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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 2,063 | $563.0K | 0.03% | +400+24.1% | Added |
| Home Federal Bank of Tennessee | 2,065 | $564.0K | 0.20% | −770−27.2% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $564.0K | 0.28% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 2,066 | $564.0K | 0.54% | 00.0% | Unchanged |
| Miller Investment Management, LP | 2,065 | $564.0K | 0.10% | +2,065 | New |
| Centric Wealth Management | 2,071 | $565.0K | 0.21% | +36+1.8% | Added |
| Asset Planning Services Inc | 2,075 | $566.0K | 0.33% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,079 | $567.0K | 0.13% | +13+0.6% | Added |
| Anderson Hoagland & Co | 2,078 | $567.0K | 0.07% | +456+28.1% | Added |
| Harbor Group, Inc. | 2,082 | $568.0K | 0.37% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,094 | $571.0K | 0.11% | +10+0.5% | Added |
| Capital Advisors, Ltd. LLC | 2,099 | $573.0K | 0.10% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,083 | $574.0K | 0.51% | −3,802−64.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,115 | $577.0K | 0.03% | +25+1.2% | Added |
| Arvest Bank Trust Division | 2,113 | $577.0K | 0.03% | +113+5.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,119 | $578.0K | 0.15% | −250−10.6% | Reduced |
| Zions Bancorporation, N.A. | 2,117 | $578.0K | 0.06% | +490+30.1% | Added |
| Van Strum & Towne Inc. | 2,123 | $579.0K | 0.23% | −1,050−33.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,125 | $580.0K | 0.06% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,146 | $586.0K | 0.27% | 00.0% | Unchanged |
| Insight Folios Inc | 2,147 | $586.0K | 0.32% | +4+0.2% | Added |
| Black Swift Group, LLC | 2,150 | $587.0K | 0.27% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $587.0K | 0.26% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,150 | $587.0K | 0.21% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,156 | $588.0K | 0.33% | −1,125−34.3% | Reduced |
| Principal Street Partners, LLC | 2,153 | $588.0K | 0.16% | +86+4.2% | Added |
| Vista Wealth Management Group, LLC | 2,154 | $588.0K | 0.11% | +124+6.1% | Added |
| Silicon Valley Capital Partners | 2,154 | $588.0K | 0.11% | +606+39.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 2,164 | $591.0K | 0.03% | −656−23.3% | Reduced |
| McGowan Group Asset Management, Inc. | 2,169 | $592.0K | 0.10% | 00.0% | Unchanged |
| JB Capital LLC | 2,170 | $592.0K | 0.08% | +2,170 | New |
| Dearborn Partners LLC | 2,177 | $594.0K | 0.02% | +175+8.7% | Added |
| First United Bank Trust | 2,184 | $596.0K | 0.24% | −58−2.6% | Reduced |
| Valley Brook Capital Group | 2,185 | $596.0K | 0.59% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,192 | $598.0K | 0.18% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,197 | $600.0K | 0.69% | +2,197 | New |
| South Shore Capital Advisors | 2,201 | $601.0K | 1.11% | −56−2.5% | Reduced |
| Matisse Capital | 2,205 | $602.0K | 0.22% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,212 | $604.0K | 0.31% | −4−0.2% | Reduced |
| Nixon Peabody Trust Co | 2,222 | $606.0K | 0.22% | +750+51.0% | Added |
| MEMBERS Trust Co | 2,197 | $609.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,237 | $611.0K | 0.19% | −218−8.9% | Reduced |
| Advisory Alpha, LLC | 2,242 | $612.0K | 0.04% | −71−3.1% | Reduced |
| Interchange Capital Partners, LLC | 2,244 | $612.0K | 1.02% | −34−1.5% | Reduced |
| ERTS Wealth Advisors, LLC | 2,243 | $612.0K | 0.16% | +136+6.5% | Added |
| American Assets Investment Management, LLC | 2,250 | $614.0K | 0.08% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,257 | $616.0K | 0.32% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,259 | $616.0K | 0.06% | +317+16.3% | Added |
| Compass Advisory Group LLC | 2,269 | $619.0K | 0.36% | +9+0.4% | Added |
| Svenska Handelsbanken AB (publ) | 2,270 | $620.0K | 3.33% | +2,270 | New |
| KG&L Capital Management,LLC | 2,274 | $621.0K | 0.27% | +13+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 2,275 | $621.0K | 0.40% | +57+2.6% | Added |
| Assetmark, Inc | 2,281 | $623.0K | 0.00% | −28,180−92.5% | Reduced |
| Darwin Advisors, LLC | 2,286 | $624.0K | 0.10% | −97−4.1% | Reduced |
| Dempze Nancy E | 2,286 | $624.0K | 0.49% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,290 | $625.0K | 0.58% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,293 | $626.0K | 0.40% | −560−19.6% | Reduced |
| Sage Rhino Capital LLC | 2,292 | $626.0K | 0.19% | +102+4.7% | Added |
| Willis Johnson & Associates, Inc. | 2,305 | $629.0K | 0.09% | −1,002−30.3% | Reduced |
| Creative Financial Designs Inc | 2,306 | $629.0K | 0.10% | +16+0.7% | Added |
| Horst & Graben Wealth Management LLC | 2,307 | $630.0K | 0.17% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,314 | $632.0K | 0.51% | −7−0.3% | Reduced |
| Northwest Capital Management Inc | 2,185 | $632.0K | 0.33% | +10+0.5% | Added |
| Lutz Financial Services LLC | 2,319 | $633.0K | 0.08% | −120−4.9% | Reduced |
| Colorado Capital Management, Inc. | 2,328 | $635.0K | 0.45% | −119−4.9% | Reduced |
| Verus Financial Partners, Inc. | 2,250 | $636.0K | 0.10% | −103−4.4% | Reduced |
| Landaas & Co | 2,330 | $636.0K | 0.37% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,332 | $636.0K | 0.30% | 00.0% | Unchanged |
| Monument Capital Management | 2,330 | $636.0K | 0.22% | +1,434+160.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,350 | $641.0K | 0.23% | −758−24.4% | Reduced |
| Bigelow Investment Advisors, LLC | 2,350 | $641.0K | 0.32% | −167−6.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,233 | $642.0K | 0.35% | +256+12.9% | Added |
| Kalos Management, Inc. | 2,234 | $643.0K | 0.18% | +979+78.0% | Added |
| Port Capital LLC | 2,359 | $644.0K | 0.03% | +82+3.6% | Added |
| Sovereign Financial Group, Inc. | 2,359 | $644.0K | 0.37% | −84−3.4% | Reduced |
| Coerente Capital Management | 2,364 | $645.0K | 0.13% | −20−0.8% | Reduced |
| Palisade Asset Management, LLC | 2,365 | $646.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,370 | $647.0K | 0.33% | −98−4.0% | Reduced |
| Schoolcraft Capital LLC | 2,374 | $648.0K | 0.22% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,294 | $648.0K | 0.27% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,378 | $649.0K | 0.12% | −282−10.6% | Reduced |
| Vista Investment Management | 2,376 | $649.0K | 0.38% | +19+0.8% | Added |
| Clearview Wealth Advisors LLC | 2,380 | $650.0K | 0.41% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,346 | $651.0K | 0.23% | −758−24.4% | Reduced |
| Broadleaf Partners, LLC | 2,384 | $651.0K | 0.22% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,388 | $652.0K | 0.38% | −5−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 2,391 | $653.0K | 0.18% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,395 | $654.0K | 0.30% | +2,395 | New |
| Machina Capital S.A.S. | 2,400 | $655.0K | 1.41% | +2,400 | New |
| Columbia Trust Co 01012016 | 2,403 | $656.0K | 0.35% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 2,408 | $657.0K | 0.48% | +35+1.5% | Added |
| Pasadena Private Wealth, LLC | 2,440 | $666.0K | 0.23% | +304+14.2% | Added |
| StrategIQ Financial Group, LLC | 2,442 | $667.0K | 0.13% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,447 | $668.0K | 0.35% | −30−1.2% | Reduced |
| Financial Consulate, Inc | 2,446 | $668.0K | 0.24% | +196+8.7% | Added |
| DT Investment Partners, LLC | 2,447 | $668.0K | 0.09% | +2,447 | New |
| L2 Asset Management, LLC | 2,455 | $670.0K | 1.69% | −7,585−75.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,455 | $670.0K | 0.20% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,458 | $671.0K | 0.46% | +167+7.3% | Added |
| Atlantic Trust, LLC | 2,463 | $672.0K | 0.43% | −345−12.3% | Reduced |