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 |
|---|---|---|---|---|---|
| Von Berge Wealth Management Group, LLC | 1,799 | $563.0K | 0.52% | +1,799 | New |
| Alliance Wealth Advisors, LLC | 1,885 | $564.0K | 0.46% | −1−0.1% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $564.0K | 0.51% | 00.0% | Unchanged |
| Bollard Group LLC | 1,900 | $568.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,905 | $570.0K | 0.14% | +9+0.5% | Added |
| Day & Ennis, LLC | 1,909 | $571.0K | 0.19% | +116+6.5% | Added |
| Monument Capital Management | 1,913 | $572.0K | 0.18% | −417−17.9% | Reduced |
| Vantage Consulting Group Inc | 1,914 | $572.0K | 0.15% | +50+2.7% | Added |
| Syntax Advisors, LLC | 1,914 | $572.0K | 0.42% | +1,914 | New |
| Hirtle Callaghan & Co LLC | 1,918 | $573.0K | 0.03% | +1,918 | New |
| Affinity Investment Advisors, LLC | 1,917 | $573.0K | 0.23% | +1,917 | New |
| Probity Advisors, Inc. | 1,921 | $574.0K | 0.11% | −48−2.4% | Reduced |
| HBW Advisory Services LLC | 1,924 | $575.0K | 0.13% | −78−3.9% | Reduced |
| Security Financial Services, INC. | 1,925 | $576.0K | 0.19% | +1,925 | New |
| OneAscent Wealth Management LLC | 1,938 | $579.0K | 1.44% | +1,938 | New |
| ERn Financial, LLC | 1,941 | $580.0K | 0.13% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,942 | $581.0K | 0.28% | −37−1.9% | Reduced |
| Continental Investors Services, Inc. | 1,645 | $581.0K | 1.55% | +1,645 | New |
| MEMBERS Trust Co | 1,947 | $582.0K | 0.02% | −250−11.4% | Reduced |
| Capital CS Group, LLC | 1,950 | $583.0K | 0.46% | 00.0% | Unchanged |
| United Bank | 1,950 | $583.0K | 0.07% | +44+2.3% | Added |
| Agate Pass Investment Management, LLC | 1,951 | $583.0K | 0.36% | +1,951 | New |
| Austin Private Wealth, LLC | 1,953 | $584.0K | 0.12% | −7−0.4% | Reduced |
| Choice Wealth Advisors, LLC | 1,952 | $584.0K | 0.43% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,953 | $584.0K | 0.49% | +1,953 | New |
| Wealthgate Family Office, LLC | 1,960 | $586.0K | 0.91% | −30−1.5% | Reduced |
| Bridgecreek Investment Management, LLC | 1,964 | $587.0K | 0.08% | +250+14.6% | Added |
| Clearview Wealth Advisors LLC | 1,970 | $589.0K | 0.36% | −410−17.2% | Reduced |
| Atwater Malick LLC | 1,974 | $590.0K | 0.27% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 1,974 | $590.0K | 0.11% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 1,840 | $591.0K | 0.68% | +1,840 | New |
| Cedar Mountain Advisors, LLC | 1,988 | $594.0K | 0.18% | +340+20.6% | Added |
| Vanguard Capital Wealth Advisors | 1,991 | $595.0K | 0.43% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,991 | $595.0K | 0.14% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,994 | $596.0K | 0.33% | −2,003−50.1% | Reduced |
| Leisure Capital Management | 1,995 | $597.0K | 0.27% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 1,998 | $597.0K | 0.53% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,997 | $597.0K | 0.55% | +1,997 | New |
| Resource Consulting Group Inc | 2,008 | $600.0K | 0.21% | +2,008 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,013 | $602.0K | 0.19% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,012 | $602.0K | 0.28% | +569+39.4% | Added |
| David R. Rahn & Associates Inc. | 2,015 | $602.0K | 0.27% | +774+62.4% | Added |
| Winslow Asset Management Inc | 2,019 | $604.0K | 0.11% | −75−3.6% | Reduced |
| Forum Financial Management, LP | 2,023 | $605.0K | 0.03% | +2,023 | New |
| USAdvisors Wealth Management, LLC | 2,028 | $606.0K | 0.25% | +740+57.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,029 | $607.0K | 0.54% | +2,029 | New |
| BlackDiamond Wealth Management Inc. | 2,030 | $607.0K | 0.70% | +2,030 | New |
| Cascade Investment Advisors, Inc. | 2,031 | $607.3K | 0.36% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,035 | $608.0K | 0.33% | −240−10.5% | Reduced |
| Ogorek Anthony Joseph | 2,038 | $609.0K | 0.26% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $609.0K | 0.58% | 00.0% | Unchanged |
| Eclectic Associates Inc | 2,036 | $609.0K | 0.39% | +134+7.0% | Added |
| Anderson Hoagland & Co | 2,010 | $610.0K | 0.08% | −68−3.3% | Reduced |
| Wellspring Financial Advisors, LLC | 2,045 | $611.0K | 0.17% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 2,046 | $612.0K | 0.51% | −20−1.0% | Reduced |
| Warther Private Wealth, LLC | 2,037 | $613.0K | 0.45% | −46−2.2% | Reduced |
| Chesapeake Wealth Management | 2,050 | $613.0K | 0.21% | +975+90.7% | Added |
| Gouws Capital LLC | 2,050 | $613.0K | 0.49% | +2,050 | New |
| Arbor Investment Advisors, LLC | 2,055 | $614.0K | 0.11% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,065 | $617.0K | 0.29% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 2,065 | $617.0K | 0.20% | 00.0% | Unchanged |
| Kidder Stephen W | 2,068 | $618.0K | 0.19% | −1,250−37.7% | Reduced |
| Chemistry Wealth Management LLC | 2,067 | $618.0K | 0.52% | +2,067 | New |
| Next Level Private LLC | 2,067 | $618.0K | 0.52% | +2,067 | New |
| Asset Planning Services Inc | 2,075 | $620.0K | 0.33% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,079 | $622.0K | 0.13% | 00.0% | Unchanged |
| Arvest Trust Co N A | 2,081 | $622.0K | 0.03% | +2,081 | New |
| Harbor Group, Inc. | 2,082 | $623.0K | 0.37% | 00.0% | Unchanged |
| CPR Investments Inc. | 2,087 | $624.0K | 0.45% | +2,087 | New |
| Crew Capital Management, Ltd. | 2,090 | $625.0K | 0.53% | −200−8.7% | Reduced |
| Zions Bancorporation, N.A. | 2,092 | $625.0K | 0.06% | −25−1.2% | Reduced |
| Ellenbecker Investment Group | 2,094 | $626.0K | 0.17% | +117+5.9% | Added |
| Objective Capital Management, LLC | 2,093 | $626.0K | 0.44% | +2,093 | New |
| Centric Wealth Management | 2,096 | $627.0K | 0.21% | +25+1.2% | Added |
| Financial Advisory Corp | 2,096 | $627.0K | 0.30% | +2,096 | New |
| Dearborn Partners LLC | 2,102 | $628.0K | 0.02% | −75−3.4% | Reduced |
| Insight Folios Inc | 2,110 | $631.0K | 0.30% | −37−1.7% | Reduced |
| Cape Ann Savings Bank | 2,116 | $633.0K | 0.38% | −177−7.7% | Reduced |
| Capital Investment Services of America, Inc. | 2,125 | $635.0K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,127 | $636.0K | 0.08% | −404−16.0% | Reduced |
| Sentinel Pension Advisors Inc | 2,132 | $637.0K | 0.20% | +2,132 | New |
| Wayfinding Financial, LLC | 2,074 | $638.0K | 0.51% | +2,074 | New |
| Dempze Nancy E | 2,136 | $639.0K | 0.43% | −150−6.6% | Reduced |
| ERTS Wealth Advisors, LLC | 2,141 | $639.0K | 0.15% | −102−4.5% | Reduced |
| Verus Financial Partners, Inc. | 2,139 | $640.0K | 0.08% | −111−4.9% | Reduced |
| Darwin Advisors, LLC | 2,062 | $641.0K | 0.10% | −224−9.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,143 | $641.0K | 0.30% | +550+34.5% | Added |
| Keating Investment Counselors Inc | 2,146 | $642.0K | 0.28% | 00.0% | Unchanged |
| SimpliFi, Inc. | 2,150 | $643.0K | 0.28% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,155 | $644.0K | 0.16% | +164+8.2% | Added |
| Carl Stuart Investment Advisor, Inc | 2,158 | $645.0K | 0.47% | +2,158 | New |
| Trellis Advisors, LLC | 2,167 | $648.0K | 0.31% | −45−2.0% | Reduced |
| Chilton Capital Management LLC | 2,166 | $648.0K | 0.03% | +103+5.0% | Added |
| McGowan Group Asset Management, Inc. | 2,169 | $649.0K | 0.11% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,175 | $650.0K | 0.08% | +515+31.0% | Added |
| Valley Brook Capital Group | 2,185 | $653.0K | 0.56% | 00.0% | Unchanged |
| Rinkey Investments | 2,040 | $653.0K | 0.60% | +2,040 | New |
| Bigelow Investment Advisors, LLC | 2,188 | $654.0K | 0.30% | −162−6.9% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,188 | $654.0K | 0.57% | +2,188 | New |
| Concentric Wealth Management, LLC | 2,192 | $655.0K | 0.18% | 00.0% | Unchanged |