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 |
|---|---|---|---|---|---|
| Professional Planning | 6,500 | $1.77M | 0.85% | +49+0.8% | Added |
| Cahaba Wealth Management, Inc. | 6,569 | $1.79M | 0.26% | +5,057+334.5% | Added |
| Legacy Private Trust Co. | 6,580 | $1.80M | 0.15% | +20+0.3% | Added |
| Van Cleef Asset Management,Inc | 6,594 | $1.80M | 0.27% | 00.0% | Unchanged |
| Hall Kathryn A. | 6,600 | $1.80M | 0.54% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 6,605 | $1.80M | 1.11% | −1,047−13.7% | Reduced |
| Baystate Wealth Management LLC | 6,611 | $1.80M | 0.18% | −64−1.0% | Reduced |
| Steinberg Asset Management LLC | 6,608 | $1.80M | 2.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 6,615 | $1.80M | 0.73% | +6,615 | New |
| Merriman Wealth Management, LLC | 6,634 | $1.81M | 0.15% | −327−4.7% | Reduced |
| Connecticut Wealth Management, LLC | 6,634 | $1.81M | 0.16% | +1,118+20.3% | Added |
| Skylands Capital, LLC | 6,650 | $1.81M | 0.22% | −4,500−40.4% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 6,650 | $1.81M | 1.79% | +200+3.1% | Added |
| Field & Main Bank | 6,652 | $1.82M | 1.19% | −335−4.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,653 | $1.82M | 0.00% | −20−0.3% | Reduced |
| Spreng Capital Management, Inc. | 6,589 | $1.82M | 1.16% | −26−0.4% | Reduced |
| Intelligence Driven Advisers, LLC | 6,542 | $1.82M | 0.41% | −128−1.9% | Reduced |
| Fagan Associates, Inc. | 6,665 | $1.82M | 0.40% | +725+12.2% | Added |
| Nicolet Bankshares Inc | 6,725 | $1.84M | 0.47% | +373+5.9% | Added |
| HYA Advisors, Inc | 6,572 | $1.85M | 0.75% | −160−2.4% | Reduced |
| Marino, Stram & Associates LLC | 6,789 | $1.85M | 0.64% | −7,993−54.1% | Reduced |
| Nomura Holdings Inc | 6,725 | $1.85M | 0.01% | −15,265−69.4% | Reduced |
| Brave Asset Management Inc | 6,796 | $1.85M | 0.54% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 6,756 | $1.85M | 1.24% | +127+1.9% | Added |
| Westshore Wealth, LLC | 6,815 | $1.86M | 1.50% | −325−4.6% | Reduced |
| Peak Planning Group, LLC | 6,815 | $1.86M | 1.60% | +6,815 | New |
| Holderness Investments Co | 6,834 | $1.86M | 0.62% | −269−3.8% | Reduced |
| Searle & Co. | 6,840 | $1.87M | 0.76% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,839 | $1.87M | 0.55% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,843 | $1.87M | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 6,851 | $1.87M | 0.29% | +3,336+94.9% | Added |
| First Quadrant L P | 6,854 | $1.87M | 0.22% | +68+1.0% | Added |
| Coastal Bridge Advisors, LLC | 6,858 | $1.87M | 0.43% | +36+0.5% | Added |
| Bassett Hargrove Investment Counsel, LLC | 6,738 | $1.87M | 2.79% | 00.0% | Unchanged |
| Allen Operations LLC | 6,906 | $1.89M | 0.29% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 6,911 | $1.89M | 0.97% | +1,164+20.3% | Added |
| Maven Securities LTD | 6,921 | $1.89M | 0.22% | +670+10.7% | Added |
| CVA Family Office, LLC | 8,892 | $1.89M | 1.37% | −4,144−31.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,934 | $1.89M | 1.10% | 00.0% | Unchanged |
| Invst, LLC | 6,942 | $1.90M | 0.30% | −12−0.2% | Reduced |
| Magnolia Capital Advisors LLC | 6,964 | $1.90M | 0.66% | +1,347+24.0% | Added |
| Pacific Center for Financial Services | 6,967 | $1.90M | 0.83% | +3,539+103.2% | Added |
| Phoenix Holdings Ltd. | 6,968 | $1.90M | 0.03% | +6,968 | New |
| Newman Dignan & Sheerar, Inc. | 6,988 | $1.91M | 0.64% | −12−0.2% | Reduced |
| Bangor Savings Bank | 6,987 | $1.91M | 0.20% | +503+7.8% | Added |
| Crescent Grove Advisors, LLC | 7,007 | $1.91M | 0.20% | +375+5.7% | Added |
| Prentiss Smith & Co Inc | 7,023 | $1.92M | 0.97% | 00.0% | Unchanged |
| Private Capital Management LLC | 7,023 | $1.92M | 0.78% | +8+0.1% | Added |
| 6 Meridian | 7,053 | $1.93M | 0.15% | −421−5.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,064 | $1.93M | 1.22% | +692+10.9% | Added |
| Sippican Capital Advisors | 7,095 | $1.94M | 1.68% | −42−0.6% | Reduced |
| Winthrop Advisory Group LLC | 7,102 | $1.94M | 0.43% | +330+4.9% | Added |
| Ellsworth Advisors, LLC | 7,119 | $1.94M | 0.89% | +92+1.3% | Added |
| Investment Management of Virginia LLC | 7,130 | $1.95M | 0.37% | +218+3.2% | Added |
| Warren Averett Asset Management, LLC | 6,840 | $1.95M | 0.17% | +468+7.3% | Added |
| TCG Advisory Services, LLC | 7,140 | $1.95M | 0.51% | −1,638−18.7% | Reduced |
| Avestar Capital, LLC | 7,164 | $1.96M | 0.38% | −42−0.6% | Reduced |
| JSF Financial, LLC | 7,202 | $1.97M | 0.97% | +195+2.8% | Added |
| Vigilant Capital Management, LLC | 7,224 | $1.97M | 0.16% | +5+0.1% | Added |
| Markston International LLC | 7,240 | $1.98M | 1.85% | −6,302−46.5% | Reduced |
| Blankinship & Foster, LLC | 7,267 | $1.98M | 0.81% | 00.0% | Unchanged |
| Cypress Capital Group | 7,296 | $1.99M | 0.27% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,300 | $1.99M | 0.55% | −400−5.2% | Reduced |
| Oak Harvest Investment Services | 7,316 | $2.00M | 0.58% | −299−3.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 7,320 | $2.00M | 0.73% | +43+0.6% | Added |
| Strategic Blueprint, LLC | 7,320 | $2.00M | 0.31% | +315+4.5% | Added |
| Vaughan David Investments LLC | 7,328 | $2.00M | 0.06% | −488−6.2% | Reduced |
| Financial Advisory Group | 7,333 | $2.00M | 0.44% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 7,365 | $2.01M | 0.58% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,367 | $2.01M | 0.41% | +41+0.6% | Added |
| Legacy Capital Partners, Inc. | 7,369 | $2.01M | 0.73% | +87+1.2% | Added |
| Resource Management, LLC | 7,375 | $2.01M | 0.23% | +33+0.4% | Added |
| Hikari Power Ltd | 7,390 | $2.02M | 0.20% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,393 | $2.02M | 0.35% | +896+13.8% | Added |
| Oakworth Capital, Inc. | 7,401 | $2.02M | 0.20% | 00.0% | Unchanged |
| Cortland Associates Inc | 7,405 | $2.02M | 0.22% | +37+0.5% | Added |
| Mosaic Family Wealth, LLC | 7,420 | $2.02M | 0.56% | +225+3.1% | Added |
| Baldwin Brothers Inc | 7,424 | $2.03M | 0.22% | −17−0.2% | Reduced |
| Endurance Wealth Management, Inc. | 7,440 | $2.03M | 0.23% | +50+0.7% | Added |
| Islay Capital Management, LLC | 7,439 | $2.03M | 1.56% | +1,025+16.0% | Added |
| Pegasus Partners Ltd. | 7,449 | $2.03M | 0.37% | −670−8.3% | Reduced |
| Condor Capital Management | 7,448 | $2.03M | 0.22% | +286+4.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,476 | $2.04M | 1.12% | −175−2.3% | Reduced |
| Intact Investment Management Inc. | 7,500 | $2.05M | 0.06% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 7,518 | $2.05M | 0.18% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,525 | $2.05M | 0.25% | −21−0.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,544 | $2.06M | 1.22% | −128−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,547 | $2.06M | 0.16% | +1,071+16.5% | Added |
| Hemenway Trust Co LLC | 7,555 | $2.06M | 0.21% | −75−1.0% | Reduced |
| 1776 Wealth LLC | 7,572 | $2.07M | 1.18% | 00.0% | Unchanged |
| E&G Advisors, LP | 7,583 | $2.07M | 0.56% | +7,583 | Added |
| Trilogy Capital Inc. | 7,593 | $2.07M | 0.16% | −858−10.2% | Reduced |
| Smith, Moore & Co. | 7,602 | $2.08M | 0.32% | +219+3.0% | Added |
| Donaldson Capital Management, LLC | 7,604 | $2.08M | 0.10% | +895+13.3% | Added |
| New England Research & Management, Inc. | 7,611 | $2.08M | 1.09% | −25−0.3% | Reduced |
| NTV Asset Management LLC | 7,624 | $2.08M | 0.36% | +100+1.3% | Added |
| Advisory Research Inc | 7,628 | $2.08M | 0.13% | −17−0.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 7,634 | $2.08M | 0.14% | +4,713+161.3% | Added |
| Vestmark Advisory Solutions, Inc. | 7,675 | $2.10M | 0.14% | −482−5.9% | Reduced |
| American Investment Services, Inc. | 7,679 | $2.10M | 0.47% | 00.0% | Unchanged |