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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 2,925 | $798.0K | 0.32% | +45+1.6% | Added |
| Independent Family Office, LLC | 2,928 | $799.0K | 0.33% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 2,927 | $799.0K | 0.51% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 2,931 | $800.0K | 0.15% | +856+41.3% | Added |
| LifeSteps Financial, Inc. | 2,943 | $803.0K | 0.61% | +20+0.7% | Added |
| Benin Management CORP | 2,944 | $804.0K | 0.26% | −400−12.0% | Reduced |
| Claro Advisors LLC | 2,944 | $804.0K | 0.34% | +91+3.2% | Added |
| SeaCrest Wealth Management, LLC | 2,952 | $806.0K | 0.10% | +20+0.7% | Added |
| D. Scott Neal, Inc. | 2,950 | $806.0K | 0.34% | +270+10.1% | Added |
| First National Bank | 2,955 | $806.0K | 0.76% | +2,955 | New |
| Keeley-Teton Advisors, LLC | 2,958 | $807.0K | 0.09% | +2,958 | New |
| Triton Wealth Management, PLLC | 2,861 | $808.0K | 0.39% | +20+0.7% | Added |
| Virtue Capital Management, LLC | 2,960 | $808.0K | 0.14% | +104+3.6% | Added |
| Permit Capital, LLC | 2,980 | $813.0K | 0.24% | −596−16.7% | Reduced |
| Jump Financial, LLC | 2,983 | $814.0K | 0.06% | −3,012−50.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,988 | $815.0K | 0.07% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,990 | $816.0K | 0.27% | −320−9.7% | Reduced |
| Weather Gauge Advisory, LLC | 3,000 | $819.0K | 1.06% | −100−3.2% | Reduced |
| Activest Wealth Management | 3,002 | $819.0K | 0.55% | +648+27.5% | Added |
| Taconic Capital Advisors LP | 3,000 | $819.0K | 0.03% | +1,000+50.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,017 | $823.0K | 0.59% | +6+0.2% | Added |
| 9258 Wealth Management, LLC | 3,018 | $824.0K | 0.22% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 3,021 | $824.0K | 0.32% | +1,503+99.0% | Added |
| First Dallas Securities Inc. | 3,025 | $826.0K | 0.57% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,030 | $827.0K | 0.26% | −25−0.8% | Reduced |
| First Bank & Trust | 3,029 | $827.0K | 0.38% | +52+1.7% | Added |
| Great Diamond Partners, LLC | 3,030 | $827.0K | 0.23% | +293+10.7% | Added |
| Essex LLC | 3,035 | $828.0K | 0.23% | +3,035 | New |
| Strid Group, LLC | 3,050 | $832.0K | 0.19% | +10+0.3% | Added |
| Herold Advisors, Inc. | 3,050 | $832.0K | 0.32% | +3,050 | New |
| Webster Bank, N. A. | 3,052 | $833.0K | 0.09% | −8−0.3% | Reduced |
| Sterling Financial Planning, Inc. | 3,057 | $834.0K | 0.53% | −133−4.2% | Reduced |
| Campbell Capital Management Inc | 3,063 | $836.0K | 0.37% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,090 | $843.0K | 0.61% | −250−7.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,087 | $843.0K | 0.58% | +641+26.2% | Added |
| Apexium Financial, LP | 3,091 | $844.0K | 0.49% | −107−3.3% | Reduced |
| Sofos Investments, Inc. | 2,118 | $845.0K | 0.62% | −2,438−53.5% | Reduced |
| Alerus Financial NA | 3,106 | $848.0K | 0.08% | −79−2.5% | Reduced |
| Grant Street Asset Management, Inc. | 3,118 | $851.0K | 0.50% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3,117 | $851.0K | 0.16% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,123 | $852.0K | 0.05% | −470−13.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,124 | $853.0K | 0.20% | −75−2.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,125 | $853.0K | 0.05% | +100+3.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,126 | $853.0K | 0.52% | +100+3.3% | Added |
| Chelsea Counsel Co | 3,130 | $854.0K | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,130 | $854.0K | 0.18% | +83+2.7% | Added |
| Polaris Wealth Advisory Group, LLC | 3,017 | $854.0K | 0.05% | +211+7.5% | Added |
| Strategic Wealth Designers | 3,127 | $854.0K | 0.26% | +637+25.6% | Added |
| Balyasny Asset Management LLC | 3,129 | $854.0K | 0.00% | +844+36.9% | Added |
| Dorchester Wealth Management Co | 3,133 | $855.0K | 0.21% | +45+1.5% | Added |
| Independent Wealth Network Inc. | 2,961 | $855.0K | 0.56% | +2,961 | New |
| tru Independence LLC | 3,138 | $856.0K | 0.24% | +3,138 | New |
| Kathmere Capital Management, LLC | 3,139 | $857.0K | 0.16% | −88−2.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,141 | $857.0K | 1.70% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,144 | $858.0K | 0.14% | +113+3.7% | Added |
| Stevens Capital Management LP | 3,147 | $859.0K | 0.36% | −295−8.6% | Reduced |
| Cornerstone Wealth Group, LLC | 3,156 | $861.0K | 0.15% | −106−3.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,156 | $861.0K | 0.55% | +694+28.2% | Added |
| Summit Financial Group Inc | 3,164 | $864.0K | 0.31% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 3,171 | $865.0K | 0.23% | −637−16.7% | Reduced |
| Affiance Financial, LLC | 3,173 | $866.0K | 0.38% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,175 | $867.0K | 0.14% | +235+8.0% | Added |
| CFO4Life Group, LLC | 3,176 | $867.0K | 0.20% | +516+19.4% | Added |
| Paragon Capital Management LLC | 3,189 | $870.0K | 0.46% | −250−7.3% | Reduced |
| Fortress Wealth Group, LLC | 3,195 | $872.0K | 0.75% | +280+9.6% | Added |
| PAX Financial Group, LLC | 3,198 | $873.0K | 0.21% | −13−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,025 | $874.0K | 0.35% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,206 | $875.0K | 0.21% | +621+24.0% | Added |
| Fernwood Investment Management, LLC | 3,210 | $876.0K | 0.30% | +20+0.6% | Added |
| Liberty Capital Management, Inc. | 3,213 | $877.0K | 0.26% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,216 | $878.0K | 0.61% | +54+1.7% | Added |
| Spirit of America Management Corp | 3,220 | $879.0K | 0.19% | +200+6.6% | Added |
| Portfolio Solutions, LLC | 3,224 | $880.0K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,226 | $881.0K | 0.51% | +583+22.1% | Added |
| Indiana Trust & Investment Management CO | 3,228 | $881.0K | 0.44% | +99+3.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,234 | $882.0K | 0.08% | −164−4.8% | Reduced |
| Fulcrum Equity Management | 3,230 | $882.0K | 0.34% | +380+13.3% | Added |
| IFG Advisors, LLC | 3,235 | $883.0K | 0.40% | −201−5.8% | Reduced |
| Lebenthal Global Advisors, LLC | 3,237 | $883.0K | 0.55% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,241 | $885.0K | 0.15% | −1,687−34.2% | Reduced |
| DFPG Investments, LLC | 3,146 | $886.0K | 0.34% | +6+0.2% | Added |
| Rex Capital Advisors, LLC | 3,250 | $887.0K | 0.46% | −1,500−31.6% | Reduced |
| Biechele Royce Advisors | 3,251 | $887.0K | 0.39% | +1,179+56.9% | Added |
| Kahn Brothers Group Inc | 3,250 | $887.1K | 0.12% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 3,257 | $889.0K | 0.47% | +421+14.8% | Added |
| Pensionmark Financial Group, LLC | 3,275 | $894.0K | 0.20% | −1,281−28.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,275 | $894.0K | 0.30% | −320−8.9% | Reduced |
| Crossvault Capital Management LLC | 3,273 | $894.0K | 0.28% | +50+1.6% | Added |
| Garrett Investment Advisors LLC | 3,278 | $895.0K | 0.29% | +40+1.2% | Added |
| Bank of Nova Scotia Trust Co | 3,290 | $898.0K | 0.08% | −63−1.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,290 | $898.0K | 0.39% | −60−1.8% | Reduced |
| Sigma Investment Counselors Inc | 3,292 | $899.0K | 0.07% | +11+0.3% | Added |
| Riverbridge Partners LLC | 3,300 | $901.0K | 0.01% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,300 | $901.0K | 0.17% | +37+1.1% | Added |
| Acorn Wealth Advisors, LLC | 3,305 | $902.0K | 0.63% | −32−1.0% | Reduced |
| Tandem Capital Management Corp | 3,304 | $902.0K | 0.57% | +72+2.2% | Added |
| First National Bank of South Miami | 3,309 | $903.0K | 0.61% | −4−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,310 | $903.0K | 0.41% | +19+0.6% | Added |
| Kidder Stephen W | 3,318 | $905.0K | 0.28% | −25−0.7% | Reduced |
| Acas, LLC | 3,328 | $908.0K | 1.26% | −15−0.4% | Reduced |