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 |
|---|---|---|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 126,289 | $35.1M | 14.01% | −645−0.5% | Reduced |
| Rothschild & Co Asset Management US Inc. | 125,642 | $34.9M | 0.41% | +372+0.3% | Added |
| Defender Capital, LLC. | 125,008 | $34.7M | 11.54% | −3,939−3.1% | Reduced |
| Washington Trust Co | 123,840 | $34.4M | 0.97% | −616−0.5% | Reduced |
| Jane Street Group, LLC | 122,477 | $34.0M | 0.09% | −38,706−24.0% | Reduced |
| Hendershot Investments Inc. | 121,448 | $33.8M | 7.35% | +1,050+0.9% | Added |
| Harvey Investment Co LLC | 120,610 | $33.5M | 4.42% | +1,036+0.9% | Added |
| Marshall Wace, LLP | 120,208 | $33.4M | 0.18% | −73,577−38.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 119,974 | $33.3M | 0.66% | +92,678+339.5% | Added |
| Regentatlantic Capital LLC | 118,672 | $33.0M | 1.01% | +1,102+0.9% | Added |
| Louisiana State Employees Retirement System | 118,200 | $32.9M | 0.80% | +100+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,596 | $32.7M | 0.58% | −16,989−12.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 117,288 | $32.6M | 11.98% | +1,481+1.3% | Added |
| Gofen & Glossberg LLC | 116,735 | $32.4M | 0.77% | −910−0.8% | Reduced |
| Wintrust Investments LLC | 116,624 | $32.4M | 3.33% | −3,488−2.9% | Reduced |
| Covington Capital Management | 115,889 | $32.2M | 1.26% | −4,319−3.6% | Reduced |
| Academy Capital Management Inc | 114,740 | $31.9M | 12.99% | +34,624+43.2% | Added |
| Citadel Investment Advisory, Inc. | 114,657 | $31.9M | 19.70% | −2,955−2.5% | Reduced |
| Trust Co of Vermont | 114,348 | $31.8M | 2.21% | +2,938+2.6% | Added |
| AE Wealth Management LLC | 114,197 | $31.7M | 0.28% | +27,757+32.1% | Added |
| Saybrook Capital | 114,132 | $31.7M | 8.66% | +380+0.3% | Added |
| Pacer Advisors, Inc. | 113,993 | $31.7M | 0.45% | +2,288+2.0% | Added |
| Martingale Asset Management L P | 113,536 | $31.6M | 0.36% | −15,705−12.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 113,485 | $31.5M | 5.06% | +661+0.6% | Added |
| Cook & Bynum Capital Management, LLC | 114,960 | $31.5M | 24.40% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 113,090 | $31.4M | 0.22% | +73,325+184.4% | Added |
| Welch & Forbes LLC | 111,308 | $30.9M | 0.52% | +4,389+4.1% | Added |
| Fiduciary Trust Co | 111,114 | $30.9M | 0.60% | −1,184−1.1% | Reduced |
| Foundation Resource Management Inc | 111,024 | $30.9M | 6.93% | −3,661−3.2% | Reduced |
| Kentucky Retirement Systems | 110,369 | $30.7M | 1.45% | −9,615−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 110,043 | $30.6M | 0.61% | +3,256+3.0% | Added |
| Easterly Investment Partners LLC | 109,649 | $30.5M | 3.58% | +12,440+12.8% | Added |
| Segment Wealth Management, LLC | 109,295 | $30.4M | 3.61% | +832+0.8% | Added |
| Arthur M. Cohen & Associates, LLC | 109,088 | $30.3M | 6.21% | +2,972+2.8% | Added |
| Elgethun Capital Management | 109,067 | $30.3M | 10.43% | +3,949+3.8% | Added |
| Thomasville National Bank | 108,656 | $30.2M | 3.20% | +7,221+7.1% | Added |
| Spears Abacus Advisors LLC | 107,457 | $29.9M | 2.15% | −990−0.9% | Reduced |
| SFMG, LLC | 107,021 | $29.7M | 3.30% | −403−0.4% | Reduced |
| Grandfield & Dodd, LLC | 106,646 | $29.6M | 2.05% | −856−0.8% | Reduced |
| Agf Investments Inc. | 105,682 | $29.4M | 0.22% | −20,542−16.3% | Reduced |
| Valeo Financial Advisors, LLC | 185,189 | $29.1M | 1.80% | +871+0.5% | Added |
| White Pine Investment CO | 104,284 | $29.0M | 9.98% | −6,559−5.9% | Reduced |
| Cadinha & Co LLC | 104,077 | $28.9M | 3.89% | +1,736+1.7% | Added |
| Fulton Breakefield Broenniman LLC | 103,928 | $28.9M | 2.47% | +965+0.9% | Added |
| Regions Financial Corp | 103,675 | $28.8M | 0.25% | −1,267−1.2% | Reduced |
| Alberta Investment Management Corp | 103,500 | $28.8M | 0.24% | +12,400+13.6% | Added |
| Sequoia Financial Advisors, LLC | 103,133 | $28.7M | 1.05% | +6,513+6.7% | Added |
| Amussen Hunsaker Associates LLC | 103,007 | $28.6M | 8.18% | +4,339+4.4% | Added |
| Claret Asset Management Corp | 102,979 | $28.6M | 4.69% | −506−0.5% | Reduced |
| Smith, Salley & Associates | 102,565 | $28.5M | 2.31% | +2,137+2.1% | Added |
| SEI Investments Co | 102,458 | $28.5M | 0.06% | −8,185−7.4% | Reduced |
| Lincoln Capital LLC | 102,462 | $28.5M | 7.98% | −435−0.4% | Reduced |
| Culbertson A N & Co Inc | 102,221 | $28.4M | 5.92% | −121−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 101,924 | $28.3M | 0.14% | −64,269−38.7% | Reduced |
| Portland Investment Counsel Inc. | 101,581 | $28.3M | 13.92% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 101,649 | $28.3M | 3.17% | −28,150−21.7% | Reduced |
| Gamble Jones Investment Counsel | 101,176 | $28.1M | 1.82% | −1,140−1.1% | Reduced |
| Steginsky Capital LLC | 101,113 | $28.1M | 11.25% | −1,668−1.6% | Reduced |
| First Nebraska Trust Co | 100,823 | $28.0M | 3.65% | −440−0.4% | Reduced |
| South State Corp. | 100,571 | $27.9M | 2.41% | +449+0.4% | Added |
| Guggenheim Capital LLC | 100,442 | $27.9M | 0.17% | +7,757+8.4% | Added |
| Kemnay Advisory Services Inc. | 99,738 | $27.7M | 3.28% | −15,650−13.6% | Reduced |
| Nichols & Pratt Advisers LLP | 98,146 | $27.3M | 2.05% | −9,010−8.4% | Reduced |
| Capital Advisors Inc | 97,983 | $27.2M | 0.82% | +7,154+7.9% | Added |
| Suncoast Equity Management | 97,723 | $27.2M | 3.55% | −428−0.4% | Reduced |
| Badgley Phelps & Bell Inc | 97,533 | $27.1M | 1.01% | +3,674+3.9% | Added |
| JFS Wealth Advisors, LLC | 97,420 | $27.1M | 4.04% | +491+0.5% | Added |
| Associated Banc-Corp | 97,227 | $27.0M | 1.07% | −31,192−24.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 97,053 | $27.0M | 2.46% | 00.0% | Unchanged |
| Retirement Group, LLC | 96,396 | $26.8M | 12.93% | +1,681+1.8% | Added |
| Vontobel Holding Ltd. | 96,644 | $26.7M | 0.23% | +6,699+7.4% | Added |
| Elo Mutual Pension Insurance Co | 95,849 | $26.6M | 0.88% | −3,057−3.1% | Reduced |
| Cetera Advisors LLC | 95,495 | $26.5M | 0.63% | +5,414+6.0% | Added |
| Matthew Goff Investment Advisor, LLC | 95,205 | $26.5M | 6.71% | +2,354+2.5% | Added |
| Cetera Investment Advisers | 94,468 | $26.3M | 0.42% | +10,904+13.0% | Added |
| Avantax Advisory Services, Inc. | 93,829 | $26.1M | 0.47% | +3,957+4.4% | Added |
| Shufro Rose & Co LLC | 93,478 | $26.0M | 1.96% | −5,780−5.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 93,442 | $26.0M | 0.62% | +1,108+1.2% | Added |
| Silvercrest Asset Management Group LLC | 93,276 | $25.9M | 0.17% | −815−0.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 101,302 | $25.9M | 2.27% | −101,302−50.0% | Reduced |
| Meeder Asset Management Inc | 93,028 | $25.9M | 1.21% | −3,426−3.6% | Reduced |
| Professional Advisory Services Inc | 92,205 | $25.6M | 3.72% | −3,887−4.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 91,350 | $25.4M | 0.16% | −3,585−3.8% | Reduced |
| Hutchinson Capital Management | 91,019 | $25.3M | 6.27% | −195−0.2% | Reduced |
| Boston Trust Walden Corp | 90,761 | $25.2M | 0.22% | −41,004−31.1% | Reduced |
| CapWealth Advisors, LLC | 90,413 | $25.1M | 2.73% | +499+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 90,350 | $25.1M | 0.34% | −7,410−7.6% | Reduced |
| True North Advisors, LLC | 90,211 | $25.1M | 5.22% | +2,177+2.5% | Added |
| GoodHaven Capital Management, LLC | 89,694 | $24.9M | 16.59% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 89,547 | $24.9M | 2.12% | −3,099−3.3% | Reduced |
| Quinn Opportunity Partners LLC | 89,321 | $24.8M | 1.55% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 89,039 | $24.7M | 0.65% | −1,575−1.7% | Reduced |
| Heritage Wealth Advisors | 88,784 | $24.7M | 1.52% | +7,815+9.7% | Added |
| Torray LLC | 88,751 | $24.7M | 3.63% | +110+0.1% | Added |
| People's United Financial, Inc. | 88,583 | $24.6M | 0.55% | −525−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 88,299 | $24.5M | 0.58% | +2,467+2.9% | Added |
| Grand Jean Capital Management Inc | 88,087 | $24.5M | 6.07% | −200−0.2% | Reduced |
| Lee Financial Co | 88,074 | $24.5M | 5.19% | +411+0.5% | Added |
| Private Wealth Partners, LLC | 87,865 | $24.4M | 2.26% | +221+0.3% | Added |
| Texas Yale Capital Corp. | 87,649 | $24.4M | 1.39% | −149−0.2% | Reduced |