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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 3,351 | $1.00M | 0.23% | +145+4.5% | Added |
| Meridian Investment Counsel Inc. | 3,350 | $1.00M | 0.33% | +1,934+136.6% | Added |
| AllSquare Wealth Management LLC | 3,362 | $1.00M | 0.59% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 3,365 | $1.01M | 0.60% | +3,365 | New |
| Lumbard & Kellner, LLC | 3,374 | $1.01M | 0.38% | −44−1.3% | Reduced |
| Spirit of America Management Corp | 3,370 | $1.01M | 0.20% | +150+4.7% | Added |
| Sigma Investment Counselors Inc | 3,375 | $1.01M | 0.07% | +83+2.5% | Added |
| HBK Investments L P | 3,376 | $1.01M | 0.02% | +3,376 | New |
| Advisors Management Group Inc | 3,378 | $1.01M | 0.30% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 3,378 | $1.01M | 0.41% | +88+2.7% | Added |
| Vista Wealth Management Group, LLC | 3,378 | $1.01M | 0.17% | +1,224+56.8% | Added |
| Aristides Capital LLC | 3,394 | $1.01M | 0.59% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,170 | $1.02M | 0.14% | +1,141+56.2% | Added |
| Bryant Woods Investment Advisors, LLC | 3,400 | $1.02M | 0.79% | +3,400 | New |
| Apexium Financial, LP | 3,402 | $1.02M | 0.52% | +311+10.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,407 | $1.02M | 0.73% | −266−7.2% | Reduced |
| Penbrook Management LLC | 3,407 | $1.02M | 0.61% | +32+0.9% | Added |
| Forbes J M & Co LLP | 3,414 | $1.02M | 0.12% | −7−0.2% | Reduced |
| NewEdge Wealth, LLC | 3,415 | $1.02M | 0.04% | +3,415 | New |
| Legacy Wealth Asset Management, LLC | 3,426 | $1.02M | 0.35% | +116+3.5% | Added |
| First National Bank of Hutchinson | 3,434 | $1.03M | 0.59% | −308−8.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 3,435 | $1.03M | 0.34% | −130−3.6% | Reduced |
| Bard Associates Inc | 3,435 | $1.03M | 0.34% | −100−2.8% | Reduced |
| First Financial Bank - Trust Division | 3,437 | $1.03M | 0.10% | −150−4.2% | Reduced |
| CoreFirst Bank & Trust | 3,446 | $1.03M | 0.67% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3,446 | $1.03M | 0.55% | +75+2.2% | Added |
| High Pines Wealth Management, LLC | 3,450 | $1.03M | 0.72% | −1,533−30.8% | Reduced |
| Sharkey, Howes & Javer | 3,450 | $1.03M | 0.23% | −181−5.0% | Reduced |
| Sunesis Advisors, LLC | 3,455 | $1.03M | 0.76% | 00.0% | Unchanged |
| HT Partners LLC | 3,459 | $1.03M | 0.30% | −4−0.1% | Reduced |
| Xcel Wealth Management, LLC | 3,459 | $1.03M | 0.27% | +28+0.8% | Added |
| TriaGen Wealth Management LLC | 3,469 | $1.04M | 0.51% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,471 | $1.04M | 0.27% | +3,471 | New |
| Shelter Mutual Insurance Co | 3,474 | $1.04M | 0.27% | 00.0% | Unchanged |
| G&S Capital LLC | 3,479 | $1.04M | 0.52% | −429−11.0% | Reduced |
| Aries Wealth Management | 3,479 | $1.04M | 0.40% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 3,486 | $1.04M | 0.38% | +1,249+55.8% | Added |
| Foundations Investment Advisors, LLC | 3,255 | $1.04M | 0.04% | +426+15.1% | Added |
| Meridian Wealth Partners, LLC | 3,496 | $1.05M | 0.21% | +38+1.1% | Added |
| Puzo Michael J | 3,500 | $1.05M | 0.30% | −500−12.5% | Reduced |
| Capital Financial Planning, LLC | 3,500 | $1.05M | 0.36% | −52−1.5% | Reduced |
| Assetmark, Inc | 3,505 | $1.05M | 0.00% | +1,224+53.7% | Added |
| Capital Analysts, LLC | 3,506 | $1.05M | 0.06% | −615−14.9% | Reduced |
| AIA Group Ltd | 3,514 | $1.05M | 0.05% | −16,230−82.2% | Reduced |
| S.A. Mason LLC | 3,519 | $1.05M | 0.63% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,525 | $1.05M | 0.35% | −25,192−87.7% | Reduced |
| XTX Topco Ltd | 3,526 | $1.05M | 0.60% | +3,526 | New |
| Gill Capital Partners, LLC | 3,532 | $1.06M | 0.47% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 3,535 | $1.06M | 0.36% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 3,548 | $1.06M | 0.48% | 00.0% | Unchanged |
| First National Bank of South Miami | 3,547 | $1.06M | 0.64% | +238+7.2% | Added |
| Strategic Financial Services, Inc, | 3,553 | $1.06M | 0.08% | +6+0.2% | Added |
| Good Life Advisors, LLC | 3,554 | $1.06M | 0.13% | −149−4.0% | Reduced |
| Atlas Private Wealth Management | 3,564 | $1.07M | 0.59% | +14+0.4% | Added |
| Pettinga Financial Advisors, LLC | 3,573 | $1.07M | 0.26% | −500−12.3% | Reduced |
| Hamilton Capital, LLC | 3,573 | $1.07M | 0.08% | +150+4.4% | Added |
| CFO4Life Group, LLC | 3,575 | $1.07M | 0.22% | +399+12.6% | Added |
| Camden National Bank | 3,577 | $1.07M | 0.19% | −204−5.4% | Reduced |
| Taylor Hoffman Wealth Management | 3,577 | $1.07M | 0.41% | −8−0.2% | Reduced |
| Brown Miller Wealth Management, LLC | 3,579 | $1.07M | 0.61% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,577 | $1.07M | 0.26% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 3,579 | $1.07M | 0.21% | +3,579 | New |
| Red Wave Investments LLC | 3,581 | $1.07M | 0.37% | +4+0.1% | Added |
| Crossvault Capital Management LLC | 3,588 | $1.07M | 0.32% | +315+9.6% | Added |
| UMA Financial Services, Inc. | 3,355 | $1.07M | 0.28% | −149−4.3% | Reduced |
| Sequent Asset Management, LLC | 3,591 | $1.07M | 0.59% | −10−0.3% | Reduced |
| Bridgeworth, LLC | 3,591 | $1.07M | 0.24% | +48+1.4% | Added |
| HC Financial Advisors Inc | 3,596 | $1.07M | 0.60% | −38−1.0% | Reduced |
| Kathmere Capital Management, LLC | 3,602 | $1.08M | 0.19% | +463+14.7% | Added |
| Legacy Wealth Planning, LLC | 3,618 | $1.08M | 1.23% | −535−12.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,634 | $1.09M | 0.16% | −581−13.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,635 | $1.09M | 0.15% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,635 | $1.09M | 0.64% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 3,635 | $1.09M | 0.50% | +755+26.2% | Added |
| Summit Global Investments | 3,641 | $1.09M | 0.07% | +29+0.8% | Added |
| Benin Management CORP | 3,644 | $1.09M | 0.33% | +700+23.8% | Added |
| GW Henssler & Associates Ltd | 3,642 | $1.09M | 0.07% | +3,642 | New |
| Mission Financial Group, LLC | 2,168 | $1.09M | 1.03% | +2,168 | New |
| Wealthquest Corp | 3,650 | $1.09M | 0.17% | −5−0.1% | Reduced |
| Trigran Investments, Inc. | 3,650 | $1.09M | 0.10% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 3,652 | $1.09M | 0.48% | −141−3.7% | Reduced |
| Black Diamond Financial, LLC | 3,654 | $1.09M | 0.37% | +199+5.8% | Added |
| Wulff, Hansen & Co. | 3,660 | $1.09M | 0.94% | +3,660 | New |
| DRW Securities, LLC | 3,663 | $1.09M | 0.10% | −1,183−24.4% | Reduced |
| Investment Partners, Ltd. | 3,665 | $1.10M | 0.45% | 00.0% | Unchanged |
| MJP Associates Inc | 3,644 | $1.10M | 0.33% | +2,651+267.0% | Added |
| Oak Harvest Investment Services | 3,672 | $1.10M | 0.27% | −3,644−49.8% | Reduced |
| Lantz Financial LLC | 3,677 | $1.10M | 0.51% | +5+0.1% | Added |
| O'Dell Group, LLC | 3,681 | $1.10M | 0.32% | −280−7.1% | Reduced |
| Fortress Wealth Group, LLC | 3,423 | $1.10M | 0.82% | +228+7.1% | Added |
| Community Capital Management, Inc. | 3,700 | $1.11M | 1.18% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,700 | $1.11M | 0.19% | +400+12.1% | Added |
| Concord Wealth Partners | 3,698 | $1.11M | 0.27% | +2,061+125.9% | Added |
| Prestige Wealth Management Group LLC | 3,702 | $1.11M | 0.26% | +11+0.3% | Added |
| Altman Advisors, Inc. | 3,629 | $1.11M | 0.68% | +3,629 | New |
| Woodward Diversified Capital, LLC | 3,717 | $1.11M | 0.65% | −82−2.2% | Reduced |
| TMD Wealth Management, LLC | 3,723 | $1.11M | 0.41% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,478 | $1.11M | 0.43% | −832−19.3% | Reduced |
| Johnson Midwest Financial, LLC | 3,734 | $1.12M | 0.84% | +10.0% | Added |
| Logan Capital Management Inc | 3,737 | $1.12M | 0.05% | +84+2.3% | Added |