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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 1,139 | $311.0K | 0.10% | 00.0% | Unchanged |
| Davidson Trust Co | 1,138 | $311.0K | 0.24% | +18+1.6% | Added |
| Sanders Morris Harris LLC | 1,146 | $312.0K | 0.06% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,144 | $312.0K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,143 | $312.0K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,144 | $312.0K | 0.23% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,150 | $314.0K | 0.09% | +230+25.0% | Added |
| US Asset Management LLC | 1,150 | $314.0K | 0.30% | +1,150 | New |
| American Asset Management Inc. | 1,102 | $316.0K | 0.26% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,163 | $317.0K | 0.18% | 00.0% | Unchanged |
| LifePro Asset Management | 1,162 | $317.0K | 0.10% | +106+10.0% | Added |
| Royal Fund Management, LLC | 1,168 | $318.0K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,145 | $318.0K | 0.33% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,168 | $319.0K | 0.11% | −91−7.2% | Reduced |
| Brio Consultants, LLC | 1,170 | $319.0K | 0.08% | 00.0% | Unchanged |
| TLWM | 1,161 | $319.0K | 0.12% | +350+43.2% | Added |
| Zevin Asset Management LLC | 1,173 | $320.0K | 0.06% | −120−9.3% | Reduced |
| Abner Herrman & Brock LLC | 1,174 | $320.0K | 0.05% | +17+1.5% | Added |
| Private Capital Advisors, Inc. | 1,175 | $321.0K | 0.05% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 1,176 | $321.0K | 0.22% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,175 | $321.0K | 0.23% | +58+5.2% | Added |
| RHS Financial, LLC | 1,185 | $323.0K | 0.24% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,184 | $323.0K | 0.05% | +24+2.1% | Added |
| FORA Capital, LLC | 1,188 | $324.0K | 0.08% | −15,064−92.7% | Reduced |
| Heartland Bank & Trust Co | 1,191 | $325.0K | 0.28% | −4,480−79.0% | Reduced |
| CMC Financial Group | 1,200 | $328.0K | 0.19% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,205 | $328.9K | 0.25% | +1,205 | New |
| Harbour Capital Advisors, LLC | 1,205 | $329.0K | 0.09% | −50−4.0% | Reduced |
| Barber Financial Group, Inc. | 1,210 | $330.0K | 0.04% | −116−8.7% | Reduced |
| Gilman Hill Asset Management, LLC | 1,208 | $330.0K | 0.08% | +175+16.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,213 | $331.0K | 0.13% | −36−2.9% | Reduced |
| NuWave Investment Management, LLC | 1,220 | $333.0K | 0.38% | +242+24.7% | Added |
| Outlook Wealth Advisors, LLC | 1,227 | $335.0K | 0.11% | +6+0.5% | Added |
| Renaissance Investment Group LLC | 1,235 | $337.0K | 0.09% | −5−0.4% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,236 | $337.0K | 0.18% | 00.0% | Unchanged |
| Cim, LLC | 1,171 | $337.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 1,233 | $337.0K | 0.03% | +1,233 | New |
| Gries Financial LLC | 1,238 | $338.0K | 0.11% | −1,553−55.6% | Reduced |
| Waypoint Wealth Partners Inc. | 1,237 | $338.0K | 0.13% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,239 | $338.0K | 0.12% | +1,239 | New |
| Total Investment Management Inc | 1,242 | $339.0K | 0.08% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,241 | $339.0K | 0.02% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,241 | $339.0K | 0.08% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,241 | $339.0K | 0.19% | +1,241 | New |
| Dividend Assets Capital, LLC | 1,244 | $340.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,248 | $340.6K | 0.09% | −180−12.6% | Reduced |
| Driehaus Capital Management LLC | 1,253 | $342.0K | 0.00% | +55+4.6% | Added |
| Midwest Professional Planners, LTD. | 1,256 | $343.0K | 0.18% | 00.0% | Unchanged |
| Human Investing LLC | 1,256 | $343.0K | 0.08% | +15+1.2% | Added |
| Smart Money Group LLC | 1,264 | $345.0K | 0.25% | −436−25.6% | Reduced |
| Consolidated Planning Corp | 1,266 | $346.0K | 0.22% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 1,270 | $347.0K | 0.14% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,275 | $348.0K | 0.47% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,221 | $348.0K | 0.21% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,282 | $350.0K | 0.10% | −10−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 1,283 | $350.0K | 0.29% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,289 | $351.0K | 0.09% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,285 | $351.0K | 0.13% | +1,285 | New |
| Rock Point Advisors, LLC | 1,290 | $352.0K | 0.10% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,288 | $352.0K | 0.15% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,288 | $352.0K | 0.22% | +15+1.2% | Added |
| Client 1st Advisory Group, LLC | 1,288 | $352.0K | 0.18% | +52+4.2% | Added |
| Cohen Capital Management, Inc. | 1,294 | $353.0K | 0.06% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,297 | $354.0K | 0.12% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,300 | $355.0K | 0.15% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 1,305 | $356.0K | 0.03% | −7−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,306 | $356.0K | 0.25% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,314 | $359.0K | 0.30% | 00.0% | Unchanged |
| SWS Partners | 1,320 | $360.0K | 0.22% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,320 | $360.0K | 0.29% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,324 | $361.0K | 0.22% | 00.0% | Unchanged |
| Marotta Asset Management | 1,328 | $362.5K | 0.09% | +24+1.8% | Added |
| Skba Capital Management LLC | 1,329 | $363.0K | 0.07% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,332 | $364.0K | 0.06% | −1,319−49.8% | Reduced |
| Cowa, LLC | 1,334 | $364.0K | 0.21% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $364.0K | 0.02% | 00.0% | Unchanged |
| FC Advisory LLC | 1,333 | $364.0K | 0.16% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 1,339 | $365.0K | 0.18% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,337 | $365.0K | 0.00% | +863+182.1% | Added |
| Strategic Investment Advisors | 1,341 | $366.0K | 0.08% | +26+2.0% | Added |
| Bonness Enterprises Inc | 1,350 | $368.0K | 0.19% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,350 | $368.0K | 0.09% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,350 | $368.0K | 0.32% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,347 | $368.0K | 0.18% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,360 | $371.0K | 0.11% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,361 | $371.0K | 0.08% | +38+2.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 1,358 | $371.0K | 0.20% | +1,358 | New |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $372.0K | 0.09% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,364 | $372.0K | 0.10% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,341 | $372.0K | 0.05% | 00.0% | Unchanged |
| Navalign, LLC | 1,368 | $373.0K | 0.16% | −50−3.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,322 | $376.0K | 0.20% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,380 | $377.0K | 0.36% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,389 | $378.0K | 0.12% | −1,684−54.8% | Reduced |
| Cidel Asset Management Inc | 1,394 | $380.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,395 | $381.0K | 0.11% | −36−2.5% | Reduced |
| Defined Wealth Management, LLC | 1,396 | $381.0K | 0.34% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,395 | $381.0K | 0.15% | +38+2.8% | Added |
| BCM Advisors, LLC | 1,350 | $381.0K | 0.10% | +500+58.8% | Added |
| Clear Creek Financial Management, LLC | 1,398 | $382.0K | 0.06% | −10,558−88.3% | Reduced |