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 |
|---|---|---|---|---|---|
| SFE Investment Counsel | 4,685 | $1.28M | 0.36% | 00.0% | Unchanged |
| NVWM, LLC | 4,691 | $1.28M | 0.46% | +231+5.2% | Added |
| Insight Advisors, LLC | 4,451 | $1.28M | 0.38% | −20.0% | Reduced |
| Orleans Capital Management Corp | 4,700 | $1.28M | 0.82% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,654 | $1.28M | 0.51% | +108+2.4% | Added |
| Financial Management Network Inc | 4,710 | $1.29M | 0.65% | +4,710 | New |
| First Personal Financial Services | 4,727 | $1.29M | 0.32% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,727 | $1.29M | 0.50% | +2,825+148.5% | Added |
| Ascension Asset Management LLC | 4,750 | $1.30M | 0.85% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4,756 | $1.30M | 0.31% | −370−7.2% | Reduced |
| Wealth Management Partners, LLC | 4,756 | $1.30M | 0.96% | +44+0.9% | Added |
| Atlas Brown,Inc. | 4,758 | $1.30M | 0.56% | −5−0.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,800 | $1.31M | 0.70% | −375−7.2% | Reduced |
| Parcion Private Wealth LLC | 4,621 | $1.31M | 0.12% | +165+3.7% | Added |
| Piscataqua Savings Bank | 4,814 | $1.31M | 1.14% | +21+0.4% | Added |
| Maple Capital Management, Inc. | 4,822 | $1.32M | 0.17% | −35−0.7% | Reduced |
| Capital Counsel LLC | 4,842 | $1.32M | 0.07% | −800−14.2% | Reduced |
| DRW Securities, LLC | 4,846 | $1.32M | 0.39% | −2,382−33.0% | Reduced |
| Spotlight Asset Group, Inc. | 4,846 | $1.32M | 0.66% | −1,090−18.4% | Reduced |
| Royal Harbor Partners, LLC | 4,852 | $1.32M | 0.94% | −4,499−48.1% | Reduced |
| Pictet North America Advisors SA | 4,850 | $1.32M | 0.13% | +200+4.3% | Added |
| Calton & Associates, Inc. | 4,857 | $1.32M | 0.29% | −411−7.8% | Reduced |
| United Bank | 4,853 | $1.32M | 0.84% | −51−1.0% | Reduced |
| Atwood & Palmer Inc | 4,857 | $1.33M | 0.12% | +45+0.9% | Added |
| Howard Capital Management Group, LLC | 4,870 | $1.33M | 0.12% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,871 | $1.33M | 0.24% | +170+3.6% | Added |
| Southland Equity Partners LLC | 4,872 | $1.33M | 0.61% | +50+1.0% | Added |
| BCS Wealth Management | 4,878 | $1.33M | 0.56% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,880 | $1.33M | 0.11% | +342+7.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,885 | $1.33M | 0.16% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,895 | $1.34M | 0.36% | +60+1.2% | Added |
| Acropolis Investment Management, LLC | 4,977 | $1.34M | 0.16% | −65−1.3% | Reduced |
| Lindbrook Capital, LLC | 4,912 | $1.34M | 0.35% | +21+0.4% | Added |
| Hills Bank & Trust Co | 4,929 | $1.35M | 0.20% | −90−1.8% | Reduced |
| Green Harvest Asset Management LLC | 10,935 | $1.35M | 0.21% | +3,180+41.0% | Added |
| Lumature Wealth Partners, LLC | 4,964 | $1.35M | 0.55% | +433+9.6% | Added |
| Harbor Financial Services, LLC | 4,973 | $1.36M | 0.59% | +224+4.7% | Added |
| Headinvest, LLC | 4,977 | $1.36M | 0.26% | −3−0.1% | Reduced |
| Altfest L J & Co Inc | 4,978 | $1.36M | 0.28% | −39−0.8% | Reduced |
| High Pines Wealth Management, LLC | 4,983 | $1.36M | 0.93% | +1,645+49.3% | Added |
| Artemis Investment Management LLP | 5,000 | $1.36M | 0.01% | 00.0% | Unchanged |
| Inverness Counsel LLC | 5,016 | $1.37M | 0.05% | −35−0.7% | Reduced |
| Fiducient Advisors LLC | 5,024 | $1.37M | 0.41% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 5,030 | $1.37M | 0.31% | −204−3.9% | Reduced |
| Gilbert & Cook, Inc. | 5,033 | $1.37M | 0.25% | +155+3.2% | Added |
| LGL Partners, LLC | 5,043 | $1.38M | 0.84% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,044 | $1.38M | 0.19% | −30−0.6% | Reduced |
| United Asset Strategies, Inc. | 5,049 | $1.38M | 0.18% | +13+0.3% | Added |
| Somerville Kurt F | 5,052 | $1.38M | 0.21% | −25−0.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 5,058 | $1.38M | 0.74% | +160+3.3% | Added |
| Polar Asset Management Partners Inc. | 5,059 | $1.38M | 0.02% | +5,059 | New |
| Courier Capital LLC | 5,066 | $1.38M | 0.13% | −861−14.5% | Reduced |
| Wellington Shields & Co., LLC | 5,071 | $1.38M | 0.48% | +52+1.0% | Added |
| Bluestein R H & Co | 5,082 | $1.39M | 0.05% | +1,600+46.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 5,017 | $1.39M | 0.40% | −153−3.0% | Reduced |
| Exane Derivatives | 5,107 | $1.39M | 0.35% | −67−1.3% | Reduced |
| Stewart & Patten Co LLC | 5,109 | $1.39M | 0.23% | −175−3.3% | Reduced |
| Liberty Wealth Management LLC | 5,106 | $1.39M | 0.50% | −146−2.8% | Reduced |
| Trust Co of Toledo NA | 5,112 | $1.40M | 0.23% | −31−0.6% | Reduced |
| Gradient Capital Advisors, LLC | 5,112 | $1.40M | 0.64% | +34+0.7% | Added |
| Corrado Advisors, LLC | 3,718 | $1.40M | 0.87% | −319−7.9% | Reduced |
| Regent Investment Management LLC | 5,133 | $1.40M | 0.34% | −30−0.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 5,148 | $1.41M | 0.01% | −10.0% | Reduced |
| Farley Capital L.P. | 5,159 | $1.41M | 1.37% | 00.0% | Unchanged |
| Firestone Capital Management | 5,107 | $1.42M | 0.47% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,220 | $1.43M | 0.10% | −27,712−84.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,228 | $1.43M | 0.91% | +143+2.8% | Added |
| Bank of the West | 5,231 | $1.43M | 0.15% | −428−7.6% | Reduced |
| State of Wyoming | 5,234 | $1.43M | 0.92% | +796+17.9% | Added |
| Schnieders Capital Management LLC | 5,234 | $1.43M | 0.38% | +14+0.3% | Added |
| Wealth Alliance | 5,260 | $1.44M | 0.32% | −941−15.2% | Reduced |
| Financial Enhancement Group LLC | 5,264 | $1.44M | 0.27% | +322+6.5% | Added |
| Running Point Capital Advisors, LLC | 5,275 | $1.44M | 0.64% | −16−0.3% | Reduced |
| Keel Point, LLC | 5,284 | $1.44M | 0.20% | −1,268−19.4% | Reduced |
| Private Capital Group, LLC | 5,286 | $1.44M | 0.32% | +960+22.2% | Added |
| Csenge Advisory Group | 5,247 | $1.45M | 0.12% | +1,052+25.1% | Added |
| Bath Savings Trust Co | 5,304 | $1.45M | 0.17% | +1,170+28.3% | Added |
| Quattro Financial Advisors LLC | 5,063 | $1.46M | 0.39% | +10+0.2% | Added |
| Conway Capital Management, Inc. | 5,361 | $1.46M | 0.99% | +576+12.0% | Added |
| Compass Ion Advisors, LLC | 5,374 | $1.47M | 0.53% | −137−2.5% | Reduced |
| Golden State Wealth Management, LLC | 5,377 | $1.47M | 0.32% | −714−11.7% | Reduced |
| Old Mission Investment Co LLC | 5,401 | $1.47M | 0.60% | −78−1.4% | Reduced |
| West Family Investments, Inc. | 5,409 | $1.48M | 0.39% | +418+8.4% | Added |
| Ativo Capital Management LLC | 5,410 | $1.48M | 0.69% | −3,964−42.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,419 | $1.48M | 0.41% | +249+4.8% | Added |
| Arkansas Financial Group, Inc. | 5,432 | $1.48M | 0.33% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 5,447 | $1.49M | 0.61% | −55−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 5,457 | $1.49M | 0.35% | 00.0% | Unchanged |
| Carlson Capital Management | 5,457 | $1.49M | 0.16% | +90+1.7% | Added |
| Sanford Advisory Services, LLC | 5,481 | $1.50M | 0.38% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,480 | $1.50M | 0.12% | +131+2.4% | Added |
| Naples Global Advisors, LLC | 5,499 | $1.50M | 0.20% | +463+9.2% | Added |
| Baldrige Asset Management LLC | 5,512 | $1.50M | 0.63% | −37−0.7% | Reduced |
| Aj Wealth Strategies, LLC | 5,518 | $1.51M | 0.08% | +1,018+22.6% | Added |
| Modus Advisors, LLC | 5,538 | $1.51M | 0.65% | −101−1.8% | Reduced |
| D.B. Root & Company, LLC | 5,561 | $1.52M | 0.59% | −1,483−21.1% | Reduced |
| Amarillo National Bank | 5,567 | $1.52M | 0.32% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,592 | $1.53M | 0.33% | +9+0.2% | Added |
| Rede Wealth, LLC | 5,591 | $1.53M | 0.81% | +625+12.6% | Added |
| IMS Capital Management | 5,613 | $1.53M | 0.89% | 00.0% | Unchanged |