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; 4,928 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 647 | $177.0K | 0.08% | +42+6.9% | Added |
| Arcadia Investment Management Corp | 659 | $180.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 661 | $180.0K | 0.01% | +285+75.8% | Added |
| West Paces Advisors Inc. | 670 | $182.9K | 0.06% | +57+9.3% | Added |
| Hillsdale Investment Management Inc. | 675 | $184.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 679 | $185.0K | 0.09% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 689 | $188.1K | 0.11% | −190,798−99.6% | Reduced |
| Kempen Capital Management N.V. | 700 | $191.0K | 0.01% | −11,201−94.1% | Reduced |
| AlphaCore Capital LLC | 709 | $194.0K | 0.10% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 713 | $195.0K | 0.10% | 00.0% | Unchanged |
| Front Row Advisors LLC | 719 | $196.0K | 0.08% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 720 | $197.0K | 0.15% | −295−29.1% | Reduced |
| Fortis Advisors, LLC | 728 | $199.0K | 0.12% | +54+8.0% | Added |
| S. R. Schill & Associates | 734 | $200.0K | 0.09% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 741 | $202.0K | 0.20% | +9+1.2% | Added |
| HM Capital Management, LLC | 745 | $203.0K | 0.09% | −681−47.8% | Reduced |
| FAI Wealth Management | 750 | $204.0K | 0.18% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 750 | $205.0K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $205.0K | 0.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 750 | $205.0K | 0.19% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 757 | $207.0K | 0.11% | 00.0% | Unchanged |
| Lake Point Wealth Management | 758 | $207.0K | 0.10% | +22+3.0% | Added |
| Tudor Investment Corp Et Al | 758 | $207.0K | 0.00% | +758 | New |
| Wealth Enhancement & Preservation of GA, LLC | 762 | $208.0K | 0.16% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 763 | $208.0K | 0.15% | +763 | New |
| Fusion Family Wealth LLC | 766 | $209.0K | 0.03% | −1,000−56.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 764 | $209.0K | 0.13% | −50−6.1% | Reduced |
| Barnett & Company, Inc. | 769 | $210.0K | 0.16% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 772 | $211.0K | 0.10% | −359−31.7% | Reduced |
| Clearwater Capital Advisors, LLC | 774 | $211.0K | 0.02% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 780 | $213.0K | 0.04% | 00.0% | Unchanged |
| Doliver Advisors, LP | 779 | $213.0K | 0.07% | +18+2.4% | Added |
| Twin Focus Capital Partners, LLC | 786 | $215.0K | 0.05% | −39,964−98.1% | Reduced |
| Elevated Capital Advisors, LLC | 786 | $215.0K | 0.07% | +786 | New |
| Chiron Capital Management, LLC | 796 | $217.0K | 0.16% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 795 | $217.0K | 0.03% | +795 | New |
| Community Bank, N.A. | 800 | $218.0K | 0.03% | −4,365−84.5% | Reduced |
| 17 Capital Partners, LLC | 800 | $218.0K | 0.21% | 00.0% | Unchanged |
| Brickley Wealth Management | 797 | $218.0K | 0.05% | +23+3.0% | Added |
| Notis-McConarty Edward | 800 | $218.0K | 0.08% | +800 | New |
| Newport Capital Group, LLC | 800 | $218.0K | 0.17% | +800 | New |
| WC Walker & Associates, Inc. | 801 | $219.0K | 0.12% | 00.0% | Unchanged |
| Santori & Peters | 806 | $219.0K | 0.12% | +5+0.6% | Added |
| Bridge Creek Capital Management LLC | 802 | $219.0K | 0.08% | +25+3.2% | Added |
| Safeguard Investment Advisory Group, LLC | 803 | $219.0K | 0.14% | +45+5.9% | Added |
| Jacobson & Schmitt Advisors, LLC | 807 | $220.0K | 0.06% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 810 | $221.0K | 0.04% | +17+2.1% | Added |
| Friedenthal Financial | 810 | $221.0K | 0.13% | +810 | New |
| PrairieView Partners, LLC | 822 | $224.0K | 0.03% | +2+0.2% | Added |
| Old North State Trust, LLC | 820 | $224.0K | 0.20% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 825 | $225.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 827 | $226.0K | 0.14% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 807 | $227.0K | 0.11% | 00.0% | Unchanged |
| CNB Bank | 836 | $228.0K | 0.14% | −150−15.2% | Reduced |
| Foster & Motley Inc | 836 | $228.0K | 0.02% | 00.0% | Unchanged |
| Seascape Capital Management | 840 | $229.0K | 0.12% | −1−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 847 | $231.0K | 0.01% | +797+1,594.0% | Added |
| Silicon Valley Community Foundation | 848 | $231.5K | 0.02% | +183+27.5% | Added |
| Kornitzer Capital Management Inc | 850 | $232.0K | 0.00% | −1,300−60.5% | Reduced |
| Centerpoint Advisors, LLC | 850 | $232.0K | 0.11% | −125−12.8% | Reduced |
| New England Investment & Retirement Group, Inc. | 849 | $232.0K | 0.05% | −1−0.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 850 | $232.0K | 0.17% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 855 | $233.0K | 0.08% | −180−17.4% | Reduced |
| Clark Financial Services Group Inc | 853 | $233.0K | 0.18% | 00.0% | Unchanged |
| Planning Directions Inc | 853 | $233.0K | 0.17% | +35+4.3% | Added |
| Harvest Fund Management Co., Ltd | 861 | $234.0K | 0.05% | −178−17.1% | Reduced |
| Ayrshire Capital Management LLC | 857 | $234.0K | 0.13% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 858 | $234.0K | 0.14% | +27+3.2% | Added |
| Investors Asset Management of Georgia Inc | 859 | $234.0K | 0.12% | +74+9.4% | Added |
| Menard Financial Group LLC | 860 | $235.0K | 0.21% | +11+1.3% | Added |
| Northeast Financial Group, Inc. | 863 | $235.5K | 0.15% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 865 | $236.0K | 0.07% | −177−17.0% | Reduced |
| GM Advisory Group, Inc. | 863 | $236.0K | 0.02% | −150−14.8% | Reduced |
| Ibex Investors LLC | 865 | $236.0K | 0.16% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 866 | $236.0K | 0.15% | +14+1.6% | Added |
| Guidance Point Advisors, LLC | 873 | $237.0K | 0.09% | +17+2.0% | Added |
| Bank Ozk | 871 | $238.0K | 0.11% | +871 | New |
| St. Johns Investment Management Company, LLC | 880 | $240.0K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 888 | $242.0K | 0.07% | −464−34.3% | Reduced |
| Providence Capital Advisors, LLC | 885 | $242.0K | 0.08% | −253−22.2% | Reduced |
| Affinity Wealth Management LLC | 885 | $242.0K | 0.05% | +10+1.1% | Added |
| Facet Wealth, Inc. | 889 | $243.0K | 0.03% | +889 | New |
| S.E.E.D. Planning Group LLC | 893 | $244.0K | 0.12% | −3,594−80.1% | Reduced |
| GFG Capital, LLC | 895 | $244.0K | 0.08% | −155−14.8% | Reduced |
| Hanlon Investment Management, Inc. | 899 | $245.0K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 900 | $246.0K | 0.15% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $246.0K | 0.22% | 00.0% | Unchanged |
| Earnest Partners LLC | 901 | $246.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 900 | $246.0K | 0.11% | 00.0% | Unchanged |
| Outfitter Financial LLC | 905 | $247.0K | 0.19% | −160−15.0% | Reduced |
| Capital One Financial Corp | 910 | $248.0K | 0.03% | +26+2.9% | Added |
| Capital Investment Counsel, Inc | 910 | $248.0K | 0.05% | +90+11.0% | Added |
| Boston Common Asset Management, LLC | 911 | $249.0K | 0.01% | −2,520−73.4% | Reduced |
| Mma Asset Management LLC | 914 | $249.0K | 0.19% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 914 | $249.0K | 0.08% | +76+9.1% | Added |
| Riverpoint Wealth Management Holdings, LLC | 915 | $250.0K | 0.09% | −1,348−59.6% | Reduced |
| Raffa Wealth Management, LLC | 916 | $250.0K | 0.09% | +389+73.8% | Added |
| Brasada Capital Management, LP | 920 | $251.0K | 0.05% | −130−12.4% | Reduced |
| Derby & Company, Inc | 918 | $251.0K | 0.05% | 00.0% | Unchanged |
| Bay Rivers Group | 920 | $251.0K | 0.17% | +920 | New |