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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Lederer & Associates Investment Counsel | 7,693 | $2.10M | 1.36% | +1,078+16.3% | Added |
| Bremer Bank National Association | 7,702 | $2.10M | 0.42% | +995+14.8% | Added |
| Klingman & Associates, LLC | 7,706 | $2.10M | 0.20% | +47+0.6% | Added |
| Laird Norton Trust Company, LLC | 7,709 | $2.10M | 0.22% | +631+8.9% | Added |
| Jag Capital Management, LLC | 7,711 | $2.10M | 0.16% | +827+12.0% | Added |
| Formidable Asset Management, LLC | 7,730 | $2.11M | 0.40% | +4,402+132.3% | Added |
| Dohj, LLC | 7,364 | $2.11M | 1.00% | +453+6.6% | Added |
| Karn, Couzens & Associates, Inc. | 7,765 | $2.12M | 1.61% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,773 | $2.12M | 0.38% | +459+6.3% | Added |
| Garde Capital, Inc. | 7,778 | $2.12M | 0.22% | +43+0.6% | Added |
| Asset Dedication, LLC | 7,834 | $2.13M | 0.28% | +369+4.9% | Added |
| Hochman Cole Investment Advisors, Inc. | 7,795 | $2.13M | 0.83% | −20−0.3% | Reduced |
| Maryland Capital Management | 7,817 | $2.13M | 0.13% | +710+10.0% | Added |
| First American Trust, FSB | 7,830 | $2.14M | 0.32% | −30.0% | Reduced |
| Rossmore Private Capital | 7,835 | $2.14M | 0.37% | +90+1.2% | Added |
| Leonteq Securities AG | 7,839 | $2.14M | 0.11% | +4,207+115.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 7,861 | $2.15M | 0.26% | −205−2.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 7,924 | $2.16M | 0.77% | +693+9.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,956 | $2.17M | 0.48% | +115+1.5% | Added |
| REDW Wealth LLC | 7,972 | $2.18M | 0.69% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,993 | $2.18M | 0.25% | +2,945+58.3% | Added |
| Balentine LLC | 8,005 | $2.19M | 0.09% | +5,062+172.0% | Added |
| Ashford Capital Management Inc | 8,008 | $2.19M | 0.20% | −513−6.0% | Reduced |
| Voya Financial Advisors, Inc. | 7,885 | $2.19M | 0.27% | −32−0.4% | Reduced |
| Regents of the University of California | 8,043 | $2.19M | 0.26% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 7,569 | $2.20M | 1.32% | +64+0.9% | Added |
| Blue Zone Wealth Advisors, LLC | 8,060 | $2.20M | 0.76% | −17−0.2% | Reduced |
| Qtron Investments LLC | 8,078 | $2.21M | 0.59% | 00.0% | Unchanged |
| Stonnington Group, LLC | 7,788 | $2.21M | 0.49% | −1,255−13.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,109 | $2.21M | 0.52% | +32+0.4% | Added |
| Journey Advisory Group, LLC | 8,114 | $2.21M | 0.72% | −3,391−29.5% | Reduced |
| Nottingham Advisors, Inc. | 8,120 | $2.22M | 0.22% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 8,130 | $2.22M | 0.31% | +3,300+68.3% | Added |
| Investment Management Associates Inc | 8,226 | $2.25M | 1.19% | −164−2.0% | Reduced |
| CRA Financial Services, LLC | 8,225 | $2.25M | 0.76% | +48+0.6% | Added |
| Paragon Wealth Strategies, LLC | 8,288 | $2.26M | 0.60% | −24−0.3% | Reduced |
| Aufman Associates Inc | 8,299 | $2.27M | 1.86% | −60−0.7% | Reduced |
| Wilkinson Global Asset Management LLC | 8,329 | $2.27M | 0.14% | −555−6.2% | Reduced |
| Asset Management Corp | 8,339 | $2.28M | 1.42% | −150−1.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,341 | $2.28M | 0.83% | −640−7.1% | Reduced |
| Twin Lakes Capital Management, LLC | 8,341 | $2.28M | 1.34% | −34−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 8,349 | $2.28M | 0.29% | −42,332−83.5% | Reduced |
| Danda Trouve Investment Management, Inc. | 8,354 | $2.28M | 2.75% | +441+5.6% | Added |
| Heron Bay Capital Management | 8,369 | $2.28M | 1.18% | 00.0% | Unchanged |
| Private Advisory Group LLC | 8,371 | $2.29M | 0.56% | +1,058+14.5% | Added |
| Sterling Investment Advisors, Ltd. | 8,394 | $2.29M | 0.68% | +150+1.8% | Added |
| American Money Management, LLC | 8,431 | $2.30M | 0.65% | +240+2.9% | Added |
| Jacobs Levy Equity Management, Inc | 8,449 | $2.31M | 0.02% | −373−4.2% | Reduced |
| Physicians Financial Services, Inc. | 8,457 | $2.31M | 0.93% | 00.0% | Unchanged |
| Caxton Associates LP | 8,468 | $2.31M | 0.33% | −2,663−23.9% | Reduced |
| Schwartz Investment Counsel Inc | 8,496 | $2.32M | 0.10% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 8,504 | $2.32M | 0.07% | −2,110−19.9% | Reduced |
| Childress Capital Advisors, LLC | 8,518 | $2.32M | 0.94% | +1,732+25.5% | Added |
| Freedom Day Solutions, LLC | 8,519 | $2.33M | 1.09% | −286−3.2% | Reduced |
| Truvestments Capital LLC | 8,539 | $2.33M | 1.29% | +386+4.7% | Added |
| Capula Management Ltd | 8,539 | $2.33M | 0.18% | +6,963+441.8% | Added |
| Waters Parkerson & Co., LLC | 8,544 | $2.33M | 0.13% | −243−2.8% | Reduced |
| Little House Capital LLC | 8,606 | $2.35M | 1.38% | −471−5.2% | Reduced |
| Trustmark National Bank Trust Department | 8,608 | $2.35M | 0.19% | +81+0.9% | Added |
| Wimmer Associates 1, LLC | 8,625 | $2.35M | 1.40% | −57−0.7% | Reduced |
| BDO Wealth Advisors, LLC | 8,650 | $2.36M | 0.26% | +107+1.3% | Added |
| Cribstone Capital Management, LLC | 8,671 | $2.37M | 1.41% | −149−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 8,684 | $2.37M | 0.26% | −621−6.7% | Reduced |
| Parkside Financial Bank & Trust | 8,687 | $2.37M | 0.70% | −169−1.9% | Reduced |
| RKL Wealth Management LLC | 8,691 | $2.37M | 0.30% | −254−2.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 8,707 | $2.38M | 0.95% | +8,707 | New |
| Next Capital Management LLC | 8,708 | $2.38M | 1.73% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 8,713 | $2.38M | 0.03% | +1,882+27.6% | Added |
| Prairiewood Capital, LLC | 8,737 | $2.38M | 1.96% | −11−0.1% | Reduced |
| Financial Advisory Service, Inc. | 8,747 | $2.39M | 0.22% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8,750 | $2.39M | 1.01% | −250−2.8% | Reduced |
| Crescent Capital Consulting, LLC | 8,848 | $2.41M | 0.44% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 8,860 | $2.42M | 0.40% | −1,311−12.9% | Reduced |
| SOL Capital Management CO | 8,863 | $2.42M | 0.48% | +410+4.9% | Added |
| Cedar Brook Financial Partners, LLC | 8,868 | $2.42M | 0.73% | −1,464−14.2% | Reduced |
| Security Asset Management | 8,888 | $2.43M | 0.98% | −204−2.2% | Reduced |
| Northwest Wealth Management, LLC | 8,913 | $2.43M | 1.27% | −649−6.8% | Reduced |
| Advisors Asset Management, Inc. | 8,913 | $2.43M | 0.04% | +324+3.8% | Added |
| Latitude Advisors, LLC | 8,952 | $2.44M | 0.79% | +4,569+104.2% | Added |
| Dimension Capital Management LLC | 8,970 | $2.45M | 0.50% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,997 | $2.46M | 0.35% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9,009 | $2.46M | 0.48% | −126−1.4% | Reduced |
| Archford Capital Strategies, LLC | 9,023 | $2.46M | 0.58% | +1,140+14.5% | Added |
| Delphi Management Inc | 9,038 | $2.47M | 2.54% | +80+0.9% | Added |
| Weatherly Asset Management L. P. | 9,057 | $2.47M | 0.30% | +30.0% | Added |
| VeraBank, N.A. | 9,115 | $2.49M | 1.41% | −360−3.8% | Reduced |
| Legacy Financial Strategies, LLC | 9,118 | $2.49M | 1.17% | −25−0.3% | Reduced |
| QVR LLC | 9,126 | $2.49M | 5.09% | +8,049+747.4% | Added |
| Mission Creek Capital Partners, Inc. | 9,139 | $2.49M | 0.46% | +16+0.2% | Added |
| Sageworth Trust Co | 9,144 | $2.50M | 0.20% | −879−8.8% | Reduced |
| Soltis Investment Advisors LLC | 9,169 | $2.50M | 0.39% | +332+3.8% | Added |
| Harfst & Associates, Inc. | 9,183 | $2.51M | 0.69% | +574+6.7% | Added |
| Global Retirement Partners, LLC | 9,181 | $2.51M | 0.25% | +1,170+14.6% | Added |
| Merit Financial Group, LLC | 9,197 | $2.51M | 0.26% | −261−2.8% | Reduced |
| Quantedge Capital Pte Ltd | 9,200 | $2.51M | 1.22% | 00.0% | Unchanged |
| Credit Agricole S A | 9,228 | $2.52M | 0.09% | +796+9.4% | Added |
| Aberdeen Wealth Management LLC | 9,239 | $2.52M | 2.44% | −1,000−9.8% | Reduced |
| Summit X, LLC | 9,281 | $2.53M | 0.64% | +45+0.5% | Added |
| First Midwest Bank Trust Division | 9,289 | $2.54M | 0.36% | −379−3.9% | Reduced |
| Cim Investment Mangement Inc | 9,294 | $2.54M | 0.80% | −22−0.2% | Reduced |