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; 4,928 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, Q3 2021
Institutional positions in Berkshire Hathaway Inc as of Sep 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
- 3,018
- +19 vs. Q2 2021
- Shares held
- 856.4M
- −16.7M (−1.9%) vs. Q2 2021
- Total value
- $233.6B
- −$8.85B (−3.6%) vs. Q2 2021
- New holders
- 111
- 1,185 more added
- Sold out
- 92
- 1,161 more reduced
45 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DRH Investments, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $6.00K | 0.00% | – | – |
| Eukles Asset Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 27 | $7.00K | 0.00% | +27 | New |
| Solstein Capital, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 27 | $8.00K | 0.05% | +27 | New |
| Kozak & Associates, Inc. | 33 | $9.00K | 0.01% | +33 | New |
| Rational Advisors LLC | 37 | $10.0K | 0.00% | +37 | New |
| Ravenstone Capital Management Inc. | 38 | $10.4K | 0.01% | −565−93.7% | Reduced |
| Point72 Hong Kong Ltd | 46 | $13.0K | 0.00% | +46 | New |
| Psagot Investment House Ltd. | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 50 | $14.0K | 0.00% | +50 | New |
| Stuart Chaussee & Associates, Inc. | 54 | $15.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 76 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Counselling Inc | 81 | $22.0K | 0.05% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 95 | $25.9K | 0.01% | −25−20.8% | Reduced |
| Bray Capital Advisors | 97 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 95 | $26.0K | 0.01% | +10+11.8% | Added |
| Lowe Wealth Advisors, LLC | 100 | $27.0K | 0.01% | −100−50.0% | Reduced |
| Belmont Capital, LLC | 100 | $27.0K | 0.02% | −50−33.3% | Reduced |
| Birch Capital Management, LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 133 | $28.0K | 0.00% | −63−32.1% | Reduced |
| Emfo, LLC | 110 | $30.0K | 0.03% | −290−72.5% | Reduced |
| Newton One Investments LLC | 117 | $32.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 125 | $34.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 125 | $34.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 118 | $36.6K | 0.01% | −16−11.9% | Reduced |
| Delos Wealth Advisors, LLC | 141 | $38.0K | 0.04% | 00.0% | Unchanged |
| Interactive Financial Advisors | 150 | $41.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 151 | $41.0K | 0.02% | +151 | New |
| Ironwood Financial, llc | 158 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 171 | $47.0K | 0.03% | −75−30.5% | Reduced |
| USA Financial Portformulas Corp | 199 | $54.0K | 0.05% | −9−4.3% | Reduced |
| Wilen Investment Management Corp. | 200 | $54.0K | 0.04% | +200 | New |
| Contravisory Investment Management, Inc. | 201 | $55.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 215 | $59.3K | 0.03% | −191−47.0% | Reduced |
| Tucker Asset Management LLC | 223 | $64.0K | 0.02% | 00.0% | Unchanged |
| Corbenic Partners LLC | 246 | $67.0K | 0.02% | −73−22.9% | Reduced |
| Core Alternative Capital | 246 | $67.0K | 0.01% | +246 | New |
| Core Wealth Advisors, Inc. | 266 | $73.0K | 0.05% | −21−7.3% | Reduced |
| IAG Wealth Partners, LLC | 274 | $75.0K | 0.03% | −10−3.5% | Reduced |
| Silvant Capital Management LLC | 283 | $77.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 300 | $82.0K | 0.02% | −2,666−89.9% | Reduced |
| Selective Wealth Management, Inc. | 299 | $82.0K | 0.04% | +125+71.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 317 | $87.0K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 334 | $91.0K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 342 | $93.0K | 0.08% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 350 | $95.5K | 0.05% | 00.0% | Unchanged |
| NewSquare Capital LLC | 357 | $97.0K | 0.01% | +145+68.4% | Added |
| HighMark Wealth Management LLC | 364 | $99.0K | 0.07% | −56−13.3% | Reduced |
| Red Tortoise LLC | 374 | $100.0K | 0.08% | +374 | New |
| Holloway Wealth Management, LLC | – | $103.0K | 0.03% | – | – |
| Altshuler Shaham Ltd | 150,275 | $105.0K | 0.00% | +149,517+19,725.2% | Added |
| Stephenson National Bank & Trust | 389 | $106.0K | 0.07% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 400 | $109.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $109.0K | 0.12% | 00.0% | Unchanged |
| Laffer Tengler Investments | 412 | $112.5K | 0.03% | +10+2.5% | Added |
| Investors Research Corp | 417 | $114.0K | 0.04% | +100+31.5% | Added |
| RPG Investment Advisory, LLC | 425 | $116.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 425 | $116.0K | 0.08% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 430 | $117.0K | 0.04% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 456 | $124.0K | 0.07% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 455 | $126.0K | 0.20% | 00.0% | Unchanged |
| Orion Capital Management LLC | 468 | $128.0K | 0.08% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 475 | $130.0K | 0.11% | +475 | New |
| Resolute Partners Group | 484 | $132.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 485 | $132.0K | 0.03% | +55+12.8% | Added |
| Truehand, Inc | 500 | $136.0K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 497 | $136.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $136.0K | 0.05% | +200+66.7% | Added |
| Banco de Sabadell, S.A | 500 | $138.0K | 0.09% | −1,580−76.0% | Reduced |
| Sycomore Asset Management | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 526 | $144.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 526 | $144.0K | 0.01% | +526 | New |
| Magellan Asset Management Ltd | 533 | $145.0K | 0.00% | +350+191.3% | Added |
| American State Bank (Iowa) | 534 | $145.8K | 0.11% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 539 | $147.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 545 | $149.0K | 0.00% | −7,495−93.2% | Reduced |
| Avondale Wealth Management | 550 | $150.0K | 0.15% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 553 | $151.0K | 0.08% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 562 | $153.0K | 0.02% | +555+7,928.6% | Added |
| Wolff Wiese Magana LLC | 568 | $155.0K | 0.11% | −41−6.7% | Reduced |
| Freedman Financial Associates, Inc. | 569 | $155.0K | 0.11% | +22+4.0% | Added |
| Old Second National Bank of Aurora | 595 | $162.0K | 0.04% | +15+2.6% | Added |
| Lipe & Dalton | 605 | $165.0K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $169.2K | 0.20% | +90+17.0% | Added |
| PSI Advisors, LLC | 632 | $172.0K | 0.08% | +632 | New |
| O'Brien Wealth Partners LLC | 638 | $177.0K | 0.06% | −173−21.3% | Reduced |
| First Washington CORP | 650 | $177.0K | 0.06% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 650 | $177.0K | 0.23% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 652 | $177.0K | 0.14% | 00.0% | Unchanged |