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 Ridge Investment Management | 44,930 | $12.3M | 1.37% | −153−0.3% | Reduced |
| Howard Hughes Medical Institute | 45,000 | $12.3M | 4.14% | 00.0% | Unchanged |
| Sprott Inc. | 45,292 | $12.4M | 0.91% | −2,500−5.2% | Reduced |
| Sterling Investment Management, Inc. | 45,521 | $12.4M | 7.92% | −200.0% | Reduced |
| Court Place Advisors, LLC | 45,600 | $12.4M | 3.68% | +125+0.3% | Added |
| Wills Financial Group, Inc. | 45,619 | $12.5M | 5.59% | −1,218−2.6% | Reduced |
| Timber Creek Capital Management LLC | 45,982 | $12.6M | 3.98% | −137−0.3% | Reduced |
| Murphy Capital Management Inc | 46,213 | $12.6M | 1.47% | −902−1.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 46,459 | $12.7M | 0.50% | +868+1.9% | Added |
| Waldron Private Wealth LLC | 46,507 | $12.7M | 0.74% | +2,122+4.8% | Added |
| Lincoln National Corp | 46,681 | $12.7M | 0.28% | −20.0% | Reduced |
| Westpac Banking Corp | 46,829 | $12.8M | 0.14% | −124,198−72.6% | Reduced |
| Evergreen Capital Management LLC | 47,359 | $12.9M | 0.58% | +23,832+101.3% | Added |
| Capstone Investment Advisors, LLC | 47,431 | $12.9M | 0.23% | −97,036−67.2% | Reduced |
| Motley Fool Wealth Management, LLC | 47,583 | $13.0M | 0.56% | −476−1.0% | Reduced |
| Banyan Capital Management, Inc. | 47,682 | $13.0M | 8.28% | +129+0.3% | Added |
| Bahl & Gaynor Inc | 47,832 | $13.1M | 0.08% | −172−0.4% | Reduced |
| QVT Financial LP | 47,946 | $13.1M | 1.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 48,362 | $13.2M | 1.39% | −969−2.0% | Reduced |
| Anchor Capital Advisors LLC | 48,532 | $13.2M | 0.28% | −977−2.0% | Reduced |
| D L Carlson Investment Group Inc | 48,534 | $13.2M | 2.31% | +402+0.8% | Added |
| Minot Wealth Management LLC | 48,572 | $13.3M | 2.86% | +847+1.8% | Added |
| Lawson Kroeker Investment Management Inc | 48,603 | $13.3M | 4.40% | −328−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 48,950 | $13.4M | 1.81% | +62+0.1% | Added |
| Barrett Asset Management, LLC | 49,265 | $13.4M | 0.62% | +152+0.3% | Added |
| Autus Asset Management, LLC | 49,282 | $13.5M | 1.47% | −360−0.7% | Reduced |
| Chicago Capital, LLC | 49,321 | $13.5M | 0.51% | +50+0.1% | Added |
| Lido Advisors, LLC | 49,400 | $13.5M | 0.30% | −15,780−24.2% | Reduced |
| Trust Co of Kansas | 49,447 | $13.5M | 7.71% | +188+0.4% | Added |
| Connectus Wealth, LLC | 49,576 | $13.5M | 1.51% | −52,073−51.2% | Reduced |
| Beacon Financial Group | 48,901 | $13.6M | 1.87% | −1,256−2.5% | Reduced |
| Virtu Financial LLC | 49,725 | $13.6M | 1.20% | −36,846−42.6% | Reduced |
| BBVA USA | 49,736 | $13.6M | 0.80% | −5,965−10.7% | Reduced |
| Sandy Spring Bank | 49,784 | $13.6M | 0.72% | +839+1.7% | Added |
| Violich Capital Management, Inc. | 49,845 | $13.6M | 2.19% | +265+0.5% | Added |
| Fairholme Capital Management LLC | 49,960 | $13.6M | 1.10% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 50,137 | $13.7M | 0.85% | −731−1.4% | Reduced |
| Sculati Wealth Management, LLC | 50,348 | $13.7M | 7.28% | −280−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 50,470 | $13.8M | 0.35% | −3,395−6.3% | Reduced |
| First Citizens Bank & Trust Co | 50,595 | $13.8M | 0.66% | −1,108−2.1% | Reduced |
| TLW Wealth Management, LLC | 50,635 | $13.8M | 7.55% | +307+0.6% | Added |
| Signaturefd, LLC | 50,742 | $13.8M | 0.48% | +1,029+2.1% | Added |
| National Asset Management, Inc. | 50,940 | $13.9M | 0.44% | +597+1.2% | Added |
| Worldquant Millennium Advisors LLC | 51,085 | $13.9M | 0.31% | +2,530+5.2% | Added |
| Atria Investments LLC | 51,116 | $14.0M | 0.25% | −610−1.2% | Reduced |
| Allen Investment Management LLC | 51,140 | $14.0M | 0.19% | +1,100+2.2% | Added |
| Callahan Advisors, LLC | 51,458 | $14.0M | 1.77% | +402+0.8% | Added |
| CORDA Investment Management, LLC. | 51,477 | $14.1M | 1.22% | −835−1.6% | Reduced |
| Sowell Financial Services LLC | 51,536 | $14.1M | 0.95% | −4,357−7.8% | Reduced |
| Henshaw Capital LLC | 51,650 | $14.1M | 0.88% | 00.0% | Unchanged |
| GWM Advisors LLC | 51,716 | $14.1M | 0.35% | +2,112+4.3% | Added |
| Choate Investment Advisors | 51,950 | $14.2M | 0.90% | +158+0.3% | Added |
| Nations Financial Group Inc, | 52,336 | $14.3M | 2.17% | +336+0.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 52,411 | $14.3M | 3.56% | +43+0.1% | Added |
| IBM Retirement Fund | 52,415 | $14.3M | 1.12% | −444−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 52,470 | $14.3M | 2.05% | +135+0.3% | Added |
| WoodTrust Financial Corp | 52,648 | $14.4M | 3.38% | +2,656+5.3% | Added |
| Prio Wealth Limited Partnership | 52,681 | $14.4M | 0.48% | −637−1.2% | Reduced |
| WP Advisors, LLC | 52,878 | $14.4M | 5.92% | +145+0.3% | Added |
| Weik Capital Management | 53,330 | $14.6M | 6.01% | −2,170−3.9% | Reduced |
| Advisory Services Network, LLC | 53,361 | $14.6M | 0.46% | +3,380+6.8% | Added |
| Satovsky Asset Management LLC | 53,426 | $14.6M | 10.88% | +1,437+2.8% | Added |
| Hendley & Co Inc | 53,483 | $14.6M | 5.10% | −189−0.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 51,634 | $14.7M | 8.82% | +1,112+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 54,218 | $14.8M | 0.56% | −7,359−12.0% | Reduced |
| Capco Asset Management, LLC | 54,247 | $14.8M | 4.34% | +1,292+2.4% | Added |
| Fisher Asset Management, LLC | 54,285 | $14.8M | 0.01% | −3,925−6.7% | Reduced |
| Mirador Capital Partners LP | 54,350 | $14.8M | 3.37% | +1,174+2.2% | Added |
| Ridgewood Investments LLC | 54,410 | $14.9M | 10.07% | −929−1.7% | Reduced |
| Solitude Financial Services | 54,455 | $14.9M | 10.24% | +1,986+3.8% | Added |
| IFP Advisors, Inc | 54,770 | $15.0M | 0.30% | +5,762+11.8% | Added |
| Beese Fulmer Investment Management, Inc. | 54,918 | $15.0M | 1.69% | −599−1.1% | Reduced |
| Gabelli Funds LLC | 55,000 | $15.0M | 0.10% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 55,188 | $15.1M | 3.35% | −2,119−3.7% | Reduced |
| Sargent Bickham Lagudis LLC | 55,296 | $15.1M | 1.23% | −551−1.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 55,462 | $15.1M | 0.49% | −710−1.3% | Reduced |
| Baker Ellis Asset Management LLC | 54,630 | $15.2M | 2.93% | −786−1.4% | Reduced |
| Cigna Investments Inc | 55,894 | $15.3M | 1.14% | −2,130−3.7% | Reduced |
| Carret Asset Management, LLC | 55,936 | $15.3M | 1.82% | −994−1.7% | Reduced |
| Motley Fool Asset Management LLC | 56,058 | $15.3M | 0.99% | −741−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 56,673 | $15.5M | 3.77% | −649−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 56,772 | $15.5M | 1.20% | −379−0.7% | Reduced |
| Novare Capital Management LLC | 56,906 | $15.5M | 1.72% | −121−0.2% | Reduced |
| Greenwood Gearhart Inc | 57,402 | $15.7M | 2.43% | +2,233+4.0% | Added |
| Madison Wealth Management | 57,495 | $15.7M | 3.43% | +713+1.3% | Added |
| Vestcor Inc | 57,726 | $15.8M | 0.57% | −4,050−6.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 58,053 | $15.8M | 0.37% | −2,732−4.5% | Reduced |
| Granite Investment Advisors, LLC | 58,091 | $15.9M | 2.57% | −1,091−1.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 58,403 | $15.9M | 5.18% | −2,580−4.2% | Reduced |
| Elkhorn Partners Limited Partnership | 58,540 | $16.0M | 9.66% | −160−0.3% | Reduced |
| Venator Management LLC | 58,659 | $16.0M | 4.30% | −1,690−2.8% | Reduced |
| Oxbow Advisors, LLC | 58,693 | $16.0M | 1.63% | +56,444+2,509.7% | Added |
| Sequoia Financial Advisors, LLC | 58,864 | $16.1M | 1.63% | −44,269−42.9% | Reduced |
| Wedge Capital Management L L P | 59,170 | $16.1M | 0.21% | +393+0.7% | Added |
| Gamco Investors, Inc. Et Al | 59,470 | $16.2M | 0.14% | −3,061−4.9% | Reduced |
| Hexavest Inc. | 59,585 | $16.3M | 0.99% | −10,606−15.1% | Reduced |
| Pioneer Trust Bank N A | 59,654 | $16.3M | 4.66% | +1,994+3.5% | Added |
| Northeast Financial Consultants Inc | 59,893 | $16.3M | 1.09% | −8,509−12.4% | Reduced |
| Boston Private Wealth LLC | 59,944 | $16.4M | 0.21% | +409+0.7% | Added |
| Gabalex Capital Management LLC | 60,000 | $16.4M | 7.57% | 00.0% | Unchanged |