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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 48,555 | $13.5M | 0.30% | −1,337−2.7% | Reduced |
| D L Carlson Investment Group Inc | 48,132 | $13.4M | 2.32% | +77+0.2% | Added |
| Motley Fool Wealth Management, LLC | 48,059 | $13.4M | 0.56% | −505−1.0% | Reduced |
| Bahl & Gaynor Inc | 48,004 | $13.3M | 0.08% | −882−1.8% | Reduced |
| QVT Financial LP | 47,946 | $13.3M | 0.90% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 47,725 | $13.3M | 2.91% | +173+0.4% | Added |
| Velanne Asset Management Ltd | 47,869 | $13.3M | 4.61% | +18,888+65.2% | Added |
| Sprott Inc. | 47,792 | $13.3M | 0.86% | −2,500−5.0% | Reduced |
| Banyan Capital Management, Inc. | 47,553 | $13.2M | 8.22% | −69−0.1% | Reduced |
| Allstate Corp | 47,533 | $13.2M | 0.44% | −4,537−8.7% | Reduced |
| Murphy Capital Management Inc | 47,115 | $13.1M | 1.50% | +1,060+2.3% | Added |
| Wills Financial Group, Inc. | 46,837 | $13.0M | 5.64% | +934+2.0% | Added |
| World Asset Management Inc | 46,800 | $13.0M | 1.19% | −1,731−3.6% | Reduced |
| Lincoln National Corp | 46,683 | $13.0M | 0.28% | +5,793+14.2% | Added |
| Lazard Freres Gestion S.A.S. | 55,588 | $13.0M | 0.42% | −150−0.3% | Reduced |
| Timber Creek Capital Management LLC | 46,119 | $12.8M | 4.16% | +1,031+2.3% | Added |
| QS Investors, LLC | 45,880 | $12.8M | 0.15% | +63+0.1% | Added |
| Freestone Capital Holdings, LLC | 45,769 | $12.7M | 0.64% | +2,042+4.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,591 | $12.7M | 0.50% | +1,413+3.2% | Added |
| Sterling Investment Management, Inc. | 45,541 | $12.7M | 8.30% | −3,478−7.1% | Reduced |
| Court Place Advisors, LLC | 45,475 | $12.6M | 3.68% | −57−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 45,186 | $12.6M | 0.16% | −132,459−74.6% | Reduced |
| Eagle Ridge Investment Management | 45,083 | $12.5M | 1.45% | −634−1.4% | Reduced |
| Howard Hughes Medical Institute | 45,000 | $12.5M | 4.18% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 44,512 | $12.4M | 3.07% | −2,574−5.5% | Reduced |
| Sigma Planning Corp | 44,486 | $12.4M | 0.37% | −1,046−2.3% | Reduced |
| Waldron Private Wealth LLC | 44,385 | $12.3M | 0.79% | −1,394−3.0% | Reduced |
| Ledyard National Bank | 43,920 | $12.2M | 1.25% | −2,529−5.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 43,881 | $12.2M | 0.69% | +167+0.4% | Added |
| Geneos Wealth Management Inc. | 43,591 | $12.2M | 0.47% | −52,436−54.6% | Reduced |
| Qube Research & Technologies Ltd | 43,735 | $12.2M | 0.15% | −45,488−51.0% | Reduced |
| Exchange Capital Management, Inc. | 43,321 | $12.0M | 2.31% | +252+0.6% | Added |
| Knights of Columbus Asset Advisors LLC | 43,284 | $12.0M | 1.11% | +803+1.9% | Added |
| Wade G W & Inc | 43,179 | $12.0M | 0.58% | +1,896+4.6% | Added |
| N.E.W. Advisory Services LLC | 43,118 | $12.0M | 2.01% | −2,793−6.1% | Reduced |
| Massachusetts Financial Services Co | 42,884 | $11.9M | 0.00% | −4,506−9.5% | Reduced |
| Burns J W & Co Inc | 42,679 | $11.9M | 1.86% | −629−1.5% | Reduced |
| Buckley Wealth Management, LLC | 42,644 | $11.9M | 4.07% | −235−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 42,598 | $11.8M | 0.95% | +3,300+8.4% | Added |
| Alexandria Capital, LLC | 42,554 | $11.8M | 1.10% | −1,387−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 42,520 | $11.8M | 0.42% | −847−2.0% | Reduced |
| Allworth Financial LP | 42,448 | $11.8M | 0.22% | −4,131−8.9% | Reduced |
| Spire Wealth Management | 42,433 | $11.8M | 0.32% | −85,238−66.8% | Reduced |
| FineMark National Bank & Trust | 42,195 | $11.7M | 0.48% | −491−1.2% | Reduced |
| Banque Cantonale Vaudoise | 42,042 | $11.7M | 0.52% | +2,007+5.0% | Added |
| Clear Harbor Asset Management, LLC | 41,845 | $11.6M | 1.43% | −2,197−5.0% | Reduced |
| Edge Wealth Management LLC | 41,832 | $11.6M | 2.36% | +49+0.1% | Added |
| Newman & Schimel, LLC | 41,320 | $11.5M | 7.22% | −853−2.0% | Reduced |
| Argent Trust Co | 40,799 | $11.3M | 0.74% | +791+2.0% | Added |
| Twin Focus Capital Partners, LLC | 40,750 | $11.3M | 2.62% | +197+0.5% | Added |
| Financial Avengers, Inc. | 40,699 | $11.3M | 7.66% | +55+0.1% | Added |
| KLCM Advisors, Inc. | 40,653 | $11.3M | 2.50% | +264+0.7% | Added |
| Twin Capital Management Inc | 40,498 | $11.3M | 1.04% | +151+0.4% | Added |
| Dock Street Asset Management Inc | 40,468 | $11.2M | 2.09% | −293−0.7% | Reduced |
| Delta Investment Management, LLC | 40,443 | $11.2M | 3.34% | +72+0.2% | Added |
| Middleton & Co Inc | 40,356 | $11.2M | 1.22% | −7,039−14.9% | Reduced |
| Progeny 3, Inc. | 40,057 | $11.1M | 3.87% | +5,885+17.2% | Added |
| Weybosset Research & Management LLC | 40,027 | $11.1M | 4.52% | −842−2.1% | Reduced |
| Bizma Investimentos Ltda | 40,000 | $11.1M | 5.79% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,900 | $11.1M | 0.06% | +29,900+299.0% | Added |
| Hayek Kallen Investment Management | 39,805 | $11.1M | 4.65% | +104+0.3% | Added |
| McKinley Capital Management LLC /Delaware | 39,611 | $11.0M | 0.77% | −3,120−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 39,539 | $11.0M | 0.29% | −133,218−77.1% | Reduced |
| Summit Financial Strategies, Inc. | 39,533 | $11.0M | 2.33% | +6,154+18.4% | Added |
| HRT Financial LP | 39,439 | $11.0M | 0.10% | −65,142−62.3% | Reduced |
| Stockman Wealth Management, Inc. | 39,265 | $10.9M | 2.61% | +1,644+4.4% | Added |
| Diversified Trust Co | 39,259 | $10.9M | 0.39% | +4,674+13.5% | Added |
| American National Bank | 39,212 | $10.9M | 2.33% | −368−0.9% | Reduced |
| Cornerstone Advisory, LLC | 38,913 | $10.8M | 1.82% | +195+0.5% | Added |
| Illinois Municipal Retirement Fund | 38,831 | $10.8M | 0.44% | +19,519+101.1% | Added |
| Old Dominion Capital Management Inc | 38,776 | $10.8M | 2.30% | +219+0.6% | Added |
| American Trust Investment Advisors, LLC | 38,718 | $10.8M | 5.78% | +285+0.7% | Added |
| Arlington Partners LLC | 38,602 | $10.7M | 3.72% | −1,329−3.3% | Reduced |
| Capital Investment Advisors, LLC | 38,577 | $10.7M | 0.37% | +312+0.8% | Added |
| Kelman-Lazarov, Inc. | 38,559 | $10.7M | 3.74% | −8,699−18.4% | Reduced |
| Ci Investments Inc. | 38,465 | $10.7M | 0.04% | −3,227−7.7% | Reduced |
| Cumberland Advisors Inc | 38,135 | $10.6M | 2.49% | +1,523+4.2% | Added |
| Stolper Co | 38,005 | $10.6M | 4.98% | +267+0.7% | Added |
| First National Trust Co | 37,813 | $10.5M | 0.64% | +692+1.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 37,743 | $10.5M | 1.68% | +615+1.7% | Added |
| Green Square Capital Advisors LLC | 37,715 | $10.5M | 2.87% | −348−0.9% | Reduced |
| Financial Partners Capital Management LLC | 37,588 | $10.4M | 1.92% | −4,051−9.7% | Reduced |
| Covey Capital Advisors, LLC | – | $10.4M | 7.84% | – | – |
| Pineno Levin & Ford Asset Management, Inc. | 37,391 | $10.4M | 3.36% | −95−0.3% | Reduced |
| Frisch Financial Group, Inc. | 37,383 | $10.4M | 3.27% | −462−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 37,200 | $10.3M | 0.18% | −2,000−5.1% | Reduced |
| Muhlenkamp & Co Inc | 37,033 | $10.3M | 3.78% | +58+0.2% | Added |
| Resources Investment Advisors, LLC. | 36,763 | $10.2M | 0.42% | +5,547+17.8% | Added |
| Strategic Wealth Advisors Group, LLC | 36,516 | $10.1M | 0.46% | −856−2.3% | Reduced |
| Patton Fund Management, Inc. | 36,514 | $10.1M | 5.37% | +432+1.2% | Added |
| Clearstead Advisors, LLC | 36,395 | $10.1M | 0.78% | +705+2.0% | Added |
| Keeler Thomas Management LLC | 36,389 | $10.1M | 4.94% | −889−2.4% | Reduced |
| FRG Family Wealth Advisors LLC | 36,178 | $10.1M | 1.91% | +572+1.6% | Added |
| Summit Asset Management, LLC | 35,980 | $10.0M | 3.14% | −205−0.6% | Reduced |
| RB Capital Management, LLC | 35,960 | $9.99M | 3.85% | +458+1.3% | Added |
| Private Asset Management Inc | 35,931 | $9.99M | 1.33% | −781−2.1% | Reduced |
| Manchester Capital Management LLC | 35,903 | $9.98M | 1.37% | +3,850+12.0% | Added |
| Western Wealth Management, LLC | 35,803 | $9.96M | 1.02% | +520+1.5% | Added |
| Boenning & Scattergood, Inc. | 35,828 | $9.96M | 1.73% | −500−1.4% | Reduced |
| HighPoint Advisor Group LLC | 35,795 | $9.95M | 1.00% | +737+2.1% | Added |