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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 127,761 | $34.9M | 0.71% | +7,787+6.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 126,444 | $34.5M | 13.63% | +155+0.1% | Added |
| WealthPLAN Partners, LLC | 120,780 | $34.4M | 2.29% | +236+0.2% | Added |
| Stack Financial Management, Inc | 125,932 | $34.4M | 3.28% | −894−0.7% | Reduced |
| Candriam Luxembourg S.C.A. | 125,182 | $34.2M | 0.23% | +12,092+10.7% | Added |
| Easterly Investment Partners LLC | 123,796 | $33.8M | 2.29% | +14,147+12.9% | Added |
| Jane Street Group, LLC | 123,029 | $33.6M | 0.08% | +552+0.5% | Added |
| Washington Trust Co | 122,683 | $33.5M | 0.94% | −1,157−0.9% | Reduced |
| Martingale Asset Management L P | 122,260 | $33.4M | 0.44% | +8,724+7.7% | Added |
| Tredje AP-fonden | 122,105 | $33.3M | 0.70% | +50,000+69.3% | Added |
| New Mexico Educational Retirement Board | 121,157 | $33.1M | 1.15% | −6,000−4.7% | Reduced |
| Harvey Investment Co LLC | 120,449 | $32.9M | 4.27% | −161−0.1% | Reduced |
| Bokf, NA | 120,074 | $32.8M | 0.56% | +120,074 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 118,159 | $32.3M | 11.80% | +871+0.7% | Added |
| Cook & Bynum Capital Management, LLC | 114,960 | $32.2M | 26.36% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 117,315 | $32.0M | 0.97% | −1,357−1.1% | Reduced |
| New Capital Management LP | 114,263 | $32.0M | 17.62% | +114,263 | New |
| Foundation Resource Management Inc | 116,488 | $31.8M | 7.17% | +5,464+4.9% | Added |
| Gofen & Glossberg LLC | 116,405 | $31.8M | 0.74% | −330−0.3% | Reduced |
| Welch & Forbes LLC | 116,052 | $31.7M | 0.53% | +4,744+4.3% | Added |
| Amussen Hunsaker Associates LLC | 115,767 | $31.6M | 8.70% | +12,760+12.4% | Added |
| Cullen/Frost Bankers, Inc. | 115,667 | $31.6M | 0.64% | +5,624+5.1% | Added |
| Cetera Advisors LLC | 115,607 | $31.6M | 0.61% | +20,112+21.1% | Added |
| Academy Capital Management Inc | 115,566 | $31.5M | 5.07% | +826+0.7% | Added |
| Louisiana State Employees Retirement System | 115,400 | $31.5M | 0.76% | −2,800−2.4% | Reduced |
| Shell Asset Management Co | 114,841 | $31.3M | 0.70% | −19,446−14.5% | Reduced |
| Covington Capital Management | 114,799 | $31.3M | 1.19% | −1,090−0.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 114,799 | $31.3M | 4.95% | +1,314+1.2% | Added |
| Citadel Investment Advisory, Inc. | 114,657 | $31.3M | 19.39% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 114,645 | $31.3M | 1.23% | −16,080−12.3% | Reduced |
| Saybrook Capital | 114,277 | $31.2M | 8.63% | +145+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 113,804 | $31.1M | 0.16% | +11,880+11.7% | Added |
| Segment Wealth Management, LLC | 113,794 | $31.1M | 3.69% | +4,499+4.1% | Added |
| Trust Co of Vermont | 113,731 | $31.0M | 2.21% | −617−0.5% | Reduced |
| Altrinsic Global Advisors LLC | 113,598 | $31.0M | 0.93% | −43,762−27.8% | Reduced |
| Illinois Municipal Retirement Fund | 113,453 | $31.0M | 1.14% | +74,622+192.2% | Added |
| Fiduciary Trust Co | 112,722 | $30.8M | 0.55% | +1,608+1.4% | Added |
| Belpointe Asset Management LLC | 112,557 | $30.7M | 2.10% | +59,387+111.7% | Added |
| Buckingham Strategic Wealth, LLC | 111,998 | $30.6M | 0.63% | −20,443−15.4% | Reduced |
| Kemnay Advisory Services Inc. | 111,915 | $30.5M | 4.01% | +12,177+12.2% | Added |
| Thomasville National Bank | 111,293 | $30.4M | 3.15% | +2,637+2.4% | Added |
| Capital Advisors Inc | 111,056 | $30.3M | 0.90% | +13,073+13.3% | Added |
| Pacer Advisors, Inc. | 110,315 | $30.1M | 0.38% | −3,678−3.2% | Reduced |
| Spears Abacus Advisors LLC | 109,428 | $29.9M | 2.16% | +1,971+1.8% | Added |
| Elgethun Capital Management | 109,305 | $29.8M | 10.30% | +238+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 108,683 | $29.7M | 6.02% | −405−0.4% | Reduced |
| Kentucky Retirement Systems | 108,201 | $29.5M | 1.39% | −2,168−2.0% | Reduced |
| AE Wealth Management LLC | 107,952 | $29.5M | 0.24% | −6,245−5.5% | Reduced |
| Grandfield & Dodd, LLC | 107,612 | $29.4M | 2.05% | +966+0.9% | Added |
| SFMG, LLC | 106,250 | $29.0M | 3.22% | −771−0.7% | Reduced |
| Cadinha & Co LLC | 105,774 | $28.9M | 4.12% | +1,697+1.6% | Added |
| Valeo Financial Advisors, LLC | 185,298 | $28.6M | 1.68% | +109+0.1% | Added |
| Culbertson A N & Co Inc | 104,436 | $28.5M | 5.83% | +2,215+2.2% | Added |
| Fulton Breakefield Broenniman LLC | 104,012 | $28.4M | 2.43% | +84+0.1% | Added |
| Smith, Salley & Associates | 103,579 | $28.3M | 2.22% | +1,014+1.0% | Added |
| Regions Financial Corp | 103,194 | $28.2M | 0.24% | −481−0.5% | Reduced |
| Prana Capital Management, LP | 102,439 | $28.0M | 2.46% | +27,945+37.5% | Added |
| South State Corp. | 102,331 | $27.9M | 2.35% | +1,760+1.8% | Added |
| Claret Asset Management Corp | 102,159 | $27.9M | 4.78% | −820−0.8% | Reduced |
| Portland Investment Counsel Inc. | 101,581 | $27.7M | 12.64% | 00.0% | Unchanged |
| First Nebraska Trust Co | 101,009 | $27.6M | 3.61% | +186+0.2% | Added |
| Lincoln Capital LLC | 100,877 | $27.5M | 7.49% | −1,585−1.5% | Reduced |
| MUFG Securities EMEA plc | 100,626 | $27.5M | 0.36% | +100,626 | New |
| Steginsky Capital LLC | 100,567 | $27.4M | 10.31% | −546−0.5% | Reduced |
| Gamble Jones Investment Counsel | 100,539 | $27.4M | 1.80% | −637−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 100,201 | $27.3M | 0.99% | +100,201 | New |
| White Pine Investment CO | 99,834 | $27.2M | 9.53% | −4,450−4.3% | Reduced |
| Avantax Advisory Services, Inc. | 99,676 | $27.2M | 0.45% | +5,847+6.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 99,573 | $27.2M | 5.65% | −1,729−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 98,859 | $27.0M | 2.77% | +1,439+1.5% | Added |
| Retirement Group, LLC | 98,835 | $27.0M | 12.46% | +2,439+2.5% | Added |
| Greenbrier Partners Capital Management, LLC | 97,053 | $26.5M | 2.42% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 96,381 | $26.3M | 0.62% | +8,082+9.2% | Added |
| Farmers & Merchants Investments Inc | 96,373 | $26.3M | 1.11% | +27,320+39.6% | Added |
| Nichols & Pratt Advisers LLP | 95,026 | $26.2M | 1.98% | −3,120−3.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 95,918 | $26.2M | 6.42% | +713+0.7% | Added |
| Qube Research & Technologies Ltd | 95,671 | $26.1M | 0.33% | +51,936+118.8% | Added |
| Professional Advisory Services Inc | 94,901 | $25.9M | 3.80% | +2,696+2.9% | Added |
| DuPont Capital Management Corp | 94,692 | $25.8M | 0.81% | −41,758−30.6% | Reduced |
| Guggenheim Capital LLC | 93,500 | $25.5M | 0.15% | −6,942−6.9% | Reduced |
| True North Advisors, LLC | 92,641 | $25.3M | 4.98% | +2,430+2.7% | Added |
| Elo Mutual Pension Insurance Co | 92,381 | $25.2M | 0.81% | −3,468−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 92,046 | $25.1M | 0.62% | +28,022+43.8% | Added |
| People's United Financial, Inc. | 91,524 | $25.0M | 0.56% | +2,941+3.3% | Added |
| Hutchinson Capital Management | 91,252 | $24.9M | 6.02% | +233+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 91,040 | $24.8M | 0.06% | +16,198+21.6% | Added |
| Shufro Rose & Co LLC | 90,912 | $24.8M | 1.94% | −2,566−2.7% | Reduced |
| CapWealth Advisors, LLC | 90,674 | $24.7M | 2.71% | +261+0.3% | Added |
| Associated Banc-Corp | 90,654 | $24.7M | 0.98% | −6,573−6.8% | Reduced |
| Suncoast Equity Management | 90,359 | $24.7M | 3.45% | −7,364−7.5% | Reduced |
| Quinn Opportunity Partners LLC | 90,321 | $24.7M | 1.58% | +1,000+1.1% | Added |
| Heritage Wealth Advisors | 90,234 | $24.6M | 1.51% | +1,450+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 90,042 | $24.6M | 0.58% | −3,400−3.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 90,008 | $24.6M | 0.35% | −342−0.4% | Reduced |
| Meeder Asset Management Inc | 89,926 | $24.5M | 1.29% | −3,102−3.3% | Reduced |
| GoodHaven Capital Management, LLC | 89,839 | $24.5M | 15.96% | +145+0.2% | Added |
| Menlo Advisors LLC | 89,803 | $24.5M | 12.96% | +2,545+2.9% | Added |
| Ancora Advisors, LLC | 89,754 | $24.5M | 0.64% | +715+0.8% | Added |
| Lee Financial Co | 89,276 | $24.4M | 5.04% | +1,202+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 89,223 | $24.4M | 0.26% | +44,037+97.5% | Added |