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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 2,403 | $656.0K | 0.35% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,194 | $656.0K | 0.58% | −3−0.1% | Reduced |
| JB Capital LLC | 2,197 | $656.9K | 0.07% | +27+1.2% | Added |
| Matisse Capital | 2,205 | $659.0K | 0.46% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,204 | $659.0K | 0.11% | +105+5.0% | Added |
| TCM Advisors, LLC | 2,200 | $659.0K | 0.58% | +2,200 | New |
| Cadence Bank NA | 2,209 | $660.0K | 0.18% | +165+8.1% | Added |
| St. James Investment Advisors, LLC | 2,214 | $662.0K | 0.49% | +2,214 | New |
| Van Strum & Towne Inc. | 2,223 | $665.0K | 0.24% | +100+4.7% | Added |
| Signature Estate & Investment Advisors LLC | 2,222 | $665.0K | 0.03% | +107+5.1% | Added |
| Wellington Shields Capital Management, LLC | 2,225 | $665.0K | 0.09% | +250+12.7% | Added |
| Retirement Planning Group | 2,232 | $667.0K | 0.06% | +527+30.9% | Added |
| Key Client Fiduciary Advisors, LLC | 2,230 | $667.0K | 0.56% | +2,230 | New |
| Sound Income Strategies, LLC | 2,235 | $668.0K | 0.08% | −306−12.0% | Reduced |
| AlphaCore Capital LLC | 2,238 | $669.0K | 0.29% | +1,529+215.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,244 | $671.0K | 0.16% | +125+5.9% | Added |
| Access Financial Services, Inc. | 2,243 | $671.0K | 0.30% | +260+13.1% | Added |
| Rex Capital Advisors, LLC | 2,250 | $673.0K | 0.35% | −1,000−30.8% | Reduced |
| Adams Chetwood Wealth Management LLC | 2,252 | $673.0K | 0.46% | −156−6.5% | Reduced |
| Willis Johnson & Associates, Inc. | 2,250 | $673.0K | 0.09% | −55−2.4% | Reduced |
| American Assets Investment Management, LLC | 2,250 | $673.0K | 0.07% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,257 | $674.0K | 0.33% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,262 | $676.0K | 0.30% | +652+40.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,263 | $677.0K | 0.22% | −220−8.9% | Reduced |
| Creative Financial Designs Inc | 2,269 | $679.0K | 0.10% | −37−1.6% | Reduced |
| Compass Advisory Group LLC | 2,269 | $679.0K | 0.37% | 00.0% | Unchanged |
| First United Bank Trust | 2,274 | $680.0K | 0.25% | +90+4.1% | Added |
| Centerpoint Advisors, LLC | 2,275 | $680.0K | 0.30% | +1,425+167.6% | Added |
| Congress Asset Management Co | 2,278 | $681.0K | 0.01% | −1,234−35.1% | Reduced |
| BCJ Capital Management, LLC | 2,282 | $682.0K | 0.06% | +23+1.0% | Added |
| Noesis Capital Mangement Corp | 2,286 | $684.0K | 0.14% | −1,373−37.5% | Reduced |
| Silicon Valley Capital Partners | 2,288 | $684.0K | 0.11% | +134+6.2% | Added |
| Scissortail Wealth Management, LLC | 2,290 | $685.0K | 0.26% | +2,290 | New |
| Cadent Capital Advisors, LLC | 2,295 | $686.0K | 0.30% | −300−11.6% | Reduced |
| Prudential PLC | 2,299 | $687.0K | 0.01% | −1,506−39.6% | Reduced |
| Gitterman Wealth Management, LLC | 2,300 | $688.0K | 0.51% | +400+21.1% | Added |
| Astrantus Ltd | 2,300 | $688.0K | 0.51% | +2,300 | New |
| Kolinsky Wealth Management, LLC | 2,302 | $688.0K | 0.64% | +2,302 | New |
| Asahi Life Asset Management Co., Ltd. | 2,305 | $689.0K | 0.09% | −180−7.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,303 | $689.0K | 0.38% | +70+3.1% | Added |
| Horst & Graben Wealth Management LLC | 2,307 | $690.0K | 0.17% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,310 | $690.7K | 0.15% | −93−3.9% | Reduced |
| Element Wealth, LLC | 2,314 | $692.0K | 0.52% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,315 | $692.0K | 0.96% | +2,315 | New |
| Amplius Wealth Advisors, LLC | 2,316 | $692.0K | 0.10% | +2,316 | New |
| Lutz Financial Services LLC | 2,319 | $693.0K | 0.09% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,326 | $695.0K | 0.05% | −6,818−74.6% | Reduced |
| Sage Rhino Capital LLC | 2,326 | $695.0K | 0.19% | +34+1.5% | Added |
| Landaas & Co | 2,330 | $697.0K | 0.37% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,332 | $697.0K | 0.30% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 2,332 | $697.0K | 0.21% | +110+5.0% | Added |
| Colorado Capital Management, Inc. | 2,330 | $699.0K | 0.47% | +2+0.1% | Added |
| Kalos Management, Inc. | 2,434 | $700.0K | 0.19% | +200+9.0% | Added |
| Duncker Streett & Co Inc | 2,348 | $702.0K | 0.12% | −30−1.3% | Reduced |
| Wealthspan Partners, LLC | 2,351 | $703.0K | 0.62% | +2,351 | New |
| Activest Wealth Management | 2,354 | $704.0K | 0.44% | −648−21.6% | Reduced |
| Triad Investment Management | 2,355 | $704.0K | 0.64% | +2,355 | New |
| Atlantic Trust, LLC | 2,366 | $707.0K | 0.42% | −97−3.9% | Reduced |
| Palisade Asset Management, LLC | 2,365 | $707.0K | 0.08% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,374 | $709.8K | 0.21% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,382 | $712.0K | 0.06% | +2,382 | New |
| Broadleaf Partners, LLC | 2,384 | $713.0K | 0.22% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,384 | $713.0K | 0.19% | +2,384 | New |
| Accurate Wealth Management, LLC | 2,445 | $714.0K | 0.59% | −169−6.5% | Reduced |
| One Charles Private Wealth Services, LLC | 2,388 | $714.0K | 0.41% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,391 | $715.0K | 0.18% | 00.0% | Unchanged |
| Vista Investment Management | 2,390 | $715.0K | 0.39% | +14+0.6% | Added |
| Oak Asset Management, LLC | 2,393 | $716.0K | 0.27% | +99+4.3% | Added |
| Pluribus Labs, LLC | 2,393 | $716.0K | 0.76% | +2,393 | New |
| Heritage Investment Group, Inc. | 2,395 | $716.0K | 0.56% | +2,395 | New |
| Strategic Wealth Designers | 2,399 | $717.0K | 0.19% | −728−23.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,393 | $717.0K | 0.12% | +1,532+177.9% | Added |
| Radnor Capital Management, LLC | 2,401 | $718.0K | 0.18% | +2,401 | New |
| Riggs Asset Managment Co. Inc. | 2,405 | $719.0K | 0.19% | −50−2.0% | Reduced |
| Wolff Financial Management LLC | 2,411 | $721.0K | 0.27% | +2,411 | New |
| IAM Advisory, LLC | 2,263 | $722.0K | 0.29% | −267−10.6% | Reduced |
| Legacy Bridge, LLC | 2,416 | $722.0K | 0.38% | −50−2.0% | Reduced |
| Hofer & Associates. Inc | 2,416 | $722.0K | 0.65% | +2,416 | New |
| Mascoma Wealth Management LLC | 2,436 | $728.0K | 0.25% | −40−1.6% | Reduced |
| KG&L Capital Management,LLC | 2,444 | $731.0K | 0.29% | +170+7.5% | Added |
| Warner Financial, Inc | 2,458 | $735.0K | 0.61% | +2,458 | New |
| RNC Capital Management LLC | 2,473 | $739.0K | 0.04% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,346 | $739.0K | 0.26% | +2,346 | New |
| Capital Market Strategies LLC | 2,481 | $742.0K | 0.61% | +2,481 | New |
| Clarkston Capital Partners, LLC | 2,486 | $743.0K | 0.01% | +14+0.6% | Added |
| Investment Advisory Group, LLC | 2,324 | $743.0K | 0.48% | +2,324 | New |
| Gleason Group, Inc. | 2,497 | $747.0K | 0.24% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 2,498 | $747.0K | 0.51% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 2,500 | $747.0K | 0.12% | +2,500 | New |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 2,501 | $748.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,505 | $749.0K | 1.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,509 | $750.0K | 0.07% | −10−0.4% | Reduced |
| Crown Wealth Group, LLC | 2,510 | $750.0K | 0.70% | +2,510 | New |
| CenterBook Partners LP | 2,507 | $750.0K | 0.44% | +2,507 | New |
| SkyOak Wealth, LLC | 2,515 | $752.0K | 0.19% | −54−2.1% | Reduced |
| Madison Wealth Partners, Inc | 2,515 | $752.0K | 0.38% | +20+0.8% | Added |
| Ignite Planners, LLC | 2,343 | $752.0K | 0.49% | +2,343 | New |
| South Shore Capital Advisors | 2,521 | $753.0K | 1.23% | +320+14.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 2,530 | $756.0K | 0.60% | −100−3.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,530 | $756.0K | 0.33% | 00.0% | Unchanged |