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, Q1 2022
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2022. 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
- 3,438
- +83 vs. Q4 2021
- Shares held
- 856.7M
- +3.99M (+0.5%) vs. Q4 2021
- Total value
- $300.8B
- +$48.2B (+19.1%) vs. Q4 2021
- New holders
- 194
- 1,396 more added
- Sold out
- 111
- 1,308 more reduced
46 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goodwin Investment Advisory | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Old North State Trust, LLC | 3 | $972 | 0.78% | −2,775−99.9% | Reduced |
| DRH Investments, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 2 | $1.00K | 0.00% | +2 | New |
| LFA - Lugano Financial Advisors SA | 10 | $3.00K | 0.00% | −150−93.8% | Reduced |
| Crestmont Private Wealth LLC | 10 | $4.00K | 0.00% | +10 | New |
| CFS Investment Advisory Services, LLC | 1,649,148 | $5.00K | 0.02% | +1,645,407+43,983.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 18 | $6.00K | 0.00% | −9−33.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $7.00K | 0.01% | −617−96.9% | Reduced |
| WestEnd Advisors, LLC | – | $7.41K | 0.00% | – | – |
| Solstein Capital, LLC | 30 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 38 | $13.4K | 0.01% | −8−17.4% | Reduced |
| Sawyer & Company, Inc | 49 | $17.0K | 0.01% | −40−44.9% | Reduced |
| Dravo Bay LLC | 51 | $18.0K | 0.01% | +51 | New |
| Psagot Value Holdings Ltd. / (Israel) | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $18.0K | 0.01% | −1−2.0% | Reduced |
| Win Advisors, Inc | 51 | $18.0K | 0.00% | +51 | New |
| CenterStar Asset Management, LLC | – | $19.0K | 0.01% | – | – |
| Stuart Chaussee & Associates, Inc. | 54 | $19.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 56 | $20.0K | 0.02% | +5+9.8% | Added |
| Siena Capital LLC | 56 | $20.0K | 0.01% | +56 | New |
| Kozak & Associates, Inc. | 67 | $22.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 76 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 95 | $33.0K | 0.01% | −1−1.0% | Reduced |
| Bray Capital Advisors | 97 | $34.0K | 0.01% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 100 | $35.0K | 0.01% | −54,573−99.8% | Reduced |
| Belmont Capital, LLC | 100 | $35.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $35.0K | 0.03% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Eukles Asset Management | 105 | $37.0K | 0.02% | +80+320.0% | Added |
| Halpern Financial, Inc. | 105 | $37.1K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 108 | $38.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 110 | $39.0K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 117 | $41.0K | 0.03% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 119 | $42.0K | 0.06% | −4,389−97.4% | Reduced |
| Lowe Wealth Advisors, LLC | 120 | $42.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 125 | $44.0K | 0.02% | 00.0% | Unchanged |
| Cordant, Inc. | 126 | $44.0K | 0.03% | +126 | New |
| Lloyd Advisory Services, LLC. | 128 | $45.0K | 0.02% | +23+21.9% | Added |
| McCarthy Grittinger Financial Group, LLC | 118 | $47.3K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 145 | $51.0K | 0.01% | −262−64.4% | Reduced |
| Hoey Investments, Inc | 144 | $51.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 170 | $60.0K | 0.06% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 177 | $62.0K | 0.00% | −25−12.4% | Reduced |
| Karlinski Andrew C | 180 | $64.0K | 0.12% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 184 | $65.0K | 0.04% | +160+666.7% | Added |
| Wilen Investment Management Corp. | 200 | $70.0K | 0.05% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 200 | $71.0K | 0.07% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 216 | $76.0K | 0.04% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 220 | $78.0K | 0.06% | +220 | New |
| Altshuler Shaham Ltd | 225 | $79.0K | 0.00% | −32−12.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 238 | $84.0K | 0.00% | +238 | New |
| Corbenic Partners LLC | 246 | $87.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 271 | $95.0K | 0.06% | +100+58.5% | Added |
| Silvant Capital Management LLC | 283 | $100.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 288 | $101.6K | 0.03% | +65+29.1% | Added |
| Interactive Financial Advisors | 300 | $106.0K | 0.05% | +150+100.0% | Added |
| IAG Wealth Partners, LLC | 314 | $111.0K | 0.03% | +40+14.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 317 | $112.0K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 325 | $115.0K | 0.07% | −100−23.5% | Reduced |
| Life Planning Partners, Inc | 330 | $117.0K | 0.12% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 336 | $119.0K | 0.00% | +336 | New |
| Advanced Research Investment Solutions, LLC | 350 | $124.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 367 | $130.0K | 0.06% | +33+9.9% | Added |
| Stephenson National Bank & Trust | 389 | $137.0K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 392 | $138.0K | 0.16% | +50+14.6% | Added |
| Hoese & Co LLP | 400 | $141.0K | 0.15% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 400 | $141.0K | 0.14% | +159+66.0% | Added |
| IndexIQ Advisors LLC | 402 | $142.0K | 0.01% | −11,035−96.5% | Reduced |
| Central Bank & Trust Co | 401 | $142.0K | 0.02% | −125−23.8% | Reduced |
| Holloway Wealth Management, LLC | – | $146.0K | 0.04% | – | – |
| Investors Research Corp | 417 | $147.0K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 425 | $150.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 425 | $150.0K | 0.14% | 00.0% | Unchanged |
| Parkside Investments, LLC | 430 | $151.0K | 0.03% | +430 | New |
| Cutler Capital Management, LLC | 430 | $152.0K | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 456 | $161.0K | 0.32% | 00.0% | Unchanged |
| Insight Financial Services | 469 | $165.0K | 0.15% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 471 | $166.0K | 0.12% | +11+2.4% | Added |
| Exchange Traded Concepts, LLC | 472 | $167.0K | 0.00% | −20,118−97.7% | Reduced |
| Cranbrook Wealth Management, LLC | 485 | $171.0K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 489 | $173.0K | 0.12% | +125+34.3% | Added |
| AlphaMark Advisors, LLC | 500 | $176.0K | 0.07% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 500 | $176.0K | 0.16% | 00.0% | Unchanged |
| Gladius Capital Management LP | 500 | $177.0K | 0.06% | +291+139.2% | Added |
| Sycomore Asset Management | 500 | $178.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 508 | $179.0K | 0.04% | −1,058−67.6% | Reduced |
| Cumberland Partners Ltd | 512 | $181.0K | 0.01% | −132−20.5% | Reduced |
| Hillsdale Investment Management Inc. | 519 | $183.0K | 0.01% | −90−14.8% | Reduced |
| Wolff Wiese Magana LLC | 528 | $187.0K | 0.13% | −20−3.6% | Reduced |
| Disciplined Investments, LLC | 529 | $187.0K | 0.08% | +84+18.9% | Added |
| Sit Investment Associates Inc | 533 | $188.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 534 | $188.5K | 0.13% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 535 | $189.0K | 0.01% | −28−5.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 539 | $190.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 549 | $194.0K | 0.07% | +250+83.6% | Added |
| Joseph P. Lucia & Associates, LLC | 558 | $197.0K | 0.12% | +558 | New |