BERKSHIRE HATHAWAY INC DEL (BRKB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
275
Reporting holders
$2.6B
Reported value
0.0%
Calls
0.0%
Puts
-4,661
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TETRAD CORP | $957.6M | 1,923,123 | 92.27% | 72q | HELD |
| ARMSTRONG HENRY H ASSOCIATES INC | $185.5M | 372,534 | 16.59% | 32q | -0.7%-$1.3M |
| Farther Finance Advisors, LLC | $70.9M | 142,453 | 0.50% | 16q | +10.9%+$7.0M |
| Valeo Financial Advisors, LLC | $56.8M | 114,022 | 1.20% | 32q | +2.7%+$1.5M |
| Defender Capital, LLC. | $49.9M | 100,299 | 15.65% | 4q | -1.0%-$512.9K |
| Lincoln Capital LLC | $49.9M | 99,989 | 8.74% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $47.1M | 94,606 | 1.24% | 32q | -1.6%-$751.9K |
| Norman Fields, Gottscho Capital Management, LLC | $46.5M | 93,412 | 14.15% | 32q | -3.1%-$1.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $40.2M | 80,732 | 0.67% | 32q | -6.7%-$2.9M |
| Graves Light Lenhart Wealth, Inc. | $35.6M | 71,402 | 3.33% | 32q | -2.3%-$826.1K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $35.3M | 70,878 | 2.34% | 32q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $34.4M | 69,119 | 2.22% | 15q | -1.7%-$601.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $33.8M | 67,854 | 0.40% | 32q | +0.8%+$273.4K |
| Gradient Investments LLC | $31.5M | 63,210 | 0.45% | 32q | -8.0%-$2.7M |
| AMERICAN NATIONAL BANK & TRUST | $30.6M | 61,362 | 2.80% | 32q | -4.4%-$1.4M |
| YHB Investment Advisors, Inc. | $28.5M | 57,326 | 1.80% | 25q | -4.1%-$1.2M |
| Violich Capital Management, Inc. | $27.4M | 55,076 | 2.96% | 32q | -1.3%-$373.5K |
| GAMMA Investing LLC | $26.9M | 54,069 | 0.91% | 12q | +11.7%+$2.8M |
| Ridgewood Investments LLC | $26.8M | 53,852 | 9.88% | 31q | +15.3%+$3.6M |
| Mirador Capital Partners LP | $26.7M | 53,667 | 3.11% | 32q | +2.7%+$695.6K |
| Adams Asset Advisors, LLC | $25.2M | 50,700 | 2.56% | 16q | HELD |
| SAPIENT CAPITAL LLC | $25.0M | 50,190 | 0.34% | 12q | -50.2%-$25.2M |
| Wedmont Private Capital | $23.3M | 45,499 | 0.56% | 20q | +15.6%+$3.1M |
| PARK NATIONAL CORP /OH/ | $22.6M | 45,459 | 0.61% | 32q | -1.3%-$288.8K |
| Apella Capital, LLC | $22.2M | 43,801 | 0.28% | 26q | +4.1%+$868.7K |
| Venture Visionary Partners LLC | $21.2M | 42,552 | 0.55% | 28q | +7.4%+$1.5M |
| CapWealth Advisors, LLC | $20.5M | 41,264 | 1.55% | 32q | -1.0%-$205.2K |
| Trinity Financial Advisors LLC | $18.9M | 37,950 | 4.86% | 24q | -8.0%-$1.6M |
| EASTERN BANK | $18.7M | 37,650 | 0.28% | 32q | -1.5%-$292.3K |
| O'Keefe Stevens Advisory, Inc. | $16.3M | 32,701 | 3.33% | 36q | +2.7%+$433.7K |
| Dupree Financial Group, LLC | $12.5M | 25,181 | 4.52% | 12q | +2.5%+$303.3K |
| SEARCY FINANCIAL SERVICES INC /ADV | $12.0M | 24,106 | 4.29% | 32q | -0.6%-$75.7K |
| CYPRESS ASSET MANAGEMENT INC/TX | $11.9M | 23,985 | 2.36% | 32q | -1.7%-$209.1K |
| ARMSTRONG ADVISORY GROUP, INC | $11.6M | 23,311 | 0.70% | 16q | -0.7%-$78.7K |
| Cooper Financial Group | $10.9M | 20,471 | 0.87% | 32q | -1.2%-$135.7K |
| Coastline Trust Co | $10.5M | 21,130 | 0.98% | 32q | -5.3%-$585.6K |
| TOMPKINS FINANCIAL CORP | $9.8M | 19,710 | 0.69% | 31q | -3.8%-$389.9K |
| Avidian Wealth Enterprises, LLC | $9.8M | 19,642 | 0.27% | 32q | -1.4%-$137.4K |
| TILIA FIDUCIARY PARTNERS, INC. | $9.2M | 18,576 | 2.13% | 20q | +105.4%+$4.7M |
| Capital Advisors Wealth Management, LLC | $9.2M | 18,564 | 1.04% | 23q | +1.5%+$135.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $8.9M | 17,874 | 0.74% | 25q | +28.1%+$2.0M |
| Pacifica Partners Inc. | $8.5M | 17,076 | 2.57% | 3q | HELD |
| Everhart Financial Group, Inc. | $8.4M | 16,826 | 0.52% | 22q | +0.9%+$76.7K |
| Wealth Enhancement Trust Services, Inc. | $8.0M | 16,113 | 0.86% | 4q | -55.2%-$9.9M |
| SACKS & ASSOCIATES, LLC | $8.0M | 16,096 | 5.60% | 4q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $7.5M | 14,849 | 2.14% | 16q | +9.2%+$631.3K |
| Iowa State Bank | $7.4M | 14,961 | 1.26% | 32q | -2.6%-$199.2K |
| AVITY INVESTMENT MANAGEMENT INC. | $7.4M | 14,905 | 0.46% | 32q | HELD |
| Versant Capital Management, Inc | $7.3M | 14,692 | 0.63% | 32q | +2.0%+$146.9K |
| Douglas Lane & Associates, LLC | $6.9M | 13,803 | 0.09% | 32q | -1.7%-$121.5K |
| Kennon-Green & Company, LLC | $6.9M | 13,763 | 5.25% | 16q | -9.7%-$738.5K |
| BENEDICT FINANCIAL ADVISORS INC | $6.8M | 13,725 | 1.36% | 23q | -6.4%-$469.1K |
| ANB BANK | $6.8M | 13,574 | 2.40% | 8q | HELD |
| ROCKLAND TRUST CO | $6.4M | 12,775 | 0.24% | 32q | -2.0%-$132.0K |
| Acropolis Investment Management, LLC | $6.2M | 12,547 | 0.25% | 32q | -55.0%-$7.7M |
| RHODES INVESTMENT ADVISORS INC /ADV | $6.2M | 12,363 | 4.36% | 4q | HELD |
| CoreCap Advisors, LLC | $6.0M | 11,970 | 0.17% | 9q | +7.3%+$405.3K |
| Bank of New Hampshire | $5.9M | 11,783 | 1.27% | 22q | -3.1%-$186.2K |
| Overbrook Management Corp | $5.8M | 11,698 | 0.91% | 32q | -11.1%-$726.0K |
| Balefire, LLC | $5.5M | 11,081 | 0.87% | 30q | -12.5%-$790.7K |
| Central Pacific Bank - Trust Division | $5.3M | 10,712 | 0.56% | 11q | HELD |
| Baring Financial LLC | $5.3M | 10,665 | 2.84% | 8q | -1.9%-$105.1K |
| First Citizens Financial Corp | $5.2M | 10,498 | 2.20% | 27q | +7.7%+$372.5K |
| Fenimore Asset Management Inc | $5.2M | 10,450 | 0.11% | 32q | -1.3%-$67.2K |
| Hardin Capital Partners, LLC | $5.2M | 10,399 | 2.53% | 10q | +3.7%+$185.7K |
| Peoples Bank/KS | $5.1M | 10,194 | 4.95% | 13q | -0.9%-$48.3K |
| GoalVest Advisory LLC | $4.8M | 9,698 | 0.84% | 22q | +6.4%+$290.8K |
| KWMG, LLC | $4.7M | 9,512 | 0.34% | 10q | HELD |
| Adirondack Capital Advisors, LLC | $4.7M | 9,443 | 2.43% | 4q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $4.7M | 9,422 | 1.12% | 8q | HELD |
| HF Advisory Group, LLC | $4.6M | 9,324 | 1.38% | 16q | -6.0%-$298.8K |
| Bill Few Associates, Inc. | $4.6M | 9,217 | 0.95% | 20q | -13.2%-$699.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $4.4M | 8,751 | 0.85% | 24q | +11.4%+$447.2K |
| EPIQ PARTNERS, LLC | $4.2M | 8,534 | 1.83% | 28q | +0.9%+$37.8K |
| Stonebridge Financial Group, LLC | $4.2M | 8,368 | 0.31% | 7q | +1.2%+$47.8K |
| Legacy Private Trust Co. | $4.1M | 8,269 | 0.23% | 32q | -0.6%-$24.9K |
| CHAPIN DAVIS, INC. | $4.1M | 8,135 | 0.78% | 16q | HELD |
| Oak Grove Capital LLC | $4.0M | 8,104 | 0.18% | 19q | +11.7%+$423.3K |
| First Heartland Consultants, Inc. | $3.9M | 7,786 | 0.26% | 32q | -53.9%-$4.5M |
| Heartwood Wealth Advisors LLC | $3.8M | 7,634 | 0.30% | 23q | -3.8%-$151.9K |
| Sound Income Strategies, LLC | $3.6M | 7,120 | 0.16% | 32q | +5.9%+$201.4K |
| Breakwater Capital Group | $3.6M | 7,302 | 0.43% | 16q | -3.0%-$111.0K |
| Gerald Baker Financial Group LLC | $3.6M | 7,146 | 1.01% | 3q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $3.5M | 7,026 | 0.91% | 12q | HELD |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $3.5M | 7,018 | 1.81% | 12q | -4.0%-$147.4K |
| Bath Savings Trust Co | $3.5M | 6,985 | 0.36% | 32q | -1.7%-$59.8K |
| Paladin Partners, LLC | $3.4M | 6,881 | 2.11% | 2q | HELD |
| Hiley Hunt Wealth Management | $3.4M | 6,855 | 1.33% | 12q | HELD |
| General Partner, Inc. | $3.4M | 6,852 | 1.83% | 16q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $3.3M | 6,709 | 2.15% | 8q | -5.7%-$202.2K |
| Atlas Brown,Inc. | $3.3M | 6,638 | 0.87% | 32q | -0.8%-$27.9K |
| DIVERSIFIED MANAGEMENT INC | $3.2M | 6,523 | 0.57% | 4q | +54.5%+$1.1M |
| Trust Co | $3.2M | 6,367 | 0.28% | 32q | -20.2%-$801.6K |
| Intelligence Driven Advisers, LLC | $3.2M | 6,345 | 0.55% | 32q | -3.4%-$112.5K |
| ATWOOD & PALMER INC | $3.1M | 6,272 | 0.16% | 32q | +62.1%+$1.2M |
| Dale Q Rice Investment Management Ltd | $3.0M | 6,113 | 1.66% | 8q | -1.6%-$49.3K |
| Cadent Capital Advisors, LLC | $2.8M | 5,654 | 0.60% | 24q | -5.5%-$163.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.8M | 5,576 | 0.24% | 20q | -2.5%-$71.7K |
| Galvin, Gaustad & Stein, LLC | $2.8M | 5,552 | 0.21% | 24q | -1.1%-$30.9K |
| Grove Bank & Trust | $2.8M | 5,549 | 0.27% | 32q | -5.6%-$163.8K |
Showing the largest 100 of 284 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 275 | $2.6B | 5,273,435 | 7 | 79 | 114 | 0.0% |
| Q2 2026 | 4,936 | $553.3B | 1,031,456,129 | 169 | 1,812 | 1,735 | 4.8% |
| Q1 2026 | 4,862 | $458.2B | 920,060,994 | 155 | 1,736 | 1,791 | 3.8% |
| Q4 2025 | 4,899 | $480.8B | 915,196,627 | 119 | 1,596 | 1,671 | 4.3% |
| Q3 2025 | 4,585 | $466.2B | 888,903,545 | 139 | 1,652 | 1,581 | 4.2% |
| Q2 2025 | 4,584 | $446.9B | 887,029,101 | 144 | 1,780 | 1,497 | 3.6% |
| Q1 2025 | 4,574 | $486.5B | 879,404,639 | 171 | 1,691 | 1,571 | 3.8% |
| Q4 2024 | 4,519 | $418.4B | 887,410,061 | 119 | 1,492 | 1,345 | 4.0% |
| Q3 2024 | 4,111 | $420.8B | 877,819,025 | 138 | 1,442 | 1,395 | 4.1% |
| Q2 2024 | 4,036 | $368.3B | 873,101,542 | 122 | 1,525 | 1,249 | 3.6% |
| Q1 2024 | 4,003 | $395.3B | 909,446,815 | 185 | 1,408 | 1,362 | 3.4% |
| Q4 2023 | 3,917 | $326.8B | 886,596,221 | 112 | 1,354 | 1,207 | 3.3% |
| Q3 2023 | 3,642 | $312.0B | 861,639,119 | 113 | 1,285 | 1,151 | 3.3% |
| Q2 2023 | 3,600 | $298.0B | 842,541,176 | 120 | 1,217 | 1,229 | 3.6% |
| Q1 2023 | 3,545 | $270.3B | 844,088,217 | 108 | 1,211 | 1,178 | 3.4% |
| Q4 2022 | 3,558 | $287.1B | 876,370,823 | 159 | 1,163 | 1,125 | 3.5% |
| Q3 2022 | 3,329 | $230.9B | 835,947,063 | 91 | 1,295 | 959 | 3.3% |
| Q2 2022 | 3,358 | $237.5B | 837,655,999 | 99 | 1,280 | 1,115 | 3.7% |
| Q1 2022 | 3,433 | $312.8B | 853,365,654 | 144 | 1,269 | 1,175 | 3.8% |
| Q4 2021 | 3,392 | $271.2B | 855,015,249 | 129 | 1,081 | 1,020 | 5.8% |
| Q3 2021 | 3,021 | $244.4B | 857,097,080 | 73 | 1,028 | 985 | 4.3% |
| Q2 2021 | 3,043 | $252.9B | 875,991,825 | 125 | 1,026 | 1,092 | 3.8% |
| Q1 2021 | 3,003 | $234.3B | 883,458,266 | 135 | 1,032 | 1,124 | 3.7% |
| Q4 2020 | 2,927 | $222.8B | 904,040,828 | 119 | 877 | 1,072 | 5.7% |
| Q3 2020 | 2,657 | $206.2B | 927,334,177 | 143 | 784 | 1,149 | 4.3% |
| Q2 2020 | 2,597 | $173.7B | 934,317,232 | 107 | 982 | 1,031 | 3.9% |
| Q1 2020 | 2,612 | $178.7B | 946,606,214 | 137 | 1,107 | 921 | 3.1% |
| Q4 2019 | 2,642 | $226.7B | 972,553,701 | 105 | 845 | 856 | 2.8% |
| Q3 2019 | 2,397 | $200.8B | 936,977,975 | 83 | 902 | 828 | 2.9% |
| Q2 2019 | 2,398 | $206.3B | 926,684,434 | 88 | 877 | 827 | 4.3% |
| Q1 2019 | 2,395 | $188.3B | 913,835,418 | 98 | 889 | 806 | 2.5% |
| Q4 2018 | 2,379 | $198.3B | 943,561,533 | 17 | 43 | 34 | 2.9% |