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 |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 35,683 | $9.74M | 2.55% | +150+0.4% | Added |
| Manchester Capital Management LLC | 35,676 | $9.74M | 1.33% | −227−0.6% | Reduced |
| Arnhold LLC | 35,617 | $9.72M | 1.12% | −135−0.4% | Reduced |
| Unison Asset Management LLC | 35,528 | $9.70M | 8.63% | −90−0.3% | Reduced |
| Motco | 35,469 | $9.68M | 0.63% | +856+2.5% | Added |
| WealthBridge Capital Management, LLC | 35,456 | $9.68M | 3.61% | +909+2.6% | Added |
| Delta Investment Management, LLC | 35,344 | $9.65M | 3.03% | −5,099−12.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 35,235 | $9.62M | 0.47% | −1,281−3.5% | Reduced |
| FRG Family Wealth Advisors LLC | 35,168 | $9.60M | 1.89% | −1,010−2.8% | Reduced |
| Mission Wealth Management, LP | 35,065 | $9.57M | 0.50% | −728−2.0% | Reduced |
| TownSquare Capital, LLC | 34,806 | $9.50M | 0.27% | +3,789+12.2% | Added |
| Financial Partners Capital Management LLC | 34,758 | $9.49M | 1.73% | −2,830−7.5% | Reduced |
| First Hawaiian Bank | 34,597 | $9.44M | 0.39% | −58−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 34,471 | $9.41M | 0.33% | +1,694+5.2% | Added |
| Pallas Capital Advisors LLC | 32,531 | $9.39M | 1.03% | +6,166+23.4% | Added |
| Palladium Partners LLC | 34,348 | $9.38M | 0.43% | −47−0.1% | Reduced |
| Eagle Global Advisors LLC | 34,195 | $9.33M | 0.62% | −19−0.1% | Reduced |
| Inlet Private Wealth, LLC | 34,176 | $9.33M | 2.50% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 34,106 | $9.31M | 0.79% | −1,591−4.5% | Reduced |
| Horizon Investments, LLC | 33,891 | $9.25M | 0.29% | +33,891 | New |
| Evanson Asset Management, LLC | 33,470 | $9.24M | 0.95% | +3,100+10.2% | Added |
| Hollencrest Capital Management | 33,866 | $9.24M | 0.83% | +1,562+4.8% | Added |
| Charter Trust Co | 33,775 | $9.22M | 0.86% | −24−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 33,690 | $9.20M | 0.23% | −5,849−14.8% | Reduced |
| Farr Miller & Washington LLC | 33,617 | $9.18M | 0.60% | +818+2.5% | Added |
| Shelton Capital Management | 33,592 | $9.17M | 0.36% | −173−0.5% | Reduced |
| Regis Management CO LLC | 33,499 | $9.14M | 1.58% | +500+1.5% | Added |
| Red Cedar Capital, LLC | 33,358 | $9.14M | 5.61% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 33,440 | $9.13M | 0.68% | −2,955−8.1% | Reduced |
| Family Management Corp | 33,412 | $9.12M | 2.52% | −1,821−5.2% | Reduced |
| Cahill Financial Advisors Inc | 33,364 | $9.11M | 1.87% | +713+2.2% | Added |
| Pettyjohn, Wood & White, Inc | 33,322 | $9.10M | 2.02% | +85+0.3% | Added |
| Eos Management, L.P. | 33,250 | $9.07M | 5.65% | 00.0% | Unchanged |
| Howe & Rusling Inc | 33,001 | $9.01M | 1.13% | +952+3.0% | Added |
| Toroso Investments, LLC | 32,801 | $8.95M | 0.33% | +4,530+16.0% | Added |
| Hudson Value Partners, LLC | 32,781 | $8.95M | 4.92% | +228+0.7% | Added |
| First American Bank | 32,775 | $8.95M | 0.52% | −2,016−5.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 32,691 | $8.92M | 2.34% | +136+0.4% | Added |
| Wealthspire Advisors, LLC | 32,690 | $8.92M | 0.19% | +10,993+50.7% | Added |
| S&T Bank | 32,649 | $8.91M | 1.38% | +4,196+14.7% | Added |
| Federated Hermes, Inc. | 32,470 | $8.86M | 0.02% | −24,548−43.1% | Reduced |
| K.J. Harrison & Partners Inc | 32,132 | $8.82M | 1.28% | 00.0% | Unchanged |
| American Portfolios Advisors | 32,292 | $8.81M | 0.33% | +2,989+10.2% | Added |
| Venture Visionary Partners LLC | 32,148 | $8.77M | 0.62% | +16,292+102.7% | Added |
| Olstein Capital Management, L.P. | 32,000 | $8.73M | 1.07% | 00.0% | Unchanged |
| Congress Park Capital LLC | 31,991 | $8.73M | 4.47% | −1,697−5.0% | Reduced |
| Select Asset Management & Trust | 31,989 | $8.73M | 6.30% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 31,824 | $8.69M | 0.65% | +2,196+7.4% | Added |
| Financial Architects, Inc | 31,804 | $8.68M | 1.26% | −140−0.4% | Reduced |
| Essex Financial Services, Inc. | 31,793 | $8.68M | 0.99% | +4,300+15.6% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 31,780 | $8.67M | 0.65% | 00.0% | Unchanged |
| Round Table Services, LLC | 31,567 | $8.62M | 1.84% | +275+0.9% | Added |
| General American Investors Co Inc | 31,549 | $8.61M | 0.73% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 31,461 | $8.59M | 0.32% | −43−0.1% | Reduced |
| Fragasso Group Inc. | 31,458 | $8.59M | 1.14% | +1,184+3.9% | Added |
| Hutner Capital Management Inc | 31,417 | $8.57M | 5.61% | −353−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 31,357 | $8.56M | 0.41% | +1,459+4.9% | Added |
| Martin Investment Management, LLC | 31,322 | $8.55M | 2.16% | +144+0.5% | Added |
| Brighton Jones LLC | 31,272 | $8.54M | 0.44% | −500−1.6% | Reduced |
| Waterfront Wealth Inc. | 31,222 | $8.52M | 4.12% | −214−0.7% | Reduced |
| Palisade Capital Management LLC | 31,161 | $8.51M | 0.19% | +495+1.6% | Added |
| Siemens Fonds Invest GmbH | 31,129 | $8.50M | 0.57% | +1,083+3.6% | Added |
| Parallel Advisors, LLC | 31,073 | $8.48M | 0.34% | +3,017+10.8% | Added |
| Karpas Strategies, LLC | 29,424 | $8.47M | 2.80% | +781+2.7% | Added |
| Harbor Advisory Corp | 30,926 | $8.44M | 3.66% | +120+0.4% | Added |
| Cubic Asset Management, LLC | 30,857 | $8.42M | 2.08% | −100−0.3% | Reduced |
| Well Done, LLC | 30,821 | $8.41M | 1.87% | −395−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 30,641 | $8.36M | 1.91% | +55+0.2% | Added |
| BLB&B Advisors, LLC | 30,584 | $8.35M | 0.56% | +8,071+35.9% | Added |
| Rehmann Capital Advisory Group | 30,484 | $8.32M | 0.79% | +9,642+46.3% | Added |
| Smithfield Trust Co | 30,446 | $8.31M | 0.55% | −27−0.1% | Reduced |
| CAPROCK Group, Inc. | 30,354 | $8.29M | 0.74% | −2,755−8.3% | Reduced |
| Glenview Trust Co | 30,264 | $8.26M | 0.32% | +4,035+15.4% | Added |
| O'Brien Greene & Co. Inc | 30,222 | $8.25M | 3.01% | +519+1.7% | Added |
| Ally Financial Inc. | 30,000 | $8.19M | 0.80% | +10,000+50.0% | Added |
| Clear Perspective Advisors, LLC | 29,941 | $8.17M | 2.80% | −1,372−4.4% | Reduced |
| ProVise Management Group, LLC | 29,837 | $8.14M | 0.81% | +65+0.2% | Added |
| Ameritas Investment Company, LLC | 29,752 | $8.12M | 0.37% | +15,227+104.8% | Added |
| Reaves W H & Co Inc | 29,614 | $8.08M | 0.26% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 29,586 | $8.07M | 0.27% | −433−1.4% | Reduced |
| Richard Bernstein Advisors LLC | 29,561 | $8.07M | 0.16% | +1,868+6.7% | Added |
| Fundamentun, LLC | 29,550 | $8.06M | 1.40% | +4,903+19.9% | Added |
| Corient Capital Partners, LLC | 29,418 | $8.03M | 0.59% | +862+3.0% | Added |
| Destination Wealth Management | 29,408 | $8.03M | 0.31% | −120,063−80.3% | Reduced |
| Brown Advisory Securities, LLC | 29,388 | $8.02M | 2.37% | −2,918−9.0% | Reduced |
| JustInvest LLC | 29,372 | $8.02M | 0.72% | +4,216+16.8% | Added |
| Meridian Wealth Management, LLC | 29,232 | $7.98M | 0.98% | +10,018+52.1% | Added |
| Moors & Cabot, Inc. | 29,209 | $7.97M | 0.50% | +152+0.5% | Added |
| DF Dent & Co Inc | 29,158 | $7.96M | 0.08% | −1,097−3.6% | Reduced |
| CPWM, LLC | 29,112 | $7.95M | 0.73% | −641−2.2% | Reduced |
| Buckhead Capital Management LLC | 29,109 | $7.95M | 1.78% | −539−1.8% | Reduced |
| Proequities, Inc. | 28,848 | $7.87M | 0.48% | +141+0.5% | Added |
| McDonald Partners LLC | 28,768 | $7.85M | 1.84% | +544+1.9% | Added |
| Montag A & Associates Inc | 28,734 | $7.84M | 0.42% | −3,240−10.1% | Reduced |
| Bailard, Inc. | 28,728 | $7.84M | 0.27% | +1,156+4.2% | Added |
| Knightsbridge Asset Management, LLC | 28,717 | $7.84M | 2.76% | +1,084+3.9% | Added |
| West Coast Financial LLC | 28,715 | $7.84M | 1.26% | +216+0.8% | Added |
| NEXT Financial Group, Inc | 28,659 | $7.82M | 0.61% | +812+2.9% | Added |
| Telos Capital Management, Inc. | 28,622 | $7.81M | 1.07% | −562−1.9% | Reduced |
| Pictet & Cie (Europe) SA | 28,457 | $7.77M | 0.29% | −484−1.7% | Reduced |