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 |
|---|---|---|---|---|---|
| Pecaut & Co. | 87,563 | $24.3M | 15.85% | −4,705−5.1% | Reduced |
| Stephens Inc | 87,306 | $24.3M | 0.36% | −2,225−2.5% | Reduced |
| Menlo Advisors LLC | 87,258 | $24.3M | 13.08% | −2,924−3.2% | Reduced |
| Johnson Investment Counsel Inc | 86,959 | $24.2M | 0.33% | −471−0.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 86,820 | $24.1M | 0.87% | −11,005−11.2% | Reduced |
| Carroll Financial Associates, Inc. | 86,717 | $24.1M | 1.36% | −853−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 86,649 | $24.1M | 0.56% | −5,099−5.6% | Reduced |
| Virtu Financial LLC | 86,571 | $24.1M | 2.34% | −202,523−70.1% | Reduced |
| Jones Financial Companies LLLP | 86,444 | $24.0M | 0.04% | −3,044−3.4% | Reduced |
| Doyle Wealth Management | 86,344 | $24.0M | 1.99% | −651−0.7% | Reduced |
| Allen Capital Group, LLC | 86,203 | $24.0M | 4.91% | −50.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 86,072 | $23.9M | 0.41% | −366−0.4% | Reduced |
| Braun Stacey Associates Inc | 85,957 | $23.9M | 0.93% | −383−0.4% | Reduced |
| Hudson Bay Capital Management LP | 85,000 | $23.6M | 0.30% | +85,000 | New |
| Beaumont Financial Partners, LLC | 84,735 | $23.5M | 1.80% | +2,515+3.1% | Added |
| Foster Dykema Cabot & Co Inc | 84,576 | $23.5M | 2.93% | −1,004−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 84,115 | $23.4M | 0.97% | −983−1.2% | Reduced |
| Security National Bank | 84,066 | $23.4M | 6.15% | +12,760+17.9% | Added |
| Kestra Private Wealth Services, LLC | 83,975 | $23.3M | 1.42% | −2,943−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 83,855 | $23.3M | 0.39% | −14,595−14.8% | Reduced |
| Storebrand Asset Management AS | 83,270 | $23.1M | 0.11% | −2,936−3.4% | Reduced |
| Reik & Co., LLC | 82,754 | $23.0M | 5.87% | −1,012−1.2% | Reduced |
| Wealthfront Advisers LLC | 81,471 | $22.6M | 0.11% | +4,413+5.7% | Added |
| Spinnaker Trust | 81,464 | $22.6M | 1.58% | +209+0.3% | Added |
| Renaissance Technologies LLC | 81,200 | $22.6M | 0.03% | −363,700−81.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 80,444 | $22.4M | 1.42% | −4,620−5.4% | Reduced |
| MAI Capital Management | 80,343 | $22.3M | 0.45% | +2,917+3.8% | Added |
| Becker Capital Management Inc | 80,124 | $22.3M | 0.95% | −426−0.5% | Reduced |
| PEAK6 Investments LLC | 79,813 | $22.2M | 0.59% | −19,651−19.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,319 | $22.0M | 0.04% | +6,366+8.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 79,276 | $22.0M | 0.33% | +12,267+18.3% | Added |
| Massmutual Trust Co FSB | 79,181 | $22.0M | 0.93% | +1,562+2.0% | Added |
| Ami Investment Management Inc | 79,149 | $22.0M | 8.93% | −9,900−11.1% | Reduced |
| Bard Financial Services, Inc. | 78,865 | $21.9M | 1.95% | 00.0% | Unchanged |
| Overbrook Management Corp | 78,400 | $21.8M | 4.56% | −812−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 77,492 | $21.5M | 1.46% | +1,701+2.2% | Added |
| Daiwa Securities Group Inc. | 76,696 | $21.3M | 0.14% | +3,252+4.4% | Added |
| Ieq Capital, LLC | 76,144 | $21.2M | 0.62% | +1,700+2.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 76,067 | $21.1M | 10.00% | +350+0.5% | Added |
| Front Street Capital Management, Inc. | 75,714 | $21.0M | 3.83% | −983−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 74,842 | $20.8M | 0.06% | +16,784+28.9% | Added |
| Prana Capital Management, LP | 74,494 | $20.7M | 1.41% | −69,882−48.4% | Reduced |
| Sierra Capital LLC | 74,408 | $20.7M | 3.84% | −1,780−2.3% | Reduced |
| Fenimore Asset Management Inc | 73,661 | $20.5M | 0.50% | −28,064−27.6% | Reduced |
| Homrich & Berg | 73,601 | $20.5M | 0.48% | +4,418+6.4% | Added |
| Amica Mutual Insurance Co | 73,030 | $20.3M | 2.14% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 73,015 | $20.3M | 3.60% | +645+0.9% | Added |
| American Financial Advisors, LLC | 72,829 | $20.2M | 2.79% | −2,376−3.2% | Reduced |
| Cerity Partners LLC | 72,723 | $20.2M | 0.44% | +2,788+4.0% | Added |
| Rbo & Co LLC | 72,381 | $20.1M | 3.51% | −1,727−2.3% | Reduced |
| Dowling & Yahnke LLC | 72,284 | $20.1M | 1.15% | +1,407+2.0% | Added |
| De Burlo Group Inc | 72,273 | $20.1M | 3.20% | +58,300+417.2% | Added |
| Tredje AP-fonden | 72,105 | $20.0M | 0.42% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 71,572 | $19.9M | 1.83% | +770+1.1% | Added |
| Equitable Holdings, Inc. | 71,161 | $19.8M | 0.34% | +5,824+8.9% | Added |
| SP Asset Management | 69,541 | $19.5M | 2.15% | −100.0% | Reduced |
| Hexavest Inc. | 70,191 | $19.5M | 0.96% | −12,400−15.0% | Reduced |
| Rothschild Investment Corp | 69,461 | $19.3M | 1.54% | −430−0.6% | Reduced |
| Roberts Glore & Co Inc | 69,163 | $19.2M | 5.75% | −2,967−4.1% | Reduced |
| Modera Wealth Management, LLC | 69,150 | $19.2M | 1.04% | +821+1.2% | Added |
| Farmers & Merchants Investments Inc | 69,053 | $19.2M | 0.86% | +92+0.1% | Added |
| Alpha Cubed Investments, LLC | 68,839 | $19.1M | 1.38% | −440−0.6% | Reduced |
| Bessemer Group Inc | 68,582 | $19.1M | 0.04% | +919+1.4% | Added |
| Paloma Partners Management Co | 68,534 | $19.0M | 0.50% | +42,646+164.7% | Added |
| Northeast Financial Consultants Inc | 68,402 | $19.0M | 1.28% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 68,134 | $18.9M | 4.18% | +1,168+1.7% | Added |
| Boston Family Office LLC | 68,028 | $18.9M | 1.35% | +1,591+2.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 67,751 | $18.8M | 1.70% | −173−0.3% | Reduced |
| EP Wealth Advisors, LLC | 67,735 | $18.8M | 0.52% | −1,715−2.5% | Reduced |
| Cabot Wealth Management Inc | 67,707 | $18.8M | 2.51% | −203−0.3% | Reduced |
| Albion Financial Group | 67,698 | $18.8M | 1.63% | +67,698 | New |
| Aspiriant, LLC | 67,602 | $18.8M | 1.06% | −1,183−1.7% | Reduced |
| Advisors Capital Management, LLC | 67,504 | $18.8M | 0.59% | −5,366−7.4% | Reduced |
| Independent Advisor Alliance | 66,992 | $18.6M | 1.02% | +255+0.4% | Added |
| Pinnacle Associates Ltd | 66,981 | $18.6M | 0.34% | +706+1.1% | Added |
| M&R Capital Management Inc | 66,587 | $18.5M | 4.24% | +1,938+3.0% | Added |
| Ashburton (Jersey) Ltd | 66,302 | $18.4M | 7.76% | +566+0.9% | Added |
| Tikehau Investment Management | 65,992 | $18.3M | 3.80% | −33,500−33.7% | Reduced |
| Hoylecohen, LLC | 65,964 | $18.3M | 1.73% | +2,776+4.4% | Added |
| Rockland Trust Co | 65,877 | $18.3M | 1.27% | +59,429+921.7% | Added |
| NN Investment Partners Holdings N.V. | 65,775 | $18.3M | 0.10% | +17,421+36.0% | Added |
| Edgestream Partners, L.P. | 65,753 | $18.3M | 1.08% | −796−1.2% | Reduced |
| Umb Bank N A | 65,729 | $18.3M | 0.42% | −4,013−5.8% | Reduced |
| Hi-Line Capital Management, LLC | 65,404 | $18.2M | 6.91% | +1,628+2.6% | Added |
| Mutual Advisors, LLC | 65,343 | $18.2M | 1.08% | +778+1.2% | Added |
| Lido Advisors, LLC | 65,180 | $18.1M | 0.44% | +984+1.5% | Added |
| Altium Wealth Management LLC | 64,786 | $18.0M | 1.32% | −377−0.6% | Reduced |
| Poehling Capital Management, LLC | 64,629 | $18.0M | 5.72% | −241−0.4% | Reduced |
| Synovus Financial Corp | 64,327 | $17.9M | 0.18% | +4,290+7.1% | Added |
| Close Asset Management Ltd | 64,203 | $17.8M | 0.85% | +7,922+14.1% | Added |
| Beacon Pointe Advisors, LLC | 64,024 | $17.8M | 0.63% | +34,355+115.8% | Added |
| Sittner & Nelson, LLC | 63,741 | $17.7M | 12.48% | −390−0.6% | Reduced |
| Advisor Partners LLC | 63,365 | $17.6M | 1.16% | +246+0.4% | Added |
| Brinker Capital Investments, LLC | 63,133 | $17.5M | 0.23% | +12,440+24.5% | Added |
| Exencial Wealth Advisors, LLC | 63,117 | $17.5M | 0.95% | +920+1.5% | Added |
| Gamco Investors, Inc. Et Al | 62,531 | $17.4M | 0.15% | −575−0.9% | Reduced |
| Country Club Trust Company, n.a. | 62,620 | $17.3M | 1.51% | +1,878+3.1% | Added |
| Pacific Global Investment Management CO | 62,032 | $17.2M | 3.42% | −288−0.5% | Reduced |
| Man Group plc | 61,920 | $17.2M | 0.06% | −6,566−9.6% | Reduced |
| Zuckerman Investment Group, LLC | 61,914 | $17.2M | 2.71% | −10,114−14.0% | Reduced |