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
- +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 | 4,928 | $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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 900 | $318.0K | 0.17% | +6+0.7% | Added |
| Independence Bank of Kentucky | 901 | $318.0K | 0.13% | +95+11.8% | Added |
| Affinity Wealth Management LLC | 920 | $319.0K | 0.06% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 904 | $319.0K | 0.25% | −66−6.8% | Reduced |
| Bank Ozk | 904 | $319.0K | 0.14% | +6+0.7% | Added |
| Wealthstar Advisors, LLC | 905 | $320.0K | 0.12% | −123−12.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 908 | $320.0K | 0.18% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 907 | $320.0K | 0.20% | −3−0.3% | Reduced |
| Boston Common Asset Management, LLC | 911 | $322.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 914 | $323.0K | 0.19% | +150+19.6% | Added |
| Brasada Capital Management, LP | 920 | $325.0K | 0.06% | −20−2.1% | Reduced |
| Widmann Financial Services, Inc. | 923 | $325.0K | 0.29% | 00.0% | Unchanged |
| Davidson Trust Co | 923 | $326.0K | 0.24% | −200−17.8% | Reduced |
| ML & R Wealth Management LLC | 926 | $327.0K | 0.12% | +69+8.1% | Added |
| Ten Capital Wealth Advisors, LLC | 928 | $328.0K | 0.14% | −92−9.0% | Reduced |
| SFG Wealth Management, LLC. | 930 | $328.0K | 0.31% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 930 | $328.0K | 0.23% | +930 | New |
| St. Clair Advisors, LLC | 930 | $328.2K | 0.22% | +930 | New |
| jvl associates llc | 933 | $329.0K | 0.20% | +53+6.0% | Added |
| Perkins Coie Trust Co | 933 | $329.0K | 0.10% | +68+7.9% | Added |
| Wealth Management Associates, Inc. | 935 | $330.0K | 0.19% | +935 | New |
| Wealth Management Solutions, LLC | 936 | $330.0K | 0.17% | 00.0% | Unchanged |
| Optas, LLC | 937 | $330.0K | 0.11% | +49+5.5% | Added |
| Planning Alternatives Ltd | 940 | $332.0K | 0.05% | −404−30.1% | Reduced |
| LS Investment Advisors, LLC | 944 | $333.0K | 0.05% | −150−13.7% | Reduced |
| Waypoint Wealth Partners Inc. | 945 | $333.0K | 0.12% | −50−5.0% | Reduced |
| First Business Financial Services, Inc. | 947 | $334.0K | 0.04% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 949 | $335.0K | 0.11% | −115−10.8% | Reduced |
| Mycio Wealth Partners, LLC | 950 | $335.0K | 0.11% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 949 | $335.0K | 0.05% | +144+17.9% | Added |
| Avondale Wealth Management | 950 | $335.0K | 0.39% | +150+18.8% | Added |
| Divergent Planning, LLC | 954 | $336.0K | 0.22% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 952 | $336.0K | 0.07% | −25−2.6% | Reduced |
| Ayrshire Capital Management LLC | 952 | $336.0K | 0.20% | +50+5.5% | Added |
| Lifeworks Advisors, LLC | 953 | $336.0K | 0.22% | +94+10.9% | Added |
| Blue Edge Capital, LLC | 954 | $336.7K | 0.07% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,059 | $337.0K | 0.10% | +31+3.0% | Added |
| Advisor OS, LLC | 958 | $338.0K | 0.10% | −3,027−76.0% | Reduced |
| RBA Wealth Management, LLC | 959 | $338.0K | 0.16% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 958 | $338.0K | 0.31% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 957 | $338.0K | 0.18% | 00.0% | Unchanged |
| Meyer Handelman Co | 960 | $339.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 960 | $339.0K | 0.33% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 964 | $340.0K | 0.11% | −1−0.1% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 963 | $340.0K | 0.20% | +8+0.8% | Added |
| Foster & Motley Inc | 965 | $341.0K | 0.03% | +111+13.0% | Added |
| Signet Financial Management, LLC | 968 | $342.0K | 0.06% | −10−1.0% | Reduced |
| West Wealth Group, LLC | 974 | $343.0K | 0.14% | −81−7.7% | Reduced |
| United Capital Management of KS, Inc. | 973 | $343.0K | 0.13% | −39−3.9% | Reduced |
| Somerset Trust Co | 971 | $343.0K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 979 | $345.0K | 0.11% | +62+6.8% | Added |
| Rodgers & Associates, LTD | 980 | $346.0K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 990 | $349.0K | 0.31% | −135−12.0% | Reduced |
| Facet Wealth, Inc. | 989 | $349.0K | 0.03% | −11−1.1% | Reduced |
| S.E.E.D. Planning Group LLC | 992 | $350.0K | 0.15% | −55−5.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 992 | $350.0K | 0.15% | +16+1.6% | Added |
| Melone Private Wealth, LLC | 1,064 | $352.0K | 0.29% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 997 | $352.0K | 0.02% | +45+4.7% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 1,001 | $353.0K | 0.01% | −1,500−60.0% | Reduced |
| Night Owl Capital Management, LLC | 1,000 | $353.0K | 0.10% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,000 | $353.0K | 0.18% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 1,000 | $353.0K | 0.34% | +135+15.6% | Added |
| Howard Wealth Management, LLC | 1,005 | $354.0K | 0.19% | −130−11.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,004 | $354.0K | 0.03% | 00.0% | Unchanged |
| Brio Consultants, LLC | 1,012 | $357.0K | 0.08% | −58−5.4% | Reduced |
| WC Walker & Associates, Inc. | 1,032 | $357.0K | 0.19% | +156+17.8% | Added |
| Synergy Financial Group, LTD | 1,015 | $358.0K | 0.38% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,021 | $360.0K | 0.34% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,024 | $361.0K | 0.19% | −1,072−51.1% | Reduced |
| CKW Financial Group | 1,025 | $361.0K | 0.05% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,023 | $361.0K | 0.38% | +23+2.3% | Added |
| Howard Financial Services, Ltd. | 1,025 | $362.0K | 0.11% | +50+5.1% | Added |
| Fountainhead AM, LLC | 1,031 | $364.0K | 0.16% | −34−3.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,032 | $364.0K | 0.10% | +12+1.2% | Added |
| Abner Herrman & Brock LLC | 1,033 | $365.0K | 0.05% | −104−9.1% | Reduced |
| Carmel Capital Partners, LLC | 1,034 | $365.0K | 0.30% | −9−0.9% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,034 | $365.0K | 0.00% | +6+0.6% | Added |
| Colton Groome Financial Advisors, LLC | 1,038 | $366.0K | 0.17% | −2,340−69.3% | Reduced |
| Santori & Peters | 1,045 | $368.0K | 0.21% | +237+29.3% | Added |
| Rather & Kittrell, Inc. | 1,046 | $369.0K | 0.36% | +362+52.9% | Added |
| Partners in Financial Planning | 1,102 | $369.8K | 0.12% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,052 | $371.0K | 0.17% | +1,052 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,171 | $373.0K | 0.26% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,056 | $373.0K | 0.29% | −125−10.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,058 | $373.0K | 0.08% | +159+17.7% | Added |
| CMH Wealth Management LLC | 1,060 | $374.0K | 0.11% | +90+9.3% | Added |
| CNB Bank | 1,060 | $374.0K | 0.21% | +224+26.8% | Added |
| Cohen Lawrence B | 1,059 | $374.0K | 0.22% | +245+30.1% | Added |
| Affinia Financial Group, LLC | 1,075 | $375.0K | 0.29% | +24+2.3% | Added |
| C M Bidwell & Associates Ltd | 1,062 | $375.0K | 0.25% | +2+0.2% | Added |
| Briaud Financial Planning, Inc | 1,066 | $376.0K | 0.22% | +100+10.4% | Added |
| McClarren Financial Advisors, Inc. | 1,072 | $377.0K | 0.27% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,069 | $377.3K | 0.12% | +380+55.2% | Added |
| Andesa Financial Management Inc. | 1,071 | $378.0K | 0.20% | +21+2.0% | Added |
| Columbia Advisory Partners LLC | 1,071 | $378.0K | 0.38% | +33+3.2% | Added |
| Wealth Advisors, Inc. | 1,071 | $378.0K | 0.14% | +1,071 | New |
| Eagle Strategies LLC | 1,075 | $379.0K | 0.15% | +79+7.9% | Added |
| Capital Investment Counsel, Inc | 1,080 | $381.0K | 0.08% | −50−4.4% | Reduced |
| Bernardo Wealth Planning LLC | 1,088 | $383.0K | 0.19% | −75−6.4% | Reduced |
| MTM Investment Management, LLC | 1,089 | $384.0K | 0.19% | 00.0% | Unchanged |