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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 1,494 | $527.0K | 0.44% | −420−21.9% | Reduced |
| Acima Private Wealth, LLC | 1,492 | $527.0K | 0.24% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,493 | $527.0K | 0.27% | +4+0.3% | Added |
| GM Advisory Group, Inc. | 1,493 | $527.0K | 0.06% | +592+65.7% | Added |
| Truefg, LLC | 1,499 | $529.0K | 0.24% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,500 | $529.4K | 0.28% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,505 | $531.0K | 0.08% | +1+0.1% | Added |
| Lowell Blake & Associates Inc. | 1,504 | $531.0K | 0.20% | +8+0.5% | Added |
| Portfolio Solutions, LLC | 1,507 | $532.0K | 0.07% | −1,500−49.9% | Reduced |
| Stone Point Wealth LLC | 1,508 | $532.0K | 0.30% | +3+0.2% | Added |
| Capital Planning LLC | 1,509 | $533.0K | 0.21% | +9+0.6% | Added |
| Financial Advisors Network, Inc. | 1,511 | $533.0K | 0.13% | +258+20.6% | Added |
| Maltin Wealth Management, Inc. | 1,513 | $534.0K | 0.35% | 00.0% | Unchanged |
| Corsicana & Co. | 1,513 | $534.0K | 0.35% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 1,513 | $534.0K | 0.80% | +1,513 | New |
| Nixon Peabody Trust Co | 1,517 | $535.0K | 0.18% | −815−34.9% | Reduced |
| Cedrus LLC | 1,516 | $535.0K | 0.48% | +87+6.1% | Added |
| Trillium Asset Management, LLC | 1,522 | $537.0K | 0.01% | −223−12.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,521 | $537.0K | 0.39% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,524 | $537.8K | 0.05% | −50−3.2% | Reduced |
| Syverson Strege & Co | 1,524 | $538.0K | 0.59% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,525 | $538.0K | 0.33% | 00.0% | Unchanged |
| TRH Financial, LLC | 1,528 | $539.0K | 0.16% | −13−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 1,528 | $539.0K | 0.08% | +49+3.3% | Added |
| Cape Ann Savings Bank | 1,531 | $540.0K | 0.36% | −585−27.6% | Reduced |
| Gilman Hill Asset Management, LLC | 1,529 | $540.0K | 0.12% | +280+22.4% | Added |
| Cary Street Partners Asset Management LLC | 1,538 | $543.0K | 0.11% | −62−3.9% | Reduced |
| Harvest Volatility Management LLC | 1,539 | $543.0K | 0.06% | +1,539 | New |
| Chesley Taft & Associates LLC | 1,555 | $544.0K | 0.03% | −16−1.0% | Reduced |
| CenterBook Partners LP | 1,545 | $545.0K | 0.19% | −962−38.4% | Reduced |
| Missouri Trust & Investment Co | 1,551 | $547.0K | 0.32% | +80+5.4% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,552 | $548.0K | 0.25% | +7+0.5% | Added |
| Jackson Thornton Asset Management, LLC | 1,559 | $550.0K | 0.14% | +628+67.5% | Added |
| Page Arthur B | 1,565 | $552.0K | 0.43% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,564 | $552.0K | 0.13% | +200+14.7% | Added |
| AlphaCrest Capital Management LLC | 1,567 | $553.0K | 0.03% | −19,811−92.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,574 | $555.0K | 0.22% | +199+14.5% | Added |
| Bulltick Wealth Management, LLC | 1,575 | $555.8K | 0.13% | −239−13.2% | Reduced |
| Hallmark Capital Management Inc | 1,577 | $556.0K | 0.05% | −21−1.3% | Reduced |
| Kalos Management, Inc. | 1,649 | $557.0K | 0.38% | −785−32.3% | Reduced |
| Archetype Wealth Partners | 1,579 | $557.0K | 0.15% | +4+0.3% | Added |
| WMG Financial Advisors, LLC | 1,581 | $557.0K | 0.41% | +235+17.5% | Added |
| Carolina Wealth Advisors, LLC | 1,580 | $558.0K | 0.35% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,590 | $561.0K | 0.28% | −352−18.1% | Reduced |
| Coerente Capital Management | 1,592 | $561.0K | 0.11% | −85−5.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,591 | $561.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,591 | $561.0K | 0.15% | +84+5.6% | Added |
| Caerus Investment Advisors, LLC | 1,791 | $561.0K | 0.68% | +663+58.8% | Added |
| Laffer Tengler Investments | 1,592 | $561.8K | 0.17% | +1,582+15,820.0% | Added |
| ICONIQ Capital, LLC | 1,596 | $563.0K | 0.00% | −223−12.3% | Reduced |
| Verity Asset Management, Inc. | 1,583 | $563.0K | 0.36% | −19−1.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,595 | $563.0K | 0.49% | +5+0.3% | Added |
| Cidel Asset Management Inc | 1,594 | $563.0K | 0.02% | +200+14.3% | Added |
| Convergence Financial, LLC | 1,597 | $563.6K | 0.60% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,597 | $564.0K | 0.32% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 1,597 | $564.0K | 0.25% | +21+1.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,602 | $565.0K | 0.11% | −7−0.4% | Reduced |
| Saxon Interests, Inc. | 1,603 | $566.0K | 0.30% | +1,603 | New |
| BTC Capital Management, Inc. | 1,611 | $568.0K | 0.06% | 00.0% | Unchanged |
| Madden Securities Corp | 1,612 | $569.0K | 0.26% | +815+102.3% | Added |
| HBC Financial Services, PLLC | 1,725 | $570.0K | 0.42% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 1,616 | $570.0K | 0.56% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 1,615 | $570.0K | 0.13% | 00.0% | Unchanged |
| CPR Investments Inc. | 1,617 | $571.0K | 0.47% | −470−22.5% | Reduced |
| Merrion Investment Management Co, LLC | 1,619 | $571.0K | 0.42% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,621 | $572.0K | 0.50% | 00.0% | Unchanged |
| Selway Asset Management | 1,620 | $572.0K | 0.28% | +120+8.0% | Added |
| Northstar Advisory Group, LLC | 1,624 | $573.0K | 0.37% | −2,985−64.8% | Reduced |
| Nauset Wealth Management. LLC | 1,628 | $575.0K | 0.46% | −100−5.8% | Reduced |
| Castleview Partners, LLC | 1,646 | $580.0K | 0.36% | −6,978,210−100.0% | Reduced |
| Shoker Investment Counsel, Inc. | 1,649 | $581.0K | 0.29% | +144+9.6% | Added |
| Community Bank, N.A. | 1,648 | $582.0K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,651 | $583.0K | 0.20% | −15−0.9% | Reduced |
| Omnia Family Wealth, LLC | 1,653 | $583.0K | 0.39% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 1,662 | $587.0K | 0.27% | +154+10.2% | Added |
| Kidder Stephen W | 1,668 | $589.0K | 0.19% | −400−19.3% | Reduced |
| Safeguard Financial, LLC | 1,670 | $589.0K | 0.88% | +1,670 | New |
| JJJ Advisors Inc. | 1,672 | $590.0K | 0.16% | +53+3.3% | Added |
| John G Ullman & Associates Inc | 1,677 | $592.0K | 0.08% | +29+1.8% | Added |
| Unionview, LLC | 1,684 | $594.0K | 0.55% | 00.0% | Unchanged |
| TLWM | 1,684 | $598.0K | 0.21% | +373+28.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,700 | $600.0K | 0.43% | +1,700 | New |
| Colonial River Wealth Management, LLC | 1,704 | $601.0K | 0.35% | +340+24.9% | Added |
| Financial Planners of Cleveland, Inc. | 1,705 | $602.0K | 0.25% | −152−8.2% | Reduced |
| Ambassador Advisors, LLC | 1,705 | $602.0K | 0.12% | −25−1.4% | Reduced |
| First Commonwealth Financial Corp | 1,708 | $603.0K | 0.19% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $603.0K | 0.63% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,710 | $603.0K | 0.38% | +14+0.8% | Added |
| Bridgecreek Investment Management, LLC | 1,714 | $605.0K | 0.09% | −250−12.7% | Reduced |
| Fermata Advisors, LLC | 1,717 | $606.0K | 0.23% | +16+0.9% | Added |
| McAdam, LLC | 1,719 | $607.0K | 0.06% | +233+15.7% | Added |
| Act Wealth Management, LLC | 1,720 | $607.0K | 0.35% | +305+21.6% | Added |
| Mechanics Financial Corp | 1,725 | $609.0K | 0.31% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,725 | $609.0K | 0.52% | +180+11.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,732 | $611.0K | 0.14% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,737 | $613.0K | 0.46% | −21−1.2% | Reduced |
| Tfo-TDC, LLC | 1,738 | $613.0K | 0.12% | +655+60.5% | Added |
| Roble, Belko & Company, Inc | 1,738 | $613.0K | 0.12% | +1,738 | New |
| Twin Focus Capital Partners, LLC | 1,744 | $615.0K | 0.12% | +92+5.6% | Added |
| Single Point Partners, LLC | 1,744 | $616.0K | 0.16% | −64−3.5% | Reduced |