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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 3,336 | $911.0K | 0.68% | +50+1.5% | Added |
| Blueprint Investment Partners LLC | 3,341 | $912.0K | 0.46% | +2,444+272.5% | Added |
| DeDora Capital, Inc. | 3,346 | $913.0K | 0.40% | +196+6.2% | Added |
| Doheny Asset Management | 3,350 | $914.0K | 0.65% | −1,515−31.1% | Reduced |
| Premier Asset Management LLC | 3,350 | $914.0K | 0.13% | +3,350 | New |
| One Capital Management, LLC | 3,363 | $917.0K | 0.08% | +630+23.1% | Added |
| AllSquare Wealth Management LLC | 3,362 | $918.0K | 0.55% | −500−12.9% | Reduced |
| BEAM Asset Management, LLC | 3,365 | $918.0K | 0.79% | +17+0.5% | Added |
| Game Plan Financial Advisors, LLC | 3,371 | $920.0K | 0.55% | 00.0% | Unchanged |
| Penbrook Management LLC | 3,375 | $921.0K | 0.58% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,378 | $922.0K | 0.29% | −5−0.1% | Reduced |
| Aristides Capital LLC | 3,394 | $926.0K | 0.69% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,395 | $927.0K | 0.26% | +56+1.7% | Added |
| Lumbard & Kellner, LLC | 3,418 | $933.0K | 0.37% | −160−4.5% | Reduced |
| Sax Wealth Advisors, LLC | 3,419 | $933.0K | 0.22% | +749+28.1% | Added |
| Forbes J M & Co LLP | 3,421 | $934.0K | 0.12% | −150−4.2% | Reduced |
| Hamilton Capital, LLC | 3,423 | $934.0K | 0.08% | +1,408+69.9% | Added |
| Xcel Wealth Management, LLC | 3,431 | $936.0K | 0.27% | +80+2.4% | Added |
| Baker Avenue Asset Management, LP | 3,437 | $938.0K | 0.05% | +90+2.7% | Added |
| CoreFirst Bank & Trust | 3,446 | $941.0K | 0.65% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 3,455 | $943.0K | 0.45% | −20−0.6% | Reduced |
| Sunesis Advisors, LLC | 3,455 | $943.0K | 0.73% | 00.0% | Unchanged |
| HT Partners LLC | 3,463 | $945.0K | 0.29% | +12+0.3% | Added |
| Meridian Wealth Partners, LLC | 3,458 | $945.0K | 0.20% | +30+0.9% | Added |
| TriaGen Wealth Management LLC | 3,469 | $947.0K | 0.52% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 3,474 | $948.0K | 0.27% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,479 | $949.0K | 0.48% | +421+13.8% | Added |
| Aries Wealth Management | 3,479 | $950.0K | 0.40% | −132−3.7% | Reduced |
| Kercheville Advisors, LLC | 3,485 | $951.0K | 0.45% | +5+0.1% | Added |
| Congress Asset Management Co | 3,512 | $959.0K | 0.01% | +1,026+41.3% | Added |
| S.A. Mason LLC | 3,519 | $960.0K | 0.63% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,525 | $962.0K | 0.27% | +3,525 | New |
| Gill Capital Partners, LLC | 3,532 | $964.0K | 0.44% | +149+4.4% | Added |
| Platte River Wealth Advisors, LLC | 3,535 | $965.0K | 0.36% | −2−0.1% | Reduced |
| Bard Associates Inc | 3,535 | $965.0K | 0.33% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 3,535 | $965.0K | 0.35% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3,543 | $967.0K | 0.27% | +33+0.9% | Added |
| Levy Wealth Management Group, LLC | 3,548 | $968.0K | 0.53% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 3,547 | $968.0K | 0.08% | +104+3.0% | Added |
| Boothbay Fund Management, LLC | 3,545 | $968.0K | 0.04% | +1,943+121.3% | Added |
| Capital Financial Planning, LLC | 3,552 | $969.0K | 0.36% | −665−15.8% | Reduced |
| Atlas Private Wealth Management | 3,550 | $969.0K | 0.59% | −10−0.3% | Reduced |
| Gray Wealth Management Inc. | 3,552 | $970.0K | 0.54% | +54+1.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 3,565 | $973.0K | 0.34% | −25−0.7% | Reduced |
| Red Wave Investments LLC | 3,577 | $976.0K | 0.35% | −380−9.6% | Reduced |
| Brown Miller Wealth Management, LLC | 3,579 | $976.0K | 0.61% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,577 | $976.0K | 0.25% | +200+5.9% | Added |
| Karp Capital Management Corp | 3,588 | $979.0K | 0.14% | −100−2.7% | Reduced |
| First Financial Bank - Trust Division | 3,587 | $980.0K | 0.11% | −12−0.3% | Reduced |
| Sequent Asset Management, LLC | 3,601 | $983.0K | 0.56% | −25−0.7% | Reduced |
| Charles Schwab Trust Co | 3,607 | $984.0K | 0.19% | +473+15.1% | Added |
| Fort Pitt Capital Group, LLC | 3,608 | $985.0K | 0.04% | −10,121−73.7% | Reduced |
| Brown Financial Advisory | 3,610 | $985.0K | 0.81% | 00.0% | Unchanged |
| Summit Global Investments | 3,612 | $986.0K | 0.07% | +163+4.7% | Added |
| Archer Investment Corp | 3,618 | $987.5K | 0.37% | −209−5.5% | Reduced |
| Taylor Hoffman Wealth Management | 3,585 | $988.0K | 0.42% | −85−2.3% | Reduced |
| Crewe Advisors LLC | 3,628 | $990.0K | 0.23% | −185−4.9% | Reduced |
| Sharkey, Howes & Javer | 3,631 | $991.0K | 0.26% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,635 | $992.0K | 0.61% | −320−8.1% | Reduced |
| HC Financial Advisors Inc | 3,634 | $992.0K | 0.60% | −110−2.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,635 | $992.0K | 0.15% | −4−0.1% | Reduced |
| Sunflower Bank, N.A. | 3,646 | $995.0K | 0.14% | +302+9.0% | Added |
| UMA Financial Services, Inc. | 3,504 | $996.0K | 0.27% | −227−6.1% | Reduced |
| Trigran Investments, Inc. | 3,650 | $996.0K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 3,655 | $997.0K | 0.17% | −18−0.5% | Reduced |
| Logan Capital Management Inc | 3,653 | $997.0K | 0.05% | +8+0.2% | Added |
| Noesis Capital Mangement Corp | 3,659 | $999.0K | 0.20% | +66+1.8% | Added |
| Investment Partners, Ltd. | 3,665 | $1.00M | 0.45% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,263 | $1.00M | 0.12% | −11−0.3% | Reduced |
| Lantz Financial LLC | 3,672 | $1.00M | 0.51% | −26−0.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,673 | $1.00M | 0.80% | −105−2.8% | Reduced |
| Gibson Capital, LLC | 3,701 | $1.00M | 0.26% | +452+13.9% | Added |
| Prestige Wealth Management Group LLC | 3,691 | $1.01M | 0.26% | +21+0.6% | Added |
| Community Capital Management, Inc. | 3,700 | $1.01M | 1.05% | −1,600−30.2% | Reduced |
| AGF Investments LLC | 3,699 | $1.01M | 0.10% | −130−3.4% | Reduced |
| Good Life Advisors, LLC | 3,703 | $1.01M | 0.14% | +734+24.7% | Added |
| RDA Financial Network | 3,707 | $1.01M | 0.45% | −100−2.6% | Reduced |
| TMD Wealth Management, LLC | 3,723 | $1.02M | 0.43% | +100+2.8% | Added |
| CFS Investment Advisory Services, LLC | 3,729 | $1.02M | 0.14% | +3,729 | New |
| Johnson Midwest Financial, LLC | 3,733 | $1.02M | 0.83% | +41+1.1% | Added |
| First National Bank of Hutchinson | 3,742 | $1.02M | 0.57% | +16+0.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,752 | $1.02M | 0.57% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 3,765 | $1.03M | 0.46% | 00.0% | Unchanged |
| Camden National Bank | 3,781 | $1.03M | 0.20% | +137+3.8% | Added |
| Pennsylvania Capital Management Inc | 3,573 | $1.03M | 0.46% | 00.0% | Unchanged |
| Michael B. Yongue | 3,787 | $1.03M | 0.76% | +210+5.9% | Added |
| Laurel Wealth Planning LLC | 3,789 | $1.03M | 0.83% | +1,311+52.9% | Added |
| Cornerstone National Bank & Trust Co | 3,793 | $1.04M | 0.46% | +354+10.3% | Added |
| Woodward Diversified Capital, LLC | 3,799 | $1.04M | 0.65% | +2,311+155.3% | Added |
| Prudential PLC | 3,805 | $1.04M | 0.01% | −167,147−97.8% | Reduced |
| Advisor OS, LLC | 3,807 | $1.04M | 0.23% | −58−1.5% | Reduced |
| Ahrens Investment Partners LLC | 3,806 | $1.04M | 0.50% | +2+0.1% | Added |
| Covenant Multifamily Offices, LLC | 3,743 | $1.04M | 0.19% | +240+6.9% | Added |
| Retirement Solution Inc. | 3,818 | $1.04M | 0.48% | +1,485+63.7% | Added |
| Phocas Financial Corp. | 3,825 | $1.04M | 0.13% | +935+32.4% | Added |
| Biondo Investment Advisors, LLC | 3,850 | $1.05M | 0.18% | 00.0% | Unchanged |
| Advisory Resource Group | 3,865 | $1.05M | 0.39% | +15+0.4% | Added |
| Sutton Wealth Advisors Inc. | 3,867 | $1.06M | 0.39% | +16+0.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,881 | $1.06M | 0.42% | −986−20.3% | Reduced |
| Altus Wealth Group LLC | 3,911 | $1.07M | 1.06% | 00.0% | Unchanged |