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; 4,931 institutions reported holding it in 13F filings for Q2 2026, worth $460.5B in total; 13 superinvestors hold it, including Gates Foundation Trust and H&H International Investment.
Other share classesBRK.A
13F holders, Q1 2026
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2026. 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
- 4,889
- +68 vs. Q4 2025
- Shares held
- 911.9M
- +174.3M (+23.6%) vs. Q4 2025
- Total value
- $436.4B
- +$68.9B (+18.7%) vs. Q4 2025
- New holders
- 232
- 1,957 more added
- Sold out
- 164
- 2,038 more reduced
79 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 4,931 | $460.5B |
| Q1 2026 | 4,889 | $436.4B |
| Q4 2025 | 4,900 | $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 2026
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,100 | $527.0K | 0.00% | −9,907−90.0% | Reduced |
| OneAscent Wealth Management LLC | 1,101 | $527.6K | 0.17% | −235−17.6% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 1,101 | $527.6K | 0.25% | +12+1.1% | Added |
| Wiser Wealth Management, Inc | 1,101 | $527.6K | 0.11% | +110+11.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,101 | $527.6K | 0.13% | +119+12.1% | Added |
| Granite Group Advisors, LLC | 1,105 | $528.3K | 0.32% | +72+7.0% | Added |
| Cranbrook Wealth Management, LLC | 1,103 | $528.6K | 0.11% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,113 | $529.1K | 0.08% | −8,822−88.8% | Reduced |
| Enzi Wealth | 1,112 | $532.9K | 0.18% | 00.0% | Unchanged |
| Macro Advisors, Inc. | 1,113 | $533.4K | 0.22% | +1,113 | New |
| Braeburn Wealth Management LLC | 1,114 | $533.8K | 0.31% | −19−1.7% | Reduced |
| Golden Road Advisors LLC | 1,115 | $534.3K | 0.31% | +118+11.8% | Added |
| Trellis Wealth Advisors LLC | 1,115 | $534.3K | 0.20% | +289+35.0% | Added |
| Barrett & Company, Inc. | 1,116 | $534.5K | 0.18% | +5+0.5% | Added |
| Bestgate Wealth Advisors, LLC | 1,116 | $534.8K | 0.96% | −77−6.5% | Reduced |
| Harmony Asset Management LLC | 1,116 | $534.8K | 0.16% | −10−0.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,121 | $536.9K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,123 | $538.1K | 0.10% | −10−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 1,124 | $538.6K | 0.12% | −100−8.2% | Reduced |
| Hughes Financial Services, LLC | 1,125 | $539.1K | 0.08% | −73−6.1% | Reduced |
| Blackhawk Capital Partners LLC. | 1,128 | $540.5K | 0.20% | −61−5.1% | Reduced |
| Concentrum Wealth Management | 1,128 | $540.6K | 0.16% | −17,038−93.8% | Reduced |
| Certior Financial Group, LLC | 1,130 | $541.5K | 0.34% | −33−2.8% | Reduced |
| Atlas Wealth Partners, LLC | 1,130 | $541.5K | 0.56% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,131 | $542.0K | 0.30% | −21−1.8% | Reduced |
| RF&L Wealth Management, LLC | 1,132 | $542.5K | 0.41% | −100−8.1% | Reduced |
| Anson Capital, Inc. | 1,132 | $542.5K | 0.37% | −88−7.2% | Reduced |
| Inman Jager Wealth Management, LLC | 1,132 | $542.5K | 0.32% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,135 | $543.9K | 0.18% | −106−8.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,135 | $543.9K | 0.33% | −30−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,135 | $544.1K | 0.06% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 1,138 | $545.3K | 0.52% | +3+0.3% | Added |
| Tandem Financial, LLC | 1,138 | $545.3K | 0.18% | +662+139.1% | Added |
| Joseph P. Lucia & Associates, LLC | 1,139 | $545.8K | 0.20% | −33−2.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,140 | $546.3K | 0.30% | −4,222−78.7% | Reduced |
| Accretive Wealth Partners, LLC | 1,140 | $546.3K | 0.15% | +224+24.5% | Added |
| Fusion Capital, LLC | 1,141 | $546.8K | 0.15% | −4−0.3% | Reduced |
| NerdWallet Wealth Partners, LLC | 1,143 | $547.7K | 0.24% | −13−1.1% | Reduced |
| Green Ridge Wealth Planning LLC | 1,143 | $547.7K | 0.29% | +22+2.0% | Added |
| Everest Management Corp. | 1,144 | $548.2K | 0.28% | +179+18.5% | Added |
| Viewpoint Capital Management LLC | 1,146 | $549.2K | 0.26% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,149 | $549.3K | 0.28% | +1,148+114,800.0% | Added |
| Winter & Associates, Inc. | 1,154 | $549.7K | 0.48% | +374+47.9% | Added |
| Foguth Wealth Management, LLC. | 1,159 | $549.9K | 0.06% | +136+13.3% | Added |
| Altar Rock LLC | 1,148 | $550.1K | 0.65% | +1+0.1% | Added |
| Mendel Capital Management LLC | 1,148 | $550.1K | 0.28% | +1,148 | New |
| Sara-Bay Financial | 1,150 | $551.1K | 0.17% | +444+62.9% | Added |
| Thrive Capital Management, LLC | 1,154 | $553.0K | 0.12% | −778−40.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,154 | $553.0K | 0.23% | +110+10.5% | Added |
| Dividend Assets Capital, LLC | 1,155 | $553.5K | 0.11% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 1,156 | $554.1K | 0.25% | +1,156 | New |
| Cornerstone Planning Group LLC | 1,191 | $554.4K | 0.07% | +297+33.2% | Added |
| Buffalo Business & Estate Services Ltd | 1,160 | $555.9K | 0.08% | −110−8.7% | Reduced |
| Hurley Capital, LLC | 1,161 | $556.4K | 0.30% | +2+0.2% | Added |
| Optimist Retirement Group LLC | 1,163 | $557.3K | 0.25% | −294−20.2% | Reduced |
| Virtue Capital Management, LLC | 1,175 | $557.7K | 0.09% | −88−7.0% | Reduced |
| TCP Asset Management, LLC | 1,164 | $557.8K | 0.07% | +32+2.8% | Added |
| Paulson Wealth Management Inc. | 1,167 | $559.2K | 0.13% | +6+0.5% | Added |
| John G Ullman & Associates Inc | 1,169 | $560.2K | 0.07% | −715−38.0% | Reduced |
| C2C Wealth Management, LLC | 1,170 | $560.7K | 0.47% | −120−9.3% | Reduced |
| Clifford Group, LLC | 1,173 | $562.1K | 0.43% | +93+8.6% | Added |
| Kilter Group LLC | 1,174 | $562.6K | 0.24% | +15+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,190 | $562.6K | 0.12% | +13+1.1% | Added |
| NFC Investments, LLC | 1,176 | $563.0K | 0.16% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,178 | $564.5K | 0.07% | −18−1.5% | Reduced |
| Opinicus Capital, Inc. | 1,178 | $564.5K | 0.40% | −9−0.8% | Reduced |
| GTS Financial, LLC | 1,064 | $566.7K | 0.45% | +1,064 | New |
| JM2 Capital Inc. | 1,183 | $566.9K | 0.47% | +7+0.6% | Added |
| NorthLanding Financial Partners, LLC | 1,183 | $567.1K | 0.46% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 1,185 | $567.9K | 0.27% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 1,186 | $568.3K | 0.11% | +256+27.5% | Added |
| Redwood Financial Network Corp | 1,188 | $569.0K | 0.37% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 1,202 | $569.3K | 0.09% | +779+184.2% | Added |
| Finward Bancorp | 1,188 | $569.3K | 0.46% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 1,188 | $569.3K | 0.47% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 1,188 | $569.3K | 0.29% | +50+4.4% | Added |
| Kane Investment Management, Inc. | 1,189 | $569.8K | 0.29% | −84−6.6% | Reduced |
| Bruce G. Allen Investments, LLC | 1,189 | $569.8K | 0.37% | +4+0.3% | Added |
| StoryOne LLC | 0 | $570.7K | 0.32% | 0 | Unchanged |
| Aspiring Ventures, LLC | 1,192 | $571.1K | 0.19% | −239−16.7% | Reduced |
| Portland Financial Advisors Inc | 1,192 | $571.2K | 1.19% | 00.0% | Unchanged |
| Attessa Capital LLC | 1,193 | $571.7K | 0.31% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 1,196 | $573.1K | 0.03% | +299+33.3% | Added |
| KRS Capital Management, LLC | 1,197 | $573.6K | 0.35% | −53−4.2% | Reduced |
| Richardson Financial Services Inc. | 1,197 | $573.6K | 0.36% | +38+3.3% | Added |
| GEM Asset Management, LLC | 1,198 | $574.1K | 0.25% | −4−0.3% | Reduced |
| Truefg, LLC | 1,199 | $574.6K | 0.15% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,199 | $574.6K | 0.57% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,200 | $575.0K | 0.16% | −6−0.5% | Reduced |
| Friday Financial | 1,204 | $577.0K | 0.20% | −1−0.1% | Reduced |
| Shum Financial Group, Inc. | 1,204 | $577.0K | 0.41% | +15+1.3% | Added |
| Accuvest Global Advisors | 1,204 | $577.0K | 0.54% | −190−13.6% | Reduced |
| Elefante Mark B | 1,205 | $577.4K | 0.32% | +148+14.0% | Added |
| 3 Factor Indexing, LLC | 1,206 | $577.9K | 0.55% | +1,206 | New |
| Insight Wealth Strategies, LLC | 1,209 | $579.1K | 0.06% | +35+3.0% | Added |
| Avail Investment Partners, LLC | 1,210 | $580.0K | 0.62% | +1,210 | New |
| Cedar Wealth Management, LLC | 1,212 | $580.8K | 0.17% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 1,212 | $580.8K | 0.41% | +198+19.5% | Added |
| Insight Financial Services | 1,213 | $581.3K | 0.30% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,213 | $581.3K | 0.11% | −116−8.7% | Reduced |