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; 4,928 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 925 | $252.0K | 0.07% | −125−11.9% | Reduced |
| Ellevest, Inc. | 923 | $252.0K | 0.02% | +27+3.0% | Added |
| Somerset Trust Co | 923 | $252.0K | 0.10% | +923 | New |
| Benjamin Edwards Inc | 930 | $254.0K | 0.15% | +75+8.8% | Added |
| Wade Financial Advisory, Inc | 932 | $254.0K | 0.14% | +932 | New |
| Benchmark Financial Wealth Advisors, LLC | 936 | $255.0K | 0.12% | +39+4.3% | Added |
| Affinia Financial Group, LLC | 895 | $257.0K | 0.16% | +895 | New |
| Mycio Wealth Partners, LLC | 950 | $259.0K | 0.10% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 949 | $259.0K | 0.04% | +949 | New |
| Cookson Peirce & Co Inc | 952 | $260.0K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 954 | $260.4K | 0.05% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 958 | $261.0K | 0.21% | +62+6.9% | Added |
| FWL Investment Management, LLC | 960 | $262.0K | 0.16% | −175−15.4% | Reduced |
| RBA Wealth Management, LLC | 959 | $262.0K | 0.63% | −114−10.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 960 | $262.0K | 0.17% | −19−1.9% | Reduced |
| Meyer Handelman Co | 960 | $262.0K | 0.01% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 961 | $262.0K | 0.10% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 960 | $262.0K | 0.26% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 955 | $262.0K | 0.16% | +9+1.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 965 | $263.0K | 0.08% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 966 | $263.0K | 0.17% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 970 | $265.0K | 0.09% | +970 | New |
| Divergent Planning, LLC | 954 | $266.0K | 0.22% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 975 | $266.0K | 0.10% | +27+2.8% | Added |
| Nelson Capital Management, LLC | 977 | $267.0K | 0.05% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 980 | $267.0K | 0.04% | +100+11.4% | Added |
| Aspire Private Capital, LLC | 981 | $268.0K | 0.09% | −100−9.3% | Reduced |
| Schwab Charitable Fund | 981 | $268.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 990 | $270.0K | 0.15% | +990 | New |
| MJP Associates Inc | 993 | $271.0K | 0.09% | −43−4.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 938 | $271.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 946 | $271.0K | 0.06% | +21+2.3% | Added |
| Vivid Financial Management, Inc. | 995 | $272.0K | 0.11% | −293−22.7% | Reduced |
| Plotkin Financial Advisors, LLC | 1,000 | $272.9K | 0.16% | +200+25.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,001 | $273.0K | 0.15% | −318−24.1% | Reduced |
| Citizens & Northern Corp | 1,000 | $273.0K | 0.10% | −20−2.0% | Reduced |
| Night Owl Capital Management, LLC | 1,000 | $273.0K | 0.05% | 00.0% | Unchanged |
| jvl associates llc | 1,000 | $273.0K | 0.19% | +141+16.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,004 | $274.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,005 | $274.0K | 0.14% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 1,009 | $275.0K | 0.15% | −1,009−50.0% | Reduced |
| Kaizen Financial Strategies | 1,007 | $275.0K | 0.22% | +1,007 | New |
| Accel Wealth Management | 1,010 | $276.0K | 0.18% | −92−8.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,011 | $276.0K | 0.09% | +1,011 | New |
| Miramar Capital, LLC | 1,014 | $277.0K | 0.11% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,015 | $277.0K | 0.06% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 1,015 | $277.0K | 0.14% | +100+10.9% | Added |
| Ten Capital Wealth Advisors, LLC | 1,020 | $278.0K | 0.13% | −9,743−90.5% | Reduced |
| Tamar Securities, LLC | 1,019 | $278.0K | 0.10% | +3+0.3% | Added |
| Source Financial Advisors LLC | 1,022 | $279.0K | 0.07% | +14+1.4% | Added |
| Provident Investment Management, Inc. | 1,030 | $281.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,028 | $281.0K | 0.10% | +179+21.1% | Added |
| Domani Wealth, LLC | 1,032 | $282.0K | 0.06% | +2+0.2% | Added |
| CKW Financial Group | 1,025 | $283.0K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,041 | $284.0K | 0.07% | +1,041 | New |
| West Chester Capital Advisors, Inc | 1,045 | $285.0K | 0.22% | −109−9.4% | Reduced |
| Better Money Decisions, LLC | 1,046 | $285.0K | 0.23% | +165+18.7% | Added |
| Clare Market Investments LLC | 1,046 | $285.5K | 0.09% | −298−22.2% | Reduced |
| Addison Advisors LLC | 1,048 | $286.0K | 0.23% | +6+0.6% | Added |
| Harborview Advisors, LLC | 1,048 | $286.0K | 0.16% | +258+32.7% | Added |
| Iron Financial, LLC | 1,050 | $287.0K | 0.14% | +89+9.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,055 | $288.0K | 0.06% | 00.0% | Unchanged |
| KWB Wealth | 1,055 | $288.0K | 0.05% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,009 | $289.0K | 0.17% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,058 | $289.0K | 0.00% | +247+30.5% | Added |
| BT Wealth Management LLC | 1,061 | $290.0K | 0.09% | −202−16.0% | Reduced |
| Smithbridge Asset Management Inc | 1,064 | $290.0K | 0.10% | −23−2.1% | Reduced |
| United Capital Management of KS, Inc. | 1,062 | $290.0K | 0.12% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,067 | $291.0K | 0.16% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,065 | $291.0K | 0.14% | +50+4.9% | Added |
| Chesapeake Wealth Management | 1,075 | $293.0K | 0.10% | −260−19.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,075 | $293.0K | 0.07% | −20−1.8% | Reduced |
| Seven Post Investment Office LP | 1,074 | $293.0K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,075 | $293.0K | 0.13% | 00.0% | Unchanged |
| Mendel Money Management | 1,076 | $294.0K | 0.18% | −121−10.1% | Reduced |
| Gateway Advisory, LLC | 1,078 | $294.0K | 0.06% | +261+31.9% | Added |
| IVC Wealth Advisors LLC | 1,085 | $296.0K | 0.20% | −150−12.1% | Reduced |
| Managed Account Services Inc | 1,085 | $296.0K | 0.08% | −10−0.9% | Reduced |
| Fusion Capital, LLC | 1,084 | $296.0K | 0.18% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,083 | $296.0K | 0.06% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,084 | $296.0K | 0.23% | +145+15.4% | Added |
| Beirne Wealth Consulting Services, LLC | 1,104 | $300.0K | 0.17% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,100 | $300.0K | 0.00% | 00.0% | Unchanged |
| Trustees of Columbia University in the City of New York | 1,100 | $300.0K | 0.46% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,100 | $300.0K | 0.04% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,100 | $300.0K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,104 | $301.0K | 0.16% | −8−0.7% | Reduced |
| Partners in Financial Planning | 1,106 | $301.9K | 0.09% | +29+2.7% | Added |
| Range Financial Group LLC | 1,106 | $302.0K | 0.22% | +6+0.5% | Added |
| Ballew Advisors, Inc | 1,062 | $302.0K | 0.22% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,109 | $303.0K | 0.19% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,110 | $303.0K | 0.05% | +104+10.3% | Added |
| Botty Investors LLC | 1,110 | $303.0K | 0.09% | +1,110 | New |
| EWG Elevate Inc. | 1,122 | $306.0K | 0.13% | +124+12.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,124 | $307.0K | 0.10% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,125 | $307.0K | 0.16% | +6+0.5% | Added |
| Rezny Wealth Management, Inc. | 1,125 | $307.0K | 0.10% | +1,125 | New |
| C M Bidwell & Associates Ltd | 1,132 | $309.0K | 0.21% | −16−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 1,130 | $309.0K | 0.14% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,135 | $310.0K | 0.06% | 00.0% | Unchanged |