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 |
|---|---|---|---|---|---|
| G&S Capital LLC | 3,908 | $1.07M | 0.59% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,917 | $1.07M | 0.20% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,916 | $1.07M | 0.33% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 3,934 | $1.07M | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,939 | $1.07M | 0.15% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,950 | $1.08M | 0.48% | +160+4.2% | Added |
| All Terrain Financial Advisors, LLC | 3,952 | $1.08M | 0.50% | +405+11.4% | Added |
| Armbruster Capital Management, Inc. | 3,957 | $1.08M | 0.31% | +15+0.4% | Added |
| Relyea Zuckerberg Hanson LLC | 3,956 | $1.08M | 0.42% | +392+11.0% | Added |
| O'Dell Group, LLC | 3,961 | $1.08M | 0.34% | 00.0% | Unchanged |
| Brandywine Trust Co | 3,961 | $1.08M | 0.38% | +85+2.2% | Added |
| Holowesko Partners Ltd. | 3,965 | $1.08M | 0.43% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,988 | $1.09M | 0.06% | −24,804−86.1% | Reduced |
| Annex Advisory Services, LLC | 3,992 | $1.09M | 0.09% | 00.0% | Unchanged |
| Puzo Michael J | 4,000 | $1.09M | 0.35% | −750−15.8% | Reduced |
| Northstar Asset Management Inc | 4,014 | $1.10M | 0.29% | −50−1.2% | Reduced |
| DSC Advisors, L.P. | 4,015 | $1.10M | 1.45% | +425+11.8% | Added |
| Stonebridge Capital Advisors LLC | 4,023 | $1.10M | 0.13% | +698+21.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,029 | $1.10M | 0.66% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,042 | $1.10M | 0.31% | +16+0.4% | Added |
| GenTrust, LLC | 4,040 | $1.10M | 0.09% | +116+3.0% | Added |
| Duff & Phelps Investment Management Co | 4,049 | $1.10M | 0.01% | −476−10.5% | Reduced |
| Capstone Financial Advisors, Inc. | 4,054 | $1.11M | 0.09% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 4,054 | $1.11M | 0.07% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,066 | $1.11M | 1.44% | −25−0.6% | Reduced |
| Patten & Patten Inc | 4,072 | $1.11M | 0.08% | −9−0.2% | Reduced |
| Pettinga Financial Advisors, LLC | 4,073 | $1.11M | 0.28% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,074 | $1.11M | 0.05% | +4,074 | New |
| Private Portfolio Partners LLC | 4,080 | $1.11M | 0.32% | +57+1.4% | Added |
| Bourgeon Capital Management LLC | 4,089 | $1.12M | 0.24% | −1,500−26.8% | Reduced |
| Beech Hill Advisors, Inc. | 4,100 | $1.12M | 0.46% | 00.0% | Unchanged |
| Renaissance Group LLC | 4,110 | $1.12M | 0.05% | +4,110 | New |
| Capital Analysts, LLC | 4,121 | $1.13M | 0.07% | −52−1.2% | Reduced |
| Droms Strauss Advisors Inc | 4,138 | $1.13M | 0.54% | +59+1.4% | Added |
| Curated Wealth Partners LLC | 4,138 | $1.13M | 0.63% | +37+0.9% | Added |
| Legacy Wealth Planning, LLC | 4,153 | $1.13M | 1.27% | −32−0.8% | Reduced |
| St. Louis Trust Co | 4,150 | $1.13M | 0.30% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 4,154 | $1.13M | 0.16% | +1,500+56.5% | Added |
| Greystone Financial Group, LLC | 4,175 | $1.14M | 0.34% | −660−13.7% | Reduced |
| KMG Fiduciary Partners, LLC | 4,179 | $1.14M | 0.19% | −55−1.3% | Reduced |
| Kowal Investment Group, LLC | 4,193 | $1.14M | 0.36% | +6+0.1% | Added |
| Gibraltar Capital Management, Inc. | 4,195 | $1.15M | 0.58% | +85+2.1% | Added |
| LCNB Corp | 4,212 | $1.15M | 0.58% | 00.0% | Unchanged |
| Norway Savings Bank | 4,215 | $1.15M | 0.54% | +482+12.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,215 | $1.15M | 0.19% | +500+13.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,228 | $1.15M | 0.03% | −4,236−50.0% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 4,259 | $1.16M | 0.54% | −109−2.5% | Reduced |
| NFC Investments, LLC | 4,260 | $1.16M | 0.25% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,270 | $1.17M | 0.49% | −2,335−35.4% | Reduced |
| DB Wealth Management Group, LLC | 4,267 | $1.17M | 0.75% | −140−3.2% | Reduced |
| Financial Network Wealth Management LLC | 4,279 | $1.17M | 0.67% | +21+0.5% | Added |
| Tradewinds Capital Management, LLC | 4,279 | $1.17M | 0.20% | +500+13.2% | Added |
| Sadoff Investment Management LLC | 4,294 | $1.17M | 0.08% | 00.0% | Unchanged |
| Family Legacy, Inc. | 4,129 | $1.17M | 0.53% | 00.0% | Unchanged |
| Denali Advisors LLC | 4,300 | $1.17M | 0.49% | +2,000+87.0% | Added |
| Eagle Bay Advisors LLC | 4,330 | $1.18M | 0.69% | +725+20.1% | Added |
| Arden Trust Co | 4,329 | $1.18M | 0.20% | −323−6.9% | Reduced |
| Guardian Capital Advisors LP | 4,319 | $1.18M | 0.12% | −120−2.7% | Reduced |
| Osterweis Capital Management Inc | 4,337 | $1.18M | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 4,353 | $1.19M | 0.22% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,354 | $1.19M | 0.56% | −208−4.6% | Reduced |
| Bruni J V & Co | 4,364 | $1.19M | 0.16% | −190−4.2% | Reduced |
| Certified Advisory Corp | 4,366 | $1.19M | 0.29% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,369 | $1.19M | 0.07% | +1,757+67.3% | Added |
| Financial Partners Group, Inc | 4,378 | $1.20M | 0.28% | +112+2.6% | Added |
| Banco BTG Pactual S.A. | 4,379 | $1.20M | 0.52% | +158+3.7% | Added |
| Tranquility Partners, LLC | 4,384 | $1.20M | 0.61% | +228+5.5% | Added |
| WealthShield Partners, LLC | 4,404 | $1.20M | 0.32% | −12,489−73.9% | Reduced |
| Ford Financial Group, LLC | 4,412 | $1.20M | 0.46% | +510+13.1% | Added |
| Cardan Capital Partners, LLC | 4,421 | $1.21M | 0.14% | −431−8.9% | Reduced |
| Sage Capital Advisors,llc | 4,424 | $1.21M | 0.51% | 00.0% | Unchanged |
| Change Path, LLC | 4,435 | $1.21M | 0.07% | +138+3.2% | Added |
| First Citizens Financial Corp | 4,452 | $1.22M | 0.97% | +151+3.5% | Added |
| Wealth Alliance Advisory Group, LLC | 4,457 | $1.22M | 0.59% | +6+0.1% | Added |
| Goepper Burkhardt LLC | 4,462 | $1.22M | 0.78% | −100−2.2% | Reduced |
| Hall Laurie J Trustee | 4,460 | $1.22M | 0.47% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,467 | $1.22M | 0.25% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,471 | $1.22M | 0.21% | +852+23.5% | Added |
| North Star Asset Management Inc | 4,477 | $1.22M | 0.07% | +20.0% | Added |
| Rice Hall James & Associates, LLC | 4,484 | $1.22M | 0.05% | −200−4.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,485 | $1.22M | 0.64% | −130−2.8% | Reduced |
| LS Investment Advisors, LLC | 4,519 | $1.23M | 0.16% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,527 | $1.24M | 0.53% | +10+0.2% | Added |
| Edgewood Management LLC | 4,532 | $1.24M | 0.00% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 4,533 | $1.24M | 0.58% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 4,535 | $1.24M | 0.46% | −18−0.4% | Reduced |
| Alhambra Investment Partners LLC | 4,538 | $1.24M | 0.95% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 4,543 | $1.24M | 0.68% | −20.0% | Reduced |
| Monetary Management Group Inc | 4,558 | $1.24M | 0.34% | +50+1.1% | Added |
| Occidental Asset Management, LLC | 4,571 | $1.25M | 0.32% | −45−1.0% | Reduced |
| McLean Asset Management Corp | 4,310 | $1.25M | 0.48% | −30−0.7% | Reduced |
| Gemmer Asset Management LLC | 4,597 | $1.25M | 0.17% | −67−1.4% | Reduced |
| Wagner Wealth Management, LLC | 4,382 | $1.26M | 1.00% | +35+0.8% | Added |
| Resources Management Corp | 4,628 | $1.26M | 0.18% | −105−2.2% | Reduced |
| Hoertkorn Richard Charles | 4,637 | $1.27M | 0.57% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,640 | $1.27M | 0.42% | +50+1.1% | Added |
| Plimoth Trust Co LLC | 4,641 | $1.27M | 0.36% | +373+8.7% | Added |
| LVM Capital Management Ltd | 4,654 | $1.27M | 0.19% | +20+0.4% | Added |
| Magnus Financial Group LLC | 4,666 | $1.27M | 0.27% | −425−8.3% | Reduced |
| Versant Capital Management, Inc | 4,669 | $1.27M | 0.45% | −19−0.4% | Reduced |