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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 5,621 | $1.53M | 0.19% | +24+0.4% | Added |
| Girard Partners Ltd. | 5,629 | $1.54M | 0.19% | −168−2.9% | Reduced |
| Marshall Wace, LLP | 5,640 | $1.54M | 0.01% | −114,568−95.3% | Reduced |
| Mattern Wealth Management LLC | 5,638 | $1.54M | 0.52% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 5,644 | $1.54M | 0.12% | −8−0.1% | Reduced |
| Fishman Jay A Ltd | 5,646 | $1.54M | 0.19% | −20−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,655 | $1.54M | 0.45% | +603+11.9% | Added |
| Essex Savings Bank | 5,403 | $1.54M | 0.56% | +432+8.7% | Added |
| Graypoint LLC | 5,694 | $1.55M | 0.19% | −389−6.4% | Reduced |
| Almanack Investment Partners, LLC. | 5,694 | $1.55M | 0.14% | −62−1.1% | Reduced |
| Taurus Asset Management, LLC | 5,713 | $1.56M | 0.16% | −190−3.2% | Reduced |
| EPG Wealth Management LLC | 5,726 | $1.56M | 0.63% | +138+2.5% | Added |
| Stevard, LLC | 5,750 | $1.57M | 1.24% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,753 | $1.57M | 0.02% | −22,215−79.4% | Reduced |
| Cable Hill Partners, LLC | 5,759 | $1.57M | 0.38% | +36+0.6% | Added |
| Main Street Financial Solutions, LLC | 5,763 | $1.57M | 0.24% | −1,102−16.1% | Reduced |
| SL Advisors, LLC | 5,786 | $1.58M | 3.99% | −254−4.2% | Reduced |
| Old West Investment Management, LLC | 5,814 | $1.59M | 0.70% | +257+4.6% | Added |
| Heron Financial Group, LLC | 5,827 | $1.59M | 0.89% | −52−0.9% | Reduced |
| JT Stratford LLC | 5,832 | $1.59M | 0.49% | +62+1.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,839 | $1.59M | 0.67% | −699−10.7% | Reduced |
| FourThought Financial, LLC | 5,841 | $1.59M | 0.21% | +57+1.0% | Added |
| Weaver Consulting Group | 5,856 | $1.60M | 0.87% | +50+0.9% | Added |
| Greenwich Wealth Management LLC | 5,866 | $1.60M | 0.13% | +123+2.1% | Added |
| WSFS Capital Management, LLC | 5,890 | $1.61M | 0.73% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 5,920 | $1.62M | 0.45% | +409+7.4% | Added |
| Townsend Asset Management Corp | 5,926 | $1.62M | 0.86% | −47−0.8% | Reduced |
| Tectonic Advisors LLC | 5,929 | $1.62M | 0.32% | +266+4.7% | Added |
| David Loasby | 5,920 | $1.62M | 0.21% | +313+5.6% | Added |
| M&G Investment Management Ltd | 5,942 | $1.62M | 0.01% | +4+0.1% | Added |
| Tufton Capital Management | 5,976 | $1.63M | 0.28% | −50−0.8% | Reduced |
| Geller Advisors LLC | 5,979 | $1.63M | 0.36% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 5,982 | $1.63M | 0.67% | −31−0.5% | Reduced |
| SRB Corp | 5,992 | $1.64M | 0.10% | −629−9.5% | Reduced |
| Biglari Capital Corp. | 6,000 | $1.64M | 0.23% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 6,010 | $1.64M | 0.50% | +43+0.7% | Added |
| Convergence Investment Partners, LLC | 6,008 | $1.64M | 0.88% | +1,052+21.2% | Added |
| Provident Trust Co | 6,015 | $1.64M | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 6,019 | $1.64M | 0.42% | +3,551+143.9% | Added |
| Burt Wealth Advisors | 6,027 | $1.65M | 0.52% | +6,027 | New |
| Abacus Wealth Partners, LLC | 6,041 | $1.65M | 0.61% | −660−9.8% | Reduced |
| BCGM Wealth Management, LLC | 5,753 | $1.65M | 0.92% | +752+15.0% | Added |
| Insight 2811, Inc. | 6,073 | $1.66M | 0.98% | −620−9.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,083 | $1.66M | 0.16% | −380−5.9% | Reduced |
| TrinityPoint Wealth, LLC | 6,082 | $1.66M | 0.32% | +105+1.8% | Added |
| Octavia Wealth Advisors, LLC | 6,100 | $1.66M | 0.43% | −165−2.6% | Reduced |
| Winmill & Co. Inc | 6,110 | $1.67M | 0.53% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,119 | $1.67M | 0.38% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 6,134 | $1.67M | 0.14% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,150 | $1.68M | 0.38% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,148 | $1.68M | 0.51% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,150 | $1.68M | 0.20% | −26−0.4% | Reduced |
| Sonora Investment Management, LLC | 6,155 | $1.68M | 0.21% | +1,096+21.7% | Added |
| Marks Group Wealth Management, Inc | 6,146 | $1.68M | 0.23% | +82+1.4% | Added |
| Citizens Business Bank | 6,159 | $1.68M | 0.22% | −5−0.1% | Reduced |
| WS Management LLLP | 6,167 | $1.68M | 0.21% | 00.0% | Unchanged |
| Hudock, Inc. | 6,168 | $1.68M | 0.51% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 5,905 | $1.69M | 0.79% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 6,190 | $1.69M | 0.68% | +380+6.5% | Added |
| Intrua Financial, LLC | 5,873 | $1.69M | 0.31% | −64−1.1% | Reduced |
| Aureus Asset Management, LLC | 6,196 | $1.69M | 0.11% | −484−7.2% | Reduced |
| Sterneck Capital Management, LLC | 6,194 | $1.69M | 1.08% | −23−0.4% | Reduced |
| Vision Capital Management, Inc. | 6,202 | $1.69M | 0.28% | +150+2.5% | Added |
| Linscomb & Williams, Inc. | 6,202 | $1.69M | 0.09% | +198+3.3% | Added |
| Asset Management Group, Inc. | 6,208 | $1.69M | 0.35% | +20+0.3% | Added |
| Bouchey Financial Group Ltd | 6,216 | $1.70M | 0.24% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,233 | $1.70M | 0.34% | −100−1.6% | Reduced |
| Madrona Financial Services, LLC | 6,233 | $1.70M | 0.81% | +30+0.5% | Added |
| Hall Capital Management Co Inc | 6,249 | $1.71M | 1.09% | −35−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 6,005 | $1.71M | 0.38% | +161+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,273 | $1.71M | 0.44% | +157+2.6% | Added |
| Whitener Capital Management, Inc. | 7,395 | $1.71M | 0.79% | −375−4.8% | Reduced |
| Galibier Capital Management Ltd. | 6,279 | $1.71M | 0.23% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 6,283 | $1.72M | 0.63% | −837−11.8% | Reduced |
| Zeke Capital Advisors, LLC | 6,289 | $1.72M | 0.10% | +135+2.2% | Added |
| Colrain Capital LLC | 6,300 | $1.72M | 3.22% | +1,150+22.3% | Added |
| Abacus Planning Group, Inc. | 6,306 | $1.72M | 0.55% | +242+4.0% | Added |
| Canandaigua National Corp | 6,313 | $1.72M | 0.28% | −118−1.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,325 | $1.73M | 1.10% | +8+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 6,331 | $1.73M | 0.62% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,342 | $1.73M | 0.23% | +137+2.2% | Added |
| New World Advisors LLC | 5,990 | $1.73M | 0.80% | +5,990 | New |
| Consolidated Capital Management, LLC | 6,358 | $1.74M | 0.82% | −359−5.3% | Reduced |
| BigSur Wealth Management LLC | 6,360 | $1.74M | 0.78% | −700−9.9% | Reduced |
| Comerica Securities,inc. | 6,366 | $1.74M | 0.12% | +1,206+23.4% | Added |
| Seelaus Asset Management LLC | 6,380 | $1.74M | 1.02% | −1,365−17.6% | Reduced |
| Magnolia Capital Management Ltd | 6,394 | $1.75M | 1.50% | −1,121−14.9% | Reduced |
| ARGI Investment Services, LLC | 6,398 | $1.75M | 0.06% | +1,013+18.8% | Added |
| Alesco Advisors LLC | 6,399 | $1.75M | 0.06% | −50−0.8% | Reduced |
| Quest Capital Management Inc | 6,420 | $1.75M | 0.34% | −1,043−14.0% | Reduced |
| Vestor Capital, LLC | 6,432 | $1.76M | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,440 | $1.76M | 0.14% | +960+17.5% | Added |
| StoneX Group Inc. | 6,449 | $1.76M | 0.25% | −663−9.3% | Reduced |
| Monticello Wealth Management, LLC | 6,457 | $1.76M | 0.17% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 6,245 | $1.76M | 1.24% | +385+6.6% | Added |
| Colonial River Wealth Management, LLC | 6,245 | $1.76M | 1.24% | +5,349+597.0% | Added |
| Capital Group Private Client Services, Inc. | 6,471 | $1.77M | 0.02% | +6,471 | New |
| James Hambro & Partners | 6,480 | $1.77M | 0.13% | +330+5.4% | Added |
| Compton Wealth Advisory Group, LLC | 6,482 | $1.77M | 0.83% | −418−6.1% | Reduced |
| MCF Advisors LLC | 6,479 | $1.77M | 0.18% | +296+4.8% | Added |