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 |
|---|---|---|---|---|---|
| Marotta Asset Management | 1,268 | $447.5K | 0.10% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,273 | $449.0K | 0.30% | −14−1.1% | Reduced |
| AtlasMark Financial, Inc | 1,275 | $450.0K | 0.58% | 00.0% | Unchanged |
| Navalign, LLC | 1,368 | $451.0K | 0.19% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,281 | $452.0K | 0.09% | +72+6.0% | Added |
| Austin Asset Management Co Inc | 1,285 | $453.0K | 0.14% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,289 | $455.0K | 0.11% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 1,288 | $455.0K | 0.22% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,295 | $457.0K | 0.05% | −510−28.3% | Reduced |
| Cohen Capital Management, Inc. | 1,294 | $457.0K | 0.08% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,295 | $457.0K | 0.30% | +203+18.6% | Added |
| McNaughton Wealth Management, LLC | 1,297 | $458.0K | 0.30% | +26+2.0% | Added |
| Meritage Group LP | 1,300 | $459.0K | 0.01% | −564−30.3% | Reduced |
| Portfolio Strategies, Inc. | 1,303 | $460.0K | 0.09% | −18−1.4% | Reduced |
| Indie Asset Partners, LLC | 1,304 | $460.0K | 0.35% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,318 | $465.0K | 0.50% | +30+2.3% | Added |
| Aveo Capital Partners, LLC | 1,320 | $466.0K | 0.08% | −35−2.6% | Reduced |
| Carderock Capital Management Inc | 1,325 | $468.0K | 0.15% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,325 | $468.0K | 0.59% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,325 | $468.0K | 0.10% | +336+34.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,329 | $469.0K | 0.15% | −20−1.5% | Reduced |
| Skba Capital Management LLC | 1,329 | $469.0K | 0.08% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,328 | $469.0K | 0.14% | 00.0% | Unchanged |
| CSS LLC | 1,333 | $470.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 1,334 | $471.0K | 0.23% | 00.0% | Unchanged |
| Mayport, LLC | 1,341 | $473.0K | 0.33% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 1,339 | $473.0K | 0.08% | +1,339 | New |
| Monument Capital Management | 1,344 | $474.0K | 0.15% | −569−29.7% | Reduced |
| Aries Wealth Management | 1,345 | $475.0K | 0.21% | −2,134−61.3% | Reduced |
| Omega Financial Group, LLC | 1,345 | $475.0K | 0.21% | −2−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 1,346 | $475.0K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,346 | $475.0K | 0.00% | +1,346 | New |
| Enterprise Trust & Investment Co | 1,350 | $476.0K | 0.17% | −298−18.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,350 | $476.0K | 0.06% | −59−4.2% | Reduced |
| Bonness Enterprises Inc | 1,350 | $476.0K | 0.22% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,350 | $476.0K | 0.12% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,350 | $476.0K | 0.43% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,352 | $477.0K | 0.04% | −512−27.5% | Reduced |
| Jentner Corp | 1,353 | $477.0K | 0.35% | +1,353 | New |
| Charter Research & Investment Group, Inc. | 1,354 | $478.0K | 0.39% | +11+0.8% | Added |
| High Net Worth Advisory Group LLC | 1,358 | $479.0K | 0.17% | +51+3.9% | Added |
| Wealthgate Family Office, LLC | 1,360 | $480.0K | 0.96% | −600−30.6% | Reduced |
| Progressive Investment Management Corp | 1,360 | $480.0K | 0.15% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,364 | $481.0K | 0.12% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,364 | $481.0K | 0.10% | +200+17.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,363 | $481.0K | 0.37% | +271+24.8% | Added |
| WESPAC Advisors SoCal, LLC | 1,372 | $484.0K | 0.15% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,375 | $485.0K | 0.03% | −3,137−69.5% | Reduced |
| Aspire Wealth Management Corp | 1,376 | $486.0K | 0.38% | +11+0.8% | Added |
| Guild Investment Management, Inc. | 1,380 | $487.0K | 0.50% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,379 | $487.0K | 0.13% | −1−0.1% | Reduced |
| Martin Capital Advisors, LLP | 1,379 | $487.0K | 0.33% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,634 | $489.0K | 0.53% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,385 | $489.0K | 0.07% | −50−3.5% | Reduced |
| Foresight Wealth Management, LLC | 1,387 | $489.0K | 0.20% | +693+99.9% | Added |
| Global Financial Private Client, LLC | 1,394 | $490.5K | 0.24% | +1,051+306.4% | Added |
| Cedar Wealth Management, LLC | 1,391 | $491.0K | 0.20% | −421−23.2% | Reduced |
| Compton Financial Group, LLC | 1,390 | $491.0K | 0.20% | +90+6.9% | Added |
| Continental Investors Services, Inc. | 1,656 | $495.0K | 1.30% | +11+0.7% | Added |
| Mountain Capital Investment Advisors, Inc | 1,405 | $495.0K | 0.23% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,403 | $495.0K | 0.44% | +7+0.5% | Added |
| Options Solutions, LLC | 1,406 | $496.0K | 0.52% | −10,389−88.1% | Reduced |
| Ironsides Asset Advisors, LLC | 1,405 | $496.0K | 0.15% | −300−17.6% | Reduced |
| Ratio Wealth Group | 1,410 | $497.6K | 0.15% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,411 | $498.0K | 0.37% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,414 | $499.0K | 1.14% | −71−4.8% | Reduced |
| Pinnacle Private Wealth, LLC | 1,419 | $501.0K | 0.16% | +102+7.7% | Added |
| Shelton Wealth Management, LLC | 1,423 | $502.0K | 0.40% | 00.0% | Unchanged |
| FC Advisory LLC | 1,425 | $503.0K | 0.22% | +150+11.8% | Added |
| Alaska Permanent Fund Corp | 1,426 | $504.0K | 0.01% | +71+5.2% | Added |
| Sawgrass Asset Management LLC | 1,428 | $504.0K | 0.05% | +1,428 | New |
| Meridian Management Co | 1,432 | $505.0K | 0.16% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,431 | $505.0K | 0.24% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,428 | $505.0K | 0.34% | +1,428 | New |
| Monograph Wealth Advisors, LLC | 1,435 | $506.0K | 0.13% | +46+3.3% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,441 | $509.0K | 0.21% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,442 | $509.0K | 0.45% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,441 | $509.0K | 0.18% | 00.0% | Unchanged |
| blooom, inc. | 6,603 | $509.0K | 0.41% | +102+1.6% | Added |
| Hunter Associates Investment Management LLC | 1,443 | $509.0K | 0.16% | +643+80.4% | Added |
| Outlook Wealth Advisors, LLC | 1,448 | $511.0K | 0.17% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,448 | $511.0K | 0.80% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,447 | $511.0K | 0.07% | +7+0.5% | Added |
| Viewpoint Capital Management LLC | 1,450 | $512.0K | 0.39% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,450 | $512.0K | 0.34% | +186+14.7% | Added |
| Resource Planning Group | 1,450 | $512.0K | 0.37% | +320+28.3% | Added |
| Costello Asset Management, INC | 1,460 | $515.0K | 0.35% | −75−4.9% | Reduced |
| Roberts Wealth Advisors, LLC | 1,464 | $515.0K | 0.20% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,461 | $516.0K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,465 | $517.0K | 0.13% | +28+1.9% | Added |
| Anson Capital, Inc. | 1,469 | $518.0K | 0.49% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,473 | $520.0K | 0.31% | +72+5.1% | Added |
| RiverGlades Family Offices LLC | 1,475 | $521.0K | 0.39% | 00.0% | Unchanged |
| Schwab Charitable Fund | 1,480 | $522.0K | 0.05% | +658+80.0% | Added |
| Coyle Financial Counsel LLC | 1,479 | $522.0K | 0.28% | +1,479 | New |
| Fortem Financial Group, LLC | 1,482 | $523.0K | 0.23% | −18−1.2% | Reduced |
| CCG Wealth Management, LLC | 1,483 | $523.0K | 0.26% | +29+2.0% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,490 | $526.0K | 0.13% | −41−2.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,492 | $526.5K | 0.08% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,494 | $527.0K | 0.21% | −420−21.9% | Reduced |