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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 1,746 | $616.0K | 0.57% | +1,746 | New |
| HMS Capital Management, LLC | 1,756 | $620.0K | 0.28% | −576−24.7% | Reduced |
| Charles Schwab Trust Co | 1,759 | $621.0K | 0.11% | −2,625−59.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,764 | $623.0K | 0.12% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,764 | $623.0K | 0.11% | +54+3.2% | Added |
| Country Trust Bank | 1,765 | $623.0K | 0.02% | +150+9.3% | Added |
| Delphia (USA) Inc. | 1,769 | $624.0K | 0.47% | +117+7.1% | Added |
| McIlrath & Eck, LLC | 1,774 | $626.0K | 0.18% | +379+27.2% | Added |
| Tempus Wealth Planning, LLC | 1,780 | $628.0K | 0.45% | 00.0% | Unchanged |
| Clarity Financial LLC | 1,787 | $631.0K | 0.13% | +100+5.9% | Added |
| CBIZ Investment Advisory Services, LLC | 1,788 | $631.0K | 0.05% | +314+21.3% | Added |
| Juncture Wealth Strategies, LLC | 1,790 | $632.0K | 0.30% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,791 | $632.0K | 0.07% | +56+3.2% | Added |
| Capital Investment Services of America, Inc. | 2,125 | $635.0K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,800 | $635.0K | 0.69% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,800 | $635.0K | 0.08% | +5+0.3% | Added |
| White Pine Capital LLC | 1,804 | $637.0K | 0.20% | +69+4.0% | Added |
| West Bancorporation Inc | 1,811 | $639.0K | 0.40% | +340+23.1% | Added |
| Boyar Asset Management Inc. | 1,815 | $641.0K | 0.41% | +30+1.7% | Added |
| Stony Point Wealth Management Inc. | 1,815 | $641.0K | 0.34% | +410+29.2% | Added |
| MBA Advisors LLC | 1,822 | $643.0K | 0.40% | +22+1.2% | Added |
| Rempart Asset Management Inc. | 1,824 | $644.0K | 0.13% | −150−7.6% | Reduced |
| Heritage Wealth Management, LLC | 1,831 | $646.0K | 0.17% | +1,831 | New |
| Washburn Capital Management, Inc. | 1,833 | $647.0K | 0.42% | +1,833 | New |
| Pinnacle Holdings, LLC | 1,835 | $647.6K | 0.25% | +1,835 | New |
| Clay Northam Wealth Management, LLC | 1,835 | $648.0K | 0.66% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 1,840 | $649.0K | 0.83% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,840 | $649.0K | 0.17% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,840 | $649.0K | 0.50% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,841 | $650.0K | 0.15% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 1,842 | $650.0K | 0.67% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,845 | $651.0K | 0.38% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,846 | $651.0K | 0.26% | +724+64.5% | Added |
| Woodward Financial Advisors, Inc. | 1,847 | $651.8K | 0.67% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,852 | $654.0K | 0.07% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,870 | $660.0K | 0.12% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 1,872 | $660.6K | 0.35% | 00.0% | Unchanged |
| Rinkey Investments | 2,080 | $661.0K | 0.71% | +40+2.0% | Added |
| Day & Ennis, LLC | 1,872 | $661.0K | 0.22% | −37−1.9% | Reduced |
| Security Financial Services, INC. | 1,880 | $663.0K | 0.21% | −45−2.3% | Reduced |
| Covestor Ltd | 1,878 | $663.0K | 0.46% | +830+79.2% | Added |
| Alliance Wealth Advisors, LLC | 1,882 | $664.0K | 0.55% | −3−0.2% | Reduced |
| Fairfield, Bush & Co. | 1,882 | $664.0K | 0.33% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,881 | $664.0K | 0.19% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,087 | $665.0K | 0.56% | +13+0.6% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,885 | $665.0K | 0.61% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,895 | $668.0K | 0.14% | +1,895 | New |
| Von Berge Wealth Management Group, LLC | 1,944 | $669.0K | 0.61% | +145+8.1% | Added |
| Bollard Group LLC | 1,900 | $671.0K | 0.02% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,520 | $673.0K | 0.07% | −448−15.1% | Reduced |
| Choice Wealth Advisors, LLC | 1,952 | $673.0K | 0.53% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,917 | $677.0K | 0.14% | −4−0.2% | Reduced |
| Cooper/Haims Advisors, LLC | 1,930 | $681.0K | 0.44% | +47+2.5% | Added |
| Ulland Investment Advisors, LLC | 1,930 | $681.0K | 0.51% | +65+3.5% | Added |
| ERn Financial, LLC | 1,943 | $686.0K | 0.15% | +2+0.1% | Added |
| MEMBERS Trust Co | 1,947 | $687.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,953 | $687.0K | 0.33% | +79+4.2% | Added |
| Mendel Capital Management LLC | 1,949 | $688.0K | 0.65% | −48−2.4% | Reduced |
| United Bank | 1,950 | $688.0K | 0.09% | 00.0% | Unchanged |
| Capital CS Group, LLC | 1,950 | $688.0K | 0.60% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,953 | $689.0K | 0.59% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,951 | $689.0K | 0.43% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,951 | $689.0K | 0.44% | +438+28.9% | Added |
| Level Financial Advisors, Inc. | 1,954 | $690.0K | 0.53% | +220+12.7% | Added |
| Knightsbridge Asset Management, LLC | 1,963 | $693.0K | 0.23% | −1,562−44.3% | Reduced |
| Virginia National Bank | 1,966 | $694.0K | 0.79% | +1,966 | New |
| Landaas & Co | 2,330 | $697.0K | 0.37% | 00.0% | Unchanged |
| Atwater Malick LLC | 1,974 | $697.0K | 0.34% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,974 | $697.0K | 0.14% | +21+1.1% | Added |
| Insight Folios Inc | 1,980 | $699.0K | 0.31% | −130−6.2% | Reduced |
| Shepherd Financial Partners LLC | 1,990 | $700.0K | 0.12% | +116+6.2% | Added |
| Vanguard Capital Wealth Advisors | 1,991 | $702.0K | 0.50% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,988 | $702.0K | 0.21% | 00.0% | Unchanged |
| Rollins Financial | 1,988 | $702.0K | 0.21% | +250+14.4% | Added |
| South Shore Capital Advisors | 1,991 | $703.0K | 1.15% | −530−21.0% | Reduced |
| Emerald Advisors, LLC | 1,991 | $703.0K | 0.17% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,996 | $704.0K | 0.09% | −323−13.9% | Reduced |
| Leisure Capital Management | 1,995 | $704.0K | 0.36% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,994 | $704.0K | 0.40% | +134+7.2% | Added |
| Greenhouse Wealth Management, LLC | 1,998 | $705.0K | 0.66% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,000 | $706.0K | 0.09% | −3,250−61.9% | Reduced |
| Gitterman Wealth Management, LLC | 2,000 | $706.0K | 0.57% | −300−13.0% | Reduced |
| Legend Financial Advisors, Inc. | 2,590 | $707.0K | 0.45% | +24+0.9% | Added |
| Riverwater Partners LLC | 2,010 | $709.0K | 1.17% | −3,333−62.4% | Reduced |
| Darwin Advisors, LLC | 2,009 | $709.0K | 0.12% | −53−2.6% | Reduced |
| Anderson Hoagland & Co | 2,010 | $709.0K | 0.09% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,012 | $710.0K | 0.85% | −18−0.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,013 | $710.0K | 0.22% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 2,017 | $712.0K | 0.51% | −18−0.9% | Reduced |
| SimpliFi, Inc. | 2,019 | $713.0K | 0.32% | −131−6.1% | Reduced |
| Jump Financial, LLC | 2,019 | $713.0K | 0.03% | +872+76.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,024 | $714.0K | 0.03% | −7,783−79.4% | Reduced |
| Chesapeake Wealth Management | 2,025 | $715.0K | 0.26% | −25−1.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,029 | $716.0K | 0.64% | 00.0% | Unchanged |
| Steel Canyon Capital, LLC | 2,031 | $717.0K | 0.93% | +2,031 | New |
| Ogorek Anthony Joseph | 2,038 | $719.0K | 0.29% | 00.0% | Unchanged |
| Mayar Capital Ltd. | 2,038 | $719.0K | 0.63% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 2,036 | $719.0K | 0.35% | +24+1.2% | Added |
| Winslow Asset Management Inc | 2,044 | $721.0K | 0.14% | +25+1.2% | Added |
| Inspire Advisors, LLC | 2,047 | $722.0K | 0.20% | −535−20.7% | Reduced |