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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
3,402
+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.

Institutional holdersQ4 2021: 3,401 institutions
Q1 2021: 3,003 institutionsQ2 2021: 3,044 institutionsQ3 2021: 3,018 institutionsQ4 2021: 3,401 institutionsQ1 2022: 3,438 institutionsQ2 2022: 3,366 institutionsQ3 2022: 3,329 institutionsQ4 2022: 3,557 institutionsQ1 2023: 3,541 institutionsQ2 2023: 3,597 institutionsQ3 2023: 3,641 institutionsQ4 2023: 3,913 institutionsQ1 2024: 3,997 institutionsQ2 2024: 4,033 institutionsQ3 2024: 4,106 institutionsQ4 2024: 4,517 institutionsQ1 2025: 4,559 institutionsQ2 2025: 4,586 institutionsQ3 2025: 4,585 institutionsQ4 2025: 4,899 institutionsQ1 2026: 4,888 institutionsQ2 2026: 4,928 institutions
Value heldQ4 2021: $253.0B
Q1 2021: $225.5BQ2 2021: $243.1BQ3 2021: $233.6BQ4 2021: $253.0BQ1 2022: $300.8BQ2 2022: $228.8BQ3 2022: $223.1BQ4 2022: $259.6BQ1 2023: $257.1BQ2 2023: $287.0BQ3 2023: $296.6BQ4 2023: $303.8BQ1 2024: $356.9BQ2 2024: $349.6BQ3 2024: $396.3BQ4 2024: $395.0BQ1 2025: $467.6BQ2 2025: $425.8BQ3 2025: $439.7BQ4 2025: $452.2BQ1 2026: $436.4BQ2 2026: $460.4B
Institutions holding BRK.B and their total value by quarter
QuarterHoldersValue
Q2 20264,928$460.4B
Q1 20264,888$436.4B
Q4 20254,899$452.2B
Q3 20254,585$439.7B
Q2 20254,586$425.8B
Q1 20254,559$467.6B
Q4 20244,517$395.0B
Q3 20244,106$396.3B
Q2 20244,033$349.6B
Q1 20243,997$356.9B
Q4 20233,913$303.8B
Q3 20233,641$296.6B
Q2 20233,597$287.0B
Q1 20233,541$257.1B
Q4 20223,557$259.6B
Q3 20223,329$223.1B
Q2 20223,366$228.8B
Q1 20223,438$300.8B
Q4 20213,401$253.0B
Q3 20213,018$233.6B
Q2 20213,044$243.1B
Q1 20213,003$225.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2021.

Institutions holding BRK.B in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Souders Financial Advisors1,139$341.0K0.10%00.0%Unchanged
Financial Planning & Information Services, Inc.1,144$342.0K0.08%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC1,144$342.0K0.23%00.0%Unchanged
Howard Capital Management Inc.1,145$342.0K0.04%+45+4.1%Added
Miramar Capital, LLC1,144$342.0K0.12%+130+12.8%Added
Jump Financial, LLC1,147$343.0K0.02%−1,836−61.5%Reduced
US Asset Management LLC1,147$343.0K0.33%−3−0.3%Reduced
Sanders Morris Harris LLC1,146$343.0K0.06%00.0%Unchanged
Aristotle Capital Management, LLC1,150$344.0K0.00%−1,425−55.3%Reduced
Future Financial Wealth Managment LLC1,145$344.0K0.28%00.0%Unchanged
Dumont & Blake Investment Advisors LLC1,150$344.0K0.09%00.0%Unchanged
Fortis Advisors, LLC1,151$344.0K0.20%+423+58.1%Added
GDS Wealth Management1,151$344.0K0.08%+1,151New
Iron Financial, LLC1,154$345.0K0.15%+104+9.9%Added
Bernardo Wealth Planning LLC1,163$347.0K0.17%00.0%Unchanged
Wiser Wealth Management, Inc1,160$347.0K0.17%+1,160New
Crestone Asset Management LLC1,164$348.0K0.07%−550−32.1%Reduced
Mason & Associates Inc1,163$348.0K0.11%+1,163New
Peddock Capital Advisors, LLC1,168$349.0K0.12%00.0%Unchanged
Leverage Partners Absolute Return Fund SPC1,170$350.0K0.20%+1,170New
OneAscent Financial Services LLC1,169$350.0K0.67%+1,169New
Private Capital Advisors, Inc.1,175$351.0K0.06%00.0%Unchanged
Cassady Schiller Wealth Management, LLC1,173$351.0K0.21%+1,173New
Partners in Financial Planning1,102$351.7K0.11%−4−0.4%Reduced
Echo45 Advisors LLC1,181$353.0K0.28%+1,181New
L & S Advisors Inc1,185$354.0K0.04%−460−28.0%Reduced
RHS Financial, LLC1,185$354.0K0.25%00.0%Unchanged
Cassia Capital Partners, LLC1,183$354.0K0.24%+1,183New
Heartland Bank & Trust Co1,191$356.0K0.26%00.0%Unchanged
PFS Partners, LLC1,199$358.5K0.27%+1,199New
Harbour Capital Advisors, LLC1,205$360.0K0.09%00.0%Unchanged
Arcadia Investment Management Corp1,209$361.0K0.06%+550+83.5%Added
DMG Group, LLC1,174$361.0K0.31%+1,174New
Barber Financial Group, Inc.1,217$364.0K0.04%+7+0.6%Added
LifePro Asset Management1,218$364.0K0.11%+56+4.8%Added
Conservest Capital Advisors, Inc.1,225$366.0K0.04%+1,225New
Venturi Wealth Management, LLC1,233$369.0K0.03%−436−26.1%Reduced
Royal Fund Management, LLC1,237$369.0K0.05%+69+5.9%Added
Collaborative Wealth Managment Inc.1,236$370.0K0.20%+1,236New
RBF Capital, LLC1,241$371.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC1,244$372.0K0.07%00.0%Unchanged
R. W. Roge & Company, Inc.1,221$373.0K0.29%00.0%Unchanged
Gilman Hill Asset Management, LLC1,249$373.0K0.08%+41+3.4%Added
Comprehensive Financial Consultants Institutional, Inc.1,171$373.0K0.24%+1,171New
Alera Investment Advisors, LLC1,252$374.0K0.10%−30−2.3%Reduced
Trevian Wealth Management LLC1,251$374.0K0.36%+1,251New
Financial Advisors Network, Inc.1,253$375.0K0.08%+307+32.5%Added
Midwest Professional Planners, LTD.1,256$376.0K0.18%00.0%Unchanged
Orin Green Financial, LLC1,176$376.0K0.27%00.0%Unchanged
Keb Asset Management, LLC1,261$377.0K0.24%+1,261New
Sage Investment Advisers LLC1,262$377.0K0.49%+1,262New
Smart Money Group LLC1,264$378.0K0.24%00.0%Unchanged
Consolidated Planning Corp1,266$379.0K0.24%00.0%Unchanged
Marotta Asset Management1,268$379.1K0.09%−60−4.5%Reduced
F&V Capital Management, LLC1,270$380.0K0.13%00.0%Unchanged
FC Advisory LLC1,275$381.0K0.16%−58−4.4%Reduced
AtlasMark Financial, Inc1,275$381.2K0.46%00.0%Unchanged
Flaharty Asset Management, LLC1,279$382.0K0.07%−132−9.4%Reduced
Austin Asset Management Co Inc1,285$384.0K0.12%+1,285New
Pacitti Group Inc.1,287$385.0K0.25%−1−0.1%Reduced
Client 1st Advisory Group, LLC1,288$385.0K0.19%00.0%Unchanged
Ballew Advisors, Inc1,187$385.0K0.27%+125+11.8%Added
Sentinel Trust Co Lba1,289$385.0K0.05%+1,289New
Claris Advisors, LLC1,288$385.0K0.41%+1,288New
Rock Point Advisors, LLC1,290$386.0K0.11%00.0%Unchanged
Cohen Capital Management, Inc.1,294$387.0K0.06%00.0%Unchanged
Falcon Wealth Planning1,294$387.0K0.13%+9+0.7%Added
BT Wealth Management LLC1,294$387.0K0.10%+233+22.0%Added
Financial Advisors, LLC1,299$388.0K0.12%−109−7.7%Reduced
CFM Wealth Partners LLC1,289$388.0K0.09%00.0%Unchanged
Compton Financial Group, LLC1,300$389.0K0.16%00.0%Unchanged
Indie Asset Partners, LLC1,304$390.0K0.28%−16−1.2%Reduced
High Net Worth Advisory Group LLC1,307$391.0K0.14%+1,307New
TLWM1,311$392.0K0.13%+150+12.9%Added
Detalus Advisors, LLC1,313$393.0K0.19%−1,600−54.9%Reduced
Bond & Devick Financial Network, Inc.1,314$393.0K0.29%00.0%Unchanged
Pinnacle Private Wealth, LLC1,317$394.0K0.12%+1,317New
Portfolio Strategies, Inc.1,321$395.0K0.07%−506−27.7%Reduced
Carderock Capital Management Inc1,325$396.0K0.10%+400+43.2%Added
Highlander Partners, L.P.1,325$396.0K0.48%+1,325New
Skba Capital Management LLC1,329$397.0K0.07%00.0%Unchanged
Seven Post Investment Office LP1,328$397.0K0.11%+254+23.6%Added
Buckingham Capital Management, Inc.1,332$398.0K0.06%00.0%Unchanged
CSS LLC1,333$399.0K0.02%00.0%Unchanged
Cowa, LLC1,334$399.0K0.20%00.0%Unchanged
Northcape Wealth Management, LLC1,335$399.0K0.13%+1,335New
CMC Financial Group1,342$401.0K0.22%+142+11.8%Added
Anson Capital, Inc.1,469$401.0K0.40%+1,469New
Mayport, LLC1,341$401.0K0.30%+1,341New
Systematic Alpha Investments, LLC1,346$402.0K0.02%00.0%Unchanged
Charter Research & Investment Group, Inc.1,343$402.0K0.32%+60+4.7%Added
Planning Alternatives Ltd1,344$402.0K0.06%+564+72.3%Added
WMG Financial Advisors, LLC1,346$402.0K0.31%+1,346New
Beacon Harbor Wealth Advisors, Inc.1,349$403.0K0.13%−1,001−42.6%Reduced
Omega Financial Group, LLC1,347$403.0K0.18%00.0%Unchanged
Peregrine Asset Advisers, Inc.1,348$403.0K0.16%+333+32.8%Added
Bonness Enterprises Inc1,350$404.0K0.19%00.0%Unchanged
Ipswich Investment Management Co., Inc.1,350$404.0K0.09%00.0%Unchanged
Alethea Capital Management, LLC1,350$404.0K0.35%00.0%Unchanged
Prelude Capital Management, LLC1,351$404.0K0.02%+1,351New