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; 4,928 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
- 3,401
- +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
- 1,189 more reduced
50 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 | 4,928 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Hilton Capital Management, LLC | 800 | $239.0K | 0.02% | −25−3.0% | Reduced |
| Notis-McConarty Edward | 800 | $239.0K | 0.08% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 800 | $239.0K | 0.22% | 00.0% | Unchanged |
| Avondale Wealth Management | 800 | $239.0K | 0.24% | +250+45.5% | Added |
| Jacobson & Schmitt Advisors, LLC | 807 | $241.0K | 0.06% | 00.0% | Unchanged |
| Santori & Peters | 808 | $241.0K | 0.13% | +2+0.2% | Added |
| Independence Bank of Kentucky | 806 | $241.0K | 0.10% | +159+24.6% | Added |
| Massachusetts Institute of Technology | 805 | $241.0K | 0.03% | +805 | New |
| Jackson Wealth Management, LLC | 805 | $241.0K | 0.03% | +805 | New |
| Friedenthal Financial | 810 | $242.0K | 0.15% | 00.0% | Unchanged |
| Cohen Lawrence B | 814 | $243.0K | 0.09% | −765−48.4% | Reduced |
| Millennium Capital Advisors, LLC | 819 | $244.9K | 0.19% | +819 | New |
| Claraphi Advisory Network, LLC | 818 | $245.0K | 0.09% | −37−4.3% | Reduced |
| Doliver Advisors, LP | 779 | $245.0K | 0.08% | 00.0% | Unchanged |
| Schwab Charitable Fund | 822 | $246.0K | 0.02% | −159−16.2% | Reduced |
| Berkshire Bank | 822 | $246.0K | 0.05% | +822 | New |
| Providence Capital Advisors, LLC | 826 | $247.0K | 0.07% | −59−6.7% | Reduced |
| Iron Horse Wealth Management, LLC | 825 | $247.0K | 0.14% | −2−0.2% | Reduced |
| CNB Bank | 836 | $250.0K | 0.14% | 00.0% | Unchanged |
| XR Securities LLC | 835 | $250.0K | 0.03% | +835 | New |
| Mandatum Life Insurance Co Ltd | 841 | $251.0K | 0.07% | +31+3.8% | Added |
| Ontario Teachers Pension Plan Board | 840 | $251.0K | 0.00% | +840 | New |
| Leeward Financial Partners, LLC | 844 | $252.0K | 0.16% | +844 | New |
| Full Sail Capital, LLC | 820 | $252.0K | 0.02% | +820 | New |
| BMS Financial Advisors, LLC | 847 | $253.0K | 0.16% | +847 | New |
| Planning Directions Inc | 849 | $254.0K | 0.17% | −4−0.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 850 | $254.0K | 0.19% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 849 | $254.0K | 0.03% | +75+9.7% | Added |
| Signature Wealth Management Partners, LLC | 850 | $254.0K | 0.22% | +100+13.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 852 | $255.0K | 0.15% | −14−1.6% | Reduced |
| Foster & Motley Inc | 854 | $255.0K | 0.02% | +18+2.2% | Added |
| Outfitter Financial LLC | 855 | $256.0K | 0.19% | −50−5.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 858 | $256.0K | 0.12% | +858 | New |
| ML & R Wealth Management LLC | 857 | $256.0K | 0.10% | +857 | New |
| Investors Asset Management of Georgia Inc | 859 | $257.0K | 0.12% | 00.0% | Unchanged |
| Seascape Capital Management | 859 | $257.0K | 0.12% | +19+2.3% | Added |
| Lifeworks Advisors, LLC | 859 | $257.0K | 0.20% | +859 | New |
| Compass Financial Advisors LLC | 859 | $257.0K | 0.28% | +859 | New |
| FSC Wealth Advisors, LLC | 859 | $257.0K | 0.17% | +859 | New |
| Northeast Financial Group, Inc. | 863 | $258.0K | 0.15% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 865 | $259.0K | 0.08% | 00.0% | Unchanged |
| Ibex Investors LLC | 865 | $259.0K | 0.14% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 865 | $259.0K | 0.25% | +865 | New |
| Fortitude Advisory Group L.L.C. | 865 | $259.0K | 0.13% | +865 | New |
| Tamar Securities, LLC | 869 | $260.0K | 0.08% | −150−14.7% | Reduced |
| Cherrydale Wealth Management, LLC | 868 | $260.0K | 0.19% | +868 | New |
| Raffa Wealth Management, LLC | 871 | $260.4K | 0.09% | −45−4.9% | Reduced |
| Guidance Point Advisors, LLC | 873 | $261.0K | 0.09% | 00.0% | Unchanged |
| Tobam | 873 | $261.0K | 0.01% | +212+32.1% | Added |
| Townsend & Associates, Inc | 807 | $262.0K | 0.14% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 877 | $262.0K | 0.23% | +877 | New |
| Gibson Wealth Advisors LLC | 875 | $262.0K | 0.27% | +875 | New |
| jvl associates llc | 880 | $263.0K | 0.16% | −120−12.0% | Reduced |
| St. Johns Investment Management Company, LLC | 880 | $263.0K | 0.13% | 00.0% | Unchanged |
| Allie Family Office LLC | 880 | $263.0K | 0.21% | +880 | New |
| Geometric Wealth Advisors | 883 | $264.0K | 0.13% | +883 | New |
| Optas, LLC | 888 | $266.0K | 0.08% | 00.0% | Unchanged |
| Brickley Wealth Management | 889 | $266.0K | 0.06% | +92+11.5% | Added |
| Centennial Wealth Advisory LLC | 894 | $267.0K | 0.15% | +36+4.2% | Added |
| WestEnd Advisors, LLC | 899 | $268.8K | 0.01% | – | – |
| Capital One Financial Corp | 901 | $269.0K | 0.03% | −9−1.0% | Reduced |
| Investment Advisory Services Inc | 900 | $269.0K | 0.15% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $269.0K | 0.22% | 00.0% | Unchanged |
| Goodwin Daniel L | 900 | $269.0K | 0.12% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 899 | $269.0K | 0.05% | 00.0% | Unchanged |
| Bank Ozk | 898 | $269.0K | 0.11% | +27+3.1% | Added |
| GM Advisory Group, Inc. | 901 | $269.0K | 0.02% | +38+4.4% | Added |
| Ayrshire Capital Management LLC | 902 | $270.0K | 0.14% | +45+5.3% | Added |
| FWL Investment Management, LLC | 910 | $272.0K | 0.17% | −50−5.2% | Reduced |
| Boston Common Asset Management, LLC | 911 | $272.0K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 917 | $274.0K | 0.08% | +3+0.3% | Added |
| Bay Rivers Group | 920 | $275.0K | 0.17% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 923 | $275.0K | 0.23% | +923 | New |
| Jackson Thornton Asset Management, LLC | 931 | $278.0K | 0.08% | +931 | New |
| SFG Wealth Management, LLC. | 930 | $278.0K | 0.25% | +930 | New |
| Davis-Rea Ltd. | 933 | $279.0K | 0.13% | −406−30.3% | Reduced |
| Wade Financial Advisory, Inc | 932 | $279.0K | 0.15% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 936 | $280.0K | 0.14% | +936 | New |
| GFG Capital, LLC | 942 | $282.0K | 0.08% | +47+5.3% | Added |
| First Business Financial Services, Inc. | 947 | $283.0K | 0.03% | +947 | New |
| Stonebridge Financial Planning Group, LLC | 908 | $284.0K | 0.15% | −30−3.2% | Reduced |
| Mycio Wealth Partners, LLC | 950 | $284.0K | 0.09% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 876 | $284.0K | 0.14% | +75+9.4% | Added |
| Cookson Peirce & Co Inc | 952 | $285.0K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 954 | $285.2K | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 957 | $286.0K | 0.15% | −33−3.3% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 955 | $286.0K | 0.16% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 958 | $286.0K | 0.21% | 00.0% | Unchanged |
| Meyer Handelman Co | 960 | $287.0K | 0.01% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 959 | $287.0K | 0.14% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 960 | $287.0K | 0.26% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 966 | $288.0K | 0.16% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 965 | $289.0K | 0.09% | −16−1.6% | Reduced |
| ETF Store, Inc. | 915 | $289.0K | 0.22% | +915 | New |
| Kaizen Financial Strategies | 970 | $290.0K | 0.22% | −37−3.7% | Reduced |
| CMH Wealth Management LLC | 970 | $290.0K | 0.09% | 00.0% | Unchanged |
| Somerset Trust Co | 971 | $290.0K | 0.11% | +48+5.2% | Added |
| Vivid Financial Management, Inc. | 976 | $292.0K | 0.11% | −19−1.9% | Reduced |
| Nelson Capital Management, LLC | 977 | $292.0K | 0.05% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 975 | $292.0K | 0.09% | 00.0% | Unchanged |