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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 12,671 | $3.46M | 1.19% | −782−5.8% | Reduced |
| PFG Advisors | 12,700 | $3.47M | 0.39% | +1,271+11.1% | Added |
| Global Trust Asset Management, LLC | 12,706 | $3.47M | 1.55% | −40.0% | Reduced |
| Canvas Wealth Advisors, LLC | 12,708 | $3.47M | 1.42% | +81+0.6% | Added |
| Quadrant Capital Group LLC | 12,725 | $3.47M | 0.48% | +307+2.5% | Added |
| High Note Wealth, LLC | 12,721 | $3.48M | 1.25% | +267+2.1% | Added |
| Cozad Asset Management Inc | 12,802 | $3.49M | 0.54% | 00.0% | Unchanged |
| Dodge & Cox | 12,820 | $3.50M | 0.00% | 00.0% | Unchanged |
| Symons Capital Management Inc | 12,862 | $3.51M | 2.25% | −960−6.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 12,882 | $3.52M | 1.48% | +110+0.9% | Added |
| Hyperion Capital Advisors LP | 12,896 | $3.52M | 0.94% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12,937 | $3.53M | 0.13% | −129−1.0% | Reduced |
| Blume Capital Management, Inc. | 12,938 | $3.53M | 1.29% | +200+1.6% | Added |
| North Star Investment Management Corp. | 12,944 | $3.53M | 0.29% | +33+0.3% | Added |
| Kingfisher Capital LLC | 12,986 | $3.54M | 0.92% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 12,995 | $3.55M | 1.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,998 | $3.55M | 0.82% | +2,084+19.1% | Added |
| Tradition Wealth Management, LLC | 13,046 | $3.56M | 0.51% | +729+5.9% | Added |
| XXEC, Inc. | 13,049 | $3.56M | 2.71% | −575−4.2% | Reduced |
| Transform Wealth, LLC | 13,091 | $3.57M | 0.41% | −294−2.2% | Reduced |
| Krilogy Financial LLC | 13,126 | $3.58M | 0.36% | +862+7.0% | Added |
| Horan Capital Advisors, LLC. | 13,136 | $3.58M | 1.59% | +295+2.3% | Added |
| Claybrook Capital, LLC | 13,146 | $3.59M | 1.81% | +11,692+804.1% | Added |
| Biltmore Family Office, LLC | 13,177 | $3.60M | 0.87% | +4,557+52.9% | Added |
| Appleton Partners Inc | 13,220 | $3.61M | 0.30% | +85+0.6% | Added |
| Old Port Advisors | 12,878 | $3.61M | 1.31% | +107+0.8% | Added |
| Mitchell Capital Management Co | 13,229 | $3.61M | 0.81% | +401+3.1% | Added |
| TRUE Private Wealth Advisors | 13,241 | $3.61M | 0.53% | −20.0% | Reduced |
| Johnson Financial Group, Inc. | 13,240 | $3.61M | 0.25% | −160−1.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,275 | $3.62M | 0.49% | −122−0.9% | Reduced |
| Canal Capital Management, LLC | 13,292 | $3.63M | 1.03% | +34+0.3% | Added |
| DCM Advisors, LLC | 13,363 | $3.65M | 1.40% | +11,796+752.8% | Added |
| Intrepid Capital Management Inc | 13,374 | $3.65M | 1.80% | −18−0.1% | Reduced |
| Allegheny Financial Group LTD | 13,405 | $3.66M | 1.68% | +11+0.1% | Added |
| Moseley Investment Management Inc | 13,292 | $3.67M | 1.83% | −60−0.4% | Reduced |
| Jacobs & Co | 13,435 | $3.67M | 0.42% | +90+0.7% | Added |
| Accredited Investors Inc. | 13,441 | $3.67M | 0.40% | −63−0.5% | Reduced |
| Investors Financial Group, LLC | 13,441 | $3.67M | 1.94% | +339+2.6% | Added |
| Cowen Prime Advisors LLC | 13,465 | $3.67M | 1.37% | +250+1.9% | Added |
| Compton Capital Management Inc | 13,504 | $3.69M | 1.08% | −1,400−9.4% | Reduced |
| Flputnam Investment Management Co | 13,506 | $3.69M | 0.13% | +1,487+12.4% | Added |
| Baker Tilly Wealth Management, LLC | 13,514 | $3.69M | 0.49% | +794+6.2% | Added |
| Harbour Investment Management LLC | 13,587 | $3.71M | 1.88% | −1,434−9.5% | Reduced |
| Canton Hathaway, LLC | 13,611 | $3.71M | 1.07% | +380+2.9% | Added |
| Checchi Capital Advisers, LLC | 13,613 | $3.72M | 0.46% | −50−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 13,649 | $3.73M | 0.23% | −945−6.5% | Reduced |
| Kings Point Capital Management | 13,654 | $3.73M | 0.33% | +298+2.2% | Added |
| Capital Financial Services, LLC | 13,660 | $3.73M | 4.56% | +200+1.5% | Added |
| Regal Investment Advisors LLC | 13,688 | $3.74M | 0.36% | +1,546+12.7% | Added |
| Annapolis Financial Services, LLC | 13,711 | $3.74M | 1.24% | +183+1.4% | Added |
| Sage Mountain Advisors LLC | 13,716 | $3.74M | 0.54% | +656+5.0% | Added |
| Prospera Financial Services Inc | 13,753 | $3.75M | 0.19% | −125−0.9% | Reduced |
| KC Investment Advisors, LLC | 13,754 | $3.75M | 3.02% | +169+1.2% | Added |
| Personal Wealth Partners | 13,824 | $3.77M | 1.59% | +368+2.7% | Added |
| Granite Investment Partners, LLC | 13,834 | $3.78M | 0.12% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 13,935 | $3.80M | 1.69% | −246−1.7% | Reduced |
| Independent Financial Group, LLC | 13,936 | $3.80M | 0.39% | −888−6.0% | Reduced |
| Wendell David Associates Inc | 13,960 | $3.81M | 0.42% | −308−2.2% | Reduced |
| Banque Pictet & Cie SA | 13,980 | $3.82M | 0.04% | −5,000−26.3% | Reduced |
| Varma Mutual Pension Insurance Co | 13,994 | $3.82M | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 14,049 | $3.83M | 0.13% | −137−1.0% | Reduced |
| Delta Asset Management LLC | 14,103 | $3.85M | 0.37% | −25−0.2% | Reduced |
| RMB Capital Management, LLC | 14,106 | $3.85M | 0.13% | −20.0% | Reduced |
| Brightworth | 14,180 | $3.87M | 0.35% | −11−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,188 | $3.87M | 0.81% | −746−5.0% | Reduced |
| Pacifica Partners Inc. | 13,968 | $3.88M | 2.82% | −212−1.5% | Reduced |
| Knuff & Co LLC | 14,211 | $3.88M | 1.45% | +130+0.9% | Added |
| Pinnacle Bancorp, Inc. | 14,221 | $3.88M | 1.55% | +10+0.1% | Added |
| All Season Financial Advisors, Inc. | 14,227 | $3.88M | 3.13% | −7,182−33.5% | Reduced |
| KCS Wealth Advisory | 14,255 | $3.89M | 1.84% | +189+1.3% | Added |
| Mad River Investors | 14,028 | $3.90M | 2.50% | 00.0% | Unchanged |
| Capital City Trust Co | 14,293 | $3.90M | 1.21% | +175+1.2% | Added |
| Symmetry Partners, LLC | 14,045 | $3.90M | 0.26% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 13,672 | $3.91M | 2.01% | +75+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,401 | $3.93M | 0.38% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 14,415 | $3.93M | 0.78% | +378+2.7% | Added |
| Icon Wealth Partners, LLC | 14,422 | $3.94M | 0.42% | −3,730−20.5% | Reduced |
| Pegasus Asset Management, Inc. | 14,480 | $3.95M | 1.81% | +366+2.6% | Added |
| 4J Wealth Management LLC | 14,506 | $3.96M | 3.44% | +34+0.2% | Added |
| Waddell & Associates, LLC | 14,510 | $3.96M | 0.67% | +6,172+74.0% | Added |
| Blueshift Asset Management, LLC | 14,551 | $3.97M | 0.22% | +13,300+1,063.1% | Added |
| Carolinas Wealth Consulting LLC | 14,637 | $4.00M | 0.93% | −583−3.8% | Reduced |
| Heartland Advisors Inc | 14,644 | $4.00M | 0.24% | −67−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,663 | $4.00M | 1.31% | +171+1.2% | Added |
| WFA of San Diego, LLC | 14,668 | $4.00M | 2.80% | −373−2.5% | Reduced |
| Resonant Capital Advisors, LLC | 14,666 | $4.00M | 0.70% | +1,531+11.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,703 | $4.01M | 0.73% | +5,589+61.3% | Added |
| YorkBridge Wealth Partners, LLC | 14,722 | $4.02M | 1.01% | −60−0.4% | Reduced |
| Grimes & Company, Inc. | 14,764 | $4.03M | 0.18% | −284−1.9% | Reduced |
| Mayflower Financial Advisors, LLC | 14,184 | $4.04M | 0.55% | +1,600+12.7% | Added |
| Quantum Capital Management, LLC | 14,825 | $4.05M | 0.49% | −194−1.3% | Reduced |
| Value Partners Investments Inc. | 15,009 | $4.07M | 0.35% | −1,271−7.8% | Reduced |
| Bar Harbor Trust Services | 14,926 | $4.07M | 1.27% | +493+3.4% | Added |
| Front Barnett Associates LLC | 14,935 | $4.08M | 0.42% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 14,947 | $4.08M | 0.12% | +1,959+15.1% | Added |
| Hartline Investment Corp | 14,990 | $4.09M | 0.57% | −9,547−38.9% | Reduced |
| Bright Rock Capital Management, LLC | 15,000 | $4.09M | 1.02% | 00.0% | Unchanged |
| Zacks Investment Management | 14,998 | $4.09M | 0.06% | +854+6.0% | Added |
| Granite Point Capital Management, L.P. | 15,000 | $4.09M | 1.59% | +15,000 | New |
| Berkshire Asset Management LLC | 15,031 | $4.10M | 0.27% | −123−0.8% | Reduced |