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 |
|---|---|---|---|---|---|
| Landmark Financial Advisors, LLC | 9,935 | $2.54M | 1.37% | +214+2.2% | Added |
| Ausdal Financial Partners, Inc. | 9,325 | $2.54M | 0.38% | +897+10.6% | Added |
| BBR Partners, LLC | 9,331 | $2.55M | 0.21% | +1,279+15.9% | Added |
| J. W. Coons Advisors, LLC | 9,346 | $2.55M | 0.87% | +306+3.4% | Added |
| Fort Sheridan Advisors LLC | 9,349 | $2.55M | 0.84% | +421+4.7% | Added |
| Adirondack Trust Co | 8,894 | $2.55M | 1.21% | −40.0% | Reduced |
| Deseret Mutual Benefit Administrators | 9,373 | $2.56M | 0.47% | −2,458−20.8% | Reduced |
| LPWM LLC | 9,294 | $2.56M | 1.52% | +25+0.3% | Added |
| Regent Peak Wealth Advisors LLC | 9,402 | $2.57M | 0.73% | +44+0.5% | Added |
| Dash Acquisitions Inc. | 9,402 | $2.57M | 1.34% | +175+1.9% | Added |
| Ballast Advisors LLC | 9,410 | $2.57M | 1.07% | +79+0.8% | Added |
| Park National Corp | 9,412 | $2.57M | 0.11% | −399−4.1% | Reduced |
| Orser Capital Management, LLC | 9,420 | $2.57M | 1.45% | 00.0% | Unchanged |
| Papp L Roy & Associates | 9,488 | $2.59M | 0.33% | 00.0% | Unchanged |
| Sabal Trust CO | 9,499 | $2.59M | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,335 | $2.59M | 0.47% | 00.0% | Unchanged |
| Advisor Resource Council | 9,511 | $2.60M | 0.79% | −2,974−23.8% | Reduced |
| BTR Capital Management Inc | 9,510 | $2.60M | 0.32% | −200−2.1% | Reduced |
| Oarsman Capital, Inc. | 9,540 | $2.60M | 1.05% | −350−3.5% | Reduced |
| America First Investment Advisors, LLC | 9,541 | $2.60M | 0.79% | −289−2.9% | Reduced |
| GYL Financial Synergies, LLC | 9,546 | $2.60M | 1.33% | −64−0.7% | Reduced |
| Cardinal Point Wealth Management LLC | 9,551 | $2.61M | 1.23% | +10+0.1% | Added |
| TFC Financial Management | 9,568 | $2.61M | 0.87% | +705+8.0% | Added |
| Sawtooth Solutions, LLC | 9,578 | $2.61M | 0.40% | +1,732+22.1% | Added |
| Mezzasalma Advisors, LLC | 9,644 | $2.63M | 1.48% | −10.0% | Reduced |
| Cypress Wealth Services, LLC | 9,690 | $2.65M | 0.79% | −2,074−17.6% | Reduced |
| WealthTrust Axiom LLC | 9,729 | $2.65M | 0.90% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 9,735 | $2.66M | 0.19% | +630+6.9% | Added |
| Valley National Advisers Inc | 9,736 | $2.66M | 0.48% | +1,502+18.2% | Added |
| Amica Retiree Medical Trust | 9,749 | $2.66M | 2.41% | −5,207−34.8% | Reduced |
| Erste Asset Management GmbH | 9,654 | $2.67M | 0.05% | −596−5.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,807 | $2.68M | 0.61% | −224−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 9,808 | $2.68M | 0.30% | +720+7.9% | Added |
| Sargent Investment Group, LLC | 9,824 | $2.68M | 0.65% | +286+3.0% | Added |
| American Research & Management Co. | 9,860 | $2.69M | 0.62% | −20−0.2% | Reduced |
| Focused Wealth Management, Inc | 9,873 | $2.69M | 0.44% | −40.0% | Reduced |
| Eudaimonia Partners, LLC | 9,895 | $2.70M | 0.49% | −208−2.1% | Reduced |
| MBL Wealth, LLC | 9,905 | $2.70M | 0.94% | +9,905 | New |
| Engine No. 1 LLC | 9,996 | $2.73M | 0.70% | +3,946+65.2% | Added |
| Odey Asset Management Group Ltd | 10,000 | $2.73M | 0.73% | −1,118−10.1% | Reduced |
| Anson Funds Management LP | 10,000 | $2.73M | 0.34% | +10,000 | New |
| Mather Group, LLC. | 10,037 | $2.74M | 0.07% | +471+4.9% | Added |
| Traphagen Investment Advisors LLC | 10,041 | $2.74M | 0.50% | +100+1.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,050 | $2.74M | 2.06% | 00.0% | Unchanged |
| Main Street Research LLC | 10,065 | $2.75M | 0.24% | −987−8.9% | Reduced |
| Golden State Equity Partners | 10,069 | $2.75M | 1.14% | +125+1.3% | Added |
| Clark Financial Advisors | 10,095 | $2.75M | 2.51% | −157−1.5% | Reduced |
| Camden Capital, LLC | 10,103 | $2.76M | 0.55% | −31−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,119 | $2.76M | 0.26% | +284+2.9% | Added |
| InTrack Investment Management Inc | 9,657 | $2.76M | 2.01% | +292+3.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 10,144 | $2.77M | 0.59% | −18−0.2% | Reduced |
| ACG Wealth | 10,159 | $2.77M | 0.36% | −2,193−17.8% | Reduced |
| Cascadia Advisory Services, LLC | 10,185 | $2.78M | 0.56% | −337−3.2% | Reduced |
| Bull Street Advisors, LLC | 10,189 | $2.78M | 1.43% | +184+1.8% | Added |
| Triangle Securities Wealth Management | 10,193 | $2.78M | 0.94% | +105+1.0% | Added |
| Parisi Gray Wealth Management | 10,141 | $2.80M | 1.16% | +20.0% | Added |
| Balasa Dinverno & Foltz LLC | 10,248 | $2.80M | 0.19% | +460+4.7% | Added |
| Epiq Partners, LLC | 10,271 | $2.80M | 1.29% | −105−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 10,270 | $2.80M | 0.69% | +749+7.9% | Added |
| Legacy Financial Group LLC | 10,301 | $2.81M | 0.84% | −13−0.1% | Reduced |
| Ferris Capital, LLC | 9,895 | $2.82M | 0.60% | +9,895 | New |
| Brandywine Oak Private Wealth LLC | 10,334 | $2.82M | 0.33% | +2,060+24.9% | Added |
| Phoenix Wealth Advisors | 10,361 | $2.83M | 2.11% | 00.0% | Unchanged |
| Winton Group Ltd | 10,364 | $2.83M | 0.16% | +2,075+25.0% | Added |
| BOK Financial Private Wealth, Inc. | 10,376 | $2.83M | 0.23% | +240+2.4% | Added |
| First National Bank Sioux Falls | 10,378 | $2.83M | 4.75% | +158+1.5% | Added |
| Lakeview Capital Partners, LLC | 10,394 | $2.84M | 1.31% | −259−2.4% | Reduced |
| International Assets Investment Management, LLC | 34,304 | $2.84M | 0.51% | +23,919+230.3% | Added |
| First National Corp | 10,396 | $2.84M | 0.64% | −35−0.3% | Reduced |
| Alpha Omega Wealth Management LLC | 10,400 | $2.84M | 0.46% | −338−3.1% | Reduced |
| Jefferies Group LLC | 10,404 | $2.84M | 0.07% | −22,700−68.6% | Reduced |
| Orca Investment Management, LLC | 10,425 | $2.85M | 2.49% | −50.0% | Reduced |
| Trust Co of Virginia | 10,462 | $2.85M | 0.32% | +1,465+16.3% | Added |
| Pendal Group Limited | 10,469 | $2.86M | 0.02% | −18,132−63.4% | Reduced |
| Sonata Capital Group Inc | 10,477 | $2.86M | 1.28% | −412−3.8% | Reduced |
| LBMC Investment Advisors, LLC | 10,510 | $2.87M | 0.27% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10,525 | $2.87M | 0.39% | +133+1.3% | Added |
| Roman Butler Fullerton & Co | 10,183 | $2.88M | 1.34% | −287−2.7% | Reduced |
| Chilton Investment Co LLC | 10,577 | $2.89M | 0.07% | −583−5.2% | Reduced |
| Valmark Advisers, Inc. | 10,588 | $2.89M | 0.05% | +48+0.5% | Added |
| MONECO Advisors, LLC | 10,599 | $2.89M | 1.14% | +57+0.5% | Added |
| Professional Financial Advisors, LLC | 10,599 | $2.89M | 1.66% | +113+1.1% | Added |
| Hartford Financial Management Inc. | 10,607 | $2.90M | 0.74% | −50−0.5% | Reduced |
| Bayesian Capital Management, LP | 10,626 | $2.90M | 0.84% | +3,226+43.6% | Added |
| Summit Financial, LLC | 10,649 | $2.91M | 0.25% | +7,633+253.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 10,658 | $2.91M | 1.26% | +85+0.8% | Added |
| X-Square Capital, LLC | 10,685 | $2.92M | 1.51% | +539+5.3% | Added |
| Atlas Capital Advisors LLC | 10,738 | $2.93M | 0.47% | −360−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 10,763 | $2.94M | 0.20% | +2,135+24.7% | Added |
| Meiji Yasuda Life Insurance Co | 10,775 | $2.94M | 0.05% | −1,700−13.6% | Reduced |
| Meridian Wealth Advisors, LLC | 10,787 | $2.94M | 0.82% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 10,611 | $2.95M | 1.43% | +3,702+53.6% | Added |
| Delta Financial Advisors LLC | 10,841 | $2.96M | 1.32% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10,869 | $2.97M | 0.38% | +4,433+68.9% | Added |
| Act Two Investors LLC | 10,870 | $2.97M | 0.70% | −1,619−13.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,913 | $2.98M | 0.39% | +637+6.2% | Added |
| Soditic Asset Management LLP | 10,920 | $2.98M | 1.41% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 10,929 | $2.98M | 0.21% | +442+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 10,937 | $2.98M | 0.35% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 10,762 | $2.99M | 1.74% | +10,762 | New |