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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 88,991 | $24.3M | 0.22% | −1,770−2.0% | Reduced |
| Grand Jean Capital Management Inc | 88,684 | $24.2M | 6.11% | +597+0.7% | Added |
| Private Wealth Partners, LLC | 87,979 | $24.0M | 2.23% | +114+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 87,741 | $23.9M | 0.15% | −3,609−4.0% | Reduced |
| Silvercrest Asset Management Group LLC | 87,220 | $23.8M | 0.16% | −6,056−6.5% | Reduced |
| Wealthfront Advisers LLC | 87,194 | $23.8M | 0.11% | +5,723+7.0% | Added |
| Allen Capital Group, LLC | 86,602 | $23.6M | 4.83% | +399+0.5% | Added |
| Johnson Investment Counsel Inc | 86,256 | $23.5M | 0.32% | −703−0.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 86,142 | $23.5M | 0.54% | −507−0.6% | Reduced |
| Storebrand Asset Management AS | 86,093 | $23.5M | 0.12% | +2,823+3.4% | Added |
| Doyle Wealth Management | 85,818 | $23.4M | 1.86% | −526−0.6% | Reduced |
| Carroll Financial Associates, Inc. | 85,803 | $23.4M | 1.31% | −914−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 85,658 | $23.4M | 1.30% | +1,683+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 85,627 | $23.4M | 0.96% | +1,512+1.8% | Added |
| MAI Capital Management | 84,945 | $23.2M | 0.45% | +4,602+5.7% | Added |
| Jones Financial Companies LLLP | 84,887 | $23.2M | 0.03% | −1,557−1.8% | Reduced |
| Beaumont Financial Partners, LLC | 84,823 | $23.2M | 1.79% | +88+0.1% | Added |
| Texas Yale Capital Corp. | 84,614 | $23.1M | 1.31% | −3,035−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 84,443 | $23.0M | 0.40% | +588+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 84,190 | $23.0M | 0.46% | −1,882−2.2% | Reduced |
| Braun Stacey Associates Inc | 84,152 | $23.0M | 0.92% | −1,805−2.1% | Reduced |
| Spinnaker Trust | 84,079 | $22.9M | 1.60% | +2,615+3.2% | Added |
| Stephens Inc | 83,516 | $22.8M | 0.35% | −3,790−4.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 82,805 | $22.6M | 1.43% | +2,361+2.9% | Added |
| Reik & Co., LLC | 82,754 | $22.6M | 5.85% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 82,611 | $22.5M | 2.81% | −1,965−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 82,415 | $22.5M | 0.04% | +3,096+3.9% | Added |
| YHB Investment Advisors, Inc. | 82,475 | $22.5M | 1.94% | −7,072−7.9% | Reduced |
| Pecaut & Co. | 81,538 | $22.3M | 13.28% | −6,025−6.9% | Reduced |
| Massmutual Trust Co FSB | 81,418 | $22.2M | 0.92% | +2,237+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 80,956 | $22.1M | 0.25% | +53,156+191.2% | Added |
| Amica Mutual Insurance Co | 80,581 | $22.0M | 2.30% | +7,551+10.3% | Added |
| Ieq Capital, LLC | 80,559 | $22.0M | 0.58% | +4,415+5.8% | Added |
| Daiwa Securities Group Inc. | 79,728 | $21.8M | 0.14% | +3,032+4.0% | Added |
| Becker Capital Management Inc | 79,274 | $21.6M | 0.91% | −850−1.1% | Reduced |
| Bard Financial Services, Inc. | 78,935 | $21.5M | 1.91% | +70+0.1% | Added |
| Sierra Capital LLC | 78,583 | $21.4M | 3.61% | +4,175+5.6% | Added |
| Rockland Trust Co | 78,476 | $21.4M | 1.49% | +12,599+19.1% | Added |
| PEAK6 Investments LLC | 78,263 | $21.4M | 0.43% | −1,550−1.9% | Reduced |
| Cerity Partners LLC | 77,735 | $21.2M | 0.47% | +5,012+6.9% | Added |
| Quadrature Capital Ltd | 77,642 | $21.2M | 0.77% | +25,594+49.2% | Added |
| Cobblestone Capital Advisors LLC | 77,327 | $21.1M | 1.44% | −165−0.2% | Reduced |
| Overbrook Management Corp | 77,290 | $21.1M | 4.58% | −1,110−1.4% | Reduced |
| Frontier Wealth Management LLC | 76,509 | $20.9M | 1.44% | −232−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 76,364 | $20.8M | 0.30% | −2,912−3.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 76,320 | $20.8M | 9.53% | +253+0.3% | Added |
| Exencial Wealth Advisors, LLC | 75,174 | $20.5M | 0.89% | +12,057+19.1% | Added |
| Front Street Capital Management, Inc. | 74,876 | $20.4M | 3.93% | −838−1.1% | Reduced |
| Torray LLC | 74,832 | $20.4M | 3.13% | −13,919−15.7% | Reduced |
| Security National Bank | 74,446 | $20.3M | 5.10% | −9,620−11.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 74,370 | $20.3M | 0.69% | −12,450−14.3% | Reduced |
| SP Asset Management | 69,503 | $20.0M | 2.09% | −38−0.1% | Reduced |
| Agf Investments Inc. | 73,004 | $19.9M | 0.15% | −32,678−30.9% | Reduced |
| Dowling & Yahnke LLC | 72,681 | $19.8M | 1.10% | +397+0.5% | Added |
| Homrich & Berg | 72,511 | $19.8M | 0.44% | −1,090−1.5% | Reduced |
| Rbo & Co LLC | 72,381 | $19.8M | 3.47% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 71,654 | $19.6M | 0.33% | +493+0.7% | Added |
| Alpha Cubed Investments, LLC | 71,400 | $19.5M | 1.47% | +2,561+3.7% | Added |
| Modera Wealth Management, LLC | 70,612 | $19.3M | 0.99% | +1,462+2.1% | Added |
| Independent Advisor Alliance | 70,471 | $19.2M | 1.07% | +3,479+5.2% | Added |
| American Financial Advisors, LLC | 70,030 | $19.1M | 2.55% | −2,799−3.8% | Reduced |
| Verition Fund Management LLC | 69,933 | $19.1M | 0.29% | +8,252+13.4% | Added |
| Hi-Line Capital Management, LLC | 69,818 | $19.1M | 6.80% | +4,414+6.7% | Added |
| Hoylecohen, LLC | 69,734 | $19.0M | 1.81% | +3,770+5.7% | Added |
| Live Oak Private Wealth LLC | 69,404 | $18.9M | 3.87% | +1,270+1.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 69,041 | $18.8M | 1.69% | +1,290+1.9% | Added |
| Cabot Wealth Management Inc | 68,950 | $18.8M | 2.53% | +1,243+1.8% | Added |
| Burney Co | 68,884 | $18.8M | 0.88% | +11,219+19.5% | Added |
| Kanawha Capital Management LLC | 68,855 | $18.8M | 1.74% | −2,717−3.8% | Reduced |
| Roberts Glore & Co Inc | 68,828 | $18.8M | 5.71% | −335−0.5% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 68,608 | $18.7M | 4.40% | +55,629+428.6% | Added |
| Cetera Investment Advisers | 68,603 | $18.7M | 0.30% | −25,865−27.4% | Reduced |
| Bessemer Group Inc | 68,534 | $18.7M | 0.04% | −48−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 68,260 | $18.6M | 0.10% | +68,260 | New |
| Boston Family Office LLC | 68,006 | $18.6M | 1.34% | −220.0% | Reduced |
| Boyd Watterson Asset Management LLC | 67,645 | $18.5M | 6.81% | +67,645 | New |
| EP Wealth Advisors, LLC | 67,490 | $18.4M | 0.51% | −245−0.4% | Reduced |
| Cresset Asset Management, LLC | 67,323 | $18.4M | 0.25% | +8,257+14.0% | Added |
| Pinnacle Associates Ltd | 67,013 | $18.3M | 0.34% | +320.0% | Added |
| Close Asset Management Ltd | 66,904 | $18.3M | 0.89% | +2,701+4.2% | Added |
| Albion Financial Group | 66,850 | $18.2M | 1.60% | −848−1.3% | Reduced |
| Aspiriant, LLC | 66,673 | $18.2M | 1.07% | −929−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 66,678 | $18.2M | 8.02% | +41,176+161.5% | Added |
| Mutual Advisors, LLC | 66,596 | $18.2M | 1.08% | +1,253+1.9% | Added |
| Rothschild Investment Corp | 66,568 | $18.2M | 1.53% | −2,893−4.2% | Reduced |
| Vontobel Holding Ltd. | 66,259 | $18.1M | 0.16% | −30,385−31.4% | Reduced |
| M&R Capital Management Inc | 66,255 | $18.1M | 4.10% | −332−0.5% | Reduced |
| Tennessee Valley Asset Management Partners | 66,019 | $18.0M | 6.84% | +3,049+4.8% | Added |
| Altium Wealth Management LLC | 65,595 | $17.9M | 1.28% | +809+1.2% | Added |
| Umb Bank N A | 65,454 | $17.9M | 0.40% | −275−0.4% | Reduced |
| Country Club Trust Company, n.a. | 64,189 | $17.8M | 1.53% | +1,569+2.5% | Added |
| Ashburton (Jersey) Ltd | 64,628 | $17.6M | 7.79% | −1,674−2.5% | Reduced |
| NN Investment Partners Holdings N.V. | 64,504 | $17.6M | 0.10% | −1,271−1.9% | Reduced |
| Poehling Capital Management, LLC | 64,465 | $17.6M | 5.94% | −164−0.3% | Reduced |
| Brinker Capital Investments, LLC | 63,295 | $17.6M | 0.28% | +162+0.3% | Added |
| Fenimore Asset Management Inc | 64,192 | $17.5M | 0.43% | −9,469−12.9% | Reduced |
| Advisors Capital Management, LLC | 63,676 | $17.4M | 0.53% | −3,828−5.7% | Reduced |
| Ami Investment Management Inc | 63,345 | $17.3M | 7.40% | −15,804−20.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 63,263 | $17.3M | 0.75% | +63,263 | New |
| Sittner & Nelson, LLC | 63,170 | $17.2M | 11.13% | −571−0.9% | Reduced |