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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 18,000 | $4.91M | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 18,094 | $4.94M | 1.91% | +25+0.1% | Added |
| Blackhill Capital Inc | 18,108 | $4.94M | 0.43% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 18,183 | $4.96M | 1.17% | +35+0.2% | Added |
| Crawford Investment Counsel Inc | 18,245 | $4.98M | 0.10% | +166+0.9% | Added |
| Bedel Financial Consulting, Inc. | 18,248 | $4.98M | 1.71% | −19−0.1% | Reduced |
| Old National Bancorp | 18,276 | $4.99M | 0.19% | +1,386+8.2% | Added |
| Pavion Blue Capital, LLC | 18,296 | $4.99M | 3.10% | −90.0% | Reduced |
| Moser Wealth Advisors, LLC | 18,304 | $5.00M | 3.19% | −45−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 18,336 | $5.00M | 1.14% | +595+3.4% | Added |
| IPG Investment Advisors LLC | 18,401 | $5.02M | 1.59% | −659−3.5% | Reduced |
| Douglas Lane & Associates, LLC | 18,410 | $5.03M | 0.07% | −182−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 18,478 | $5.04M | 0.81% | −225−1.2% | Reduced |
| Pensionfund DSM Netherlands | 18,500 | $5.05M | 0.64% | −13,000−41.3% | Reduced |
| Pflug Koory, LLC | 18,497 | $5.05M | 2.76% | −136−0.7% | Reduced |
| Red Door Wealth Management, LLC | 18,624 | $5.08M | 1.94% | +544+3.0% | Added |
| Kovack Advisors, Inc. | 18,652 | $5.09M | 0.55% | +1,494+8.7% | Added |
| WBH Advisory Inc | 18,697 | $5.10M | 0.69% | +127+0.7% | Added |
| Seeyond | 18,707 | $5.11M | 0.49% | +13,890+288.4% | Added |
| Bennett Selby Investments LP | 18,732 | $5.11M | 3.34% | +420+2.3% | Added |
| Jackson Square Capital, LLC | 18,735 | $5.11M | 1.66% | +40+0.2% | Added |
| Hilltop Holdings Inc. | 18,761 | $5.12M | 0.56% | +2,744+17.1% | Added |
| Trust Co of Oklahoma | 18,813 | $5.13M | 1.84% | −778−4.0% | Reduced |
| Security National Bank of Sioux City Iowa | 18,816 | $5.13M | 3.95% | +1,668+9.7% | Added |
| Laidlaw Wealth Management LLC | 18,833 | $5.14M | 1.32% | +90+0.5% | Added |
| Wealthcare Advisory Partners LLC | 18,856 | $5.15M | 0.34% | +1,504+8.7% | Added |
| Sumitomo Life Insurance Co | 18,928 | $5.17M | 0.14% | −800−4.1% | Reduced |
| Meristem Family Wealth, LLC | 18,967 | $5.18M | 0.50% | +10,035+112.3% | Added |
| Berman Capital Advisors, LLC | 19,074 | $5.21M | 0.82% | +1,552+8.9% | Added |
| Pin Oak Investment Advisors Inc | 19,084 | $5.21M | 5.75% | −625−3.2% | Reduced |
| Conning Inc. | 19,137 | $5.22M | 0.15% | −3,490−15.4% | Reduced |
| NBT Bank N A | 19,158 | $5.23M | 0.73% | −70−0.4% | Reduced |
| Tompkins Financial Corp | 19,191 | $5.24M | 0.96% | +19,191 | New |
| Duality Advisers, LP | 19,267 | $5.26M | 0.40% | +8,630+81.1% | Added |
| Ellis Investment Partners, LLC | 19,302 | $5.27M | 1.33% | −263−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 19,304 | $5.27M | 0.13% | +1,468+8.2% | Added |
| Bank of New Hampshire | 19,210 | $5.34M | 1.43% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 18,416 | $5.36M | 1.05% | −809−4.2% | Reduced |
| Cypress Asset Management Inc | 19,678 | $5.37M | 1.39% | +40+0.2% | Added |
| Silver Lake Advisory, LLC | 19,720 | $5.38M | 2.65% | +54+0.3% | Added |
| Davy Global Fund Management Ltd | 19,718 | $5.38M | 0.82% | 00.0% | Unchanged |
| AIA Group Ltd | 19,744 | $5.39M | 0.30% | +16,233+462.3% | Added |
| Pitcairn Co | 19,805 | $5.41M | 0.37% | −209−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 19,859 | $5.42M | 0.46% | −199−1.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,897 | $5.43M | 0.99% | +19,897 | New |
| Benjamin F. Edwards & Company, Inc. | 19,931 | $5.44M | 0.27% | +57+0.3% | Added |
| Fosun International Ltd | 19,685 | $5.46M | 0.28% | −910−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 20,032 | $5.47M | 0.12% | −4,030−16.7% | Reduced |
| Azimuth Capital Management LLC | 20,056 | $5.47M | 0.24% | −18−0.1% | Reduced |
| Johanson Financial Advisors, Inc. | 20,087 | $5.48M | 1.89% | +48+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 20,087 | $5.48M | 0.63% | +14,718+274.1% | Added |
| Sentry Investment Management LLC | 20,130 | $5.49M | 1.60% | +788+4.1% | Added |
| LexAurum Advisors, LLC | 20,238 | $5.52M | 1.63% | +90.0% | Added |
| Cambridge Trust Co | 20,237 | $5.52M | 0.21% | +197+1.0% | Added |
| Wedgewood Partners Inc | 20,250 | $5.53M | 0.78% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20,273 | $5.53M | 0.52% | +4,803+31.0% | Added |
| Simmons Bank | 20,299 | $5.54M | 0.40% | +15+0.1% | Added |
| Intrust Bank NA | 20,310 | $5.54M | 0.73% | +1,010+5.2% | Added |
| Brouwer & Janachowski, LLC | 20,318 | $5.55M | 0.97% | −9,804−32.5% | Reduced |
| Boston Research & Management Inc | 20,320 | $5.55M | 1.65% | +80.0% | Added |
| Montis Financial, LLC | 20,271 | $5.55M | 4.71% | −1,012−4.8% | Reduced |
| Kames Capital plc | 20,398 | $5.57M | 0.08% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 20,443 | $5.58M | 4.21% | −2,540−11.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 20,476 | $5.59M | 3.16% | −36−0.2% | Reduced |
| Ar Asset Management Inc | 20,518 | $5.60M | 1.57% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 20,523 | $5.60M | 4.57% | −713−3.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,555 | $5.61M | 0.98% | +40+0.2% | Added |
| Cambridge Advisors Inc. | 20,581 | $5.62M | 1.37% | −144−0.7% | Reduced |
| Van Hulzen Asset Management, LLC | 20,585 | $5.62M | 0.84% | +251+1.2% | Added |
| Woodmont Investment Counsel LLC | 20,696 | $5.65M | 0.82% | +932+4.7% | Added |
| Titus Wealth Management | 20,718 | $5.65M | 2.97% | −27−0.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 20,748 | $5.66M | 0.24% | +132+0.6% | Added |
| Welch Group, LLC | 20,842 | $5.69M | 0.39% | +1,444+7.4% | Added |
| Holocene Advisors, LP | 20,859 | $5.69M | 0.03% | +20,859 | New |
| RWM Asset Management, LLC | 20,875 | $5.70M | 1.14% | −221−1.0% | Reduced |
| Heritage Investors Management Corp | 20,890 | $5.70M | 0.24% | +297+1.4% | Added |
| Bowling Portfolio Management LLC | 20,937 | $5.71M | 1.28% | −99−0.5% | Reduced |
| IFG Advisory, LLC | 20,943 | $5.72M | 0.62% | +506+2.5% | Added |
| GFS Advisors, LLC | 21,016 | $5.74M | 1.25% | −1,200−5.4% | Reduced |
| Strategy Asset Managers LLC | 21,091 | $5.76M | 1.28% | −4,633−18.0% | Reduced |
| Ballentine Partners, LLC | 21,092 | $5.76M | 0.20% | −742−3.4% | Reduced |
| Clarius Group, LLC | 21,169 | $5.78M | 0.52% | +479+2.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 21,241 | $5.80M | 1.59% | −213−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 21,384 | $5.84M | 0.27% | −97−0.5% | Reduced |
| Gratus Capital LLC | 21,458 | $5.86M | 0.63% | +134+0.6% | Added |
| Iowa State Bank | 21,463 | $5.86M | 1.64% | −1,488−6.5% | Reduced |
| Bristlecone Advisors, LLC | 21,467 | $5.86M | 0.77% | −286−1.3% | Reduced |
| Harvey Capital Management Inc | 21,480 | $5.86M | 2.01% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 21,572 | $5.89M | 2.85% | +266+1.2% | Added |
| Redmond Asset Management, LLC | 21,757 | $5.94M | 1.86% | −11−0.1% | Reduced |
| Chronos Wealth Management, LLC | 21,778 | $5.94M | 4.04% | −244−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 20,498 | $5.96M | 0.53% | −410−2.0% | Reduced |
| AlphaStar Capital Management, LLC | 20,805 | $5.97M | 0.41% | +19,024+1,068.2% | Added |
| Chemung Canal Trust Co | 21,887 | $5.97M | 1.15% | +13,666+166.2% | Added |
| Marietta Investment Partners LLC | 21,988 | $6.00M | 1.38% | 00.0% | Unchanged |
| Pensionfund Sabic | 22,000 | $6.00M | 1.27% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 22,092 | $6.03M | 0.46% | +500+2.3% | Added |
| Perennial Advisors, LLC | 22,099 | $6.03M | 1.78% | +451+2.1% | Added |
| Garner Asset Management Corp | 22,136 | $6.04M | 2.83% | +1,945+9.6% | Added |
| Lake Street Advisors Group, LLC | 22,144 | $6.04M | 0.65% | +5,309+31.5% | Added |