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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 745 | $263.0K | 0.01% | +745 | New |
| FAI Wealth Management | 750 | $264.0K | 0.21% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 750 | $265.0K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 750 | $265.0K | 0.09% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $265.0K | 0.16% | +282+60.3% | Added |
| Clear Street Markets LLC | 750 | $265.0K | 0.08% | +750 | New |
| First Pacific Financial | 751 | $265.0K | 0.14% | +751 | New |
| Fractal Investments LLC | 750 | $265.0K | 0.08% | +750 | New |
| Peninsula Asset Management Inc | 757 | $267.0K | 0.14% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 756 | $267.0K | 0.34% | +15+2.0% | Added |
| Earnest Partners LLC | 759 | $268.0K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 759 | $268.0K | 0.01% | +759 | New |
| Sentinel Pension Advisors Inc | 762 | $269.0K | 0.09% | −1,370−64.3% | Reduced |
| HFG Advisors, Inc. | 763 | $269.0K | 0.31% | +5+0.7% | Added |
| Wealthstream Advisors, Inc. | 761 | $269.0K | 0.24% | +761 | New |
| Loomis Sayles & Co L P | 764 | $270.0K | 0.00% | −634−45.4% | Reduced |
| QCM Cayman, Ltd. | 764 | $270.0K | 1.18% | −26−3.3% | Reduced |
| Steward Financial Group LLC | 767 | $270.0K | 0.24% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 766 | $270.0K | 0.04% | +766 | New |
| Barnett & Company, Inc. | 769 | $271.0K | 0.19% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 769 | $271.0K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 767 | $271.0K | 0.21% | +5+0.7% | Added |
| Power Corp of Canada | 770 | $272.0K | 0.02% | +770 | New |
| Spartan Planning & Wealth Management | 770 | $272.0K | 0.34% | +770 | New |
| Doliver Advisors, LP | 779 | $275.0K | 0.09% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 781 | $276.0K | 0.03% | −68−8.0% | Reduced |
| Alamar Capital Management, LLC | 781 | $276.0K | 0.23% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 783 | $276.0K | 0.17% | +400+104.4% | Added |
| Chiron Capital Management, LLC | 786 | $277.0K | 0.17% | −10−1.3% | Reduced |
| Grand Wealth Management, LLC | 784 | $277.0K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 788 | $278.0K | 0.13% | −609−43.6% | Reduced |
| New England Professional Planning Group Inc. | 793 | $278.0K | 0.17% | −216−21.4% | Reduced |
| Petix & Botte Co | 788 | $278.0K | 0.09% | +788 | New |
| Sutton Place Investors LLC | 829 | $278.0K | 0.33% | +829 | New |
| Stone Asset Management Inc. | 791 | $279.0K | 0.16% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 790 | $279.0K | 0.10% | +60+8.2% | Added |
| Elevated Capital Advisors, LLC | 794 | $280.0K | 0.09% | +794 | New |
| Hilton Capital Management, LLC | 800 | $282.0K | 0.03% | 00.0% | Unchanged |
| Notis-McConarty Edward | 800 | $282.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 800 | $282.0K | 0.29% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 802 | $283.0K | 0.17% | −50−5.9% | Reduced |
| Adalta Capital Management LLC | 803 | $283.0K | 0.14% | +250+45.2% | Added |
| Operose Advisors LLC | 802 | $283.0K | 0.20% | +650+427.6% | Added |
| Townsend & Associates, Inc | 807 | $285.0K | 0.13% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 807 | $285.0K | 0.07% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 808 | $285.0K | 0.19% | +82+11.3% | Added |
| Svenska Handelsbanken AB (publ) | 810 | $286.0K | 1.56% | −785−49.2% | Reduced |
| Friedenthal Financial | 810 | $286.0K | 0.17% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 815 | $288.0K | 0.03% | −215−20.9% | Reduced |
| Bay Rivers Group | 820 | $289.0K | 0.21% | −100−10.9% | Reduced |
| Full Sail Capital, LLC | 820 | $289.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 818 | $289.0K | 0.08% | −8−1.0% | Reduced |
| Claraphi Advisory Network, LLC | 818 | $289.0K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 822 | $290.0K | 0.07% | 00.0% | Unchanged |
| Motive Wealth Advisors | 822 | $290.0K | 0.20% | +822 | New |
| Iron Horse Wealth Management, LLC | 825 | $291.0K | 0.16% | 00.0% | Unchanged |
| apricus wealth, LLC | 834 | $291.0K | 0.24% | +834 | New |
| Empirical Asset Management, LLC | 831 | $293.0K | 0.28% | +78+10.4% | Added |
| SWS Partners | 838 | $296.0K | 0.19% | +838 | New |
| Wealthcare Capital Management LLC | 845 | $298.0K | 0.03% | +845 | New |
| Onyx Bridge Wealth Group LLC | 908 | $299.0K | 0.11% | +908 | New |
| Fortitude Advisory Group L.L.C. | 849 | $300.0K | 0.16% | −16−1.8% | Reduced |
| Signature Wealth Management Partners, LLC | 850 | $300.0K | 0.26% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 851 | $300.0K | 0.19% | +4+0.5% | Added |
| Zevin Asset Management LLC | 853 | $301.0K | 0.06% | −140−14.1% | Reduced |
| ETF Store, Inc. | 912 | $301.0K | 0.24% | −3−0.3% | Reduced |
| Leeward Financial Partners, LLC | 854 | $301.0K | 0.19% | +10+1.2% | Added |
| Outfitter Financial LLC | 855 | $302.0K | 0.23% | 00.0% | Unchanged |
| Maven Securities LTD | 859 | $303.0K | 0.06% | −6,457−88.3% | Reduced |
| Investors Asset Management of Georgia Inc | 859 | $303.0K | 0.15% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 859 | $303.0K | 0.33% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 859 | $303.0K | 0.29% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 863 | $304.6K | 0.22% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 863 | $305.0K | 0.16% | −450−34.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 864 | $305.0K | 0.02% | +186+27.4% | Added |
| Burrus Financial Services, Inc. | 866 | $305.6K | 0.16% | +866 | New |
| Golden Green, Inc. | 868 | $306.0K | 0.25% | −2,993−77.5% | Reduced |
| ETF Managers Group, LLC | 855 | $306.0K | 0.01% | +855 | New |
| WR Wealth Planners, LLC | 869 | $306.7K | 0.18% | +869 | New |
| Paladin Advisory Group, LLC | 874 | $307.0K | 0.25% | +874 | New |
| Raleigh Capital Management Inc. | 870 | $307.0K | 0.17% | +870 | New |
| Raffa Wealth Management, LLC | 871 | $307.4K | 0.11% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 873 | $308.0K | 0.12% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 875 | $309.0K | 0.32% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 880 | $311.0K | 0.17% | 00.0% | Unchanged |
| Allie Family Office LLC | 880 | $311.0K | 0.24% | 00.0% | Unchanged |
| Tamar Securities, LLC | 881 | $311.0K | 0.09% | +12+1.4% | Added |
| McMahon Financial Advisors, LLC | 880 | $311.0K | 0.10% | +108+14.0% | Added |
| Lavaca Capital LLC | 884 | $312.0K | 0.13% | −127−12.6% | Reduced |
| Seascape Capital Management | 888 | $313.0K | 0.16% | +29+3.4% | Added |
| Retirement Planning Co of New England, Inc. | 888 | $313.0K | 0.18% | +30+3.5% | Added |
| Brickley Wealth Management | 889 | $314.0K | 0.08% | 00.0% | Unchanged |
| KWB Wealth | 1,055 | $315.0K | 0.05% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 892 | $315.0K | 0.94% | +9+1.0% | Added |
| DGS Capital Management, LLC | 896 | $316.0K | 0.19% | +896 | New |
| Carl P. Sherr & Co., LLC | 898 | $317.0K | 0.21% | −204−18.5% | Reduced |
| Cherrydale Wealth Management, LLC | 901 | $317.0K | 0.23% | +33+3.8% | Added |
| Investment Advisory Services Inc | 900 | $318.0K | 0.18% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 900 | $318.0K | 0.27% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 900 | $318.0K | 0.17% | +6+0.7% | Added |