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 |
|---|---|---|---|---|---|
| Union Heritage Capital, LLC | 15,105 | $4.12M | 1.93% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 15,113 | $4.13M | 1.26% | −535−3.4% | Reduced |
| Aviance Capital Partners, LLC | 15,139 | $4.13M | 0.73% | 00.0% | Unchanged |
| Bank Hapoalim BM | 15,170 | $4.14M | 0.43% | −245−1.6% | Reduced |
| Spectrum Management Group, LLC | 15,171 | $4.14M | 0.65% | +1,399+10.2% | Added |
| DAGCO, Inc. | 15,188 | $4.14M | 1.78% | +17+0.1% | Added |
| Coastline Trust Co | 15,240 | $4.16M | 0.52% | +910+6.4% | Added |
| Hollow Brook Wealth Management LLC | 15,267 | $4.17M | 2.58% | −444−2.8% | Reduced |
| Fieldpoint Private Securities, LLC | 15,364 | $4.19M | 0.93% | +222+1.5% | Added |
| 1st Source Bank | 15,364 | $4.19M | 0.26% | +54+0.4% | Added |
| Proficio Capital Partners LLC | 15,373 | $4.20M | 0.55% | +439+2.9% | Added |
| Martin & Co Inc | 15,378 | $4.20M | 0.99% | +1,423+10.2% | Added |
| Center for Financial Planning, Inc. | 15,388 | $4.20M | 1.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,394 | $4.20M | 0.26% | −50,359−76.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,400 | $4.20M | 0.02% | −24,500−61.4% | Reduced |
| Strategic Advisors LLC | 15,457 | $4.22M | 0.91% | +490+3.3% | Added |
| Woodstock Corp | 15,465 | $4.22M | 0.49% | +51+0.3% | Added |
| Aurora Private Wealth, Inc. | 15,499 | $4.23M | 1.72% | −7,446−32.5% | Reduced |
| Parsec Financial Management, Inc. | 14,790 | $4.24M | 0.18% | +1,950+15.2% | Added |
| Paradigm Financial Partners, LLC | 15,024 | $4.25M | 1.01% | −63−0.4% | Reduced |
| Pittenger & Anderson Inc | 15,580 | $4.25M | 0.21% | +782+5.3% | Added |
| Weil Company, Inc. | 15,615 | $4.26M | 2.22% | +322+2.1% | Added |
| Evolution Wealth Advisors, LLC | 15,617 | $4.26M | 0.91% | +668+4.5% | Added |
| MD Financial Management Inc. | 15,622 | $4.26M | 0.11% | +1,438+10.1% | Added |
| Clarity Wealth Advisors, LLC | 15,653 | $4.27M | 2.10% | +335+2.2% | Added |
| Independent Investors Inc | 15,737 | $4.29M | 1.07% | −125−0.8% | Reduced |
| Stillwater Investment Management, LLC | 15,757 | $4.30M | 1.14% | −36−0.2% | Reduced |
| Factorial Partners, LLC | 15,800 | $4.31M | 2.93% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 15,799 | $4.31M | 1.60% | +790+5.3% | Added |
| Koss-Olinger Consulting, LLC | 15,843 | $4.32M | 0.70% | −664−4.0% | Reduced |
| Ritholtz Wealth Management | 15,865 | $4.33M | 0.30% | +1,285+8.8% | Added |
| Slow Capital, Inc. | 15,927 | $4.35M | 0.80% | +168+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 15,944 | $4.35M | 0.80% | −3,373−17.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15,839 | $4.35M | 0.13% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 15,959 | $4.36M | 0.34% | −6,223−28.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 15,985 | $4.36M | 2.39% | +2,022+14.5% | Added |
| Hodges Capital Management Inc. | 16,017 | $4.37M | 0.32% | +4,750+42.2% | Added |
| Leelyn Smith, LLC | 16,036 | $4.38M | 1.27% | +816+5.4% | Added |
| Truepoint, Inc. | 7,019 | $4.38M | 0.22% | +836+13.5% | Added |
| Bank of Hawaii | 16,070 | $4.39M | 0.24% | −85−0.5% | Reduced |
| Oxford Financial Group Ltd | 16,111 | $4.40M | 0.56% | −3,473−17.7% | Reduced |
| Private Trust Co NA | 16,115 | $4.40M | 0.64% | +4,341+36.9% | Added |
| Watchman Group, Inc. | 16,119 | $4.40M | 2.84% | −363−2.2% | Reduced |
| MainStreet Investment Advisors LLC | 16,149 | $4.41M | 0.42% | −4,109−20.3% | Reduced |
| Cove Street Capital, LLC | 16,150 | $4.41M | 0.65% | 00.0% | Unchanged |
| Cooper Financial Group | 16,170 | $4.41M | 0.92% | −121−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 16,185 | $4.42M | 1.07% | +258+1.6% | Added |
| Hedeker Wealth, LLC | 16,206 | $4.42M | 1.37% | −165−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 16,214 | $4.42M | 0.98% | +522+3.3% | Added |
| Meitav Dash Investments Ltd | 16,125 | $4.43M | 0.07% | +8,412+109.1% | Added |
| Edge Capital Group, LLC | 16,273 | $4.44M | 0.35% | −70.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 16,323 | $4.46M | 1.11% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 16,335 | $4.46M | 2.67% | −255−1.5% | Reduced |
| Benedict Financial Advisors Inc | 16,379 | $4.47M | 1.25% | +75+0.5% | Added |
| First Wilshire Securities Management Inc | 16,403 | $4.48M | 1.48% | +131+0.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 16,432 | $4.49M | 2.66% | 00.0% | Unchanged |
| Chicago Trust Co NA | 16,439 | $4.49M | 0.99% | +498+3.1% | Added |
| Wolf Group Capital Advisors | 16,450 | $4.49M | 2.45% | −4,730−22.3% | Reduced |
| First PREMIER Bank | 16,462 | $4.49M | 1.27% | −514−3.0% | Reduced |
| Highland Capital Management, LLC | 16,469 | $4.50M | 0.27% | −430−2.5% | Reduced |
| Glassman Wealth Services | 16,497 | $4.50M | 0.95% | +186+1.1% | Added |
| Avantax Planning Partners, Inc. | 16,521 | $4.51M | 0.21% | +1,143+7.4% | Added |
| PDS Planning, Inc | 16,546 | $4.52M | 1.04% | −125−0.7% | Reduced |
| Level Four Advisory Services, LLC | 16,572 | $4.52M | 0.47% | −3,363−16.9% | Reduced |
| Stelac Advisory Services LLC | 16,686 | $4.55M | 1.22% | −250−1.5% | Reduced |
| Colonial Trust Advisors | 16,691 | $4.56M | 0.56% | −60.0% | Reduced |
| RK Asset Management, LLC | 16,705 | $4.56M | 4.04% | −275−1.6% | Reduced |
| Circle Wealth Management, LLC | 16,809 | $4.59M | 0.66% | −1,095−6.1% | Reduced |
| Kore Private Wealth LLC | 16,873 | $4.61M | 0.48% | +4,240+33.6% | Added |
| NorthRock Partners, LLC | 16,919 | $4.62M | 0.38% | +1,148+7.3% | Added |
| TCI Wealth Advisors, Inc. | 16,931 | $4.62M | 0.73% | +165+1.0% | Added |
| Kingsview Wealth Management, LLC | 16,991 | $4.64M | 0.22% | +480+2.9% | Added |
| Wealthsource Partners, LLC | 17,002 | $4.64M | 0.41% | +9,018+113.0% | Added |
| AdvisorNet Financial, Inc | 17,041 | $4.65M | 0.32% | −8,914−34.3% | Reduced |
| Fort Point Capital Partners LLC | 17,111 | $4.67M | 0.72% | +6,681+64.1% | Added |
| Private Wealth Group, LLC | 17,132 | $4.68M | 3.09% | +1,259+7.9% | Added |
| Wesbanco Bank Inc | 17,179 | $4.69M | 0.18% | −240−1.4% | Reduced |
| Benson Investment Management Company, Inc. | 17,209 | $4.70M | 2.42% | +35+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,208 | $4.70M | 0.27% | +4,144+31.7% | Added |
| Community Bank & Trust, Waco, Texas | 17,269 | $4.71M | 1.53% | +26+0.2% | Added |
| Stonebridge Capital Management Inc | 17,287 | $4.72M | 1.73% | −275−1.6% | Reduced |
| AllGen Financial Advisors, Inc. | 17,297 | $4.72M | 3.85% | +1,041+6.4% | Added |
| Marietta Wealth Management, LLC | 17,315 | $4.73M | 1.03% | +199+1.2% | Added |
| Integrated Advisors Network LLC | 17,349 | $4.74M | 0.31% | −27−0.2% | Reduced |
| Pointe Capital Management LLC | 17,351 | $4.74M | 3.28% | −561−3.1% | Reduced |
| Terry L. Blaker | 17,365 | $4.74M | 0.30% | −16−0.1% | Reduced |
| Security National Bank of So Dak | 17,388 | $4.75M | 3.63% | −3,196−15.5% | Reduced |
| swisspartners Ltd. | 17,500 | $4.78M | 3.70% | +14,450+473.8% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 17,504 | $4.78M | 0.03% | −445−2.5% | Reduced |
| Trust Asset Management LLC | 17,567 | $4.79M | 0.66% | +436+2.5% | Added |
| Clayton Partners LLC | 17,599 | $4.80M | 4.59% | +60.0% | Added |
| B. Riley Wealth Management, Inc. | 17,597 | $4.80M | 0.37% | +970+5.8% | Added |
| Aldebaran Financial Inc. | 17,692 | $4.83M | 4.15% | −125−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,700 | $4.83M | 1.59% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17,774 | $4.85M | 0.98% | −160−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 17,838 | $4.87M | 0.93% | −325−1.8% | Reduced |
| Corsair Capital Management, L.P. | 17,868 | $4.88M | 0.93% | +62+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,877 | $4.88M | 0.31% | −4,300−19.4% | Reduced |
| Abbrea Capital, LLC | 17,885 | $4.88M | 0.73% | +231+1.3% | Added |
| Trustcore Financial Services, LLC | 17,894 | $4.88M | 0.48% | +179+1.0% | Added |