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 |
|---|---|---|---|---|---|
| Searcy Financial Services Inc | 27,528 | $7.51M | 4.59% | −117−0.4% | Reduced |
| Regency Capital Management Inc. | 27,710 | $7.56M | 5.32% | +3,508+14.5% | Added |
| Stokes Family Office, LLC | 27,769 | $7.58M | 1.05% | +39+0.1% | Added |
| QV Investors Inc. | 27,781 | $7.58M | 0.57% | −5,320−16.1% | Reduced |
| HBK Sorce Advisory LLC | 27,892 | $7.61M | 0.42% | +241+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 27,968 | $7.63M | 3.12% | −140−0.5% | Reduced |
| SG Americas Securities, LLC | 27,977 | $7.64M | 0.04% | −440,751−94.0% | Reduced |
| Beach Investment Counsel Inc | 27,984 | $7.64M | 0.72% | −2,602−8.5% | Reduced |
| XML Financial, LLC | 28,082 | $7.67M | 1.02% | +20,766+283.8% | Added |
| Winch Advisory Services, LLC | 28,190 | $7.69M | 2.68% | +236+0.8% | Added |
| Gryphon Financial Partners LLC | 28,205 | $7.70M | 1.79% | −4,562−13.9% | Reduced |
| AlphaCrest Capital Management LLC | 28,208 | $7.70M | 0.40% | −1,435−4.8% | Reduced |
| Northside Capital Management, LLC | 28,222 | $7.70M | 2.11% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 28,282 | $7.72M | 2.62% | +524+1.9% | Added |
| Monterey Private Wealth, Inc. | 27,833 | $7.74M | 4.34% | 00.0% | Unchanged |
| Haverford Trust Co | 28,363 | $7.74M | 0.09% | −607−2.1% | Reduced |
| Brooktree Capital Management | 28,385 | $7.75M | 4.94% | +434+1.6% | Added |
| Pictet & Cie (Europe) SA | 28,457 | $7.77M | 0.29% | −484−1.7% | Reduced |
| Telos Capital Management, Inc. | 28,622 | $7.81M | 1.07% | −562−1.9% | Reduced |
| NEXT Financial Group, Inc | 28,659 | $7.82M | 0.61% | +812+2.9% | Added |
| West Coast Financial LLC | 28,715 | $7.84M | 1.26% | +216+0.8% | Added |
| Knightsbridge Asset Management, LLC | 28,717 | $7.84M | 2.76% | +1,084+3.9% | Added |
| Bailard, Inc. | 28,728 | $7.84M | 0.27% | +1,156+4.2% | Added |
| Montag A & Associates Inc | 28,734 | $7.84M | 0.42% | −3,240−10.1% | Reduced |
| McDonald Partners LLC | 28,768 | $7.85M | 1.84% | +544+1.9% | Added |
| Proequities, Inc. | 28,848 | $7.87M | 0.48% | +141+0.5% | Added |
| Buckhead Capital Management LLC | 29,109 | $7.95M | 1.78% | −539−1.8% | Reduced |
| CPWM, LLC | 29,112 | $7.95M | 0.73% | −641−2.2% | Reduced |
| DF Dent & Co Inc | 29,158 | $7.96M | 0.08% | −1,097−3.6% | Reduced |
| Moors & Cabot, Inc. | 29,209 | $7.97M | 0.50% | +152+0.5% | Added |
| Meridian Wealth Management, LLC | 29,232 | $7.98M | 0.98% | +10,018+52.1% | Added |
| JustInvest LLC | 29,372 | $8.02M | 0.72% | +4,216+16.8% | Added |
| Brown Advisory Securities, LLC | 29,388 | $8.02M | 2.37% | −2,918−9.0% | Reduced |
| Destination Wealth Management | 29,408 | $8.03M | 0.31% | −120,063−80.3% | Reduced |
| Corient Capital Partners, LLC | 29,418 | $8.03M | 0.59% | +862+3.0% | Added |
| Fundamentun, LLC | 29,550 | $8.06M | 1.40% | +4,903+19.9% | Added |
| Richard Bernstein Advisors LLC | 29,561 | $8.07M | 0.16% | +1,868+6.7% | Added |
| Raymond James Trust N.A. | 29,586 | $8.07M | 0.27% | −433−1.4% | Reduced |
| Reaves W H & Co Inc | 29,614 | $8.08M | 0.26% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 29,752 | $8.12M | 0.37% | +15,227+104.8% | Added |
| ProVise Management Group, LLC | 29,837 | $8.14M | 0.81% | +65+0.2% | Added |
| Clear Perspective Advisors, LLC | 29,941 | $8.17M | 2.80% | −1,372−4.4% | Reduced |
| Ally Financial Inc. | 30,000 | $8.19M | 0.80% | +10,000+50.0% | Added |
| O'Brien Greene & Co. Inc | 30,222 | $8.25M | 3.01% | +519+1.7% | Added |
| Glenview Trust Co | 30,264 | $8.26M | 0.32% | +4,035+15.4% | Added |
| CAPROCK Group, Inc. | 30,354 | $8.29M | 0.74% | −2,755−8.3% | Reduced |
| Smithfield Trust Co | 30,446 | $8.31M | 0.55% | −27−0.1% | Reduced |
| Rehmann Capital Advisory Group | 30,484 | $8.32M | 0.79% | +9,642+46.3% | Added |
| BLB&B Advisors, LLC | 30,584 | $8.35M | 0.56% | +8,071+35.9% | Added |
| Kavar Capital Partners Group, LLC | 30,641 | $8.36M | 1.91% | +55+0.2% | Added |
| Well Done, LLC | 30,821 | $8.41M | 1.87% | −395−1.3% | Reduced |
| Cubic Asset Management, LLC | 30,857 | $8.42M | 2.08% | −100−0.3% | Reduced |
| Harbor Advisory Corp | 30,926 | $8.44M | 3.66% | +120+0.4% | Added |
| Karpas Strategies, LLC | 29,424 | $8.47M | 2.80% | +781+2.7% | Added |
| Parallel Advisors, LLC | 31,073 | $8.48M | 0.34% | +3,017+10.8% | Added |
| Siemens Fonds Invest GmbH | 31,129 | $8.50M | 0.57% | +1,083+3.6% | Added |
| Palisade Capital Management LLC | 31,161 | $8.51M | 0.19% | +495+1.6% | Added |
| Waterfront Wealth Inc. | 31,222 | $8.52M | 4.12% | −214−0.7% | Reduced |
| Brighton Jones LLC | 31,272 | $8.54M | 0.44% | −500−1.6% | Reduced |
| Martin Investment Management, LLC | 31,322 | $8.55M | 2.16% | +144+0.5% | Added |
| Miracle Mile Advisors, LLC | 31,357 | $8.56M | 0.41% | +1,459+4.9% | Added |
| Hutner Capital Management Inc | 31,417 | $8.57M | 5.61% | −353−1.1% | Reduced |
| Fragasso Group Inc. | 31,458 | $8.59M | 1.14% | +1,184+3.9% | Added |
| Orion Portfolio Solutions, LLC | 31,461 | $8.59M | 0.32% | −43−0.1% | Reduced |
| General American Investors Co Inc | 31,549 | $8.61M | 0.73% | 00.0% | Unchanged |
| Round Table Services, LLC | 31,567 | $8.62M | 1.84% | +275+0.9% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 31,780 | $8.67M | 0.65% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 31,793 | $8.68M | 0.99% | +4,300+15.6% | Added |
| Financial Architects, Inc | 31,804 | $8.68M | 1.26% | −140−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 31,824 | $8.69M | 0.65% | +2,196+7.4% | Added |
| Select Asset Management & Trust | 31,989 | $8.73M | 6.30% | 00.0% | Unchanged |
| Congress Park Capital LLC | 31,991 | $8.73M | 4.47% | −1,697−5.0% | Reduced |
| Olstein Capital Management, L.P. | 32,000 | $8.73M | 1.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 32,148 | $8.77M | 0.62% | +16,292+102.7% | Added |
| American Portfolios Advisors | 32,292 | $8.81M | 0.33% | +2,989+10.2% | Added |
| K.J. Harrison & Partners Inc | 32,132 | $8.82M | 1.28% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 32,470 | $8.86M | 0.02% | −24,548−43.1% | Reduced |
| S&T Bank | 32,649 | $8.91M | 1.38% | +4,196+14.7% | Added |
| Wealthspire Advisors, LLC | 32,690 | $8.92M | 0.19% | +10,993+50.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 32,691 | $8.92M | 2.34% | +136+0.4% | Added |
| First American Bank | 32,775 | $8.95M | 0.52% | −2,016−5.8% | Reduced |
| Hudson Value Partners, LLC | 32,781 | $8.95M | 4.92% | +228+0.7% | Added |
| Toroso Investments, LLC | 32,801 | $8.95M | 0.33% | +4,530+16.0% | Added |
| Howe & Rusling Inc | 33,001 | $9.01M | 1.13% | +952+3.0% | Added |
| Eos Management, L.P. | 33,250 | $9.07M | 5.65% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 33,322 | $9.10M | 2.02% | +85+0.3% | Added |
| Cahill Financial Advisors Inc | 33,364 | $9.11M | 1.87% | +713+2.2% | Added |
| Family Management Corp | 33,412 | $9.12M | 2.52% | −1,821−5.2% | Reduced |
| Clearstead Advisors, LLC | 33,440 | $9.13M | 0.68% | −2,955−8.1% | Reduced |
| Red Cedar Capital, LLC | 33,358 | $9.14M | 5.61% | 00.0% | Unchanged |
| Regis Management CO LLC | 33,499 | $9.14M | 1.58% | +500+1.5% | Added |
| Shelton Capital Management | 33,592 | $9.17M | 0.36% | −173−0.5% | Reduced |
| Farr Miller & Washington LLC | 33,617 | $9.18M | 0.60% | +818+2.5% | Added |
| Tower Research Capital LLC (TRC) | 33,690 | $9.20M | 0.23% | −5,849−14.8% | Reduced |
| Charter Trust Co | 33,775 | $9.22M | 0.86% | −24−0.1% | Reduced |
| Hollencrest Capital Management | 33,866 | $9.24M | 0.83% | +1,562+4.8% | Added |
| Evanson Asset Management, LLC | 33,470 | $9.24M | 0.95% | +3,100+10.2% | Added |
| Horizon Investments, LLC | 33,891 | $9.25M | 0.29% | +33,891 | New |
| Redpoint Investment Management Pty Ltd | 34,106 | $9.31M | 0.79% | −1,591−4.5% | Reduced |
| Inlet Private Wealth, LLC | 34,176 | $9.33M | 2.50% | 00.0% | Unchanged |