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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 1,090 | $385.0K | 0.29% | +240+28.2% | Added |
| Silverleafe Capital Partners, LLC | 1,093 | $386.0K | 0.17% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,095 | $386.0K | 0.19% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,095 | $386.0K | 0.20% | +32+3.0% | Added |
| Capitolis Advisors LLC | 1,097 | $387.0K | 0.02% | −811,439−99.9% | Reduced |
| Hotaling Investment Management, LLC | 1,096 | $387.0K | 0.15% | +1,096 | New |
| L & S Advisors Inc | 1,098 | $388.0K | 0.05% | −87−7.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,104 | $388.0K | 0.22% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,100 | $388.0K | 0.35% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,099 | $388.0K | 0.32% | 00.0% | Unchanged |
| Toews Corp | 1,100 | $388.0K | 0.07% | +1,100 | New |
| Helios Capital Management Pte. Ltd | 1,100 | $388.0K | 0.82% | +1,100 | New |
| Clare Market Investments LLC | 1,101 | $388.6K | 0.12% | +380+52.7% | Added |
| American Asset Management Inc. | 1,102 | $389.0K | 0.35% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,100 | $389.0K | 0.17% | +200+22.2% | Added |
| SevenBridge Financial Group, LLC | 1,106 | $390.0K | 0.14% | −360−24.6% | Reduced |
| Integral Investment Advisors, Inc. | 1,104 | $390.0K | 0.24% | +15+1.4% | Added |
| Lauterbach Financial Advisors, LLC | 1,109 | $391.0K | 0.36% | −22−1.9% | Reduced |
| Accel Wealth Management | 1,110 | $391.0K | 0.20% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,110 | $392.0K | 0.12% | +90+8.8% | Added |
| Conestoga Capital Advisors, LLC | 1,115 | $393.0K | 0.01% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 1,115 | $393.0K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,114 | $393.0K | 0.06% | +100+9.9% | Added |
| GoalFusion Wealth Management, LLC | 1,116 | $394.0K | 0.34% | −44−3.8% | Reduced |
| Bogart Wealth, LLC | 1,119 | $395.0K | 0.03% | +53+5.0% | Added |
| Spearhead Capital Advisors, LLC | 1,119 | $395.0K | 0.05% | +1,119 | New |
| GDS Wealth Management | 1,145 | $397.0K | 0.09% | −6−0.5% | Reduced |
| Miramar Capital, LLC | 1,124 | $397.0K | 0.11% | −20−1.7% | Reduced |
| Rezny Wealth Management, Inc. | 1,125 | $397.0K | 0.13% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,124 | $397.0K | 0.12% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,127 | $398.0K | 0.08% | +33+3.0% | Added |
| Old Point Trust & Financial Services N A | 1,130 | $399.0K | 0.16% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,136 | $400.9K | 0.32% | +317+38.7% | Added |
| Sanders Morris Harris LLC | 1,146 | $404.0K | 0.08% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,144 | $404.0K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,144 | $404.0K | 0.28% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,146 | $404.0K | 0.20% | +20+1.8% | Added |
| Toth Financial Advisory Corp | 1,146 | $404.0K | 0.06% | +623+119.1% | Added |
| US Asset Management LLC | 1,147 | $405.0K | 0.37% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,150 | $406.0K | 0.27% | −820−41.6% | Reduced |
| Aristotle Capital Management, LLC | 1,150 | $406.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,151 | $406.0K | 0.22% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,150 | $406.0K | 0.15% | +50+4.5% | Added |
| Dumont & Blake Investment Advisors LLC | 1,152 | $407.0K | 0.11% | +2+0.2% | Added |
| Future Financial Wealth Managment LLC | 1,155 | $408.0K | 0.34% | +10+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 1,159 | $409.0K | 0.00% | −16,184−93.3% | Reduced |
| Falcon Wealth Planning | 1,158 | $409.0K | 0.13% | −136−10.5% | Reduced |
| Sunburst Financial Group, LLC | 1,159 | $409.0K | 0.20% | +47+4.2% | Added |
| Riverview Trust Co | 1,158 | $409.0K | 0.30% | +1,158 | New |
| Souders Financial Advisors | 1,166 | $411.0K | 0.12% | +27+2.4% | Added |
| Clark Financial Services Group Inc | 1,165 | $411.0K | 0.30% | +32+2.8% | Added |
| Peddock Capital Advisors, LLC | 1,168 | $412.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,171 | $413.0K | 0.13% | −128−9.9% | Reduced |
| Fusion Capital, LLC | 1,171 | $413.0K | 0.22% | +121+11.5% | Added |
| Orin Green Financial, LLC | 1,176 | $415.0K | 0.27% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,175 | $415.0K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,180 | $416.0K | 0.12% | +979+487.1% | Added |
| Peregrine Asset Advisers, Inc. | 1,182 | $417.0K | 0.21% | −166−12.3% | Reduced |
| Wiser Wealth Management, Inc | 1,185 | $418.0K | 0.20% | +25+2.2% | Added |
| Mattern Capital Management, LLC | 1,185 | $418.0K | 0.07% | +50+4.4% | Added |
| Concentrum Wealth Management | 1,184 | $418.0K | 0.27% | +500+73.1% | Added |
| Rock Point Advisors, LLC | 1,189 | $420.0K | 0.13% | −101−7.8% | Reduced |
| Heartland Bank & Trust Co | 1,191 | $420.0K | 0.32% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,194 | $421.0K | 0.08% | −50−4.0% | Reduced |
| PFS Partners, LLC | 1,199 | $423.1K | 0.37% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,205 | $425.0K | 0.12% | 00.0% | Unchanged |
| Ade, LLC | 1,209 | $427.0K | 0.40% | −272−18.4% | Reduced |
| Midwest Professional Planners, LTD. | 1,211 | $427.0K | 0.21% | −45−3.6% | Reduced |
| Cassia Capital Partners, LLC | 1,210 | $427.0K | 0.34% | +27+2.3% | Added |
| Ballew Advisors, Inc | 1,237 | $428.0K | 0.33% | +50+4.2% | Added |
| Flaharty Asset Management, LLC | 1,213 | $428.0K | 0.08% | −66−5.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,213 | $428.0K | 0.21% | +40+3.4% | Added |
| TCWP LLC | 1,213 | $428.0K | 0.08% | +74+6.5% | Added |
| Goodman Financial Corp | 1,212 | $428.0K | 0.12% | +442+57.4% | Added |
| Retirement Guys Formula LLC | 1,217 | $429.0K | 0.29% | +1,217 | New |
| LifePro Asset Management | 1,218 | $430.0K | 0.15% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,221 | $431.0K | 0.30% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,225 | $432.0K | 0.05% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,225 | $432.0K | 0.06% | +8+0.7% | Added |
| NatWest Group plc | 1,228 | $433.0K | 0.21% | +1,228 | New |
| Iron Financial, LLC | 1,236 | $436.0K | 0.20% | +82+7.1% | Added |
| Royal Fund Management, LLC | 1,240 | $437.0K | 0.06% | +3+0.2% | Added |
| Howard Capital Management Inc. | 1,238 | $437.0K | 0.10% | +93+8.1% | Added |
| Total Investment Management Inc | 1,247 | $440.0K | 0.08% | −495−28.4% | Reduced |
| Bellevue Asset Management, LLC | 1,234 | $440.0K | 0.27% | −154−11.1% | Reduced |
| JGP Wealth Management, LLC | 1,253 | $442.0K | 0.08% | −180−12.6% | Reduced |
| Trevian Wealth Management LLC | 1,251 | $442.0K | 0.43% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,250 | $442.0K | 0.04% | +1,250 | New |
| Bond & Devick Financial Network, Inc. | 1,254 | $443.0K | 0.35% | −60−4.6% | Reduced |
| Americana Partners, LLC | 1,270 | $443.0K | 0.14% | +191+17.7% | Added |
| Mendel Money Management | 1,256 | $443.0K | 0.22% | +201+19.1% | Added |
| Human Investing LLC | 1,256 | $443.0K | 0.10% | +1,256 | New |
| Phoenix Holdings Ltd. | 1,239 | $444.0K | 0.01% | −5,421−81.4% | Reduced |
| RBF Capital, LLC | 1,241 | $444.0K | 0.03% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,261 | $445.0K | 0.30% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,262 | $445.0K | 0.59% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,262 | $445.0K | 0.51% | +202+19.1% | Added |
| Consolidated Planning Corp | 1,265 | $446.0K | 0.31% | −1−0.1% | Reduced |
| BT Wealth Management LLC | 1,267 | $447.0K | 0.12% | −27−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,268 | $447.0K | 0.16% | +285+29.0% | Added |