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 |
|---|---|---|---|---|---|
| Biltmore Capital Advisors LLC | 1,583 | $473.0K | 0.08% | −1,348−46.0% | Reduced |
| StrongBox Wealth, LLC | 1,585 | $474.0K | 0.24% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 1,585 | $474.0K | 0.78% | +1,585 | New |
| Opal Wealth Advisors, LLC | 1,590 | $475.0K | 0.30% | +1,590 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $476.0K | 0.04% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 1,595 | $477.0K | 4.06% | −675−29.7% | Reduced |
| Convergence Financial, LLC | 1,597 | $477.5K | 0.50% | +1,597 | New |
| Cary Street Partners Asset Management LLC | 1,600 | $478.0K | 0.10% | −550−25.6% | Reduced |
| Hallmark Capital Management Inc | 1,598 | $478.0K | 0.04% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,597 | $478.0K | 0.25% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,602 | $479.0K | 0.28% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,609 | $481.0K | 0.10% | +554+52.5% | Added |
| BTC Capital Management, Inc. | 1,611 | $482.0K | 0.05% | −70−4.2% | Reduced |
| Bell Bank | 1,612 | $482.0K | 0.05% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,616 | $483.0K | 0.42% | 00.0% | Unchanged |
| Country Trust Bank | 1,615 | $483.0K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,615 | $483.0K | 0.10% | +600+59.1% | Added |
| Merrion Investment Management Co, LLC | 1,619 | $484.0K | 0.36% | −150−8.5% | Reduced |
| JJJ Advisors Inc. | 1,619 | $484.0K | 0.15% | +380+30.7% | Added |
| Strategic Investment Advisors | 1,622 | $485.0K | 0.09% | +281+21.0% | Added |
| Paragon Financial Partners, Inc. | 1,621 | $485.0K | 0.40% | +1,621 | New |
| Bell & Brown Wealth Advisors, LLC | 1,508 | $487.0K | 0.24% | +150+11.0% | Added |
| 1620 Investment Advisors, Inc. | 1,634 | $489.0K | 0.55% | +1,634 | New |
| MQS Management LLC | 1,640 | $490.0K | 0.79% | +1,640 | New |
| John G Ullman & Associates Inc | 1,648 | $493.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,648 | $493.0K | 0.17% | +100+6.5% | Added |
| Community Bank, N.A. | 1,648 | $493.0K | 0.06% | +848+106.0% | Added |
| Omnia Family Wealth, LLC | 1,653 | $494.0K | 0.30% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,652 | $494.0K | 0.10% | +866+110.2% | Added |
| Delphia (USA) Inc. | 1,652 | $494.0K | 0.53% | +1,652 | New |
| Walleye Capital LLC | 1,660 | $496.0K | 0.02% | −40−2.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,666 | $498.0K | 0.18% | +88+5.6% | Added |
| Coerente Capital Management | 1,677 | $501.0K | 0.09% | −687−29.1% | Reduced |
| Ethic Inc. | 1,676 | $501.0K | 0.04% | +443+35.9% | Added |
| Asset Planning Services, Ltd. | 1,685 | $504.0K | 0.23% | −832−33.1% | Reduced |
| Clarity Financial LLC | 1,687 | $504.0K | 0.08% | 00.0% | Unchanged |
| Unionview, LLC | 1,684 | $504.0K | 0.47% | +1,684 | New |
| New Millennium Group LLC | 1,692 | $506.0K | 0.38% | +1,692 | New |
| NCM Capital Management, LLC | 1,696 | $507.0K | 0.45% | +1,696 | New |
| Fermata Advisors, LLC | 1,701 | $509.0K | 0.19% | +215+14.5% | Added |
| Ironsides Asset Advisors, LLC | 1,705 | $510.0K | 0.14% | −200−10.5% | Reduced |
| Veracity Capital LLC | 1,705 | $510.0K | 0.21% | +20+1.2% | Added |
| Column Capital Advisors, LLC | 1,710 | $511.0K | 0.10% | −42−2.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $511.0K | 0.52% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,708 | $511.0K | 0.16% | +71+4.3% | Added |
| OLIO Financial Planning | 1,711 | $512.0K | 0.30% | +1,711 | New |
| HBC Financial Services, PLLC | 1,725 | $515.0K | 0.33% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,725 | $516.0K | 0.24% | +1,725 | New |
| Port Capital LLC | 1,730 | $517.0K | 0.03% | −629−26.7% | Reduced |
| Ambassador Advisors, LLC | 1,730 | $517.0K | 0.10% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 1,728 | $517.0K | 0.49% | +1,728 | New |
| Sugarloaf Wealth Management, LLC | 1,732 | $518.0K | 0.12% | −100−5.5% | Reduced |
| Level Financial Advisors, Inc. | 1,734 | $518.0K | 0.40% | +1,734 | New |
| TruWealth Advisors, LLC | 1,735 | $519.0K | 0.05% | −100−5.4% | Reduced |
| White Pine Capital LLC | 1,735 | $519.0K | 0.15% | 00.0% | Unchanged |
| Rollins Financial | 1,738 | $520.0K | 0.15% | +1,738 | New |
| Total Investment Management Inc | 1,742 | $521.0K | 0.09% | +500+40.3% | Added |
| Trillium Asset Management, LLC | 1,745 | $522.0K | 0.01% | +125+7.7% | Added |
| Powell Investment Advisors, LLC | 1,755 | $525.0K | 0.30% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,759 | $526.0K | 0.07% | −688−28.1% | Reduced |
| Ibex Wealth Advisors | 1,759 | $526.0K | 0.09% | −179−9.2% | Reduced |
| Twelve Points Wealth Management LLC | 1,758 | $526.0K | 0.43% | +1,758 | New |
| Hohimer Wealth Management, LLC | 1,764 | $527.0K | 0.11% | −150−7.8% | Reduced |
| Tempus Wealth Planning, LLC | 1,780 | $532.0K | 0.29% | 00.0% | Unchanged |
| Corundum Group, Inc. | 1,781 | $533.0K | 0.35% | +244+15.9% | Added |
| Boyar Asset Management Inc. | 1,785 | $534.0K | 0.32% | +329+22.6% | Added |
| Juncture Wealth Strategies, LLC | 1,790 | $535.0K | 0.25% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,795 | $537.0K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,800 | $538.0K | 0.55% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,800 | $538.0K | 0.33% | +326+22.1% | Added |
| Oxbow Advisors, LLC | 1,805 | $540.0K | 0.05% | −56,888−96.9% | Reduced |
| Single Point Partners, LLC | 1,808 | $541.0K | 0.14% | +1,808 | New |
| Cedar Wealth Management, LLC | 1,812 | $542.0K | 0.22% | +87+5.0% | Added |
| Bulltick Wealth Management, LLC | 1,814 | $542.4K | 0.11% | −906−33.3% | Reduced |
| ICONIQ Capital, LLC | 1,819 | $544.0K | 0.00% | +389+27.2% | Added |
| Aua Capital Management, LLC | 1,825 | $546.0K | 0.32% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,831 | $547.5K | 0.06% | +135+8.0% | Added |
| Clay Northam Wealth Management, LLC | 1,835 | $549.0K | 0.52% | +1,835 | New |
| Coastal Capital Group, Inc. | 1,841 | $550.0K | 0.12% | −78−4.1% | Reduced |
| Diamant Asset Management, Inc. | 1,840 | $550.0K | 0.40% | −5−0.3% | Reduced |
| Asset Planning Corporation | 1,840 | $550.0K | 0.47% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,840 | $550.0K | 0.15% | +175+10.5% | Added |
| Investmark Advisory Group LLC | 1,842 | $550.0K | 0.51% | +1,842 | New |
| Rockwood Wealth Management, LLC | 1,842 | $550.8K | 0.24% | +1,842 | New |
| Connolly Sarah T. | 1,845 | $552.0K | 0.31% | +50+2.8% | Added |
| Woodward Financial Advisors, Inc. | 1,847 | $552.3K | 0.56% | +1,847 | New |
| HM Capital Management, LLC | 1,848 | $553.0K | 0.21% | +1,103+148.1% | Added |
| Financial Planners of Cleveland, Inc. | 1,857 | $553.0K | 0.22% | +1,857 | New |
| McDaniel Terry & Co | 1,852 | $554.0K | 0.06% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,860 | $556.0K | 0.35% | +554+42.4% | Added |
| GeoWealth Management, LLC | 1,864 | $557.0K | 0.05% | +10+0.5% | Added |
| Meritage Group LP | 1,864 | $557.0K | 0.01% | +194+11.6% | Added |
| Ulland Investment Advisors, LLC | 1,865 | $558.0K | 0.36% | +1,865 | New |
| Rodgers Brothers Inc. | 1,870 | $559.0K | 0.10% | +270+16.9% | Added |
| Triune Financial Partners, LLC | 1,872 | $559.7K | 0.29% | +1,872 | New |
| Shepherd Financial Partners LLC | 1,874 | $560.0K | 0.10% | +240+14.7% | Added |
| WestHill Financial Advisors, Inc. | 1,881 | $562.0K | 0.16% | +200+11.9% | Added |
| Prentice Wealth Management LLC | 1,874 | $563.0K | 0.26% | −66−3.4% | Reduced |
| Fairfield, Bush & Co. | 1,882 | $563.0K | 0.27% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 1,883 | $563.0K | 0.35% | +336+21.7% | Added |