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 |
|---|---|---|---|---|---|
| Bordeaux Wealth Advisors LLC | 2,914 | $871.0K | 0.40% | +758+35.2% | Added |
| Yarger Wealth Strategies, LLC | 2,916 | $872.0K | 0.94% | +2,916 | New |
| Aevitas Wealth Management, Inc. | 2,927 | $875.0K | 0.52% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,925 | $875.0K | 0.32% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,930 | $876.0K | 0.39% | +292+11.1% | Added |
| SBK Financial, Inc. | 2,930 | $876.0K | 0.70% | +2,930 | New |
| Empowered Funds, LLC | 2,946 | $881.0K | 0.10% | +1,446+96.4% | Added |
| Burleson & Company, LLC | 2,945 | $881.0K | 0.13% | +1,835+165.3% | Added |
| Advisory Alpha, LLC | 2,954 | $883.0K | 0.05% | +712+31.8% | Added |
| Keeley-Teton Advisors, LLC | 2,958 | $884.0K | 0.09% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,968 | $887.0K | 0.07% | −266−8.2% | Reduced |
| Simon Quick Advisors, LLC | 2,968 | $887.0K | 0.24% | +1,159+64.1% | Added |
| Clarus Group, Inc. | 3,216 | $890.0K | 0.60% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,976 | $890.0K | 0.37% | −197−6.2% | Reduced |
| Estabrook Capital Management | 2,978 | $890.4K | 0.13% | +200+7.2% | Added |
| Proffitt & Goodson Inc | 2,982 | $891.0K | 0.16% | −135−4.3% | Reduced |
| Permit Capital, LLC | 2,980 | $891.0K | 0.24% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,826 | $894.0K | 0.46% | −35−1.2% | Reduced |
| Boothbay Fund Management, LLC | 2,996 | $896.0K | 0.03% | −549−15.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,000 | $897.0K | 0.44% | −156−4.9% | Reduced |
| Gould Asset Management LLC | 3,005 | $898.0K | 0.25% | −25−0.8% | Reduced |
| First National Bank | 3,005 | $898.0K | 0.78% | +50+1.7% | Added |
| Portfolio Solutions, LLC | 3,007 | $899.0K | 0.11% | −217−6.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,007 | $899.0K | 0.57% | −10−0.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,011 | $900.0K | 0.27% | +168+5.9% | Added |
| Silicon Hills Wealth Management, LLC | 3,028 | $905.0K | 0.56% | −59−1.9% | Reduced |
| Great Diamond Partners, LLC | 3,030 | $905.0K | 0.23% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,029 | $906.0K | 0.09% | +3,029 | New |
| Essex LLC | 3,035 | $907.0K | 0.24% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,994 | $909.0K | 0.38% | +449+17.6% | Added |
| Independent Family Office, LLC | 3,055 | $913.0K | 0.34% | +127+4.3% | Added |
| Sterling Financial Planning, Inc. | 3,057 | $914.0K | 0.57% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,063 | $916.0K | 0.38% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 3,067 | $917.0K | 0.05% | +50+1.7% | Added |
| Institutional & Family Asset Management, LLC | 3,071 | $918.0K | 0.14% | −104−3.3% | Reduced |
| Alerus Financial NA | 3,069 | $918.0K | 0.07% | −37−1.2% | Reduced |
| New England Guild Wealth Advisors, Inc. | 3,070 | $918.0K | 0.46% | +1,834+148.4% | Added |
| Commerzbank Aktiengesellschaft | 3,075 | $919.0K | 0.05% | −50−1.6% | Reduced |
| Guerra Pan Advisors, LLC | 3,075 | $919.0K | 0.91% | +3,075 | New |
| Indiana Trust & Investment Management CO | 3,078 | $920.0K | 0.42% | −150−4.6% | Reduced |
| Garrison Point Advisors, LLC | 3,090 | $924.0K | 0.61% | 00.0% | Unchanged |
| Noked Capital LTD | 3,095 | $925.0K | 0.23% | +3,095 | New |
| Noked Israel Ltd | 3,095 | $925.0K | 0.23% | +3,095 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,025 | $929.0K | 0.39% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,118 | $932.0K | 0.49% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,127 | $935.0K | 0.07% | +3,127 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,124 | $936.0K | 0.02% | −1,104−26.1% | Reduced |
| Chelsea Counsel Co | 3,130 | $936.0K | 0.41% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,130 | $936.0K | 0.18% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3,130 | $936.0K | 0.11% | +296+10.4% | Added |
| tru Independence LLC | 3,138 | $938.0K | 0.26% | 00.0% | Unchanged |
| First Bank & Trust | 3,061 | $940.0K | 0.40% | +32+1.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 3,153 | $943.0K | 0.04% | +989+45.7% | Added |
| PAX Financial Group, LLC | 3,158 | $944.0K | 0.21% | −40−1.3% | Reduced |
| Summit Financial Group Inc | 3,164 | $946.0K | 0.31% | 00.0% | Unchanged |
| Biechele Royce Advisors | 3,170 | $948.0K | 0.38% | −81−2.5% | Reduced |
| Integrity Financial Corp | 3,176 | $950.0K | 0.71% | +3,176 | New |
| Webster Bank, N. A. | 3,180 | $951.0K | 0.10% | +128+4.2% | Added |
| Fort Pitt Capital Group, LLC | 3,185 | $952.0K | 0.03% | −423−11.7% | Reduced |
| Independent Wealth Network Inc. | 3,183 | $952.0K | 0.59% | +222+7.5% | Added |
| 9258 Wealth Management, LLC | 3,183 | $952.0K | 0.22% | +165+5.5% | Added |
| Fernwood Investment Management, LLC | 3,190 | $954.0K | 0.31% | −20−0.6% | Reduced |
| Paragon Capital Management LLC | 3,189 | $954.0K | 0.48% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,085 | $954.0K | 0.75% | +3,085 | New |
| Sovereign Financial Group, Inc. | 3,194 | $955.0K | 0.39% | +835+35.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 3,196 | $955.6K | 0.88% | +3,196 | New |
| Barnes Pettey Financial Advisors, LLC | 3,206 | $959.0K | 1.10% | +3,206 | New |
| Liberty Capital Management, Inc. | 3,213 | $961.0K | 0.26% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,220 | $963.0K | 0.14% | +76+2.4% | Added |
| Farmers National Bank | 3,224 | $964.0K | 0.32% | −201−5.9% | Reduced |
| Claro Advisors LLC | 3,227 | $965.0K | 0.35% | +283+9.6% | Added |
| Family CFO Inc | 3,227 | $965.0K | 0.93% | +3,227 | New |
| IFG Advisors, LLC | 3,235 | $967.0K | 0.41% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,237 | $967.0K | 0.39% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,219 | $968.0K | 0.27% | +873+37.2% | Added |
| Firethorn Wealth Partners, LLC | 3,237 | $968.0K | 0.73% | +3,237 | New |
| DFPG Investments, LLC | 3,121 | $971.0K | 0.41% | −25−0.8% | Reduced |
| Trinity Legacy Partners, LLC | 3,246 | $971.0K | 0.33% | +464+16.7% | Added |
| Kahn Brothers Group Inc | 3,250 | $971.8K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,250 | $972.0K | 0.17% | +94+3.0% | Added |
| Tranquilli Financial Advisor LLC | 3,254 | $973.0K | 0.68% | −82−2.5% | Reduced |
| Bank of Nova Scotia Trust Co | 3,254 | $973.0K | 0.08% | −36−1.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,275 | $979.0K | 0.30% | 00.0% | Unchanged |
| Strid Group, LLC | 3,275 | $979.0K | 0.20% | +225+7.4% | Added |
| RVW Wealth, LLC | 3,281 | $981.0K | 0.11% | +18+0.6% | Added |
| Garrett Investment Advisors LLC | 3,284 | $982.0K | 0.26% | +6+0.2% | Added |
| Inspirion Wealth Advisors, LLC | 3,290 | $984.0K | 0.21% | +166+5.3% | Added |
| Matrix Private Capital Group LLC | 3,297 | $986.0K | 0.47% | +40+1.2% | Added |
| Premier Asset Management LLC | 3,300 | $987.0K | 0.17% | −50−1.5% | Reduced |
| Riverbridge Partners LLC | 3,300 | $987.0K | 0.01% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 3,305 | $988.0K | 0.63% | 00.0% | Unchanged |
| Acas, LLC | 3,309 | $989.0K | 1.45% | −19−0.6% | Reduced |
| 626 Financial, LLC | 3,313 | $991.0K | 0.61% | +3,313 | New |
| Helen Stephens Group, LLC | 3,317 | $992.0K | 0.80% | +3,317 | New |
| Tandem Capital Management Corp | 3,322 | $993.0K | 0.57% | +18+0.5% | Added |
| Crewe Advisors LLC | 3,340 | $999.0K | 0.20% | −288−7.9% | Reduced |
| Northwest Investment Counselors, LLC | 3,345 | $1.00M | 0.25% | −50−1.5% | Reduced |
| Rock Creek Group, LP | 3,345 | $1.00M | 0.15% | +104+3.2% | Added |
| Doheny Asset Management | 3,350 | $1.00M | 0.70% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,350 | $1.00M | 0.53% | +124+3.8% | Added |