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 |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 978 | $292.0K | 0.04% | +29+3.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 976 | $292.0K | 0.12% | +40+4.3% | Added |
| Rodgers & Associates, LTD | 980 | $293.0K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 983 | $294.0K | 0.10% | −230−19.0% | Reduced |
| Divergent Planning, LLC | 954 | $294.0K | 0.22% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 920 | $294.0K | 0.06% | +35+4.0% | Added |
| Braun-Bostich & Associates Inc. | 920 | $294.0K | 0.07% | +920 | New |
| Wescott Financial Advisory Group, LLC | 990 | $296.0K | 0.15% | −788−44.3% | Reduced |
| Domani Wealth, LLC | 989 | $296.0K | 0.06% | −43−4.2% | Reduced |
| Asio Capital, LLC | 989 | $296.0K | 0.09% | +989 | New |
| GoalFusion Wealth Management, LLC | 1,160 | $296.0K | 0.29% | +1,160 | New |
| Zevin Asset Management LLC | 993 | $297.0K | 0.05% | −180−15.3% | Reduced |
| Waypoint Wealth Partners Inc. | 995 | $298.0K | 0.10% | −242−19.6% | Reduced |
| Eagle Strategies LLC | 996 | $298.0K | 0.12% | +996 | New |
| Night Owl Capital Management, LLC | 1,000 | $299.0K | 0.06% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,000 | $299.0K | 0.03% | +111+12.5% | Added |
| Demars Financial Group, LLC | 1,000 | $299.0K | 0.16% | +1,000 | New |
| Redmont Wealth Advisors LLC | 1,000 | $299.0K | 0.33% | +1,000 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,004 | $300.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,005 | $300.5K | 0.08% | −243−19.5% | Reduced |
| Lavaca Capital LLC | 1,011 | $302.0K | 0.13% | +6+0.6% | Added |
| United Capital Management of KS, Inc. | 1,012 | $303.0K | 0.11% | −50−4.7% | Reduced |
| PrairieView Partners, LLC | 1,014 | $303.0K | 0.04% | +192+23.4% | Added |
| Synergy Financial Group, LTD | 1,015 | $303.0K | 0.27% | +1,015 | New |
| Better Money Decisions, LLC | 1,021 | $305.0K | 0.26% | −25−2.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,020 | $305.0K | 0.12% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,020 | $305.0K | 0.10% | +9+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,020 | $305.0K | 0.09% | +55+5.7% | Added |
| Brasada Capital Management, LP | 940 | $305.0K | 0.06% | +20+2.2% | Added |
| Renaissance Investment Group LLC | 1,028 | $307.0K | 0.07% | −207−16.8% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,028 | $307.0K | 0.00% | −30−2.8% | Reduced |
| Wealthstar Advisors, LLC | 1,028 | $307.0K | 0.11% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,030 | $308.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 1,025 | $310.0K | 0.05% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 1,038 | $310.0K | 0.31% | +1,038 | New |
| West Chester Capital Advisors, Inc | 1,045 | $312.0K | 0.21% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,043 | $312.0K | 0.23% | +1,043 | New |
| S.E.E.D. Planning Group LLC | 1,047 | $313.0K | 0.14% | +154+17.2% | Added |
| Covestor Ltd | 1,048 | $313.0K | 0.44% | +1,048 | New |
| Tfo-TDC, LLC | 1,083 | $314.0K | 0.06% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,050 | $314.0K | 0.16% | −34−3.1% | Reduced |
| Andesa Financial Management Inc. | 1,050 | $314.0K | 0.15% | +41+4.1% | Added |
| Mendel Money Management | 1,055 | $315.0K | 0.18% | −21−2.0% | Reduced |
| KWB Wealth | 1,055 | $315.0K | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,055 | $315.0K | 0.09% | +1,055 | New |
| MAS Advisors LLC | 1,051 | $315.0K | 0.23% | +1,051 | New |
| West Wealth Group, LLC | 1,055 | $315.0K | 0.12% | +1,055 | New |
| C M Bidwell & Associates Ltd | 1,060 | $317.0K | 0.19% | −72−6.4% | Reduced |
| Eudaimonia Advisors LLC | 1,059 | $317.0K | 0.19% | +1,059 | New |
| Provence Wealth Management Group | 1,060 | $317.0K | 0.36% | +1,060 | New |
| Fountainhead AM, LLC | 1,065 | $318.0K | 0.14% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,064 | $318.0K | 0.10% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 1,064 | $318.0K | 0.24% | +1,064 | New |
| Vantage Financial Partners, LLC | 1,063 | $318.0K | 0.12% | +1,063 | New |
| Bogart Wealth, LLC | 1,066 | $319.0K | 0.03% | −417−28.1% | Reduced |
| Brio Consultants, LLC | 1,070 | $320.0K | 0.08% | −100−8.5% | Reduced |
| Harvest Investment Services, LLC | 1,074 | $321.0K | 0.14% | −899−45.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 1,075 | $321.0K | 0.07% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,072 | $321.0K | 0.22% | +420+64.4% | Added |
| Americana Partners, LLC | 1,079 | $322.0K | 0.06% | +38+3.7% | Added |
| New England Professional Planning Group Inc. | 1,009 | $324.0K | 0.20% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,089 | $326.0K | 0.15% | −15−1.4% | Reduced |
| Integral Investment Advisors, Inc. | 1,089 | $326.0K | 0.23% | +1,089 | New |
| LS Investment Advisors, LLC | 1,094 | $327.0K | 0.05% | −3,425−75.8% | Reduced |
| Silverleafe Capital Partners, LLC | 1,093 | $327.0K | 0.12% | −302−21.6% | Reduced |
| Willow Creek Wealth Management Inc. | 1,094 | $327.0K | 0.07% | −147−11.8% | Reduced |
| IVC Wealth Advisors LLC | 1,092 | $327.0K | 0.21% | +7+0.6% | Added |
| Abbot Financial Management, Inc. | 1,095 | $327.0K | 0.15% | +20+1.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,092 | $327.0K | 0.21% | +132+13.8% | Added |
| Magellan Asset Management Ltd | 1,092 | $327.0K | 0.00% | +559+104.9% | Added |
| American Asset Management Inc. | 1,102 | $329.0K | 0.29% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,100 | $329.0K | 0.12% | +100+10.0% | Added |
| Carl P. Sherr & Co., LLC | 1,102 | $329.0K | 0.20% | +1,102 | New |
| Wilson & Boucher Capital Management, LLC | 1,100 | $329.0K | 0.30% | +1,100 | New |
| PACK Private Wealth, LLC | 1,099 | $329.0K | 0.26% | +1,099 | New |
| Beirne Wealth Consulting Services, LLC | 1,104 | $330.0K | 0.18% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,112 | $332.0K | 0.17% | +3+0.3% | Added |
| Accel Wealth Management | 1,110 | $332.0K | 0.16% | +100+9.9% | Added |
| Meadow Creek Wealth Advisors LLC | 1,109 | $332.0K | 0.31% | +1,109 | New |
| Conestoga Capital Advisors, LLC | 1,115 | $333.0K | 0.00% | +15+1.4% | Added |
| McGuire Investment Group, LLC | 1,115 | $333.0K | 0.05% | +15+1.4% | Added |
| PFS Investments Inc. | 1,113 | $333.0K | 0.01% | +1,113 | New |
| EWG Elevate Inc. | 1,122 | $335.0K | 0.16% | 00.0% | Unchanged |
| Davidson Trust Co | 1,123 | $336.0K | 0.23% | −15−1.3% | Reduced |
| Rezny Wealth Management, Inc. | 1,125 | $336.0K | 0.10% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,124 | $336.0K | 0.10% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,125 | $336.0K | 0.28% | +1,125 | New |
| Old Point Trust & Financial Services N A | 1,130 | $337.0K | 0.14% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,126 | $337.0K | 0.16% | +1+0.1% | Added |
| Affinia Financial Group, LLC | 1,051 | $337.0K | 0.22% | +156+17.4% | Added |
| Caerus Investment Advisors, LLC | 1,128 | $337.0K | 0.38% | +1,128 | New |
| Resource Planning Group | 1,130 | $338.0K | 0.23% | −275−19.6% | Reduced |
| Capital Investment Counsel, Inc | 1,130 | $338.0K | 0.06% | +220+24.2% | Added |
| Lauterbach Financial Advisors, LLC | 1,131 | $338.0K | 0.30% | +1,131 | New |
| Mattern Capital Management, LLC | 1,135 | $339.0K | 0.06% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,135 | $339.0K | 0.18% | +68+6.4% | Added |
| Clark Financial Services Group Inc | 1,133 | $339.0K | 0.23% | +280+32.8% | Added |
| Abner Herrman & Brock LLC | 1,137 | $340.0K | 0.04% | −37−3.2% | Reduced |
| TCWP LLC | 1,139 | $340.0K | 0.07% | +1,139 | New |
| Souders Financial Advisors | 1,139 | $341.0K | 0.10% | 00.0% | Unchanged |