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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 1,660 | $453.0K | 0.06% | +130+8.5% | Added |
| Ullmann Financial Group, Inc. | 1,665 | $454.0K | 0.18% | +48+3.0% | Added |
| Venturi Wealth Management, LLC | 1,669 | $456.0K | 0.04% | −775−31.7% | Reduced |
| Meritage Group LP | 1,670 | $456.0K | 0.01% | +749+81.3% | Added |
| BTC Capital Management, Inc. | 1,681 | $459.0K | 0.05% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,681 | $459.0K | 0.14% | +1,681 | New |
| Clarity Financial LLC | 1,687 | $460.0K | 0.09% | −240−12.5% | Reduced |
| Veracity Capital LLC | 1,685 | $460.0K | 0.20% | +13+0.8% | Added |
| Wipfli Financial Advisors LLC, | 1,696 | $462.9K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,700 | $464.0K | 0.01% | +710+71.7% | Added |
| Retirement Planning Group | 1,705 | $465.0K | 0.05% | +10+0.6% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $466.0K | 0.44% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,714 | $468.0K | 0.10% | −20−1.2% | Reduced |
| Bridgecreek Investment Management, LLC | 1,714 | $468.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,713 | $468.0K | 0.31% | +30+1.8% | Added |
| Cedar Wealth Management, LLC | 1,725 | $471.0K | 0.21% | +103+6.4% | Added |
| Ambassador Advisors, LLC | 1,730 | $472.0K | 0.09% | −95−5.2% | Reduced |
| Johnson Financial Group, LLC | 1,734 | $473.0K | 0.09% | −23−1.3% | Reduced |
| White Pine Capital LLC | 1,735 | $474.0K | 0.15% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,739 | $475.0K | 0.58% | +1,739 | New |
| Madden Securities Corp | 1,747 | $477.0K | 0.26% | −815−31.8% | Reduced |
| Column Capital Advisors, LLC | 1,752 | $478.0K | 0.10% | −509−22.5% | Reduced |
| Powell Investment Advisors, LLC | 1,755 | $479.0K | 0.30% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,769 | $482.0K | 0.37% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,773 | $484.0K | 0.25% | +1+0.1% | Added |
| Hemington Wealth Management | 1,777 | $485.0K | 0.18% | +36+2.1% | Added |
| Wescott Financial Advisory Group, LLC | 1,778 | $485.0K | 0.27% | +153+9.4% | Added |
| Chesley Taft & Associates LLC | 1,780 | $486.0K | 0.03% | −480−21.2% | Reduced |
| Tempus Wealth Planning, LLC | 1,780 | $486.0K | 0.28% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,725 | $488.0K | 0.33% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,790 | $489.0K | 0.26% | −248−12.2% | Reduced |
| Day & Ennis, LLC | 1,793 | $489.0K | 0.17% | +678+60.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,797 | $490.0K | 1.46% | −2,906−61.8% | Reduced |
| Campbell Wealth Management | 1,795 | $490.0K | 0.07% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,795 | $490.0K | 0.40% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,997 | $491.0K | 0.27% | +368+10.1% | Added |
| Tower Wealth Partners, Inc. | 1,800 | $491.0K | 0.52% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,809 | $493.0K | 0.13% | +530+41.4% | Added |
| San Luis Wealth Advisors LLC | 1,807 | $493.0K | 0.27% | +1,807 | New |
| Ballast, Inc. | 1,819 | $496.0K | 0.21% | +12+0.7% | Added |
| Aua Capital Management, LLC | 1,825 | $498.0K | 0.32% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,827 | $499.0K | 0.10% | −8,403−82.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,832 | $500.0K | 0.13% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,835 | $501.0K | 0.06% | +783+74.4% | Added |
| Asset Planning Corporation | 1,840 | $502.0K | 0.46% | +449+32.3% | Added |
| Diamant Asset Management, Inc. | 1,845 | $504.0K | 0.42% | +1,845 | New |
| Game Creek Capital, LP | 1,850 | $505.0K | 0.27% | −3,375−64.6% | Reduced |
| McDaniel Terry & Co | 1,852 | $505.0K | 0.06% | −150−7.5% | Reduced |
| GeoWealth Management, LLC | 1,854 | $506.0K | 0.04% | −30−1.6% | Reduced |
| Vantage Consulting Group Inc | 1,864 | $509.0K | 0.11% | +90+5.1% | Added |
| Northstar Advisory Group, LLC | 1,885 | $514.0K | 0.50% | −3,929−67.6% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $514.0K | 0.50% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,882 | $514.0K | 0.17% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 1,886 | $514.0K | 0.06% | +200+11.9% | Added |
| Alliance Wealth Advisors, LLC | 1,886 | $515.0K | 0.46% | +1+0.1% | Added |
| One Wealth Advisors, LLC | 1,896 | $517.0K | 0.15% | +51+2.8% | Added |
| Eclectic Associates Inc | 1,902 | $519.0K | 0.38% | −3−0.2% | Reduced |
| Bollard Group LLC | 1,900 | $519.0K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,900 | $519.0K | 0.42% | 00.0% | Unchanged |
| United Bank | 1,906 | $520.0K | 0.07% | −600−23.9% | Reduced |
| Ironsides Asset Advisors, LLC | 1,905 | $520.0K | 0.16% | +480+33.7% | Added |
| Hohimer Wealth Management, LLC | 1,914 | $522.0K | 0.11% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,919 | $524.0K | 0.13% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,938 | $529.0K | 0.10% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,940 | $530.0K | 0.26% | +7+0.4% | Added |
| ERn Financial, LLC | 1,941 | $530.0K | 0.14% | +295+17.9% | Added |
| Choice Wealth Advisors, LLC | 1,952 | $533.0K | 0.45% | +1,952 | New |
| Eastern Bank | 1,957 | $534.0K | 0.03% | +50+2.6% | Added |
| CMG Global Holdings, LLC | 1,958 | $534.0K | 0.40% | +450+29.8% | Added |
| Austin Private Wealth, LLC | 1,960 | $535.0K | 0.12% | −88−4.3% | Reduced |
| Probity Advisors, Inc. | 1,969 | $537.0K | 0.11% | +233+13.4% | Added |
| Harvest Investment Services, LLC | 1,973 | $538.0K | 0.22% | −13−0.7% | Reduced |
| Capital CS Group, LLC | 1,950 | $538.0K | 0.50% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,975 | $539.0K | 0.07% | −406−17.1% | Reduced |
| Atwater Malick LLC | 1,974 | $539.0K | 0.28% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 1,974 | $539.0K | 0.11% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,977 | $539.0K | 0.17% | +790+66.6% | Added |
| Augustine Asset Management Inc | 1,979 | $540.0K | 0.29% | +58+3.0% | Added |
| Access Financial Services, Inc. | 1,983 | $541.0K | 0.24% | −63−3.1% | Reduced |
| Wrapmanager Inc | 1,991 | $543.0K | 0.14% | −434−17.9% | Reduced |
| Vanguard Capital Wealth Advisors | 1,991 | $543.0K | 0.41% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,991 | $543.0K | 0.15% | +400+25.1% | Added |
| Wealthgate Family Office, LLC | 1,990 | $543.0K | 0.83% | +630+46.3% | Added |
| Greenhouse Wealth Management, LLC | 1,998 | $545.0K | 0.52% | 00.0% | Unchanged |
| Leisure Capital Management | 1,995 | $545.0K | 0.29% | 00.0% | Unchanged |
| Viridian Ria, LLC | 6,458 | $546.0K | 4.59% | +9+0.1% | Added |
| HBW Advisory Services LLC | 2,002 | $546.0K | 0.14% | +115+6.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,013 | $549.0K | 0.19% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,027 | $553.0K | 0.00% | +933+85.3% | Added |
| Foster Victor Wealth Advisors, LLC | 2,029 | $554.0K | 0.09% | +728+56.0% | Added |
| Cascade Investment Advisors, Inc. | 2,031 | $554.3K | 0.36% | +185+10.0% | Added |
| Ogorek Anthony Joseph | 2,038 | $556.0K | 0.25% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $556.0K | 0.60% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 2,040 | $557.0K | 0.10% | +2,040 | New |
| AXS Investments LLC | 2,044 | $558.0K | 0.21% | −17,184−89.4% | Reduced |
| Arcus Capital Partners, LLC | 2,044 | $558.0K | 0.21% | −672−24.7% | Reduced |
| Cadence Bank NA | 2,044 | $558.0K | 0.17% | −150−6.8% | Reduced |
| Wellspring Financial Advisors, LLC | 2,045 | $558.0K | 0.17% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,055 | $561.0K | 0.11% | −3,700−64.3% | Reduced |
| BFT Financial Group, LLC | 2,058 | $562.0K | 0.10% | +137+7.1% | Added |