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 |
|---|---|---|---|---|---|
| Resource Planning Group | 1,405 | $383.0K | 0.24% | −370−20.8% | Reduced |
| Stony Point Wealth Management Inc. | 1,405 | $383.0K | 0.23% | +270+23.8% | Added |
| Arjuna Capital | 1,403 | $383.0K | 0.16% | +383+37.5% | Added |
| Financial Advisors, LLC | 1,408 | $384.0K | 0.13% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,410 | $384.8K | 0.13% | +194+16.0% | Added |
| Flaharty Asset Management, LLC | 1,411 | $385.0K | 0.08% | −600−29.8% | Reduced |
| F3Logic, LLC | 1,409 | $385.0K | 0.05% | +1,409 | New |
| Meridian Investment Counsel Inc. | 1,416 | $386.0K | 0.14% | −160−10.2% | Reduced |
| Bellevue Asset Management, LLC | 1,401 | $386.0K | 0.24% | −9−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $386.0K | 0.02% | +1,346 | New |
| Vectors Research Management, LLC | 1,423 | $388.0K | 0.09% | −10−0.7% | Reduced |
| HNP Capital LLC | 1,423 | $388.0K | 0.10% | −10−0.7% | Reduced |
| ICONIQ Capital, LLC | 1,430 | $390.0K | 0.00% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,405 | $390.0K | 0.24% | 00.0% | Unchanged |
| Curi Capital | 1,433 | $391.0K | 0.18% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,435 | $392.0K | 0.06% | −115−7.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,415 | $393.0K | 0.13% | +1,415 | New |
| BNC Wealth Management, LLC | 1,443 | $394.0K | 0.23% | −62−4.1% | Reduced |
| VERITY Wealth Advisors | 1,442 | $394.0K | 0.35% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,448 | $395.0K | 0.04% | −61−4.0% | Reduced |
| Heritage Wealth Management, LLC | 1,446 | $395.0K | 0.14% | 00.0% | Unchanged |
| McAdam, LLC | 1,453 | $397.0K | 0.04% | −26−1.8% | Reduced |
| Boyar Asset Management Inc. | 1,456 | $397.0K | 0.26% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,454 | $397.0K | 0.23% | 00.0% | Unchanged |
| blooom, inc. | 6,872 | $397.0K | 0.33% | +62+0.9% | Added |
| JGP Wealth Management, LLC | 1,457 | $398.0K | 0.09% | +40+2.8% | Added |
| Rappaport Reiches Capital Management, LLC | 1,460 | $398.5K | 0.39% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,466 | $400.0K | 0.13% | +12+0.8% | Added |
| Elk River Wealth Management, LLC | 1,466 | $400.0K | 0.10% | +21+1.5% | Added |
| 44 Wealth Management LLC | 1,470 | $401.0K | 0.15% | −8−0.5% | Reduced |
| Northern Oak Wealth Management Inc | 1,471 | $401.0K | 0.05% | +38+2.7% | Added |
| Roberts Wealth Advisors, LLC | 1,469 | $401.0K | 0.16% | +1,469 | New |
| CBIZ Investment Advisory Services, LLC | – | $402.0K | 0.03% | – | – |
| MBA Advisors LLC | 1,474 | $402.0K | 0.30% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,475 | $403.0K | 0.31% | 00.0% | Unchanged |
| Ade, LLC | 1,481 | $404.0K | 0.37% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,486 | $405.0K | 0.23% | −325−17.9% | Reduced |
| TSFG, LLC | 1,485 | $405.0K | 0.16% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,483 | $405.0K | 0.04% | +40+2.8% | Added |
| Fermata Advisors, LLC | 1,486 | $406.0K | 0.18% | +264+21.6% | Added |
| PFG Private Wealth Management, LLC | 1,493 | $407.0K | 0.24% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,492 | $407.2K | 0.06% | +16+1.1% | Added |
| Lowell Blake & Associates Inc. | 1,496 | $408.0K | 0.19% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,500 | $409.0K | 0.05% | −488−24.5% | Reduced |
| Selway Asset Management | 1,500 | $409.0K | 0.22% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,500 | $409.0K | 0.21% | 00.0% | Unchanged |
| Toews Corp | 1,500 | $409.0K | 0.05% | +1,500 | New |
| Bell Investment Advisors, Inc | 1,497 | $409.0K | 0.12% | +1,497 | New |
| Legacy Wealth Management, LLC | 1,500 | $409.4K | 0.22% | +80+5.6% | Added |
| Shoker Investment Counsel, Inc. | 1,505 | $410.0K | 0.20% | −100−6.2% | Reduced |
| Cutler Investment Counsel LLC | 1,509 | $412.0K | 0.07% | +356+30.9% | Added |
| Adell Harriman & Carpenter Inc | 1,512 | $412.7K | 0.04% | 00.0% | Unchanged |
| Corsicana & Co. | 1,513 | $413.0K | 0.26% | −667−30.6% | Reduced |
| Hexagon Capital Partners LLC | 1,514 | $413.0K | 0.12% | −9−0.6% | Reduced |
| White Lighthouse Investment Management Inc. | 1,520 | $415.0K | 0.11% | −660−30.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,521 | $415.0K | 0.29% | −50−3.2% | Reduced |
| Capital Planning LLC | 1,525 | $416.0K | 0.17% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,535 | $419.0K | 0.27% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,538 | $420.0K | 0.03% | −40−2.5% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 1,537 | $420.0K | 0.11% | +11+0.7% | Added |
| Corundum Group, Inc. | 1,537 | $420.0K | 0.31% | +66+4.5% | Added |
| Hunter Associates Investment Management LLC | 1,543 | $421.0K | 0.14% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,545 | $422.0K | 0.38% | −50−3.1% | Reduced |
| Cooper/Haims Advisors, LLC | 1,547 | $422.0K | 0.25% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,545 | $422.0K | 0.18% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,548 | $423.0K | 0.17% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,553 | $424.0K | 0.20% | 00.0% | Unchanged |
| Page Arthur B | 1,565 | $427.0K | 0.32% | −500−24.2% | Reduced |
| Heritage Way Advisors, LLC | 1,568 | $428.0K | 0.18% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,403 | $429.0K | 0.15% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,575 | $430.0K | 0.28% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,575 | $430.0K | 0.14% | 00.0% | Unchanged |
| TRH Financial, LLC | 1,574 | $430.0K | 0.17% | 00.0% | Unchanged |
| Truefg, LLC | 1,499 | $430.0K | 0.19% | 00.0% | Unchanged |
| Cohen Lawrence B | 1,579 | $431.0K | 0.23% | −225−12.5% | Reduced |
| Carolina Wealth Advisors, LLC | 1,580 | $431.0K | 0.29% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,578 | $431.0K | 0.17% | +88+5.9% | Added |
| Meridian Management Co | 1,582 | $432.0K | 0.13% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,585 | $433.0K | 0.24% | −10−0.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $434.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,593 | $435.0K | 0.27% | +10+0.6% | Added |
| Hallmark Capital Management Inc | 1,598 | $436.0K | 0.04% | −134−7.7% | Reduced |
| Donald L. Hagan, LLC | 1,597 | $436.0K | 0.25% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,602 | $437.0K | 0.28% | −943−37.1% | Reduced |
| Rodgers Brothers Inc. | 1,600 | $437.0K | 0.09% | 00.0% | Unchanged |
| CAMG Solamere Management, LLC | 1,606 | $439.0K | 0.36% | 00.0% | Unchanged |
| Accuvest Global Advisors | 1,610 | $439.0K | 0.21% | +355+28.3% | Added |
| Bell Bank | 1,612 | $440.0K | 0.05% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,616 | $441.0K | 0.41% | 00.0% | Unchanged |
| Country Trust Bank | 1,615 | $441.0K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,620 | $442.0K | 0.21% | −10−0.6% | Reduced |
| Trillium Asset Management, LLC | 1,620 | $442.0K | 0.01% | +369+29.5% | Added |
| Shepherd Financial Partners LLC | 1,634 | $445.0K | 0.09% | −193−10.6% | Reduced |
| Concord Wealth Partners | 1,637 | $447.0K | 0.18% | −1,397−46.0% | Reduced |
| First Commonwealth Financial Corp | 1,637 | $447.0K | 0.16% | −25−1.5% | Reduced |
| Syverson Strege & Co | 1,642 | $448.0K | 0.36% | +65+4.1% | Added |
| L & S Advisors Inc | 1,645 | $449.0K | 0.05% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,648 | $450.0K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,648 | $450.0K | 0.15% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,653 | $451.0K | 0.31% | 00.0% | Unchanged |