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.
| 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 |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 1,355 | $405.0K | 0.07% | −6−0.4% | Reduced |
| McNaughton Wealth Management, LLC | 1,271 | $406.0K | 0.26% | +96+8.2% | Added |
| Progressive Investment Management Corp | 1,360 | $407.0K | 0.11% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,364 | $408.0K | 0.22% | −4,881−78.2% | Reduced |
| blooom, inc. | 6,501 | $408.0K | 0.31% | −371−5.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $408.0K | 0.09% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,364 | $408.0K | 0.10% | 00.0% | Unchanged |
| Aspire Wealth Management Corp | 1,365 | $408.0K | 0.33% | +1,365 | New |
| Navalign, LLC | 1,368 | $409.0K | 0.16% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,375 | $411.0K | 0.17% | −178−11.5% | Reduced |
| Martin Capital Advisors, LLP | 1,379 | $412.0K | 0.25% | +1,379 | New |
| Guild Investment Management, Inc. | 1,380 | $413.0K | 0.42% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,380 | $413.0K | 0.11% | +237+20.7% | Added |
| Bellevue Asset Management, LLC | 1,388 | $415.0K | 0.24% | −13−0.9% | Reduced |
| Monograph Wealth Advisors, LLC | 1,389 | $415.0K | 0.10% | +1,389 | New |
| McIlrath & Eck, LLC | 1,395 | $417.0K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,396 | $417.0K | 0.34% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,394 | $417.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,398 | $418.0K | 0.00% | +61+4.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,397 | $418.0K | 0.12% | +100+7.7% | Added |
| Denver Wealth Management, Inc. | 1,398 | $418.0K | 0.40% | +1,398 | New |
| Horan Securities, Inc. | 1,401 | $419.0K | 0.25% | +1,401 | New |
| Stony Point Wealth Management Inc. | 1,405 | $420.0K | 0.22% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,409 | $421.0K | 0.05% | −62−4.2% | Reduced |
| Ratio Wealth Group | 1,410 | $421.6K | 0.13% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,411 | $422.0K | 0.35% | +1,411 | New |
| Act Wealth Management, LLC | 1,415 | $423.0K | 0.24% | +10+0.7% | Added |
| Alaska Permanent Fund Corp | 1,355 | $424.0K | 0.01% | +1,355 | New |
| Acorn Financial Advisory Services Inc | 1,423 | $425.0K | 0.09% | +34+2.4% | Added |
| Shelton Wealth Management, LLC | 1,423 | $425.0K | 0.33% | +1,423 | New |
| Cedrus LLC | 1,429 | $427.3K | 0.41% | +1,429 | New |
| Meridian Management Co | 1,432 | $428.0K | 0.12% | −150−9.5% | Reduced |
| Curi Capital | 1,433 | $428.0K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,431 | $428.0K | 0.20% | +1,431 | New |
| German American Bancorp, Inc. | 1,435 | $429.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,437 | $430.0K | 0.12% | +1,437 | New |
| 44 Wealth Management LLC | 1,441 | $431.0K | 0.15% | −29−2.0% | Reduced |
| VERITY Wealth Advisors | 1,442 | $431.0K | 0.36% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,372 | $431.0K | 0.13% | −43−3.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,441 | $431.0K | 0.19% | +440+44.0% | Added |
| Salomon & Ludwin, LLC | 1,440 | $431.0K | 0.06% | +645+81.1% | Added |
| Outlook Wealth Advisors, LLC | 1,448 | $433.0K | 0.13% | +221+18.0% | Added |
| Epic Trust Investment Advisors, LLC | 1,448 | $433.0K | 0.63% | +1,448 | New |
| Viewpoint Capital Management LLC | 1,450 | $434.0K | 0.31% | +1,450 | New |
| CCG Wealth Management, LLC | 1,454 | $435.0K | 0.23% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,461 | $437.0K | 0.16% | +500+52.0% | Added |
| Hemington Wealth Management | 1,887 | $438.0K | 0.20% | +110+6.2% | Added |
| SevenBridge Financial Group, LLC | 1,466 | $438.0K | 0.13% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,464 | $440.0K | 0.16% | −5−0.3% | Reduced |
| West Bancorporation Inc | 1,471 | $440.0K | 0.35% | +1,471 | New |
| Missouri Trust & Investment Co | 1,471 | $440.0K | 0.25% | +1,471 | New |
| Rappaport Reiches Capital Management, LLC | 1,473 | $440.4K | 0.38% | +13+0.9% | Added |
| RiverGlades Family Offices LLC | 1,475 | $441.0K | 0.32% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,474 | $441.0K | 0.03% | – | – |
| Clear Creek Financial Management, LLC | 1,479 | $442.0K | 0.07% | +81+5.8% | Added |
| Ade, LLC | 1,481 | $443.0K | 0.38% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,485 | $444.0K | 0.54% | −312−17.4% | Reduced |
| JGP Wealth Management, LLC | 1,433 | $444.0K | 0.08% | −24−1.6% | Reduced |
| McAdam, LLC | 1,486 | $444.0K | 0.04% | +33+2.3% | Added |
| PFG Private Wealth Management, LLC | 1,489 | $445.0K | 0.23% | −4−0.3% | Reduced |
| Acima Private Wealth, LLC | 1,492 | $446.0K | 0.19% | +813+119.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,492 | $446.1K | 0.06% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 1,496 | $447.0K | 0.18% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 1,496 | $447.0K | 0.10% | +30+2.0% | Added |
| Truefg, LLC | 1,499 | $448.0K | 0.20% | 00.0% | Unchanged |
| Selway Asset Management | 1,500 | $448.0K | 0.21% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $448.5K | 0.23% | 00.0% | Unchanged |
| Capital Planning LLC | 1,500 | $449.0K | 0.17% | −25−1.6% | Reduced |
| Shoker Investment Counsel, Inc. | 1,505 | $449.0K | 0.21% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,500 | $449.0K | 0.20% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 1,405 | $449.0K | 0.20% | +83+6.3% | Added |
| Heartwood Wealth Advisors LLC | 1,504 | $450.0K | 0.07% | +320+27.0% | Added |
| Stone Point Wealth LLC | 1,505 | $450.0K | 0.37% | +1,505 | New |
| Hexagon Capital Partners LLC | 1,507 | $451.0K | 0.12% | −7−0.5% | Reduced |
| TSFG, LLC | 1,510 | $451.0K | 0.16% | +25+1.7% | Added |
| Corsicana & Co. | 1,513 | $452.0K | 0.27% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,513 | $452.0K | 0.27% | +189+14.3% | Added |
| Highview Capital Management LLC | 1,513 | $452.0K | 0.29% | +1,513 | New |
| American Institute for Advanced Investment Management, LLP | 1,521 | $455.0K | 0.31% | 00.0% | Unchanged |
| Game Creek Capital, LP | 1,525 | $456.0K | 0.23% | −325−17.6% | Reduced |
| Syverson Strege & Co | 1,524 | $456.0K | 0.34% | −118−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,525 | $456.0K | 0.27% | −50−3.2% | Reduced |
| White Lighthouse Investment Management Inc. | 1,525 | $456.0K | 0.11% | +5+0.3% | Added |
| Horizon Family Wealth, Inc. | 1,529 | $457.0K | 0.47% | +1,529 | New |
| Wooster Corthell Wealth Management, Inc. | 1,531 | $458.0K | 0.11% | −6−0.4% | Reduced |
| Costello Asset Management, INC | 1,535 | $459.0K | 0.28% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,538 | $460.0K | 0.03% | 00.0% | Unchanged |
| TRH Financial, LLC | 1,541 | $461.0K | 0.14% | −33−2.1% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,545 | $462.0K | 0.21% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,545 | $462.0K | 0.38% | 00.0% | Unchanged |
| Page Arthur B | 1,565 | $468.0K | 0.32% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,566 | $468.0K | 0.10% | +143+10.0% | Added |
| HNP Capital LLC | 1,566 | $468.0K | 0.11% | +143+10.0% | Added |
| Heritage Way Advisors, LLC | 1,568 | $469.0K | 0.18% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,571 | $470.0K | 0.02% | −209−11.7% | Reduced |
| Adell Harriman & Carpenter Inc | 1,574 | $470.6K | 0.04% | +62+4.1% | Added |
| Brand Asset Management Group, Inc. | 1,576 | $471.0K | 0.21% | −44−2.7% | Reduced |
| Archetype Wealth Partners | 1,575 | $471.0K | 0.14% | 00.0% | Unchanged |
| Transparent Wealth Partners LLC | 1,576 | $471.0K | 0.35% | +1,576 | New |
| Carolina Wealth Advisors, LLC | 1,580 | $472.0K | 0.27% | 00.0% | Unchanged |