealth Management | 149,471 | $41.5M | 1.60% | +928+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 149,143 | $41.5M | 0.38% | 00.0% | Unchanged |
| St Germain D J Co Inc | 147,596 | $41.0M | 2.57% | −974−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 147,065 | $41.0M | 3.05% | −185−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 147,299 | $40.9M | 0.23% | +39,414+36.5% | Added |
| Border to Coast Pensions Partnership Ltd | 144,059 | $40.3M | 1.41% | +144,059 | New |
| Capstone Investment Advisors, LLC | 144,467 | $40.1M | 0.95% | +127,261+739.6% | Added |
| Ruffer LLP | 143,860 | $40.0M | 1.12% | −245,181−63.0% | Reduced |
| First National Bank of Omaha | 156,052 | $39.9M | 2.08% | 00.0% | Unchanged |
| Huntington National Bank | 143,362 | $39.8M | 0.40% | +3,159+2.3% | Added |
| Mogy Joel R Investment Counsel Inc | 143,146 | $39.8M | 3.36% | −5,276−3.6% | Reduced |
| Guyasuta Investment Advisors Inc | 143,101 | $39.8M | 2.86% | +708+0.5% | Added |
| Xponance, Inc. | 142,987 | $39.7M | 0.73% | +9,315+7.0% | Added |
| Am Investment Strategies LLC | 132,887 | $39.6M | 10.19% | +971+0.7% | Added |
| Cutter & CO Brokerage, Inc. | 142,493 | $39.6M | 9.11% | −1,355−0.9% | Reduced |
| King Luther Capital Management Corp | 142,289 | $39.5M | 0.19% | −3,835−2.6% | Reduced |
| Maryland State Retirement & Pension System | 142,503 | $39.5M | 1.29% | −2,010−1.4% | Reduced |
| Parsons Capital Management Inc | 140,691 | $39.1M | 2.99% | −1,651−1.2% | Reduced |
| Aquamarine Capital Management, LLC | 140,600 | $39.1M | 18.33% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 140,444 | $39.0M | 0.34% | +12,613+9.9% | Added |
| Philadelphia Trust Co | 139,287 | $38.7M | 2.67% | −2,429−1.7% | Reduced |
| Jacobi Capital Management LLC | 138,625 | $38.5M | 5.09% | −4,213−2.9% | Reduced |
| Greenleaf Trust | 136,755 | $38.0M | 0.47% | −698−0.5% | Reduced |
| DuPont Capital Management Corp | 136,450 | $37.9M | 0.90% | +9,428+7.4% | Added |
| MML Investors Services, LLC | 136,372 | $37.9M | 0.32% | +7,844+6.1% | Added |
| Busey Wealth Management | 135,280 | $37.6M | 1.76% | +3,315+2.5% | Added |
| Shell Asset Management Co | 134,287 | $37.3M | 0.72% | +14,298+11.9% | Added |
| Buckingham Strategic Wealth, LLC | 132,441 | $36.8M | 0.89% | +54,429+69.8% | Added |
| Lafayette Investments, Inc. | 131,626 | $36.6M | 9.97% | +5,645+4.5% | Added |
| Asset Management Advisors, LLC | 131,298 | $36.5M | 25.75% | −492−0.4% | Reduced |
| Waverton Investment Management Ltd | 130,725 | $36.3M | 1.46% | −464−0.4% | Reduced |
| Norris Perne & French LLP | 128,830 | $35.8M | 3.09% | +416+0.3% | Added |
| New Mexico Educational Retirement Board | 127,157 | $35.3M | 1.21% | +6,600+5.5% | Added |
| Stack Financial Management, Inc | 126,826 | $35.2M | 3.03% | +531+0.4% | Added |
| PYA Waltman Capital, LLC | 126,653 | $35.2M | 18.34% | −12,556−9.0% | Reduced |
| WealthPLAN Partners, LLC | 120,544 | $35.1M | 2.47% | +715+0.6% | Added |