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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 47,832 | $13.1M | 0.08% | −172−0.4% | Reduced |
| Banyan Capital Management, Inc. | 47,682 | $13.0M | 8.28% | +129+0.3% | Added |
| Motley Fool Wealth Management, LLC | 47,583 | $13.0M | 0.56% | −476−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 47,431 | $12.9M | 0.23% | −97,036−67.2% | Reduced |
| Evergreen Capital Management LLC | 47,359 | $12.9M | 0.58% | +23,832+101.3% | Added |
| Westpac Banking Corp | 46,829 | $12.8M | 0.14% | −124,198−72.6% | Reduced |
| Lincoln National Corp | 46,681 | $12.7M | 0.28% | −20.0% | Reduced |
| Waldron Private Wealth LLC | 46,507 | $12.7M | 0.74% | +2,122+4.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,459 | $12.7M | 0.50% | +868+1.9% | Added |
| Murphy Capital Management Inc | 46,213 | $12.6M | 1.47% | −902−1.9% | Reduced |
| Timber Creek Capital Management LLC | 45,982 | $12.6M | 3.98% | −137−0.3% | Reduced |
| Wills Financial Group, Inc. | 45,619 | $12.5M | 5.59% | −1,218−2.6% | Reduced |
| Court Place Advisors, LLC | 45,600 | $12.4M | 3.68% | +125+0.3% | Added |
| Sterling Investment Management, Inc. | 45,521 | $12.4M | 7.92% | −200.0% | Reduced |
| Sprott Inc. | 45,292 | $12.4M | 0.91% | −2,500−5.2% | Reduced |
| Howard Hughes Medical Institute | 45,000 | $12.3M | 4.14% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 44,930 | $12.3M | 1.37% | −153−0.3% | Reduced |
| Synergy Financial Management, LLC | 44,812 | $12.2M | 2.84% | +43,934+5,003.9% | Added |
| Allworth Financial LP | 44,712 | $12.2M | 0.20% | +2,264+5.3% | Added |
| Allstate Corp | 44,640 | $12.2M | 0.50% | −2,893−6.1% | Reduced |
| GHP Investment Advisors, Inc. | 44,636 | $12.2M | 0.97% | +2,038+4.8% | Added |
| Geneos Wealth Management Inc. | 44,153 | $12.2M | 0.47% | +562+1.3% | Added |
| Edge Wealth Management LLC | 44,256 | $12.1M | 2.36% | +2,424+5.8% | Added |
| Peak Asset Management, LLC | 44,116 | $12.0M | 2.97% | −396−0.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 43,996 | $12.0M | 0.69% | +115+0.3% | Added |
| World Asset Management Inc | 43,741 | $11.9M | 1.19% | −3,059−6.5% | Reduced |
| Wade G W & Inc | 43,708 | $11.9M | 0.57% | +529+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 43,685 | $11.9M | 1.07% | +401+0.9% | Added |
| Burns J W & Co Inc | 43,550 | $11.9M | 1.86% | +871+2.0% | Added |
| Ledyard National Bank | 43,192 | $11.8M | 1.22% | −728−1.7% | Reduced |
| Argent Trust Co | 42,810 | $11.7M | 0.75% | +2,011+4.9% | Added |
| Exchange Capital Management, Inc. | 42,552 | $11.6M | 2.25% | −769−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 42,551 | $11.6M | 1.38% | +706+1.7% | Added |
| Buckley Wealth Management, LLC | 42,429 | $11.6M | 3.75% | −215−0.5% | Reduced |
| Spire Wealth Management | 42,397 | $11.6M | 0.31% | −36−0.1% | Reduced |
| Sepio Capital, LP | 42,311 | $11.5M | 0.97% | +9,143+27.6% | Added |
| FineMark National Bank & Trust | 42,206 | $11.5M | 0.49% | +110.0% | Added |
| Alexandria Capital, LLC | 42,090 | $11.5M | 1.06% | −464−1.1% | Reduced |
| N.E.W. Advisory Services LLC | 41,535 | $11.3M | 1.85% | −1,583−3.7% | Reduced |
| Cumberland Advisors Inc | 41,460 | $11.3M | 2.62% | +3,325+8.7% | Added |
| Ameritas Investment Partners, Inc. | 41,387 | $11.3M | 0.41% | −1,133−2.7% | Reduced |
| Newman & Schimel, LLC | 41,316 | $11.3M | 7.05% | −40.0% | Reduced |
| Arlington Partners LLC | 41,094 | $11.2M | 3.23% | +2,492+6.5% | Added |
| Green Square Capital Advisors LLC | 40,976 | $11.2M | 2.54% | +3,261+8.6% | Added |
| Velanne Asset Management Ltd | 40,826 | $11.1M | 5.77% | −7,043−14.7% | Reduced |
| KLCM Advisors, Inc. | 40,503 | $11.1M | 2.37% | −150−0.4% | Reduced |
| Financial Avengers, Inc. | 40,465 | $11.0M | 7.39% | −234−0.6% | Reduced |
| Massachusetts Financial Services Co | 40,256 | $11.0M | 0.00% | −2,628−6.1% | Reduced |
| Stockman Wealth Management, Inc. | 40,062 | $10.9M | 2.43% | +797+2.0% | Added |
| ExodusPoint Capital Management, LP | 40,028 | $10.9M | 0.16% | +21,146+112.0% | Added |
| Weybosset Research & Management LLC | 40,009 | $10.9M | 4.44% | −180.0% | Reduced |
| Bizma Investimentos Ltda | 40,000 | $10.9M | 6.73% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 39,890 | $10.9M | 0.54% | +25,397+175.2% | Added |
| Dock Street Asset Management Inc | 39,481 | $10.8M | 2.01% | −987−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 39,292 | $10.7M | 0.43% | +2,529+6.9% | Added |
| Hayek Kallen Investment Management | 39,275 | $10.7M | 4.89% | −530−1.3% | Reduced |
| Banque Cantonale Vaudoise | 39,244 | $10.7M | 0.46% | −2,798−6.7% | Reduced |
| Capital Investment Advisors, LLC | 39,243 | $10.7M | 0.36% | +666+1.7% | Added |
| American National Bank | 39,205 | $10.7M | 2.37% | −70.0% | Reduced |
| Summit Financial Strategies, Inc. | 39,048 | $10.7M | 2.21% | −485−1.2% | Reduced |
| Diversified Trust Co | 38,852 | $10.6M | 0.38% | −407−1.0% | Reduced |
| American Trust Investment Advisors, LLC | 38,791 | $10.6M | 5.96% | +73+0.2% | Added |
| Middleton & Co Inc | 38,778 | $10.6M | 1.13% | −1,578−3.9% | Reduced |
| Studio Investment Management LLC | 38,714 | $10.6M | 4.54% | +38,714 | New |
| Old Dominion Capital Management Inc | 38,625 | $10.5M | 2.26% | −151−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 38,527 | $10.5M | 0.42% | +4,754+14.1% | Added |
| First National Trust Co | 38,429 | $10.5M | 0.63% | +616+1.6% | Added |
| TT International Asset Management LTD | 38,410 | $10.5M | 0.58% | −14,214−27.0% | Reduced |
| Cornerstone Advisory, LLC | 38,411 | $10.5M | 1.74% | −502−1.3% | Reduced |
| HighPoint Advisor Group LLC | 38,349 | $10.5M | 1.03% | +2,554+7.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 38,183 | $10.4M | 1.67% | +440+1.2% | Added |
| Brandes Investment Partners, LP | 38,146 | $10.4M | 0.23% | +4,549+13.5% | Added |
| Kiley Juergens Wealth Management, LLC | 38,137 | $10.4M | 4.56% | +2,824+8.0% | Added |
| Progeny 3, Inc. | 37,930 | $10.4M | 2.58% | −2,127−5.3% | Reduced |
| Kelman-Lazarov, Inc. | 37,919 | $10.3M | 3.63% | −640−1.7% | Reduced |
| Tdam USA Inc. | 37,774 | $10.3M | 0.68% | +19,026+101.5% | Added |
| Stolper Co | 37,771 | $10.3M | 4.93% | −234−0.6% | Reduced |
| Covey Capital Advisors, LLC | 37,441 | $10.2M | 8.17% | – | – |
| Pineno Levin & Ford Asset Management, Inc. | 37,306 | $10.2M | 3.29% | −85−0.2% | Reduced |
| Ci Investments Inc. | 37,268 | $10.2M | 0.04% | −1,197−3.1% | Reduced |
| Frisch Financial Group, Inc. | 37,219 | $10.2M | 3.39% | −164−0.4% | Reduced |
| Gotham Asset Management, LLC | 37,055 | $10.1M | 0.41% | +3,089+9.1% | Added |
| Bridgeway Capital Management, LLC | 37,000 | $10.1M | 0.19% | −200−0.5% | Reduced |
| Muhlenkamp & Co Inc | 36,975 | $10.1M | 3.87% | −58−0.2% | Reduced |
| Sigma Planning Corp | 36,972 | $10.1M | 0.31% | −7,514−16.9% | Reduced |
| Twin Capital Management Inc | 36,970 | $10.1M | 1.03% | −3,528−8.7% | Reduced |
| Gradient Investments LLC | 36,950 | $10.1M | 0.28% | +4,548+14.0% | Added |
| Moody Lynn & Lieberson, LLC | 36,759 | $10.0M | 0.75% | −12,797−25.8% | Reduced |
| Keeler Thomas Management LLC | 36,705 | $10.0M | 4.77% | +316+0.9% | Added |
| Bryn Mawr Trust Co | 36,510 | $9.96M | 0.38% | +929+2.6% | Added |
| Boit C F David | 35,978 | $9.92M | 6.81% | +500+1.4% | Added |
| Patton Fund Management, Inc. | 36,332 | $9.92M | 3.76% | −182−0.5% | Reduced |
| RB Capital Management, LLC | 36,279 | $9.90M | 3.72% | +319+0.9% | Added |
| River & Mercantile Asset Management LLP | 36,250 | $9.89M | 0.77% | −14,892−29.1% | Reduced |
| Greenline Partners, LLC | 36,177 | $9.87M | 2.06% | −16,440−31.2% | Reduced |
| Summit Asset Management, LLC | 35,974 | $9.82M | 3.08% | −60.0% | Reduced |
| Columbia Asset Management | 35,937 | $9.81M | 2.16% | +561+1.6% | Added |
| Wedbush Securities Inc | 35,855 | $9.79M | 0.46% | +74+0.2% | Added |
| Boenning & Scattergood, Inc. | 35,832 | $9.78M | 1.72% | +40.0% | Added |
| Private Asset Management Inc | 35,724 | $9.75M | 1.33% | −207−0.6% | Reduced |