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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 10,969 | $2.99M | 3.64% | −832−7.1% | Reduced |
| Windsor Group LTD | 10,868 | $3.00M | 0.63% | +248+2.3% | Added |
| Highland Private Wealth Management | 10,987 | $3.00M | 0.42% | −430−3.8% | Reduced |
| Bislett Management, LLC | 11,000 | $3.00M | 1.49% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,008 | $3.00M | 1.57% | −2,092−16.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,024 | $3.01M | 0.31% | −760−6.4% | Reduced |
| Arkadios Wealth Advisors | 11,059 | $3.02M | 0.44% | −5,851−34.6% | Reduced |
| First City Capital Management, Inc. | 11,077 | $3.02M | 1.70% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 11,089 | $3.03M | 0.13% | −1,348−10.8% | Reduced |
| Lynch & Associates | 11,097 | $3.03M | 0.78% | +65+0.6% | Added |
| Cornerstone Wealth Management, LLC | 11,107 | $3.03M | 0.32% | +37+0.3% | Added |
| Patton Albertson Miller Group, LLC | 11,120 | $3.04M | 0.58% | −383−3.3% | Reduced |
| Capital Wealth Alliance, LLC | 10,701 | $3.04M | 1.85% | −49−0.5% | Reduced |
| IndexIQ Advisors LLC | 11,148 | $3.04M | 0.10% | −168−1.5% | Reduced |
| Hourglass Capital, LLC | 11,163 | $3.05M | 0.83% | −10−0.1% | Reduced |
| 55I, LLC | 11,199 | $3.06M | 0.09% | +2,388+27.1% | Added |
| Moreno Evelyn V | 11,202 | $3.06M | 0.72% | −520−4.4% | Reduced |
| Reilly Financial Advisors, LLC | 11,219 | $3.06M | 0.26% | −93−0.8% | Reduced |
| Thomas Story & Son LLC | 11,219 | $3.06M | 1.25% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 11,282 | $3.08M | 0.65% | +993+9.7% | Added |
| Fure Financial Corp | 11,290 | $3.08M | 2.15% | +432+4.0% | Added |
| Jaffetilchin Investment Partners, LLC | 11,304 | $3.08M | 0.33% | +1,023+10.0% | Added |
| Curtis Advisory Group, LLC | 11,317 | $3.09M | 1.12% | −24−0.2% | Reduced |
| Dean Investment Associates, LLC | 11,347 | $3.10M | 0.58% | −516−4.3% | Reduced |
| Lathrop Investment Management Corp | 11,345 | $3.10M | 0.66% | −10−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 11,378 | $3.11M | 0.55% | +254+2.3% | Added |
| Gladstone Institutional Advisory LLC | 11,378 | $3.11M | 0.30% | +3,947+53.1% | Added |
| Forte Capital LLC | 11,429 | $3.12M | 0.42% | −175−1.5% | Reduced |
| Marathon Capital Management | 11,442 | $3.12M | 0.71% | +287+2.6% | Added |
| Summit Trail Advisors, LLC | 11,482 | $3.13M | 0.24% | +603+5.5% | Added |
| Manchester Financial Inc | 11,489 | $3.14M | 1.20% | −14−0.1% | Reduced |
| Washington Trust Bank | 11,526 | $3.15M | 0.37% | −290−2.5% | Reduced |
| Richard P Slaughter Associates Inc | 11,547 | $3.15M | 1.25% | −693−5.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 11,551 | $3.15M | 0.97% | −65−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,556 | $3.15M | 0.28% | +1,043+9.9% | Added |
| Tiemann Investment Advisors, LLC | 11,585 | $3.16M | 1.50% | −225−1.9% | Reduced |
| Tiedemann Advisors, LLC | 11,602 | $3.17M | 0.17% | −892−7.1% | Reduced |
| Dana Investment Advisors, Inc. | 11,636 | $3.18M | 0.14% | +36+0.3% | Added |
| Bramshill Investments, LLC | 11,661 | $3.18M | 0.27% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,685 | $3.19M | 1.10% | +2,864+32.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,691 | $3.19M | 2.72% | 00.0% | Unchanged |
| First Command Bank | 11,706 | $3.19M | 0.55% | −41−0.3% | Reduced |
| First Command Financial Services, Inc. | 11,706 | $3.19M | 0.55% | −41−0.3% | Reduced |
| Lake Street Financial LLC | 11,731 | $3.20M | 0.79% | +884+8.1% | Added |
| Newport Wealth Strategies, Inc. | 11,741 | $3.21M | 1.94% | −194−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,744 | $3.21M | 0.46% | +740+6.7% | Added |
| WMS Partners, LLC | 11,767 | $3.21M | 0.47% | −545−4.4% | Reduced |
| Diligent Investors, LLC | 11,590 | $3.22M | 1.10% | 00.0% | Unchanged |
| Platform Technology Partners | 11,816 | $3.23M | 1.46% | −742−5.9% | Reduced |
| CX Institutional | 11,823 | $3.23M | 0.26% | −17−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 11,832 | $3.23M | 0.02% | −800−6.3% | Reduced |
| Lokken Investment Group LLC | 11,862 | $3.24M | 2.57% | +167+1.4% | Added |
| Fiera Capital Corp | 11,870 | $3.24M | 0.01% | −50−0.4% | Reduced |
| Intellectus Partners, LLC | 11,893 | $3.25M | 0.79% | −557−4.5% | Reduced |
| SignalPoint Asset Management, LLC | 11,902 | $3.25M | 1.04% | +374+3.2% | Added |
| Coldstream Capital Management Inc | 15,261 | $3.25M | 0.16% | −6,317−29.3% | Reduced |
| Citizens Financial Group Inc | 11,927 | $3.26M | 0.12% | +1,127+10.4% | Added |
| Robotti Robert | 11,932 | $3.26M | 0.75% | −383−3.1% | Reduced |
| Bridgewater Advisors Inc. | 11,945 | $3.26M | 0.90% | +766+6.9% | Added |
| AIMZ Investment Advisors, LLC | 11,964 | $3.27M | 1.47% | −65−0.5% | Reduced |
| Griffin Asset Management, Inc. | 11,965 | $3.27M | 0.42% | −2,350−16.4% | Reduced |
| Curbstone Financial Management Corp | 12,000 | $3.27M | 0.62% | −490−3.9% | Reduced |
| Traynor Capital Management, Inc. | 12,028 | $3.28M | 0.45% | +885+7.9% | Added |
| Aull & Monroe Investment Management Corp | 12,034 | $3.29M | 1.62% | −653−5.1% | Reduced |
| Patten Group, Inc. | 12,051 | $3.29M | 0.97% | −9−0.1% | Reduced |
| First Heartland Consultants, Inc. | 12,056 | $3.29M | 0.50% | −5,165−30.0% | Reduced |
| Avidian Wealth Solutions, LLC | 12,118 | $3.31M | 0.25% | +738+6.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,133 | $3.31M | 2.06% | +50.0% | Added |
| Gs Investments, Inc. | 12,139 | $3.31M | 1.73% | +12,139 | New |
| Financial Engines Advisors L.L.C. | 12,142 | $3.31M | 0.01% | +12,142 | New |
| Flagship Harbor Advisors, LLC | 11,949 | $3.32M | 0.36% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 12,201 | $3.33M | 0.25% | −100−0.8% | Reduced |
| Winning Points Advisors, LLC | 12,211 | $3.33M | 2.52% | +306+2.6% | Added |
| RFG Advisory, LLC | 12,216 | $3.33M | 0.27% | −241−1.9% | Reduced |
| Verdence Capital Advisors LLC | 12,230 | $3.34M | 0.44% | +1,845+17.8% | Added |
| Bragg Financial Advisors, Inc | 12,277 | $3.35M | 0.21% | −68−0.6% | Reduced |
| Simplex Trading, LLC | 11,976 | $3.35M | 0.12% | +3,544+42.0% | Added |
| Birinyi Associates Inc | 12,294 | $3.36M | 1.13% | −450−3.5% | Reduced |
| Hixon Zuercher, LLC | 12,311 | $3.36M | 1.96% | +349+2.9% | Added |
| PRW Wealth Management LLC | 12,320 | $3.36M | 1.68% | +260+2.2% | Added |
| Integrated Investment Consultants, LLC | 12,334 | $3.37M | 0.99% | −234−1.9% | Reduced |
| Guardian Investment Management | 12,101 | $3.38M | 2.50% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 12,404 | $3.39M | 0.87% | −818−6.2% | Reduced |
| Trust Co | 12,415 | $3.39M | 0.87% | +2,293+22.7% | Added |
| Mengis Capital Management, Inc. | 9,628 | $3.40M | 0.71% | +75+0.8% | Added |
| Scott & Selber, Inc. | 12,456 | $3.40M | 1.38% | −1,625−11.5% | Reduced |
| Amitell Capital Pte Ltd | 12,460 | $3.40M | 2.21% | −816−6.1% | Reduced |
| Perennial Investment Advisors, LLC | 12,458 | $3.40M | 1.20% | −37−0.3% | Reduced |
| Investment House LLC | 12,466 | $3.40M | 0.25% | −380−3.0% | Reduced |
| Plancorp, LLC | 12,493 | $3.41M | 0.24% | +234+1.9% | Added |
| City Holding Co | 12,526 | $3.42M | 0.58% | +113+0.9% | Added |
| Pacific Sun Financial Corp | 12,542 | $3.42M | 1.97% | +12,542 | New |
| Centaurus Financial, Inc. | 12,546 | $3.42M | 0.29% | +721+6.1% | Added |
| Larson Financial Group LLC | 12,552 | $3.43M | 0.68% | +9,023+255.7% | Added |
| Paradigm Financial Advisors, LLC | 12,562 | $3.43M | 0.79% | −1,115−8.2% | Reduced |
| HCR Wealth Advisors | 12,621 | $3.44M | 0.57% | +37+0.3% | Added |
| Apriem Advisors | 12,627 | $3.45M | 0.49% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12,627 | $3.45M | 1.00% | +3,073+32.2% | Added |
| Sky Investment Group LLC | 12,633 | $3.45M | 0.77% | −130−1.0% | Reduced |
| Bellwether Advisors, LLC | 12,654 | $3.45M | 1.15% | +1,589+14.4% | Added |