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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 2,466 | $673.0K | 0.39% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,473 | $675.0K | 0.04% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 2,472 | $675.0K | 0.01% | +281+12.8% | Added |
| Mascoma Wealth Management LLC | 2,476 | $676.0K | 0.26% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,485 | $678.0K | 0.09% | −840−25.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,483 | $678.0K | 0.23% | 00.0% | Unchanged |
| Golden Green, Inc. | 2,485 | $678.0K | 0.53% | +1,394+127.8% | Added |
| Cairn Investment Group, Inc. | 2,498 | $681.0K | 0.50% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,495 | $681.0K | 0.28% | +11+0.4% | Added |
| Madison Wealth Partners, Inc | 2,495 | $681.0K | 0.38% | +18+0.7% | Added |
| Gleason Group, Inc. | 2,497 | $682.0K | 0.25% | 00.0% | Unchanged |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 2,501 | $683.0K | 0.02% | −23,490−90.4% | Reduced |
| Asset Planning Services, Ltd. | 2,517 | $687.0K | 0.33% | −187−6.9% | Reduced |
| Marco Investment Management LLC | 2,519 | $687.0K | 0.08% | +130+5.4% | Added |
| Hengehold Capital Management LLC | 2,531 | $691.0K | 0.09% | −43−1.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,530 | $691.0K | 0.33% | +50+2.0% | Added |
| Sound Income Strategies, LLC | 2,541 | $694.0K | 0.09% | −2−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,541 | $694.0K | 0.45% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 2,555 | $697.0K | 0.14% | −200−7.3% | Reduced |
| SkyOak Wealth, LLC | 2,569 | $701.0K | 0.19% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 2,575 | $703.0K | 0.00% | −925−26.4% | Reduced |
| Rockbridge Investment Management, LCC | 2,575 | $703.0K | 0.12% | −18−0.7% | Reduced |
| Engrave Wealth Partners LLC | 2,579 | $704.0K | 0.21% | 00.0% | Unchanged |
| Surevest, LLC | 2,580 | $704.0K | 0.18% | +55+2.2% | Added |
| First National Bank & Trust Co of Newtown | 2,585 | $706.0K | 0.15% | +360+16.2% | Added |
| Legend Financial Advisors, Inc. | 2,590 | $707.0K | 0.45% | +44+1.7% | Added |
| Moody National Bank Trust Division | 2,589 | $707.0K | 0.01% | +100+4.0% | Added |
| Cadent Capital Advisors, LLC | 2,595 | $708.0K | 0.31% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,505 | $709.0K | 1.00% | +2,505 | New |
| Catalyst Private Wealth, LLC | 2,600 | $710.0K | 0.30% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,530 | $711.0K | 0.30% | +2,530 | New |
| Copperwynd Financial, LLC | 2,617 | $714.0K | 0.29% | +1,472+128.6% | Added |
| Inspire Advisors, LLC | 2,619 | $715.0K | 0.23% | −100−3.7% | Reduced |
| Clean Yield Group | 2,621 | $715.0K | 0.25% | +14+0.5% | Added |
| Atticus Wealth Management, LLC | 2,623 | $716.0K | 0.31% | −24−0.9% | Reduced |
| Advus Financial Partners, LLC | 2,397 | $716.7K | 0.40% | +2,397 | New |
| Stableford Capital II LLC | 2,545 | $717.0K | 0.36% | −124−4.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 2,630 | $718.0K | 0.63% | −275−9.5% | Reduced |
| Winfield Associates, Inc. | 2,629 | $718.0K | 0.27% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 2,632 | $718.0K | 0.39% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,637 | $719.7K | 0.36% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,639 | $720.0K | 0.39% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,638 | $720.0K | 0.32% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,645 | $721.0K | 0.32% | −20−0.8% | Reduced |
| Inscription Capital, LLC | 2,646 | $722.0K | 0.23% | −19,441−88.0% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $722.0K | 0.16% | 00.0% | Unchanged |
| Avion Wealth | 2,645 | $722.0K | 0.22% | +48+1.8% | Added |
| Ategra Capital Management, LLC | 2,648 | $722.7K | 0.36% | −174−6.2% | Reduced |
| Westwood Management Corp | 2,650 | $723.0K | 0.06% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 2,625 | $724.0K | 0.09% | −750−22.2% | Reduced |
| Capital Square, LLC | 2,638 | $727.0K | 0.52% | −60−2.2% | Reduced |
| Accurate Wealth Management, LLC | 2,614 | $728.0K | 0.64% | +264+11.2% | Added |
| Aaron Wealth Advisors | 2,681 | $731.0K | 0.21% | +93+3.6% | Added |
| Grant/GrossMendelsohn, LLC | 2,527 | $733.0K | 0.58% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,704 | $738.0K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,703 | $738.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 2,707 | $739.0K | 0.42% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,717 | $741.0K | 0.54% | +10+0.4% | Added |
| Bulltick Wealth Management, LLC | 2,720 | $742.4K | 0.17% | −1,235−31.2% | Reduced |
| Aprio Wealth Management, LLC | 2,727 | $744.0K | 0.34% | 00.0% | Unchanged |
| F/M Investments LLC | 2,729 | $745.0K | 0.53% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,736 | $747.0K | 0.15% | −102−3.6% | Reduced |
| Security National Trust Co | 2,687 | $747.0K | 0.17% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,741 | $748.0K | 0.09% | 00.0% | Unchanged |
| JBJ Investment Partners, LLC | 2,742 | $748.0K | 0.16% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,739 | $748.0K | 0.43% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,746 | $749.0K | 0.36% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,752 | $751.0K | 0.46% | −73−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 2,751 | $751.0K | 0.20% | −69−2.4% | Reduced |
| Allied Investment Advisors, LLC | 2,752 | $751.0K | 0.28% | −3−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,755 | $752.0K | 0.49% | +51+1.9% | Added |
| Ackerman Capital Advisors, LLC | 2,766 | $755.0K | 0.17% | −5−0.2% | Reduced |
| De Burlo Group Inc | 2,773 | $757.0K | 0.12% | −69,500−96.2% | Reduced |
| Estabrook Capital Management | 2,778 | $758.2K | 0.12% | −1,900−40.6% | Reduced |
| Trinity Legacy Partners, LLC | 2,782 | $759.0K | 0.27% | +179+6.9% | Added |
| Castle Rock Wealth Management, LLC | 2,642 | $763.0K | 0.26% | +65+2.5% | Added |
| J. L. Bainbridge & Co., Inc. | 2,799 | $764.0K | 0.09% | −20−0.7% | Reduced |
| Keebeck Wealth Management, LLC | 2,820 | $770.0K | 0.15% | +200+7.6% | Added |
| Marshall Financial Group LLC | 2,826 | $771.0K | 0.40% | −870−23.5% | Reduced |
| Odey Holdings Ltd | 2,824 | $771.0K | 4.10% | +1,224+76.5% | Added |
| Beaton Management Co. Inc. | 2,830 | $772.0K | 0.51% | −25−0.9% | Reduced |
| Triumph Capital Management | 2,831 | $773.0K | 0.36% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,835 | $774.0K | 0.21% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,834 | $774.0K | 0.10% | +511+22.0% | Added |
| Round Hill Asset Management | 2,840 | $775.0K | 0.39% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,843 | $776.0K | 0.26% | 00.0% | Unchanged |
| Family Firm, Inc. | 33,154 | $776.0K | 0.20% | +1,574+5.0% | Added |
| Total Clarity Wealth Management, Inc. | 2,842 | $776.0K | 0.37% | +239+9.2% | Added |
| Tarbox Family Office, Inc. | 2,854 | $779.0K | 0.14% | −365−11.3% | Reduced |
| RMR Wealth Builders | 2,872 | $784.0K | 0.23% | −800−21.8% | Reduced |
| Courage Miller Partners, LLC | 2,871 | $784.0K | 0.32% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,723 | $784.0K | 0.35% | +4+0.1% | Added |
| Elm Advisors, LLC | 2,875 | $785.0K | 0.47% | +200+7.5% | Added |
| South Street Advisors LLC | 2,880 | $786.0K | 0.15% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,880 | $786.0K | 0.41% | +2,880 | New |
| Foundations Investment Advisors, LLC | 2,829 | $787.0K | 0.03% | +270+10.6% | Added |
| Barings LLC | 2,887 | $788.0K | 0.02% | −638−18.1% | Reduced |
| BCK Partners, Inc. | 2,909 | $794.0K | 0.50% | 00.0% | Unchanged |
| Farmers National Bank | 3,425 | $794.2K | 0.32% | +3,425 | New |
| Detalus Advisors, LLC | 2,913 | $795.0K | 0.40% | −617−17.5% | Reduced |