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, 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
- +82 vs. Q4 2021
- Shares held
- 856.7M
- +3.98M (+0.5%) vs. Q4 2021
- Total value
- $300.8B
- +$48.2B (+19.1%) vs. Q4 2021
- New holders
- 193
- 1,396 more added
- Sold out
- 111
- 1,309 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 | 4,929 | $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, 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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 2,770 | $978.0K | 0.32% | 00.0% | Unchanged |
| Key Financial Inc | 2,775 | $979.0K | 0.49% | +68+2.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 2,776 | $980.0K | 0.58% | −100−3.5% | Reduced |
| Mason & Associates Inc | 2,783 | $982.0K | 0.30% | +1,620+139.3% | Added |
| Capital Market Strategies LLC | 2,784 | $983.0K | 0.85% | +303+12.2% | Added |
| Venturi Wealth Management, LLC | 2,790 | $985.0K | 0.08% | +1,557+126.3% | Added |
| Oakwell Private Wealth Management, LLC | 2,799 | $988.0K | 0.50% | +167+6.3% | Added |
| Pasadena Private Wealth, LLC | 2,805 | $990.0K | 0.32% | +50+1.8% | Added |
| Round Hill Asset Management | 2,815 | $993.0K | 0.52% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,819 | $994.0K | 0.52% | +562+24.9% | Added |
| Alerus Financial NA | 2,823 | $996.0K | 0.08% | −246−8.0% | Reduced |
| Silverlake Wealth Management LLC | 2,824 | $996.6K | 0.57% | +192+7.3% | Added |
| Affinity Capital Advisors, LLC | 2,825 | $997.0K | 0.31% | −450−13.7% | Reduced |
| First Dallas Securities Inc. | 2,825 | $997.0K | 0.56% | −50−1.7% | Reduced |
| Aprio Wealth Management, LLC | 2,829 | $998.0K | 0.38% | +106+3.9% | Added |
| Scissortail Wealth Management, LLC | 3,281 | $998.0K | 0.49% | +991+43.3% | Added |
| White Lighthouse Investment Management Inc. | 2,830 | $999.0K | 0.25% | +1,305+85.6% | Added |
| 626 Financial, LLC | 2,834 | $1.00M | 0.64% | −479−14.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,835 | $1.00M | 0.23% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,836 | $1.00M | 0.38% | −50−1.7% | Reduced |
| Beaton Management Co. Inc. | 2,846 | $1.00M | 0.62% | +74+2.7% | Added |
| Herold Advisors, Inc. | 2,850 | $1.01M | 0.36% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,852 | $1.01M | 0.91% | +160+5.9% | Added |
| Warner Financial, Inc | 2,458 | $1.01M | 0.82% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 2,863 | $1.01M | 0.41% | +2,863 | New |
| Long Run Wealth Advisors, LLC | 2,864 | $1.01M | 0.35% | +127+4.6% | Added |
| BlueCrest Capital Management Ltd | 2,866 | $1.01M | 0.08% | +2,866 | New |
| Courage Miller Partners, LLC | 2,869 | $1.01M | 0.40% | −2−0.1% | Reduced |
| TSFG, LLC | 2,868 | $1.01M | 0.37% | +1,358+89.9% | Added |
| Guerra Pan Advisors, LLC | 3,075 | $1.01M | 1.22% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 2,870 | $1.01M | 0.54% | −200−6.5% | Reduced |
| South Street Advisors LLC | 2,880 | $1.02M | 0.19% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,885 | $1.02M | 0.22% | +1,389+92.8% | Added |
| J. L. Bainbridge & Co., Inc. | 2,892 | $1.02M | 0.12% | +106+3.8% | Added |
| KFA Private Wealth Group, LLC | 2,904 | $1.02M | 0.51% | +353+13.8% | Added |
| BCK Partners, Inc. | 2,909 | $1.03M | 0.63% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,916 | $1.03M | 1.34% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,917 | $1.03M | 0.22% | +45+1.6% | Added |
| Aevitas Wealth Management, Inc. | 2,922 | $1.03M | 0.63% | −5−0.2% | Reduced |
| Affiance Financial, LLC | 2,936 | $1.04M | 0.50% | −40−1.3% | Reduced |
| One Charles Private Wealth Services, LLC | 2,947 | $1.04M | 0.65% | +559+23.4% | Added |
| Patron Partners Advisors, LLC | 2,953 | $1.04M | 0.71% | +86+3.0% | Added |
| Keeley-Teton Advisors, LLC | 2,958 | $1.04M | 0.11% | 00.0% | Unchanged |
| One Day In July LLC | 2,957 | $1.04M | 0.22% | +97+3.4% | Added |
| Financial Strategies Group, Inc. | 2,965 | $1.05M | 0.42% | +2,965 | New |
| Farley Capital L.P. | 2,966 | $1.05M | 0.99% | −1,900−39.0% | Reduced |
| DT Investment Partners, LLC | 2,967 | $1.05M | 0.14% | +1,208+68.7% | Added |
| First Bank & Trust | 2,970 | $1.05M | 0.32% | −91−3.0% | Reduced |
| Sterling Financial Planning, Inc. | 2,971 | $1.05M | 0.66% | −86−2.8% | Reduced |
| Permit Capital, LLC | 2,980 | $1.05M | 0.28% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 2,983 | $1.05M | 4.18% | +590+24.7% | Added |
| PAX Financial Group, LLC | 2,987 | $1.05M | 0.24% | −171−5.4% | Reduced |
| Puzo Michael J | 3,000 | $1.06M | 0.32% | −500−14.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,001 | $1.06M | 0.32% | −10−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 3,007 | $1.06M | 0.69% | −710−19.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,010 | $1.06M | 0.57% | +96+3.3% | Added |
| Polaris Wealth Advisory Group, LLC | 3,067 | $1.06M | 0.07% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,013 | $1.06M | 0.44% | +205+7.3% | Added |
| HM Capital Management, LLC | 3,013 | $1.06M | 0.39% | +1,165+63.0% | Added |
| UMA Financial Services, Inc. | 3,259 | $1.06M | 0.28% | −96−2.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,019 | $1.06M | 0.49% | +19+0.6% | Added |
| Indiana Trust & Investment Management CO | 3,023 | $1.07M | 0.51% | −55−1.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,025 | $1.07M | 0.44% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,028 | $1.07M | 0.68% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 3,030 | $1.07M | 0.76% | +1,860+159.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,035 | $1.07M | 0.29% | −1,255−29.3% | Reduced |
| LifeSteps Financial, Inc. | 3,039 | $1.07M | 0.79% | +160+5.6% | Added |
| PEAK6 Investments LLC | 3,044 | $1.07M | 0.03% | −27,532−90.0% | Reduced |
| McLean Asset Management Corp | 3,044 | $1.07M | 0.80% | −434−12.5% | Reduced |
| Fortress Wealth Group, LLC | 3,046 | $1.07M | 0.83% | −377−11.0% | Reduced |
| Grant Street Asset Management, Inc. | 3,045 | $1.07M | 0.60% | −73−2.3% | Reduced |
| First National Bank | 3,046 | $1.07M | 0.98% | +41+1.4% | Added |
| KLCM Advisors, Inc. | 3,049 | $1.08M | 0.23% | −37,339−92.5% | Reduced |
| Index Fund Advisors, Inc. | 3,054 | $1.08M | 0.08% | −73−2.3% | Reduced |
| Independent Family Office, LLC | 3,055 | $1.08M | 0.35% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,063 | $1.08M | 0.60% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,063 | $1.08M | 0.23% | −433−12.4% | Reduced |
| Sweet Financial Partners, LLC | 3,068 | $1.08M | 0.29% | +330+12.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,074 | $1.08M | 0.66% | +67+2.2% | Added |
| Foundations Investment Advisors, LLC | 3,156 | $1.09M | 0.04% | −99−3.0% | Reduced |
| Garrison Point Advisors, LLC | 3,090 | $1.09M | 0.76% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,091 | $1.09M | 0.30% | +61+2.0% | Added |
| Etfidea, LLC | 3,090 | $1.09M | 0.47% | +3,090 | New |
| Wealthquest Corp | 3,650 | $1.09M | 0.17% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 3,108 | $1.10M | 0.10% | +79+2.6% | Added |
| Geller Advisors LLC | 3,121 | $1.10M | 0.20% | −2,845−47.7% | Reduced |
| DFPG Investments, LLC | 3,176 | $1.10M | 0.43% | +55+1.8% | Added |
| Gould Asset Management LLC | 3,121 | $1.10M | 0.32% | +116+3.9% | Added |
| CoreFirst Bank & Trust | 3,123 | $1.10M | 0.75% | −323−9.4% | Reduced |
| Bank of Nova Scotia Trust Co | 3,128 | $1.10M | 0.10% | −126−3.9% | Reduced |
| tru Independence LLC | 3,127 | $1.10M | 0.30% | −11−0.4% | Reduced |
| Chelsea Counsel Co | 3,130 | $1.10M | 0.49% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 3,132 | $1.11M | 0.59% | +1,659+112.6% | Added |
| Essex LLC | 3,141 | $1.11M | 0.30% | +106+3.5% | Added |
| MKT Advisors LLC | 3,544 | $1.11M | 0.84% | +459+14.9% | Added |
| Paragon Private Wealth Management, LLC | 3,553 | $1.11M | 1.08% | +850+31.4% | Added |
| Farmers National Bank | 3,145 | $1.11M | 0.38% | −79−2.5% | Reduced |
| St. James Investment Advisors, LLC | 3,145 | $1.11M | 0.89% | +931+42.1% | Added |
| Narus Financial Partners, LLC | 3,149 | $1.11M | 0.62% | +3,149 | New |
| Apexium Financial, LP | 3,402 | $1.11M | 0.58% | 00.0% | Unchanged |