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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 34,195 | $9.33M | 0.62% | −19−0.1% | Reduced |
| Palladium Partners LLC | 34,348 | $9.38M | 0.43% | −47−0.1% | Reduced |
| Pallas Capital Advisors LLC | 32,531 | $9.39M | 1.03% | +6,166+23.4% | Added |
| Pinnacle Financial Partners Inc | 34,471 | $9.41M | 0.33% | +1,694+5.2% | Added |
| First Hawaiian Bank | 34,597 | $9.44M | 0.39% | −58−0.2% | Reduced |
| Financial Partners Capital Management LLC | 34,758 | $9.49M | 1.73% | −2,830−7.5% | Reduced |
| TownSquare Capital, LLC | 34,806 | $9.50M | 0.27% | +3,789+12.2% | Added |
| Mission Wealth Management, LP | 35,065 | $9.57M | 0.50% | −728−2.0% | Reduced |
| FRG Family Wealth Advisors LLC | 35,168 | $9.60M | 1.89% | −1,010−2.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 35,235 | $9.62M | 0.47% | −1,281−3.5% | Reduced |
| Delta Investment Management, LLC | 35,344 | $9.65M | 3.03% | −5,099−12.6% | Reduced |
| WealthBridge Capital Management, LLC | 35,456 | $9.68M | 3.61% | +909+2.6% | Added |
| Motco | 35,469 | $9.68M | 0.63% | +856+2.5% | Added |
| Unison Asset Management LLC | 35,528 | $9.70M | 8.63% | −90−0.3% | Reduced |
| Arnhold LLC | 35,617 | $9.72M | 1.12% | −135−0.4% | Reduced |
| Manchester Capital Management LLC | 35,676 | $9.74M | 1.33% | −227−0.6% | Reduced |
| Northstar Asset Management LLC | 35,683 | $9.74M | 2.55% | +150+0.4% | Added |
| Private Asset Management Inc | 35,724 | $9.75M | 1.33% | −207−0.6% | Reduced |
| Boenning & Scattergood, Inc. | 35,832 | $9.78M | 1.72% | +40.0% | Added |
| Wedbush Securities Inc | 35,855 | $9.79M | 0.46% | +74+0.2% | Added |
| Columbia Asset Management | 35,937 | $9.81M | 2.16% | +561+1.6% | Added |
| Summit Asset Management, LLC | 35,974 | $9.82M | 3.08% | −60.0% | Reduced |
| Greenline Partners, LLC | 36,177 | $9.87M | 2.06% | −16,440−31.2% | Reduced |
| River & Mercantile Asset Management LLP | 36,250 | $9.89M | 0.77% | −14,892−29.1% | Reduced |
| RB Capital Management, LLC | 36,279 | $9.90M | 3.72% | +319+0.9% | Added |
| Patton Fund Management, Inc. | 36,332 | $9.92M | 3.76% | −182−0.5% | Reduced |
| Boit C F David | 35,978 | $9.92M | 6.81% | +500+1.4% | Added |
| Bryn Mawr Trust Co | 36,510 | $9.96M | 0.38% | +929+2.6% | Added |
| Keeler Thomas Management LLC | 36,705 | $10.0M | 4.77% | +316+0.9% | Added |
| Moody Lynn & Lieberson, LLC | 36,759 | $10.0M | 0.75% | −12,797−25.8% | Reduced |
| Gradient Investments LLC | 36,950 | $10.1M | 0.28% | +4,548+14.0% | Added |
| Sigma Planning Corp | 36,972 | $10.1M | 0.31% | −7,514−16.9% | Reduced |
| Twin Capital Management Inc | 36,970 | $10.1M | 1.03% | −3,528−8.7% | Reduced |
| Muhlenkamp & Co Inc | 36,975 | $10.1M | 3.87% | −58−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 37,000 | $10.1M | 0.19% | −200−0.5% | Reduced |
| Gotham Asset Management, LLC | 37,055 | $10.1M | 0.41% | +3,089+9.1% | Added |
| Frisch Financial Group, Inc. | 37,219 | $10.2M | 3.39% | −164−0.4% | Reduced |
| Ci Investments Inc. | 37,268 | $10.2M | 0.04% | −1,197−3.1% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 37,306 | $10.2M | 3.29% | −85−0.2% | Reduced |
| Covey Capital Advisors, LLC | 37,441 | $10.2M | 8.17% | – | – |
| Stolper Co | 37,771 | $10.3M | 4.93% | −234−0.6% | Reduced |
| Tdam USA Inc. | 37,774 | $10.3M | 0.68% | +19,026+101.5% | Added |
| Kelman-Lazarov, Inc. | 37,919 | $10.3M | 3.63% | −640−1.7% | Reduced |
| Progeny 3, Inc. | 37,930 | $10.4M | 2.58% | −2,127−5.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 38,137 | $10.4M | 4.56% | +2,824+8.0% | Added |
| Brandes Investment Partners, LP | 38,146 | $10.4M | 0.23% | +4,549+13.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 38,183 | $10.4M | 1.67% | +440+1.2% | Added |
| HighPoint Advisor Group LLC | 38,349 | $10.5M | 1.03% | +2,554+7.1% | Added |
| TT International Asset Management LTD | 38,410 | $10.5M | 0.58% | −14,214−27.0% | Reduced |
| Cornerstone Advisory, LLC | 38,411 | $10.5M | 1.74% | −502−1.3% | Reduced |
| First National Trust Co | 38,429 | $10.5M | 0.63% | +616+1.6% | Added |
| Aptus Capital Advisors, LLC | 38,527 | $10.5M | 0.42% | +4,754+14.1% | Added |
| Old Dominion Capital Management Inc | 38,625 | $10.5M | 2.26% | −151−0.4% | Reduced |
| Studio Investment Management LLC | 38,714 | $10.6M | 4.54% | +38,714 | New |
| Middleton & Co Inc | 38,778 | $10.6M | 1.13% | −1,578−3.9% | Reduced |
| American Trust Investment Advisors, LLC | 38,791 | $10.6M | 5.96% | +73+0.2% | Added |
| Diversified Trust Co | 38,852 | $10.6M | 0.38% | −407−1.0% | Reduced |
| Summit Financial Strategies, Inc. | 39,048 | $10.7M | 2.21% | −485−1.2% | Reduced |
| American National Bank | 39,205 | $10.7M | 2.37% | −70.0% | Reduced |
| Banque Cantonale Vaudoise | 39,244 | $10.7M | 0.46% | −2,798−6.7% | Reduced |
| Capital Investment Advisors, LLC | 39,243 | $10.7M | 0.36% | +666+1.7% | Added |
| Hayek Kallen Investment Management | 39,275 | $10.7M | 4.89% | −530−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 39,292 | $10.7M | 0.43% | +2,529+6.9% | Added |
| Dock Street Asset Management Inc | 39,481 | $10.8M | 2.01% | −987−2.4% | Reduced |
| Snowden Capital Advisors LLC | 39,890 | $10.9M | 0.54% | +25,397+175.2% | Added |
| Bizma Investimentos Ltda | 40,000 | $10.9M | 6.73% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 40,009 | $10.9M | 4.44% | −180.0% | Reduced |
| ExodusPoint Capital Management, LP | 40,028 | $10.9M | 0.16% | +21,146+112.0% | Added |
| Stockman Wealth Management, Inc. | 40,062 | $10.9M | 2.43% | +797+2.0% | Added |
| Massachusetts Financial Services Co | 40,256 | $11.0M | 0.00% | −2,628−6.1% | Reduced |
| Financial Avengers, Inc. | 40,465 | $11.0M | 7.39% | −234−0.6% | Reduced |
| KLCM Advisors, Inc. | 40,503 | $11.1M | 2.37% | −150−0.4% | Reduced |
| Velanne Asset Management Ltd | 40,826 | $11.1M | 5.77% | −7,043−14.7% | Reduced |
| Green Square Capital Advisors LLC | 40,976 | $11.2M | 2.54% | +3,261+8.6% | Added |
| Arlington Partners LLC | 41,094 | $11.2M | 3.23% | +2,492+6.5% | Added |
| Newman & Schimel, LLC | 41,316 | $11.3M | 7.05% | −40.0% | Reduced |
| Ameritas Investment Partners, Inc. | 41,387 | $11.3M | 0.41% | −1,133−2.7% | Reduced |
| Cumberland Advisors Inc | 41,460 | $11.3M | 2.62% | +3,325+8.7% | Added |
| N.E.W. Advisory Services LLC | 41,535 | $11.3M | 1.85% | −1,583−3.7% | Reduced |
| Alexandria Capital, LLC | 42,090 | $11.5M | 1.06% | −464−1.1% | Reduced |
| FineMark National Bank & Trust | 42,206 | $11.5M | 0.49% | +110.0% | Added |
| Sepio Capital, LP | 42,311 | $11.5M | 0.97% | +9,143+27.6% | Added |
| Spire Wealth Management | 42,397 | $11.6M | 0.31% | −36−0.1% | Reduced |
| Buckley Wealth Management, LLC | 42,429 | $11.6M | 3.75% | −215−0.5% | Reduced |
| Exchange Capital Management, Inc. | 42,552 | $11.6M | 2.25% | −769−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 42,551 | $11.6M | 1.38% | +706+1.7% | Added |
| Argent Trust Co | 42,810 | $11.7M | 0.75% | +2,011+4.9% | Added |
| Ledyard National Bank | 43,192 | $11.8M | 1.22% | −728−1.7% | Reduced |
| Burns J W & Co Inc | 43,550 | $11.9M | 1.86% | +871+2.0% | Added |
| Knights of Columbus Asset Advisors LLC | 43,685 | $11.9M | 1.07% | +401+0.9% | Added |
| Wade G W & Inc | 43,708 | $11.9M | 0.57% | +529+1.2% | Added |
| World Asset Management Inc | 43,741 | $11.9M | 1.19% | −3,059−6.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 43,996 | $12.0M | 0.69% | +115+0.3% | Added |
| Peak Asset Management, LLC | 44,116 | $12.0M | 2.97% | −396−0.9% | Reduced |
| Edge Wealth Management LLC | 44,256 | $12.1M | 2.36% | +2,424+5.8% | Added |
| Geneos Wealth Management Inc. | 44,153 | $12.2M | 0.47% | +562+1.3% | Added |
| GHP Investment Advisors, Inc. | 44,636 | $12.2M | 0.97% | +2,038+4.8% | Added |
| Allstate Corp | 44,640 | $12.2M | 0.50% | −2,893−6.1% | Reduced |
| Allworth Financial LP | 44,712 | $12.2M | 0.20% | +2,264+5.3% | Added |
| Synergy Financial Management, LLC | 44,812 | $12.2M | 2.84% | +43,934+5,003.9% | Added |