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, Q4 2021
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 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
- 3,402
- +433 vs. Q3 2021
- Shares held
- 853.7M
- −1.63M (−0.2%) vs. Q3 2021
- Total value
- $253.0B
- +$19.6B (+8.4%) vs. Q3 2021
- New holders
- 505
- 1,207 more added
- Sold out
- 72
- 1,190 more reduced
49 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxler Private Wealth LLC | 2,545 | $760.0K | 0.31% | −100−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,541 | $760.0K | 0.45% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,541 | $760.0K | 0.52% | +2,541 | New |
| Principal Street Partners, LLC | 2,546 | $761.0K | 0.18% | +393+18.3% | Added |
| All Terrain Financial Advisors, LLC | 2,552 | $763.0K | 0.32% | −1,400−35.4% | Reduced |
| KFA Private Wealth Group, LLC | 2,551 | $763.0K | 0.38% | −88−3.3% | Reduced |
| Vista Private Wealth Partners. LLC | 2,546 | $764.0K | 0.29% | +51+2.0% | Added |
| Bill Few Associates, Inc. | 2,555 | $764.0K | 0.40% | +2,555 | New |
| Ategra Capital Management, LLC | 2,561 | $765.7K | 0.35% | −87−3.3% | Reduced |
| Legend Financial Advisors, Inc. | 2,566 | $767.0K | 0.54% | −24−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,564 | $767.0K | 0.26% | +2,564 | New |
| New Jersey Better Educational Savings Trust | 2,571 | $769.0K | 1.71% | −570−18.1% | Reduced |
| Eagle Bay Advisors LLC | 2,578 | $770.0K | 0.50% | −1,752−40.5% | Reduced |
| Surevest, LLC | 2,580 | $771.0K | 0.18% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,579 | $771.0K | 0.22% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,579 | $771.0K | 0.22% | +2,579 | New |
| Inspire Advisors, LLC | 2,582 | $772.0K | 0.22% | −37−1.4% | Reduced |
| First National Bank & Trust Co of Newtown | 2,585 | $773.0K | 0.15% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,584 | $773.0K | 0.12% | +1,075+71.2% | Added |
| Moody National Bank Trust Division | 2,589 | $774.0K | 0.02% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,588 | $774.0K | 0.35% | +218+9.2% | Added |
| Tacita Capital Inc | 2,592 | $775.0K | 0.44% | −160−5.8% | Reduced |
| Rockbridge Investment Management, LCC | 2,593 | $775.0K | 0.11% | +18+0.7% | Added |
| Catalyst Private Wealth, LLC | 2,606 | $779.0K | 0.34% | +6+0.2% | Added |
| Arcus Capital Partners, LLC | 2,612 | $781.0K | 0.26% | +568+27.8% | Added |
| Copperwynd Financial, LLC | 2,617 | $782.0K | 0.30% | 00.0% | Unchanged |
| Burton Enright Welch | 2,622 | $784.0K | 0.52% | +2,622 | New |
| Clean Yield Group | 2,621 | $784.0K | 0.26% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 2,629 | $786.0K | 0.26% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,628 | $786.0K | 0.31% | +5+0.2% | Added |
| Silverlake Wealth Management LLC | 2,632 | $787.0K | 0.42% | +2,632 | New |
| Oakwell Private Wealth Management, LLC | 2,632 | $787.0K | 0.39% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,637 | $788.5K | 0.37% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,642 | $790.0K | 0.19% | −109−4.0% | Reduced |
| Castle Rock Wealth Management, LLC | 2,592 | $791.0K | 0.32% | −50−1.9% | Reduced |
| Marquette Asset Management, LLC | 2,644 | $791.0K | 0.17% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,646 | $791.0K | 0.22% | 00.0% | Unchanged |
| Avion Wealth | 2,645 | $791.0K | 0.22% | 00.0% | Unchanged |
| Westwood Management Corp | 2,650 | $792.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,656 | $794.0K | 0.08% | −85−3.1% | Reduced |
| Everhart Financial Group, Inc. | 2,658 | $794.0K | 0.48% | +200+8.1% | Added |
| Beacon Financial Advisory LLC | 2,655 | $794.0K | 0.37% | +882+49.7% | Added |
| Ackerman Capital Advisors, LLC | 2,685 | $803.0K | 0.18% | −81−2.9% | Reduced |
| Rise Advisors, LLC | 2,692 | $804.9K | 0.77% | +2,692 | New |
| Family Firm, Inc. | 32,613 | $805.0K | 0.21% | −541−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,692 | $805.0K | 0.70% | +2,692 | New |
| SeaCrest Wealth Management, LLC | 2,704 | $808.0K | 0.09% | −248−8.4% | Reduced |
| Matrix Asset Advisors Inc | 2,704 | $808.0K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,703 | $808.0K | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,527 | $808.0K | 0.64% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,703 | $808.0K | 0.72% | +2,703 | New |
| Key Financial Inc | 2,707 | $809.0K | 0.41% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,710 | $810.0K | 0.28% | +264+10.8% | Added |
| Ycg, LLC | 27,197 | $812.0K | 0.07% | +97+0.4% | Added |
| Aprio Wealth Management, LLC | 2,723 | $814.0K | 0.34% | −4−0.1% | Reduced |
| F/M Investments LLC | 2,729 | $816.0K | 0.60% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,740 | $819.0K | 0.06% | −248−8.3% | Reduced |
| Bienville Capital Management, LLC | 2,739 | $819.0K | 0.59% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,738 | $819.0K | 0.34% | +2,738 | New |
| DHJJ Financial Advisors, Ltd. | 2,743 | $820.0K | 0.38% | +296+12.1% | Added |
| Long Run Wealth Advisors, LLC | 2,737 | $820.0K | 0.29% | +2,737 | New |
| PBMares Wealth Management LLC | 2,746 | $821.0K | 0.35% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 2,745 | $821.0K | 0.89% | +2,745 | New |
| Samalin Investment Counsel, LLC | 2,749 | $822.0K | 0.49% | −6−0.2% | Reduced |
| Pasadena Private Wealth, LLC | 2,755 | $824.0K | 0.27% | +315+12.9% | Added |
| Allied Investment Advisors, LLC | 2,770 | $828.0K | 0.28% | +18+0.7% | Added |
| Capital Square, LLC | 2,673 | $828.0K | 0.57% | +35+1.3% | Added |
| Beaton Management Co. Inc. | 2,772 | $829.0K | 0.49% | −58−2.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,778 | $831.0K | 0.31% | +383+16.0% | Added |
| Old North State Trust, LLC | 2,778 | $831.0K | 0.60% | +1,958+238.8% | Added |
| SC&H Financial Advisors, Inc. | 2,781 | $832.0K | 0.46% | +2,781 | New |
| J. L. Bainbridge & Co., Inc. | 2,786 | $833.0K | 0.10% | −13−0.5% | Reduced |
| Northwest Capital Management Inc | 2,655 | $836.0K | 0.40% | +470+21.5% | Added |
| Smith Anglin Financial, LLC | 2,802 | $838.0K | 0.14% | +66+2.4% | Added |
| Marshall Financial Group LLC | 2,808 | $840.0K | 0.31% | −18−0.6% | Reduced |
| Round Hill Asset Management | 2,815 | $842.0K | 0.42% | −25−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 2,820 | $843.0K | 0.15% | 00.0% | Unchanged |
| Odey Holdings Ltd | 2,824 | $844.0K | 4.69% | 00.0% | Unchanged |
| Triumph Capital Management | 2,831 | $846.0K | 0.37% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,835 | $848.0K | 0.20% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,842 | $850.0K | 0.39% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,850 | $852.0K | 0.33% | −200−6.6% | Reduced |
| Tarbox Family Office, Inc. | 2,851 | $852.0K | 0.15% | −3−0.1% | Reduced |
| Balyasny Asset Management LLC | 2,856 | $854.0K | 0.00% | −273−8.7% | Reduced |
| One Day In July LLC | 2,860 | $855.0K | 0.18% | +2,860 | New |
| JBJ Investment Partners, LLC | 2,867 | $857.0K | 0.18% | +125+4.6% | Added |
| Patron Partners Advisors, LLC | 2,867 | $857.0K | 0.56% | +150+5.5% | Added |
| Courage Miller Partners, LLC | 2,871 | $858.0K | 0.32% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,872 | $859.0K | 0.25% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,872 | $859.0K | 0.54% | +2,872 | New |
| Hubbell Strickland Wealth Management, LLC | 2,876 | $860.0K | 0.48% | −250−8.0% | Reduced |
| First Dallas Securities Inc. | 2,875 | $860.0K | 0.56% | −150−5.0% | Reduced |
| Elm Advisors, LLC | 2,875 | $860.0K | 0.48% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,877 | $860.0K | 0.67% | +2,877 | New |
| LifeSteps Financial, Inc. | 2,879 | $861.0K | 0.61% | −64−2.2% | Reduced |
| South Street Advisors LLC | 2,880 | $861.0K | 0.15% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,735 | $861.0K | 0.38% | +12+0.4% | Added |
| CWS Financial Advisors, LLC | 2,886 | $863.0K | 0.30% | +2,886 | New |
| Cubist Systematic Strategies, LLC | 2,908 | $869.0K | 0.01% | −2,845−49.5% | Reduced |
| BCK Partners, Inc. | 2,909 | $870.0K | 0.52% | 00.0% | Unchanged |