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 |
|---|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 2,045 | $722.0K | 0.21% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,048 | $722.0K | 0.03% | +25+1.2% | Added |
| Gouws Capital LLC | 2,050 | $723.0K | 0.59% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,055 | $725.0K | 0.19% | −100−4.6% | Reduced |
| Lagoda Investment Management, L.P. | 2,065 | $729.0K | 0.39% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,075 | $732.0K | 0.42% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,080 | $734.0K | 0.06% | −13,203−86.4% | Reduced |
| Legacy Bridge, LLC | 2,081 | $734.0K | 0.43% | −335−13.9% | Reduced |
| Harbor Group, Inc. | 2,082 | $735.0K | 0.46% | 00.0% | Unchanged |
| Next Level Private LLC | 2,087 | $737.0K | 0.60% | +20+1.0% | Added |
| Aua Capital Management, LLC | 2,090 | $738.0K | 0.40% | +265+14.5% | Added |
| Tarbox Family Office, Inc. | 2,093 | $739.0K | 0.15% | −758−26.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,098 | $740.0K | 0.15% | +675+47.4% | Added |
| AlphaCore Capital LLC | 2,104 | $743.0K | 0.29% | −134−6.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,123 | $749.0K | 0.48% | −418−16.5% | Reduced |
| Hengehold Capital Management LLC | 2,127 | $750.0K | 0.10% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,127 | $750.6K | 0.08% | +296+16.2% | Added |
| Pearl River Capital, LLC | 2,127 | $751.0K | 0.21% | +2,127 | New |
| Caxton Associates LP | 2,131 | $752.0K | 0.07% | −2,740−56.3% | Reduced |
| Resource Consulting Group Inc | 2,133 | $753.0K | 0.26% | +125+6.2% | Added |
| Dempze Nancy E | 2,136 | $754.0K | 0.55% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,138 | $755.0K | 0.18% | +2,138 | New |
| ERTS Wealth Advisors, LLC | 2,142 | $756.0K | 0.21% | +10.0% | Added |
| Keating Investment Counselors Inc | 2,146 | $757.0K | 0.32% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,148 | $758.0K | 0.31% | +231+12.1% | Added |
| Arcus Capital Partners, LLC | 2,154 | $760.0K | 0.27% | −458−17.5% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,158 | $761.6K | 0.55% | 00.0% | Unchanged |
| Elm Advisors, LLC | 2,160 | $762.0K | 1.03% | −715−24.9% | Reduced |
| Trellis Advisors, LLC | 2,161 | $762.0K | 0.38% | −6−0.3% | Reduced |
| McGowan Group Asset Management, Inc. | 2,169 | $765.0K | 0.12% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,169 | $765.0K | 0.59% | +76+3.6% | Added |
| Ellenbecker Investment Group | 2,172 | $766.0K | 0.22% | +78+3.7% | Added |
| Bluesphere Advisors, LLC | 2,171 | $766.0K | 0.65% | +125+6.1% | Added |
| Cadence Bank NA | 2,174 | $767.0K | 0.21% | −35−1.6% | Reduced |
| Bigelow Investment Advisors, LLC | 2,175 | $768.0K | 0.36% | −13−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,182 | $770.0K | 0.04% | −40−1.8% | Reduced |
| Eclectic Associates Inc | 2,182 | $770.0K | 0.49% | +146+7.2% | Added |
| Valley Brook Capital Group | 2,185 | $771.0K | 0.67% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,191 | $773.0K | 0.04% | +25+1.2% | Added |
| Dearborn Partners LLC | 2,189 | $773.0K | 0.03% | +87+4.1% | Added |
| Wellington Shields Capital Management, LLC | 2,200 | $776.0K | 0.08% | −25−1.1% | Reduced |
| TCM Advisors, LLC | – | $776.0K | 0.72% | – | – |
| Matisse Capital | 2,205 | $778.0K | 0.72% | 00.0% | Unchanged |
| Centric Wealth Management | 2,205 | $778.0K | 0.25% | +109+5.2% | Added |
| Concentric Wealth Management, LLC | 2,209 | $780.0K | 0.23% | +17+0.8% | Added |
| Archer Investment Corp | 2,224 | $784.9K | 0.28% | −2,099−48.6% | Reduced |
| Ignite Planners, LLC | 2,343 | $786.0K | 0.53% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 2,229 | $787.0K | 0.28% | −400−15.2% | Reduced |
| Colorado Capital Management, Inc. | 2,234 | $788.0K | 0.57% | −96−4.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,238 | $790.0K | 0.13% | +34+1.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,244 | $791.0K | 0.19% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,244 | $792.0K | 0.01% | −34−1.5% | Reduced |
| Access Financial Services, Inc. | 2,243 | $792.0K | 0.38% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,243 | $792.0K | 0.71% | +49+2.2% | Added |
| Sound Income Strategies, LLC | 2,248 | $793.0K | 0.09% | +13+0.6% | Added |
| American Assets Investment Management, LLC | 2,250 | $794.0K | 0.08% | 00.0% | Unchanged |
| Rex Capital Advisors, LLC | 2,250 | $794.0K | 0.49% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,250 | $794.0K | 0.76% | +160+7.7% | Added |
| Creative Financial Designs Inc | 2,253 | $795.0K | 0.12% | −16−0.7% | Reduced |
| Adams Chetwood Wealth Management LLC | 2,252 | $795.0K | 0.45% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,253 | $795.0K | 0.10% | +78+3.6% | Added |
| Noesis Capital Mangement Corp | 2,259 | $797.0K | 0.19% | −27−1.2% | Reduced |
| Veracity Capital LLC | 2,259 | $797.0K | 0.33% | +554+32.5% | Added |
| IAM Advisory, LLC | 2,263 | $799.0K | 0.32% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,263 | $799.0K | 0.32% | 00.0% | Unchanged |
| First United Bank Trust | 2,269 | $801.0K | 0.31% | −5−0.2% | Reduced |
| Compass Advisory Group LLC | 2,270 | $801.0K | 0.42% | +10.0% | Added |
| Cim Investment Mangement Inc | 2,272 | $802.0K | 0.27% | −6,857−75.1% | Reduced |
| Columbia Trust Co 01012016 | 2,330 | $802.0K | 0.38% | −73−3.0% | Reduced |
| Horizon Family Wealth, Inc. | 2,277 | $804.0K | 0.80% | +748+48.9% | Added |
| Heritage Investment Group, Inc. | 2,281 | $805.0K | 0.58% | −114−4.8% | Reduced |
| O'Neil Global Advisors, Inc. | 2,285 | $806.0K | 0.42% | +700+44.2% | Added |
| Financial Management Professionals, Inc. | 2,289 | $808.0K | 0.18% | +210+10.1% | Added |
| Verus Financial Partners, Inc. | 2,316 | $810.0K | 0.11% | +177+8.3% | Added |
| Hikari Tsushin, Inc. | 2,296 | $810.0K | 0.08% | +2,296 | New |
| Silicon Valley Capital Partners | 2,298 | $811.0K | 0.13% | +10+0.4% | Added |
| Radnor Capital Management, LLC | 2,301 | $812.0K | 0.20% | −100−4.2% | Reduced |
| Investment Advisory Group, LLC | 2,302 | $813.0K | 0.49% | −22−0.9% | Reduced |
| Rowland & Co Investment Counsel | 2,310 | $815.2K | 0.19% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,655 | $818.0K | 0.38% | −80−2.9% | Reduced |
| Sageworth Trust Co | 2,326 | $820.0K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 2,326 | $821.0K | 0.67% | +686+41.8% | Added |
| USA Financial Portformulas Corp | 2,329 | $822.0K | 0.88% | +2,314+15,426.7% | Added |
| Stableford Capital II LLC | 2,388 | $827.0K | 0.35% | −606−20.2% | Reduced |
| Sage Rhino Capital LLC | 2,343 | $827.0K | 0.25% | +17+0.7% | Added |
| 360 Financial, Inc. | 2,396 | $828.0K | 0.40% | −192−7.4% | Reduced |
| Vista Investment Management | 2,348 | $829.0K | 0.45% | −42−1.8% | Reduced |
| JB Capital LLC | 2,347 | $829.0K | 0.08% | +150+6.8% | Added |
| Strategic Investment Advisors | 2,351 | $830.0K | 0.16% | +729+44.9% | Added |
| Activest Wealth Management | 2,354 | $831.0K | 0.53% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,355 | $831.0K | 0.16% | +300+14.6% | Added |
| Round Rock Advisors, LLC | 2,357 | $832.0K | 0.34% | +2,357 | New |
| Element Wealth, LLC | 2,360 | $833.0K | 0.67% | +46+2.0% | Added |
| Norwood Financial Corp | 2,365 | $834.0K | 1.21% | +50+2.2% | Added |
| Strategic Wealth Designers | 2,366 | $835.0K | 0.20% | −33−1.4% | Reduced |
| Palisade Asset Management, LLC | 2,365 | $835.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,366 | $835.0K | 0.56% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,370 | $836.0K | 0.38% | −175−6.9% | Reduced |
| Oliver Luxxe Assets LLC | 2,370 | $836.0K | 0.21% | −21−0.9% | Reduced |
| Gleason Group, Inc. | 2,372 | $837.0K | 0.25% | −125−5.0% | Reduced |