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 |
|---|---|---|---|---|---|
| Osher Van de Voorde Investment Management | 63,096 | $17.2M | 4.41% | +1,585+2.6% | Added |
| Westchester Capital Management, Inc. | 62,176 | $17.0M | 4.73% | +985+1.6% | Added |
| Synovus Financial Corp | 62,160 | $17.0M | 0.18% | −2,167−3.4% | Reduced |
| Cypress Capital Management LLC | 60,965 | $16.9M | 2.24% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 62,017 | $16.9M | 0.78% | +6,357+11.4% | Added |
| Norinchukin Bank, The | 61,974 | $16.9M | 0.24% | +4,221+7.3% | Added |
| CWA Asset Management Group, LLC | 61,754 | $16.9M | 1.34% | +878+1.4% | Added |
| Fiduciary Group LLC | 57,812 | $16.8M | 1.91% | −473−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 61,489 | $16.8M | 0.84% | +15,720+34.3% | Added |
| Pacific Global Investment Management CO | 61,431 | $16.8M | 3.39% | −601−1.0% | Reduced |
| Nwam LLC | 61,409 | $16.8M | 1.52% | +2,956+5.1% | Added |
| Absher Wealth Management, LLC | 61,185 | $16.7M | 3.09% | −11,830−16.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 60,600 | $16.5M | 3.37% | −125−0.2% | Reduced |
| Community Trust & Investment Co | 60,495 | $16.5M | 1.38% | +1,538+2.6% | Added |
| Advisor Partners LLC | 60,455 | $16.5M | 1.11% | −2,910−4.6% | Reduced |
| Zuckerman Investment Group, LLC | 60,349 | $16.5M | 2.73% | −1,565−2.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 59,588 | $16.4M | 0.46% | +4,000+7.2% | Added |
| Gabalex Capital Management LLC | 60,000 | $16.4M | 7.57% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 59,944 | $16.4M | 0.21% | +409+0.7% | Added |
| Northeast Financial Consultants Inc | 59,893 | $16.3M | 1.09% | −8,509−12.4% | Reduced |
| Pioneer Trust Bank N A | 59,654 | $16.3M | 4.66% | +1,994+3.5% | Added |
| Hexavest Inc. | 59,585 | $16.3M | 0.99% | −10,606−15.1% | Reduced |
| Gamco Investors, Inc. Et Al | 59,470 | $16.2M | 0.14% | −3,061−4.9% | Reduced |
| Wedge Capital Management L L P | 59,170 | $16.1M | 0.21% | +393+0.7% | Added |
| Sequoia Financial Advisors, LLC | 58,864 | $16.1M | 1.63% | −44,269−42.9% | Reduced |
| Oxbow Advisors, LLC | 58,693 | $16.0M | 1.63% | +56,444+2,509.7% | Added |
| Venator Management LLC | 58,659 | $16.0M | 4.30% | −1,690−2.8% | Reduced |
| Elkhorn Partners Limited Partnership | 58,540 | $16.0M | 9.66% | −160−0.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 58,403 | $15.9M | 5.18% | −2,580−4.2% | Reduced |
| Granite Investment Advisors, LLC | 58,091 | $15.9M | 2.57% | −1,091−1.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 58,053 | $15.8M | 0.37% | −2,732−4.5% | Reduced |
| Vestcor Inc | 57,726 | $15.8M | 0.57% | −4,050−6.6% | Reduced |
| Madison Wealth Management | 57,495 | $15.7M | 3.43% | +713+1.3% | Added |
| Greenwood Gearhart Inc | 57,402 | $15.7M | 2.43% | +2,233+4.0% | Added |
| Novare Capital Management LLC | 56,906 | $15.5M | 1.72% | −121−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 56,772 | $15.5M | 1.20% | −379−0.7% | Reduced |
| D'Orazio & Associates, Inc. | 56,673 | $15.5M | 3.77% | −649−1.1% | Reduced |
| Motley Fool Asset Management LLC | 56,058 | $15.3M | 0.99% | −741−1.3% | Reduced |
| Carret Asset Management, LLC | 55,936 | $15.3M | 1.82% | −994−1.7% | Reduced |
| Cigna Investments Inc | 55,894 | $15.3M | 1.14% | −2,130−3.7% | Reduced |
| Baker Ellis Asset Management LLC | 54,630 | $15.2M | 2.93% | −786−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 55,462 | $15.1M | 0.49% | −710−1.3% | Reduced |
| Sargent Bickham Lagudis LLC | 55,296 | $15.1M | 1.23% | −551−1.0% | Reduced |
| Altavista Wealth Management, Inc. | 55,188 | $15.1M | 3.35% | −2,119−3.7% | Reduced |
| Gabelli Funds LLC | 55,000 | $15.0M | 0.10% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 54,918 | $15.0M | 1.69% | −599−1.1% | Reduced |
| IFP Advisors, Inc | 54,770 | $15.0M | 0.30% | +5,762+11.8% | Added |
| Solitude Financial Services | 54,455 | $14.9M | 10.24% | +1,986+3.8% | Added |
| Ridgewood Investments LLC | 54,410 | $14.9M | 10.07% | −929−1.7% | Reduced |
| Mirador Capital Partners LP | 54,350 | $14.8M | 3.37% | +1,174+2.2% | Added |
| Fisher Asset Management, LLC | 54,285 | $14.8M | 0.01% | −3,925−6.7% | Reduced |
| Capco Asset Management, LLC | 54,247 | $14.8M | 4.34% | +1,292+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 54,218 | $14.8M | 0.56% | −7,359−12.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 51,634 | $14.7M | 8.82% | +1,112+2.2% | Added |
| Hendley & Co Inc | 53,483 | $14.6M | 5.10% | −189−0.4% | Reduced |
| Satovsky Asset Management LLC | 53,426 | $14.6M | 10.88% | +1,437+2.8% | Added |
| Advisory Services Network, LLC | 53,361 | $14.6M | 0.46% | +3,380+6.8% | Added |
| Weik Capital Management | 53,330 | $14.6M | 6.01% | −2,170−3.9% | Reduced |
| WP Advisors, LLC | 52,878 | $14.4M | 5.92% | +145+0.3% | Added |
| Prio Wealth Limited Partnership | 52,681 | $14.4M | 0.48% | −637−1.2% | Reduced |
| WoodTrust Financial Corp | 52,648 | $14.4M | 3.38% | +2,656+5.3% | Added |
| Pekin Hardy Strauss, Inc. | 52,470 | $14.3M | 2.05% | +135+0.3% | Added |
| IBM Retirement Fund | 52,415 | $14.3M | 1.12% | −444−0.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 52,411 | $14.3M | 3.56% | +43+0.1% | Added |
| Nations Financial Group Inc, | 52,336 | $14.3M | 2.17% | +336+0.6% | Added |
| Choate Investment Advisors | 51,950 | $14.2M | 0.90% | +158+0.3% | Added |
| GWM Advisors LLC | 51,716 | $14.1M | 0.35% | +2,112+4.3% | Added |
| Henshaw Capital LLC | 51,650 | $14.1M | 0.88% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 51,536 | $14.1M | 0.95% | −4,357−7.8% | Reduced |
| CORDA Investment Management, LLC. | 51,477 | $14.1M | 1.22% | −835−1.6% | Reduced |
| Callahan Advisors, LLC | 51,458 | $14.0M | 1.77% | +402+0.8% | Added |
| Allen Investment Management LLC | 51,140 | $14.0M | 0.19% | +1,100+2.2% | Added |
| Atria Investments LLC | 51,116 | $14.0M | 0.25% | −610−1.2% | Reduced |
| Worldquant Millennium Advisors LLC | 51,085 | $13.9M | 0.31% | +2,530+5.2% | Added |
| National Asset Management, Inc. | 50,940 | $13.9M | 0.44% | +597+1.2% | Added |
| Signaturefd, LLC | 50,742 | $13.8M | 0.48% | +1,029+2.1% | Added |
| TLW Wealth Management, LLC | 50,635 | $13.8M | 7.55% | +307+0.6% | Added |
| First Citizens Bank & Trust Co | 50,595 | $13.8M | 0.66% | −1,108−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 50,470 | $13.8M | 0.35% | −3,395−6.3% | Reduced |
| Sculati Wealth Management, LLC | 50,348 | $13.7M | 7.28% | −280−0.6% | Reduced |
| Wetherby Asset Management Inc | 50,137 | $13.7M | 0.85% | −731−1.4% | Reduced |
| Fairholme Capital Management LLC | 49,960 | $13.6M | 1.10% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 49,845 | $13.6M | 2.19% | +265+0.5% | Added |
| Sandy Spring Bank | 49,784 | $13.6M | 0.72% | +839+1.7% | Added |
| BBVA USA | 49,736 | $13.6M | 0.80% | −5,965−10.7% | Reduced |
| Virtu Financial LLC | 49,725 | $13.6M | 1.20% | −36,846−42.6% | Reduced |
| Beacon Financial Group | 48,901 | $13.6M | 1.87% | −1,256−2.5% | Reduced |
| Connectus Wealth, LLC | 49,576 | $13.5M | 1.51% | −52,073−51.2% | Reduced |
| Trust Co of Kansas | 49,447 | $13.5M | 7.71% | +188+0.4% | Added |
| Lido Advisors, LLC | 49,400 | $13.5M | 0.30% | −15,780−24.2% | Reduced |
| Chicago Capital, LLC | 49,321 | $13.5M | 0.51% | +50+0.1% | Added |
| Autus Asset Management, LLC | 49,282 | $13.5M | 1.47% | −360−0.7% | Reduced |
| Barrett Asset Management, LLC | 49,265 | $13.4M | 0.62% | +152+0.3% | Added |
| Harbor Investment Advisory, LLC | 48,950 | $13.4M | 1.81% | +62+0.1% | Added |
| Lawson Kroeker Investment Management Inc | 48,603 | $13.3M | 4.40% | −328−0.7% | Reduced |
| Minot Wealth Management LLC | 48,572 | $13.3M | 2.86% | +847+1.8% | Added |
| D L Carlson Investment Group Inc | 48,534 | $13.2M | 2.31% | +402+0.8% | Added |
| Anchor Capital Advisors LLC | 48,532 | $13.2M | 0.28% | −977−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 48,362 | $13.2M | 1.39% | −969−2.0% | Reduced |
| QVT Financial LP | 47,946 | $13.1M | 1.03% | 00.0% | Unchanged |