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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 22,223 | $6.07M | 0.70% | +136+0.6% | Added |
| Alley Co LLC | 22,229 | $6.07M | 1.09% | +205+0.9% | Added |
| Veritas Investment Management (UK) Ltd | 22,251 | $6.07M | 1.00% | −700−3.0% | Reduced |
| Riverstone Advisors, LLC | 22,267 | $6.08M | 2.80% | +143+0.6% | Added |
| Levin Capital Strategies, L.P. | 22,285 | $6.08M | 0.62% | −45−0.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 22,338 | $6.10M | 2.27% | −200−0.9% | Reduced |
| Van Leeuwen & Company, LLC | 22,359 | $6.10M | 3.74% | +255+1.2% | Added |
| Great Valley Advisor Group, Inc. | 22,403 | $6.12M | 0.42% | +3,116+16.2% | Added |
| Telemus Capital, LLC | 22,438 | $6.12M | 0.52% | −3,997−15.1% | Reduced |
| Arrow Financial Corp | 22,453 | $6.13M | 0.79% | −300−1.3% | Reduced |
| Annandale Capital, LLC | 22,484 | $6.14M | 3.69% | −501−2.2% | Reduced |
| Patriot Investment Management Inc. | 22,604 | $6.17M | 0.56% | +171+0.8% | Added |
| Mid Atlantic Financial Management Inc | 22,661 | $6.18M | 0.41% | −521−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,704 | $6.20M | 0.39% | −270−1.2% | Reduced |
| Adviser Investments LLC | 22,714 | $6.20M | 0.46% | −100.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 22,789 | $6.22M | 0.02% | −673−2.9% | Reduced |
| Foster Group, Inc. | 22,923 | $6.26M | 0.61% | −206−0.9% | Reduced |
| SeaBridge Investment Advisors LLC | 22,934 | $6.26M | 2.06% | −516−2.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,006 | $6.28M | 0.02% | −2,208−8.8% | Reduced |
| Fulton Bank, N.A. | 23,115 | $6.31M | 0.29% | +3,566+18.2% | Added |
| Meritage Portfolio Management | 23,167 | $6.32M | 0.38% | +121+0.5% | Added |
| Bickling Financial Services, Inc. | 23,227 | $6.34M | 3.22% | −1,196−4.9% | Reduced |
| Cutler Group LP | 23,243 | $6.34M | 0.48% | −1,500−6.1% | Reduced |
| TD Private Client Wealth LLC | 23,282 | $6.35M | 0.27% | +4,846+26.3% | Added |
| Arete Wealth Advisors, LLC | 23,284 | $6.36M | 0.70% | −725−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 23,418 | $6.39M | 0.40% | −125−0.5% | Reduced |
| Mechanics Bank Trust Department | 23,418 | $6.39M | 1.03% | −2,477−9.6% | Reduced |
| Wealth Architects, LLC | 23,473 | $6.41M | 1.24% | −379−1.6% | Reduced |
| LVW Advisors, LLC | 23,626 | $6.45M | 1.13% | −192−0.8% | Reduced |
| RSM US Wealth Management LLC | 23,627 | $6.45M | 0.34% | +148+0.6% | Added |
| We Are One Seven, LLC | 22,541 | $6.47M | 0.82% | +287+1.3% | Added |
| Trinity Financial Advisors LLC | 23,807 | $6.50M | 4.35% | −1,257−5.0% | Reduced |
| Princeton Global Asset Management LLC | 23,808 | $6.50M | 1.98% | −198−0.8% | Reduced |
| First Interstate Bank | 23,909 | $6.53M | 0.67% | +958+4.2% | Added |
| Intercontinental Wealth Advisors, LLC | 23,952 | $6.54M | 1.52% | +6,807+39.7% | Added |
| Mairs & Power Inc | 23,998 | $6.55M | 0.07% | −230−0.9% | Reduced |
| Clark Estates Inc | 24,000 | $6.55M | 0.94% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 24,007 | $6.55M | 0.94% | +4,041+20.2% | Added |
| Financial Insights, Inc. | 24,060 | $6.57M | 6.04% | +218+0.9% | Added |
| Banco Santander, S.A. | 24,085 | $6.57M | 0.04% | −808−3.2% | Reduced |
| Codex Capital, L.L.C. | 24,100 | $6.58M | 3.53% | 00.0% | Unchanged |
| Empirical Finance, LLC | 24,194 | $6.60M | 1.00% | +1,346+5.9% | Added |
| HFR Wealth Management, LLC | 24,203 | $6.61M | 1.92% | +843+3.6% | Added |
| Moloney Securities Asset Management, LLC | 24,276 | $6.63M | 1.21% | +476+2.0% | Added |
| NorthCoast Asset Management LLC | 24,321 | $6.64M | 0.24% | +7,116+41.4% | Added |
| Savant Capital, LLC | 24,331 | $6.64M | 0.24% | −1,397−5.4% | Reduced |
| Financial Advocates Investment Management | 24,336 | $6.64M | 0.46% | −2,551−9.5% | Reduced |
| AMG National Trust Bank | 24,355 | $6.65M | 0.22% | +410+1.7% | Added |
| Zhang Financial LLC | 24,489 | $6.68M | 1.55% | +1,652+7.2% | Added |
| SOA Wealth Advisors, LLC. | 24,528 | $6.69M | 1.71% | +654+2.7% | Added |
| Park Avenue Securities LLC | 24,579 | $6.71M | 0.13% | +1,611+7.0% | Added |
| Highlander Capital Management, LLC | 24,645 | $6.73M | 3.41% | −500−2.0% | Reduced |
| Eqis Capital Management, Inc. | 24,661 | $6.73M | 0.51% | +951+4.0% | Added |
| Teamwork Financial Advisors, LLC | 24,669 | $6.73M | 1.33% | +2,445+11.0% | Added |
| Smith & Howard Wealth Management, LLC | 24,866 | $6.79M | 3.20% | −439−1.7% | Reduced |
| V Wealth Advisors LLC | 24,944 | $6.81M | 1.07% | +217+0.9% | Added |
| IHT Wealth Management, LLC | 24,959 | $6.81M | 0.55% | −3,291−11.6% | Reduced |
| Geneva Partners, LLC | 24,235 | $6.82M | 3.36% | +421+1.8% | Added |
| Hantz Financial Services, Inc. | 24,994 | $6.82M | 0.22% | +3,823+18.1% | Added |
| Franklin Street Advisors Inc | 25,021 | $6.83M | 0.58% | −29,089−53.8% | Reduced |
| Brookstone Capital Management | 24,572 | $6.83M | 0.12% | +304+1.3% | Added |
| Jasper Ridge Partners, L.P. | 25,040 | $6.83M | 0.30% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 25,040 | $6.83M | 2.74% | +7,841+45.6% | Added |
| SRS Capital Advisors, Inc. | 25,086 | $6.85M | 0.94% | −27−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 25,122 | $6.86M | 2.48% | −275−1.1% | Reduced |
| Longitude (Cayman) Ltd. | 25,150 | $6.86M | 5.33% | −2,350−8.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,214 | $6.88M | 0.49% | −923−3.5% | Reduced |
| Boston Financial Mangement LLC | 25,279 | $6.90M | 0.28% | +90+0.4% | Added |
| Integrated Wealth Concepts LLC | 25,304 | $6.91M | 0.22% | +3,401+15.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 25,355 | $6.92M | 5.97% | +399+1.6% | Added |
| Anchor Investment Management, LLC | 25,449 | $6.95M | 0.97% | +1,115+4.6% | Added |
| Harbour Investments, Inc. | 25,494 | $6.96M | 0.22% | −875−3.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 25,695 | $7.01M | 3.45% | +551+2.2% | Added |
| First Horizon Advisors, Inc. | 25,732 | $7.02M | 0.23% | +2,485+10.7% | Added |
| Excalibur Management Corp | 25,738 | $7.03M | 3.08% | +157+0.6% | Added |
| Profund Advisors LLC | 25,786 | $7.04M | 0.24% | −1,923−6.9% | Reduced |
| Tower Bridge Advisors | 25,811 | $7.04M | 0.47% | +9,925+62.5% | Added |
| Auxier Asset Management | 25,843 | $7.05M | 1.19% | −110−0.4% | Reduced |
| Asset Advisors Investment Management, LLC | 25,900 | $7.07M | 0.79% | −1,764−6.4% | Reduced |
| Apollon Wealth Management, LLC | 26,085 | $7.12M | 0.98% | +7,050+37.0% | Added |
| Keystone Financial Group | 26,161 | $7.14M | 1.29% | −311−1.2% | Reduced |
| Mark Stevens | 26,184 | $7.15M | 0.80% | −463−1.7% | Reduced |
| KCM Investment Advisors LLC | 26,308 | $7.18M | 0.29% | −1,820−6.5% | Reduced |
| Caldwell Trust Co | 26,368 | $7.20M | 0.91% | −332−1.2% | Reduced |
| Farmers Trust Co | 26,140 | $7.21M | 1.60% | −265−1.0% | Reduced |
| Gifford Fong Associates | 26,500 | $7.23M | 1.41% | 00.0% | Unchanged |
| Moore Capital Management, LP | 26,500 | $7.23M | 0.15% | +2,500+10.4% | Added |
| SAM Advisors, LLC | 26,495 | $7.26M | 3.52% | +26,495 | New |
| Arlington Financial Advisors, LLC | 26,635 | $7.27M | 2.85% | +95+0.4% | Added |
| Perigon Wealth Management, LLC | 26,684 | $7.28M | 0.63% | −502−1.8% | Reduced |
| LFL Advisers, LLC | 26,838 | $7.33M | 3.36% | 00.0% | Unchanged |
| Courant Investment Management LLC | 26,872 | $7.33M | 6.19% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 26,920 | $7.35M | 1.71% | +485+1.8% | Added |
| Breiter Capital Management Inc | 26,948 | $7.36M | 4.20% | +11,707+76.8% | Added |
| Veriti Management LLC | 27,062 | $7.39M | 1.05% | +4,325+19.0% | Added |
| Ycg, LLC | 27,100 | $7.40M | 0.70% | −18−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 27,215 | $7.43M | 0.65% | −4,169−13.3% | Reduced |
| Stone Run Capital, LLC | 27,235 | $7.43M | 2.55% | +360+1.3% | Added |
| Citizens National Bank Trust Department | 27,372 | $7.47M | 2.12% | +40+0.1% | Added |
| Heritage Trust Co | 27,411 | $7.48M | 1.05% | +90+0.3% | Added |