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 |
|---|---|---|---|---|---|
| Huntington National Bank | 132,666 | $39.7M | 0.36% | −7,244−5.2% | Reduced |
| Capital Advisors Inc | 132,654 | $39.7M | 1.06% | +21,598+19.4% | Added |
| LGT Group Foundation | 132,339 | $39.6M | 1.02% | +132,339 | New |
| Ruffer LLP | 130,831 | $39.5M | 0.95% | −725−0.6% | Reduced |
| Norris Perne & French LLP | 130,651 | $39.1M | 3.03% | +1,720+1.3% | Added |
| PYA Waltman Capital, LLC | 130,638 | $39.1M | 20.14% | −205−0.2% | Reduced |
| Lafayette Investments, Inc. | 130,544 | $39.0M | 9.75% | −1,306−1.0% | Reduced |
| Jane Street Group, LLC | 129,712 | $38.8M | 0.07% | +6,683+5.4% | Added |
| Rothschild & Co Asset Management US Inc. | 128,902 | $38.5M | 0.45% | −389−0.3% | Reduced |
| WealthPLAN Partners, LLC | 122,747 | $38.4M | 2.53% | +1,967+1.6% | Added |
| Philadelphia Trust Co | 127,480 | $38.1M | 2.76% | −7,835−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 126,975 | $38.0M | 0.67% | −786−0.6% | Reduced |
| King Luther Capital Management Corp | 125,836 | $37.6M | 0.17% | −12,047−8.7% | Reduced |
| Stack Financial Management, Inc | 125,750 | $37.6M | 3.24% | −182−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 124,736 | $37.3M | 0.08% | +33,696+37.0% | Added |
| Westpac Banking Corp | 123,913 | $37.0M | 0.38% | +77,084+164.6% | Added |
| Sequoia Financial Advisors, LLC | 123,836 | $37.0M | 1.01% | +64,972+110.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 123,333 | $36.9M | 13.67% | −3,111−2.5% | Reduced |
| Tredje AP-fonden | 122,105 | $36.5M | 0.71% | 00.0% | Unchanged |
| Bokf, NA | 121,492 | $36.3M | 0.56% | +1,418+1.2% | Added |
| Harvey Investment Co LLC | 120,329 | $36.0M | 4.17% | −120−0.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 119,977 | $35.9M | 2.02% | +37,172+44.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 119,749 | $35.8M | 2.96% | −60,449−33.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 119,206 | $35.6M | 12.07% | +1,047+0.9% | Added |
| Welch & Forbes LLC | 118,306 | $35.4M | 0.53% | +2,254+1.9% | Added |
| Gofen & Glossberg LLC | 118,235 | $35.4M | 0.76% | +1,830+1.6% | Added |
| Regentatlantic Capital LLC | 117,307 | $35.1M | 0.98% | −80.0% | Reduced |
| Foundation Resource Management Inc | 116,168 | $34.7M | 6.75% | −320−0.3% | Reduced |
| Xponance, Inc. | 115,961 | $34.7M | 0.54% | −15,882−12.0% | Reduced |
| Candriam Luxembourg S.C.A. | 115,801 | $34.6M | 0.22% | −9,381−7.5% | Reduced |
| Segment Wealth Management, LLC | 115,477 | $34.5M | 3.62% | +1,683+1.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 115,364 | $34.5M | 4.90% | +565+0.5% | Added |
| Magnolia Group, LLC | 115,336 | $34.5M | 4.92% | +115,336 | New |
| Saybrook Capital | 115,002 | $34.4M | 8.65% | +725+0.6% | Added |
| Cook & Bynum Capital Management, LLC | 114,960 | $34.4M | 28.43% | 00.0% | Unchanged |
| Academy Capital Management Inc | 114,940 | $34.4M | 5.34% | −626−0.5% | Reduced |
| Fiduciary Trust Co | 114,827 | $34.3M | 0.56% | +2,105+1.9% | Added |
| Louisiana State Employees Retirement System | 114,800 | $34.3M | 0.75% | −600−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 114,319 | $34.2M | 20.00% | −338−0.3% | Reduced |
| Trust Co of Vermont | 114,229 | $34.2M | 2.15% | +498+0.4% | Added |
| Covington Capital Management | 113,737 | $34.0M | 1.17% | −1,062−0.9% | Reduced |
| Shell Asset Management Co | 113,592 | $34.0M | 0.70% | −1,249−1.1% | Reduced |
| New Mexico Educational Retirement Board | 113,257 | $33.9M | 1.14% | −7,900−6.5% | Reduced |
| Baader Bank INC | 112,477 | $33.6M | 2.65% | +112,477 | New |
| AE Wealth Management LLC | 112,120 | $33.5M | 0.23% | +4,168+3.9% | Added |
| Thomasville National Bank | 112,071 | $33.5M | 3.20% | +778+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 111,770 | $33.4M | 0.64% | −3,897−3.4% | Reduced |
| Elgethun Capital Management | 110,567 | $33.3M | 11.63% | +1,262+1.2% | Added |
| Spears Abacus Advisors LLC | 110,660 | $33.1M | 2.23% | +1,232+1.1% | Added |
| Cetera Advisors LLC | 110,613 | $33.1M | 0.67% | −4,994−4.3% | Reduced |
| Kentucky Retirement Systems | 110,550 | $33.1M | 1.34% | +2,349+2.2% | Added |
| Washington Trust Advisors, Inc. | 109,570 | $32.8M | 2.22% | +109,570 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 109,354 | $32.7M | 0.16% | −4,450−3.9% | Reduced |
| Retirement Group, LLC | 109,316 | $32.7M | 14.29% | +10,481+10.6% | Added |
| New Capital Management LP | 108,803 | $32.5M | 16.90% | −5,460−4.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 108,452 | $32.4M | 6.02% | −231−0.2% | Reduced |
| Grandfield & Dodd, LLC | 108,253 | $32.4M | 2.08% | +641+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 107,219 | $32.1M | 0.62% | −4,779−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 185,803 | $31.5M | 1.72% | +505+0.3% | Added |
| Heritage Wealth Advisors | 104,904 | $31.4M | 1.72% | +14,670+16.3% | Added |
| Culbertson A N & Co Inc | 104,737 | $31.3M | 5.90% | +301+0.3% | Added |
| Ervin Investment Management, LLC | 104,282 | $31.2M | 24.93% | +104,282 | New |
| Federated Hermes, Inc. | 104,038 | $31.1M | 0.06% | +71,568+220.4% | Added |
| Smith, Salley & Associates | 104,019 | $31.1M | 2.20% | +440+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 103,934 | $31.1M | 2.30% | −78−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 102,793 | $30.7M | 1.00% | +2,592+2.6% | Added |
| SFMG, LLC | 102,401 | $30.6M | 2.98% | −3,849−3.6% | Reduced |
| Allstate Corp | 102,303 | $30.6M | 0.58% | +57,663+129.2% | Added |
| Avantax Advisory Services, Inc. | 102,299 | $30.6M | 0.46% | +2,623+2.6% | Added |
| Portland Investment Counsel Inc. | 101,581 | $30.4M | 13.25% | 00.0% | Unchanged |
| Cerity Partners LLC | 113,272 | $30.4M | 0.46% | +35,537+45.7% | Added |
| Lincoln Capital LLC | 101,278 | $30.3M | 7.49% | +401+0.4% | Added |
| South State Corp. | 100,861 | $30.2M | 2.35% | −1,470−1.4% | Reduced |
| Kemnay Advisory Services Inc. | 100,727 | $30.1M | 4.23% | −11,188−10.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 100,480 | $30.0M | 5.89% | +907+0.9% | Added |
| MAI Capital Management | 100,415 | $30.0M | 0.49% | +15,470+18.2% | Added |
| Worldquant Millennium Advisors LLC | 100,291 | $30.0M | 0.60% | +49,206+96.3% | Added |
| Waverton Investment Management Ltd | 99,780 | $29.8M | 0.95% | −14,865−13.0% | Reduced |
| First Nebraska Trust Co | 99,717 | $29.8M | 3.59% | −1,292−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 99,639 | $29.8M | 0.82% | +7,258+7.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 99,244 | $29.7M | 0.06% | −264,082−72.7% | Reduced |
| Regions Financial Corp | 98,805 | $29.5M | 0.23% | −4,389−4.3% | Reduced |
| Cadinha & Co LLC | 98,660 | $29.5M | 3.97% | −7,114−6.7% | Reduced |
| Gamble Jones Investment Counsel | 98,439 | $29.4M | 1.74% | −2,100−2.1% | Reduced |
| White Pine Investment CO | 98,037 | $29.3M | 9.75% | −1,797−1.8% | Reduced |
| Pinnacle Associates Ltd | 97,781 | $29.2M | 0.50% | +30,768+45.9% | Added |
| JFS Wealth Advisors, LLC | 97,758 | $29.2M | 2.76% | −1,101−1.1% | Reduced |
| Greenbrier Partners Capital Management, LLC | 97,053 | $29.0M | 2.50% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 96,911 | $29.0M | 26.06% | +96,911 | New |
| Farmers & Merchants Investments Inc | 96,018 | $28.7M | 1.07% | −355−0.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 95,782 | $28.6M | 6.56% | −136−0.1% | Reduced |
| Professional Advisory Services Inc | 95,529 | $28.6M | 3.88% | +628+0.7% | Added |
| Pacer Advisors, Inc. | 95,112 | $28.4M | 0.29% | −15,203−13.8% | Reduced |
| Cresset Asset Management, LLC | 94,942 | $28.4M | 0.27% | +27,619+41.0% | Added |
| Illinois Municipal Retirement Fund | 94,937 | $28.4M | 0.79% | −18,516−16.3% | Reduced |
| Nichols & Pratt Advisers LLP | 94,816 | $28.4M | 1.96% | −210−0.2% | Reduced |
| Altrinsic Global Advisors LLC | 94,684 | $28.3M | 0.90% | −18,914−16.6% | Reduced |
| Wintrust Investments LLC | 94,659 | $28.3M | 2.69% | +94,659 | New |
| Wealthfront Advisers LLC | 93,710 | $28.0M | 0.12% | +6,516+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 93,186 | $27.9M | 0.58% | +3,144+3.5% | Added |